LOG ONTO WWW.COMMONFUND.ORG/FORUM FOR MORE DETAILS #COMMONFUNDFORUM2020

March 8 - 10, 2020 | Orlando, Florida

Forum 2020 is one of the preeminent annual con-ferences for institutional investors. This year, we are providing multiple venues for each participant to engage and access useful content:

• General sessions moderated by leading industry professionals with panels populated by recog-nized thought leaders

• Major addresses by, or exclusive interviews with, influential representatives from academia, pub-lic policy and government

• Breakout sessions, all focused on timely, high priority issues for institutional investors

• Informal networking opportunities to engage and share ideas with peers and leading experts

AGENDA AT-A-GLANCE

Saturday, March 7th

12:00 – 6:00 pm Golf Tournament

Sunday, March 8th

2:00 – 3:30 pm Commonfund Capital Information Sessions

4:00 – 4:45 pm Special Governance Workshop I

5:00 – 5:45 pm Special Governance Workshop II

6:30 - 7:30 pm Cocktail Reception

7:30 - 9:30 pm Dinner and Opening Remarks

Monday, March 9th

8:00 – 9:00 am Networking Breakfast

9:15 – 10:15 am Navigating the Global Economy

10:45 – 11:45 am Investing in Transformative Change with Venture Capital

12:00 – 1:15 pm Topical Luncheons

1:30 – 2:30 pm The United States and China - It’s Complicated

3:00 – 4:00 pm The Sustainability Conundrum

6:00 - 7:00 pm Cocktail Reception

7:00 – 9:00 pm Dinner and Featured Speaker

Tuesday, March 10th

7:45 – 8:45 am Special Breakfast: Insight on Open Private Capital Programs

9:00 – 10:00 am Morning Breakout Sessions

10:15 – 11:15 am CIO Roundtable

11:45 – 12:45 pm Afternoon Breakout Sessions

1:00 - 2:30 pm Closing Luncheon and Featured Session

2:30 - 2:40 pm Closing Remarks

PREVIEW AND CONFERENCE PLANNER

FOR INFORMATION, CALL TOLL-FREE AT 1.888.811.3801 OR SEND AN EMAIL TO FORUM@COMMONFUND.ORG PROGRAM CONTENT AND SPEAKERS SUBJECT TO CHANGE

TRAVEL NOTES: There is no charge for attending Commonfund Forum, nor is there a charge for meals associated with the conference, subject to the gift policies of attending institutions. Individuals are responsible for their travel to and from the Forum and for their room and any personal charges. Spouses and children are welcome (conference sessions are available only to registrants)Commonfund is pleased to offer a special room rate of $359 (plus taxes and fees).

To view additional program details visit www.commonfund.org/forum. Attendance is by invitation only and limited to representatives of qualified institutions. Please call the hotline at 1.888.811.3803 or send an email to forum@commonfund.org with any questions.

Commonfund is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its web site: www.learningmarket.org. Forum 2020 is a group live program.

Featured Speakers

With Four Freedoms, Four Responsibilities

Darren Walker President, Ford Foundation

Working Toward the Common Good

Claire McCaskill U.S. Senator, 2007–2018 (Missouri)

Kelly Ayotte U.S. Senator, 2011–2017 (New Hampshire)

The Changing Global Order

Fareed Zakaria Host, Fareed Zakaria GPS, CNN Worldwide

General Sessions

Navigating the Global Economy

In this session, our panelists will assess the state and outlook for the global economy and capital markets. Most importantly, they will offer perspectives on the signals long-term investors should be looking for to guide portfolio policies.

Investing in Transformative Change with Venture Capital

A leading venture capital manager will discuss their unique approach to investing in, and managing and growing, portfolio companies. The emphasis will be on arming investment committees with the information they need to position policy portfolios for long-term success.

The United States and China - It’s Complicated

In this session, our experts will assess the current state of U.S.-China relations with a particular focus on what it means for the global economy, trade, and ultimately investment opportunities and risks for fiduciaries of long-term portfolios.

The Sustainability Conundrum

We will examine some of the challenges with data and ranking systems, describe our conclusions regarding the existence of a return premium and risk exposures and, finally, propose an “E” factor that we believe can be used to identify sustainable compa-nies and managers.

The Changing Global Order

In this session, world renowned speaker, journalist and author, Fareed Zakaria, will take us on a tour of the world and the major challenges and opportunities confronting us.

CIO Roundtable

Our distinguished panel of women CIOs will share their perspectives on portfolio management, discuss their best investment ideas, and describe how they are transform-ing investment stewardship.

Topical Luncheons

> Quantifying Good Governance

> Promoting Gender Equity in Leadership Roles

> Capital Efficient Private Equity Investing

Governance Workshops

> The Six Ps of Investment Stewardship

> Tools for Creating Effective Strategic Policy

Concurrent Breakout Sessions

> The Changing Face of Real Estate

> Focus on Emerging Markets

> Harnessing Machine Learning and Artificial Intelligence

> Loonshots: How to Nurture Crazy Ideas that Win Wars, Cure Diseases, and Transform Industries

> An Economist Walks into a Brothel: Lessons from Unusual Risk Takers

> Disrupting the Status Quo: A Challenge to Conventional Portfolio Allocations

Your path to thought-provoking

discussions on navigating today’s

return environment while funding

spending and liabilities.