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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:

  1. SickKids Foundation
  2. J.W. McConnell Family Foundation
  3. Stephen Lewis Foundation
  4. Foundation of Greater Montreal
  5. Ivey Foundation
  6. Visiting Nurse Service of New York
  7. Foundation Western/University of Western Ontario
  8. Nuffield Foundation, UK
  9. Hamilton Community Foundatio

SOURCE 10 innovative solutions to optimize your investment returns:

  1. Redefine strategic asset allocation and diversification
  2. Strengthen risk management to handle market volatility
  3. Secure higher yield through portfolio reconstruction
  4. Develop progressive disbursement strategies
  5. Generate value with social finance and impact investing
  6. Achieve compliance and improve operational governance
  7. Exploit alternative and dynamic investments
  8. Assess market returns for the short and long term
  9. Improve performance of investment managers and assets
  10. Fulfill your mandate and regulatory obligations
     

Take away 5 ADDITIONAL benefits from this exclusive event:

  1. Special keynote briefing on 2012's economic outlook
  2. Q & A after every session – get your answers on the spot
  3. Nine exclusive case studies with peer best practices
  4. Five extended networking breaks for face-to-face interaction
  5. 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

Dr. Sherry Cooper, Key Speaker for "Foundation & Endowment Summit"

Dr. Sherry Cooper,

EVP & Chief Economist,

BMO Financial Group

Stephen Huddart, Key Speaker for "Foundation & Endowment Summit"

Stephen Huddart,

President and CEO,

J.W. McConnell Family Foundation

Ted Garrard, Key Speaker for "Foundation & Endowment Summit"

Ted Garrard,

President & CEO,

SickKids Foundation

James Brooke-Turner, Key speaker for "Foundation & Endowment Summit"

James Brooke-Turner,

Finance Director,

Nuffield Foundation (London, UK)

Summit Venue

Foundation Endowment Summit Venue


The Sutton Place
955 Bay Street
Toronto, ON,
CANADA M5S 2A2
416.924.9221

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

Read More Testimonials

Sponsors

  • Gold Sponsor:
    Foundation Endowment Summit
  • Gold Sponsor:
    Foundation Endowment Summit
  • Gold Sponsor:
    Foundation Endowment Summit
  • Silver Sponsor:
    Foundation Endowment Summit
  • Silver Sponsor:
    Foundation Endowment Summit
  • Silver Sponsor:
    Foundation Endowment Summit
  • Bronze Sponsor:
    Foundation Endowment Summit
  • Day 2 Breakfast Sponsor:
    Foundation Endowment Summit

Partners

  • Foundation Endowment Summit Partners
  • Foundation Endowment Summit Partners
  • Foundation Endowment Summit Partners
  • Foundation Endowment Summit Partners
  • Foundation Endowment Summit Partners
  • Foundation Endowment Summit Partners

Register Now

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Sponsor for Foundation, Endowment & Not For Profit Investment Summit

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ABOUT THIS CONFERENCE:

The 9th Annual Foundation, Endowment, & Not For Profit Investment Summit is the only annual investment summit designed for non-profit organizations in Canada. Developed with thoughtful input from industry leaders, the summit features participation from innovators and experts from across North America.
As a unique forum for foundation and endowment professionals, this summit provides decision-makers with essential tools to meet financial, legal and social obligations. In an exclusive setting, senior executives connect with peers in a rare opportunity to exchange best practices and insights. Attendees will walk away with the ability to improve investment ROI and governance.

ABOUT STRATEGY INSTITUTE:

Strategy Institute is a recognized leader in delivering vital business intelligence to the investment industry since 1994. One of our higher purposes is to provide foundation and endowment decision-makers with the essential tools to meet financial, legal and social obligations.