Jim Russo to Speak on “Understanding the Spectrum From Investment Consultant to OCIO” at JFNA Investment Institute

Jim Russo to Speak on “Understanding the Spectrum From Investment Consultant to OCIO” at JFNA Investment Institute


New York, NY, February 1, 2017 – Colonial Consulting, LLC, a leading investment advisor with a core focus on non-profits, is pleased to announce that Managing Director and Consultant Jim Russo will be presenting at the JFNA Investment Institute held by the Jewish Federations of North America (JFNA). The event will take place Feb 12 – 15 at the PGA Resort and Spa in Palm Beach Gardens, FL. The biennial JFNA Investment Institute, founded in 2001, is the premier event for leaders from Jewish Federations and Jewish Community Foundations who want to deepen their understanding of the critical factors that affect portfolio performance and preservation in today’s volatile market environment. The Investment Institute is an invitation-only event open to investment committee chairs and members, chief financial officers, senior endowment professionals, leading financial service providers, high net worth donors, private foundation trustees and academics. This is the only conference in the Jewish community that provides access to top-level expertise on investment management and best practices for foundation and endowment stewardship and governance.

Mr. Russo will be speaking at a panel about “Understanding the Spectrum From Investment Consultant to OCIO”. The session examines the advantages and challenges across the range of: non-discretionary consulting, using a mixed/hybrid consultant/OCIO model, to a fully discretionary OCIO option for foundations and families. The role of the investment committee, fiduciary responsibility, customization vs. “single solution” models, fees, reporting, degrees of service, potential conflicts and other nuances of each type of relationship will be covered. The panel will be moderated by Ahron Herring, Chief Investment Officer of Yeshiva University. Joining Mr. Russo on the panel will be Joel Mangham, Founding Partner and Chief Investment Officer, Mangham Associates and Steven F. Charlton, Director of Consulting Services, NEPC.

Additional information regarding the conference can be found at the conference web site at http://www.jfnainvestmentinstitute.org.

About Colonial Consulting, LLC
Colonial Consulting is a leading investment consulting firm founded in 1980 with a focus on contributing to strong investment returns. With the firm’s experience, expertise, and in-depth research, Colonial provides valuable investment advice and full service consulting so that its clients can meet their financial objectives. The firm has always focused on non-profits and approximately 90% of client assets are held by endowments or foundations. As a result, the firm is structured to specifically work with the requirements and challenges of these institutions. Colonial’s efforts are focused on a number of areas and are driven by the deeply rooted philosophy that the firm exists to serve clients and that their success defines its own.

About the Jewish Federations of North America (JFNA)
The Jewish Federations of North America (JFNA) brings together 148 Federations and 300 Network Communities to maximize our impact as the central address of North American Jewry. Collectively among the top 10 charities in the world, we secure and manage $16 billion in endowment assets. Each year, we raise over $900 million through the Annual Campaign and emergency campaigns, and distribute over $2 billion from our foundations and endowments. More information can be found at https://www.jewishfederations.org.

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Charles Georgalas
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