Finance & Investment Affinity Group: Market Outlook 2024

CNJG’s Finance and Investment Affinity Group exists to keep foundation executives informed as they manage the investment of their corpus. Growth of foundation assets and the active exchange of sound investment strategies is the focus of each program.

After a positive year for both stock and bond markets that caught many investors off guard, grantmaking organizations and their boards may be wondering whether 2024 will be a repeat of 2023, or a reversal. Join us for a breakfast presentation and Q&A where we will discuss J.P. Morgan’s views across traditional and alternative asset classes for the year ahead.

Michael Garvey is a Managing Director and the East Region Head ofJ.P. Morgan’s Outsourced Chief Investment Office. In this role, he manages the OCIO team’s largest geography by AUM. Michael and his team work with endowments, foundations and institutional family offices across the country to develop investment strategies, build customized separately managed portfolios and invest across long-only and alternative investments for some of the most sophisticated investors around the world.

Michael Pages is a Senior Banker and Executive Director at J.P. Morgan. He works alongside a team of professionals who share responsibility for advising endowments, foundations and select family offices across the US on a variety of matters including asset allocation, portfolio construction, capital and liquidity strategies and execution. He has deep expertise in the Outsourced Chief Investment Officer (OCIO) model and is Team Lead.

Agenda
8:30 a.m. - Breakfast
9:00 a.m. - Program begins
10:00 a.m. - Meeting concludes

Cost: $35 for CNJG Members; $70 for Non Member Grantmakers (includes full breakfast)