16th Annual Foundation, Endowment & Not For Profit Investment Summit

Who: Strategy Institute
Date: 30/31st January, 2019
Where: Hyatt Regency, Toronto, ON, CANADA

Agenda

Day 1

7:30 AM
Registration and Breakfast
8:15 AM
Opening Comments
8:30 AM KEYNOTE: ECONOMIC CLIMATE
Global and North American Outlook and the Implications for Investors: A Look Ahead Through 2020
Avery Shenfeld
Managing Director and Chief Economist, CIBC Capital Markets, CIBC World Markets Inc.
9:15 AM CASE STUDY: MANAGING LATE CYCLE RISK
How to Manage the Final Stages of a Bull Market and Increase Your Returns
Joshua Fenton
Director of Investments, Helmsley Charitable Trust
9:45 AM INDUSTRY EXPERT: COMMITTEE DECISION-MAKING
Positively Impact your Committee Decision-Making
Peter Muldowney
Senior Vice-President, Connor, Clark & Lunn Financial Group
10:15 AM
Morning Break
10:45 AM INDUSTRY EXPERT:
Enhancing Portfolio Performance with Gold
Matthew Mark
Director, Asset Owners/Distribution, World Gold Council
11:15 AM INDUSTRY EXPERT: HSBC GLOBAL ASSET MANAGEMENT
Staying at the Forefront of Climate Change
Sandra Carlisle
Senior Responsible Investment Specialist, HSBC Global Asset Management
11:45 AM CASE STUDY: THE ILLIQUIDITY PREMIUM
How to Increase Your Returns by Harnessing the Illiquidity Premium
Nick Bakish
President, Sierra Club Canada

12:45 PM
Networking Lunch
1:45 PM INDUSTRY EXPERT: GREYBROOK REALTY PARTNERS INC.
Active Real Estate Investment Strategies: An Opportune Time for Multifamily Value-Add Real Estate
Sasha Cucuz
CEO, Greybrook Securities Partner, Greybrook Capital
2:15 PM CASE STUDY: IMPACT INVESTMENTS
Review Mission-Driven Impact Investment Strategies to Meet your Mandate
Kathryn Wortsman
Fund Manager, MaRS Catalyst Fund
2:45 PM CASE STUDY: HIGH YIELD BONDS
Harness The Benefits Of Role Of High Yields Bonds In Your Portfolio To Increase Returns
Mario Lavallée
Professor, Université de Sherbrooke
3:15 PM
Afternoon Break
3:45 PM INDUSTRY EXPERT: SECURITY TOKENS
How to Leverage Security Tokens as a New Investment Strategy
Jack J. Bensimon
Chair, Endowment Fund, Technion Canada / Technion, Israel Institute of Technology
4:00 PM PANEL DISCUSSION
Cryptocurrencies As A Viable Asset Class For Endowments & Foundations
Jack J. Bensimon
Chair, Endowment Fund, Technion Canada / Technion, Israel Institute of Technology
Rebecca Spour
Chief Operating Officer, Stealth_mode
Jai Waterman
Co-founder, CTO, Blockstation
5:15 PM
Conference Adjourns

Day 2

7:30 AM
Registration and Breakfast
8:15 AM
Opening Comments
8:30 AM KEYNOTE: SOCIAL TRENDS
A New Financial Reality for Social Good
Bruce MacDonald
President and CEO, Imagine Canada
9:10 AM INDUSTRY EXPERT: MANULIFE REAL ASSETS
The Case for Inclusion in Endowment & Foundation Portfolios
Patrick Murray
Global Multi-Asset Client Portfolio Specialist , Manulife Asset Management
9:30 AM INDUSTRY EXPERT: HORIZONS ETFS MANAGEMENT (CANADA) INC.
Low Cost Index Investing – Low Fees, Perfect Tracking, Tax-Efficient
9:45 AM INDUSTRY EXPERT: JARISLOWSKY FRASER
The Evolution of the Canadian Market
Charles Nadim
Co-Head of Equities & Portfolio Manager, Canadian Equities, Jarislowsky Fraser
10:15 AM
Morning Break
10:45 AM CASE STUDY: REPONSIVE INVESTING
Achieving A Double Bottom Line by Adopting a Responsive Investing Approach
Simba Ndemera
Chief Financial Officer, Sierra Club Foundation (U.S.)
11:30 AM PANEL DISCUSSION: CONDUCTING AN EFFECTIVE INVESTMENT MANAGER SEARCH
A Practical Implementation Guide to Improve Your Money Manager Search, Selection and Evaluation
Sandra Hawken
President and CEO, Holland Bloorview Kids Rehabilitation Hospital Foundation
Jory Cohen
Director of Social Finance and Investment, Insprit Foundation
Erik Mathiesen
Chief Financial Officer, Mission through Finance, The United Church of Canada
12:15 PM
Networking Lunch
1:15 PM CASE STUDY: ACHIEVING FINANCIAL AND MISSION-RELATED RETURNS
Successfully Balance Mission and Financial Returns in Your Investments
Julia Langer
CEO, The Atmospheric Fund
1:45 PM CASE STUDY: BLENDED FINANCE
Successfully Balancing Purpose and Profit in a New Era of NFP Investment
David O’Leary
Director of Impact Investing, World Vision Canada
2:15 PM
Afternoon Break
2:45 PM PANEL DISCUSSION
Mission-Related Investment Best Practices
David O’Leary
Director of Impact Investing, World Vision Canada
Elena Haba
Director of Investments (Acting), EWB Ventures, Engineers Without Borders (EWB) Canada
Jocelyn Mackie
Co-CEO, Grand Challenges Canada
Annette Aquin
Executive Vice-President, Finance & Operations, Hamilton Community Foundation
4:00 PM CASE STUDY: ACTIVE OWNERSHIP
Developing a Framework for Effective Responsible Investment Goals
Kevin Thomas
Executive Director, SHARE Canada
4:30 PM
Conference Adjourns

Speakers

Simba Ndemera
Chief Financial Officer
SIERRA CLUB FOUNDATION (U.S.)

Sandra Hawken
President and CEO
HOLLAND BLOORVIEW KIDS REHABILITATION HOSPITAL FOUNDATION

Joshua Fenton
Director of Investments
HELMSLEY CHARITABLE TRUST

Avery Shenfeld
Managing Director and Chief Economist
CIBC CAPITAL MARKETS, CIBC WORLD MARKETS INC.

Registration

https://www.foundationendowment.ca/pricing-information

andrew.koch

Related posts

Leave a Reply

Your email address will not be published. Required fields are marked *