Investment Forum for Foundations and Endowments

Wednesday, November 5, 2014 -
7:30am to 5:30pm EST
The Palace, Somerset, New Jersey
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For CEOs, executive directors, CFOs and trustees of Council members

Join private foundations and endowed non-profits throughout the Notheast region for an Investment Forum and gain rare access to leading asset managers, financial service institutions, professional advisors and practitioners who will share best practices and engage in valuable discussion focused on successful endowment management.  Keynote speeches and interactive workshop sessions will explore topics such as portfolio construction, opportunities in fixed income, mission-related investing, alternative investments, good governance, global investing, managing your manager, and the outsourced CIO.

Confirmed plenary session keynote speakers include:

  • Brian O’Neil, Chief Investment Officer of the $9.2 billion Robert Wood Johnson Foundation, on the topic, “Oversight of Your Investment Portfolio: What You Have to Get Right”
  • J. Peter Simon, Co-Chairman, William E. Simon and Sons, and Leslie C. Quick III, Managing Partner, Massey Quick, as the featured participants in “Managing the Corpus: A Conversation with Renowned Philanthropist/Money Managers.”    

This special learning opportunity is offered by the Council through its regional partner, the Council of New Jersey Grantmakers.

Members of the Connecticut Council for Philanthropy will be eligible to attend at a discounted rate: $195 before October 10th and $225 after the 10th.

To review the forum agenda and to register to attend, click HERE >>

Questions? Contact Deb Werner, 860-525-5585.
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