2018 Program

Breakfast sponsored by:

The philanthropic landscape is changing quickly and F&Es are required to adapt quickly. Overview the current economic reality of foundations and endowments to attain your organization’s goals. Source intelligence to:

• Analyze current economic and political factors impacting the N-F-P sectors
• Discover what economic uncertainties can mean for your program and mission
• Adjust your expectations when reevaluating your investment plans

Adapt your organization to a fast changing philanthropic landscape.

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.

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.

Individual investors and the individuals running investment firms regularly make costly investment decisions based on instinctive behaviours. In the context of investing in stocks, discuss:

• What some of these costly behaviours are
• How to try and overcome them
• When it makes sense to be invested in stocks

It’s a tough market, and institutional investors such as, foundations and endowments need solutions that add yield without sacrificing quality. In this intimate session, Sun Life Investment Management experts discuss the growth of alternative fixed income investments and what role they could play in a diversified portfolio. The discussion will aim to provide insight into the private debt market with a focus on commercial mortgages.

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.

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.

With the 3% Project, FES is helping young professionals to connect their environmental concerns with their career. Take part in their success and advance your mission with new young allies. Create a roadmap to:

• Review training programs that engage students with Sustainable Development Goals
• Discover what youth engagement can mean for your foundation and governance
• Add expertise in your investment strategy

Bring a new perspective to your decision-making process.

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.

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.

Top-tier alternative asset managers are typically known to achieve consistently greater returns. However, access to the top-tier managers is difficult to obtain for many small-to-mid-size Canadian institutions. Learn about strategies and structures to bridge the access gap.
Gain practical insights to:

• Increase your allocation to alternative investments
• Enhance the prospect of performance and cashflow through allocations to secondary PE investments
• Emulate the strategies of larger institutional investors

Enhance portfolio construction using top-tier managers.

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:

• Personalize stewardship linked to charitable activities and investments
• Identify common pitfalls and define metrics
• Enhance your transparency

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:

• 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.