CIO Summit in Israel

This high-level investment summit brings together Chief Investment Officers from US private foundations, Jewish Federations and Jewish Community DAFs managing assets over $80M. The goal of the summit is to support a (fiduciary-aligned) 5% allocation of invested assets to Israel in 2025. To expedite this strategic allocation, we have assembled leaders of Israel's most prominent investment vehicles for two days of direct meetings and relationship building. This intimate gathering limited to 15 CIOs, provides the concentrated access and insights needed to implement this important portfolio shift efficiently and effectively. Headlined by Aon Israel as premier sponsors.

Why This Summit Matters: A strong Israeli economy fuels everything these foundations fund through their grants - from Jewish education and security to cultural programs. By keeping investment dollars separate from philanthropic goals, foundations limit their own impact. This summit shows how strategic investment in Israel can amplify their mission far beyond traditional grant-making. …