Welcome to the longest-running and largest investment summit dedicated to foundations and endowments on Canada’s west coast.
Predictability has not been the strong suit of the Trump Presidency, and the financial markets are rocked by unprecedented uncertainties.
This exclusive event is your chance to develop an innovative strategy to weather high volatilities and protect your investments.
Establish a cohesive plan to mitigate risks, achieve better portfolios’ performance and bolster your triple bottom line.
Specifically created for Foundations, Endowments and Not-for-profits, gain practical advice to:
Tom Reimer serves as the Director of Institutional Sales for the SEI Global Institutional Group in Toronto, Ontario. His team is responsible for business development within the Canadian market and management and implementation of SEI’s delegated investment solutions (OCIO) for defined benefit, defined contribution, endowment, foundation, multiemployer and not for profit clients.
Following five years with the Calgary Stampeders of the Canadian Football League, Tom started his career in the investment industry with Merrill Lynch as a Financial Advisor and Investment Manager, followed by senior management and business development roles for AGF Asset Management Asia and Brandes Investment Partners.
Tom earned his Bachelor of Education (Honours) in Psychology and Business from The University of British Columbia and holds the Chartered Investment Manager (CIM) designation.
Todd joined ATB Financial in May 2007 as its Chief Economist. As the bank’s top economic expert, he tracks and analyzes developments in Alberta’s and North America’s economy. Todd spends most of his time crisscrossing the province, sharing these economic insights at over 150 presentations a year.
Todd provides economic commentary for CBC, CTV, The Globe and Mail, The Business News Network and the BBC and other local, national and international news outlets. In 2011, he was recognized as one of Alberta’s 50 Most Influential People by Alberta Venture magazine.
He received his BA Honours in Economics from the University of Alberta and an MA in Economics from the University of Calgary. Since completing his education in 1993, he has held a series of economist positions at a variety of for-profit and public sector organizations, including the Canada West Foundation, the Canadian Pacific Railway and the Bank of Canada. For almost a decade, Todd taught economics at the U of C.
Todd’s been recognized as one of Alberta’s 50 Most Influential People by Alberta Venture magazine, and was recently honoured by the federal government with the Diamond Jubilee Medal. In 2014 he was appointed to the Alberta Economic Development Authority, and to the Board of Governors of the University of Calgary.
Jennifer Johnstone is President & CEO of Central City Foundation, an organization that has been working to improve the lives of neighbours in need in Vancouver’s inner city since 1907. In the past 25 years, her career in non-profit management and community resource development has included key leadership positions with Vancity Community Foundation, Battered Women’s Support Services, Vancouver Status of Women, and Ballet British Columbia. She has also maintained a successful private consulting practice in fundraising and organizational development and is an instructor in the Fundraising Certificate Program at BCIT. An in-demand speaker about non-profit management, social purpose real estate, organizational innovation and inner-city issues, Jennifer is also a leader in the business community for her continued mentorship of women and youth. Jennifer remains passionately committed to social justice and community investment and currently serves as a Board member with a number of local organizations and is the President of the Association of Fundraising Professionals Vancouver Chapter.
Eugene Lee is the Vice President of Investments and newest member of the executive team at Vancouver Foundation – one of Canada’s largest community foundations which has granted in excess of $1 billion since its inception in 1943.
Eugene has 20 years of investment experience working with pensions, endowments, foundations and First Nations settlement trusts.
Eugene started his career at SEI Investments in the late 1990’s and spent 14 years at RBC Investor and Treasury Services in the area of risk and investment analytics. Prior to joining Vancouver Foundation, Eugene was an Investment Consultant at PBI Actuarial Consultants working closely with various plan sponsors in developing investment policies and governance guidelines as well as manager research, performance monitoring and strategic asset mix analysis.
Eugene received his Chartered Financial Analyst (CFA) designation in 2002 and is a graduate from the University of British Columbia Sauder School of Business.