Geopolitical turmoil is wreaking havoc on investment returns. Take the lead and adapt your asset allocation strategy to increase yields and guide your organization toward success.
Establish an effective investment strategy to mitigate risks, achieve better portfolio performance and meet your mandate.
This long-running, exclusive event is your chance to protect your investments. It is specifically created for Foundations, Endowments and Not-for-Profits, to help you gain practical advice to:
Develop a step-by-step approach to help your Foundation, Endowment or Not-for-Profit continue to achieve its mandate and benefit generations to come!
Avery Shenfeld is Managing Director and Chief Economist at CIBC, having been with the firm since 1993. He holds a Ph.D. in economics from Harvard University. One of the country’s most sought after commentators, he is consistently ranked as one of the top economists in a survey of Canadian institutional equity investors. Avery follows economic developments and their implications for financial and asset markets. He has received multiple awards for forecast accuracy in Canada, and is a seven time winner of the Dow Jones Market Watch award for most accurate forecaster of the US economy. His prior background includes experience in management consulting, on the economics faculty at the University of Toronto, and lecturing in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and been quoted in the media in the United States, Canada, Asia and Europe.
The CBWC Foundation supports the work of 170 Baptist churches in western Canada. Jason oversees investments, financial services and stewardship, and ensures the Foundation’s strategic direction aligns with the missional objectives of the Canadian Baptists of Western Canada. He has been an executive officer, director, and founder of several companies in a range of industries. He serves on a number of boards including The Mustard Seed in Calgary and on the national pension and insurance committee of Canadian Baptist Ministries. Jason completed undergraduate business studies at the University of Calgary in 1992, earned the CFA designation in 2001, and completed an MA (Leadership) from the University of Guelph in 2018.