The Jewish Federations of North America 2017 Investment Institute

Access to success

February 12 - 15, 2017

PGA National Resort & SPA, Palm Beach Gardens, FL

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About The Investment Institute

Join influential stakeholders from Federations and private foundations—representing collectively over $80 billion in Jewish communal philanthropic assets—for informative presentations by top industry professionals, informal peer-to-peer learning, and networking. Enhance your ability to make prudent investment decisions and position your Jewish Federation, community or private foundation as the preeminent steward of endowed funds.

Past Keynote speakers

Experience the 2016 investment institute


Bruce Zimmerman


Phyllis Tabachnick

Meet them

Earn Continuing Education Credits

The Jewish Federations of North America, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.