Agenda

June 28, 2017
  • 7:45 AM
    Registration and Breakfast
  • 8:30 AM
    Opening Comments from the Chair
    Tom Reimer CIM
    Director of Institutional Sales, Canada, SEI Global Institutional Group
  • 8:45 AM
    Keynote: Economic Climate
    Address Economic Uncertainties to Mitigate Your Risks
    Todd Hirsch
    Chief Economist, ATB Financial

    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:

    • Anticipate the impact of interest rate change on your portfolio
    • Discover what economic turmoil can mean for your program and mission
    • Protect your long-term investments

    Overcome market volatility to protect your investments.

  • 9:30 AM
    Case Study: Asset Mix
    Adjust Your Asset Mix to Attain a Better Risk-return Tradeoff
    Eugene Lee
    Vice President Investments, Vancouver Foundation

    There is general consensus that an investment portfolio’s asset mix is the largest driver of both risk and return over the long-term. However, Investment Committees often don’t dedicate enough time discussing the strategic asset mix of their plans. Develop a blueprint to:

    • Explain the different aspects of an asset mix study and how it fits into the asset allocation process
    • Identify limitations and sensitivities
    • Address preconditions required to ensure successful outcomes

    Promote understanding of the risk and return through in-depth asset mix discussions.

  • 10:00 AM
    Speed Networking
  • 10:30 AM
    Mid-morning Networking Break

    Interact with conference speakers and fellow attendees. Secure important new business contacts and talk about crucial developments in your field.

  • 11:00 AM
    Case Study: Investing in Indigenous Communities
    Advance Sustainable Development and Conservation Financing with an Example from Coastal BC
    Brodie Guy
    Executive Director, Coast Funds

    Small and Indigenous communities are often in need of capital to develop their businesses. Philanthropy and impact investing in these communities empowers them while effectively achieving your mission. Bring back to your foundation:

    • Stories of Indigenous community development from Canada’s Great Bear Rainforest
    • How Indigenous communities are engaging with foundations and private investors to create social enterprises
    • How Coast Funds achieves a social return on investment from its philanthropic activities

    Empower Indigenous communities while achieving a measurable social return on investment.

  • 11:30 AM
    Panel: ESG
    Debunk the Myths about ESG Investments and Stabilize Your Long-term Returns
    Robert Walker
    Vice President, Ethical Funds & ESG Services, NEI Investments
    Jessica Huang, CFA
    Vice President, BlackRock

    The myth that ESG investments compromise performance is widespread, but empirical evidence tells another story. Stay true to your foundation’s mission while increasing your returns. Develop a blueprint to:

    • Invest responsibly without compromising your returns
    • Align your investment strategy with your mission
    • Benchmark or measure the social impact of your investment

    Increase long-term returns without encroaching on your social mission.

  • 12:15 PM
    Networking Luncheon

    Join the conference speakers and your peers for a relaxing luncheon.

  • 1:30 PM
    Interactive Session: Risk Management
    Get Buy-in From Your Board to Support Innovative Strategies and Improve Risk-Management

    With the underperformance of traditional investment strategies, foundations must adopt innovative solutions. Conservative boards can, however, hamper the adoption. Build a business case to achieve a more balanced investment strategy for your F&E. Gain insights to:

    • Highlight the risks of traditional investment strategies for your board
    • Achieve the best risk-return tradeoff for your organization
    • Add investment strategies to your toolkit to achieve your foundation’s mission

    Improve your foundation’s adaptability to ensure long-term sustainability.

  • 2:15 PM
    Social Impact Bonds
    Reduce your Risk Exposure and Support Public Programs Aligned with your Mission
    Adam Jagelewski
    Director Capital Advisory, MarRS Centre for Impact Investing

    The first example of social impact bonds in Canada happened in 2016. Achieve your investment target and mission goals through SIB. Source intelligence to:

    • Evaluate current and future opportunities of SIB for your organization
    • Improve the structure of your SIB to increase capital de-risking
    • Identify intermediaries to support your SIB strategy

    Adopt innovative strategies to preserve your capital and finance public programs.

  • 3:00 PM
    Mid-afternoon Networking Break

    Interact with conference speakers and fellow attendees.

  • 3:30 PM
    Panel: Foundation Roundtable
    Harness Evolving Opportunities and Overcome Challenges in your Governance
    Jennifer Johnstone
    President & CEO, Central City Foundation
    William Litchfield
    Executive Director, Vancouver Island University Foundation

    Growing philanthropic needs combined with persistent economic pressure challenge today’s foundations to achieve more with less. Gather practical wisdom from foundation leaders to fulfill fiduciary duties, improve efficiency, and deliver on mission. Amplify your efforts to:

    • Fortify governance through a holistic management framework
    • Collaborate effectively with investment and finance committees
    • Explore partnerships and resource pooling to reduce demand

    Overcome organizational and fiscal challenges for your foundation.

  • 4:15 PM
    Endowments
    Improve your Endowment to Achieve your Mission
    Christopher Hawk
    President, Small Business & Retirement Plans Foundation

    Creating a new endowment can be challenging. Solidify your strategy to ensure the perpetuity of donations. Develop your strategy to:

    • Define the new responsibilities of your committees
    • Strengthen your management of bequests
    • Ensure your stewardship and fiducial duties

    Advance your organizational strategies to reinforce your endowments

  • 4:45 PM
    Conference Adjourns to Day Two
  • 5:00 PM
    Evening Social Activities

    Unwind and mingle with the delegates and speakers at our “exclusive” end-of-the-day reception. Bring your business cards!

June 28, 2017
June 29, 2017
  • 7:45 AM
    Registration and Breakfast
  • 8:30 AM
    Opening Comments from the Chair
    Tom Reimer CIM
    Director of Institutional Sales, Canada, SEI Global Institutional Group
  • 8:45 AM
    Social Purpose Real Estate
    Improve your Investment Strategy by Assessing the Social Purpose Real Estate
    Jennifer Johnstone
    President & CEO, Central City Foundation

    The real estate’s market remains strong, but it creates social challenges. Evaluate your opportunities in the real estate market to bolster your social impact and returns. Source intelligence to:

    • Understand the benefits of investing in the real estate market for your organization
    • Improve your triple bottom line
    • Determine potential pitfalls when investing in SPRE

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

  • 9:30 AM
    Industry expert: ESG Implementation
    How Non-Profit Organizations Take Low Carbon Investing From Theory To Reality
    Adam Hornung
    Associate Director, Investment Strategy, Russell Investments
    Kendra Kaake
    Director, Client Strategy & Research - Canada, Russell Investments

    As investors look to incorporate low carbon and ESG criteria into their decision-making process, the implications of tackling this transition can be daunting.  This session will address how you:

    • Define a transition plan to a low carbon/ESG investment strategy
    • Manage your risk in the transition to low carbon
    • Balance carbon risk with generating investment returns for a diverse stakeholder group

    Implement your ESG strategy to access low-carbon investment.

  • 10:15 AM
    Mid-morning Networking Break

    Interact with conference speakers and fellow attendees.

  • 10:45 AM
    Disbursement Management
    Master your Disbursement Plans to Ensure the Long-term Viability of your Endowment
    Jim Boyd
    Board Director, West Vancouver Community Foundation

    With increasing demands on finite returns, foundations encounter more difficulties to meet their programmatic goals. Create a plan to meet your disbursement requirement and investment mandate. Gather strategies to:

    • Align disbursement with your long-term investment
    • Manage your unrestricted funds
    • Stabilize your cash flow

    Meet your obligations through long-term strategic planning.

  • 11:30 AM
    Industry Expert: Private Lending
    Review Popular Fixed-income Strategies to Achieve Higher Risk-adjusted Returns
    Jafer Naqvi
    Vice-President - Fixed Income & Multi-Asset, Greystone Managed Investments

    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.

  • 12:15 PM
    Networking Luncheon

    Join the conference speakers and your peers for a relaxing luncheon.

  • 1:30 PM
    Investor Behavior
    Identify Common Errors when Investing to Enhance your Strategy
    Tom Reimer CIM
    Director of Institutional Sales, Canada, SEI Global Institutional Group

    Certain behavior a logical bias can cloud your judgement when investing. Strengthen your decision making to achieve your goals. Gain practical insights to:

    • Review common pitfalls in your decision making
    • Re-adjust your perception of risks
    • Establish your strategy to avoid behavioral traps

    Manage risks and achieve superior performance in a volatile market.

  • 2:00 PM
    Risk Management
    Do You Know How Much Risk There in Your Endowment/Foundation Spending Rate?
    Philip A. Falls
    Practice Leader - Investment, PBI

    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.

  • 2:45 PM
    Mid-afternoon Networking Break
  • 3:15 PM
    Case Study: Foundation Sustainability
    Review your Operating Revenue Model to Generate the Amount Required to Fund your Operations
    Brian Dowling
    Senior Vice President for Finance and Information, UBC Hospital Foundation

    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 boards when your model need change
    • Educate your board members and your donors or funders

    Improve your operating revenue model to enhance financial sustainability.

  • 4:00 PM
    Interactive – Birds of a Feather

    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:

    • Reviewing your investment policy statement
    • Benchmarking the performance of your managers
    • Achieve your responsible investment goals

    “Flock together” to brainstorm innovative approaches to your most pressing challenges.

  • 4:30 PM
    Conference Adjourns
June 29, 2017

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