Joel Wittenberg

Vice President and CIO

Joel Wittenberg recently retired as vice president and chief investment officer at the W.K. Kellogg Foundation of Battle Creek, Michigan.  He is now independently advising institutional investors.

For the past 11 years, Wittenberg served on the foundation’s executive council and was responsible for both Kellogg Foundation and Kellogg Foundation Trust investment portfolios. The foundation is the fourth largest in the U.S. with more than $8 billion in assets.

Prior to joining the foundation, Wittenberg spent nine years as corporate vice president at the Kellogg Company, serving as treasurer as well as heading up investor relations.

Before joining the Kellogg Company, he was vice president and treasurer with Armstrong World Industries in Lancaster, Pennsylvania, and held several key treasury roles with the Dow Chemical Company of Midland, Michigan.

Wittenberg earned his Bachelor of Science in accounting and finance at the Eli Broad Graduate School of Management at Michigan State University, and his Master of Business Administration from the Stephen M. Ross School of Business at the University of Michigan.


All Sessions by Joel Wittenberg

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Day 1: Sep 15, 2020

2:00 pm

2:00 pm

KEYNOTE

A Mature Model of Impact Investing: A Practical Implementation Guide to Building Your Purpose

Foundations and endowments are concerned with evolving their purpose to further their mission. In order to achieve this, they must invest in areas that support their mission. They must also produce sufficient returns so they can continue to serve their communities. Take away key insights into how you can:

  • Recognize emerging models of impact investments
  • Assess your current position and challenge your expectations
  • Build an investment portfolio that incorporates Social Purpose Real Estate

Establish a process to detect and adopt emerging models of practice.

Day 2: Sep 16, 2020