January 23, 2018
  • 7:45 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments from the Chair
    Tom Reimer
    Head of Institutional Sales, SEI Investments
  • 8:30 AM
    Keynote: Thriving in Uncertainty
    Address the Impact of Global Challenges on Your Investments
    Christopher Rapcewicz
    Director of Risk and Operations, Helmsley Charitable Trust
    Winner 2016, Investor Intelligence Award: Risk Management

    The Brexit vote is likely to have long-lasting effect on North American economies. Determine how your investment strategy is affected by the latest global trends. Gain insights to:

    • Assess the effects of Brexit on your investments
    • Adapt your portfolio allocation and reduce your exposure to global risks
    • Adopt best practices in your risk management and asset allocation

    Gather investment intelligence to help you respond to market conditions.

  • 9:00 AM
    Investment Policy Statement (IPS)
    Set the Right Investment Objectives and Strategy to Fit Your Organization Needs
    Jeffry Haber
    Controller, Commonwealth Fund

    The bandwagon effect can draw investment strategies away from the foundations’ missions. Master your IPS process to ensure the right strategy for your organization. Develop guidance to:

    • Determine the metrics of your target
    • Adopt the best timeframe to meet your targets and ensure liquidity
    • Adjust your asset allocation to your goals

    Improve your IPS to develop the right investment strategy.

  • 9:30 AM
    Spotlight: Real Estate Market
    Improve Your Alternative Investment Strategy by Assessing Canada’s Real Estate Market
    Paul Braun
    Managing Director, CanFirst Capital Management

    Canada’s real estate market has boomed in 2016. Evaluate your opportunities in the real estate market to bolster your returns. Source intelligence to:

    • Identify the different types of real estate investment vehicles
    • Understand the benefits of investing in the real estate market for your organization
    • Determine the level of illiquid assets which fit your organization’s targets.

    Drive your returns up by investing in the real estate market.

  • 9:45 AM
    Mid-morning Networking Break

    Interact with conference speakers and fellow attendees. Secure
    important new business contacts and talk about crucial developments
    in your field.

  • 10:15 AM
    Spotlight: OCIO
    Assess If OCIO Is The right Approach for You to Achieve Your Mission
    Julian Smith
    President & CEO, Bullwealth

    OCIO is a popular investment management solution in the US and start to catch attention in Canada. Pick the right investment management solution to advance your investment strategy. Take back to your office strategies to:

    • Review the different models to manage your investments
    • Choose the right approach for your foundation
    • Optimize your portfolio and manage your fiduciary risks

    Assess what OCIO can mean for your organization to improve your investment strategy.

  • Small & Medium Foundations
    • 10:30 AM
      Case Study: Portfolio Allocation
      Advance your Portfolio Allocation to Enable the Fast Growth of your Organization

      Small and new foundations must often allocate assets to fit their growth. Select the best asset allocation for the growing needs of your organization. Create a roadmap to:

      • Develop your investment committee
      • Improve your investment statement policy
      • Reassess the relevancy of the 60-40 asset allocation for your organization

      Improve your asset allocation to ensure steady growth.

    • 11:00 AM
      Financial Management Oversight
      Access Vehicles with Higher Potential Returns Through Innovative Financial Instruments
      Chris Willard
      Executive Director, Guelph Community Foundation

      Achieve your investment target with trusted financial managers
      From target setting to performance monitoring, foundations need to work closely with financial managers. Gain a better oversight of your investments by fortifying your relation with your investment manager. Gain practical insights to:

      • Set your targets without putting too many constraints on managers
      • Benchmark your investments performance
      • Enhance communication with your investment manager

      Develop a collaborative approach with your investment manage to achieve your goals.

    Large Foundations
    • 10:30 AM
      Portfolio Reconstruction
      Reconstruct Your Portfolio to Achieve Higher Returns and Regain Capital
      Guy Burry
      Investment Committee Member, York University Endowment

      Underperforming assets can force foundations to significantly amend their investment policy. Revisit your investment policy to secure higher returns. Take away specific solutions to:

      • Improve your oversight of risk and spend policy
      • Transform your asset allocation mix to weather fluctuations
      • Ensure steady and repeatable performance of your investments

      Raise your investment yield and recover capital via portfolio reconstruction.

    • 11:00 AM
      Case Study: Social Impact Bonds (SIB)
      Reduce Your Risk Exposure and Support Public Programs Aligned with Your Mission
      Doug Roth
      Chief Strategy and Financial Officer, Heart & Stroke Foundation
      Adam Jagelewski
      Director, Capital Advisory, MaRS Centre for Impact Investing

      Social impact bonds are picking up steam in the US. Reduce your exposure to risk and provide capital to public social programs. Master an action plan to:

      • Evaluate current and future opportunities of SIB for your organization
      • Improve the structure of your SIB to increase capital de-risking
      • Identify intermediaries to support your SIB strategy

      Adopt innovative strategies to preserve your capital and finance public programs.

  • 11:30 AM
    Industry Expert: The Preferred Share Market
    Pick Up Enhanced Yields Without Having to Assume Excessive Credit Risk
    Ryan Domsy
    Senior Credit Analyst & Portfolio Manager - Fixed Income, Foyston, Gordon & Payne Inc.

    Preferred shares are little understood, as they have traditionally been part of high net worth products. Demystify the preferred share market to find higher long-term yields for your organization. Gain insights into:

    • The preferred share market and its opportunities
    • Income enhancement possibilities
    • Diversification benefits

    Tap into the preferred share market to help fortify your fixed-income portfolio.

  • 12:00 PM
    Networking Luncheon

    Join the conference speakers and your peers for a relaxing luncheon.

  • 1:00 PM
    Panel: Mission-related Investments
    Review Impact Investment Strategies to Find the Most Relevant Opportunities for Your Organization
    Julia Langer
    President CEO, The Atmospheric Fund
    Karen Shelstad
    Program Director, The Lawson Foundation
    Jory Cohen
    Director of Social Finance and Investment, Inspirit Foundation
    Rob Gross
    Director, Research, Evaluation & ESG Integration, NEI Investment

    Impact investment’s definition remains broad, and various options exist. Explore impact investing avenues and develop strategies to achieve your mandate. Get practical insights from case studies to:

    • Align investment priorities with your mandate
    • Assess opportunities in the marketplace
    • Develop your social and financial success metrics

    Develop your mission-related investment strategy based on market opportunities.

  • 1:45 PM
    Interactive Session: Implementing Impact Investing
    Develop the Process to Achieve your Impact Investing Goals
    Jory Cohen
    Director of Social Finance and Investment, Inspirit Foundation
    Kelly Gauthier
    Senior Consultant, Purpose Capital

    Most foundations and endowments are at the starting stage of their impact investment strategy. Based on your review of current examples, lay down the plan to achieve your impact investment policy. Source intelligence to:

    • Create an allocation target for your impact investments
    • Anticipate common pitfalls in the process
    • Adapt your internal capacity to your goals

    Develop a plan to concretize your impact investment policy and achieve your mission.

  • 2:15 PM
    Spotlight: Hedge Funds
    Transform Hedge Funds into an Effective Investment in Your Toolkit
    Peter Muldowney

    Hedge funds tend to have a bad rap and are often misunderstood. Clarify your view on hedge funds to use them wisely and improve your returns. Take away practical tips to:

    • Understand what hedge funds are and why they are misunderstood
    • Sort through the different type of hedge funds
    • Identify what role they can play in your portfolio to mitigate the risks for your organization

    Develop a clear understanding of hedge funds to strengthen your portfolio performance

  • 2:45 PM
    Mid-afternoon Networking Break

    Interact with conference speakers and fellow attendees

  • 3:15 PM
    Outsourcing the CIO Role
    Is it a Trend, Experiment, or the Future?
    Andrew Smith
    President, Asset Management, Canada, Northern Trust

    Some foundations and endowments have moved to outsource the CIO function at their organization, and others are considering it. Delve into the latest developments of CIO outsourcing and decide if it is right for you. Create an action plan to assess:

    • What is the threshold that justifies the move?
    • What are the risks and rewards of outsourcing the CIO role?
    • How can you manage the added complexity effectively?

    Gain a more thorough understanding of what outsourcing the CIO role could mean for your organization.

  • 3:45 PM
    Private Debt Investments
    Create Steady Returns while Advancing Your Mission with Private Loans
    Julia Langer
    President CEO, The Atmospheric Fund

    Toronto Atmospheric Fund reduces carbon emissions by financing retrofits, efficiency improvements of new condos, urban renewable energy, and low-carbon technology. Private investment can help achieve your mission and generate risk-adjusted return. Gain insights on:

    • Finding your mission-relevant investment focus
    • Originating, structuring, pricing, and due diligence of direct investments
    • Understanding and mitigating your risk appetite and exposure

    Gain opportunities for collaboration and support on your mission-aligned financing.

  • 4:15 PM
    Integrating ESG
    Introduce Environmental, Social and Governance (ESG) Factors to Enhance Your Investment Process
    Ross McSkimming
    Investment Director, Equities, Standard Life Investments

    Many asset managers incorporate ESG criteria into their investment processes by screening out companies. Go beyond negative screening to improve your investment strategy. Source intelligence on:

    • The changing investor landscape and its impact on your organization
    • The keys to successful integration of ESG practices
    • Why ESG in your investment process will lead to better investment decisions

    Achieve better investment process by integrating ESG into everything you do.

  • 4:45 PM
    Stop-Start-Continue and Conference Adjourns to Day Two

    The afternoon will wrap up with a discussion on what to start, what to stop and what to continue doing in your organization.

  • 5:00 PM
    Evening Social Activities

    Unwind and mingle with the delegates and speakers at our “exclusive” end-of-the-day reception. Bring your business cards!

January 23, 2018
January 24, 2018
  • 7:45 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments From the Chair
    Tom Reimer
    Head of Institutional Sales, SEI Investments
  • 8:30 AM
    From Grant Maker to Change Maker
    Demonstrate the Impact of Your Investments with a Focused Investment Strategy
    Andrea Cohen Barrack
    CEO, Ontario Trillium Foundation

    It’s been a year since the OTF launched its new, investment strategy focused on creating meaningful, positive change in communities. Explore the promises and pitfalls of outcomes-based investment for your organization. Gain practical tips to:

    • Assess the influence of environmental drivers on your organization
    • Transform your organizational culture and structure
    • Improve the measurement of your investments’ social impact

    Remodel your investment strategy to increase its impact and achieve your mission.

  • 9:00 AM
    Industry Expert: Asset Allocation
    Achieve Your Targets by Retooling Your Strategic and Tactical Asset Allocation Approach
    Cathy Pena
    Portfolio Manager, Fidelity Investments

    The low yield backdrop hindered investment performance of institutions in 2016. Revisit your asset allocation approach to improve your portfolio’s performance. Gain insights to:

    • Assess the impact of a challenging investment landscape on your portfolio
    • Go beyond the Yale approach to endowment investing
    • Add Incremental value to your investment
    • Transform your asset allocation approach to navigate a challenging investment landscape.
  • 9:30 AM
    Panel: Public Equity Markets
    Increase Your Returns from Public Equities Markets and Achieve your Mission
    Guy Burry
    Investment Committee Member, York University Endowment
    Chad Yaskiw
    Investment Analyst, University of Alberta
    Gina M. Perreira
    Former Board of Director Member, Cardiac Health Foundation of Canada
    Jackie Daitchman
    Senior Associate – ESG Research, MSCI
    Jamie Jenkins
    Director and Head of Responsible Global Equities, BMO

    Many believe that high returns and responsible investment are mutually exclusive. However, studies on public equity markets are debunking this myth. Increase returns from public equities and improve the social-environmental impact of your investments. Master success factors to:

    • Align your public equity investment strategy with your mission
    • Select the right funds for your organizations
    • Assess the performance of ESG vehicles in your portfolio

    Increase long-term returns without encroaching on your social mission.

  • 10:30 AM
    Mid-morning Networking Break

    Interact with conference speakers and fellow attendees.

  • Small & Medium Foundations
    • 11:00 AM
      Case Study: Small Foundation Sustainability
      Improve Strategic Planning to Ensure Your Organization’s Longevity
      Christine Rieck Buckley
      Chief Executive Officer, Canadian Nurses Foundation

      Foundations need to constantly adapt their mission to social changes. Enhance your governance to achieve new social goals and increase your fundraising. Bring back to your office strategies to:

      • Streamline your strategic planning with the help of your board
      • Advance your fundraising strategy for specific projects
      • Leverage your partnerships

      Keep your foundation sustainable with enhanced governance

    • 11:30 AM
      Investing in Real Assets
      How to Invest in Real Estate and Infrastructure to Diversify Your Portfolio
      Jennifer Johnstone
      President & CEO, Central City Foundation

      Most Canadian foundations are cautious toward alternative assets despite the opportunities that they may present. Unlock real estate to meet your investment and mission objectives. Learn from the experience of Central City Foundation, a 109 year old charitable foundation that has invested 40% of its capital in its mission to improve the lives of people in need in Vancouver’s inner city. Gain practical insights into:

      • Social purpose real estate investments and social impact measurement
      • Identify your risks and potential pitfalls
      • Develop new avenues to support your mission and investment objectives

      Exploit real estate to complement your portfolio and advance your mission.

    Large Foundations
    • 11:00 AM
      Case Study: Asset Mix
      Adjust Your Asset Mix to Attain a Better Risk-return Tradeoff
      Eugene Lee
      Vice President of Investments, Vancouver Foundation

      There is general consensus that an investment portfolio’s asset mix is the largest driver of both risk and return over the long-term. However, Investment Committees often don’t dedicate enough time discussing the strategic asset mix of their plans. Develop a blueprint to:

      • Explain the different aspects of an asset mix study and how it fits into the asset allocation process
      • Identify limitations and sensitivities
      • Address preconditions required to ensure successful outcomes

      Promote understanding of the risk and return through in-depth asset mix discussions.

    • 11:30 AM
      Early Stage Ventures
      Invest in Early Stage Ventures and Create New Opportunities to Achieve your Mission
      Kathryn Wortsman
      Fund Manager, MaRS Catalyst Fund

      Early ventures are high reward investment, but come with higher risks. Discover the importance of early stage investing and seize opportunities for your foundation. Gain practical insights to:

      • Advance your due diligence process
      • Assess if your organization is ready for the risks and rewards
      • Identify all aspects of early stage investing before reallocating your portfolio

      Identify opportunities to increase your returns with early ventures.

  • 12:00 AM
    Engaged Ownership
    Increase Your Long-term Returns while Fostering Sustainable and Environmental Corporate Practices
    Aaron Bennett
    Partner, Senior Research Analyst, Jarislowsky Fraser

    Active ownership can improve the risk-return profile of your assets by integrating ESG in companies. Engage with companies to advance sustainable investment practices for the benefit of all stakeholders. Take back to your office strategies to:

    • Monitor the implementation and progress of ESG goals within companies
    • Work with your investment managers to engage with companies
    • Make your voice heard as a shareholder through proxy voting

    Encourage sustainable growth to increase your long-term returns.

  • 12:30 PM
    Networking Luncheon

    Join the conference speakers and your peers for a relaxing luncheon.

  • 1:30 PM
    Private REIT
    Achieve stable returns for your organization with a private REIT
    Greg Romundt
    President & CEO, Centurion Asset Management

    Public market volatility can increase risk exposure from public REITs. Protect capital with income stability. Gain insights to:

    • Advance your diversification strategy
    • Reduce the impact market volatility has on your portfolio
    • Improve the transparency of your private REIT investments

    Reduce capital volatility fluctuations to meet your target returns.

  • 1:45 PM
    Panel: Foundation Roundtable
    Harness Evolving Opportunities and Overcome Challenges in Your Governance
    Sandra Hawken
    President and CEO, Holland Bloorview Kids Rehabilitation Hospital Foundation
    Jennifer Johnstone
    President & CEO, Central City Foundation

    Growing philanthropic needs combined with persistent economic pressure challenge today’s foundations to achieve more with less. Gather practical wisdom from foundation leaders to fulfill fiduciary duties, improve efficiency, and deliver on mission. Amplify your efforts to:

    • Fortify governance through a holistic management framework
    • Collaborate effectively with investment and finance committees
    • Cultivate donor relationships and development capacity

    Overcome organizational and fiscal challenges for your foundation.

  • 2:30 PM
    The Power Of Simplicity
    Invest in ETF: An Outwardly Simple, Yet Inwardly Sophisticated Approach
    Todd Schlanger
    Senior Investment Strategist, Vanguard Investments

    The "endowment model" as implemented by organizations such as Yale University, has demonstrated notable long-term returns, leaving many investors eager to generate similar success. Learn from past experiences and increase your long-term return with a simple approach. Gather intelligence on:

    • What have the other endowments with smaller asset experienced
    • What are your prospects in the current economic environment?
    • How to improve your long-term returns

    Gain simple solutions to strengthen your investment strategy.

  • 3:00 PM
    Mid-afternoon Networking Break

    Interact with conference speakers and fellow attendees.

  • 3:15 PM
    Peer to Peer: Currency Hedging
    Reduce the Impact of Currency Movements on Your Foreign Assets

    The value of currency can significantly affect your investment
    outcomes. Hedge against currency fluctuation to protect your foreign
    investments. Source intelligence to:

    • Assess the value of currency hedging for your foundation
    • Identify financial instruments to mitigate your exposure
    • Capitalize on predictable currency movements

    Protect your returns from currency fluctuations

  • 3:45 PM
    Solidify Your Relationships with Your Trustees to Improve Your Organizational Efficiency
    Thomas Tritton
    Chair of the Board of Trustees, Ohio Wesleyan University

    All foundations and endowments have governing boards. The members are usually volunteers, idealistic, and committed to the mission, but may not have a full understanding of what their responsibilities are. Improve how to be or work with board members to strengthen your governance. This session will explore:

    • The main responsibilities of trustees
    • How to work productively when staff and trustees disagree
    • Defining clear roles for all parties to respect the mission of the organization

    Explore organizational and governance strategies that propel your institution.

  • 4:00 PM
    Conference Adjourns
January 24, 2018

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