With a Trump Presidency and a potential hard Brexit, investment markets face many uncertainties. Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:
Overcome market volatility to protect your investments.
The final stages of a bull market are often surprisingly profitable. Managing this high return vs. high-risk reality heightens the importance of accurately managing investments late in the market cycle. Discover how to give up some upside in the late stages of a market cycle by moving to cash/bonds to protect your asset base. Take away a plan to:
The concept of buying illiquid assets as a long-term investment for endowments has been popularized by David Swensen, CIO of the Yale Endowment fund. Achieve excess returns for your organization by investing in illiquid investments like real estate, private equity/venture capital, and even timber.
This session will explore:
Understand how the Illiquidity Premium works to increase your returns.
Digital assets and cryptocurrencies have seen a recent explosion in growth. But despite some obvious benefits of digital assets and cryptocurrencies, institutional investors have been slow to fully engage in this asset class. Find out how you can use security tokens via Security Token Offerings (STOs), to invest in cryptocurrencies.
Take away strategies to:
Innovate your investment strategy with new cryptocurrency technology
Organizations are re-thinking the way they are investing in causes closest to their missions. Create a business case for philanthropic investment to drive value for returns.
Master the success factors to:
Develop your mission-related investment strategy while driving results.
Adding high yield bonds to a portfolio can be beneficial for investors looking to increase their income/return potential but are hesitant to increase their equity risk. Discover the pros and cons of incorporating HYB to your portfolio.
Take away a plan to:
Change the way you look at HYB and incorporate them into your portfolio
Gain insights from your industry peers and benchmark your organization against others in this interactive session. Delegates will be divided into informal discussion groups based on the types of foundation.
Topics to be discussed include:
“Flock together” to brainstorm innovative approaches to your most pressing challenges.
As an active owner, endowments engage with companies and managers they invest in. Actively manage environmental, social, and governance practices to preserve long-term shareholder value and enhance your long-term returns. Take away strategies to:
Employ active ownership to achieve investment and mission goals
Many social services are provided by the NFP sector, yet change in society is impacting how you invest in perpetuity. Gain insight into what changes are taking place, and what you need to do to continue to meet your mission.
Take away strategies to overcome:
Prepare to adapt your investment strategy to new social norms.
Innovative foundations and endowments are partnering with the for-profit sector to maximize the ROI on their investments. Drive change in your investment approach by adopting proven cutting-edge investment strategies. Gather intelligence on:
Ensure your organization earns profit through philanthropic investments.
Responsive Investing is no longer “niche,” but still not “vogue”. While many investors express concern that RI strategies generate lower returns, studies have historically indicated otherwise. Harness the benefits of RI in your organization to increase returns.
Take away strategies to understand:
Address potential opportunities, challenges, and solutions in RI investing in your organization
Mitigate risks, meet due diligence, and enhance performance through manager selection. Acquire tricks of the trade and avoid pitfalls when conducting your own search. Learn how to:
Determine how to search and select asset managers for your mandate.
Endowments must find the right balance between achieving both financial and mission-related returns. Achieve risk-adjusted financial returns, urban carbon reduction results and mobilization of capital into low-carbon solutions by demonstrating and de-risking opportunities in your organization. Get insight into:
Deploy more of your money in alignment with your mandate
Investment committees are typically comprised of volunteers with significant investment experience. To make effective decisions, it’s critical to be aware of biases and influences that can negatively impact decisions. Take back to your office strategies to:
Enhance committee decision making through best practices
Many Canadian foundations are constrained by poorly conceived donor agreements that struggle to identify the responsibility of meaningful stewardship. Avoid common pitfalls in drafting gift agreements with your donors. Discuss best practices to:
Manage donor agreements to protect your reputation.
Mixing public, charitable and private money can enable unique investment opportunities. Join development banks and private investors to optimize your spending and create returns. Gain insights to:
Foster economic development while enabling high returns investment for your organization and partners.