Agenda

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.

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.

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

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.

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.

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

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.

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.

Interact with conference speakers and fellow attendees.

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.

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

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