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CNJG Investment Forum for Foundations and Endowments Confirms Panelists

Wednesday, September 14, 2016

51 Leading Investment Pros and Expert Practitioners to Speak on 11 Panels

The Council of New Jersey Grantmakers 2nd biennial Investment Forum for Foundations and Endowments, set for Wednesday, October 19, 2016 at The Palace in Somerset, will feature an outstanding roster of leading investment professionals and expert practitioners who will share best practices for endowment management with leaders of private foundations and endowed charities in the Tri-State region.  The Investment Forum is the only conference in New Jersey focused on foundation and charity endowment stewardship. 

Over the course of the day-long conference, 51 panelists, comprising investment analysts and non-profit peer practitioners will address timely investment topics in 11 different sessions. 

According to CNJG President Nina Stack, “The demand for access to expert advice on how to successfully steward edowment investments has never been stronger among the leaders of foundations and endowed charities.  As we heard time and again after our highly successful inaugural 2014 Investment Forum, having a thoughtfully designed daylong conference to meet the interests and needs of CEOs, CFOs, trustees and investment committee members is unique in New Jersey.”  The Investment Forum grew out of the Council’s longstanding Finance & Investment Affinity Group, a cohort of staff and trustees within private foundations that meet quarterly. 

Special “ahead of the market” registration pricing runs through October 6 with discounts for foundations that are members of regional associations of grantmakers and special pricing for representatives from endowed charities.

Throughout the day’s event, leaders of private foundations and endowed charities will be able to choose from a wide range of topical sessions and panelists who will deliver the most up-to-date thinking on how to successfully manage a corpus.  Interactive sessions include:  The Ins and Outs of Changing Your Investment Provider, New Approaches to Portfolio Construction, Evaluating Investment Managers:  People, Process and Philosophy, Investing a Small Non-Profit Portfolio, Alternative Investments, Different Approaches to Managing the Investment Process, What to Invest in When Nothing Looks Good, and aMarket Outlook Plenary on Managing Your Portfolio Today.

“We are very excited to have lined up a stellar roster of highly regarded experts to populate the Investment Forum’s panels,” continues Stack. In addition to Michael Vaknim, Chief Economist at JP Morgan Private Bank; Andy Keith, Managing Director at U.S. Trust; Sean Rhoderick, Chief Investment Officer of Taxable Fixed Income at PNC; Mary Jane Bobyock, Director of the Nonprofit Advisory Team at SEI; and John Church, Senior Portfolio Manager for Foundations and Endowments at Glenmede, attendees will also hear from Warren Tranquada, CFO of the New Jersey Performing Arts Center; Marsha Atkind, Executive Director of the Healthcare Foundation of New Jersey; Bill Engel, President of the Hyde and Watson Foundation; Cynthia Evans, CFO of the Geraldine R. Dodge Foundation; Michael Unger, Chief Administrative Officer of The Atlantic Foundation; and many more. 

The Investment Forum promises rare access to leading asset managers, financial service institutions, professional advisors and practitioners sharing best practices and engaging in valuable discussion focused on successful endowment management.   For more event details, the full agenda, contact and registration information, please visit http://www.cnjg.org/events/investmentForum.

ABOUT CNJG

The Council of New Jersey Grantmakers exists to strengthen and promote effective philanthropy throughout New Jersey. The leading resource for networking and information for New Jersey’s philanthropic community, CNJG provides representatives of all types of grantmaking organizations access to valuable services and meaningful activities to advance their work.

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