The Investment Institute brings together Federation and Jewish community foundation lay and professional leadership, CFOs/CIOs and Endowment professionals to engage and learn about best practices in investment management. The Institute also welcomes private foundation trustees and staff, as well as major donors interested in learning about how best practices in investment can transform endowment management and grow the amount of available wealth devoted to Jewish philanthropy.

The 2011 Investment Institute, held in Palm Beach Gardens, Florida, welcomed a capacity crowd of 300+ professionals and lay leaders from 63 communities and Israel who steward $13 billion in Jewish philanthropic assets.   Attendees also enjoyed a Super Bowl party and golf outing on the PGA National’s Championship course.

The theme of the Institute was "Endowment & Foundation Investing: Rethinking Risk and Reward", and featured a stellar roster of thought leaders from the financial and philanthropic sectors. View the conference program.

Keynote Speakers Included:

  • Roger Lowenstein, author of The End of Wall Street, Bloomberg columnist and contributing writer for the New York Times
  • Arthur Fried, Chairman, The Avi Chai Foundation
  • Paul Kasriel, Chief Economist, Northern Trust
  • Charles Bronfman & Jeff Solomon, The Andrea & Charles Bronfman Philanthropies
  • Andrew Rosenfield, The Greatest Good & Guggenheim Partners
  • Andre Perold, George Gund Professor of Finance and Banking, Harvard Business School
  • Barry Shrage, President & CEO, CJP Boston
  • Ted Sokolsky, President & CEO, UJA Federation of Greater Toronto
  • Sessions Topics Included:
    • Endowment & Foundation Decision-Making
    • Hedge Funds
    • Real Assets
    • Risk Management and Asset Allocation
    • Emerging Markets
    • How to Invest in Israel
    • Investment Policy and Governance
    • Jewish Foundation Stewardship

Barry Shrage and Ted Sokolsky at the 2011 Investment Institute

Arthur Fried at the 2011 Investment Institute

2011 Investment Institute Sponsors

Bank of America Merrill Lynch · Barclays Capital ·
Cambridge Associates · Colonial Consulting · Commonfund · Cross Shore · Energy and Infrastructure Group (TCW) · Fiera Sceptre · Glenmede · Global Index Strategies · Goldman Sachs PWM · GreenSun Energy · Metropolitan · NEPC · Northern Trust · OrbiMed · PIMCO · PNC · Red Lighthouse Investment Management · Sandalwood Securities, Inc. · Schroder Investment Management · Slocum · Standard & Poor's · Wellington Management Company · Wolfson Family Foundation

The 2011 Investment Institute

Steve Gross
Planned Giving and Endowments
The Jewish Federations of North America
(212) 284-6740