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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 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.

2015 Confirmed Speakers:

Abby Joseph Cohen, Senior Investment Strategist, Goldman Sachs & Co Richard Bernstein, Chief Executive Officer, Richard Bernstein Advisors LLC
Sir Ronald Cohen, Chairman, Big Society Capital, The Portland Trust and Bridges Ventures Stephanie Lynch, Founding Partner, Global Endowment Management
Leon Cooperman, Founder, Chairman, and Chief Executive Officer, Omega Advisors Inc. Heather Meyers, Managing Director, Non-Profits, Russell Investments
James Grant, Founder, Grant’s Interest Rate Observer Cathleen Rittereiser, CEO & Founder, "Act Tank", Uncorrelated, The Investment LAB, Portfolio Whiteboard Project
Rob Kapito, Founder and President, BlackRock Brian Wodar, Senior Vice President & Director Wealth Management Research, AllianceBernstein
Bruce Zimmerman, CEO and Chief Investment Officer, The University of Texas Investment Management Co. Mark Yusko, Chief Executive Officer & Chief Investment Officer, Morgan Creek Capital Management
Greg Zuckerman, Special Writer and Author, The Wall Street Journal Tal Keinan, Chairman and CEO, KCPS Clarity Capital


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.


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


JFNA and JFN Webinar: How Volatility is Affecting Your Foundation 

JFNA and JFN hosted a webinar on trends in managing market volatility to learn how the current environment impact your financial resources. If you were unable to join, please click here  to listen to the recording.