Join leaders of private foundations and endowed non-profits for CNJG’s 3rd biennial Investment Forum for Foundations and Endowments at The Palace at Somerset Park. You’ll 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. Sustainable philanthropy thrives on careful stewardship of the corpus. This biennial 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 and perspectives from the investment community.