7:00-8:30amBreakfast // Ironwood RestaurantSponsored by Solovis

8:30am-1:00pmGolf Outing // Palmer CourseSponsored by Solovis

1:00-3:00pm

Tennis Round-Robin // PGA National Sports & Racquet Club

4:00pm

Registration Begins // Atrium Registration

5:00-6:00pm

Cocktail Reception // Honda Pavilion

6:00-7:00pm

Keynote: The Most Important Thing // Honda Pavilion

7:00pm

VIP Dinner // Lakeside LawnSponsored by BlackRock

Sponsor Dinners // Offsite

7:00am

Registration Opens // Atrium Registration

7:00-8:00am

Breakfast // British Ballroom

8:00-8:15am

Access to Success: The Goals and Vision of the

JFNA Investment Institute // PGA Ballroom

8:15-9:10am

Plenary: Reflections on Winning the Loser’s Game

// PGA Ballroom

9:10-10:00am

Plenary: Evolution of the Asset Management Industry: What’s Now, What’s Next? // PGA Ballroom

10:00-10:50am

Plenary Panel: Global Perspectives on the Age of

Central Banking // PGA Ballroom

10:50-11:15am

Networking Break // PGA Foyer & Veranda

11:15am-12:10pm Plenary: Reflections on Life after the Great Bull Market // PGA Ballroom

12:10-1:00pm

Plenary Panel: Crisis and Opportunity: Managing Risk and Reaping Rewards in an Uncertain World

// PGA Ballroom

1:00-2:15pm

Lunch

Keynote: Evolution of Non-profit Investing

// British BallroomSponsored by Colonial Consulting

2:15-3:05pm // Breakout Sessions

Global Impact InvestingBella Lago

Startups in Philanthropy: A Private Equity PerspectiveCanterbury

Mission Related Investing: How Does Israel Fit in Your Portfolio - A Retrospective on the Israel Investment SummitVista

3:15-4:05pm // Breakout Sessions

Mission Driven Investing Part 2: Buyers BewareCanterbury

Defining the Role of the Investment Committee Bella Lago

Engaging the Next Generation Vista

4:05-4:30pm

Networking Break // PGA Foyer & Veranda

4:30-5:20pm Plenary Panel: Professionalizing Family Foundations // PGA Ballroom

5:20-6:10pm

Plenary: Insights on the Geopolitical Landscape // PGA Ballroom

6:15-7:15pm

Cocktail Reception: What You Need to Know about

Israel: Economic Outlook and Investment Insights // PGA Foyer & VerandaSponsored by Northern Trust

7:00-8:15am Breakfast // British Ballroom

8:15-8:40am Reflections & Observations // PGA Ballroom

8:40-9:40am Plenary: Private Equity Markets and Views on the Trump Administration// PGA Ballroom

9:40-10:30am Plenary Panel: The Evolving Trends in Outsourcing // PGA Ballroom

7:15pm

Sponsor Dinners // Offsite

8:30pm

After-hours Cocktail Reception // iBar, Hotel Lobby

10:30-11:20am Plenary Panel: Best Governance Practices: Investment Delegation for Long Term Funds // PGA Ballroom

11:20-11:45am Networking Break // PGA Foyer & Veranda

11:45am-12:35pm Plenary Panel: Investor Perspectives on Outsourcing and the Decision Process // PGA Ballroom

12:45-2:00pmTable Topic Lunch Forums // British Ballroom

2:00-2:50pm // Breakout Sessions

The Value Proposition for Outsourcing: Is Bigger Better?Masters A

Understanding the Nuances of the OCIO Model: How Best to Customize Your PlatformBella Lago

Special Session for Sponsors: Enhancing the Relationship between Investment Offices and ManagersMuirfield

Understanding the Spectrum from Investment Consultant to OCIOMasters B

3:00-3:50pm // Breakout Sessions

The Value Proposition for Outsourcing: Is Bigger Better?Masters A

Understanding the Nuances of the OCIO Model: How Best to Customize Your PlatformBella Lago

Special Session for Sponsors: Enhancing the Relationship between Investment Offices & ManagersMuirfield

Understanding the Spectrum from Investment Consultant to OCIOMasters B

3:50-4:10pm Networking Break // PGA Foyer & Veranda

4:15-5:15pm Closing Plenary: Truth and Consequences: The Reality of a New Administration and Implications for Financial Markets // PGA Ballroom

5:15-6:30pm

Cocktail Reception // PGA Foyer & VerandaSponsored by Covariance Asset Management

7:00pm Sponsor Dinners // Offsite

8:00-9:00am Breakfast // British Ballroom

9:00-9:45am Discussion Session: Focus Group on Israel Fund of Funds: A Working Concept // PGA Ballroom

9:45-10:30am Discussion Session: Adopting Spending Policy in a Low Return Environment // PGA Ballroom

10:30-11:00am Discussion Session: Town Hall Discussion: Lessons Learned and Future Challenges // PGA Ballroom

CONFERENCE CONCLUDES

Open to professional staff of Foundations and Jewish Community Foundations

EXECUTIVE SPONSORSCovariance Capital Management • Northern Trust

PREMIUM SPONSORSBlackRock • Colonial Consulting • Louis Wolfson III

GOLF OUTINGSolovis

THANK YOU TO OUR GENEROUS SPONSORS!

GENERAL SPONSORSAberdeen Asset Management Inc. • AMG National Trust Bank BlueStar Global Investors, LLC • Glenmede • Graystone Consulting • Kohlberg Kravis Roberts & Co. • Mangham Associates • Pavilion Advisory Group Inc. • Russell Investments Vanguard

STRATEGIC SPONSORS Alliance Bernstein • Aon Hewitt • BMO Global Asset Management • Commonfund Institute • Elah Fund • Goldentree Asset Management • Israel Investment Advisors • Leifer Family Fund • NEPC • Neuberger Berman • SEI Investments

TABLE TOPIC SPONSORS Aperio Group, LLC • Canterbury Consulting • Dimensional Fund Advisors • Fund Evolution Group • Gesher Capital • Impact First Investments • JANVEST Capital Partners • Israel Bonds • Israel Secondary Fund • PNC Institutional Asset Management

CHARGING STATIONSOkabena Advisors • OR Movement