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Endowment Fund SummitThe Endowment Fund Summit will be held in New York City on July 25th, 2017.  This conference features endowment fund Chief Investment Officer’s, investment advisors, institutional investment consultants, and others managing endowment fund assets to discuss best practices, industry challenges, and trends as to where the endowment funds are investing right now.

Date: July 25th, 2017 9:30AM-3:30PM

Venue: The Constantino Room | Fordham University School of Law | 150 West 62nd Street | New York, NY 10023

Host: Endowment Fund Association (EFA) and the Family Office Club

Benefits of Attending

  • Build Your Endowment Fund Investment Network: Network with other endowment fund investors to discuss co-investment opportunities, tools and resources currently being used while allocating capital, career advancement openings, and best practices.
  • Source Deal Flow & Emerging Fund Managers:  With an emphasis on networking, this conference is geared toward fostering new connections, building relationships with deal flow sources, emerging managers, and sources of genuine insight on where the investment marketplace is headed.
  • Deepen Your Expertise:  Hear directly from top endowment fund portfolio managers, investment consultants, and advisors who oversee billions of dollars in Endowment Fund portfolios

The Endowment Fund space has traditionally been fragmented with professionals not often sharing best practices and resources between each other.  It is the mission of the Endowment Fund Association (EFA) to make this space more transparent, efficient, and interconnected for the benefit of all endowment funds involved.  For a decade the Family Office Club has connected family office allocators and now this same team is helping build a community in the endowment fund space.

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Sponsors:  If you are interested in sponsoring this event and being part of a discussion panel on stage or having an exhibit table or deal showcase booth at this event for your investment fund offering or direct investment deal please call (305) 428-3777 or email

Attendees:  Attendees signed up for this event so far include Endowment Fund managers, institutional investment consultants, fund of funds, wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, and placement agents.

Risk-Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences will give you 100% of your money back on admissions paid.  At our last 2-day conference in Miami with 550 participants we had an exact refund rate of 0% due to unhappy guests.

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Questions? Call us at (305) 503-9077

We look forward to meeting you at this Endowment Fund Summit on July 25th, 2017.

Richard-C-WilsonRichard C. Wilson
CEO & Founder
The Family Office Club | Endowment Fund Association (EFA)
(305) 503-9077
328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149