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