thrive in volatile markets: provide the means to do good during …€¦ · gather practical tips...

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 Garber-Conrad, 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:Media Sponsors:

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

[email protected]

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 Portfolio Construction

Construct Your Fixed Income Portfolio to Improve Your Liquidity and Increase Your Returns

Developing your fixed-income investment strategy is crucial for your long-term portfolio’s performance. Ensure capital preservation while increasing returns in your fixed-income portfolio. Take away practical strategies to:

• Strengthen your cash flow forecast• Improve your risk management • Develop your money market strategy

Build your fixed income strategy to bolster returns while preserving your capital.

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

Teresa Kong, Portfolio Manager, Matthews Asia

Blackrock, Senior Advisor

Bradywine Global, TBA

10:00 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

10:30 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!


11:00 AM Industry Expert: Canadian Fixed Income

Reinvigorate your Fixed Income’s Portfolio Role to Stabilize your Returns

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 on your portfolio

• Revisit your long-only strategy• Determine if long-short funds are a right fit for your organization

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: Shareholder advocacy

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.

Adam Hornung, Associate Director, Investment Strategy, Russell Investments Canada

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.


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

Manage risks and achieve superior performance in a volatile market.

Mary Beth Lato, Senior Asset Allocation Strategist, Russell Investments Canada

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

“

12:30 PM Networking Lunch


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.

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 Spotlight: Canadian Commercial Mortgage Credit

Access Canadian Commercial Mortgage Credit as a stable risk adjusted yield for your alternative investment bucket

Participating in a mortgage fund provides a fixed income product without increasing your risk profile. The Canadian commercial mortgage market provides access to a private market with enhanced yield with term specific liquidity.

• Lower correlation with other asset classes including stocks and bonds

• Low volatility • Tangible real property security • Opportunities for your investment portfolio in the private

mortgage market• Fund structure provides you access to origination,

underwriting, servicing & due diligence expertise as well as diversification

Create steady returns while managing your risk profile.

Paul Scholz, Managing Director & Partner, Institutional Mortgage Capital

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.

Stocks and Bonds Alternative Investments

1:00 PM Lunch


Join the conversation at LinkedIn: Foundation, Endowment & Not for Profit Investment Strategies

3:15 PM Case Study: Governance

Improve Foundation Governance and Foster Financial HealthAs 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 performance 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 Garber-Conrad, Executive Director, Edmonton Community Foundation

3:30 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.

3:45 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

4:15 PM Panel: ESG Checklist

Set your Milestones to Achieve your Responsible Investment Target and Increase Returns

An increasing number of foundations are setting a responsible investment target. Review each step to implement your ESG investment strategy and secure long term returns. Gain insights to:

• Determine an ESG target in your portfolio• Refine your criteria before selecting an ESG fund• Benchmarking the performance of your ESG investments

Create a checklist to improve your organization’s triple bottom line.

Jarislowsky Fraserh, TBA

NEI Investment, Senior Representative

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 to Bolster Both

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.

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 to Thrive in a Fast Changing Market

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.


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

PLENARY SESSIONS CONTINUE

Follow us on Twitter @FENISummitCA

10:30 AM Morning Break


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.

11:15 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

11:45 AM 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.

NEI Investment, Senior Representative

Sun life Investment Management, Senior Representative

11:15 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

11:45 AM 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

2:30 PM Spotlight: Alternative Assets

Bridge The Access Gap with Top-tier Managers to Improve your Portfolio ConstructionTop-tier alternative asset managers are typically known to achieve consistently greater returns. However, access to the top-tier managers is difficult to obtain for many small-to-mid-size Canadian institutions. Learn about strategies and structures to bridge the access gap. Gain practical insights to:

• Increase your allocation to alternative investments • Enhance the prospect of performance and cashflow through

allocations to secondary PE investments • Emulate the strategies of larger institutional investors

Enhance portfolio construction using top-tier managers.

Dan Geraci, Managing Partner & Director, Cygnus Investment Partners LP

2:45 PM Afternoon Break

3:15 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

3:45 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

4:15 PM Conference Adjourns

1:00 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.

1:45 PM Spotlight: Search Funds Investments

The Asset Class Nobody Keeps Up With

Search funds investing has a long history of persistent high returns, in the high 30% ,with a low correlation to other investment vehicles.Analyze the current performance of search funds investments to bolster your portfolio’s returns. Take aways of the presentation:

• Review the history and current performance of Search Funds Investments

• Analyze the drivers of value creation in Search Funds Investments • Assess your potential impact on tomorrow’s business leaders

Gain insights on an asset class that can strengthen your portfolio’s performance.

Jan Simon, Co-Founder & Managing Partner, Vonzeo Capital

2:00 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


PLENARY SESSIONS CONTINUE

The conference is very educational on investments for startups as well as bigger budget companies.”

— Keshia Betty, The Sickle in me Foundation

“

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


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!

4

5 67

89

3

21

Thought Leadership Room

Exhibit Room

SOLD

SOLD

SOLD

Networking

Top Chief Investment Officers from leading foundations, endowments and

non-for-profits


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


Workshop Only $495

Speakers25+

100+

Foundations with $100M+ of AUM8

Tracks4

New Tracks Focused On Asset Classes!See how inside

Event In Numbers

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thrive in volatile markets: provide the means to do good during …€¦ · gather practical tips...

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