As interest rates are expected to remain low, traditional investment strategies can no longer help you to achieve your mandate. Adopt proven innovative strategies from top leaders in the industry and preserve your assets. Diversify your portfolio and fulfill your mission in a volatile market.
Join the longest running event on investment for foundations and endowments in Canada. Meet thought leaders and reassert your role as one of the most innovative investors in the philanthropic world. Improve your investing decisions to ensure your organization’s financial stability.
Take away solutions to:
Develop a blueprint to help your Foundation, Endowment or Not For Profit continue to achieve its mandate and benefit generations to come!
Nick Moakes is a Managing Director in the Investment Division at the Wellcome Trust, one of the world’s largest charitable foundations. He a member of the Investment Committee and is directly responsible for the Trust’s global equity, FX and derivatives exposure as well as playing a key role in broader investment strategy and management of the Investment Team.
Nick joined the Trust in 2007 from BlackRock Investment Management where he was Head of the Asia Pacific investment team and co-head of Emerging Markets. He has 27 years of professional experience in Asia, and 22 years of experience in global equity markets. He graduated with a first class honours degree in Modern History and Economics from Balliol College, Oxford and is a CFA charter holder. Prior to joining BlackRock in 1997 he lived in Hong Kong for nine years, and is a Chinese speaker. He started his career in the Diplomatic Service.
Away from the Wellcome Trust, Nick is Chairman of the Imperial College London Endowment Fund, Non-Executive Director of the Foreign and Colonial Investment Trust and is a Board Member of the UK Investor Forum, which aims to align the interests of listed companies and long-term shareholders.
Erik Mathiesen is the Chief Financial Officer for the national arm of The United Church of Canada. In this capacity, Erik supports the work of almost 3000 congregations across Canada and works with many volunteers to maintain a large pension plan, national operating and grant budgets and significant investment holdings. Prior to his move to the nonprofit sector in 2008, he worked in the financial services industry for over 25 years where he specialized in operations management and business reengineering. Erik has been active in the nonprofit sector for over 30 years, particularly in the area of affordable housing. He is currently President of the Atkinson Community Foundation, treasurer of the Rosedale-Moore Park Community Association (Mooredale), and also serves on committees with Woodgreen Community Services, the Toronto Christian Resource and his home congregation (Rosedale United).
Terry Cooke is President and CEO of Hamilton Community Foundation which has played a leading role in mobilizing the community to address issues like increasing access to post-secondary education, strengthening neighbourhoods and reducing poverty. Terry’s career includes leadership positions in the private, public and non-profit sectors. He served as Chairman of the Region of Hamilton-Wentworth from 1994 to 2000 and was the primary political champion of the amalgamation of Hamilton and its former area municipalities. Terry is a past Chair of the Canadian Urban Institute and serves on the board of Community Foundations of Canada as well as a number of corporate organizations. In recognition of his community service, Terry has been a Paul Harris Fellow, a two-time recipient of the Queen’s Jubilee Medal and is an Honorary Chief of Police.
Valerie McMurtry, CFRE, joined the Children’s Aid Foundation as President & CEO in January 2014. She previously served for 10 years as President & CEO of Holland Bloorview Kids Rehabilitation Hospital Foundation, where she played a key role in raising more than $100 million including the $26.2 million transformational leadership gift from Bill and Susanne Holland, which led to an institutional name change. Prior to her time at Holland Bloorview, Valerie was a member of the leadership team at Mount Sinai Hospital Foundation, contributing to the successful execution and achievement of the hospital’s $250 million goal for its Best Medicine Campaign. Valerie is also past CEO of the Canadian Olympic Foundation. Valerie has a personal passion for organizations supporting children and youth at risk. Working within complex, multi-stakeholder institutions, she has repeatedly proven her ability to strategically lead organizations in achieving their goals. Valerie has extensive experience working with boards, marketing and brand development, donor and volunteer relationships, and the execution of major fundraising programs. Valerie received her Bachelor of Arts(Honours) degree in Political Science from Queen’s University.
Jack J. Bensimon is a securities law / banking law professional with over 20 years experience in the securities industry. He advises banks, broker- dealers, fixed income dealers, MSBs, ATS, regulators, trust and insurance companies, Portfolio Managers, EMDs, IFMs, mutual funds, energy companies, and issuers. He has testified as an expert Anti-Money Laundering (AML) witness for a major banking litigation case before the Canadian Competition Tribunal in Ottawa.
Jack chairs the Technion Canada Endowment Fund on behalf of the Technion-Israel Institute of Technology, a leading university/medical school, with investment returns funding innovative lab projects.
He also co-hosts a radio show, “Money and Business”,1650 am in Montreal, focusing on Securities Law/Baking Law issues for investors. Jack teaches Business Law/Advanced Business Law/ Securities Law part-time at York University, School of Administrative Studies, to prospective Chartered Professional Accountant (CPA) students in the commerce stream.
Jack is a graduate of the University of Toronto, Faculty of Law, Master of Laws (LLM) in Business Law, and completed both his General LLM and Securities Law LLM at Osgoode Hall Law School, York University. Jack is also a graduate of the University of Pennsylvania, The Wharton School of Business, in a graduate program in investment management. He completed his B.A. (Hon), Economics/Math at the University of Toronto.
Bruce is president of the Ivey Foundation, a private charitable foundation in Canada and a Director of the Independent Electricity System Operator, Philanthropic Foundations Canada, Canadians for Clean Prosperity and the San Francisco-based Consultative Group on Biological Diversity. He sits on the Advisory Board of Canada’s Ecofiscal Commission.
Bruce is the co-author of two best-selling books (including the internationally acclaimed Slow Death by Rubber Duck), a Fellow of the Royal Geographical Society of Canada and an honorary director of the Canadian Association of Physicians for the Environment. In 2014 Bruce received Earth Day Canada’s Outstanding Commitment to the Environment Award and was named to Canada’s “Clean 50” group.
Bruce is a founder of a number of for profit and non-profit organizations including Summerhill Group. Bruce holds a B.Sc. in Geology and a Master’s Degree in Environmental Studies.
Chris Wright is Head of Canadian Institutional Sales for Standard Life Invetments. He is responsible for developing their institutional business in Canada.
With over 25 years of experience within the industry, Chris has earned a wealth of expertise in investment strategies, asset allocation, and business development. He has experience successfully managing teams in both Canadian, multinational, private, and publically owned asset management firms. Prior to joining Standard Life Investments Inc., Chris spent nearly five years with Aurion Capital Management as Vice-President, Business Development.
Chris is a graduate of the Richard Ivey School of Business, with a B.A. in Honors Business Administration. He is a guest lecturer at the MBA program at the Rotman School of Business, University of Toronto on the subject of Investment Presentations.
Chris has many years fundraising experience. He sits on Western University’s Fund Raising and Donor Relations Committee, as well as the President’s Council of the St. Michael’s foundation.
Andrea Nemtin is a senior leader and award-winning media creator. She is highly regarded for her rare combination of creativity, business acumen, and passion for social inclusion.
Andrea has employed these key competencies and values while contributing to a number of organizations such as: Alliance Atlantis, Documentary Organization of Canada, Hot Docs, and Disability Arts. Of special note, her work with PTV, an independent production company, grew into a multi-million dollar international media enterprise under her leadership. As the CEO, Nemtin led both domestic and international business planning processes, program development, and international sales. Her growth strategy, ability to foster partnerships, and approach to complex financial structures contributed to her team receiving nods from the Webby Awards, Canadian New Media Awards, several Gemini Awards, and Wired Magazine.
As the Founding President and CEO with the Inspirit Foundation, Andrea Nemtin has once again pioneered an exciting course for organizational excellence. In less than five years she has worked with her staff team and board to launch a series of critically needed granting programs and special initiatives addressing national inclusion. Most recently, she created the framework for the foundation’s unprecedented 100% portfolio impact investing strategy. She played an integral role in auditing the portfolio, selecting positive impact strategies, and amending the organizational structure to embrace impact investing as a key business function.
In addition to her organizational responsibilities, Andrea enjoys exchanging ideas with young changemakers, community champions, and fellow foundation leaders. Her speaking engagements include Oxford University, the Social Finance Forum, and the Philanthropic Canadian Conference.