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2018 Investment Forum for Foundations and Endowments

Wednesday, November 7, 2018 -
8:30am to 4:30pm EST
The Palace at Somerset Park, 333 Davidson Avenue, Somerset, NJ 08873
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Pre-registration is now closed. There is still room to attend, however. Please come Wednesday morning and register at our registration table. Payment when you walk-in is expected, and we would prefer payment by check.

Join leaders of private foundations and endowed non-profits for CNJG’s 3rd biennial Investment Forum for Foundations and Endowments at The Palace at Somerset Park. 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 portfolio construction, the basics of endowment investing, selecting and managing an investment consultant, alternative investing, best practices for rebalancing a portfolio’s asset allocation, setting a spending policy that meets endowment objectives, the evolution of ETFs, evaluating endowment investment risk, market outlook, policies and practices for governing a corpus, understanding the cost of investments, effective approaches to small endowment stewardship, and the role of socially responsible investments in an endowment portfolio.

Sustainable philanthropy thrives on careful stewardship of the corpus. This biennial signature event grew out of the Council of New Jersey Grantmakers’ 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.


8:30 a.m. – 4:30 p.m.

Visit with experts throughout the day for conversation and complimentary materials

8:30 a.m. - 9:15 a.m.

9:15 a.m. - 10:15 a.m.

Keynote Speaker:
Kim Y. Lew (Bio)
Vice President and Chief Investment Officer, Carnegie Corporation of New York

10:30 a.m. – 11:20 a.m.

  • The Basics of Endowment Investing and Portfolio Construction (Beginner)
    Know the choices you face and how to get help
  • Choosing the Right Approach for Managing the Corpus (Intermediate)
    CIO, portfolio manager, consultant or committee – what model is best for your organization?
  • Alternative Investments: Are They Right for Your Organization’s Portfolio? (Intermediate)
    Keep up to date on the pros and cons of ever-changing options
  • From Passive to Active Investing: The Evolution of ETFs (Intermediate/Advanced)
    The more you know, the better the results 

11:30 a.m. – 12:20 p.m.

  • Best Practices for Rebalancing Portfolio Asset Allocations (Beginner)
    What was right yesterday might be wrong tomorrow — the importance of reviewing strategy to align with organizational objectives
  • Setting a Spending Policy to Meet Your Organization’s Objectives (Geared Toward Nonprofits)
    Where mission meets money -- the delicate art of balancing immediate spending needs and long -term endowment sustainability...and the law that governs these choices 
  • Socially Responsible Investments & Impact Investing (Advanced)
    Strategies that directly deliver against mission 
  • A Framework for Evaluating Your Endowment’s Investment Risk (Intermediate)
    How to assess your portfolio’s risk and avoid a dangerous guessing game

12:30 p.m. - 2:15 p.m.
- East Ballroom
Market Outlook: Managing Your Portfolio Today for the Long-Term
Moderated by
Michael Griffin, Managing Director and Senior Investment Specialist, J.P. Morgan

2:30 p.m. – 3:20 p.m.

  • Governing Your Corpus: From Policies to Practices (Beginner)
    Fiduciary responsibilities, detecting fraud, and other duties need not be intimidating
  • Understanding the Cost of Investments: Negotiating and Tracking Management Fees (Intermediate)
    Make sure you’re getting a deal as good as it looks
  • Effective Approaches to Small Endowment Stewardship (Beginner/Intermediate)
    Size doesn’t matter when it comes to best practices
  • A Primer on Cryptocurrency (Beginner/Intermediate/Advanced)
    Learn about the disruptive potential of Blockchain Technology

3:30 p.m. - 4:30 p.m.


First Regional Association Member (including CNJG)   $225
Additional Regional Association Members
CNJG Members: Please register all participants at the same time to automatically receive this rate.
Coupon code must be used for non members or CNJG members registering Individually.
Contact Patricia Foo at 609-341-2022 x4205 for code.
Non RA Member Foundation
$150 of this fee can be applied to CNJG membership.
Contact Craig Weinrich at 609-341-2022 x4215 for details.
Endowed Charity   $195
Applicable discounts will show during check out.    

Members of Philanthropy New York, Philanthropy Network Greater Philadelphia, Connecticut Council for Philanthropy, Philanthropy Delaware, Association of Baltimore Area Grantmakers and Washington Regional Association of Grantmakers may register at the discounted Regional Association Member rate.

Payments by credit card can only be accepted through the CNJG website and must be submitted at the time of registration. Payments at the door must be made by cash or check. Nonmembers and nonprofit representatives must pay in full before entering the Investment Forum. For questions, additional information, or to register by phone, please contact Patricia Foo at 609-341-2022 x4205.

Cancellations made on or before October 31st will be assessed a $35 administrative fee. No refunds will be made for cancellations made on or after October 31st, though you may send a substitute if you are unable to attend (please notify us if this will occur).

The Palace at Somerset Park is located at 333 Davidson Avenue in Somerset, New Jersey. Directions and more information may be found on the The Palace website.

The Council of New Jersey Grantmakers seeks to create a community of shared inquiry among foundations and nonprofits characterized by mutual respect and trust. While networking is encouraged, we request that all participants refrain from soliciting funds or business at CNJG programs.

By registering for this event, guests at this program allow the Council of New Jersey Grantmakers to use their name and any pictures taken at this event, without compensation, for promotional and publicity purposes in broadcast, telecast, print, electronic, and all other media.

Investment Forum Photos

2018 Investment Forum

Articles of Interest
Crypto Craze Finds Few Fans at Endowments. Maybe Not For Long
Foundations Lose Out When They Try to Beat Market Indexes, Research Shows (paid subscription required)
Charities take Digital Money Now – and the risks that go with it

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