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.
Alex is the Director of Investments and Financial Analysis at Indiana University (IU), USA. He oversees the management of $1.8 billion operating funds and provides quarterly reports to the IU Board of Trustees. Alex manages the operations related to investments: due diligence, compliance, policy construction, research, etc. He serves as a liaison to the University’s investment custodian bank, investment managers, and consultants. Alex also leads the IU Investment Committee and performs extensive financial analyses on strategic projects.
Before joining the University, Alex was a senior valuation advisor at EY transaction advisory services. Prior to EY, he held positions in credit analysis, project finance, accounting and audit in leading financial firms such as PWC. Alex earned his MBA from the Kelley School of Business Indiana University and his BA with honors in Economics and Accounting from the University of Haifa. He holds the CPA designation in the state of Israel.
Peter heads our Strategic Exchange initiative at Connor, Clark & Lunn. He has over 20 years of investment experience in Canada, the US and the United Kingdom spending his earlier years in consulting, which included leading two of the major Canadian firms and then moving to the investment management business in 2008 when he established a new investment operation for a Canadian insurance company. He joined Connor, Clark and Lunn Financial Group, as Senior Vice President, Institutional Strategy in 2011.