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Old Mill Toronto
Toronto, Ontario

Wednesday, May 3 &
Thursday, May 4, 2023

REGISTER NOW Menu
 * ABOUT
 * Speakers
 * Agenda
 * Sponsorship
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AGENDA


PLEASE NOTE THAT ALL TIMES LISTED ARE EDT (-5:00 UTC)

 * Day 1:
 * Day 2:

Tracks at a glance
TRACK 2



TRACK 1



Download Brochure
There are no agenda items with this track

7:30 am

7:30 am


NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

 * Start your day off right and connect with institutional investment
 * Get to know your industry peers and colleagues over a delicious breakfast.
 * Source practical tips, discuss best practices and prepare for the day ahead.

8:45 am

8:45 am


OPENING COMMENTS FROM HOST

9:00 am

9:00 am

KEYNOTE: ECONOMIC IMPACT


GLOBAL AND NORTH AMERICAN OUTLOOK AND THE IMPLICATIONS FOR INSTITUTIONAL
INVESTORS: A LOOK AHEAD THROUGH 2023

Cheap money is over, consumers are anxious about the cost of living and
businesses are dealing with new supply chain challenges. Make your investment
decisions and manager choices wisely. Take away specific solutions to:

 * Address the looming potential recession and inflationary pressures: the peaks
   and troughs ahead
 * Invest with impact: It’s here to stay; discover regulatory and legislative
   developments
 * Embrace disruption: new technologies, new working styles and changing supply
   chains
 * Recognize the impact on the bond market

Ensure your investment decisions and manager options are sound to bolster your
capital.

Rachel Volynsky

Chief Investment Officer

Mercer Canada

9:30 am

9:30 am

CIO & EXECUTIVE DIRECTOR PANEL SESSION


DEVELOP SUCCESSFUL HEDGING STRATEGIES AGAINST INFLATION

Investment officers are developing policies and objectives ahead of new
inflationary pressures. Better forecast your inflationary cycles to drive
effective investment decisions. Source practical tips to:

 * Engage with stakeholders to discuss your options
 * Effectively manage the returns on your current and future asset classes
 * Diversify our portfolio base including real estate, infrastructure and farms
   for effective inflation hedging returns

Employ new strategies to protect your investments and mitigate risks.

10:00 am

10:00 am


SPEED NETWORKING! MAKE MEANINGFUL CONNECTIONS

Grow your network by meeting like-minded individuals to:

 * Share your latest ideas and projects with.
 * Enjoy a quick icebreaker, exchange LinkedIn information, and build lasting
   business relationships.
 * Achieve your conference networking goals in a fun and agile fashion.
 * Join a community of institutional investment leaders and gain invaluable
   support.

10:30 am

10:30 am

INDUSTRY EXPERT


HOW ENDOWMENTS AND FOUNDATIONS CAN PERSEVERE BETTER IN A VOLATILE ENVIRONMENT

Organizations viewing their long-term investment horizons will be re-evaluating
their investing decisions in today’s hostile market. Improve your financial
performance in the current economic climate with long term decision making.
Create a roadmap to:

 * Navigate these uncertainties, including investment committee meetings
 * Improve awareness through education and training
 * Use inflation hedges to preserve your finances

Improve your strategies to stay ahead of a changing landscape and achieve
enhanced financial performance.

11:00 am

11:00 am


EXHIBITOR LOUNGE: VISIT BOOTHS & SOURCE EXPERTISE

 * Explore the latest investment strategies with our industry leading sponsors.
 * Share your challenges with the largest innovators in the business.
 * Schedule one-to-one private meetings for personalized advice.

11:30 am

11:30 am

TRACK 1

CASE STUDY: LEGAL EXPERT


DISBURSEMENT QUOTA CHANGES AND THEIR IMPACT ON CANADIAN FOUNDATIONS

Changes to the disbursement quota will have significant impacts on some
foundations. You may need to adjust your operations and investments to meet the
increased disbursement quota requirements. There are also new anti-avoidance
provisions and transparency requirements enacted as a result of the 2022 Federal
Budget that will impact some foundations. Adopt best practices to:

 * Assess, and adjust, your current legal documents such as articles and
   objects, gift agreements, gift acceptance policies, restricted gifts, etc.
 * Adjust your investment policy statement
 * Change your grant making budget and enhance your grant making systems and
   capacity
 * Potentially disclose additional information to the CRA

Enhance your disbursement policies to remain compliant and enable long-term
investments.

Mark Blumberg

Partner

Blumbergs Professional Corporation

11:30 am

11:30 am

TRACK 2

CASE STUDY


CHALLENGING EXISTING THINKING FOR INVESTMENT COMMITTEES: NEW APPROACHES TO
MEMBER RECRUITMENT

Among their multiple challenges, investment committees will be reviewing their
membership composition for effective decision making. Improve your governance
and policy objectives with new approaches to committee recruitment. Develop a
blueprint to:

 * Establish a balanced committee
 * Rotate membership to introduce new strategies
 * Choose and recruit new members for effective decision-making

Transform your member recruitment approaches for successful investment
decisions.

Sarah Charters

Foundation President

United Church of Canada Foundation

12:00 pm

12:00 pm

TRACK 1

INDUSTRY EXPERT


HOW ENDOWMENTS AND FOUNDATIONS CAN PERSEVERE BETTER IN A VOLATILE ENVIRONMENT

Organizations viewing their long-term investment horizons will be re-evaluating
their investing decisions in today’s hostile market. Improve your financial
performance in the current economic climate with long-term decision making.
Create a roadmap to:

 * Navigate these uncertainties, including investment committee meetings
 * Improve awareness through education and training
 * Use inflation hedges to preserve your finances

Improve your strategies to stay ahead of a changing landscape and achieve
enhanced financial performance.

 



12:00 pm

12:00 pm

TRACK 2

INDUSTRY EXPERT


INNOVATIVE INVESTMENT STRUCTURES: CONSIDERING TRADITIONAL AND NEW MODELS WHEN
INTRODUCING INVESTMENT COMMITTEES

The new post-Covid world is driving new market behaviour. Organizations are
moving away from the traditional thinking of 60/40 split in asset allocation.
New asset classes bring new decision-making for your investment committee.
Achieve a step-by-step action plan to:

 * Introduce your investment committee to new asset classes
 * Re-evaluate and review the traditional portfolio
 * Drive new performance by successfully adding real estate, private debt and
   private equity.

Reinvigorate your investment structures to achieve better returns.

 



 

Sean Duff

Managing Director & Partner of Monroe Capital

Ninepoint Partners

12:30 pm

12:30 pm


NETWORKING LUNCH: DELVE INTO INDUSTRY CONVERSATIONS

 * Meet interesting speakers and receive advice on the latest industry issues
   and trends.
 * Expand your network and make connections that last beyond the conference.
 * Enjoy great food and service while engaging with your investment and finance
   colleagues.

1:30 pm

1:30 pm


EXHIBITOR LOUNGE: VISIT BOOTHS & WIN PRIZES

 * Meet investment industry experts and identify investment strategies.
 * Enter your name for a chance to win exciting prizes.
 * Take advantage of event-specific offers and special content.

1:45 pm

1:45 pm

TRACK 1

PANEL


CAPITAL PRESERVATION INVESTMENT STRATEGIES TO MEET THE CHALLENGES OF NEW
DISBURSEMENT QUOTAS

Each charity and portfolio are challenged with unique needs and characteristics.
Create a customized framework to evaluate strategic asset allocation
optimization for your charity’s specific needs. Master the success factors to:

 * Establish the impact of the new disbursement quotas
 * Prepare in advance of changes
 * Position your portfolio to meet the new requirements

Build innovative, tailored strategies to conquer new legislative challenges and
enhance your governance.

1:45 pm

1:45 pm

TRACK 2

PANEL


MEASURE SUCCESS WHEN TRANSITIONING TO NEW SUSTAINABILITY INVESTMENT PORTFOLIOS.

Impact investing is moving up the agenda. Your organization will want to
establish ground rules when measuring financial performance and new investments.
How do you measure success before embarking on this new financial journey?
Source practical tips to:

 * Prepare for your new journey: impact investing, why now?
 * Adopt metrics which best measure financial success
 * Convert metrics into successful investment decisions

Improve how you measure your financial performance to increase impact
investments and achieve your mission.

Lori Nikkel

Chief Executive Officer

Second Harvest

2:15 pm

2:15 pm

TRACK 1

INDUSTRY EXPERT


REINVIGORATE YOUR FIXED INCOME PORTFOLIO TO STABILIZE YOUR RETURNS

The prospect of negative bond returns led certain investors to invest in less
liquid asset classes; however, more options exist. Protect your investments in
an environment with increasing interest rates through alternative approaches to
fixed income. Take back to your office strategies to:

 * Assess the impact of a rising interest rate environment on your portfolio
 * Revisit your long-only strategy
 * Determine if long-short funds are the right fit for your organization

Adapt to increasing interest rates to achieve steady fixed income returns.

2:15 pm

2:15 pm

TRACK 2

INDUSTRY EXPERT


AGRICULTURE LANDS: AN UNTAPPED OPPORTUNITY

Investing in farmland as the alternative asset has a sustainable upside. With
both real estate and food prices climbing relentlessly, investors may find
growth opportunities in actual growth by investing in farms and agribusiness.
Develop a blueprint to:

 * Consider agriculture to diversify your portfolio
 * Add agriculture into your portfolio as an alternative investment
 * Invest in agriculture to make a positive environmental impact

Appraise new financial opportunities to tap into your alternative assets.

2:45 pm

2:45 pm

TRACK 1

CASE STUDY


MOVING TOWARDS NET ZERO PORTFOLIOS: HOW DO YOU DEVELOP A CREDIBLE PLAN AND WHAT
DOES IT MEAN TO IMPLEMENT IT?

Foundations and endowments are adjusting to the principles of responsible
investment, which are here to stay. Many groups have made net zero commitments
but are still looking for how to best implement a credible plan for action. Stay
ahead of social and consumer pressure for ESG investments with solutions for
your portfolio and strategies, including how to tackle combining E & S in net
zero plans, positive impact investments, energy investment questions, and how to
revise investment mandates and procedures. Walk away with an action plan to:
 * Leverage global best practices to implement your net zero commitment
 * Align your portfolio with the best available science
 * Benefit from change management and thought leadership as part of the ESG
   journey

Future proof your sustainability investment strategies to improve your
organization’s triple bottom line.

Julie Segal

Senior Program Manager, Climate Finance

Environmental Defence

2:45 pm

2:45 pm

TRACK 2

CASE STUDY


100% IMPACT PORTFOLIO: HOW TO INVEST IN LINE WITH YOUR VALUES AND MAKE AN IMPACT

With impact investing moving to the top of the agenda, foundations and
endowments are adopting new tools and an array of products. Investing with
impact is changing decision making, spanning public and private markets, backed
by multi-asset strategies. Take away specifics on:
 
 * Obtaining an internal mandate for impact investing
 * Establishing financial and impact requirements for your endowment
 * Integrating impact investing at board and staff level to deliver your
   strategy

Jory Cohen

Director of Finance and Impact Investment

Inspirit Foundation

3:15 pm

3:15 pm


EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

 * Meet with investment managers and consultants.
 * Arrange one on one meetings with leading solution providers to discuss
   organizational hurdles.
 * Brainstorm solutions and gain new perspectives and ideas.

3:45 pm

3:45 pm

TRACK 1

INDUSTRY EXPERT


DIVERSIFYING INTO GLOBAL COMMODITIES IN TODAY’S UNCERTAIN WORLD

With the world facing inflation numbers that seem to increase daily, and a war
in Ukraine that threatens the output of two of the world’s biggest commodity
producers, investing in commodities is drawing newfound investor interest. Build
your global commodities portfolio to improve your risk management. Source
practical tips to:

 * Adopt broad, global commodities investments, not just gold and oil
 * Build your long-term return potential through active management
 * Exploit the opportunities of futures and derivative trading
 * Integrate commodities as a means of reducing overall portfolio volatility

Harness the power of global commodities to diversify your long-term investment
portfolio.

3:45 pm

3:45 pm

TRACK 2

INDUSTRY EXPERT


PRIVATE EQUITY: A GROWING OPPORTUNITY SET

Although accessing private markets remains difficult for many investors, the
asset class is becoming increasingly hard to ignore as it represents a growing
share of the opportunity set for investors. Build expertise in private equity
opportunities to mitigate your risk. Take back to your office strategies to:

 * Evaluate why endowments& foundations should consider investing in private
   markets now
 * Assess endowment & foundation allocation to private markets
 * Turn to private markets to boost expectations for future overall portfolio
   returns

Demystify the private equity market to leverage new opportunities and new
returns.

4:15 pm

4:15 pm

CASE STUDY


ADOPTING AN ENTERPRISE APPROACH TO ENDOWMENT MANAGEMENT

Managing and overseeing an endowment is a complex task. Endowments are managed
solely with the objective of maximizing long-term real return with the focus
wholly on asset allocation, manager selection, and spending policy.
Transitioning your endowment management to an enterprise approach can drive
financial sustainability and help your institution achieve their long-term
goals. Adopt best practices to:

 * Review your institution’s revenue and endowment profile
 * Help ensure the sustainability of your institution
 * Assess the impact of short-term or long-term decrease in endowment income on
   your institution’s ability to adequately fund ongoing operations

Advance your organization’s enterprise approach to reinforce your endowments.

4:45 pm

4:45 pm

CLOSING KEYNOTE


IN A CHANGING LANDSCAPE – AN ACTION PLAN FOR AN AFFECTIVE ESG FOR NIMBLE TEAMS

ESG has potential to enhance investment performance and alignment with values.
But with emerging standards and new priorities impacting all aspects of
governance and decision-making, it can seem overwhelming, especially for
organizations that are just getting started or have limited resources. This
session explores your responsible investment action plan for:

 * Developing a realistic ESG strategy to develop agile decision making
 * Smart ESG implementation approaches
 * Making ESG digestible for trustees and investment committees

Michelle de Cordova

Principal

ESG Global Advisors

5:15 pm

5:15 pm


CLOSING COMMENTS FROM YOUR HOST

Review the key solutions and takeaways from today’s sessions. Source a summary
of action points to implement in your work. Discuss tomorrow’s highlights!

5:20 pm

5:20 pm


EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING

 * Relax and unwind with tasty cocktails after a long day of learning.
 * Don’t miss your chance to win fun prizes at our Reception Gift Giveaway.
 * Make dinner plans with your new connections and explore the best of what
   Toronto nightlife has to offer. Just be sure to set your alarm for Day 2!


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Wednesday, May 3 &
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