Formulate a cohesive strategy to mitigate risks, maximize returns, and meet disbursement obligations. Construct a roadmap to overcome your fiscal and management challenges.
Uniquely designed for Canadian foundation and endowment executives, this is your best opportunity to engage peers in an interactive dialogue. Hear first-hand experience from industry leaders to stay ahead of the ever-shifting financial and regulatory landscape.
Adapt your investment strategy to market realities and create lasting social impact. Through solution-focused sessions, experts will explore progressive tools to deliver on mission, protect capital and achieve better returns in a volatile economy.
Beyond investments, this summit will enable you to drive systematic improvements in finances, risk management, and governance. Fulfill your mission and reinforce your ROI.
How will you protect the future and long-term viability of your organization?
Your first step: this conference!
ACQUIRE critical insights from 9 leading Foundations and Endowments case studies:
- SickKids Foundation
- J.W. McConnell Family Foundation
- Stephen Lewis Foundation
- Foundation of Greater Montreal
- Ivey Foundation
- Visiting Nurse Service of New York
- Foundation Western/University of Western Ontario
- Nuffield Foundation, UK
- Hamilton Community Foundatio
SOURCE 10 innovative solutions to optimize your investment returns:
- Redefine strategic asset allocation and diversification
- Strengthen risk management to handle market volatility
- Secure higher yield through portfolio reconstruction
- Develop progressive disbursement strategies
- Generate value with social finance and impact investing
- Achieve compliance and improve operational governance
- Exploit alternative and dynamic investments
- Assess market returns for the short and long term
- Improve performance of investment managers and assets
- Fulfill your mandate and regulatory obligations
Take away 5 ADDITIONAL benefits from this exclusive event:
- Special keynote briefing on 2012's economic outlook
- Q & A after every session – get your answers on the spot
- Nine exclusive case studies with peer best practices
- Five extended networking breaks for face-to-face interaction
- Access to presentation materials
Take this opportunity to share your experience, exchange ideas and strategies! This is your most valuable networking opportunity, with unparalleled access to investment experts and your industry peers.
Key Speakers
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Dr. Sherry Cooper,EVP & Chief Economist,BMO Financial Group |
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Stephen Huddart,President and CEO,J.W. McConnell Family Foundation |
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Ted Garrard,President & CEO,SickKids Foundation |
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James Brooke-Turner,Finance Director,Nuffield Foundation (London, UK) |
Summit Venue
Testimonial
"Excellent discussions. I enjoyed the disbursement policies, risk management strategies, legal develop and CRA the nosy. Answered a number of questions we are struggling with."
Cathy Knox,
Financial & Admin Officer,
WPSHC Foundation




























