Agenda

October 16, 2018
  • 8:30 AM
    Registration and Breakfast
  • 9:15 AM
    Opening Comments from the Chair
    Omar Medina
    Client Portfolio Manager, Institutional Group, SEI
  • 9:30 AM
    Keynote: Portfolio Construction
    Re-thinking the Fixed Income Component of your Portfolio in a Low Return Environment
    William W. Moriarty
    Former President, CEO and CIO, University of Toronto Asset Management Corporation
    Senior 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 AM
    Panel: ESG
    Analyze ESG to Stabilize your Returns
    Nick Henderson
    Director, Responsible Global Equities, BMO Global Asset Management
    Chris Little
    Director, Finance, Tides Canada
    Johann Olav Koss
    President, 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 AM
    Morning Break
  • 11:45 AM
    Industry Expert: Alternative Assets
    Navigating Alternative Credit Strategies for Yield
    Mark Hilson
    Managing General Partner, Romspen Investment Corporation
  • 12:15 PM
    Panel: Global Fixed Income
    Analyze Global Fixed Income to Stabilize your Returns
    Liam O’Sullivan, CFA
    Principal, 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 PM
    Spotlight: REIT
    Real Estate Trends: A study on the Change in Trajectory
    Lisa Stewart
    Associate 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 PM
    Networking Lunch
  • 2:30 PM
    INDUSTRY EXPERT: VERTEX ONE
    Tom Savage, CFA
    Portfolio Manager, Vertex Arbitrage Fund, Vertex One Asset Management
  • 3:00 PM
    Case Study: Shareholder Advocacy
    Achieve Your Long-Term Investment Objectives While Supporting Sustainable and Environmental Corporate Practices
    Shannon Rohan
    Director 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 PM
    Industry Expert: Next Generation RI
    Back to the Future: Advancing the UN Sustainable Development Goals in the New Economy
    Michelle de Cordova
    Head 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 PM
    Conference Adjourns
  • 4:20 PM
    Evening 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.

October 16, 2018
October 17, 2018
  • 8:30 AM
    Registration and Breakfast
  • 9:45 AM
    Opening Comments from the Chair
    Omar Medina
    Client Portfolio Manager, Institutional Group, SEI
  • 10:00 AM
    Panel: In the News – Economic and Political Updates
    Adjust Your Mission, Operations and Investments to Major Policy and Economic Changes
    Jennifer Johnstone
    President & CEO, Central City Foundation
    Vivian Smith
    Executive 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 AM
    Case Study: Community Bonds
    Invest in your Community While Achieving Impact & Steady Returns
    Michelle Baldwin
    Executive 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 AM
    Mid-Morning Networking Break

    Interact with conference speakers and fellow attendees.

  • 12:00 PM
    INDUSTRY EXPERT: CANACCORD
    Investment Fiduciary: Helping Optimize your Impact within the Community
    Ron Lloyd
    Executive Vice President, Waratah Capital Advisors Ltd
    Michael Cassady
    Senior Investment Advisor, Canaccord Genuity Wealth Management
    Erik Benson
    Investment 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 PM
    Case Study: Blended Finance
    Leverage Public-Private Partnerships to Access High Yield Investments while Creating Long-lasting Social Change
    Boris Martin
    CEO, 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 PM
    Networking Lunch
  • 2:15 PM
    Interactive Session: Responsible Investments
    Ensure Your Investments Respect and Reflect Your Core Values
    James Tansey
    Executive 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 PM
    Case Study: Impact Investing & Storytelling
    Better Integrate Your Mission-Related Investments in Your Reports to Bolster Confidence
    William Litchfield
    Chief 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 PM
    Keynote: Chief Economist
    Address Economic Uncertainties to Mitigate Your Risks
    Brett House
    VP & 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 PM
    Conference Adjourns
October 17, 2018

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