Discussion Session: Adopting Spending Policy in a Low Return Environment

Wednesday, February 15    |    9:45am - 10:30am

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

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Holden Lee

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

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Tammy Fitzpatrick

CFO, Columbus Jewish Foundation

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Moderator

David Strong

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

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