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2015 FIA Conference for Nonprofit Organizations
October 1, 2015
EVENT AGENDA
10:15 am – 10:45 am: Registration
10:45 am – 12 pm:
Panel Discussion: Market Outlook & Impact on Nonprofits (B6 Assembly Room)
Moderator: Mac MacLellan- President and Chief Executive Officer, Wealth Management, Central Region,
Northern Trust
• Carl Tannenbaum- Chief Economist, Northern Trust
• Jim McDonald- Chief Investment Strategist, Northern Trust
Carl will provide a general outlook on the current state of the economy and Jim will provide comments that focus on
the current state of the financial markets and the implications for nonprofits.
12:00 – 1:30 pm:
Lunch and Keynote Address
• Raymond C. Odom, JD, CFP- National Director of Wealth Transfer Services, Northern Trust
1:30 – 1:45 pm: Break
1:45 – 2:45 pm:
Panel Discussion: Alternatives & Private Equity Investing
Moderator: Thomas Kirkenmeier, Senior Vice President and Senior Investment Officer - Foundation &
Institutional Advisors, Northern Trust
• Braden Waverley- General Manager, ABW Holdings, LLC & DuPage Community Foundation
• Robert Morgan- Managing Director, 50 South Capital
Private equity’s unique risk and return characteristics can potentially enhance long-term capital growth and portfolio
diversification. Long term investors looking to outperform the public markets on a risk-adjusted basis through
exposure to a universe of private companies should consider an allocation to both buyout and venture capital
strategies. This session will feature Northern Trust’s head of Alternatives and an “early stage” debt and equity
investor, and will explore the mechanics of investing, sources of return compared to public markets and what is
important for your organization to understand before investing in a limited partnership structure.