2015 JFNA Investment Institute Draft Program Sunday, February 8, 2015 10:30am-3:30 pm Golf Tournament: Emerald Hills, Ft. Lauderdale 1:00-3:00 pm Tennis Round-Robin 6:00-6:30 pm Cocktail Reception 6:30-7:30 pm Keynote Greg Zuckerman, Special Writer and Author, The Wall Street Journal 7:30 pm Sponsor Dinners Monday, February 9, 2015 7:00-8:30 am Breakfast 8:30-8:45 am Access to Success: The Goals and Vision of the Chairs of the JFNA Investment Institute Welcoming Comments: Investment Institute Co-Chairs Michael Horvitz (Cleveland) Phyllis Tabachnick (Chicago), Eric Stillman, CEO, Jewish Federation of Broward County 8:45-9:45 am General Session: The United States: Setting the Pace for the Global Economy and Financial Markets, Abby Joseph Cohen, Senior Investment Strategist, Goldman Sachs 9:45 -10:30 am General Session Panel: Blurring the Lines between Asset Allocation and Managers Moderator – John Hoover, Andrea and Charles Bronfman Philanthropies Eric Upin, Chief Investment Officer, Makena Capital Management Mike Miller, Managing Director, Colonial Consulting 11:00-12:00pm General Session Panel: Opportunistic Investing Josh Friedman, Canyon Partners, Founding Partner, Co-Chairman, and Co-CEO Mitchell Julis, Canyon Partners, Founding Partner, Co-Chairman, and Co-CEO 1 2015 JFNA Investment Institute Draft Program 1:30-2:15 pm General Session: Best Thinking on Private Alternatives Ken Trippe, Director of Private Investments, Glenmede Investment and Wealth Management 2:15 – 3:00pm General Session Panel: Social Responsible Impact Investing Moderator: Julie Hammerman Heather H. Myers, Managing Director, Russell Investments Alan Barkat, Dualis Holden Lee*, CFO and CIO, Jewish Community Federation of San Francisco 3:30 – 4:30pm Breakout Session Series A Session 1A: Conflicts of Interest on Investment Committees Moderator – TBD Alison Lonshein, General Counsel and Assistant Secretary, The Frick Museum Alan Leifer, Immediate Past Chair JFNA Investment Institute Panelist TBD Session 2A: The Rising Standards of Due Diligence Moderator – Geoff Gerber, Investment Chair, Jewish Federation of Greater Pittsburgh Jonny Lach – Partner, Albourne America Panelist TBD Session 3A: How Best to Invest in Israel Moderator: Alon Ozer Jonathan Half, Managing Director, ION Asset Management Steven Schoenfeld, BlueStar Global Investors Jonathan Kolber, General Partner, Viola Partners 4:45 - 5:45 pm Breakout Sessions: Series B Session 4B: The Illusion of Diversification (White Board Project) Moderator, Cathleen Rittereiser, Founder and CEO, Uncorrelated Nolan Beam, Managing Partner, Fund Evaluation Group David Brief, CIO , Jewish Federation of Metropolitan Chicago 2 2015 JFNA Investment Institute Draft Program Session 5B: The Impact of Costs on Investment Returns Moderator – TBD Panelist TBD Glenn Kemp, Vice President & Regional Director, Dimensional Fund Advisors Session 6B: Trends in Jewish Philanthropy Kathy Manning, Immediate Past Chair, Board of Trustees, JFNA Andres Spokoiny, President and CEO, JFN Panelist TBD Panelist TBD 6:00 pm Cocktail reception 7:00 pm Sponsor Dinners 9:30 pm After hours networking – Beer and Wine Tuesday, February 10, 2015 7:30 - 8:45 am Sponsor Breakfasts 8:45 – 9:00 am Summary from Day One - Chairs 9:00-10:00 am General Session: War Stories: Tales from the Front Lines Leon Cooperman, Omega Advisors Interviewer – Mark W. Yusko, Morgan Creek 10:00-10:45 am General Session: Smart Volatility Reduction: How Can the Investor Benefit from Volatility Management? Adrian Banner, CEO & CIO, INTECH 3 2015 JFNA Investment Institute Draft Program 11:15-12:00 pm General Session: Family Foundations: From Investment to Philanthropy Moderator - Jeff Solomon, President, The Andrea and Charles Bronfman Philanthropies Charles Bronfman, Chairman, The Andrea and Charles Bronfman Philanthropies Sara Crown Star, Crown Family Philanthropies Panelist TBD 12:00-1:00 pm Lunch with sponsored table topics 1:15 - 2:00 pm General Session: Evolution of Asset Management Rob Kapito, President, BlackRock 2:15 – 3:00 pm Breakout Sessions: Series C Session 7C: Start-Up Nation Investing Moderator: Gary Jacobs, Co-Founder / General Partner NGT3 VC Michael Freedman, Asquith Israel Merchant Bank Moshe Bar Siman Tov, Minister for Economic Affairs, Israeli Embassy Panelist TBD Session 8C: Best Practices of Investment Committees Moderator – Michael Horvitz, JFNA Investment Institute Co-Chair Christina Van Liew, Private Wealth Advisor, Merrill Lynch Bob Kokol, Investment Chair, Tampa Orlando Pinellas (TOP) Jewish Foundation Diana Joseph, CIO, Barrington Strategic Wealth Management Session 9C: The Cost and Benefits of Illiquid Investments Moderator – David Brief, CIO, Jewish Federation of Metropolitan Chicago Jim Farley, President and CEO, Leichtag Foundation Jane Moncrieff*, Chief Investment Officer for CareGroup/Combined Jewish Philanthropies TBD, KKR 4 2015 JFNA Investment Institute Draft Program 3:15-4:00 pm Breakout Sessions: Series D Session 10D: Opportunities and Challenges in the Fixed Income and Credit Markets Moderator- Ethan Youderian, Chief Investment Officer, PT Asset Management Mamak Shahbazi, President, Colchester Global Investors Panelist, TBD Panelist, TBD Session 11D: Spending Policy: Key to Intergenerational Equity Brian Wodar, Senior Vice President and the National Director of Nonprofit Advisory Services, AllianceBernstein David Brief, Chief Investment Officer, Jewish Federation of Metropolitan Chicago Panelist, TBD Session 12D: Top Down vs. Bottoms Up Investment Management Style Moderator – Brian Bono, CFA, Senior Institutional Investment Strategist, SEI Richard Bernstein, RB Advisors, CEO Panelist, TBD Holden Lee, CFO & CIO, Jewish Community Federation of San Francisco 4:15 – 5:00 pm General Session: Jim Grant, Founder Grant’s Interest Rate Observer 5:15 pm Reception 7:00 pm Sponsor Dinners 9:00 pm After Hours Open Bar 5 2015 JFNA Investment Institute Draft Program Wednesday, February 11, 2015 7:30-8:45 am Sponsor Breakfasts 8:45 – 9 am Summary Day Two 9:00-9:45 am General Session: Keynote: Social Investment and the New Role of Finance Sir Ronald Cohen, Chairman Big Society Capital, Portland Trust and Bridges Ventures Introduction: Amit Merom, Founder and CEO, Marom P&B Group 9:45-10:30 am General Session: Governance Models - Outsourcing vs. Consulting; Staff vs. Volunteers Bruce Zimmerman, CEO and CIO, University of Texas Investment Management Company Interviewer: John Griswold, Executive Director, Commonfund Institute 10:30-11:15 am General Session: Outsourcing, Insourcing and Consulting Moderator – David Brief Stephanie Lynch, Managing Director, Global Endowment Management Sandy Urie, President, Cambridge Associates Dan Jick, Investment Committee Chair, JFNA Endowments 11:15 am Closing Remarks (co-chairs, Michael Horvitz & Phyllis Tabachnick) 11:30 am CONFERENCE CONCLUDES (Boxed Lunch Provided) -----------------------------------------------------------------------------------------------------------------------------------------12:00-1:30 pm Optional session for Federations and private foundations Moderator: Alan Leifer, JEFII Update David Brief, CIO, Jewish United Fund/Jewish Federation of Metropolitan Chicago Michael Dye, General Counsel, ASSOCIATED: Jewish Community Federation of Baltimore Jane Moncrieff, CIO, CareGroup/CJP, Boston Jewish Federation Barry Reis, Chief Financial Officer, Jewish Federation of Cleveland Stephen Schwartz, Chief Investment Officer, Greater Miami Jewish Federation 6
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