Uncertainty over Canada’s position in global trade, coupled with recent interest rate rises has made it hard to know what the right investment decision is for your portfolio.
Your organization is counting on you to help weather the economic storm and help make the right investment choices so you can meet your mandate and maximize your investment returns. Establish a cohesive plan to mitigate risks, achieve better portfolio performance and meet your social goals.
This Summit is carefully curated just for Foundations, Endowments and Not-for-Profits, take away proven advice to:
Ensure your investment plan is ready for the future, help your Foundation, Endowment or Not-for-Profit get stable returns in perpetuity! Register now.
Brett House is Vice-President and Deputy Chief Economist at Scotiabank. He works with the Chief Economist to manage as global research team that provides Scotiabank and its clients with macroeconomic insights across the bank’s domestic and international business lines.
Prior to joining Scotiabank in October 2016, Brett was Chief Economist at Alignvest Investment Management in Toronto and Global Strategist at Woodbine Capital Advisors, a New York-based global macro fund. Earlier in his career, Brett served as Principal Advisor in the Executive Office of the United Nations Secretary-General and as an Economist at the International Monetary Fund. He cut his teeth in fixed-income markets at Goldman Sachs International in London and at the World Bank in Washington, DC.
Brett is a Rhodes Scholar with degrees in economics from the University of Oxford and Queen’s University at Kingston. In addition, he has taught at Oxford and McGill University in Montréal, and has held research roles at Columbia University in New York and Massey College at the University of Toronto.
Brett sits on the investment committees of Pearson College and the Canadian Rhodes Scholars’ Foundation. He received the 2014 Québec Notable Award in Finance and the 2015 Good Citizen Award from his hometown of Lincoln, Ontario. He was named a Young Global Leader by the World Economic Forum in 2010.
William W. Moriarty, CFA currently serves as a Senior Advisor and Chair of the Risk Committee of RPIA, an Investment Advisor to the Healthcare of Ontario Pension Plan, Chair of the Invesco Canada Funds Advisory Board, Chair of Invesco Canada’s Independent Review Committee, an Investment Advisor to Canadian Overseas Investment Ltd. and a member of the Advisory Board of Tundra Process Solutions Ltd. Mr. Moriarty is the former President, Chief Executive Officer and Chief Investment Officer of University of Toronto Asset Management Corporation, a registered Portfolio Manager and Investment Fund Manager that managed $8.1B in pension and endowment assets. Prior to joining UTAM during 2008, Mr. Moriarty was a Vice Chairman of RBC Capital Markets. Over his career at RBC, which began in 1983, Mr. Moriarty served as: Director of Equity Research and Chair of the Investment Strategy Committee; Head of the Global Research Division; Head of the Global Equity Division; Co-Head of the Capital Markets Services Division; and, Head of the Alternative Investments Division. He was also a member of the RBC Capital Markets’ Operating and Executive Committees, the Bank’s Pension Investment Committee, and a Director of RBC Asset Management Inc. (mutual funds) and RBC Capital Partners Limited (private equity). In addition, he has served on several community, industry and public Boards and was a founding Director of the Investment Industry Regulatory Organization of Canada and Chair of Market Regulation Services Inc. (the SRO that regulated securities trading and market related activities of participants on Canadian Stock Exchanges and alternative trading systems). More recently, he served as a member of the Ontario Ministry of Finance’s Pooled Asset Management Implementation Working Group. Mr. Moriarty holds a BA from the University of Toronto, an MA from the University of Chicago, a CFA from the CFA Institute and completed the Board Effectiveness Program at the Rotman International Centre for Pension Fund Management.
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.