Program

January 22, 2018
  • 9:00 AM - 12:00 PM
    Workshop A: Alternative Assets
    Take Advantage of Alternative Asset Markets to Increase Short-term Returns

    Alternative assets are expected to increase from $10 trillion in 2015 to $18 trillion in 2020. Access growing markets to stabilize short-term returns. Master an action plan to:

    1. Review various alternative asset classes
    2. Adapt the success of larger institutional investors to your organization
    3. Increase your options with direct and indirect investments
    4. Minimize risks from illiquid investments

    Add more investing options to improve your returns.

January 22, 2018
January 23, 2018
  • 7:30 AM
    Registration and Breakfast

    Breakfast sponsored by:

  • 8:15 AM
    Opening Comments from the Chair
    Tom Reimer
    Head of Institutional Sales, SEI Investments
  • 8:30 AM
    Portfolio Construction
    Construct Your Fixed Income Portfolio to Improve Your Liquidity and Increase Your Returns
    Alex Yuchvid
    Director of Investments and Financial Analysis – Office of the Treasurer, University of Indiana

    Developing your fixed-income investment strategy is crucial for your long-term portfolio’s performance. Ensure capital preservation while increasing returns in your fixed-income portfolio. Take away practical strategies to:

    • Strengthen your cash flow forecast
    • Improve your risk management
    • Develop your money market strategy

    Build your fixed income strategy to bolster returns while preserving your capital.

  • 9:00 AM
    Panel: Global Fixed Income
    Analyze Global Fixed Income to Stabilize your Returns
    Alex Yuchvid
    Director of Investments and Financial Analysis – Office of the Treasurer, University of Indiana
    TBA
    Blackrock
    TBA
    , Bradywine Global
    TBA
    , Matthews Asia

    Canada has not adopted global fixed income at the same level as other countries. But unsatisfactory fixed income performance in Canada might change the trend. Determine if fixed income fits in your portfolios to ensure steady returns. Source intelligence to:

    • Assess the foreign fixed income market in Canada
    • Optimize the foreign fixed income allocation in your portfolio
    • Improve your risk management

    Diversify your portfolio with foreign fixed income investments.

  • 10:00 AM
    Investment Grade Credit
    How this Fixed Income Asset Class can Generate Positive Returns when Rates are Rising
    Mike MacBain
    CEO, Chief Investment Officer, East Coast Fund Management

    Rising rates will force foundations to rethink their fixed income strategy. Gather practical tips to:

    • Diversify your portfolio through the addition of this largely uncorrelated asset class
    • Protect capital in this low and rising rate environment
    • Target 6-8% annualized return from an investment grade portfolio

    Stabilize your returns fro fixed income asset class with investment grade credit.

  • 10:30 AM
    Morning Break
  • 11:00 AM
    Industry Expert: Canadian Fixed Income
    Reinvigorate your Fixed Income’s Portfolio Role to Stabilize your Returns
    Peter Muldowney
    Senior Vice-President, CONNOR, CLARK & LUNN FINANCIAL GROUP

    The prospect of negative bond returns led certain investors to invest in less liquid asset classes; however, more options exist. Protect your investment in a raising interest rate environment with alternative approaches to fixed income. Gain insights to:

    • Assess the impact of a rising interest rate environment on your portfolio
    • Revisit your long-only strategy
    • Determine if long-short funds are a right fit for your organization

    Introduce more levees to achieve steady fixed income returns.

  • Impact Investing
    • 11:30 AM
      Case Study: Community Bond
      Invest in your Community while Achieving Steady Returns
      Adil Dhalla
      Executive Director, Centre for Social Innovation

      Community bond is a new solution to use private debt for a social purpose. Develop innovative community investment strategies to complement your social mission with steady returns. Gather fresh ideas to:

      • Integrate social investment in your programs
      • Measure your footprint in the social economy
      • Better manage your investment risks

      Stabilize your investment incomes while empowering your community

    • 12:00 PM
      Industry Expert: Shareholder Advocacy
      Achieve your long-term investment objectives while supporting sustainable and environmental corporate practices as well as your risk profile
      TBA
      Senior Representative, Russell Investments

      Investing based on ESG factors can help advance sustainable investment practices for the benefit of all stakeholders but does it still align with your risk profile? Does the inclusion of E, S or G mean an acceptance of lower return or higher risk?

      Take back to your office strategies to:

      • Ensure that you are not unknowingly exposed to undesired activities or industries
      • Proactively invest in companies with good governance and a focus on sustainability

      Generate consistent returns through investments that support your risk profile

    Traditional Investment
    • 11:30 AM
      Foundation Sustainability
      Review your Operating Revenue Model to Generate the Amount Required to Fund your Operations
      Alan Walker
      Executive Director, Ontario Gallery of Arts

      Operating revenue models are a crucial pillar of foundation sustainability. Analyze your model and plan your changes to secure your revenue stream. Create a roadmap to:

      • Assess the success of your current model
      • Work with your board when your model needs change
      • Educate your board members and your donors or funders

      Improve your operating revenue model to enhance financial sustainability.

    • 12:00 PM
      Industry Expert: Risk Management
      Do you Know How Much Risk There is in your Endowment/Foundation Spending Rate?
      TBA
      Senior Representative, Russell Investments

      A holistic risk approach to managing your foundation or endowment is critical in volatile economic environments. Achieve stability in your investment revenue and maintain your organization’s mission. Gain practical insights to:

      • Identify the level of risk exposure you are comfortable with
      • Ensure liquidity to meet your foundation’s capital commitments
      • Assess risks from complex investment vehicles

      Manage risks and achieve superior performance in a volatile market.

  • 12:30 PM
    Networking Lunch
  • 1:00 PM
    Lunch
  • Stocks and Bonds
    • 1:30 PM
      Industry Expert: ETF
      Invest in ETF: An Outwardly Simple, Yet Inwardly Sophisticated Approach

      The “endowment model” as implemented by organizations such
as Yale University has demonstrated notable long-term returns, leaving many investors eager to generate similar success. Learn from past experiences and increase your long-term return with a simple approach. Gather intelligence:

      • What have the other endowments with smaller assets experienced?
      • What are your prospects in the current economic environment?
      • How to improve your long-term returns

      Gain simple solutions to strengthen your investment strategy.

    • 2:00 PM
      Case Study: Conservative Investment Strategy
      Stay True to your Mission while Improving your Returns

      Conservative approaches to investment are currently challenged by low interest rates. Certain foundations decide, however, to stay conservative due to their mission. Navigate a low interest rate environment while keeping a low risk-profile for your portfolio. Create a roadmap to:

      • Readjust your fixed income allocation
      • Advance your ETF’s strategy
      • Evaluate your options of low-risk investments

      Optimize your investment strategy in a prudent way.

    • 2:30 PM
      Spotlight: Foreign Bonds
      Identify New Opportunities in Foreign Bond Markets to Maximize your Returns

      Greece’s expected bond issuance is a sign that the global bond market is stabilizing. Improve your fixed-income strategy with foreign bonds to increase returns. Source intelligence to:

      • Anticipate changes in the global bonds market
      • Review the risk profile of your portfolio
      • Determine your need for currency hedging

      Establish your foreign bond strategy to improve your fixed income returns.

    Alternative Investment
    • 1:30 PM
      Spotlight: Canadian Commercial Mortgage Credit
      Access Canadian Commercial Mortgage Credit as a stable risk adjusted yield for your alternative investment bucket
      Paul Scholz
      Managing Director & Partner, Institutional Mortgage Capital

      Participating in a mortgage fund provides a fixed income product without increasing your risk profile. The Canadian commercial mortgage market provides access to a private market with enhanced yield with term specific liquidity.

      • Lower correlation with other asset classes including stocks and bonds
      • Low volatility
      • Tangible real property security
      • Opportunities for your investment portfolio in the private mortgage market
      • Fund structure provides you access to origination, underwriting, servicing & due diligence expertise as well as diversification

      Create steady returns while managing your risk profile.

    • 2:00 PM
      Case Study: Co-investment
      Pool your Resources to Attain Better Investing Opportunities
      Sonia Labrecque
      Director, Fondation J. Armand Bombardier

      Certain investment funds require large investment. Invest with other foundations to achieve higher returns. Develop a blueprint to:

      • Determine the pooling options available to your organization
      • Diversify your portfolio with more financial instruments
      • Lower your management fees

      Increase your returns with innovative pooling strategies.

    • 2:30 PM
      Spotlight: Hedge Funds
      Diversify your Portfolio to Achieve Higher Risk-adjusted Returns

      Myths continue to cloud the perspective on hedge funds. Evaluate the pros and cons of hedge funds to maximize your returns in the down market. Take back to your offices strategies to:

      • Develop hedge funds expertise within your investment committee
      • Filter hedge funds to select your managers
      • Determine the right level to allocate in hedge funds

      Develop your hedge fund strategy to make the best of a volatile market.

  • 2:45 PM
    Afternoon Break
  • 3:15 PM
    CASE STUDY: GOVERNANCE
    Improve Foundation Governance and Foster Financial Health
    Martin Garber-Conrad
    Executive Director, Edmonton Community Foundation

    As the philanthropic economy is in decline, F&Es are compelled to modernize their governance. Strengthen your organizational vitality by integrating governance and financial management. Source intelligence to:

    • Drive your capital preservation and meet performance benchmarks
    • Utilize expertise of your investment committee, board and staff
    • Execute a rigorous assessment framework for your managers

    Enable continuous improvement in governance and financial stability.

  • 3:30 PM
    Interactive: Fund Stewardship
    Revisit your Investment Policy Statement to Ensure Fund Stewardship

    Foundations face a growing need to let the community have a word in their mission statement. Thus, the IPS needs to reflect a more complex fund stewardship. Bring your governance to the next level with an enhanced review of your fund stewardship. Develop an action plan to:

    • Develop a bottom-up relation with the people you serve
    • Include the needs of your community in your fund stewardship
    • Clarify your IPS

    Improve your governance in a changing philanthropic landscape

  • 3:45 PM
    Case Study: MBA programs
    Work with MBA Students and Graduates to Improve your Investment Strategy and Returns
    Steve S.J. Lee
    Executive Director, Foundation for Environmental Stewardship

    MBA schools are starting to offer programs with a focus on investment for F&E. Leverage expertise from MBA students and graduates to drive the performance of your portfolios. Create a roadmap to:

    • Discover what MBA programs with F&E focus can mean for your foundation
    • Provide investment job and internship opportunities within your foundation
    • Leverage fresh and innovative investment strategies from your young professionals

    Tap into MBA programs to bolster your investment strategy.

  • 4:15 PM
    Panel: ESG CHECKLIST
    Set your Milestones to Achieve your Responsible Investment Target and Increase Returns
    TBA
    Senior Representative, Russell Investments
    TBA
    Senior Representative, NEI Investment

    An increasing number of foundations are setting a responsible investment target. Review each step to implement your ESG investment strategy and secure long term returns. Gain insights to:

    • Determine an ESG target in your portfolio
    • Refine your criteria before selecting an ESG fund
    • Benchmarking the performance of your ESG investments

    Create a checklist to improve your organization’s triple bottom line.

  • 5:05 PM
    Evening Social Activities
January 23, 2018
January 24, 2018
  • 7:00 AM
    Registration and Breakfast

    Breakfast sponsored by:

  • 8:15 AM
    Opening Comments from the Chair
  • 8:30 AM
    Keynote: Bridging the Gap
    Align your Mission with your Investment Targets to Bolster Both

    Mission-related investments create new investment opportunities, but also more pressure on your traditional investments. Adopt a coherent strategy to achieve your traditional and impact investments’ targets. Take away practical strategies to:

    • Integrate the inputs of the people you serve in your strategy
    • Develop your self-sustaining programs
    • Advance the negative screening of your portfolio

    Develop the nexus between your traditional and mission-related investments to achieve both targets.

  • 9:00 AM
    Industry Expert: Quantamental Approach to Investing
    Take Advantage of Quantitative and Fundamental Disciplines to Improve your Investment Process
    Mark Stacey
    Senior Vice-President, Head of Portfolio Management and Co-Chief Investment Officer, Highstreet Asset Management

    Investing has become increasingly complex as investors become more globally oriented and financial data has expanded. Advance towards your return targets with a disciplined and repeatable investment process. Gain insights to:

    • Analyze the impact of a Quantamental approach on your decision-making
    • Improve the risk management of your global investments
    • Consolidate financial data to reduce your costs

    Harness the power of quantamental investing to bolster your investing process.

  • 9:30 AM
    Debate Panel: Passive Vs. Active
    Adjust your Passive and Active Strategies to Thrive in a Fast Changing Market
    Alan Walker
    Executive Director, Ontario Gallery of Arts

    Active and passive investing serve different purposes, but market uncertainties can impact their performance. Achieve your target return with strategies that answer both your needs and the market reality. Analyze new strategies to:

    • Review performance-based fees for your organization
    • Determine your criteria to select active or passive management
    • Adapt your strategy to economic changes

    Select a strategy to achieve your return target while navigating a volatile market.

  • 10:15 AM
    Spotlight: Longview Asset Management
    Refine your Strategy to Improve your Returns and Achieve your Mission
    Doug McCutcheon
    President, Longview Asset Management

    An increasing number of foundations are setting a responsible investment target. Review each step to implement your ESG investment strategy and secure long term returns. Gain insights to:

    • Determine an ESG target in your portfolio
    • Refine your criteria before selecting an ESG fund
    • Benchmarking the performance of your ESG investments

    Create a checklist to improve your organization’s triple bottom line.

  • 10:30 AM
    Morning Break
  • Stocks and Bonds
    • 11:00 AM
      Spotlight: Cash Flow
      Improve your Spending Policy and Diversify your Portfolio to Achieve your Mission

      Pensions funds face increasing pension payments in a low-interest environment. Develop coherent spending and investment policies to ensure your foundation’s sustainability. Create a blueprint to:

      • Evaluate your investment target based on your needs
      • Diversify your investments
      • Revisit your risk profile

      Optimize your spending while improving long-term yields

    • 11:15 AM
      Case Study: HHS
      Ensure Ownership Over your Investments to Achieve Better Risk-adjusted Returns
      Diana Simmons
      Chief Investment Officer, Hamilton Health Sciences

      Developing a sense of ownership over your investment strategy is key to achieve your targets. Build your capacity to discipline your portfolio and improve your portfolio’s performance. Create a blueprint to:

      • Focus on your organizational needs
      • Control your agenda
      • Establish realistic expectations

      Establish an investment strategy to achieve your organization’s goals.

    • 11:45 AM
      Spotlight: Financial
      Achieve your Investment Target with Trusted Financial Managers

      From target setting to performance monitoring, foundations need to work closely with financial managers. Increase the oversight of your investments by fortifying your relationship with your investment manager. Gain practical insights to:

      • Set your targets without putting too many constraints on managers
      • Benchmark your investment’s performance
      • Enhance communication with your investment manager

      Develop a collaborative approach with your investment manager to achieve your goals.

    Alternative Investment
    • 11:00 AM
      Spotlight: Private Lending
      Review Popular Fixed-income Strategies to Achieve Higher Risk-adjusted Returns
      TBA
      Senior Representative, Sun life Investment Management

      Private lending can provide fixed income without increasing your risk profile significantly. Reduce your risks while achieving stable returns. Gain insights to:

      • Find opportunities for your foundation in the private lending markets
      • Originate, structure, price, and conduct your due diligence of private lending
      • Understanding and mitigating your risk appetite and exposure

      Create steady returns while managing your risk profile.

    • 11:15 AM
      Private Equity
      Meet your Return Target for Private Equity to Achieve your Objectives

      Private equity is a growing market for impact investors and provides a wide variety of opportunities. Increase your long-term returns while improving the ESG of your ventures. Bring back to your office a strategy to:

      • Monitor current valuations of your investments
      • Improve your liquidity with secondary market private equity
      • Plan and enhance your exit strategy from private equities

      Perfect your private equity strategies to attain better long-term returns.

    • 11:45 AM
      Spotlight: Real Estate Market

      Improve your Alternative Investment Strategy by Assessing Canada’s Real Estate Market 


      Canada’s real estate market boomed in 2016. Evaluate your opportunities in the real estate market to bolster your returns. Source intelligence to:

      • Identify the different types of real estate investment vehicles
      • Understand the benefits of investing in the real estate market for your organization
      • Determine the level of illiquid assets, which fit your 
organization’s targets.

      Drive your returns up by investing in the real estate market.

  • 12:00 PM
    Networking Lunch
  • 1:00 PM
    Interactive Session: How to Brief your Money Manager
    Tell Investment Managers What you Expect from Them to Optimize your Portfolio Allocation

    Tell Investment Managers What you Expect from Them to Optimize your Portfolio Allocation

    While explaining the investment market, Portfolio Managers tend to control what is discussed. Reframe the discussion to ensure that you focus on what matters to your organization. Gain insights to:

    • Identify what your managers do well
    • Ensure you address the topics that matter with your managers
    • Determine which strategy is well received by your investment committee

    Access the information you need from your manager to set the right return target for your organization.

  • 1:45 PM
    Spotlight: Search Funds Investments
    The Asset Class Nobody Keeps Up With
    Jan Simon
    Co-Founder & Managing Partner, Vonzeo Capital

    Search funds investing has a long history of persistent high returns, in the high 30% ,with a low correlation to other investment vehicles. Analyze the current performance of search funds investments to bolster your portfolio’s returns. Take aways of the presentation:

    • Review the history and current performance of Search Funds Investments
    • Analyze the drivers of value creation in Search Funds Investments
    • Assess your potential impact on tomorrow’s business leaders

    Gain insights on an asset class that can strengthen your portfolio’s performance.

  • 2:00 PM
    CASE STUDY: OCF
    Develop Investments that Create Returns for your Community and your Organization
    Marco Pagani
    President & CEO, Ottawa Community Foundation

    Faced with large social issues, charities are looking to increase their impact. To do so, they need to go beyond immediate relief and inject sustainability in their programs. Leverage your investments to create a paradigm shift and achieve your mission. Source practical tips to:

    • Review the state of the not-for-profit sector
    • Develop tools to empower your community
    • Sustain your efforts by securing revenue streams

    Create meaningful change while ensuring your long-term financial health.

  • 2:30 PM
    Spotlight: Alternative Assets
    Take Advantage of Alternative Asset Markets to Increase Short-term Returns
    TBA
    Senior Representative, Russell Investments

    Alternative assets are expected to increase from $10 trillion in 2015 to $18 trillion in 2020. Access growing markets to stabilize short-term returns. Master an action plan to:

    • Adapt the success of larger institutional investors to your organization
    • Increase your options with direct and indirect investments
    • Minimize risks from illiquid investments

    Add more investing options to improve your returns.

  • 2:45 PM
    Afternoon Break
  • 3:15 PM
    Case Study: Donor Relations
    Ensure your Stewardship with Well-crafted Donor Agreements
    Danny Glenwright
    Executive Director, Action Against Hunger

    Many Canadian foundations are constrained by poorly conceived donor agreements that create legal problems. Avoid common pitfalls in drafting gift agreements with your donors. Discuss best practices to:

    • Gain flexibility in your charitable activities and investments
    • Identify common pitfalls and double-check your drafts
    • Enhance your transparency

    Manage donor agreements to protect your reputation.

  • 3:45 PM
    Case study: Blended Finance
    Leverage Public-private Partnerships to Access High Yield Investments
    TBA
    Convergence Fund

    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:

    • Analyze blended finance as a concept and its implication for your foundation
    • Develop your partnership to create returns on investment
    • Leverage your expertise within local communities

    Foster economic development while enabling high returns investment for your organization and partners.

  • 4:15 PM
    Conference Adjourns
January 24, 2018

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