World economic uncertainties are fueled by Brexit, low commodities prices, economic slowdown in China, and low growth in Europe. Achieve your investment objectives by better understanding the current economic situation. Take away key insights to:
Achieve your investment goals despite world economic slowdowns.
F&Es look for higher absolute returns, but tend to shy away from
higher fees. Identify the right portfolio managers to receive quality
advice and the returns you need. Take away specific solutions to:
Achieve your investment’s targets with high quality money managers
that match your mission.
Some foundations and endowments have moved to outsource the CIO function at their organization, and others are considering it. Delve into the latest developments of CIO outsourcing and decide if it is right for you. Create an action plan to assess:
Gain a more thorough understanding of what outsourcing the CIO role could mean for your organization.
A holistic risk approach to managing your foundation or endowment is critical in volatile economic environments. Achieve stability in your investment revenue and maintain your organization’s mission. Gain practical insights
Manage risks and achieve superior performance in a volatile market.
Foundations and endowments have traditionally relied on fixed income as a low risk vehicle for capital preservation and income generation. Redeploy fixed income assets and benefit from the characteristics of reliable yield and capital protection in your organization. Create a roadmap to:
Achieve higher yields over the next 20 years.
Investment committees are essential to a successful foundation or endowment. Transform approaches to decisions and investments by having the right committee members. Master success factors to:
Develop your investment committee to unlock better governance and decisions.
Despite promise of alpha and income cushioning, most Canadian foundations and endowments are cautious toward alternative assets. Unlock real estate and infrastructure to meet your investment objectives. Gather insights to evaluate:
Complement your portfolio and improve returns with infrastructure and real estate.
In an increasingly competitive world for funding, foundations are going beyond basics to engage donors. Enhance communication and governance to fulfill your fiduciary duties. Discuss best practices to:
Ensure your fiduciary duties to mitigate reputational risks.
Volatility is a reality of the market and its steady rise over time has fundamentally changed the requirements of risk management. Take an innovative and fresh perspective on managing risks to avoid market losses. Take away strategies and explore:
Add value to your organization’s portfolio and manage risk effectively.
Fixed Income is at the core of F&E portfolios. Low interest rates are however, reducing their performance. Fortify your fixed income portfolio to bolster your bottom line. Source intelligence to:
Advance your traditional F&E portfolio strategies to ensure steady returns.
From SRI to online fundraising platforms, millennials are key players in 21st century foundations. Secure the support of young people to drive your fundraising. Take back to your offices strategies to:
Find more innovative solutions to your fundraising challenges.
Direct impact investments require more scrutiny than investments in ESG vehicles. Improve your due diligence to invest in the right assets. Create a roadmap to:
Prevent common pitfalls to strengthen your impact investment strategy.
Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Enjoy hors d’oeuvres and drinks.
Impact investment encompasses various definitions and opportunities. Explore opportunities to implement impact investment strategies specific to your foundation. Source ideas to:
Discover new avenues to support your mission and investment goals.
Alternative assets are expected to increase from $10 trillion in 2015 to $18 trillion in 2020. Find the right strategy for your organization to capitalize on the performance of alternative investments. Master an action plan to:
Maximize your investing options to achieve higher returns on investment.
In an investment environment filled with many uncertainties, endowments may be wondering whether the traditional 60/40 asset mix can achieve their plan’s goals. Target capital preservation and increase ROI in your organization. Take away financial solutions to:
Take advantage of diversified income strategies and alternative markets to enhance your ROI.
As your organization grows, so does the need to improve and expand your governance. Fortify governance through a holistic management framework. Take away specific solutions to:
Fortify your governance to achieve greater goals.
F&E’s partnerships are a growing strategy to attract project-driven donations. Join forces with partners to reach your organization’s social objectives. Gain practical insights to:
Meet your donor’s expectations with efficient partnerships.
The Changing Face of Hedge Fund Investing
Evaluating the pros and cons of hedge funds is key to deciding if it is right for you. With a multitude of options, determine how you can capitalize on the new prospects hedge funds can offer:
Assess the role hedge funds can play in your asset mix.
With low returns on traditional investments, some investors are innovating. Discover how to invest in R&D and improve your returns. Gather important insights to:
Develop innovative strategies to diversify your portfolio.
Long-term strategies can offer higher returns but are often at odds with short-term needs. Balance your returns and cover your disbursements to ensure long-term sustainability. Develop guidance to:
Achieve long-term investment plans while meeting your disbursement requirements.
Quebec’s cultural perception of wealth is a challenge for small foundations that try to grow their capital. Transform your endowment’s culture to achieve long-term financial stability. Develop a blueprint to:
Secure the long-term financial health of your organization.
Growing philanthropic needs combined with persistent economic pressure challenge today’s foundations to achieve more with less. Anticipate new challenges to fulfill your fiduciary duties and deliver on your mission. Amplify your efforts to:
Adapt your organization to upcoming challenges in a changing landscape.