Program

(1) Why key performance indicators (KPI's) are important to nonprofit organizations. (2) How to best communicate financial results to stakeholders. (3) Identifying peer groups and insight into peers' metrics and practices. (4) Identifying trends to assess financial health. (5) Meaningful comparisons for strategic planning, operations, governance and impact.

Facilitators

This table discussion will touch on issues and questions that are on top of the minds of fiduciaries as they relate to the investment program:

- How do I invest in a low yield environment?

- Is diversification worth it?

- Where can excess returns be created?

- What if returns of next decade aren't as good the past decade?

- Is there value in private capital?

- What practical steps can be taken to reduce fees?

- What’s a good way to balance continuity and succession planning?

Facilitator

Facilitators

The Jewish community has been largely missing from the impact investment space. Meanwhile, anti-Israel activists are appropriating the language of socially responsible investment and corporate social responsibility to advance a political agenda. The responsible investing arena has begun to succumb to this pressure, with billions of dollars of divestment on the way. How can the Jewish community claim a seat at the table? What is the nature of the threat posed by the Boycott, Divestment and Sanctions (BDS) movement within the world of institutional investment?

Facilitators

Many Americans Jews proudly stand with the State of Israel through their Philanthropic support of Pro Israel causes and organizations, but there is an underutilized avenue to support the Israeli economy. We will explore how Israeli stocks have historically impacted the development of the Israel economy, and often added long term growth and decreased the volatility to investment portfolios. In other words, we will discuss how adding Israeli stocks to your portfolio is not only beneficial to you as the investor, but how it is supportive to the overall Israeli economy and the Modern State of Israel.

Facilitator

Not all OCIOs deliver the same services, so you need fee transparency for an accurate comparison. This session will discuss the pros and cons of different service models and provide helpful tips for comparing provider fees – Fresh Fruit Included.

Facilitator

Israel is rapidly becoming the world's leading source of impact tech, with global investors, corporates and governments coming to Israel to identify technology solutions to challenges in health, food security, environment and climate change. Find out what innovations are fueling this trend, which sectors are hottest, and how impact investors are achieving venture returns for their portfolio while making meaningful and global impact.

Clear measurement standards, high-grade operations, specialized products, and more training for entrepreneurs can make impact investing a more influential practice. Join these industry leaders to explore how your portfolio can do good while maiming your fiduciary responsibilities.

Moderator

Panelists

An OCIO can provide research, investment, and analytic capabilities with a deep understanding of beliefs and objectives to create customized solutions. Learn how best to keep your investment committees engaged and why outsourcing this important function makes fiduciary sense.

Moderator

Panelists

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.

Moderator

Panelists

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

Panelists

Sustainable portfolios have become more than one-off allocations, PRIs, or simple exclusions. They are in many cases multi-asset portfolios that span active and passive management, public and private markets, and all asset classes. But the reality of putting these portfolios into implementation raises challenging questions which this session will address: What is an organization’s responsibility in the Investment Policy Statement? Can an asset allocation truly reflect the “traditional” corpus’s risk and return objectives? How can managers be classified across level/type of sustainability, and how can Fiduciaries accurately measure impact across disparate sections of the allocation?

Speaker

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.

Moderator

Panelists

Most Federations have exposure to Private Equity but with purchasing multiples rising and fundraising at an all-time high, many are still asking if the illiquidity premium exists? This table topic will discuss the current market and where we still see opportunities to capture excess return in a crowded market.

Facilitator

There are many objections to values-based investing. Luckily, Jewish tradition already raised them two thousand years ago. Join Rabbi Jacob to explore a rich Talmudic debate that ranges from the role of business and investment capital, to fiduciary responsibility, concessionary returns, and appropriate risk sharing between investors and entrepreneurs.

Facilitator

Join this discussion on how best to prepare your portfolio for the next prolonged bear market. It’s inevitable, so what asset allocations should you consider and what investment strategies can you employ? How best to handle investment policy preparations and effective coordination with your board and/or investment committees? Take a deep dive into best practices, capturing institutional memory and share what contingencies you may have or looking to put in place.

Facilitators

Coming off a bountiful year and decade, endowments and foundations are looking to lay the groundwork for the next 10 years. As of late, concerns have mounted around the impact of robust markets on expanding operating budgets, and organizations are trying to understand how to position themselves so that the continued success of their investment programs provides them with the resources and flexibility they need to accomplish their mission and goals. Although each endowment and foundation is unique in its goals, philosophy, construction and investment approach, they all share the same three pillars of a successful investment plan: mission fulfillment, governance and investment management.

Facilitator

In this session, we will address the realities of the industry and present a best practice approach to the selection and evaluation of OCIO providers. Gregory Metzger will address the realities, shortfalls, and challenges within the industry backed by over 20 years of experience running searches for service providers. You'll walk away with tips for a successful DIY search, helping you avoid the pitfalls and sidestep the hazards to get the results your organization needs.

Facilitator

Many banks don’t make money – usually not on purpose. But what about a bank that actually sets out not to turn a profit? Come hear from Ogen, Israel’s first not-for-profit social impact bank, about its vision for financial inclusion in Israel. Hear your personal funds, foundation or endowment can make an “impact deposit” and directly finance low-interest loans to credit-starved small businesses and non-profit organizations in Israel, and pave the way for a full-service digital bank that creates a fairer and stronger economy for all Israelis.

Role Unassigned