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Investment Forum and Lead New Jersey

Investment Forum and Lead New Jersey

Friday, October 7, 2016

We are less than two weeks away from our biennial Investment Forum for Foundations and Endowments and I can’t tell you how excited I am by the fantastic line of up speakers and sessions. In preparation, we’ve had calls with each of the panels and each promises to be incredibly valuable, offering very tangible ideas and techniques.

For instance, one of our Preventing Fraud panelists is going to offer practical tools that should be part of your due diligence process. With the Good Governancebreakout, our panel will cover everything from family foundation self-dealing (very topical right now) to the concern of balancing a 5% payout when the markets aren’t providing a 5% return. The Alternative Investments panel will outline specific conditions your foundation will want to have in place when getting into different alternatives, whether small, mid-size or large. An afternoon breakout will help attendees…understand the different – and best – approaches to managing the investment process and how to determine when to use an outsourced CIO, a consultant or manage by committee. And there is so much more.

Whether you are directly involved in the management of your foundation’s corpus or want to learn more about how you, as a member of the staff or the board that cares deeply about its sustainability can stay informed about best practices, we have designed the Investment Forum with something for you. With three exceptional plenary sessions offering broad appeal and 10 breakout sessions with nearly 50 different presenters – including foundation and endowed charity peers – there is truly something for everyone, regardless of your level of investment sophistication. If you haven’t registered yet, I encourage you to do so. If you have grantees that have an endowment, I hope you’ll encourage them to attend as well.

Before I wrap up I want to mention what an honor it was to be part of Lead New Jersey’s 30th Anniversary celebration last month. There were several of the Council’s members and friends who joined me in being recognized among LNJ’s 30 Leaders for 30 Years: Eleanor Horne, Chris Daggett, Risa Lavazzo-Mourey, Linda Czipo and Ceil Zalkind. I had the good fortune to go through what was then Leadership New Jersey in 2006. I often say it gave me a Master’s Degree in the issues facing New Jersey. It has been essential in ensuring my ability to carry out my role as President of the Council of New Jersey Grantmakers. Congratulations to Lead New Jersey!

Nina Stack, President
Council of New Jersey Grantmakers