Join leaders of private foundations and endowed non-profits for the Council of New Jersey Grantmakers' 3rd biennial Investment Forum for Foundations and Endowments. Attendees at CNJG's Forum will gain rare access to leading asset managers, financial service institutions, professional advisors and practitioners who will share best practices and valuable insights focused on successful endowment management. Keynote speeches and interactive workshop sessions will explore a wide range of timely and useful topics, including portfolio construction, the basics of endowment investing, selecting and managing an investment consultant, alternative investing, best practices for rebalancing a portfolio’s asset allocation, setting a spending policy that meets endowment objectives, the evolution of ETFs, evaluating endowment investment risk, market outlook, policies and practices for governing a corpus, understanding the cost of investments, effective approaches to small endowment stewardship, and the role of socially responsible investments in an endowment portfolio.
Philanthropy Network members are eligible for CNJG member pricing. The fee for Regional Association members:
$195 Early-bird by 10/12
$225 After 10/12
To register, create an account on the CNJG website, register for the event here as a Regional Association (be sure to affiliate yourself with Philanthropy Network Greater Philadelphia when filling out the registration page).