Venue
The Intercontinental Downtown Toronto
The Intercontinental Downtown Toronto, 225 Front St W, Toronto, ON M5V 2X3, Canada

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Event Date Wed Jan 22 AST - Thu Jan 23 AST (almost 5 years ago)
In your timezone (EST): Tue Jan 21 11:00pm - Thu Jan 23 10:00pm
Location The Intercontinental Downtown Toronto
225 Front St W, Toronto, ON M5V 2X3, Canada
Region Americas
Details

Thrive in Uncertainty, Maximize your Investment Returns to Meet your Mandate!

Geopolitical turmoil is wreaking havoc on investment returns. Take the lead and adapt your asset allocation strategy to increase yields and guide your organization toward success.

Establish an effective investment strategy to mitigate risks, achieve better portfolio performance and meet your mandate.

This long-running, exclusive event is your chance to protect your investments. It is specifically created for Foundations, Endowments and Not-for-Profits, to help you gain practical advice to:

• Maximize returns
• Diversify your asset allocation
• Explore new investment vehicles
• Exploit alternatives
• Improve your risk management
• Optimize your impact investing

Develop a step-by-step approach to help your Foundation, Endowment or Not-for-Profit continue to achieve its mandate and benefit generations to come!

Speakers

2020 Speakers

Avery Shenfeld
Managing Director and Chief Economist, Cibc World Markets Inc.

Alex Yuchvid
Director of Investments and Financial Analysis, Indiana University

Jason Krueger
President & Ceo, Cbwc Foundation

Peter Muldowney
Senior Vice-president, Connor, Clark & Lunn Financial Group

Brian Dowling
Sr. Vice President, Finance and Information Technology, Vancouver General Hospital Foundation

Michel Charron
Investment Consultant, Pbi Actuarial Consultants Ltd

Helen Kearns
President & Ceo, Bell Kearns & Associates Ltd.

Catherine Jackman
Senior Institutional Manager & Director, Portfolio Manager, Cidel Asset Management Inc.

Vijay Venkatesan
Vice President Finance and Administration, London Community Foundation

Darren Spencer
Director, Client Portfolio Manager, Alternative Investments, Russell Investments Canada Limited

Adam Jagelewski
Executive Lead, Mars Centre for Impact Investing, Mars Discovery District

Ming Lam
Co-founder, Silver Heights Capital

Joan Benson
Director, Nfp Industry Marketing, Sage Intacct Corporation

Mark Blumberg
Partner, Blumberg Segal Llp

Doug Roth
Chief Finance and Administration Officer and Head of Social Enterprise, Heart and Stroke Foundation

Christy Decosimo
Cfa – Senior Wealth Consultant, Investment Counsellor, Investment Counsellor

Nalini Feuilloley
Senior Product Specialist on, Responsible Investment Team, Bmo

Andrew Kitchen
Managing Director, Canada Institutional, Russell Investments Canada Limited

Robert P. Morgan
Managing Director, 50 South Capital

Jennifer Johnstone
President & Ceo, Central City Foundation

Mj Sinha
Director of Finance, Catherine Donnelly Foundation

Ramesh Kashyap
Managing Director, Ninepoint

Mark Braun
Portfolio Manager, Canfirst

Andrew Bolton
Vp, Hexavest

Trish Nixon
Director of Capital and Investments, Vancity Community Investment Bank and Copower Inc.

Sponsors & Partners

2020 Sponsors

GOLD SPONSORS:
• Hexavest
• Ninepoint Partners
• SEI
• Connor, Clark & Lunn Financial Group
• Russell Investments
• Northern Trust
• BMO Global Asset Management

SILVER SPONSORS:
• CanFirst Capital Management
• CoPower
• North49 Business Solutions
• PBI Actuaries & Consultants

BRONZE SPONSORS:
• Triasima

WIFI SPONSOR:
• Silver Heights Capital Management

SPONSORED SUMMIT CHAIR:
• Cidel Asset Management