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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.
After a positive year for both stock and bond markets that caught many investors off guard, grantmaking organizations and their boards may be wondering whether 2024 will be a repeat of 2023, or a reversal. Join us for a breakfast presentation and Q&A where we will discuss J.P. Morgan’s views across traditional and alternative asset classes for the year ahead.
Michael Garvey is a Managing Director and the East Region Head ofJ.P. Morgan’s Outsourced Chief Investment Office. In this role, he manages the OCIO team’s largest geography by AUM. Michael and his team work with endowments, foundations and institutional family offices across the country to develop investment strategies, build customized separately managed portfolios and invest across long-only and alternative investments for some of the most sophisticated investors around the world.
Michael Pages is a Senior Banker and Executive Director at J.P. Morgan. He works alongside a team of professionals who share responsibility for advising endowments, foundations and select family offices across the US on a variety of matters including asset allocation, portfolio construction, capital and liquidity strategies and execution. He has deep expertise in the Outsourced Chief Investment Officer (OCIO) model and is Team Lead.
Agenda
8:30 a.m. - Breakfast
9:00 a.m. - Program begins
10:00 a.m. - Meeting concludes
Cost: $35 for CNJG Members; $70 for Non Member Grantmakers (includes full breakfast)
The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, first-of-its-kind resource, which covers the basic legal rules around what staff are allowed to fund and engage in at a private foundation.
Excellence in Giving
In 2005, CNJG adopted Guiding Beliefs & Principles to offer a thoughtful source of direction and inspiration to help guide our state’s philanthropic sector into the future. CNJG first launched its Excellence in Giving initiative in 2007 with the goal is to provide grantmakers the practical tools necessary to ensure best practice in their operations and grantmaking.
The first booklet, Guiding Beliefs & Principles for New Jersey Grantmakers includes a wealth of insights and tips related to board governance, legal compliance, grantee communications, fiscal responsibility, public disclosure, and many other key areas of foundation governance and operations. It contains wisdom provided by leaders of all types of giving organizations within the CNJG’s membership, and is intended to serve as a practical resource to assist New Jersey foundations in their grantmaking. CNJG’s board is in the process of updating these beliefs and principles in 2023/2024. For more information on the updating process, please contact Theresa Jacks.
In 2010 CNJG released a second, comprehensive resource to help the state’s philanthropic community understand their ethical, legal, and fiduciary requirements and obligations - What Every Grantmaker Should Know and Frequently Asked Legal Questions. These two booklets are key publications in CNJG’s Excellence In Giving Series. While the Guiding Beliefs & Principles is available publically, members will need to log into access the legal guide for download.
Members can request additional copies of the booklets mentioned on this page by contacting Theresa Jacks.
In the third session of Putting Racism on the Table (2016), Julie Nelson, Director of the Government Alliance on Race & Equity, Haas Institute for a Fair and Inclusive Society, focused on implicit bias. We encourage check out the viewing guide and discussion guide to be used with the video.
Watch the video
This guide was designed to help the state’s philanthropic community understand their ethical, legal, and fiduciary requirements and obligations.
