Investment Forum For Foundations and Endowments

Wednesday, October 19, 2016 -
8:00am to 6:00pm EDT
The Palace in Somerset, 333 Davidson Avenue, Somerset, NJ
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A conference for CEOs, presidents, executive directors, CFOs, trustees, finance and investment committee members of private foundations and endowed charities in the Tri-State region.

The Council of New Jersey Grantmakers (CNJG) has invited Tri-State region leaders of private foundations and endowed non-profits to attend their 2nd biennial Investment Forum for Foundations and Endowments and have extended a registration discount to CCP members.


Participants will gain rare access to leading asset managers, financial service institutions, professional advisors and practitioners who will share best practices and valuable insights focused on successful endowment management. Keynote speeches and interactive workshop sessions will explore a wide range of timely and useful topics including the danger of conflating risk and volatility, changing your investment provider, asset allocation strategy, new approaches to portfolio construction, evaluating investment managers, investing a small non-profit (endowment) portfolio, alternative investments, a market outlook, active vs. passive investing, good governance, different approaches to managing your organization’s investment process, and how to prevent investment fraud from happening to you.

Sustainable philanthropy thrives on careful stewardship of the corpus. This biennial signature event grew out of CNJG’s Finance and Investment Affinity Group convenings which have long offered CFO’s, investment committee members, board chairs and others with oversight of their endowment, exposure to a wide range of representatives and perspectives from the investment community.


The Danger of Conflating Risk and Volatiltiy in Uncertain Times
Joshua Fenton, Director of Investments, Leona M. and Harry B. Helmsley Charitable Trust

Market Outlook: Managing Your Portfolio Today
A wide-ranging panel discussion featuring representatives of leading investment management firms and financial institutions on managing your foundation and endowment’s portfolio in the current market environment

Investment Fraud and How to Prevent it From Happening to You
Panel discussion featuring:

Laura Posner, Chief of the New Jersey Bureau of Securities, moderator
Dan Alonso, Stratton Oakmont (“Wolf of Wall Street”) Prosecutor
Rick Barry, First Jersey Securities Chief Investigator
Aaron Beam, Convicted CFO of HealthSouth Corp
Brian Cosgriff, Foundation for New Era Philanthropy FBI Special Agent
Paul Roberts, Madoff FBI Special Agent


The Ins and Outs of Changing Your Investment Provider
The nuts and bolts of making the switch

Asset Allocation Strategy
Best practices that ensure you achieve your objective including asset allocation, discipline, managing risk and more

New Approaches to Portfolio Construction
A look at current trends including factor-based and time-span portfolios

Evaluating Investment Managers: People, Process and Philosophy
What you need to know to derive the results you want, how to evaluate along the way

Investing a Small Non-Profit (Endowment) Portfolio
Choices, options and fiduciary responsibilities

Alternative Investments
What to consider whether you’re adding to your portfolio or want to maximize what you already have

What to Invest in When Nothing Looks Good
Navigating the challenges of a low-interest rate environment

Active vs. Passive Investing
Which approach should you use and when?

Good Governance: From Policies to Practice
A range of topics for board and staff including key fiduciary responsibilities, the Prudent Investor Act, recruiting a board that works, detecting fraud, and more

Different Approaches to Managing the Investment Process
CIO, consultant, or committee run – how do you determine what’s best for your organization?

Plus Networking time over breakfast, lunch and fabulous closing cocktail party.


  Early Registration
(by October 5)
(October 6-18)
1st Regional Association Member (including CCP) $215 $225
2nd Regional Association Member (including CCP; Use coupon code RAADDL) $195 $225
Non-Profit Charity with Endowment $195 $225
Grantmaker/Non-Regional Association Member $385 $450


Members of regional associations of grantmakers like CNJG, Philanthropy New York, Philanthropy Network Greater Philadelphia, Connecticut Council for Philanthropy (CCP), Delaware Grantmaker's Association, Association of Baltimore Area Grantmakers and Washington Regional Association of Grantmakers can attend at the discounted member rate.

Cancellation Policy
Cancellations made on or before October 10th will be assessed a $35 administrative fee. No refunds will be made for cancellations made on or after October 10th, though you may send a substitute if you are unable to attend (please notify us if this will occur).


Fairfield Inn & Suites Somerset
315 Davidson Avenue
Somerset, NJ 08873

CNJG has reserved a block of rooms at the rate of $149.00 per night. This special rate is available until September 27, 2016. You may make a reservation by calling the hotel or by using this link to reserve a room online.