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Creating a Prudent Investment Policy for Your Congregation - Shared screen with speaker view
Sue Weinstein Little Rock, AR, Agudath Achim
39:01
What’s the advantages/disadvantages of using a private wealth management advisor vs a community foundation that manages funds for non-profits?
Larry
41:26
and i'd like to ask in addition to the last question, how many of the participants use a community or more specifically their local Jewish Community Foundation to 'manage'
Gary Geller
42:55
And its about supporting community values
Philip Rabinowitz
43:47
what is a community group foundation
Barry Mael (he/him) USCJ
45:22
we have a question wondering how many of you use a community foundation and who is using private so you may want to indicate which in the chat
Marc Klee Beth El New Rochelle NY
47:10
Mostly do it ourselves (several of us have long time experience - I've been a money manager since 1977) but have a piece managed privately. However we are considering moving to a community foundation and probably will do so this year.
Linda Sussman
48:06
Can you share samples?
Gary Geller
53:25
Too many people focus on the upside. We need to also be thinking about downside protection
Sheldon HPCT-CAE Highland Park,NJ
54:46
A member of our committee constantly challenges the investment manager by comparing the rate of return against the S&P. How can this be countered?
Mark Kalenscher - Congregation Neveh Shalom
55:09
To what extent should we segment the investment goals? That is short, intermediate, and long term funds. Each of these will have different liquidity needs and may require alternative asset allocations.
Gary Geller
57:21
I believe in asking the manager/firm how they did in the five years surrounding 2008
Shelley Huss shaare shalom leesburg virginia
01:10:06
what about esg and excluding a country like China
Ken Turkewitz, FJMC Foundation for Jewish Life
01:12:59
If the change in value is negative, does one need to give back to the fund?
Stephen Pope, Temple Beth-El, Ithaca NY
01:15:09
Does an IPS protect the assets from a future rogue board? If not, can other legal documents address this concern? What is the recommended practice?
Ken Turkewitz, FJMC Foundation for Jewish Life
01:16:50
Is there a template or sample IPS document available?
Jo-Anne Tucker-Zemlak
01:18:55
https://www.surveymonkey.com/r/InvestmentPolicyWebinar
Jo-Anne Tucker-Zemlak
01:19:57
https://www.surveymonkey.com/r/InvestmentPolicyWebinar
allen zabusky new city jewish center
01:20:16
Please post davids email address on the chat
Philip Katzman
01:20:35
How do we access the recording of this session?
Jo-Anne Tucker-Zemlak
01:21:49
david@merskyjaffe.com
Jo-Anne Tucker-Zemlak
01:22:16
we will send links with the survey and powerpoint to all
Jo-Anne Tucker-Zemlak
01:22:23
with the recording