Agenda
-
8:30 AMRegistration and Breakfast
-
9:15 AMOpening Comments from the ChairOmar MedinaClient Portfolio Manager, Institutional Group, SEI
-
9:30 AMKeynote: Portfolio ConstructionRe-thinking the Fixed Income Component of your Portfolio in a Low Return EnvironmentWilliam W. MoriartyFormer President, CEO and CIO, University of Toronto Asset Management CorporationSenior Advisor and Chair of the Risk Committee, RPIA
Developing your fixed income investment strategy is crucial for your long-term portfolio’s performance. Ensure capital preservation while increasing returns in your fixed-income portfolio. Take away practical strategies to:
- Maintaining liquidity
- Improve your returns
- Better align fees paid
Build your fixed income strategy to bolster returns while preserving your capital..
-
10:15 AMPanel: ESGAnalyze ESG to Stabilize your ReturnsNick HendersonDirector, Responsible Global Equities, BMO Global Asset ManagementChris LittleDirector, Finance, Tides CanadaJohann Olav KossPresident, Waratah Impact, Waratah Capital Advisors Ltd.
ESG is growing in popularity Determine if ESG fits in your portfolios to ensure steady returns. Source intelligence to:
- Adapt your strategy to economic changes
- Establish your target for risk-adjusted returns
- Review performance-based fees for your organization
Diversify your portfolio with ESG investments.
-
11:15 AMMorning Break
-
11:45 AMIndustry Expert: Alternative AssetsNavigating Alternative Credit Strategies for YieldMark HilsonManaging General Partner, Romspen Investment Corporation
-
12:15 PMPanel: Global Fixed IncomeAnalyze Global Fixed Income to Stabilize your ReturnsLiam O’Sullivan, CFAPrincipal, Head of Client Portfolio Management, RPIA Global Fixed Income Experts
Canada has not adopted global fixed income at the same level as other countries. But unsatisfactory fixed income performance in Canada might change the trend. Determine if fixed income fits in your portfolios to ensure steady returns. Source intelligence to:
- Assess the foreign fixed income market in Canada
- Optimize the foreign fixed income allocation in your portfolio
- Improve your risk management
Diversify your portfolio with foreign fixed income investments.
-
1:00 PMSpotlight: REITReal Estate Trends: A study on the Change in TrajectoryLisa StewartAssociate Vice President, Capital Markets, Neighbourhood Holdings
A review of recent housing market statistics brings out several important data points not obvious to the casual observer. Explore defensive strategies to protect your investments against possible turbulence. Learn more about:
- The downward trend in the liquidity of the re-sale market
- Factors contributing to the halt in price growth
- Potential of rotating investment from real estate equity into the real estate debt
Align your investment strategies with the latest shifts in the real estate.
-
1:15 PMNetworking Lunch
-
2:30 PMINDUSTRY EXPERT: VERTEX ONETom Savage, CFAPortfolio Manager, Vertex Arbitrage Fund, Vertex One Asset Management
-
3:00 PMCase Study: Shareholder AdvocacyAchieve Your Long-Term Investment Objectives While Supporting Sustainable and Environmental Corporate PracticesShannon RohanDirector of Responsible Investment Leadership, SHARE
Shareholder engagement can be a powerful tool for responsible investors to mitigate risks and improve corporate sustainability performance. But how can Endowments and Foundations participate meaningfully in shareholder engagement activities? The session will explore:
- How shareholder engagement can be leveraged to achieve positive impacts in the areas of diversity, decent work, reconciliation and climate change
- Inspiring examples of Foundations using their voices to influence corporate sustainability policies and practices
- Identifying some key next steps for foundations
-
3:45 PMIndustry Expert: Next Generation RIBack to the Future: Advancing the UN Sustainable Development Goals in the New EconomyMichelle de CordovaHead of Environmental, Social and Governance (ESG) Services, NEI Investments
Responsible investing is rapidly evolving as the mainstream investment institutions are increasingly adopting the strategies invented by industry leaders. Learn more about:
- Value based investing of 70s, 80s and 90s
- Evaluating and focusing on risk of 2000’s
- Path taken to get where we are today
Examine how SDG can be furthered in the current market
-
4:15 PMConference Adjourns
-
4:20 PMEvening Social Activities
It’s time to get real! Mingle with the delegates and speakers while discovering what goods your work and investment brings to your community.
-
8:30 AMRegistration and Breakfast
-
9:45 AMOpening Comments from the ChairOmar MedinaClient Portfolio Manager, Institutional Group, SEI
-
10:00 AMPanel: In the News – Economic and Political UpdatesAdjust Your Mission, Operations and Investments to Major Policy and Economic ChangesJennifer JohnstonePresident & CEO, Central City FoundationVivian SmithExecutive Director, Langley Memorial Hospital Foundation
Not-for-Profit are at the front line of the economic and political changes in society. Review recent new headlines and anticipate the impact on your investments and programs. Source intelligence to:
- Assess the effect of upcoming Canadian policies on your organization
- Integrate a political aspect to your understanding of risks
- Adopt proactive decision-making with your portfolio management
Navigate a changing social and economic climate and adapt your mission and portfolio.
-
10:45 AMCase Study: Community BondsInvest in your Community While Achieving Impact & Steady ReturnsMichelle BaldwinExecutive Director, Pillar Non Profit Network/Innovation Works
Community bonds are a new solution to use private debt for a social purpose. Develop innovative community investment strategies to complement your social mission with steady returns. Gather fresh ideas to:
- Integrate social investment in your programs
- Measure your footprint in the social economy
- Better manage your investment risks
Stabilize your investment incomes while empowering your community.
-
11:30 AMMid-Morning Networking Break
Interact with conference speakers and fellow attendees.
-
12:00 PMINDUSTRY EXPERT: CANACCORDInvestment Fiduciary: Helping Optimize your Impact within the CommunityRon LloydExecutive Vice President, Waratah Capital Advisors LtdMichael CassadySenior Investment Advisor, Canaccord Genuity Wealth ManagementErik BensonInvestment Advisor and Portfolio Manager, Canaccord Genuity Wealth management
Working with an Investment Fiduciary provides Boards of Directors the expertise and freedom they need to execute on their charter. Take away strategies to:
- Develop new / optimize existing Investment Policy Statement
- Cash Management to meet spending requirements
- Coordinated handling of donated securities
- Incorporating ESG policies into Investment Management
-
12:30 PMCase Study: Blended FinanceLeverage Public-Private Partnerships to Access High Yield Investments while Creating Long-lasting Social ChangeBoris MartinCEO, Engineers Without Borders
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
Be at the forefront of the next wave of impact investing to create changes while increasing your returns.
-
1:15 PMNetworking Lunch
-
2:15 PMInteractive Session: Responsible InvestmentsEnsure Your Investments Respect and Reflect Your Core ValuesJames TanseyExecutive Director, UBC Centre for Social Innovation & Impact Investing
From hospital foundation divesting from tobacco companies to community foundation directly investing in social housing, responsible investment can take many forms. Brainstorm ideas to ensure that your investment are representing your organization values and mission. Source Intelligence to:
- Map RI initiatives undertaken by foundations of your type
- Find new avenues to foster change with your investment
- Identify challenges and pitfall from RI
Gather fresh ideas from your peers to align your mission and your investments.
-
2:45 PMCase Study: Impact Investing & StorytellingBetter Integrate Your Mission-Related Investments in Your Reports to Bolster ConfidenceWilliam LitchfieldChief Advancement Officer, Vancouver Island University Foundation
As impact investing is a growing trend, mission-related investments will become part of your story. Express your investing achievements in a way that strengthen trust in your organization. Create a blueprint to:
- Measure the social impact of your investments
- Ensure transparency and accountability
- Transform your results into stories
Adapt your storytelling to new types of social impact.
-
3:30 PMKeynote: Chief EconomistAddress Economic Uncertainties to Mitigate Your RisksBrett HouseVP & Deputy Chief Economist, Scotiabank
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 changes on your portfolio
- Discover what economic uncertainties can mean for your program and mission
- Protect your long-term investments
Overcome market volatility to protect your investments.
-
4:15 PMConference Adjourns
