2015 JFNA Investment Institute Program Agenda Sunday, February 8, 2015 11:00 am-3:30 pm Golf Tournament: The Club at Emerald Hills, Hollywood (Meet at Lower Lobby entrance of the Convention Center by 10:00 am for transportation to golf course) 1:00-3:00 pm Tennis Round-Robin: Diplomat Golf and Tennis Center (Shuttle departs from the hotel main drive every half hour) 5:00 pm Registration Begins 6:00-6:30 pm Cocktail Reception 6:30-7:30 pm Keynote: The American Energy Revolution: How Frackers Upended Geopolitics and Altered History Greg Zuckerman, Special Writer and Author, The Wall Street Journal Introduction: Louis Wolfson, Chairman, Wolfson Family Foundation Monday, February 9, 2015 7:00 - 8:30 am Registration and 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) and Phyllis Tabachnick (Chicago) Eric Stillman, CEO, Jewish Federation of Broward County 8:45-9:45 am Keynote The United States: Setting the Pace for the Global Economy and Financial Markets, Abby Joseph Cohen, Senior Investment Strategist, Goldman Sachs Introduction: Eran Peleg, Chief Investment Officer, KCPS Clarity Capital 9:45 -10:30 am Keynote 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 10:30 -11:00 am Networking Break 1 2015 JFNA Investment Institute Program Agenda 11:00-12:00pm Keynote: Smart Volatility Management in a Risk On/Off World Adrian Banner, CEO and CIO, INTECH Introduction: Jim Tucker, Senior Vice President and Managing Director, Northern Trust 12:00-12:30pm Lunch 12:30-1:15pm Keynote Intercepting the Puck: Key Trends No Investor Should Ignore Tal Keinan, CEO, KCPS Clarity Capital Introduction: Jerry Silverman, President and CEO, JFNA 1:30-2:15 pm Keynote Panel Best Thinking on Private Alternatives Ken Trippe, Managing Director, Director of Private Investments, Glenmede Andy Brownstein, Board Trustee, Richmond Jewish Foundation Adam Conish, Managing Director Portfolio Manager Endowments and Foundations, Glenmede 2:15 – 3:00pm Keynote Panel New Ways to Invest with Jewish Values Moderator: Julie Hammerman, Executive Director, JLens Investor Network Heather Myers, Managing Director, Russell Investments Allan Barkat, Founder and CEO, Dualis Holden Lee, Chief Financial and Investment Officer, Jewish Community Federation of San Francisco 3:30 – 4:30pm Breakout Session Series A Session 1A: Conflicts of Interest on Investment Committees Moderator: Michal Barzuza, Caddell & Chapman Professor of Law, UVA Law School Alison Lonshein, General Counsel and Assistant Secretary, The Frick Collection Alan Leifer, Immediate Past Chair JFNA Investment Institute Ahron Herring, Chief Investment Officer, Yeshiva University 2 2015 JFNA Investment Institute Program Agenda Session 2A: Where Opportunities and Risks are Today: Due Diligence Across the Investment Landscape Moderator: Geoff Gerber, Investment Chair, Jewish Federation of Greater Pittsburgh John Hyman, CEO, Algonquin Advisors Jonny Lach, Partner, Albourne America Sharon Morell, President, Oregon Jewish Community Foundation Session 3A: New Opportunities in Israeli Investments: A Call to Action Moderator: Steve Wagner, Committees Member, Greater Miami Jewish Federation 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 (and Other Lessons from the Portfolio Whiteboard Project) Moderator: Cathleen Rittereiser, Founder and CEO, Uncorrelated Nolan Bean, Managing Principal, Fund Evaluation Group David Brief, CIO, Jewish Federation of Metropolitan Chicago Session 5B: The Impact of Costs on Investment Returns: Do as I Say, Not as I Pay Moderator: Jared Knote, Vice President, Wells Fargo Portfolio Risk Advisors Ralph Wanger, Founder, Wanger Investment Management Christian Gunther, Vice President and Senior Trader, Dimensional Fund Advisors Kevin Jestice, Principal and Head of Institutional Investor Services, Vanguard Session 6B: Trends in Jewish Philanthropy Moderator: Kathy Manning, Immediate Past Chair, Board of Trustees, JFNA Andres Spokoiny, President and CEO, Jewish Funders Network John Hoover, Chief Financial Officer, The Andrea and Charles Bronfman Philanthropies 6:00 – 7:00 pm Cocktail reception 7:00 – 9:00 pm Sponsor Dinners 9:00 – 11:00 pm After Hours Cocktails, Lobby Bar 3 2015 JFNA Investment Institute Program Agenda Tuesday, February 10, 2015 7:30 - 8:45 am Sponsor Breakfasts 8:45 – 9:00 am Reflections and Observations Investment Institute Co-Chair Michael Horvitz (Cleveland) 9:00-10:00 am Keynote The Economic Investment Outlook for 2015 Leon Cooperman, Chairman and CEO, Omega Advisors Interviewer: Mark Yusko, CIO and CEO, Morgan Creek Capital Management Introduction: Howard Rabner, Chief Operating Officer and Chief Financial Officer, Jewish Federation of Greater MetroWest NJ 10:00-10:45 am Keynote Evolving Perspectives on Portfolio Risk and Governance Models Bruce Zimmerman, CEO and CIO, The University of Texas Investment Management Company (UTIMCO) Introduction: John Griswold, Executive Director, Commonfund Institute 10:45-11:15 am Networking Break 11:15-12:00 pm Keynote Panel Family Foundations: From Investment to Philanthropy Moderator: Jeff Solomon, President, The Andrea and Charles Bronfman Philanthropies Sara Crown Star, Crown Family Philanthropies Louis Wolfson, Chairman, Wolfson Family Foundation John Bussel, Investment Committee, Greater Miami Jewish Federation Foundation 12:00-1:00 pm Table Topic Lunch Forums The Long-term Investment Case for Emerging Market Debt Discussion led by Karen Bater, Aberdeen Asset Management Inc. Absolute Returns: Do They Absolutely Exist? Discussion led by Paul Glazer, Glazer Capital Management Opportunities in Fixed Income and Credit Discussion led by Fowad Sheikh, GRK Partners 4 2015 JFNA Investment Institute Program Agenda Opportunities in Private Investments Discussion led by Kristin Reynolds, NEPC Case Studies in Endowment Management: The Good, The Bad, and The Ugly Discussion led by John Regan, Permanens Capital Planned Giving: Effective Investment Management and Oversight Discussion led by Dennis Dwyer, State Street Global Advisors From “We’ve Got a Guy” to “We’ve Got an Institution: Making the Change (And Living to Tell the Tale) Discussion led by Bob Kokol, The Tampa Orlando Pinellas Jewish Foundation Are Donor Advised Funds Replacing Endowments? What’s Creating All the Hype? Discussion led by Kevin McGrath, Renaissance Considerations When Investing Planned Gifts Discussion led by Elizabeth Aycock, PNC Institutional Asset Management Investing in Israel Discussion led by Ian Bernstein, Leumi Investment Services Inc. and Jonathan Half, ION Asset Management MYTH BUSTER: Investment Themes Affecting Family Offices Discussion led by Matt Blind, Fidelity Family Office Services The Innovation Front for Connecting with Donors Discussion led by Eric Swerdin ChesterCAP, LLC 1:15 - 2:00 pm Keynote Evolution of Asset Management Rob Kapito, President, BlackRock 5 2015 JFNA Investment Institute Program Agenda 2:15 – 3:00 pm Breakout Sessions: Series C Session 7C: Following the Dollars: Capitalizing on Israeli Economic Growth Moderator: Gary Jacobs, Co-Founder / General Partner NGT3 VC Michael Freedman, Executive Director, Asquith Israel Merchant Bank Moshe Bar Siman Tov, Minister for Economic Affairs, Israeli Embassy Justin Borus, Co-Founder and Managing Partner, Lazarus Israel Opportunities Fund Session 8C: Improving Investment Outcomes Through Your Investment Committee Moderator: Michael Horvitz, Chairman, Parkland Management Company; JFNA Investment Institute Co-Chair (Cleveland) Kristina Van Liew, Managing Director and Institutional Consulting Director, Graystone Consulting 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 Jamie Weinstein, Co-Head of Credit and Special Situations, Kohlberg Kravis Roberts & Co.; Investment Committee Member, Jewish Community Federation of San Francisco George Siguler, Managing Director and Founding Partner, Siguler Guff & Company David Bizer, Managing Director, Jasper Ridge Partners 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 Lisa Yahr, Director, Angelo, Gordon & Co. Shawn Donovan, VP Marketable Securities, CareGroup/Combined Jewish Philanthropies 6 2015 JFNA Investment Institute Program Agenda Session 11D: Spending Policy: Key to Intergenerational Equity Moderator: Charlie Glassenberg, VP, Gift Planning & Investment Partnerships, Combined Jewish Philanthropies David Brief, Chief Investment Officer, Jewish Federation of Metropolitan Chicago Brian Wodar, Senior Vice President and the National Director of Nonprofit Advisory Services, Bernstein Global Wealth Management Session 12D: Top Down vs. Bottom Up Investment Management Style Moderator: Brian Bono, CFA, Senior Institutional Investment Strategist, SEI Investments Richard Bernstein, Chief Executive Officer, RB Advisors Holden Lee, Chief Financial and Investment Officer, Jewish Community Federation of San Francisco Joseph Rooney, Vice President Head of U.S. Client Group, Burgundy Asset Management 4:15 – 5:00 pm Keynote A Bearish View on the Fad of Indexing Jim Grant, Founder Grant’s Interest Rate Observer Introduction – Andrea Szigethy, Morgan Creek Capital Management, Principal and Director of Marketing, Morgan Creek Capital 5:15- 6:30 pm Reception 7:00 – 9:00 pm Sponsor Dinners Wednesday, February 11, 2015 7:30 – 8:45 am Sponsor Breakfasts 8:45 – 9:00 am Reflections and Observations Investment Institute Co-Chair Phyllis Tabachnick (Chicago) 9:00 – 9:45 am Keynote Social Investment and the New Role of Finance Sir Ronald Cohen, Chairman, Social Finance Israel Introduction: Amit Marom, Founder, Marom Group 7 2015 JFNA Investment Institute Program Agenda 9:45 –10:30 am Keynote: Opportunistic Investing Mitchell R. Julis, Co-Founder, Co-Chairman and Co-Chief Executive Officer, Canyon Partners, LLC Introduction: Robert Campion, President Canyon Capital Advisors 10:30 –11:15 am Keynote Panel Outsourcing, Insourcing and Consulting Moderator: Dan Jick, Investment Committee Chair, JFNA Endowments Stephanie Lynch, Founding Partner, Global Endowment Management Sandy Urie, Chairman and CEO, Cambridge Associates 11:15 –11:30 am Closing Remarks, JFNA Co-Chairs, Michael Horvitz & Phyllis Tabachnick -----------------------------------------------------------------------------------------------------------------------------------------11:45 –1:15 pm Closed session for Federations and private foundations (Boxed Lunch Provided) The Long Road to Increasing SAT: Lessons Learned in Driving Change Moderator: Alan Leifer, Leifer Family Foundation and Immediate Past Co-Chair JFNA Investment Institute Shawn Donovan, VP Marketable Securities, CareGroup/Combined Jewish Philanthropies Michael Dye, Vice President – Investments and Risk Management, ASSOCIATED: Jewish Community Federation of Baltimore Alon Ozer, Senior Investment Officer, Greater Miami Jewish Federation Alan Polansky, Senior Director of Investments, Jewish United Fund/Jewish Federation of Metropolitan Chicago Barry Reis, Chief Financial Officer, Jewish Federation of Cleveland 1:15 pm CONFERENCE CONCLUDES 8
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