About Commonfund Forum

For more than 20 years, Commonfund Forum has grown into the must-attend annual conference for institutional investors. Financial markets may gyrate up and down. But Commonfund Forum remains consistent, steady, and always committed to a program of unsurpassed quality.

Year after year, Commonfund Forum continues to provide institutional investors with timely information thoughtful analysis and unique perspectives – all from recognized experts in the worlds of investment management, economics, business and finance, government, academia, and the media.

In an era when the only certainty is uncertainty, Commonfund Forum looks at the past as prologue, but focuses on the future and offers the kind of insight that can make a difference for your institution. At Commonfund, our goal is providing institutional investors with solutions that resonate with their strategic needs, risk tolerances and return objectives.

Commonfund Forum allows participants to maximize the return on their investment of just a few days' time. We are committed to presenting an agenda that will inform, inspire and motivate all who participate, while delivering the maximum in value, quality and consistency.


Who can attend Commonfund Forum?
Are spouses and children welcome?
Who sponsors Commonfund Forum?
What is the audience profile at Commonfund Forum?
How does Commonfund decide upon the choice of speakers at Commonfund Forum?
How long will you accept registrations?
How long is the program?
How do I select the sessions that I would like to attend?
Does Commonfund Forum qualify for Continuing Education Credits?
Is there a registration fee for Commonfund Forum?
Does attendance at Commonfund Forum represent a gift in accordance with state and municipal laws?
The policy of my institution is to reimburse Commonfund for the cost of meals. How can I arrange to make such payment?
What other activities are available?
Can you handle special dietary needs?
Can my spouse or guest attend sessions?
What is the appropriate attire for Commonfund Forum?


Who can attend Commonfund Forum?
Participation at Commonfund Forum is by invitation only and is limited to senior representatives of institutional investors such as endowments, foundations, pension funds, operating charities, healthcare organizations and other select institutions. Commonfund Forum is not open to investment managers in keeping with the educational nature of the conference.

Are spouses and children welcome?
Yes. We welcome family members to Forum. In general, sessions are limited to registrants although General Sessions are open to spouses. We provide child care services on Saturday and Monday evenings, as well as a teen programs on both Monday and Saturday evenings. For representatives of public institutions we are required to charge a $50 per child fee for these programs.

Who sponsors Commonfund Forum?
Commonfund is the sole sponsor of Commonfund Forum, consistent with our mission to enhance the financial resources of our client community through the sharing of best practices.

What is the audience profile at Commonfund Forum?
We cap attendance at 475 attendees. Participants are generally the senior investment staff or Board overseers of long term asset pools. Institutions include endowments, foundations, plan sponsors, sovereign wealth funds, healthcare organizations and a broad range of other nonprofit, tax-exempt institutions. Forum content is oriented toward the more sophisticated investor.

How does Commonfund decide upon the choice of speakers at Commonfund Forum?
Our goal is to provide attendees with a broad range of perspectives on a host of topics. We accordingly invite speakers who represent divergent points of view and we encourage lively debate. Past Forum speakers include world leaders, top academics, government officials, the world's top investment strategists and more.

How long will you accept registrations?
We will accept registrations until we reach capacity and will then begin a wait list. In each of the last several years, we have reached capacity by early January.

How long is the program?
The program begins on Saturday, March 4, 2017 and concludes at early afternoon on Tuesday, March 7, 2017.

How do I select the sessions that I would like to attend?
In early January you will receive an email with instructions and a web link to build your personal agenda.

Does Commonfund Forum qualify for Continuing Education Credits?
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 is a group live program. For more details on Commonfund Forum CPE credits click here.

Is there a registration fee for Commonfund Forum?
There is no registration fee and most meals are included for all registrants.

Does attendance at Commonfund Forum represent a gift in accordance with state and municipal laws?
We recognize that rules governing what constitute a gift for representative of public institutions have tightened. For that reason, we will require all public institution representatives at Forum to attest that the provision of meals is incidental to the educational benefit of the program and thus a permissible gift to the public institution/agency and not the attendee. Those attendees who would rather reimburse Commonfund for the cost of meals may do so.

The policy of my institution is to reimburse Commonfund for the cost of meals. How can I arrange to make such payment?
Please contact the Forum hotline at 1.888.811.3803 or e-mail us at forum@commonfund.org to make arrangements.

What other activities are available?
The JW Marriott is a full-service resort with pool access, golf, full spa and a range of other activities.

Can you handle special dietary needs?
Yes. Please indicate any special dietary needs that you may have on your registration, or contact us at forum@commonfund.org.

Can my spouse or guest attend sessions?
Spouses and guests can attend general sessions; however, we ask that they generally refrain from attending smaller breakout sessions as room capacities can be at their limit.

What is the appropriate attire for Commonfund Forum?
Business casual is appropriate for all meetings. Business attire is appropriate for the Saturday and Monday dinners.