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."
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. Abby Cohen is the Chairman of the Board of the Jewish Theological Seminary of America
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. Prior to joining UTIMCO, Mr. Zimmerman was CIO and Global Head of Pension Investments at Citigroup. Mr. Zimmerman graduated Magna Cum Laude with a Degree of Distinction from Duke University and received a MBA from Harvard Business School where he graduated with First and Second Year Honors. 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,” a national bestseller about the nation’s move toward energy independence and the drama behind it. He also is the author of “The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History,” a New York Times and Wall Street Journal best-seller. At the Journal, Greg writes about big financial trades, hedge funds, private-equity firms, the energy revolution and other investing and business topics.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
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.