Program

Subject to Change

3:00pm - 4:00pm

Registration and Check-In

5:00pm - 6:00pm

Cocktail Reception

A few opening remarks about the conference, why we are here, what we will be doing with the Investment Institute going forward and the collaboration between JFNA and JFN.

Speakers

Our keynote speaker will discuss their investment strategies, view of the economy along with how they use their values to help them reach both their financial and philanthropic successes.

This is an invitation-only private dinner.

7:00am - 8:00am

Breakfast - Table Topics

8:00am - 8:15am

Welcome

Meet the head of the Jewish Federations of North America and the Jewish Funders Network as they talk about their Jewish communal work and how these two membership organizations can work together to change the world by judicially granting and investing the $100 billion in Jewish philanthropic wealth that its members control.

Moderator
Panelists

Investors can enhance their likelihood of success if they based their actions on a sense for where the markets stand in its cycle. Sharmin is ranked as one of the top women in asset management and is a lead prognosticator on how markets will react both here in the U.S. and globally. Come visit with her and learn how she uses past data and trends to determine how the markets react going forward.


Speaker

Over the past 65 years, Israel has built a reputation as one of the most innovative and technologically advanced countries in the world. It has been dubbed the startup nation, and enjoys a reputation as generating advances in information technology, engineering, health, agriculture, water, and energy. Learn from this distinguished panel how Israel is taking bold and strategic steps to support business development and transform it from a startup to global nation, with an unparalleled reputation as a global leader and how this can all be monetized and sustained.

Panelists
Moderator
10:45am - 11:15am

Break

Wall Street is having an ever-growing influence on philanthropy and we are fortunate to have a chat with one of the legends. From his roots growing up in the South Bronx, understand how this son of immigrants from Poland grew to become voted the number one portfolio strategist in the Institutional Investor "All-America Research Team" survey, then went on to signing the Giving Pledge and forming the Leon and Toby Cooperman Family Foundation.

Speaker

To support spending and maintain purchasing power in perpetuity, trustees and investment committees have very high investment return targets, making it critical to build resilient portfolios and align policies with the mission. In this session, Commonfund experts will share insights, research, and techniques, and provide trustees, investment committee members, and senior leadership with a guide for understanding which governance and investment practices best position your organization to achieve its mission.

Moderator
Panelist

An OCIO can provide research, investment, and analytic capabilities with a deep understanding of beliefs and objectives to create customized solutions. How best to keep your investment committees engaged.

Moderator

If you follow the hype, Artificial Intelligence Is the Next Big Thing. We hear about Big Data and the IoT (Internet of Things). China is beating the U.S. in AI and Europe’s AI experts are challenging both U.S. and China, but a new contender for AI leadership is rapidly emerging, that includes how we assess our gaps and vulnerabilities. In the world of quantitative finance, an enormous effect on the global markets has changed how we invest today. Discover from this panel how we went from making machines learn to solve trends and predictions.


Panelist
Moderator

Impact investing refers to an investment strategy that not only generates financial returns but also creates constructive outcomes. The strategy actively seeks to make a positive impact by investing, for example, in nonprofits that benefit the community. Israel is on the forefront of this thinking and our panel explores the whys and how’s of creating such investments, along with an endowments perspective to determine portfolio viability.

Moderator
Panelists

What is the ideal asset allocation? Is it the mix of investment from most aggressive to safest that will earn the highest possible total return over time? Learn to ask the questions of what that mix of stocks, bonds, cash or money market should be and what will happen when you add a dash of alternatives. If you had the luxury of starting from scratch, would your portfolio be the same? These and other question will be answered by our panel. Or at least have you thinking a bit differently on how you approach assets classes.

Moderator
Panelist

Join this interesting conversation on portfolio modeling and management strategies. In traditional financial analysis, investment management tools allow investors to evaluate the return and risk of individual investments on their portfolios. Are the tools the same to analyze investment performance across the third dimension that includes impact? Bring your viewpoint, and see how it matches up to our panel of experts.

Many believe that impact and sustainable investing is a niche in the investment industry reserved for religious, environmental and social impact foundations. There is also the perception that “impact investing” involves sacrificing investment returns to “do good”. This panel will explore how neither of these presumptions are true and how you can become socially conscious and still adhere to your investment strategies.

Panelists
Moderator

Real time risk management in the age of big data: understanding, quantifying, and managing algorithmic risks.

Panelists

Join former Ambassador Shapiro on his thoughts on how US-Israeli investments will fare pending elections both here in the U.S. and Israel. The coming elections will give the winners control over booming economies that have challenges that need to be addressed to maintain growth. Whether in the heartland of America or the periphery of Israel, learn what is needed to create impact and sustainable growth for both countries.

Interviewer
Keynote

Providing information as a free public service to use data to maximize impact

Speaker
6:15pm - 7:15pm

Cocktail Reception

7:15pm - 9:30pm

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