Toronto, ON

Wednesday January 17th &
Thursday January 18th, 2018

Testimonials

Good speakers, well organized, well presented.

E. Piro, Assistant Treasurer, McConnell Foundation

Great. A good spectrum of presentations – all relevant and important for endowments/investments of varying size.

Kamal Rasani, , Nature Conservancy

Overall an excellent conference.

David Leeson, Secretary, Investment Committee, Comm. Foundation of Kingston and Area

Really excellent. Good speakers well prepared with good content.

Jamie Colliver, Principal and Portfolio Manager, Integra Capital

Conference is a crucial “must attend event” for all who wish to stay at the leading forefront of innovation and information, to best benefit their foundations.

Melanie Hall-Szyszkiewicz, Vice Chair, Central Okanagan Foundation

I will ask our investment committee to re-evaluate its investment policy. A very good thing to do with up to date analysis and new options to consider.

Karen Morgan, Executive Director, Saanich Peninsula Hospital Foundation

Quite stimulating – confirmed need for clear investment objectives, practices that offer organization need for returns and comfort with risk and need for expertise on committees that holding managers accountable for terms agreed to.

Heather Clarke, Chair, Board of Governors, Vancouver School of Theologies

Enjoyed the case studies – an opportunity to hear how other organizations address asset mix, governance, etc. forward looking views of investment managers very informative.

Elisa Kreller, Director, Finance, Coast Opportunity Funds

The conference was very good and I learned a lot of things regarding investment and fund management. The gained knowledge will be shared by my country, Nepal.

S. Kumar Argal, Chief, Investment Department, Citizen Government Trust, Nepal

Fantastic forum on discussing the issues facing the F, E + NFP market place.

Don Cranston, Managing Partner, CGov Asset Management KGov Foundation

Well done. The emphasis on the importance of alternate assets continues to increase.

Chris Sheridan, SVP, Institutional Sales, Horizons ETF

Excellent idea generation. Several good take aways for positive change in our organization.

Glen Rottray, VP, Fiera Capital

Broad scope and variety of topics keeps session interesting.

J. Majur, CFO, Kings University College

Interesting to hear from others and seeing the similar situations they are experiencing.

David Pasquiro, Financial Consultant, St. Josephs Health Care Foundation

It has been informative! Learning in more depth our obligation for meeting disbursement quota issue and balancing that with presentation of enduring property.

Dwayne Cleave, Treasurer, Lutheran Foundation Canada

Great series of speakers that addressed a variety of good topics.

Karin Bara, CMA, Controller, University Hospital Foundation (Edmonton)

Very interesting mix of relevant topics for all participants, nice amount of information, presentations and interactive participation from the audience.

Shauna George, Assistant Vice President, Morgan Meighen & Associates

Very informative with good to great speakers. A very strong Canadian perspective not normally available.

Harry Feldman, Investment Committee, Foundation DV Grand Montreal

Good speakers, hearing from the foundations/endowment is great.

Jock Fleming, VP, Burgundy

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

Excellent and varied content.

Peter Clement, Executive Director, ERS Youth Development Corp./TREE Foundation

Very diverse speakers with excellent knowledge – you have brought engaging, and knowledgable speakers. I have learned a great deal – mostly relevant.

Don Dart, Sr. VP, Funding and Corporate Services, Alberta College of Arts and Design

Very informative. An overview of the growth of the global economy and most importantly the new procurement act…

Richard Whyte, Director, Finance and Business Development, Community Micro skills Development Centre

The lineup of speakers is very impressive – they all delivered. It was great to hear from the different foundations investments and the challenges they face…

Stephanie Kremer, Relationship Manager, Sionna Investment Managers Inc.

The information has been great. The impact is that foundation business is complex as any type of business.

Don Cranston, Managing Partner, CGOV Asset Mgmt.

Diverse Subjects. Thought Provoking.

Sheila Norman, , CGOV

Enjoy the diverse speaker line up. Well organized.

C. Sheridan, SVP, Horizons ETF

Quality of speakers and content was great.

Rahan Clair, , VGH Hospital Foundation

It has been great to hear multiple perspectives on the fundamental nature of managing a portfolio.

Michael Nicks, , Pepperdine University

The conference is professionally organized with a great roster of speakers. The lasting impact of course, is the people you meet and relationships established.

Ian Barnes, , Jewish Foundation of Manitoba

The conference is very educational on investments for startups as well as bigger budget companies.

Keshia Betty, , The Sickle in me Foundation

Economist that kicked it off (Rosenberg) was great; helped set the tone.
Great panel discussion. Participants were interactive.

Vijay Venkatesan, Director, Finance and Administration, London Community Foundation

Good topic areas – learning a lot.

Jeff Garred, CFO, Tides Canada

A great mix of something for everyone – given the diverse nature of attendees – well done. Quality of speakers is awesome.

R. Smith, CEO, The Kitchener and Waterloo Community Foundation

For me, being on the donor side of the business, this helps me understand the language better. I find our donors are sophisticated people and they ask me technical questions. This will help me in my interactions with new and current holders.

Diane Silva, Director, Donor Relations, London Community Foundation