Many have been surprised by the Bank of Canada’s announcement to hike it’s interest rate for the second time this year. This change can have a deep impact on fixed income investments and the portfolio as a whole.
Develop a blueprint to help your Foundation, Endowment or Not-for-profit continue to achieve its mandate and benefit generations to come!
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.
Following a long, illustrious career as a senior executive in Ottawa’s high-tech sector, Marco Pagani became President and CEO of the Ottawa Community Foundation in January 2014.
Known as a passionate and energetic leader, Marco is recognized as a strategic thinker who has consistently guided companies and organizations through difficult, but critically necessary turnarounds, leading to significant economic gains for stakeholders. Moreover, he is respected for placing a strong emphasis on ethics and corporate governance in building the corporate culture of the organizations he leads and advises.
Since taking over the helm of the OCF, Marco has set and met a series of ambitious targets, including bringing in close to $25 million in his first year, as well as improving the Foundation’s brand profile and reputation for innovation. Under his leadership, it launched the city’s first New Leaf Community Challenge, providing a $125 thousand grant to address critical issues around food security and access to healthy, affordable food. He has also become a key player in a variety of community development and city-building initiatives that will help shape the Ottawa of the future.
Alan Walker joined the Foundation as Executive Director in June 2010. Alan was formerly a senior executive with TD Bank Financial Group, with extensive experience in the investment, trust and wealth management businesses. Active as a Director and Board chair in not for profit organizations in Toronto, he links a keen appreciation for the arts together with expertise trust law and asset management to his responsibilities.
The Ontario Arts Foundation was established in 1991 and manages endowments for over 300 arts organizations and privately funded arts awards and scholarships in Ontario. We work with arts organizations, government and arts patrons to build long term financial support for the arts in Ontario. In 2017, the Foundation disbursed over $ 3.3 million in income/awards and scholarships.
Diana is the Chief Investment Officer at Hamilton Health Sciences and is responsible for establishing and implementing the strategic direction, policy, and overall management of the investment portfolios at both Hamilton Health Sciences, a public hospital, and Hamilton Health Sciences Research Institute (HHSRI), a public charitable foundation established in 2014.
She is also the Treasurer of the Board of Directors of Interval House of Hamilton, an organization that provides accessible and high quality care, system navigation support and advocacy to women and their children who are fleeing relationship violence and abuse.
Diana is a Chartered Professional Accountant (CPA, CA) and holds a Chartered Investment Manager (CIM) designation.