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Influential stakeholders from Federations, Jewish Community and private foundations, representing collectively over $64 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.

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.


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.



Alan C. (“Ace”) Greenberg is Vice Chairman Emeritus of J.P. Morgan. During his long career, Greenberg has built a reputation as one of Wall Street’s most successful traders and industry visionaries


Featured speakers  in 2013 included Andrew Ross Sorkin, a New York Times financial columnist and co-host of CNBC’s Squawk Box (pictured at left); Howard Marks, Chairman, Oaktree Capital Management; Alice Handy, Founder and President, Investure; Charles Bronfman, Chairman, The Andrea & Charles Bronfman Philanthropies and Jeff Solomon, President, The Andrea & Charles Bronfman Philanthropies; and Eric Upin, CIO, Makena Capital Management.

The Jewish Federation of North America 2015 Investment Institute
February 8-11, 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.

2013 FAQs
Westin Diplomat & Spa 2015 Venue: Westin Diplomat, 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