2021 Virtual Investment Forum for Foundations and Endowments (A) | Council of New Jersey Grantmakers | 9 November 2021 | Virtual Event

A MUST-ATTEND conference for CEOs, executive directors, CFOs, trustees, investment committee members, and finance managers of foundations and endowed nonprofits.

You’ll gain easy 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. Pointed, strategic, and masterful keynote speeches and educational workshop sessions will explore a wide range of timely and useful topics, while the interactive virtual platform will provide ample and varied opportunities to engage in further discussion with experts, sponsors, speakers, and colleagues.

Sustainable philanthropy thrives on careful and skillful stewardship of the corpus. This signature event grew out of the Council of New Jersey Grantmakers’ Finance and Investment Affinity Group convenings, which have long offered CFO’s, investment committee members, board chairs and others with oversight of their endowment, exposure to a wide range of representatives, as well as thoughtful expertise and perspectives from the investment community.

2021 Speakers

Leena Bhutta
Deputy Chief Investment Officer, Doris Duke Charitable Foundation

Carolyn Lange
Chief Financial Officer, Community Foundation of New Jersey

Jacqueline D. Robinson
Chief Financial Officer, New Jersey Community Capital

David Dietze
Managing Principal, Senior Portfolio Strategist, Peapack Private Wealth Management

Calvin Huang
Associate, Bessemer Trust

Anthony Fraizer
Executive Director, Community Foundation of South Jersey

Jacob Walthour
Investment Committee Member, Margaret A. Cargill Philanthropies, Chief Executive Officer, Blueprint Capital Advisors Margaret A. Cargill Philanthropies

Sergio Pawlak
Executive Director, Head of Alternative Investments for Latin America, J.P. Morgan Private Bank

Christine L. Healey
President, Healey Education Foundation

Chris McGoldrick
Managing Director, PNC Institutional Asset Management

Christine McGovern
Department Head, Vanguard Institutional Advisory Services

Rich Ribeiro
Vice President and CFO, Turrell Fund

Daniel J. Brady
Chief Investment Strategist, PNC Asset Management Group

Stephen Burns
Senior Portfolio Manager, Endowments and FoundationsGlenmede

Barbara (Bree) Sterne
Senior Vice President and Investment Strategist, Bessemer Trust

Anthony Werley
Chief Investment Officer, J.P. Morgan Endowments and Foundations Group

Andrew Lieu
Trustee, Princeton Area Community Foundation Partner, Roundview CapitaL, Princeton Area Community Foundation

Kimberly Boller
Executive Director, The Nicholson Foundation

Michael Crow
Portfolio Manager for Endowments & Foundations, Glenmede

S. Alexander Haverstick
Principal and Senior Wealth Advisor, Bessemer Trust

Paul Stierhoff
Trustee, Henry S & Agnes M Truzack Foundation

Caroline Hodkinson
Principal and Head of Philanthropic Advisory, Bessemer Trust

Frances A. McElhill, Esq.
Partner, Archer & Greiner, P.C.

Laura N. Solomon, Esq.
Founder, Laura Solomon & Associates

Linda Czipo
President & CEO, Center for Non-Profits

Brian S. O'Neil, MBA
Chief Investment Officer, Robert Wood Johnson Foundation

Nick Ashburn, CSRIC
Head of Responsible Investing, PNC Asset Management Group

Joshua Burgher
Principal, PKF O’Connor Davies

Reuben Teague
Executive Director, Impact & Responsible Investing, Prudential Financial

Warren Tranquada
Executive Vice-President and Chief Operating Officer, New Jersey Performing Arts Center (NJPAC)

2021 Sponsors

SIGNATURE INVESTOR SPONSOR:
• JPMorgan Chase

PARTNER SPONSOR:
• Bessermer Trust

HOST SPONSOR:
• Institutional Asset Management & Investment Solutions | PNC
• Glenmede

EXPERT SPONSOR:
• Vanguard
• PKF O'connor Davies

ADVISOR SPONSOR:
• Peapack Private Wealth Management