Special Events / The Endowment & Foundation Roundtable
Sunday, November 8, 2009
8:00 am - 1:30 pm
prior to the General Assembly in Washington, DC
REGISTER FOR THE GA NOW
Build transformative partnerships between Jewish Federations and community Foundations, and private Jewish philanthropy. You’ll have the opportunity to network, learn from experts and participate in cutting-edge discussions about Strategic Grantmaking, Leadership and Philanthropy, and Responsible Financial Management.
In addition, a reception will be held on Monday, November 9, from 6-7:30
pm for Roundtable participants and invited guests. We will be joined
by Steve Gunderson, president and CEO of the Council on Foundations.
Please join us to continue the conversation at this special gathering.
Thank you to our sponsor, Glenmede.
Cost for both the Roundtable and Reception is $75
Registration for the UJC General Assembly is required for all Roundtable participants.
To register for both the Endowment and Foundation Roundtable and the UJC General Assembly click here
Questions about the Endowment and Foundation Roundtable? Contact Alan Secter or Andrea Fram Plotkin.
Schedule
| Sunday, November 8th | |
| 8:00-8:30 AM | Breakfast and Welcome |
| 8:30-10:00 AM |
Keynote Address "Philanthropic Leadership in the New Normal" Speakers: Joel L. Fleishman, Professor of Law and Public Policy Studies Director, Sam and Ronnie Heyman Center on Ethics, Public Policy and the Professions, Duke University Sanford School of Public Policy Peter J. Frumkin, Professor of Public Affairs and Director of the RGK Center for Philanthropy and Community Service at the Lyndon B. Johnson School of Public Affairs, University of Texas at Austin |
| 10:00-10:15 AM | Coffee Break |
| 10:15-11:30 AM |
Strategic Grantmaking (03 breakout sessions) In conjunction with Arabella Philanthropic Investment Advisors • Crafting a Strategic Grantmaking Strategy for the First Time • Recalibrating a Strategic Grantmaking Strategy in a Deep Recession • The Art of Framing a Strategic Grantmaking Approach that Can Appeal to Multi- Generation Family Foundations Speakers: Shoshana Buchholz-Miller is Associate Director of the Chicago office of Arabella Advisors |
| 11:30-11:45 AM | Pick up lunch |
| 11:45-1:00 PM |
Responsible Financial Management (panel discussion) Panelists: Jacques Gorlin, David Brief (invited) Moderator: Heschel Raskas |
| 1:00-1:30 PM | Closing Session |
| Monday, November 9th | |
| 6:00-7:30 PM | Reception with Steve Gunderson President and CEO, Council on Foundations |
Speaker Biographies
Benjamin Alimansky is first vice president and director of Glenmede’s Manager Alliances Program, the Company’s initiative to identify and recommend external investment managers with products and strategies that complete the spectrum of Glenmede’s offerings. Prior to joining Glenmede, Mr. Alimansky was a senior vice president and portfolio manager at Brooklyn NY Holdings, LLC where he managed hedge and non-hedge investments in excess of $800 million for a single family office and charitable foundation. Before that, he served as a vice president and portfolio manager at Olympia Capital Management, Inc., managing over $600 million in assets invested in credit, global macro, fixed income arbitrage, and emerging market strategies. In addition, Mr. Alimansky served as a vice president and portfolio manager at DB Advisors LLC (Deutsche Bank) and as a vice president and head of risk and quantitative analysis at Goldman Sachs & Co. Throughout his career, Mr. Alimansky has focused on asset allocation, risk management, due diligence, and manager selection, across a broad range of both traditional and non-traditional asset classes. Mr. Alimansky received an M.B.A. with a concentration in finance and venture capital from the Columbia University Graduate School of Business, and a B.S., also from Columbia, from the School of Engineering and Applied Science. He was the recipient of the George E. Doty Fellowship, awarded by Goldman Sachs. He is a member of the International Association of Financial Engineers, the Greenwich Roundtable, serving on its education and programming committees, and is a member of the finance committee for the Cambridge School of Weston. Mr. Alimansky is the co-editor of Best Practices – Due Diligence for Global Macro and Managed Futures Strategies, which appeared in the Greenwich Roundtable Quarterly in January 2006.
Shoshana Buchholz-Miller is Associate Director of the Chicago office of Arabella Advisors, a strategic philanthropic consulting firm. Shoshana joined Arabella Advisors after working as a consulting program officer for the John D. and Catherine T. MacArthur Foundation in Chicago, focusing on Human Rights and International Justice and Global Migration and Human Mobility. At MacArthur, Shoshana also worked as a grantmaker in International Peace and Security, supporting research and organizations working to prevent the spread of weapons of mass destruction, and in Population and Reproductive Health, funding projects aimed at reducing maternal mortality. Prior to her work in philanthropy, Shoshana was the Associate Director of the Midwest Office of the Anti-Defamation League. Previously, Shoshana worked as a financial journalist in London and has worked for human rights organizations in London and Jerusalem. Shoshana received her BA from Duke University and her MSc in International Relations from the London School of Economics. She is a Truman National Security Fellow and Principal of the Truman National Security Project.
Hilary Cherner, director of Arabella Advisors, provides Arabella’s institutional and family clients with strategy and evaluation guidance. Her work at Arabella Advisors has ranged from advising a family foundation on strategies to invest in research and treatment for a rare disease to developing a framework for a major international foundation to monitor and evaluate its programmatic and organizational achievement. Previously, Hilary served as a Management and Program Analyst for the U.S. Department of Health and Human Services, where she developed evaluation measures for the Community Food and Nutrition Program, managed grant reviews for the Administration of Children and Families, and conducted monitoring for Head Start grantees. Hilary holds a B.A. in Sociology from the University of Colorado, an M.A. in Public Affairs with a concentration in nonprofit management from Indiana University, and is an alum of Project Otzma.
Marvin Cohen recently joined Arabella as a Senior Associate to augment the firm’s capacity to deliver strategic philanthropy guidance. He remains affiliated on a part time basis with the Jewish Federation of Metropolitan Chicago, where he was in charge of the Federation’s Donor Advised Funds Program, which entailed the management of 50 supporting Foundations and more than 800 donor advised funds with combined assets of approximately $500,000. Marvin has worked in the field of philanthropy over the course of three decades, including fifteen years in senior positions at the Chicago Community Trust where his portfolio included community development, public policy and children's services reform. While on leave from the Foundation, he served as the first director of Leadership Greater Chicago. Later he managed the Chicago office of the Local Initiatives Support Corporation, providing financial and technical support to not-for-profit community development corporations. Marvin has served on the faculties of the University of California, Berkeley, the University of Chicago, and the University of Texas at Dallas. He currently teaches courses on Civic Engagement and Public Policy at Northwestern University. He received his BA (Political Philosophy) and PhD (Political Science) degrees from the University of California, Berkeley, as well as Masters degrees from Columbia University (Political Science) and the University of Chicago (Social Service Administration).
Joel L. Fleishman is professor of Law and Public Policy and director of the Heyman Center on Ethics, Public Policy and the Professions at the Duke University Sanford School of Public Policy. He also directs the Duke Foundation Research Program. He serves as co-chair of Independent Sector's Committee on the Self-Regulation of Nonprofit Organizations. Joel began his career in 1960 as assistant to the director of the Walter E. Meyer Research Institute of Law at Yale. From 1961 to 1965, he served as legal assistant to the governor of North Carolina. He then returned to Yale, first as director of the Yale Summer High School, and then as associate provost for Urban Studies and Programs. In 1969, he became associate chairman of the Center for the Study of the City and Its Environment and associate director of the Institute of Social Science at Yale. In 1971, he came to Duke as a member of the law faculty and as director of the Institute of Policy Sciences and Public Affairs, now the Sanford School of Public Policy, in which position he served until 1983. Joel’s principal writings deal with legal regulation and financing of political activities as well as the regulation of not-for-profit organizations. His book, The Foundation: A Great American Secret —How Private Money is Changing the World, was published in January, 2007.
Peter Frumkin is professor of Public Affairs and director of the RGK Center for Philanthropy and Community Service at the Lyndon B. Johnson School of Public Affairs, University of Texas at Austin. His research and teaching focus on nonprofit management and philanthropy. He is the author of articles on all aspects of philanthropy, including the formulation of grantmaking strategy, the changing profile of major individual donors, theories of philanthropic leverage, and the professionalization movement within foundations. He has lectured on philanthropy at meetings of grantmakers across the country and served as a consultant to foundations and individual donors on strategy and evaluation. He is the author of Strategic Giving: The Art and Science of Philanthropy, which has been called the “benchmark text for the field,” and of On Being Nonprofit, which considers the changing roles and responsibilities of nonprofit organizations in American democracy. He has just completed a new book, Serving Country and Community, which examines the effectiveness of AmeriCorps and VISTA. Prior to coming to the LBJ School, Peter was an associate professor of public policy at Harvard University’s John F. Kennedy School of Government, where he was affiliated with the Hauser Center for Nonprofit Organizations. He worked as a foundation program officer, a nonprofit manager, and as a program evaluator in both nonprofit and public agencies. He received his Ph.D. in Sociology from the University of Chicago in 1997.
Jacques J. Gorlin, president of The Gorlin Group, has been a consultant to the research-based pharmaceutical industry for over twenty years. He is a recognized expert on the nexus between intellectual property and trade policy. Mr. Gorlin’s past and current pharmaceutical industry clients include Bristol-Myers Squibb, DuPont, General Electric, Gilead, GlaxoSmithKline, Johnson & Johnson, Eli Lilly, Merck, Monsanto, Novartis, Pfizer, Pharmacia, Procter & Gamble and Schering Plough. Mr. Gorlin has also provided consulting services to the International Federation of Pharmaceutical Manufacturers & Associations (IFPMA), INTERPAT, the Pharmaceutical Manufacturers Association of South Africa, the Pharmaceutical Research and Manufacturers Association (PhRMA), RDPAC (R&D-based Pharmaceutical Association in China) and the American BioIndustry Alliance (ABIA). Mr. Gorlin currently serves as the Vice-Chair of the Industry Trade Advisory Committee on Intellectual Property Rights (ITAC 15), a private sector group that advises the Secretary of Commerce and the US Trade Representative on trade policy, and is a member of the Commission on Intellectual Property of the International Chamber of Commerce. From 2005 to March, 2008, he also served as the President of the American BioIndustry Alliance (ABIA), which was established by American biotechnology companies to provide focused advocacy in support of the full patentability of biotechnology inventions. As Director, from 1986 to 2006, of the Intellectual Property Committee, an ad-hoc coalition of major U.S. corporations, Mr. Gorlin represented industry during the WTO TRIPS negotiations and the subsequent TRIPS implementation phase. Mr. Gorlin reflected on his over twenty year involvement in international intellectual property negotiations on behalf of the pharmaceutical industry in a recent monograph, “The WTO, IPRs and Access to Medicines,” which appeared in Healthy IPRs: A Forward Look at Pharmaceutical Intellectual Property (2007). He is also the author of An Analysis of the Pharmaceutical-related Provisions of the WTO TRIPS (Intellectual Property) Agreement, published by the Intellectual Property Institute of London. In 1985, he wrote A Trade Based Approach for the International Copyright Protection for Computer Software, which provided the model for what later became known as the WTO TRIPS Agreement. Mr. Gorlin has lectured on the subject of international trade, high technology and intellectual property rights before corporate, legal and academic groups both in the United States and abroad. He has participated in seminars and workshops in China, Turkey, Morocco, Israel, Egypt, India, Brazil, Malaysia, Lithuania, Austria, Hungary and Chile on the importance of patent and data protection for pharmaceutical products for the economic development of developing countries and was an industry advisor to the US Delegations to both the 2003 (Fifth) and 2005 (Sixth) Ministerial Conferences of the World Trade Organization held, respectively, in Cancun, Mexico and Hong Kong, SAR. From 1972 to 1977, Mr. Gorlin was a senior international economist in the Department of the Treasury and in the Office of the US Trade Representative. As a senior economic advisor to Senator Jacob K. Javits (R-NY) from 1977-1981, he headed the Senator's economic staff and served as the Senator's liaison with the New York business and banking communities. In 1981, Mr. Gorlin served as Executive Assistant to the Under Secretary of State for Economic Affairs. In 1982, he assumed the position of Senior Economic Advisor to the Administrator of the Agency for International Development. Mr. Gorlin received an A.B. in history from Columbia College (1965), an M.A. from the Johns Hopkins School of Advanced International Studies (1967) and his Ph.D. from the Johns Hopkins University (1971).
Steve Gunderson is president and chief executive officer of the Council on Foundations, a Washington, DC-based nonprofit membership association of more than 2,000 grantmaking foundations and corporations. Prior to joining the Council, Steve served as the senior consultant and the managing director of the Washington office of The Greystone Group, a Michigan-based strategic management and communications consulting firm. Steve’s areas of expertise included strategic planning and communications, with a strong knowledge of public policy. During his years with The Greystone Group, he also served in a management capacity for clients ranging from the Republican Main Street Partnership to The Mary Fisher AIDS Fund. He also created, led the design and implementation of The National Conversation on Youth Development in the 21 st Century sponsored by National 4-H Council. The Wisconsin native is mostly noted for his serving 16 years in the U.S. Congress, and three terms in the Wisconsin State Legislature. His professional focus during this time was preparing America’s citizens, and indirectly the organizations supporting them, for the 21st century global economy.
Andras Kosaras Andras Kosaras joined Arnold & Porter LLP's tax practice group in August 2007. Mr. Kosaras primarily represents tax-exempt organizations. His experience includes advising private foundations, public charities, donor advised funds and community foundations on a variety of legal issues, including qualification for exempt status, charitable contributions, philanthropic giving, intermediate sanctions, private foundation rules and corporate governance issues. Prior to joining Arnold & Porter, Mr. Kosaras was an attorney and director of ethical standards and philanthropic outreach at the Council on Foundations in Washington, DC since 2004. He was responsible in part for the development and implementation of the Council's program on governance and accountability for grantmakers. He also spent two years as a research assistant at Harvard University's Hauser Center for Nonprofit Organizations, assisting Marion R. Fremont-Smith in the completion of her book, "Governing Nonprofit Organizations: Federal and State Law and Regulation," published by Harvard's Belknap Press in 2004. Mr. Kosaras holds a BA in Philosophy, summa cum laude, from the University of Massachusetts, Amherst, and a J.D., magna cum laude, from the New England School of Law, Boston, where he was a member of the law review.
