The Investment Forum is a one-of-a-kind event aimed at helping foundation and nonprofit CEOs, executive directors, CFOs, trustees and finance and investment committee members from around the country gain direct access to a broad array of experts who can offer strategic insight and practical information on investment management.
You’ll gain easy 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. Pointed, strategic, and masterful keynote speeches and educational workshop sessions will explore a wide range of timely and useful topics, while the interactive virtual platform will provide ample and varied opportunities to engage in further discussion with experts, sponsors, speakers, and colleagues.
Sustainable philanthropy thrives on careful and skillful stewardship of the corpus. This signature event grew out of the Council of New Jersey Grantmakers’ 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, as well as thoughtful expertise and perspectives from the investment community.
AGENDA AT A GLANCE
Day 1 Opening Plenary | November 9, 1 – 2 pm ET
A Career in Finance - Three Women Share Their Wisdom and Experience
Day 2 Market Outlook Plenary | November 10, 1 – 2 pm ET
Managing Your Portfolio Today for the Long-Term
Day 3 Keynote Presentation | November 16, 1 – 2 pm ET
Featuring Brian O’Neil, Chief Investment Officer, Robert Wood Johnson Foundation
Concurrent sessions daily from 2:45 pm – 3:45 pm ET. Topics include:
- Portfolio Construction and Management
- Governance, Operational Due Diligence and the Importance of Knowing Your Fiduciary Duty
- Alternative Investments: What Makes Sense for Your Portfolio?
- Investment Management – Approaches and Evaluation
- ESG Investing
- Chasing the Yield – How to Find Return in a Low Interest Rate Environment
- Gift Acceptance Policies and What to Do with Unusual Gifts
- Impact Investing
- Thematic Investment
- International Investing
CNJG is offering this event to Philanthropy Network members at the CNJG member rate of just $85. When registering, please select "CNJG Members and Nonprofit Organizations," and fill in the name of your PSO (Philanthropy Network Greater Philadelphia).
Register
For questions or help registering, contact Anna D’Elia, Manager of Programs and Learning.