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Oaktree Capital Management Co-founder Howard Marks may be best known for his “Oaktree memos” to clients, sharing his views on investment strategies and the economy. Hear Howard Marks’s insights on investing to learn the keys of successful investment and the pitfalls that can destroy capital or ruin a career. He teaches by example, detailing the development of an investment philosophy that fully acknowledges the complexities of investing and the perils of the financial world. Brilliantly applying insight to today's volatile markets, Marks offers a number of broad takeaways by expounding on such concepts as "second-level thinking," the price/value relationship, patient opportunism, and defensive investing. Frankly and honestly assessing his own decisions―and occasional missteps―he provides valuable lessons for critical thinking, risk assessment, and investment strategy.

Lay Leader
Phyllis Tabachnick

Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities

Speaker
Howard Marks

Co-Chairman, Oaktree Capital

Lay Leader
Bruce Zimmerman

CEO and Chief Investment Officer, The University of Texas Investment Management Company

Speaker
Robert Kapito

President and Director, BlackRock

The investment management business is built upon a simple and basic belief: Professional money managers can beat the market. That premise appears to be false.  The most significant change is that institutional investors have become and will continue to be, the dominant feature of their own environment. This change has impacted greatly upon all the major features of the investment field. In particular, institutional dominance has converted market liquidity from a source of profits to a source of costs, and this is the main reason behind the transformation of money management from a Winner's Game to a Loser's Game

Lay Leader
Phyllis Tabachnick

Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities

Speaker
Charles D. Ellis

Founder, Greenwich Associates

Michael Hoffman

President & CEO, Jewish Federation of Palm Beach County

Amanda Rodrigues

Director, Investor Relations , Forester Capital, L.L.C.

One of the certainties in this tumultuous investment environment is that the asset management industry is at a critical juncture, beyond which it will look very different than it does today. Asset managers are facing new challenges, particularly as a result of new regulations. Rob Kapito will take a look at the industry retrospectively and how it may look during the next generation of investment professional

Speaker
Robert Kapito

President and Director, BlackRock

Kevin Nee

Chief Executive Officer, Covariance Capital Management

Panelists will discuss the impact of post-2009 central bank activity on market dynamics, liquidity, return expectations, sources of risk, correlations, etc.   They will also examine US vs Euro currency dynamics, how negative rate impact markets and more.

Speaker
Marc Sumerlin

Managing Partner, Evenflow Macro

Gabriel Sod Hoffs

Former Managing Director, TPG Capital

Phillip L. Swagel

Professor, University of Maryland School of Public Policy

Moderator
Bruce Zimmerman

CEO and Chief Investment Officer, The University of Texas Investment Management Company

Mario Gabelli is a life-long contrarian, a trait evident even as a schoolboy when he refused to hide with classmates during air raid drills.  Learn what lies ahead with a new President and Congress from a veteran stock picker to get his thoughts on the market, to discussing changes in the industry and implications for the future

Speaker
Mario J. Gabelli

Chairman and Chief Executive Officer, GAMCO Investors, Inc.

Alan Leifer

President, The Leifer Family Fund

Complementary panelists talking about a broad range of "big" themes: potential Chinese currency devaluation; spiraling deflation; technological innovations; digital currency; etc.

Moderator
Mark Yusko

CEO & Chief Investment Officer, Morgan Creek Capital Management, LLC

Speaker
Bruce Zimmerman

CEO and Chief Investment Officer, The University of Texas Investment Management Company

William H. Heyman

Vice Chairman & Chief Investment Officer, The Travelers Companies, Inc.

Evolution of the nonprofit sector is happening now as our economy is going under a fundamental restructuring.  A new type of ROI is fundamental to prove value. The traditional ROI fundamentals may need to be reevaluated to accept risk parameters at current low levels of return along with understanding the dynamics of how program related investments may affect your portfolios ROI.  This keynote speaker will explore how nonprofits have traditionally invested to what we should expect going forward.

Speaker
Catherine Keating

President and CEO, Commonfund

Industry experts explore the momentum that has driven "impact investing" from the fringe to the mainstream in the past decade. In November 2016 US-SIF reported that "sustainable, responsible, impact investments" rose to nearly $9 trillion in the United States, up from $6.5 trillion in 2014. Growth trends include demand from millennial and female investors, the limitations of philanthropic capital, financial returns on par with traditional investments, and social benefits. Additionally, a 2015 US government ruling for pension funds clarified the importance of environmental, social, and governance factors as part of fiduciary duty. However, many investment professionals still feel anxiety on this topic. The panel will address both the exciting opportunities from impact investing, and lingering concerns.

Moderator
Julie Hammerman

Executive Director, JLens

Speaker
Antony Bugg-Levine

CEO , Nonprofit Finance Fund

Texas Hemmaplardh

Managing Director, Pavilion Advisory Group Inc.

Calanit Valfer

Co-Founder and Managing Partner, Elah Fund

Kristina Van Liew

Managing Director, Graystone Consulting

This past June JFNA had its inaugural Israel Investment Summit out of Tel Aviv, spending  5 days in collaboration with the Israeli Embassy to visit VC and PE firms along with government officials at the Bank of Israel and the Ministry of Finance all discussing how best to invest in Israel.  For this afternoon panel we want to have a more in-depth discussion on how it is now easier to access the Israeli markets via stock and private markets; how Israel went from an emerging to develop country and how it can affect your portfolio post change of status.  

Speaker
Phyllis Tabachnick

Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities

Steven Schoenfeld

Founder and Chief Investment Officer, BlueStar Indexes

Moderator
Suzanne Grant

Chair, Delaware Retirement System Board of Trustees

Speaker
Shai Babad

Director General, Israeli Ministry of Finance

Nonprofit organizations are experiencing increasing pressures to be more business-like and to focus on financial outcomes for sustainability and growth. There have been questions whether this attention on performance might come at the cost of serving an organization's mission. Some research indicates that a nonprofit organization's mission can facilitate innovation, which has been shown to be a key mediating step in achieving superior organizational performance.  This panel will investigate the role of the nonprofit organization's mission in the innovation process while looking to discuss the ins and outs of starting up a charity or philanthropic foundation using business principles similar to that of a private equity firm, i.e., what are the best practices, what do you need to know, what kind of business plan and financials to consider, mission alignment, etc.

Moderator
John Hoover

Senior VP and CFO, The Andrea and Charles Bronfman Philanthropies

Speaker
Doug K Mellinger

Managing Director, Clarion Capital Partners

Avi Deutsch

Co-founder and CEO, LAVAN

Stefanie Rhodes

Executive Director, Slingshot

Moderator
John Hoover

Senior VP and CFO, The Andrea and Charles Bronfman Philanthropies

Industry reports in impact investing cite lots of capital, with millions of dollars more flowing into this sector each year. For those running social ventures, however, capital is hard won. From some of the lessons learned by talking with numerous VC and PE firms in Israel how does an investment committee vet and choose which investment vehicle is right for their portfolio.  What due diligence needs to be in place and who should you consult with to make these hard choices that seem inline to your nonprofit’s purpose, while maintaining the fiduciary control needed to perpetuate an endowment.

Moderator
John Hoover

Senior VP and CFO, The Andrea and Charles Bronfman Philanthropies

Speaker
Brian J. Friedman

President and Chief Investment Officer, Israel Investment Advisors

Michael Lustig

Former Senior Managing Director, BlackRock

Scott Shay

Chairman of Investment Committee, Elah Fund

The role of the finance committee is primarily to provide financial oversight for the organization. Typical task include budgeting and financial planning, financial reporting, and the creation and monitoring of internal controls and accountability policies.  This panel will explore best practices and the responsivities that go into that role.

Moderator
Geoff Gerber

Founder, TWIN Capital Management

Speaker
Suzanne F. Peck

Managing Director, BlackRock

David E. Rosenbaum

Founder and a Managing Principal , WHI Real Estate Partners, L.P.

Every family has its own unique dynamics and conversations. Philanthropy adds a new dimension to these conversations which are often taking place both within and between generations. By exploring the issues and utilizing questions cited by this panel, families and professional advisors can begin to develop a healthy family process and productive philanthropic enterprise.

Speaker
Andres Spokoiny

President & CEO, Jewish Funders Network

Adina Schwartz

Director of Client Engagement, 21/64

Moderator
Gary Jacobs

Founder, Jacobs Investment Company

Speaker
David Fisher

Advisor, Elah Fund

Family foundation panel on professionalizing philanthropic offices and how they invest and understand the challenges and strategies for Family Foundations of all sizes.

Moderator
Jeffrey R. Solomon

Senior Advisor, Chasbro Investments

Speaker
Sara Star

Board Member, Crown Family Philanthropies

Michael Horvitz

Chairman, Parkland Management Company

Theodore F. Perlman

Founder, The HAVI Group LP

As the world's leading geopolitical intelligence platform, Stratfor brings valuable context to global events, empowering businesses, governments and individuals to more confidently navigate their way through an increasingly complex international environment.  We will learn their forecast of the post-U.S. election and global geopolitical landscape and how that landscape may lead to greater investment risk and/or opportunity.

Speaker
Rodger Baker

Vice President, Strategic Analysis, Stratfor

Sharon Morell

President , Oregon Jewish Community Foundation

Israel is a developed market economy with emerging market-like characteristics.  Open a newspaper and you will see that another Israeli company has been purchased or has gone public. While much of the developed world is mired in economic quicksand, desperately trying to escape the global recession, but with anemic growth, Israel keeps chugging along with growth estimates north of 3 percent.  Learn from the Director General of Finance where Israel stands in the global economy.

Speaker
Shai Babad

Director General, Israeli Ministry of Finance

Location: iBar in PGA Hotel Lobby

Sponsor: BMO Global Asset Management

Lay Leader
Bruce Zimmerman

CEO and Chief Investment Officer, The University of Texas Investment Management Company

Speaker
Jerry Silverman

President and Chief Executive Officer, The Jewish Federations of North America

Over the years, Mr. Rubenstein, who has a fortune estimated at $3 billion, has made gifts to the usual array of universities, hospitals and cultural organizations which is a favorite of wealthy donors.  But he stands nearly alone in what he calls “patriotic giving,” where he is making substantial donations to improve government and public institutions.  Such giving is a subject of feverish debate in the philanthropy world, where many believe that private money should not permit government to abdicate responsibilities and in turn drain cash from food banks, hospitals and other services in need. There are concerns about whether it is a good idea for philanthropy to step in for government.  Mr. Rubenstein will reflect on the state of the economy, the new administration and how he will focus going forward on patriotic giving.

Lay Leader
Bruce Zimmerman

CEO and Chief Investment Officer, The University of Texas Investment Management Company

Speaker
David M. Rubenstein

Co-founder and co-CEO, The Carlyle Group

Good governance exists when the board and investment committee are allowed to focus on issues that impact the long-term objectives of their endowment fund, rather than being responsible for investment decisions. Part of good governance is simply acknowledging the fact that managing investable assets is a full-time job and not some collateral duty for the investment committee, the board, or the CFO. This panel will highlight key fundamentals of the OCIO model from different perspectives.

Speaker
Bei Saville

Senior Vice President & Senior Client Investment Officer, Northern Trust

Moderator
Nanci Morris

Co-Founder & Managing Director, Kidderbrook Group

Speaker
Ned Rosenman

Director, Client Solutions team within BlackRock Solutions

Michael Condon

Senior Vice President of Institutional Investments, Fund Evaluation Group

The selection of external expertise can be the most important decision of an investment committee.  The selectin of discretionary or non-discretionary consultants need to be made with the thoroughness and due diligence that it would expect a CIO to use in choosing key investment managers.  The process is complex and time-consuming and can have a major impact on the performance of the endowment and its future.  This session will look at the framework for delegating these decisions and the process behind the process of selecting external expertise

Speaker
William Jarvis

Executive Director, Commonfund Institute

Moderator
Suzanne Grant

Chair, Delaware Retirement System Board of Trustees

Speaker
Maury Fertig

Co-Founder and Chief Investment Officer, Relative Value Partners (RVP)

Hear and learn from Investment Committee Chairs who have, and have not, decided to work with OCIO firms.  What was their committees concerns and thought processes in making that decision and what are the right questions to ask. 

Speaker
Joshua S. Gross

President, Mill Creek Capital Advisors

John Bussel

Senior Vice President, Hewins Financial Advisors

Moderator
Nina Cohen

Director of Endowment & Foundation Advisory, Glenmede

Speaker
Moshe Banin

Senior Vice President- Wealth Management , UBS Financial Services, Inc.

Aligning Jewish values with your public market equity portfolio
Discussion led by Aperio Group LLC (Bob Newman, Partner)
Increasingly foundations are revisiting the disconnect between their investments and their missions.  Unlike other religious groups where there are defined investment parameters, the Jewish community doesn’t have an agreed upon values policy statement.  While this creates challenges and requires each Jewish entity to determine the Jewish values that they would like to see reflected in their portfolio, it can be done.  At this table we will explore some of the ways Jewish values can be translated into a public equities portfolio and how one might asses the cost of doing so.

Incorporating Negative Screening, ESG, and Impact, from the Endowment to the Donor-Advised Funds.
Discussion led by BlackRock (Ned Rosenman, Director, Client Solutions team)
A discussion of asset allocation best practices with a specific focus on portfolio construction approaches within Impact Investment

Private Equity Outlook: Current Trends and the Challenges Ahead
Discussion lead by Muthu Muthiah (Senior Investment Manager and the Head of Private Markets,Covariance Capital Management)
Covariance believes private equity is an important part of an institutional portfolio. It provides attractive opportunities for long-term investors to extract the value created by hands-on private equity managers and to harvest the illiquidity premium from time to time. This discussion will provide the Covariance outlook on current trends and the challenges ahead in the private equity sector.

Trustee, What Keeps You Up at Night?
Discussion led by Canterbury Consulting (Mike Laven, CEO)
This table discussion will touch on issues that are on top of the minds of fiduciaries as they relate to the investment program: Investing in a low return and potentially rising inflation environment, controlling fees in the investment program, investing in hedge funds, distinguishing between luck and skill in manager selection, what committee functions to delegate and setting up investment committee best practices.  Doing Good While Doing Well: A Technology Lens on Impact Investing From Israel

Doing Good While Doing Well: A Technology Lens on Impact Investing from Israel 
Discussion led by Impact First Investments (Yair Safrai, Chairman and Cecile Blilious, Founder) 
The impact investment market has grown to a more than $80b industry and is expected to reach $400b annually within the next decade. Given the combination of Israel’s ability to support and grow start-ups and innovation, Israel is quickly becoming a vibrant social-tech ecosystem, creating a very significant opportunity for investors from all over the world. Impact First Fund is unique in its threefold criteria of Israel based, technology focused for global impact and market-rate returns. We will discuss how Israeli technology can create an opportunity to do good and do well, engage young Jews from the US and play a leading role in the impact investing market.

How to Navigate the Cross Currents of the Fixed Income Markets
Discussion led by Israel Bonds (Israel Maimon President & CEO and Stu Garawitz, Vice President)
The new administration has signaled they intend on making changes that could affect the financial markets. In uncertain times, investors may consider repositioning their portfolio and learn how Israel Bonds can play an important role.

Navigating Through a Start-up nation: Follow the money, not the buzz
Discussion led by  Israel Secondary Fund (Nir Linchevski, Managing Partner)
Israel gave birth to thousands of start-up companies, attracted billions in investments and became a key R&D base for virtually every leading global technology company. The number of IPOs and M&As arising from Israel’s tech eco-system has exploded, and seems to eclipse the achievements of other international tech hubs. However, when measured in financial terms, does performance match the hype? What story do the dollars tell about 20 years of start-up nation history? What’s driving today’s growth and what can we expect for the future?

Early Stage Venture Financing: How Israel's Unique High-Tech Industry Maximizes Returns 
Discussion led by JANVEST Capital Partners (Daniel Frankenstein, Managing Partner)
Israel maintains one of the most dynamic and diverse technology ecosystems in the world, attracting Israel maintains one of the most dynamic and diverse technology ecosystems in the world, attracting billions in venture capital and commanding the attention of multi-national corporations from East to West, including more than half of the Fortune 500. Despite Israel’s potent mixture of highly talented entrepreneurs, venture financing, and easy access to markets abroad, the fact that nearly 90% of tech-related liquidity events in Israel occur under the $100MM price point presents a real ROI challenge for the traditional venture firms. JANVEST Capital Partners will discuss how their data driven investment strategy, as well as sector, stage, and valuation discipline complements the unique economics of Israel’s innovation sector while hitting the core competencies of the Israeli entrepreneur.

Untapped Opportunity in the Israeli Hedge Fund Industry
Discussion led by Gesher Capital (Yaniv Zilberman Founder)
We will discuss the Israeli hedge fund industry's evolution; more than tripling the number of hedge fund managers in four years. Additionally, we will examine the timing and reasons for this growth and try to forecast where the industry is heading, along with the opportunities this growth has created. Finally, we will investigate the ways in which institutional investors can monetize these opportunities via FoHF or direct investing.

Pursuing the Better Investment Experience
Discussion let by Dimensional Fund Advisors (Massi De Santis, Vice President)
What are the keys to having a successful investment experience? In this presentation, Massi de Santis will show how we can apply the main findings of the theoretical and empirical research in finance to implement investment solutions that benefit clients.

Considerations When Investing Charitable Gift Annuities and other Planned Gifts 
Discussion lead by PNC Institutional Asset Management (Melissa A. Sylvester, Vice President and Senior Planned Giving Investment Specialist with the Planned Giving Services group)
While Charitable Gift Annuities (CGAs) are often a small portion of a charity’s assets, they can pose investment challenges due to their differences from other types of assets such as a charity’s endowment.   Discussion will revolve around four characters that make Charitable Gift Annuities different from Endowments.  Best practice strategies for CRT’s will also be discussed.

Outsourcing from a Former CIO’s Perspective
Discussion lead by Mike Condon (Senior Vice President, Fund Evaluation Group)
Mike Condon has more than 25 years of experience as a CIO of $1 billion+ institutions. He’ll use that knowledge to lead a conversation about the advantages of outsourcing your investment decisions and operations to a skilled external provider, allowing you to focus on your organization’s mission.

Speaker
Massi De Santis

Vice President, Dimensional Fund Advisors

Israel Maimon

President & CEO, Israel Bonds

Stuart Garawitz

Vice President of Sales, Israel Bonds

Yair Safrai

Chairman, Impact First Investments

Cecile Blilious

Founder and Managing Partner, Impact First Investments

Daniel Frankenstein

Co-Founder and Managing Partner, JANVEST Capital Partners

Melissa A. Sylvester

Vice President and Senior Planned Giving Investment Specialist , PNC Institutional Asset Management

Muthu Muthiah

Senior Investment Manager and the Head of Private Markets, Covariance Capital Management

Michael Laven

Chief Executive Officer, Canterbury Consulting

Bob Newman

Chief Client Experience Officer and Partner, Aperio Group

Nir Linchevski

Managing Partner, Israel Secondary Fund

Yaniv Zilberman

Founder, Gesher Capital

Yitz Raab

Founder and Managing Partner, Tzur Management

Ned Rosenman

Director, Client Solutions team within BlackRock Solutions

Michael Condon

Senior Vice President of Institutional Investments, Fund Evaluation Group

Many foundations and family offices currently use an investment consultant.  Today they have available a spectrum of investment management solutions from traditional consultants to fully discretionary Outsourced Chief Investment Office (OCIO) solutions.  This session examines the advantages and challenges across the range of:  non-discretionary consulting, using a mixed/hybrid consultant/OCIO model, to a fully discretionary OCIO option for foundations and families.  What are the factors to consider in what is best for you?  The role of the investment committee, fiduciary responsibility, customization vs. “single solution” models, fees, reporting, degrees of service, potential conflicts and other nuances of each type of relationship will be covered.

Speaker
Joel Mangham

Founding Partner and Chief Investment Officer, Mangham Associates

Steven F. Charlton

Director of Consulting Services, NEPC

Jim Russo

Managing Director and Consultant, Colonial Consulting

Moderator
Ahron Herring

Chief Investment Officer, Yeshiva University

Boutique Asset Manager Platforms:  The model that boutique asset managers utilize to provide services to foundations and family offices.  The advantages and challenges inherent in a boutique asset manager including customization vs. one-size fits all, fees, value add, reporting, and other issues. Key issues to be aware of including success planning, potential conflicts, and other nuances of the relationship.

Moderator
Rosalie Wolf

Managing Partner, Botanica Capital Partners LLC

Speaker
Ranji Nagaswami

Chief Executive Officer, Hirtle Callaghan

Mark Anson

Chief Investment Officer, Commonfund

Michael Jawor

Chief Investment Officer, Covariance Capital Management

Institutional investors need managers to whom they can allocate assets, and investment managers need institutions to provide them with assets to manage. What sounds like a straightforward matchmaking process, however, can be fraught with inefficiencies, opacities, and misalignments.

Technological advancements have actually made things more challenging by lowering communication barriers. One obvious consequence is that everyone involved finds themselves engaged in an increasing number of conversations regarding prospective relationships.

Demystifying the motivations, priorities, and incentives of both parties can go a long way toward making everyone’s professional lives less stressful, more productive, and ultimately more profitable. With that in mind, the panel members will engage in candid and frank discussion about their perspectives on the process and encourage open dialogue with the investment managers in attendance on key issues.

Speaker
David Brief

Chief Investment Officer, Jewish Federation of Metropolitan Chicago

Moderator
Suzanne F. Peck

Managing Director, BlackRock

Speaker
Jane Moncreiff

Chief Investment Officer, CareGroup./Combined Jewish Philanthropies

Alon Ozer

Chief Investment Officer, The Foundation of the Greater Miami Jewish Federation

Large Asset Manager Platforms:  The model that large asset managers utilize to provide services to foundations and family offices.  The advantages and challenges inherent in a large asset manager including scale vs. attention, proprietary vs. best in class, value add, and other potential tensions.  Key issues to be aware of and questions to ask including customization, relationship management, fees and other nuances of the relationship.

Speaker
Lisa Schneider

Managing Director, Russell Investments

Mary Jane Bobyock

Managing Director, Nonprofit Advice, SEI Institutional Group

Heather Myers

Partner in Non–Profit Delegated Investment Services, Aon Hewitt

Moderator
Nanci Morris

Co-Founder & Managing Director, Kidderbrook Group

Many foundations and family offices currently use an investment consultant.  Today they have available a spectrum of investment management solutions from traditional consultants to fully discretionary Outsourced Chief Investment Office (OCIO) solutions.  This session examines the advantages and challenges across the range of:  non-discretionary consulting, using a mixed/hybrid consultant/OCIO model, to a fully discretionary OCIO option for foundations and families.  What are the factors to consider in what is best for you?  The role of the investment committee, fiduciary responsibility, customization vs. “single solution” models, fees, reporting, degrees of service, potential conflicts and other nuances of each type of relationship will be covered.

Speaker
Joel Mangham

Founding Partner and Chief Investment Officer, Mangham Associates

Steven F. Charlton

Director of Consulting Services, NEPC

Jim Russo

Managing Director and Consultant, Colonial Consulting

Moderator
Ahron Herring

Chief Investment Officer, Yeshiva University

Boutique Asset Manager Platforms:  The model that boutique asset managers utilize to provide services to foundations and family offices.  The advantages and challenges inherent in a boutique asset manager including customization vs. one-size fits all, fees, value add, reporting, and other issues. Key issues to be aware of including success planning, potential conflicts, and other nuances of the relationship.

Moderator
Rosalie Wolf

Managing Partner, Botanica Capital Partners LLC

Speaker
Ranji Nagaswami

Chief Executive Officer, Hirtle Callaghan

Mark Anson

Chief Investment Officer, Commonfund

Michael Jawor

Chief Investment Officer, Covariance Capital Management

Institutional investors need managers to whom they can allocate assets, and investment managers need institutions to provide them with assets to manage. What sounds like a straightforward matchmaking process, however, can be fraught with inefficiencies, opacities, and misalignments.

Technological advancements have actually made things more challenging by lowering communication barriers. One obvious consequence is that everyone involved finds themselves engaged in an increasing number of conversations regarding prospective relationships.

Demystifying the motivations, priorities, and incentives of both parties can go a long way toward making everyone’s professional lives less stressful, more productive, and ultimately more profitable. With that in mind, the panel members will engage in candid and frank discussion about their perspectives on the process and encourage open dialogue with the investment managers in attendance on key issues.

Speaker
David Brief

Chief Investment Officer, Jewish Federation of Metropolitan Chicago

Moderator
Suzanne F. Peck

Managing Director, BlackRock

Speaker
Jane Moncreiff

Chief Investment Officer, CareGroup./Combined Jewish Philanthropies

Alon Ozer

Chief Investment Officer, The Foundation of the Greater Miami Jewish Federation

Large Asset Manager Platforms:  The model that large asset managers utilize to provide services to foundations and family offices.  The advantages and challenges inherent in a large asset manager including scale vs. attention, proprietary vs. best in class, value add, and other potential tensions.  Key issues to be aware of and questions to ask including customization, relationship management, fees and other nuances of the relationship.

Speaker
Lisa Schneider

Managing Director, Russell Investments

Mary Jane Bobyock

Managing Director, Nonprofit Advice, SEI Institutional Group

Heather Myers

Partner in Non–Profit Delegated Investment Services, Aon Hewitt

Moderator
Nanci Morris

Co-Founder & Managing Director, Kidderbrook Group

Speaker
Andrew Ross Sorkin

Financial Columnist and Co-Host of Squawk Box, New York Times and CNBC

Nazneen Kanga

Senior Vice President and Senior Solutions Strategist, Northern Trust

Speaker
Phyllis Tabachnick

Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities

Wednesday's programming is for Federation Professionals only. 

Take a deep dive into how best to invest in Israeli investments and understand how your portfolio can benefit using a fund of funds approach to help choose the best investment opportunities by venture capital and private equity funds offered by innovative Israeli investment firms.

 

Wednesday's programming is for Federation Professionals only. 

Speaker
David Brief

Chief Investment Officer, Jewish Federation of Metropolitan Chicago

Alon Ozer

Chief Investment Officer, The Foundation of the Greater Miami Jewish Federation

In practice, no spending rule is perfect, rather endowment spending formulas should serve as a guideline. In real life, investment and budget circumstances change, which means boards will always need to use their best judgment around portfolio and spending issues only to be exacerbated by the current low rate environment.  This panel will delve into best practices on spending policies and how an endowment can deal with perpetuating their fund while maximizing much needed spending allocations.

 

Wednesday's programming is for Federation Professionals only. 

Speaker
Phyllis Tabachnick

Managing Director and Co-Founder, The Tabachnick Oskin Group at J.P. Morgan Securities

Holden Lee

Chief Financial and Investment Officer, Jewish Community Federation & Endowment Fund of San Francisco

Tammy Fitzpatrick

CFO, Columbus Jewish Foundation

Moderator
David Strong

Chief Financial and Investment Officer, Combined Jewish Philanthropies (CJP)