12 2017


15 2017

Investment Institute 2017

5:00PM - 12:30PM  

Contact Steve Gross
(212) 284-6740

Join influential stakeholders from Federations and private foundations—representing collectively over $80 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.

Confirmed speakers:

  • Howard Marks, Co-Chairman, Oaktree Capital
  • David Rubenstein, Co-founder and co-chief executive officer, The Carlyle Group
  • Bruce Zimmerman, CEO and Chief Investment Officer, The University of Texas Investment Management Company (UTIMCO)
  • Bill Heyman, Vice Chairman and Chief Investment Officer, The Travelers Companies
  • Charley Ellis, Founder, Greenwich Associates
  • Mario Gabelli, Founder, Chairman, and CEO, Gabelli Asset Management Company Investors
  • Mark Yusko, Founder, Chief Investment Officer, and Chief Executive Officer, Morgan Creek Capital Management

Phyllis Tabachnick (Chicago) and Bruce Zimmerman (Austin), Event Co-chairs

Printable Program