Jewish Community Foundation's Annual Investment Meeting Will Spotlight Foundation Assets and Economic Prospects

The Jewish Community Foundation of the Jewish Federation of Greater Pittsburgh invites current and prospective Foundation fundholders to its third annual investment meeting and breakfast. The event will be Monday, May 9, at the Jewish Community Center of Greater Pittsburgh, 5738 Forbes Ave., Pittsburgh 15217. A light breakfast will be served at 7:45 a.m. The meeting, 8–9:30 a.m., will feature three expert speakers and show how Foundation assets are invested and managed.

The event is sponsored by Fiduciary Technology Partners.

Foundation Investment Committee Chair Andrew Stewart notes that “the annual investment meeting is always worthwhile. Not only do attendees with an interest in Foundation assets learn about the Foundation’s current investment process, but novice and experienced investors alike will have an opportunity to gain current market and economic insight from experts in the field.”

The keynote speaker — Stuart G. Hoffman, Ph.D. — will present his perspective of the state of the economy. Dr. Hoffman is senior vice president and chief economist of The PNC Financial Services Group. BusinessWeek, USA Today, and the Wall Street Journal have recognized Hoffman for the accuracy of his economic forecasts. He joined PNC in 1980, after six years at the Federal Reserve Bank of Atlanta.

The program will also feature Geoffrey Gerber, Ph.D. Dr. Gerber is the founder of TWIN Capital Management of McMurray, Pa., and a faculty member of the Aresty Institute of Executive Education, a program of the world-famous Wharton business school of the University of Pennsylvania.

Jerry Katz, CFA, Foundation investment consultant, will outline Jewish Community Foundation investments. Katz is partner and senior consultant at BilkeyKatz Investment Consultants of Pittsburgh. In 2002, Katz co-founded BilkeyKatz, a 100% employee-owned, independent firm that specializes in providing conflict-free investment consulting.

The Jewish Community Foundation of the Jewish Federation of Greater Pittsburgh raises and distributes charitable funds that support vital educational, cultural and human service programs. The centerpiece of the Foundation is the Centennial Fund for a Jewish Future, an endowment that generates funds to build and sustain a vibrant Pittsburgh Jewish community.

The May 9 breakfast and meeting will be a nonsolicitation event, and dietary laws will be observed. To attend the free event, please register by Monday, May 2, by contactingPatti Flister (412-992-5216 or Ms. Flister can answer questions about the meeting.

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