Skip Navigation LinksHome >

Influential stakeholders from Federations, Jewish Community and private foundations, representing collectively over $65 billion in Jewish communal philanthropic assets, meet for informative presentations by top industry professionals, informal peer-to-peer learning and networking.

The Investment Institute will take place in February 2015. Enhance your ability to make prudent investment decisions and position your Jewish Federation, community or private foundation as the preeminent steward of endowed funds.

"The truest sense of wealth, reaching one’s peak…is becoming a philanthropist."
            – Arthur Fried, Chairman of the Board – The Avi Chai Foundation

Since its founding in 2001, the biennial JFNA Investment Institute has become the consummate venue for Jewish Federation and foundation investment committees, chief financial officers, endowment professionals, leading financial service providers and academics to deepen their understanding of the critical factors that affect portfolio performance and preservation in today’s volatile market environment.

Featured Speakers:

Sara Crown Star, Director, Crown Family Foundation and Chicago-based community leader Rob Kapito, Founder and President, BlackRock
Leon Cooperman, Founder, Chairman, and Chief Executive Officer, Omega Advisors Inc. Bruce Zimmerman, CEO and Chief Investment Officer, The University of Texas Investment Management Co.
David R. Brief, Jewish Federation of Metropolitan Chicago’s Chief Investment Officer Greg Zuckerman, Special Writer and Author, The Wall Street Journal


The Jewish Federation of North America's 2015 Investment Institute
February 8-11, 2015 
Diplomat Resort & Spa, Hollywood, Florida

Michael Horvitz (Cleveland) and Phyllis Tabachnick (Chicago), Event Co-chairs.

For more information, please contact Steve Gross at (212) 284-6740.

Please download the Investment Institute App:
iTunes App Store / Android.
DOWNLOAD OUR APP for > iTunes > Android
2015 FAQs
Diplomat Resort & Spa

2015 Venue

Diplomat Resort & Spa, Hollywood, FL


CFP Board                                    CE Credits Available

JFNA 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 submitted to the National Registry of CPE Sponsors through its