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

The next 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. Stay tuned for details.

"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.
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JFNA and JFN Webinar: Thursday, September 11, 2014, 12PM EST 
How Volatility is Affecting Your Foundation
Register
here.

 

Please join JFNA and JFN for a webinar on trends in managing market volatility to learn how the current environment will impact your financial resources.


The webinar will be hosted by Mark W. Yusko, Chief Executive Officer and Chief Investment Officer of Morgan Creek Capital.
We will discuss strategies to manage volatility, as well as provide context to how volatility has changed in both domestic and global markets.
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2015 Keynote Speakers:
 
Abby Joseph Cohen, recognized as a leader in US portfolio strategy for two decades, is president of the Global Markets Institute and senior investment strategist at Goldman Sachs. She serves on the White House's Innovation Advisory Board for economic competitiveness. Abby Cohen is the Chairman of the Board of the Jewish Theological Seminary of America


Leon G. Cooperman is the Founder, Chairman, and Chief Executive Officer of Omega Advisors Inc. For nine consecutive years, Cooperman was voted the number one portfolio strategist in the Institutional Investor All-America Research Team survey. Leon Cooperman has signed The Giving Pledge, manages the Leon and Toby Cooperman Family Foundation, and was the first to create an endowment at the Jewish Federation of Greater Metrowest for Birthright Israel.

Bruce Zimmerman is CEO and Chief Investment Officer of The University of Texas Investment Management Company (UTIMCO).  UTIMCO, investing over $30B, is the nation’s second largest manager of endowments. Mr. Zimmerman serves on the Board of Trustees of the Commonfund and is an ex-officio member of the Investment Committee of the Houston Endowment


Gregory Zuckerman
is a Special Writer at The Wall Street Journal and the author of “The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters,” and “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History.” At the Journal, Greg writes about big financial trades, hedge funds, private-equity firms, the energy revolution and other investing and business topics.


 

The Jewish Federation of North America 2015 Investment Institute
February 9-11, 2015 
Westin Diplomat, Hollywood, Florida

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

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

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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 website:www.learningmarket.org.