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