Dine-Ins: The dinners take place at The Inverness’s Columbine Room (cafeteria). Look for the table number to find your dinner.
Dine-Arounds: These dinners will be off-site and within a few miles of the hotel. If hosted, the host will pay for the dinner. For self-pay, please bring cash for easy bill sharing.
Transportation to off-site dinners: Off-site dinners all meet at the restaurants. You can take a cab or Uber to get to the restaurant (unless otherwise noted). Alternatively, the Hilton Denver Inverness offers a shuttle regularly within five miles of the hotel. See the hotel concierge for information.
Sunday, October 15
A Dinner Discussion on Socially Responsive Investing
Dine-In at The Inverness | Table 4
6:00 p.m.
Do you employ a socially responsive investment strategy? Or, would you like to begin using SRIs in your investment portfolio? If so, join us for a lively discussion about how to select appropriate vehicles, measure performance, and strike the balance between mission and returns. Hosted by SunTrust
Effective Philanthropy
Off-site at J. Alexander’s Redlands Grill, 9709 E County Line Rd, Centennial
Meeting in the lobby at 6:15 to take hotel shuttle
6:30 p.m. | Hosted
Join us to discuss common challenges encountered when managing a foundation as well as helpful planning tips, strategies and best practices to prevent common risks and ensure effective operations. Hosted by Sterling Foundation Management
New Member Dinner
Dine-In at The Inverness | Tables 3 & 6
6:00 p.m.
New to Exponent Philanthropy? You’re not alone. Get to know other new members casually over dinner. An Exponent Philanthropy membership staffer will be on hand to answer your questions. Hosted by Exponent Philanthropy
Reinventing the Donor Experience: Marketplace-based Philanthropy for the 21st Century
Dine-In at The Inverness | Table 7
6:00 p.m.
91% of HNW families give philanthropically, yet 59% express dissatisfaction with the giving experience. Join us for a conversation on a radical redesign to the donor experience and how marketplace mechanisms deliver exponential impact through access, efficiency, and engagement. Hosted by Benefunder
Relational Philanthropy in Practice
Dine-In at The Inverness | Table 1
6:00 p.m.
Are you a true partner in your community and to your grantees? The power dynamic in the philanthropic system can undermine communal synergy and distort the best of strategies. A small foundation’s narrow focus can exacerbate – or bridge – this gap. How do you keep it real? Hosted by the Eva Gunther Foundation
Sharing Failure’s Lessons
Dine-In at The Inverness | Table 2
6:00 p.m.
No one wants to fail, but sometimes we do. What can we learn from those efforts? Bring insights to share about a grantee relationships or grant project or policy initiative that never quite took off and how you changed your approach afterward. Hosted by the Leo & Peggy Pierce Family Foundation
Things That Go Bump in the Night
Dine-In at The Inverness | Table 5
6:00 p.m.
This is a chance to talk with other philanthropists about the things that keep you up at night. This dinner is for anyone who would like to just visit about what’s on their mind. Succession? Investments? Raising philanthropic kids? You pick the topic and let your table team of expert practitioners help you sleep better. Plus a little wine with dinner can’t help either! Hosted by the Community Foundation of North Central Washington
Truth, Race, and News in the U.S.
Off-site at Hacienda Colorado, 10500 E. Bierstadt Way, Englewood
(Meet at the restaurant)
6:30 p.m. | Self-pay
Race is a hot topic in the media and current political climate. Safe spaces for conversations about diversity are needed to make progress in unifying our country. Come join the Emma Bowen Foundation to discuss a path forward, together, and to hear about efforts to support local capacity in the South and Midwest for ongoing conversations. Hosted by the Emma Bowen Foundation
Monday, October 16
Advancing Progressive Social, Racial and Economic Justice
Dine-In at The Inverness | Table 5
6:00 p.m.
We will network and learn from one another regarding models, questions, challenges and ideas regarding how to advance social, racial and economic justice through philanthropy.
Alternative Investments
Dine-In at The Inverness | Table 6
6:00 p.m.
Join us for a casual conversation about alternative investments and what’s appropriate for different size pools of assets and investment objectives. Learn about pros and cons and come with questions. Hosted by SunTrust
Advancing Progressive Social, Racial and Economic Justice
Dine-In at The Inverness | Table 5
6:00 p.m.
We will network and learn from one another regarding models, questions, challenges and ideas regarding how to advance social, racial and economic justice through philanthropy.
Building a Philanthropic Culture—In Your World, Community and at Work
Dine-In at The Inverness | Tables 3 & 4
6:00 p.m.
Join us for an informal, yet important conversation to discuss your philanthropic mission-What’s most important to you? How can you make the most impact? Are you maximizing the ROI with your giving strategies? How are you engaging with the next generation? Hosted by Bernstein
ESG meets Impact: Dollars and Sense
Dine-In at The Inverness | Table 2
6:00 p.m.
How do you integrate social or environmental impact into your portfolio? And then how do you measure the impact it’s had? Join us for a lively conversation on identifying, measuring, and reporting on impact in a public equities portfolio and making sense (CENTS!) of it. Hosted by Neuberger Berman
Good Governance and Why It Matters
Chinook Tavern, 6380 South Fiddlers Green Circle, Greenwood Village
(Meet at the restaurant)
7:00 p.m. | Self-pay
What does good governance mean and why should it be embraced? The concept of good governance impacts every organization, including your foundation and your service providers. Please join us at the Chinook Tavern for a thoughtful discussion. Hosted by Siharum Advisors, LLC
Impact Investing & Italian with Riverbridge
Il Fornaio, Denver Tech Center, 8000 East Belleview Avenue, Greenwood Village
If you take Uber, Riverbridge will provide participants with an Uber code to redeem a round trip ride up to $10 each way.
7:00 p.m. | Hosted
When you invest your assets in line with your foundation’s values, you carry out your stewardship. Join the conversation to share your ideas and ask questions about responsible investing. Make meaningful connections with peers and gain new insights to guide your philanthropic efforts. Hosted by Riverbridge
Is Active Investing Worth the Costs?
Seasons 52, 8325 Park Meadows Center Dr., Lone Tree
(Meet at the restaurant)
6:30 p.m. | Hosted
Join a group discussion about the merits of active versus passive investing. With the growth of passive investments, including index funds and ETFs, is active investing worth the costs? Hosted by Drexel Morgan Capital Advisers
The Challenges and Rewards of Arts Education Funding
Dine-In at The Inverness | Table 1
6:00 p.m.
Calling arts education funders: What are your experiences in funding arts education, measuring, and evaluating the results and answer to those who say, “There are more important problems in the world”? Share your rewards and challenges, and hopefully take home ideas to be even more effective going forward. Hosted by The Ramsey McCluskey Family Foundation
