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 WittenbergSee Full Agenda
Day 1: Oct 13, 2021
Fireside Chat: IMPACT INVESTMENTS
Revise your Mission-Driven Impact Investment Strategies to Meet your Mandate
Organizations are rethinking the way they invest in causes closest to their missions. Create a business case for philanthropic investment to drive value and returns. Master the success factors to:
- Focus on environmentally sustainable initiatives that scale and have a local impact
- Engage in direct investment initiatives though syndicate partnerships that support impact investments
- Invest in local-led initiatives that can create acceptable returns while furthering your mission
Maximize your mission-related investment strategy while driving results.
Day 2: Oct 14, 2021