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2016 Investment Forum for Foundations and Endowments

2016 Investment Forum for Foundations and Endowments

Wednesday, October 19, 2016 -
8:00am to 6:00pm EDT
The Palace in Somerset, 333 Davidson Avenue, Somerset, NJ 08873
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A conference for CEOs, presidents, executive directors, CFOs, trustees, finance and investment committee members of private foundations and endowed charities in the Tri-State region.

Join leaders of private foundations and endowed non-profits for CNJG’s 2nd biennial Investment Forum for Foundations and Endowments at The Palace in Somerset. You’ll gain rare access to leading asset managers, financial service institutions, professional advisors and practitioners who will share best practices and valuable insights focused on successful endowment management. Keynote speeches and interactive workshop sessions will explore a wide range of timely and useful topics including the danger of conflating risk and volatility, changing your investment provider, asset allocation strategy, new approaches to portfolio construction, evaluating investment managers, investing a small non-profit (endowment) portfolio, alternative investments, a market outlook, active vs. passive investing, good governance, different approaches to managing your organization’s investment process, and how to prevent investment fraud from happening to you.

Sustainable philanthropy thrives on careful stewardship of the corpus. This biennial signature event grew out of the Council’s Finance and Investment Affinity Group convenings which have long offered CFO’s, investment committee members, board chairs and others with oversight of their endowment, exposure to a wide range of representatives and perspectives from the investment community.

CNJG sincerely thanks our 2016 Investment Forum Sponsors: J.P. Morgan – Signature Sponsor; U.S. Trust Bank of America – Partner Sponsor; Glenmede, PNC Institutional Asset Management, and SEI – Host Sponsors; PKF O’Connor Davies – Strategist Sponsor; BlackRock, Goldman Sachs, Lazard Asset Management, Pavilion, Russell Investments, UBS, Vanguard, Wells Fargo, and William Blair – Expert Sponsors; and Peapack-Gladstone Bank and Massey Quick – Advisor Sponsors.

Investment Forum Photos

2016 Investment Forum

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