NEW YORK, November 13, 2006 -The inaugural Edge Forum held on November
6th in NYC and designed to bring together and educate foundation and
endowment professionals, was hailed a success with more than 50 in
attendance.
“We are very pleased with the turnout,” said Daniel Strachman,
co-founder of the EDGE Forum. “We feel that today’s meeting allowed
for professionals who work in the endowment and foundation community an
opportunity to meet and exchange ideas on how alternatives can and
should be used in their investment portfolios.”
Speakers at the event included:
1. James Collins, Executive Vice President for Finance at Clark
University
2. Jeff Diermeier, Chief Executive Officer of the worldwide CFA
Program
3. Lawrence Siegel, Director of Research for the Investment
Division the Ford Foundation
4. Robert Schulman – CEO of Tremont Group Holdings
5. Dorey Wiley – Board Member of the Teachers Retirement System of
Texas
“This event truly offered the opportunity to exchange ideas,
information and knowledge about alternative investments,” said Linda
Munn, co-founder of the EDGE Forum. “The response was overwhelming and
proves that education is a critical item for investors.”
“The EDGE offered me an opportunity to share ideas with colleagues
about how alternatives can be used to create a truly diversified
portfolio,” said Dory Wiley, board member of the Teachers Retirement
System of Texas and fund manager and President of SAMCO Capital
Markets.
The EDGE Forum has been created to provide endowment and foundation
professionals’ objective information about alternative investments.
Speakers and presenters include experts from leading endowments,
foundations and investment organizations. The next conference is being
planned for Chicago in the Spring of 2007. To learn more about the EDGE
forum, please go to www.theedgeforum.com.
Sophie Sophaon l Walek & Associates l Office: 212.590.0522 l Cell:
202.270.4870 l [email protected]
