Detroit 2021 Circle :: Jewish Women INVEST Education Projects

Course Summary

The Jewish Women INVEST program is currently delivered in a virtual setting. Sessions are approximately two hours in length, and will include three main components: 1. Jewish values teaching and integration; 2. Structured curriculum, presentations by field experts, storytelling, information sharing, and discussions on a variety of investment concepts designed to education and spur action. 3. Networking time for updates on members’ investments and activities, and support activating capital.

Course Curriculum

Robyn Polansky Morrison

Working at the intersection of money and meaning, Robyn Polansky Morrison has over 20 years of experience with high net worth individuals, families, small businesses, and foundations at iconic institutions including Align Impact, Bank of America Private Bank (formerly U.S. Trust Private Bank), Bessemer Trust and Thomson Reuters. Her depth of knowledge and expertise in the wealth management space has successfully increased the access to, effectiveness in, and alignment of deploying capital through a range of traditional, alternative, social and impact investments as well as philanthropic grants.

As a passionate advocate of mission-driven causes, Morrison is engaged in numerous philanthropic activities, serving on several boards and committees in various capacities including the Co-Head of Impact Investing at the UJA Federation of New York. Morrison’s career drive and focus are largely inspired by her childhood, when she was powerfully influenced by her mother’s generosity and unwavering nature to help others in all ways possible, joined with her father’s commitment to work harder and smarter.

Morrison earned her B.A. in Economics from Union College, where she was a four-year member of the varsity crew team, and her M.B.A. from Touro College Graduate School of Business. She holds her FINRA Series 7 and NASSA Series 66 licenses.

When Morrison is not waxing on about aligning profit and purpose, she can be found spending meaningful time with her husband David and son Myles, connecting with friends, and spinning.

Samantha Anderson

Samantha L. Anderson has over 25 years of experience working with leading organizations to support the fields of philanthropy, social entrepreneurship and innovation. Samantha most recently served as VP, Philanthropic Engagement and Executive Director of the Center for Philanthropic Excellence at the Jewish Funders Network (JFN) where she engaged with a network of over 2,000 philanthropists worldwide, creating opportunities to strengthen the network's impact in the Jewish community. Samantha is committed to helping build a more vibrant, meaningful, inclusive, interconnected, creative, and compassionate world. 


She came to JFN with a deep background in the field of philanthropy and social innovation. Previously, as Managing Director of Arabella Advisors, the philanthropic advisory firm, she led the New York office and managed a range of engagements for the firm's clients. Before that, at the Skoll World Forum at Oxford University, she curated the thematic content for the largest global convening of social entrepreneurs and philanthropists that had ever been assembled. Prior to that effort, she directed the Yale School of Management/Goldman Sachs Foundation Partnership on Nonprofit Ventures, a $6 million venture fund that capitalized social entrepreneurs with start-up funds and educated nonprofits about building sustainable organizations. 


Samantha is certified by 21/64 as a philanthropic consultant to multi-generational families, and is a member of the 13th National Cohort of the Selah Leadership Program, in partnership with the Rockwood Leadership Institute. She is the editor of Generating and Sustaining Nonprofit Earned Income: A Guide to Successful Enterprise Strategies. 

Samantha graduated from Tufts University and earned her master’s degree in U.S. Women's History from the University of Wisconsin-Madison. She is also a Functional Medicine Health Coach earning her certification from the Functional Medicine Coaching Academy.  She lives in Brooklyn, NY with her blended family, her husband and six children. 

Frieda Perlstein

Michele Faudem

John Smith

Developer

Highly Recommended Course. Easy to Understand, Informative, Very Well Organized. The Course is Full of Practical and Valuable for Anyone who wants to Enhance their Skills. Really Enjoyed it. Thank you!!

Course Pricing