Join influential stakeholders from Federations, Jewish Community and private foundations, representing collectively over $64 billion in Jewish communal philanthropic assets, for informative presentations by top industry professionals, informal peer-to-peer learning and networking. 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 include 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.

This event is by invitation only, and is now sold out. Due to the tremendous response, the Investment Institute room block at PGA National Resort and Spa has also sold out. If you still require hotel accommodations, and have already registered for the Investment Institute, please email jfna-registration@wyndhamjade.com with your name, check-in and check-out dates, and a phone number to reach you to obtain credit card information in the event we can accommodate your reservation. 

The Jewish Federation of North America 2013 Investment Institute
February 11-13, 2013
PGA Resort & Spa, Palm Beach Gardens, Florida

Alan Leifer, Boston and Michael Horvitz, Cleveland are the event's Co-chairs.

The conference dress code is business casual and will be preceded by a golf tournament and tennis round robin. The golf tournament is complimentary thanks to our sponsors.

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