Search Results
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Opening Welcome
Sunday, May 01 1:00pm - 1:25pm
HR Welcome/(HR registrants only)
Sunday, May 01 1:30pm - 2:25pm
The Future of Work (Tech/Data)
Sunday, May 01 1:30pm - 2:25pm
In the face of the Great Resignation, organizations are coping with a new reality where COVID-19 created a unique focus on the physical dimension of work. Now that remote work has proven its efficacy, what does the future hold? The leadership team from the Cleveland Clinic’s nascent Department of Remote Work discusses what it takes to orchestrate the delicate balance of in-person, remote, and hybrid work - from championing at the executive level to best practices in communication, tech stack, and process - all while elevating a new, future focused company culture that puts the employee first.
Update on Audit and FASB Guidelines (Finance)
Sunday, May 01 1:30pm - 2:25pm
New pronouncements by FASB relating to your financial statements may impact your financial statements. Reviewing the appropriate approach to recognizing conditional and restricted gifts could facilitate adjusts to your future financial statements. In addition, changes to audit opinions will impact your financial statements later this year. Understanding how to read and interpret the new opinions will assist you in discussing your audit with your audit committee and donors. This session will explain these upcoming changes to the audit and review best practices for revenue recognition.
Data Governance Essentials (Tech/Data)
Sunday, May 01 2:30pm - 3:30pm
Data is an essential to our work and critical to our future, but with its commoditization and increasing value come growing risks related to protection and privacy. This session will tackle the tactical and practical elements of how we can become astute, strategic, and consummate stewards of our most valuable assets, from collecting, to protecting, to sharing.
Employee Benefits (HR)
Sunday, May 01 2:30pm - 3:30pm
Doug Rabbino, NYC Practice Leader for Employee Health & Benefits, MarshMcLennan Agency We will look at the "Great Resignation" and discuss what we can do to help retain talent and offer benefits that are more meaningful to today's workforce. We will discuss how priorities have shifted and what employees now value most in their suite of benefits.
Importance of Protecting the Federation using Technology & Risk Management (Finance)
Sunday, May 01 2:30pm - 3:30pm
Federations continue to identify business risks which could impact future liabilities and need to understand how to prevent and minimize such risks. The session will focus on outlining how to set up prevention and education programs to prevent risks from happening, how to use risk transfer products (such as insurance programs) to transfer potential future liabilities, understanding current trends in risk exposure (such as cybersecurity, sexual abuse and child molestation) along with determining appropriate levels of insurance for various policies.
Networking Break (Joint)
Sunday, May 01 3:30pm - 3:55pm
AI and the Future of Fundraising (Tech/Data)
Sunday, May 01 4:00pm - 5:30pm
From building communities to helping those in need – Jewish Federations are focused on changing our world for the better. Often, the most substantial barrier between a mission and tangible outcomes is funding. Artificial Intelligence (AI) is slowly transforming how we power the philanthropic efforts that drive society forward. This session will show you how AI transforms what's possible in fundraising, from how it transforms individual tasks to how it creates more efficient and effective giving, at scale.
Developing your Leadership Vision (HR)
Sunday, May 01 4:00pm - 5:30pm
Through exercises and thought-provoking inquires, participants will develop a greater understanding of themselves, including the values that motivate their authentic self, the wisdom to be shared with others, and a vision of the leader they want to be. Participants will create a "leadership vision statement" that incorporates the insights gained during the exercises and begin the journey of identifying steps necessary to achieve those aspirations. This session is truly a self-exploration leading to a deep understanding of ourselves as leaders.
Intermediate-Small City Size Breakout (Finance)
Sunday, May 01 4:00pm - 5:30pm
Large-Intermediate City size Breakout (Finance)
Sunday, May 01 4:00pm - 5:30pm
Power Automate Showcase (Tech/Data)
Sunday, May 01 4:00pm - 5:30pm
Automation is essential for the future of business, boasting benefits that include higher productivity, reliability, availability, increased performance, and reduced operating costs - but the implementation of automation is often viewed as complex and daunting. Join colleagues from across the Federation system as they demo apps built through Power Automate, an accessible, low code platform, to streamline workflows and empower business transformation.
Large City Size Breakout (Finance)
Sunday, May 01 4:00pm - 5:30pm
Dinner Reception (Joint)
Sunday, May 01 6:30pm - 9:00pm
Breakfast (Joint)
Monday, May 02 7:30am - 8:30am
Chief Operating Officer Breakfast (COO)
Monday, May 02 7:30am - 8:30am
Adaptive Leadership (HR)
Monday, May 02 8:30am - 10:00am
If this pandemic has taught employers anything, it's that you cannot predict or control everything that will happen in your workplace or your environment. In order to be effective, you must be able to lead during times of expected and unexpected change and be set up for business continuity even when faced with events that are outside of your control. Leaders need to create a new vision, align teams and find new solutions to move forward. This session will focus on leading in an environment that is ever changing, unpredictable, and where there are no known solutions to draw upon from the past.
Best Practices in Digital Transformation (Data/Tech)
Monday, May 02 8:30am - 10:00am
Jeremy Brecher, the Chief Information and Technology Officer, of Secuiritas, a leading security company that recently underwent a $3.5 Billion digital transformation, shares the keys to a successful project as well as best practices around business process change, adaptation, and adoption while invoking value driven buy-in at the highest levels of leadership.
Networking Break (Joint)
Monday, May 02 10:00am - 10:25am
Leading Projects and Teams to Success (Tech/Data)
Monday, May 02 10:30am - 11:15am
This session guides professionals through the value proposition associated with getting the right work done at the right time through disciplined prioritization practices and project management. Using a few simple tools, Michele Ungar, Director of Process at Progressive Insurance, outlines the immediate benefits that can be realized when you enable your organization to operate at maximum efficiency.
Software Automation (Finance)
Monday, May 02 10:30am - 11:15am
Working to become more efficient with the existing staff automating processes is a goal of many Federations. This session will present case studies by two companies who have assisted Federations in automating repetitive functions within the finance and/or accounting systems.
Generations in the Workplace (HR)
Monday, May 02 11:20am - 12:05pm
This will be an exploration of the generations, providing historical and workplace context. We will learn about work habits, career and workplace expectations, management and communication styles, and the feedback that each group wants. This speaker will also predict how each generation will respond to a post-pandemic workplace. Be ready to be entertained and educated about the convergence of so many generations in your workplace.
Strategies to Leverage Donor Advised Fund Philanthropy (Finance)
Monday, May 02 11:20am - 12:05pm
Today, an increasing number of donor advised fund providers and donor advisors are recognizing that they are leaving opportunities to create positive impact on the table. They are realizing that more positive change can be achieved through DAFs if the funds are invested in ways that are aligned with a donor advisor’s philanthropic priority areas. By maximizing the impact of the investment capital alongside the grants that are made, donor advised funds are proving to be extraordinary vehicles for achieving meaningful social and environmental impact.
Using Data to Drive Greater Organizational Health (Data/Tech)
Monday, May 02 11:20am - 12:05pm
In this workshop, leaders from Combined Jewish Philanthropies will share why and how they developed an organizational health assessment tool and how it is being used in Greater Boston to drive increased health. We are now in the third year of utilizing this tool and are looking forward to sharing with you our process, learnings, as well as access to the tool itself for those who may be interested in using an organizational health tool in their community.
Specifically, we will share:
· The benefits of using an Org Health tool
· The buy in process with key stakeholders
· How our work is influenced by the data
· How we are helping organizations
· Relationship between organizational health and grantmaking
· How to access the tool for use in your organizations
Lunch by Wells Fargo - Investing Jewishly (Joint)
Monday, May 02 12:15pm - 1:15pm
Professional Development- How do you show up? (Joint)
Monday, May 02 1:30pm - 3:00pm
How do you present yourself as a manager during stressful and difficult situations? How do you engage yourself and others to collaborate and be at their BEST? How do you manage your emotional demeanor and responses so you can influence, inspire, and be trusted? Learn to manage through negative emotions and how to leverage positive emotions and behaviors that engender trust and positivity among your colleagues, donors, family -- as well as others. A great personal growth opportunity for yourself and/or lessons learned to bring back to the workplace.
Networking Break (Joint)
Monday, May 02 3:00pm - 3:15pm
Closing Keynote - Driving Our Digital Future (Joint)
Monday, May 02 3:15pm - 4:15pm
Post-pandemic, as digital transformation efforts accelerate, leaders are pressed more than ever to hone their technical expertise and their talent's ability to adapt to fast-changing situations. Amy Brady, the CIO of Key Bank, recounts how they are investing the critical skills and strategies that will drive success in a digital future and how we too can prepare for the challenges ahead.
Concluding Thoughts/Wrap Up (Joint)
Monday, May 02 4:15pm - 4:30pm
Adam Cole
Partner & National Co-Leader- National Nonprofit & Education Practice, BDO
Joseph Friedman
Director of Business Development and Investor Relations, Israel Investment Advisors
Amy Brady
Chief Information Officer, Key Bank
Asher Watson
Consultant, NEPC
Brett Nelson
Managing Director, Co-Author of 2020 Outlook and Head of Tactical Asset Allocation, Goldman Sachs
Amit Bouri
Chief Executive Officer and Co-Founder, Global Impact Investing Network
Brian Willer, CFA, CIMA
Vice President, Federated Hermes, Inc.
Calanit Valfer
Managing Partner, Elah Fund
Charles D. Ellis
Founder, Greenwich Associates
Daniel Rueven
Principal, Kinneret Group, LLC
David Brown
National Campaign Chair, The Jewish Federations of North America
Daniel Berry
Senior Vice President, Federated Hermes, Inc.
Ed Karppi
Partner, Co-Chief Investment Officer, Mangham Associates
Tim Yates
President, Commonfund Asset Management Company, Inc.
Andy Kaufman
Chief Investment Officer, Community Capital Management
Erel Margalit, PhD
Founder and Chairman, Jerusalem Venture Partners (JVP)
Harold Gernsbacher
Treasurer of the Board of Trustees, The Jewish Federations of North America
Ethan Felson
Executive Director, Israel Action Network
Sari Miller
CEO, Sarjay, Inc.
Gregory Zuckerman
Special Writer and Author, The Wall Street Journal
Ofir Fisher
Executive Vice President, OR Movement
Leon Cooperman
Founder, Omega Advisors &
Chairman & CEO, Omega Family Office
Kate Dumas
Principal, Prime Buchholz
Liz Michaels
Chief of Staff and Director of ESG/SRI, Aperio
Gary Leibler
Founder and Managing Partner, Shavit Capital
Holden Lee
CFO/CIO, Jewish Community Federation of San Francisco
John Ross
Senior Vice President and Co-Head of Risk Management, Segal Marco Advisors
Joel Mangham
Founding Partner, Co-Chief Investment Officer, Mangham Associates
Gregory Metzger
Search Practice Leader, North Pier Search Consulting
Howard Rabner
COO/CFO, Jewish Federation of Greater MetroWest NJ
Jim Scheinberg
Managing Partner, Founder & Chief Investment Officer, North Pier
Jonathan Medved
Founder and CEO, OurCrowd
Laura LaRosa
Executive Director of Client Development, Glenmede
Lisa Hinds
Senior Vice President, Business Development, EnTrust Global
Lisa Schneider
Managing Director, Russell Investments
Neil Nisker
Co-Founder & Executive Chairman, Our Family Office
Michael Teplitsky
Managing Director, Wynnchurch Capital
Jeff Stern
Managing Partner, Forum Capital Partners
Suzanne Peck
Managing Director-Head of Endowment and Foundations, BlackRock
Scott Sandler
Senior Vice President and Investment Counselor, Capital Group Private Client Services
Alan Leifer
President, Leifer Family Fund
Michael Laven
Chief Executive Officer, Canterbury Consulting
Ambassador Daniel Shapiro
U.S. Ambassador to Israel (2011-2017) Distinguished Visiting Fellow, Tel Aviv University’s Institute of National Security Studies Senior Director for the Middle East and North Africa, National Security Council (2009-2011)
Matthew Becker
Audit Director, Nonprofit & Education Practice, BDO
Mary Jane Bobyock
Managing Director, Nonprofit Strategic, SEI Institutional Group
Ned Rosenman
Director, National Endowments and Foundations, BlackRock
Naamah Paley Rose
Advisor, Rockefeller Philanthropy Advisors
Rabbi Jacob Siegel
Director of Engagement, JLens
Richard Grzymajlo
Managing Director of Institutional Services, FEG Investment Advisors
Erika Karp
Founder & CEO, Cornerstone Capital Group
Steven Schoenfeld
Founder & CIO, BlueStar Indexes
Steve Levy
President, Jewish Community Foundation of Greater MetroWest
Yadin Kaufmann
Founder, Sadara Ventures
What is the JFNA Investment Institute?
Since its founding in 2001, the biennial Jewish Federations of North America (JFNA) Investment Institute has become the consummate venue for Jewish Federation and Community Foundations to deepen their understanding of the critical factors that affect portfolio performance and preservation in today’s volatile market environment. By way of background, Jewish Federations of North America is an umbrella organization representing 146 Jewish Federations and 300 network communities that collect and distribute more than $3 billion annually for social welfare, social services and educational needs. This is achieved through annual campaigns and our $21 billion assets under management in collective endowment and donor advised funds in our Federation system.
For the first time, JFNA’s Investment Institute will be collaborating with the Jewish Funders Network, which is also a membership organization, with some 2,000 members comprised of a diverse community of independent funders, foundations and grant-making professionals involved in philanthropy representing another $80 billion in additional Jewish philanthropic wealth. We are looking to collaborate with the Jewish Funders Network Annual Conference, which will be held right before the Investment Institute on March 22-24, 2020. We look to bring their finance and family office professionals to the Institute, making this an annual event which should add a more meaningful and dynamic perspective to how we invest and create impact for both our public and private foundations. Please note that you will need to register separately for the JFNA Investment Institute and the JFN Annual Conference.
Who attends the Investment Institute?
The upcoming Investment Institute is an invitation-only event that will bring together some 400 investment committee chairs and members, chief financial officers, senior endowment professionals, leading financial service providers, high net worth donors, private foundation trustees and academics. This conference is the only one of its kind in the Jewish community that provides the opportunity to access top level expertise on investment management and best practices for foundation and endowment stewardship and governance. Both CFP and CPE continuing education credits will be available. Registration will be available starting in November.
Who are the Co-Chairs and Advisory Committee Members?
Please click here to see their bios.
What are the attributes of our faculty and speakers?
The Investment Institute looks to provide a unique educational and networking platform for investment decision makers from leading endowments, private foundations, family offices, philanthropists, asset management firms, consultants, financial advisors and other professionals to explore best practices in endowment investing and governance. Speakers are chosen to help educate attendees on the latest developments and trends in the financial marketplace through high level programming via discussion groups and networking. Our speaker faculty, panelists and facilitators have the expertise and knowledge to present on numerous educational topics related to current economic trends and can bring their perspectives to help educate institutional investors and their respective investment committee members. The Investment Institute is designed to present high-level strategic sessions including interactive panel discussions and keynote presentations led by leaders in the industry to engage the Jewish philanthropic community by providing an atmosphere to strengthen relationships with colleagues and improve the understanding of critical factors for both long and short-term investing.
Why should you be in the room?
If past Investment Institutes are any indication, we will have over 60 communities and agencies from North America and Israel representing over $25 billion AUM attending the next 2020 JFNA Investment Institute. Titled “Investment – Innovation – Impact”, this theme will cover four tracks on investments, economics, strategic governance and philanthropy. Keynote speakers and panelists will cover topics ranging from maximizing investment committee effectiveness, exploring the differing features of investment outsourcing and consulting, taking a strategic perspective on the global economy, discovering trends in philanthropy to how the upcoming election will affect your portfolio. Learn from leading innovators on impact and social responsible investing from North America to Israel.
Where is the Investment Institute?
The conference will be held at the PGA Resort and Spa at 400 Ave of the Champions, Palm Beach Gardens, FL just 15 miles from Palm Beach International Airport (PBI). You can book your hotel room when you register for the Institute. All attendees are responsible for arrangement and payment of their own travel reservations and hotel accommodations. Dress code is business casual.
When is the Investment Institute?
The 2020 Investment Institute will run from March 24-26, 2020 beginning on Tuesday afternoon, March 24th with a kickoff reception and keynote at 5:00 pm. Main sessions and breakout panels will continue through Thursday, March 26th, ending around 2:00 pm. Additional programming for FISHER Flight alum will also be taking place.
What are the registration fees for the Investment Institute?
The 2020 Investment Institute will be charging a registration fee as follows:
· Federation/Foundation Professional Staff:
Full Registration: $360
Day Pass: $180
· Federation/Foundation Lay Leader:
Full Registration: $500
Day Pass: $250
· Other:
Full Registration: $1,000
Day Pass: NA
If you are attending both the JFNA and JFN conference you can receive a 10% discount on registration by applying the discount code JFNA10 at checkout. For Federation and Foundation staff that bring 2 or more lay leaders they can apply for a free registration using the discount code JFNATODAH.
If you are interested in becoming a sponsor or for more information please contact Steve Gross at 212-284-6740.
Where is the Investment Institute and nearby hotels?
The conference will be held at the PGA Resort and Spa at 400 Ave of the Champions, Palm Beach Gardens, FL just 15 miles from Palm Beach International Airport (PBI). You can book your hotel room when you register for the Institute. All attendees are responsible for arrangement and payment of their own travel reservations and hotel accommodations.
Please note that the hotel rooms for this event typically sell out quickly so we recommend you register as soon as possible. Our room block is from Tuesday, March 24 to Thursday, March 26. We cannot guarantee rooms will be available due to limited availability. Please see below for our recommended nearby hotels. Any questions you may have please contact Lauren Sapolsky at (202) 695-8233.
Palm Beach Gardens Marriott
Address: 4000 RCA Blvd, Palm Beach Gardens, FL 33410
Phone: (561) 622-8888
Doubletree by Hilton
Address: 4431 PGA Boulevard, Palm Beach Gardens, FL 33410
Phone: (561) 622-2260
Where are local restaurants?
For a list of local restaurants please click here.
How can I become a sponsor?
If you would like to learn more about becoming a sponsor for the 2020 Investment Institute click here for sponsor levels. To inquire further contact Steve Gross at (212) 284-6740.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
NOVEMBER
16
1:00 PM - 2:30 PM
ET
Senior Advisory Counsel
SAC
The Senior Advisory Counsel will meet to share relevant updates and engage in meaningful professional development.
NOVEMBER
17
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large)
FINANCE
Finance professionals from Large Federations gather to disucss salient topics and share experiences.
NOVEMBER
18
1:00 PM - 2:30 PM
ET
Finance Breakout - (Large-Intermediate)
FINANCE
Finance professionals from Large Intermediate Federations gather to disucss salient topics and share experiences.
NOVEMBER
30
1:00 PM - 2:30 PM
ET
Finance Breakout - (Intermediate-Small)
FINANCE
Finance professionals from Intermediate and Small Federations gather to disucss salient topics and share experiences.
DECEMBER
TBC
TBC
Data Session
DATA
Join the FTPI Data cohort for going professional development. Topic, date and time to be confirmed.
Adam Cole
Partner & National Co-Leader- National Nonprofit & Education Practice, BDO
Joseph Friedman
Director of Business Development and Investor Relations, Israel Investment Advisors
Amy Brady
Chief Information Officer, Key Bank
Asher Watson
Consultant, NEPC
Brett Nelson
Managing Director, Co-Author of 2020 Outlook and Head of Tactical Asset Allocation, Goldman Sachs
Amit Bouri
Chief Executive Officer and Co-Founder, Global Impact Investing Network
Brian Willer, CFA, CIMA
Vice President, Federated Hermes, Inc.
Calanit Valfer
Managing Partner, Elah Fund
Charles D. Ellis
Founder, Greenwich Associates
Daniel Rueven
Principal, Kinneret Group, LLC
David Brown
National Campaign Chair, The Jewish Federations of North America
Daniel Berry
Senior Vice President, Federated Hermes, Inc.
Ed Karppi
Partner, Co-Chief Investment Officer, Mangham Associates
Tim Yates
President, Commonfund Asset Management Company, Inc.
Andy Kaufman
Chief Investment Officer, Community Capital Management
Erel Margalit, PhD
Founder and Chairman, Jerusalem Venture Partners (JVP)
Harold Gernsbacher
Treasurer of the Board of Trustees, The Jewish Federations of North America
Ethan Felson
Executive Director, Israel Action Network
Sari Miller
CEO, Sarjay, Inc.
Gregory Zuckerman
Special Writer and Author, The Wall Street Journal
Ofir Fisher
Executive Vice President, OR Movement
Leon Cooperman
Founder, Omega Advisors &
Chairman & CEO, Omega Family Office
Kate Dumas
Principal, Prime Buchholz
Liz Michaels
Chief of Staff and Director of ESG/SRI, Aperio
Gary Leibler
Founder and Managing Partner, Shavit Capital
Holden Lee
CFO/CIO, Jewish Community Federation of San Francisco
John Ross
Senior Vice President and Co-Head of Risk Management, Segal Marco Advisors
Joel Mangham
Founding Partner, Co-Chief Investment Officer, Mangham Associates
Gregory Metzger
Search Practice Leader, North Pier Search Consulting
Howard Rabner
COO/CFO, Jewish Federation of Greater MetroWest NJ
Jim Scheinberg
Managing Partner, Founder & Chief Investment Officer, North Pier
Jonathan Medved
Founder and CEO, OurCrowd
Laura LaRosa
Executive Director of Client Development, Glenmede
Lisa Hinds
Senior Vice President, Business Development, EnTrust Global
Lisa Schneider
Managing Director, Russell Investments
Neil Nisker
Co-Founder & Executive Chairman, Our Family Office
Michael Teplitsky
Managing Director, Wynnchurch Capital
Jeff Stern
Managing Partner, Forum Capital Partners
Suzanne Peck
Managing Director-Head of Endowment and Foundations, BlackRock
Scott Sandler
Senior Vice President and Investment Counselor, Capital Group Private Client Services
Alan Leifer
President, Leifer Family Fund
Michael Laven
Chief Executive Officer, Canterbury Consulting
Ambassador Daniel Shapiro
U.S. Ambassador to Israel (2011-2017) Distinguished Visiting Fellow, Tel Aviv University’s Institute of National Security Studies Senior Director for the Middle East and North Africa, National Security Council (2009-2011)
Matthew Becker
Audit Director, Nonprofit & Education Practice, BDO
Mary Jane Bobyock
Managing Director, Nonprofit Strategic, SEI Institutional Group
Ned Rosenman
Director, National Endowments and Foundations, BlackRock
Naamah Paley Rose
Advisor, Rockefeller Philanthropy Advisors
Rabbi Jacob Siegel
Director of Engagement, JLens
Richard Grzymajlo
Managing Director of Institutional Services, FEG Investment Advisors
Erika Karp
Founder & CEO, Cornerstone Capital Group
Steven Schoenfeld
Founder & CIO, BlueStar Indexes
Steve Levy
President, Jewish Community Foundation of Greater MetroWest
Yadin Kaufmann
Founder, Sadara Ventures
Since its founding in 2001, the biennial Jewish Federations of North America (JFNA) Investment Institute has become the consummate venue for Jewish Federation and Community Foundations to deepen their understanding of the critical factors that affect portfolio performance and preservation in today’s volatile market environment. By way of background, Jewish Federations of North America is an umbrella organization representing 146 Jewish Federations and 300 network communities that collect and distribute more than $3 billion annually for social welfare, social services and educational needs. This is achieved through annual campaigns and our $21 billion assets under management in collective endowment and donor advised funds in our Federation system.
For the first time, JFNA’s Investment Institute will be collaborating with the Jewish Funders Network, which is also a membership organization, with some 2,000 members comprised of a diverse community of independent funders, foundations and grant-making professionals involved in philanthropy representing another $80 billion in additional Jewish philanthropic wealth. We are looking to collaborate with the Jewish Funders Network Annual Conference, which will be held right before the Investment Institute on March 22-24, 2020. We look to bring their finance and family office professionals to the Institute, making this an annual event which should add a more meaningful and dynamic perspective to how we invest and create impact for both our public and private foundations. Please note that you will need to register separately for the JFNA Investment Institute and the JFN Annual Conference.
The upcoming Investment Institute is an invitation-only event that will bring together some 400 investment committee chairs and members, chief financial officers, senior endowment professionals, leading financial service providers, high net worth donors, private foundation trustees and academics. This conference is the only one of its kind in the Jewish community that provides the opportunity to access top level expertise on investment management and best practices for foundation and endowment stewardship and governance. Both CFP and CPE continuing education credits will be available. Registration will be available starting in November.
Please click here to see their bios.
The Investment Institute looks to provide a unique educational and networking platform for investment decision makers from leading endowments, private foundations, family offices, philanthropists, asset management firms, consultants, financial advisors and other professionals to explore best practices in endowment investing and governance. Speakers are chosen to help educate attendees on the latest developments and trends in the financial marketplace through high level programming via discussion groups and networking. Our speaker faculty, panelists and facilitators have the expertise and knowledge to present on numerous educational topics related to current economic trends and can bring their perspectives to help educate institutional investors and their respective investment committee members. The Investment Institute is designed to present high-level strategic sessions including interactive panel discussions and keynote presentations led by leaders in the industry to engage the Jewish philanthropic community by providing an atmosphere to strengthen relationships with colleagues and improve the understanding of critical factors for both long and short-term investing.
If past Investment Institutes are any indication, we will have over 60 communities and agencies from North America and Israel representing over $25 billion AUM attending the next 2020 JFNA Investment Institute. Titled “Investment – Innovation – Impact”, this theme will cover four tracks on investments, economics, strategic governance and philanthropy. Keynote speakers and panelists will cover topics ranging from maximizing investment committee effectiveness, exploring the differing features of investment outsourcing and consulting, taking a strategic perspective on the global economy, discovering trends in philanthropy to how the upcoming election will affect your portfolio. Learn from leading innovators on impact and social responsible investing from North America to Israel.
The conference will be held at the PGA Resort and Spa at 400 Ave of the Champions, Palm Beach Gardens, FL just 15 miles from Palm Beach International Airport (PBI). You can book your hotel room when you register for the Institute. All attendees are responsible for arrangement and payment of their own travel reservations and hotel accommodations. Dress code is business casual.
The 2020 Investment Institute will run from March 24-26, 2020 beginning on Tuesday afternoon, March 24th with a kickoff reception and keynote at 5:00 pm. Main sessions and breakout panels will continue through Thursday, March 26th, ending around 2:00 pm. Additional programming for FISHER Flight alum will also be taking place.
The 2020 Investment Institute will be charging a registration fee as follows:
· Federation/Foundation Professional Staff:
Full Registration: $360
Day Pass: $180
· Federation/Foundation Lay Leader:
Full Registration: $500
Day Pass: $250
· Other:
Full Registration: $1,000
Day Pass: NA
If you are attending both the JFNA and JFN conference you can receive a 10% discount on registration by applying the discount code JFNA10 at checkout. For Federation and Foundation staff that bring 2 or more lay leaders they can apply for a free registration using the discount code JFNATODAH.
If you are interested in becoming a sponsor or for more information please contact Steve Gross at 212-284-6740.
The conference will be held at the PGA Resort and Spa at 400 Ave of the Champions, Palm Beach Gardens, FL just 15 miles from Palm Beach International Airport (PBI). You can book your hotel room when you register for the Institute. All attendees are responsible for arrangement and payment of their own travel reservations and hotel accommodations.
Please note that the hotel rooms for this event typically sell out quickly so we recommend you register as soon as possible. Our room block is from Tuesday, March 24 to Thursday, March 26. We cannot guarantee rooms will be available due to limited availability. Please see below for our recommended nearby hotels. Any questions you may have please contact Lauren Sapolsky at (202) 695-8233.
Palm Beach Gardens Marriott
Address: 4000 RCA Blvd, Palm Beach Gardens, FL 33410
Phone: (561) 622-8888
Doubletree by Hilton
Address: 4431 PGA Boulevard, Palm Beach Gardens, FL 33410
Phone: (561) 622-2260
For a list of local restaurants please click here.
If you would like to learn more about becoming a sponsor for the 2020 Investment Institute click here for sponsor levels. To inquire further contact Steve Gross at (212) 284-6740.