2015 JFNA Investment Institute Draft Program

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
`