Thrive in Volatile Markets: Provide the Means to do Good During …€¦ · Gold Sponsors: Silver...
Transcript of Thrive in Volatile Markets: Provide the Means to do Good During …€¦ · Gold Sponsors: Silver...
Register today by calling 1-866-298-9343 x200www.FoundationEndowment.ca
Meet + Network + Learn From:
Gold Sponsors: Silver Sponsors: Wifi Sponsors:
Susan Slocum, Treasurer & Investment Officer, Children’s Minnesota
Martin Conrad-Garber, Executive Director, Edmonton Community Foundation
Alex Yuchvid, Director of Investments and Financial Analysis – Office of the Treasurer, Indiana University
Marco Pagani, President & CEO, Ottawa Community Foundation
Diana Simmons, Chief Investment Officer, Hamilton Health Sciences
Alan Walker, Executive Director, Ontario Arts Foundation
January 23rd & 24th, 2018 | Toronto Marriott Downtown Eaton Centre
Thrive in Volatile Markets: Provide the Means to do Good During Times of Opportunity and Change.
Advancing your Alternative Asset Strategy
Workshop:
Take Away Key Strategies To:
• Review Economic Updates
• Bolster your Fixed-income Strategy
• Adopt Impact Investing
• Enhance your Governance
• Tap into Alternative Assets
• Advance your Active Management
• Mitigate Risks
Strategy Institute presents...Strategies
to Manage Economic Uncertainty!!
Partners:
Register online at www.FoundationEndowment.ca
This gathering of the top chief investment officers in North America will
provide you with innovative strategies to thrive in uncertain markets and
increase your returns.
While the market is expected to adjust to the reality of Trump’s presidency,
investors have to adapt to changing interest rates. Status quo is not an option, as
negative returns from traditional investment might hurt your portfolio.
Gain insights to boost your portfolio’s performance and achieve your mission.
Stay on top of the latest industry and investment trends and further your
objectives. Develop your plan of action to stay ahead of the curve and solidify your
bottom line.
We look forward to you joining your industry peers at this annual marquee event!
Your Foundation, Endowment and NFP Investment TeamStrategy Institute
Event In Numbers
Welcome to Canada’s longest-running and largest
investment summit dedicated to foundations
and endowments.
4Speakers Networking
hours
Senior InvestorsFoundations with $100M+ of AUM
Tracks 25+ 24+
100+8
Acquire Critical Insight From Foundation Leaders:
New This Year
Global Market Investment
Tracks for Asset Classes
Community Bonds
Training Young Investors
Who You Will Meet
Register today by calling 1-866-298-9343 x200
Consultants and Legal Services
Managing Director // Principal // Partner // VP & Director, Strategy
• Network with existing and prospective clients
• Stay up to date with F&E’s top executives’ concerns
• Be the go-to solution provider for legal and governance challenges
Who You Will MeetWho You Will Meet
Some of Our Past Attendees Include
Oakville Community Foundation • Toronto Foundation • Calgary
Foundation • Jewish Foundation of Greater Toronto • Atkinson
Foundation • The Azrieli Foundation • The J.W. McConnell
Family Foundation • McMaster University • Ivey Foundation
• Canadian Red Cross • The Ontario Trillium Foundation • BC
Children’s Hospital Foundation • The MasterCard Foundation
• Helmsley Charitable Trust • The Schad Foundation • The
Commonwealth Fund • Heart & Stroke Foundation • Toronto
Atmospheric Fund • University of Alberta • York University •
Ohio Wesleyan University • Central City Foundation • Cardiac
Health Foundation • MaRS Centre for Impact Investing •
Guelph Community Foundation • The Commonwealth Fund
• The Lawson foundation • Inspirit foundation • Holland
Bloorview Kids Rehabilitation Hospital Foundation
Foundations, Endowments & Not-for-profits
Chief Investment Officer // CEO & President // Executive Director // VP & Director, Finance/Investment // CFO // Investment Committees’ Board of Directors // Trustees // Treasurer
• Protect your assets and increase your capital • Balance investment and disbursement rates to
deliver on mission • Contribute to your mandate with responsible
investing
Asset Managers and Money Managers
Chief Investment Officer // Managing Director // Principal VP & Director, Strategy // VP, Product Development // VP, Sales/Marketing // VP, Business Development // Portfolio Manager
• Connect with CIOs and F&E decision-makers • Forge new relationships and become a
preferred provider• Contribute to industry advancements and
build industry growth
Gain exclusive insights and knowledge on:
1. Economic Update: Adapt to monetary policies
2. Diversification: Control your portfolio
3. Social Investment: Align investment and your mission
4. Risk Management: Mitigate market risks
5. Donor Relations: Improve your stewardship
6. Alternative Assets: Access new investing opportunities
7. Fixed Income: Avoid negative returns
8. Modern Endowment Model: New flexible approaches
9. Community Bonds: Create returns with a social purpose
10. Global Market: Identify untapped markets
Register Today!
Get all the updates you need on Investment for Foundations and Endowments.
1-866-298-9343 x200
www.FoundationEndowment.ca
Start The Conversation Before The Summit!
Get your opinions heard. Follow us on Twitter@FENISummitCA
Join the debate with innovators and peer executives in Foundation, Endowment & Not for Profit Investment Strategies.
7:30 AM Registration and Breakfast
8:15 AM Opening Comments from the Chair
Tom Reimer, Director of Institutional Sales, SEI Global Institutional Group
8:30 AM Keynote: Economic Climate
Address Economic Uncertainty to Mitigate Risks
With a Trump Presidency and a potential hard Brexit, investment markets face many uncertainties. Get the latest economic outlook to overcome market volatility. Source intelligence to:
• Anticipate the impact of interest rate changes on your portfolio• Discover what uncertainties mean for your mission • Protect your long-term investments
Overcome market volatility to protect your investments.
Alex Yuchvid, Director of Investments and Financial Analysis – Office of the Treasurer, University of Indiana
9:00 AM Panel: Global Fixed Income
Analyze Global Fixed Income to Stabilize Returns
Canada has not adopted global fixed income at the same level as other countries. Determine if fixed income fits in your portfolio to ensure steady returns. Source intelligence to:
• Assess the foreign fixed income market in Canada• Optimize the foreign fixed income allocation in your portfolio• Improve your risk management
Diversify your portfolio with foreign fixed income investments.
Alex Yuchvid, Director of Investments and Financial Analysis – Office of the Treasurer, University of Indiana
Blackrock, Senior Advisor
9:45 AM Investment Grade Credit
How This Fixed Income Asset Class Can GeneratePositive Returns When Rates Are RisingRising rates will force foundations to rethink their fixed income strategy.
Gather practical tips to:
• Diversify your portfolio through the addition of this largely uncorrelated asset class
• Protect Capital in this low and rising rate environment• Target 6-8% annualized return from an Investment Grade portfolio
Stabilize your returns from fixed income asset class with investment grade credit.
Mike MacBain, CEO, Chief Investment Officer, East Coast Fund Management Inc
10:15 AM Speed Networking
10:30 AM Morning Break
Follow us on Twitter @FENISummitCA
ONEDAY Tuesday, January 23rd, 2018
Take Advantage of Alternative Asset Markets to Increase Short-term Returns
Alternative assets are expected to increase from $10 trillion in 2015 to $18 trillion in 2020. As Foundations and endowments are looking to diversify their portfolio, alternative assets are a timely solution. Access growing markets to stabilize your short-term returns. Master an action plan to:
1. Review various alternative asset classes
2. Identify asset classes fitting your profile
3. Adapt the success of larger institutional investors to your organization
4. Increase your options with direct and indirect investments
5. Align your spending timeline with your investment strategy
6. Minimize risks from illiquid investments
Add more investing options to improve your returns.
Diane Mulcahy, Director Private Equity, Kauffman Foundation
January 22nd @ 9:00 AM – 12:00 PM
Alternative Assets
Pre-conference
Master Class Workshop!
Register today by calling 1-866-298-9343 x200
11:00 AM Industry Expert: Canadian Fixed Income
Reinvigorate your Fixed Income’s Portfolio Role
The prospect of negative bond returns led certain investors to invest in less liquid asset classes; however, more options exist. Protect your investment in a raising interest rate environment with alternative approaches to fixed income. Gain insights to:
• Assess the impact of a rising interest rate environment• Revisit your long-only strategy• Determine if long-short funds are a right fit for you
Introduce more levees to achieve steady fixed income returns.
Peter Muldowney, Senior Vice President, Connor, Clark & Lunn Financial Group
CHOOSE YOUR TRACK
11:30 AM Case Study: Community Bonds
Invest in your Community while Achieving Steady Returns
Community bonds are a new solution to use private debt for a social purpose. Develop innovative community investment strategies to complement your social mission with steady returns. Gather fresh ideas to:
• Integrate social investment in your programs• Measure your footprint in the social economy• Better manage your investment risks
Stabilize your investment incomes while empowering your community.
Adil Dhalla, Executive Director, Centre for Social Innovation
12:00 PM Industry Expert: Investing for E, S, G and R
Achieve your long-term investment objectives while supporting sustainable and environmental corporate practices as well as your risk profile
Investing based on ESG factors can help advance sustainable investment practices for the benefit of all stakeholders but does it still align with your risk profile? Does the inclusion of E, S or G mean an acceptance of lower return or higher risk?” Take back to your office strategies to:
• Ensure that you are not unknowingly exposed to undesired activities or industries
• Proactively invest in companies with good governance and a focus on sustainability
• Generate consistent returns through investments that support your risk profile
Attain your long-term goals with responsible investments.
Russell Investments, Senior Advisor
11:30 AM Foundation Sustainability
Review your Operating Revenue Model to Generate the Amount Required to Fund your Operations
Operating revenue models are a crucial pillar of foundation sustainability. Analyze your model and plan your changes to secure your revenue stream. Create a roadmap to:
• Assess the success of your current model• Work with your board when your model needs change• Educate your board members and your donors or funders
Improve your operating revenue model to enhance your financial sustainability.
Alan Walker, Executive Director, Ontario Arts Foundation
12:00 PM Industry Expert: Risk Management
Do You Know How Much Risk There is in Your Endowment/Foundation? A holistic risk approach to managing your foundation or endowment is critical in volatile economic environments. How can you achieve stability in your investment revenue while maintaining your organization’s mission? Gain practical insights to:
• Identify your organization’s tolerance and capacity for risk – and understand the difference between the two
• Ensure investment risk and liquidity are aligned with your foundation’s spending
• Assess total portfolio risk and dynamically manage it in a volatile market
Understand whether you control your spending rate or whether it controls you and the implications that has on the investment structure to be implemented.
Russell Investments, Senior Advisor
Select exclusive insights to advance the investment strategy that fits your goals
Impact Investing Traditional Investments
Conference is a crucial “must attend event” for all who wish to stay at the leading forefront of innovation and information, to best benefit their foundations.”
— Melanie Hall-Szyszkiewicz, Vice Chair, Central Okanagan Foundation
“
Fantastic forum on discussing the issues facing the F, E + NFP marketplace.”
— Don Cranston, Managing Partner, KGOV Foundation
“
Register online at www.FoundationEndowment.ca
2:45 PM Afternoon Break
CHOOSE YOUR TRACK
1:30 PM Industry Expert: ETF
Invest in ETF: An Outwardly Simple, Yet Inwardly Sophisticated Approach
The “endowment model” as implemented by organizations such as Yale University has demonstrated notable long-term returns, leaving many investors eager to generate similar success. Learn from past experiences and increase your long-term return with a simple approach. Gather intelligence:
• What have the other endowments with smaller assets experienced?
• What are your prospects in the current economic climate?• How to improve your long-term returns
Gain simple solutions to strengthen your investment strategy.
2:00 PM Case Study: Conservative Investment Strategy
Stay True to your Mission while Improving your Returns
Conservative approaches to investment are currently challenged by low interest rates. Certain foundations decide, however, to stay conservative due to their mission. Navigate a low interest rate environment while keeping a low risk-profile for your portfolio. Create a roadmap to:
• Readjust your fixed income allocation• Advance your ETF’s strategy• Evaluate your options of low-risk investments
Optimize your investment strategy in a prudent way.
Tim Broadhead, Former Executive Director, Trudeau Foundation
2:30 PM Spotlight: Foreign Bonds
Identify New Opportunities in Foreign Bond Markets to Maximize your Returns
Greece’s expected bond issuance is a sign that the global bond market is stabilizing. Improve your fixed-income strategy with foreign bonds to increase returns. Source intelligence to:
• Anticipate changes in the global bonds market• Review the risk profile of your portfolio• Determine your need for currency hedging
Establish your foreign bond strategy to improve your fixed income returns.
1:30 PM Industry Expert: REIT
Achieve stable returns for your organization with a private REIT
Public market volatility can increase risk exposure from public REITs. Protect capital with income stability. Gain insights to:
• Advance your diversification strategy • Reduce the impact market volatility has on your portfolio • Improve the transparency of your private REIT investments
Reduce capital volatility fluctuations to meet your target returns.
2:00 PM Case Study: Co-investment
Pool your Resources to Attain Better Investing Opportunities
Certain investment funds require large investment. Invest with other foundations to achieve higher returns. Develop a blueprint to:
• Determine the pooling options available to your organization • Diversify your portfolio with more financial instruments • Lower your management fees
Increase your returns with innovative pooling strategies.
Sonia Labrecque, Director, Fondation J. Armand Bombardier
2:30 PM Spotlight: Hedge Funds
Diversify your Portfolio to Achieve Higher Risk-adjusted Returns
Myths continue to cloud the perspective on hedge funds. Evaluate the pros and cons of hedge funds to maximize your returns in the down market. Take back to your offices strategies to:
• Develop more hedge fund expertise within your investment committee
• Filter hedge funds to select your managers• Determine the right level to allocate in hedge funds
Develop your hedge fund strategy to make the best of a volatile market.
Select exclusive insights to advance the investment strategy that fits your goals
Stocks and Bonds Alternative Investments
PLENARY SESSIONS CONTINUE
Join the conversation at LinkedIn: Foundation, Endowment & Not for Profit Investment Strategies
3:15 PM Case Study: OCF
Develop Investments that Create Returns for your Community and your Organization Faced with large social issues, charities are looking to increase their impact. To do so, they need to go beyond immediate relief and inject sustainability in their programs. Leverage your investments to create a paradigm shift and achieve your mission. Source practical tips to:
• Review the state of the not-for-profit sector• Develop tools to empower your community• Sustain your efforts by securing revenue streams
Create meaningful change while ensuring your long-term financial health.
Marco Pagani, President & CEO, Ottawa Community Foundation
3:45 PM Interactive: Fund Stewardship
Revisit your Investment Policy Statement to Ensure Fund Stewardship
Foundations face a growing need to let the community have a word in their mission statement. Thus, the IPS needs to reflect a more complex fund stewardship. Bring your governance to the next level with an enhanced review of your fund stewardship. Develop an action plan to:
• Develop a bottom-up relationship with the people you serve• Include the needs of your community in your fund stewardship• Clarify your IPS
Improve your governance in a changing philanthropic landscape.
4:00 PM Case Study: MBA programs
Work with MBA Students and Graduates to Improve your Investment Strategy and Returns
MBA schools are starting to offer programs with a focus on investment for F&E. Leverage expertise from MBA students and graduates to drive the performance of your portfolio. Create a roadmap to:
• Discover what MBA programs with F&E focus can mean for your foundation
• Provide investment job and internship opportunities within your foundation
• Leverage fresh and innovative investment strategies from your young professionals
Tap into MBA programs to bolster your investment strategy.
Steve S.J. Lee, Executive Director, Foundation for Environmental Stewardship
4:30 PM Panel: OCIO
Analyze your Needs for Outsourced Investment Management to Improve Operational Efficiency
As Harvard Endowment is planning to outsource the management of certain assets, the movement towards outsourcing is growing. Streamline your operations with a solution that answers your needs. Gain insights to:
• Review the different models to manage your investments • Choose the right approach for your foundation • Optimize your portfolio and manage your fiduciary risks
Gain a more thorough understanding of what outsourcing the CIO role could mean for your organization.
Kathy Fazel, Chair, Greater Montreal Foundation
5:05 PM Evening Social Activities
7:00 AM Registration and Breakfast
8:15 AM Opening Comments From the Chair
Tom Reimer, Director of Institutional Sales, SEI Global Institutional Group
8:30 AM Keynote: Bridging the Gap
Align your Mission with your Investment Targets
Mission-related investments create new investment opportunities, but also more pressure on your traditional investments. Adopt a coherent strategy to achieve your traditional and impact investments’ targets. Take away practical strategies to:
• Integrate the inputs of the people you serve in your strategy• Develop your self-sustaining programs • Advance the negative screening of your portfolio
Develop the nexus between your traditional and mission-related investments to achieve both targets.
Melissa Lopez, Director of Investments, The James Irvine Foundation
9:00 AM Industry Expert: Quantamental Approach to Investing
Take Advantage of Quantitative and Fundamental Disciplines to Improve your Investment Process
Investing has become increasingly complex as investors become more globally oriented and financial data has expanded. Gain insights to:
• Analyze the impact of a Quantamental approach• Improve the risk management of your global investments• Consolidate financial data to reduce your costs
Harness the power of quantamental investing.
Mark Stacey, Senior Vice-President, Head of Portfolio Management and Co-Chief Investment Officer, Highstreet Asset Management
9:30 AM Debate Panel: Passive Vs. Active
Adjust your Passive and Active Strategies
Active and passive investing serve different purposes, but market uncertainties can impact their performance. Analyze new strategies to:
• Review performance-based fees for your organization• Determine your criteria to select active or passive management• Adapt your strategy to economic changes
Select a strategy to achieve your return target.
Alan Walker, Executive Director, Ontario Arts Foundation
Diana Simmons, Chief Investment Officer, Hamilton Health Sciences
10:15 AM Spotlight: Longview Asset Management
Refine your Strategy to Improve your Returns and Achieve your Mission
Doug McCutcheon, President, Longview Asset Management
TWODAY Wednesday, January 24th, 2018
Follow us on Twitter @FENISummitCA
10:30 AM Morning Break
12:30 PM Networking Lunch
CHOOSE YOUR TRACK
11:00 AM Spotlight: Cash Flow
Improve your Spending Policy and Diversify your Portfolio to Achieve your Mission
Pensions funds face increasing pension payments in a low-interest environment. Develop coherent spending and investment policies to ensure your foundation’s sustainability. Create a blueprint to:
• Evaluate your investment target based on your needs• Diversify your investments• Revisit your risk profile
Optimize your spending while improving long-term yields.
11:30 AM Case Study: HHS
Ensure Ownership Over your Investments to Achieve Better Risk-adjusted Returns
Developing a sense of ownership over your investment strategy is key to achieve your targets. Build your capacity to discipline your portfolio and improve your portfolio’s performance. Create a blueprint to:
• Focus on your organizational needs• Control your agenda• Establish realistic expectations
Establish an investment strategy to achieve your organization’s goals.
Diana Simmons, Chief Investment Officer, Hamilton Health Sciences
12:00 PM Spotlight: Financial Management Oversight
Achieve your Investment Target with Trusted Financial Managers
From target setting to performance monitoring, foundations need to work closely with financial managers. Increase the oversight of your investments by fortifying your relationship with your investment manager. Gain practical insights to:
• Set your targets without putting too many constraints on managers
• Benchmark your investment’s performance• Enhance communication with your investment manager
Develop a collaborative approach with your investment manager to achieve your goals.
11:00 AM Spotlight: Private Lending
Review Popular Fixed-income Strategies to Achieve Higher Risk-adjusted Returns
Private lending can provide fixed income without increasing your risk profile significantly. Reduce your risks while achieving stable returns. Gain insights to:
• Find opportunities for your foundation in the private lending markets
• Originate, structure, price, and conduct your due diligence of private lending
• Understand and mitigate your risk appetite and exposure
Create steady returns while managing your risk profile.
11:30 AM Private Equity
Meet your Return Target for Private Equity to Achieve your Objectives
Private equity is a growing market for impact investors and provides a wide variety of opportunities. Increase your long-term returns while improving the ESG of your ventures. Bring back to your office a strategy to:
• Monitor current valuations of your investments• Improve your liquidity with secondary market private equity• Plan and enhance your exit strategy from private equities
Perfect your private equity strategies to attain better long-term returns.
Diane Mulcahy, Director Private Equity, Kauffman Foundation
12:00 PM Spotlight: Real Estate Market
Improve your Alternative Investment Strategy by Assessing Canada’s Real Estate Market
Canada’s real estate market boomed in 2016. Evaluate your opportunities in the real estate market to bolster your returns. Source intelligence to:
• Identify the different types of real estate investment vehicles • Understand the benefits of investing in the real estate market
for your organization• Determine the level of illiquid assets, which fit your
organization’s targets.
Drive your returns up by investing in the real estate market.
Select exclusive insights to advance the investment strategy that fits your goals
Stocks and Bonds Alternative Investments
3:00 PM Afternoon Break
3:30 PM Case Study: Donor Relations
Ensure your Stewardship with Well-crafted Donor Agreements
Many Canadian foundations are constrained by poorly conceived donor agreements that create legal problems. Avoid common pitfalls in drafting gift agreements with your donors. Discuss best practices to:
• Gain flexibility in your charitable activities and investments• Identify common pitfalls and double-check your drafts • Enhance your transparency
Manage donor agreements to protect your reputation.
Danny Glenwright, Executive Director, Action Against Hunger
4:00 PM Case study: Blended Finance
Leverage Public-private Partnerships to Access High Yield Investments
Mixing public, charitable and private money can enable unique investment opportunities. Join development banks and private investors to optimize your spending and create returns. Gain insights to:
• Analyze blended finance as a concept and its implication for your foundation
• Develop your partnership to create returns on investment• Leverage your expertise within local communities
Foster economic development while enabling high return investment for your organization and partners.
Convergence Fund, Senior Advisor
4:30 PM Conference Adjourns
1:30 PM Interactive Session: How to Brief your Money Manager
Tell Investment Managers What you Expect from Them to Optimize your Portfolio Allocation
While explaining the investment market, Portfolio Managers tend to control what is discussed. Reframe the discussion to ensure that you focus on what matters to your organization. Gain insights to:
• Identify what your managers do well• Ensure you address the topics that matter with your managers• Determine which strategy is well received by your
investment committee
Access the information you need from your manager to set the right return target for your organization.
2:00 PM Spotlight: Diversification
Increase Diversification and Stability in your Portfolio with Innovative Techniques
As certain bonds are expected to give negative returns, risk management is evolving. Leverage proactive risk strategies to optimize liquidity and risk-adjusted returns. Develop fresh strategies to:
• Deploy dynamic risk management and alternative portfolio construction
• Apply risk analytics to compare and predict asset performance • Determine if risk parity should be chosen over traditional models
Develop a responsive risk-based investment strategy to improve your returns.
2:15 PM Case Study: Governance
Improve Foundation Governance and Foster Financial Health
As the philanthropic economy is in decline, F&Es are compelled to modernize their governance. Strengthen your organizational vitality by integrating governance and financial management. Source intelligence to:
• Drive your capital preservation and meet benchmarks • Utilize expertise of your investment committee, board and staff • Execute a rigorous assessment framework for your managers
Enable continuous improvement in governance and financial stability.
Martin Conrad-Garber, Executive Director, Edmonton Community Foundation
2:45 PM Spotlight: Alternative Assets
Take Advantage of Alternative Asset Markets to Increase Short-term Returns
Alternative assets are expected to increase from $10 trillion in 2015 to $18 trillion in 2020. Access growing markets to stabilize short-term returns. Master an action plan to:
• Adapt the success of larger institutional investors to your organization
• Increase your options with direct and indirect investments• Minimize risks from illiquid investments
Add more investing options to improve your returns.
Register today by calling 1-866-298-9343 x200
PLENARY SESSIONS CONTINUE
Join the conversation at LinkedIn: Foundation, Endowment & Not for Profit Investment Strategies
Reserve your Room Today! Phone: 1-800-228-9290
Toronto Marriott Downtown Eaton Centre Hotel
Explore your benefits and book your overnight stay today!
The Marriott Toronto Downtown Eaton Centre’s prime location in the heart of downtown Toronto’s business district allows for easy access to many corporate headquarters and to famous attractions like the CN
Tower, Eaton Centre, and the Hockey Hall of Fame. Book your trip to the Toronto Marriott Downtown Eaton Centre Hotel to discover the ultimate in contemporary lodging.
Benefits of staying at the hotel include…Networking: Onsite social activities for conference attendees and
speakers
Upscale Services and Amenities: Exceptional on-site dining, a pool and a fitness centre
Dining Experience: Trios Bistro, their signature restaurant, offers
classic Canadian fare with a contemporary twist
Accommodations: The hotel rooms and suites feature deluxe bedding, high-speed Wi-Fi, and an ergonomic work area
Convenience: The Marriott Toronto Downtown Eaton Centre is conveniently located at 525 Bay Street, Toronto – save travel time and money
Book by Friday, December 29th, 2017, to take advantage of our conference rate of $259.00/night.Mention “Foundations, Endowments, and Not-for-profit Investment Summit by Strategy Institute” when making your reservation by calling 1-800-228-9290.
Location: Toronto Marriott Downtown Eaton Centre Hotel 525 Bay Street, Toronto, Ontario, M5G 2L2 Canada
SPECIAL GUEST RATES:
Your Conference Venue!
Broad scope and variety of topics keeps session interesting.”
— J. Majur, CFO, Kings University College
“
Excellent overview of issues and opportunities in the field. ”
— Rob Vandebelt, Christian Stewardship Services
“
Overall empowering, enriching and supportive.”
— Christopher Hawk, Small Business and Retirement Plans Foundation
“
FENI summit can be described as a change maker in the foundation and not-for-profit space. The networking and interaction between foundations and asset managers is priceless, not to mention the wide variety of informative, relevant presentations.”
— Stephen McConnell, Bullwealth
“
Hear What Your PeersHave To Say
Register today by calling 1-866-298-9343 x200
Connect with world leading foundations, endowments and non-for-profits Find answers to your biggest challenges
EVENT SPONSORSHIP OPPORTUNITIES AT CANADA’S LARGEST INVESTMENT SUMMIT FOR FOUNDATIONS, ENDOWMENTS & NOT-FOR-PROFITSCritical thought-leadership and branding opportunities to cement your status as a leading investment manager. Meet foundations, demonstrate your expertise and become a go-to investment management firm.
TOP 5 REASONS TO SPONSOR• Meet Leading Canadian Foundation and
Endowment Leaders
• Become a Go-to Investment Management Firm
• Showcase your Investment Thought Leadership
• Demonstrate Innovative Investment Growth Opportunities
• 25+ Hours of Quality Face-time *Limited exhibit space and sponsorship packages are available.
WHO YOU WILL MEET...
To learn more, contact Contact Adrian Considine at 416-944-9200 ext. 230 or email [email protected]
Don’t Miss This Opportunity to Be At The Centre Of The Action!
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Top Chief Investment Officers from leading foundations, endowments and
non-for-profits
Register online at www.FoundationEndowment.ca
ATTENTION MAILROOM: If undeliverable to addressee, please forward to:President & CEO | Executive Director | VP / Director, Finance / Investments | Chief Investment Officer | Chief Financial Officer | Investment Committee | Board of Directors | Trustee | Treasurer
Registration fee: Subject to 13% HST. The Regular investment includes luncheon, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company cheque, VISA, MasterCard, or American Express. Please make cheques payable to Strategy Institute Inc.
Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference costs.
Cancellations: Must be received in writing by January 9th, 2018. You will be eligible for a prompt refund less a $495.00 administrative fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.
Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.
Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.
4 EASY WAYS TO REGISTER
Tel: 1-866-298-9343 ext. 200 Email: [email protected] Web: www.FoundationEndowment.caMail: Strategy Institute, 401 Richmond St, West Suite 401 Toronto, Ontario M5V 3A8
Conference only $895 $2,945
Conference + 1 Workshop $1,290 $3,340
Foundation, Endowment, and Not For Profit Regular Investment
GROUP BOOKINGS: RECEIVE 25% DISCOUNT. REGISTER FOUR DELEGATES AND EACH PERSON WILL RECEIVE A 25% DISCOUNT
CONFERENCE CODE: 118001
2487276
Register online at www.FoundationEndowment.ca
Workshop Only $495
Speakers25+
100+
Foundations with $100M+ of AUM8
Tracks4
New Tracks Focused On Asset Classes!See how inside
Event In Numbers
Senior Investors