Program

Subject to Change

3:00pm - 4:00pm

Registration and Check-In

A few opening remarks about the conference, why we are here, what we will be doing with the Investment Institute going forward and the collaboration between JFNA and JFN.

Speakers

Major changes have transformed each of the three major participants in a successful investment program. The greatest change has developed at an increasing rate in the investment markets where many factors in technology, regulation, and globalization have changed importantly. Major changes have also impacted investment managers in ways that are more powerful than most recognize. And investors have changed, but not nearly enough to provide the effective governance needed by the funds for which they are responsible. We cannot change the markets and have little hope of changing managers, so the best way to succeed now and in the future will be through better and stronger long-term governance, the sooner the better.

Keynote
6:15pm - 7:15pm

Cocktail Reception

This is an invitation-only private dinner.

7:00am - 8:00am

Breakfast

8:00am - 8:15am

Welcome

Meet the CEOs of the Jewish Funders Network and the Jewish Federations of North America, representing the largest philanthropic network in the world. Hear about what keeps them up at night, and how we can work together to change the world by judicially granting and investing the $100 billion in Jewish philanthropic wealth that its members control.

Moderator
Panelists

After more than 10 years of steady US economic growth and nearly 11 years of a US equity bull market as measured by the S&P 500 Index, it is hard to imagine that both have room to grow. Yet that is our 2020 base case. We expect the US economy to benefit from a healthy consumer, favorable financial conditions and a lack of notable imbalances, either economic or financial. With risk of a recession low this year as a result, we recommend remaining invested in US equities given the odds have overwhelmingly favored doing so during past economic expansions.

Speaker

Over the past 65 years, Israel has built a reputation as one of the most innovative and technologically advanced countries in the world. It has been dubbed the startup nation, and enjoys a reputation as generating advances in information technology, engineering, health, agriculture, water, and energy. Learn from this distinguished panel how Israel is taking bold and strategic steps to support business development and transform it from a startup to global nation, with an unparalleled reputation as a global leader and how this can all be monetized and sustained.

Moderator
Panelists
10:45am - 11:15am

Break

Wall Street is having an ever-growing influence on philanthropy and we are fortunate to have an intimate chat with one of the legends. From his roots growing up in the South Bronx, understand how this son of immigrants from Poland grew to become voted the number one portfolio strategist in the Institutional Investor "All-America Research Team" survey, then went on to signing the Giving Pledge and forming the Leon and Toby Cooperman Family Foundation.

Speaker

To support spending and maintain purchasing power in perpetuity, trustees and investment committees have very high investment return targets, making it critical to build resilient portfolios and align policies with the mission. In this session, Commonfund experts will share insights, research, and techniques, and provide trustees, investment committee members, and senior leadership with a guide for understanding which governance and investment practices best position your organization to achieve its mission.

Moderator
Panelist

Clear measurement standards, high-grade operations, specialized products, and more training for entrepreneurs can make impact investing a more influential practice.

Moderator
Panelists

An OCIO can provide research, investment, and analytic capabilities with a deep understanding of beliefs and objectives to create customized solutions. Learn how best to keep your investment committees engaged and why outsourcing this important function makes fiduciary sense.

Panelists
Moderator

Join this interesting conversation on portfolio modeling and management strategies. In traditional financial analysis, investment management tools allow investors to evaluate the return and risk of individual investments on their portfolios. Are the tools the same to analyze investment performance across the third dimension that includes impact? Bring your viewpoint, and see how it matches up to our panel of experts.

Panelists
Moderator

Impact investing refers to an investment strategy that not only generates financial returns but also creates constructive outcomes. The strategy actively seeks to make a positive impact by investing, for example, in nonprofits that benefit the community. Israel is on the forefront of this thinking and our panel explores the whys and how’s of creating such investments, along with an endowments perspective to determine portfolio viability.

Panelists
Moderator

What is the ideal asset allocation? Is it the mix of investment from most aggressive to safest that will earn the highest possible total return over time? Learn to ask the questions of what that mix of stocks, bonds, cash or money market should be and what will happen when you add a dash of alternatives. If you had the luxury of starting from scratch, would your portfolio be the same? These and other question will be answered by our panel. Or at least have you thinking a bit differently on how you approach assets classes.

Moderator
Panelists

If you follow the hype, Artificial Intelligence Is the Next Big Thing. We hear about Big Data and the IoT (Internet of Things). China is beating the U.S. in AI and Europe’s AI experts are challenging both U.S. and China, but a new contender for AI leadership is rapidly emerging, that includes how we assess our gaps and vulnerabilities. In the world of quantitative finance, an enormous effect on the global markets has changed how we invest today. Discover from this panel how we went from making machines learn to solve trends and predictions.


Many believe that impact and sustainable investing is a niche in the investment industry reserved for religious, environmental and social impact foundations. There is also the perception that “impact investing” involves sacrificing investment returns to “do good”. This panel will explore how neither of these presumptions are true and how you can become socially conscious and still adhere to your investment strategies.

Panelists
Moderator

Israel is a tiny country with a population of around 8 ½ million, has earned the moniker of “Startup Nation” mostly because it has largest number of startups per capita in the world, around 1 startup for every 1,400 people. How did that happen? What is it about Israel that makes it such a good investment? Why would an ancient land, under constant barrage and political quagmires, nonetheless become the silicon valley of the Middle East?

Join former Ambassador Shapiro on these thoughts on how US-Israeli investments will fare pending elections both here in the U.S. and Israel. The coming elections will give the winners control over booming economies that have challenges that need to be addressed to maintain growth. Whether in the heartland of America or the periphery of Israel, learn what is needed to create impact and sustainable growth for both countries.

Interviewer
Keynote

As a member of PIMCO’s Americas Portfolio Committee, Libby is well suited to help us understand the risks and opportunities created by recent developments awaiting us as the upcoming presidential election nears. Her discussion will touch on a wide range of policy issues, such as trade and foreign policy, as well as the resulting implications for financial markets both here in the U.S. and the global economy.

Speaker
6:15pm - 7:15pm

Cocktail Reception

7:15pm - 9:30pm

Sponsored Dinners

To address the world’s most pressing social and environmental challenges, trillions of dollars need to be mobilized from both the public and private sectors over the next 10 - 15 years. Institutional capital is a critical component in narrowing this capital gap via commercially viable, market-based mechanisms, including impact investing. This session will explore industry-level trends and the investments used with regards to global impact investor market activity.

Moderator
Panelists
9:50am - 10:15am

Break