The investment landscape is changing with higher interest rates and late cycle risk associated with the final stages of a bull market. This challenging environment means it is critical that you adapt your investment strategy to guarantee better returns and ensure the success of your mission.
This exclusive event is your chance to develop an innovative strategy to weather high volatilities and protect your investments. It is an opportunity to establish a cohesive plan to mitigate risks, achieve better performance for your portfolio and meet your mandate. .
Specifically created for Foundations, Endowments and Not-for-Profits, gain practical advice to:
Develop a blueprint to help your Foundation, Endowment or Not-for-profit continue to achieve its mandate and benefit generations to come!
Simba joined the Foundation in May 2018 as the Chief Financial Officer leading the organization’s financial, accounting, and investing work. Prior to joining the Foundation, he held similar roles at the One Bread Foundation, Inc. and the Regroup Foundation. He has also served as Treasurer and Board Member of Connections Counseling Center. Simba brings over 20 years of experience in finance, auditing, and accounting, having worked for major public accounting firms both in the United States and abroad. Originally from Zimbabwe, he lives with his wife and two sons in Danville, California where he is active in his local community through church organizations. Simba aims to create a more just and equitable world through his financial and environmental work.
Sandra Hawken joined the Holland Bloorview Kids Rehabilitation Hospital Foundation in 2015 as the President & CEO and has led a transformational organizational change and doubled the donor base. Holland Bloorview is Canada’s largest children’s rehabilitation hospital, and a global leader in applied research and client and family centred care. With donor support, Holland Bloorview is helping to create a world of possibilities for kids with disabilities.
Prior to joining Holland Bloorview, Sandra held senior leadership roles at Canadian Women’s Foundation, Royal LePage Shelter Foundation and Assaulted Women’s Helpline. In her 22-year career, she’s re-engineered operations and inspired high-performing teams to launch record-breaking fundraising, brand-building and engagement campaigns. Sandra has been a national media spokesperson, written a column for Huffington Post and won national and international awards for innovation in media and partnerships.
Sandra is passionate about helping the community express their values through philanthropy. She is a graduate of Queen’s University’s School of Business.
Joshua Fenton is Director of Investments at the Helmsley Charitable Trust. He has direct responsibility for monitoring current managers and identifying potential managers across all asset classes.
Prior to joining the Trust in 2012, Mr. Fenton was Director of Research and Trading at Breeden Capital Management, a $1 billion AUM activist fund where he ran the investment team and served on the investment committee. Mr. Fenton received an MBA from Columbia University School of Business and a BA in economics from Yale University. He has been an equity analyst and portfolio manager for over 20 years.
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.