Director of Investments at the Helmsley Charitable Trust, Fraud Prosecutors and a Former “Fraudster” Lead Line-Up
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 presentations by leading investment professionals at the only conference in New Jersey focused on foundation and charity endowment stewardship. Joshua Fenton, the Director of Investments for The Leona M. and Harry B. Helmsley Charitable Trust, the country’s 14th largest foundation with over $5 billion in assets, will present the opening keynote address on measuring and managing risk in an uncertain world.
The day-long conference wraps up with a much-anticipated closing plenary session entitled “Investment Fraud and How to Prevent it From Happening to You.” Panelists who have prosecuted or investigated high profile fraud cases will share their observations from the field and include: Laura Posner, Chief of the New Jersey Bureau of Securities; Paul Roberts, Madoff FBI Special Agent; Rick Barry, First Jersey Securities Chief Investigator; Dan Alonso, Stratton Oakmont (“Wolf of Wall Street”) Prosecutor; and Brian Cosgriff, New Era Philanthropy FBI Special Agent. Additionally, Aaron Beam, former convicted CFO of HealthSouth Corp, will offer attendees candid insight into his experience.
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. CNJG President Nina Stack explains, “We’ve intentionally designed this conference to meet the varying interests and needs of CEOs, CFOs, and Investment Committee members as they go about managing their endowments.” The Investment Forum grew out of CNJG’s longstanding Finance & Investment Affinity Group, a cohort of private foundation staff and trustees who meet quarterly to stay abreast of industry investment practices.
Sessions during the day will 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 a Luncheon Plenary Market Outlook.
Special early bird registration pricing runs through October 17th with heavy discounts for foundations that are members of regional associations of grantmakers and a special price for representatives from endowed charities.
The Investment Forum will offer 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, full agenda, contact and registration information, please visit http://cnjg.org/events/investmentForum.
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.