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Finance & Investment Affinity Group Meeting Fall 2017

Friday, October 27, 2017 -
8:00am to 9:30am
Geraldine R. Dodge Foundation, 14 Maple Avenue, Morristown, NJ
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CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.

We are pleased to welcome Andrew Goldberg, Managing Director and Global Head of Client Investment Strategy for JPMorgan Wealth Management. He will discuss:

  • Market Valuations: Given the trajectory of markets, how are endowment / foundation clients tactically adjusting portfolios?
  • Return Expectations: 
  • Macro Economics: US Expansion, Global Growth, and Monetary Policy
  • Diversification: Best way to protect against downside risk?
  • Implementation: In the current market environment, are clients being selective about active or passive vehicles?

Cost: CNJG Members: $15, Eligible Non-Member Grantmakers: $40 (includes full breakfast)