Montreal, QC

Tuesday October 25 &
Wednesday October 26 2016

Agenda

October 25, 2016
  • 7:30 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments From the Chair
  • 8:30 AM
    Opening Address
    Readjust Your Investment Strategy to Economic Uncertainties and Ensure You Meet Your Manda
    Gerald Alain P. Chen-Young
    Vice President & Chief Investment Officer, United Negro College Fund

    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:

    • Plan the impact of economic slowdown on your returns
    • Safeguard your long-term investment returns
    • Harness growth in emerging markets

    Achieve your investment goals despite world economic slowdowns.

  • 9:15 AM
    Panel: Manager Selection
    Evaluating Portfolio Managers Who Can Help You Meet Your Mandate?
    Alan Walker
    Executive Director, Ontario Arts Foundation
    Yvan Gauthier
    President & CEO, Greater Montreal Foundation

    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:

    • Identify high-quality managers that match your selection criteria
    • Obtain high quality advice to help you select a fee structure
    • Attain the best balance between your costs and returns

    Achieve your investment’s targets with high quality money managers
    that match your mission.

  • 9:45 AM
    Spotlight
    Outsourcing the CIO Role Is it a Trend, Experiment, or the Future?

    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:

    • What is the threshold that justifies the move?
    • What are the risks and rewards of outsourcing the CIO role?
    • How can you manage the added complexity effectively?

    Gain a more thorough understanding of what outsourcing the CIO role could mean for your organization.

  • 10:00 AM
    Mid-morning Networking Break
  • 10:30 AM
    Risk Management
    Develop a Risk-based Approach to Investment and Protect Your Mission
    Shahid Farooqi
    Director Investment, University of Connecticut

    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

    • Identify the level of risk exposure you are comfortable with
    • Ensure liquidity to meet your foundation’s capital commitments
    • Assess risks from complex investment vehicles
    • Manage risks and achieve superior performance in a volatile market.

  • 11:00 AM
    Industry Expert: Addressing Low Interest Rates
    Achieving your Objectives in a Low Interest Environment

    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:

    • Evaluate pros and cons of various alternatives to long-bond exposure
    • Adopt new ideas that are taking hold at the institutional level
    • Prepare for the next 10 years, now

    Achieve higher yields over the next 20 years.

  • 11:30 AM
    Investment Committee Management
    Create and Develop an Investment Committee for Better Investment Decisions and Enhanced Governance
    Jack Bensimon
    Chair, Endowment Fund, Tehnion Canada – Israel Institute of Technology

    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 recruitment criteria for your committee
    • Ensure that your committee members have complementary skills
    • Manage your committee efficiently
    • Develop your investment committee to unlock better governance and decisions.

  • 12:00 PM
    Networking Luncheon
  • 1:15 PM
    Real Assets
    Exploit Real Estate and Infrastructure to Enhance ROI and Diversification

    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:

    • Investment classes and vehicles – objectives, return expectations, risks, and liquidity
    • Common portfolio allocation targets and implementation strategies
    • Opportunities within global VS domestic/Canadian markets

     
    Complement your portfolio and improve returns with infrastructure and real estate.

  • 1:45 PM
    Donor Relations
    Cultivate Your Donor Relations to Meet Their Expectations
    Jean Pigeon
    Executive Director, Gatineau Health Foundation

    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:

    • Balance your fiduciary duties with financial obligations
    • Improve your organization’s stewardship
    • Prevent donor attrition
    •  
      Ensure your fiduciary duties to mitigate reputational risks.

  • 2:00 PM
    Create a More Qualified Approach to Risk Management to Avoid Losses

    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:

    • The limitations of traditional risk management frameworks>/li>
    • Ways to address risk through volatility capping, an innovative approach to capital preservation
    • The benefits of an enhanced risk modeling framework

     
    Add value to your organization’s portfolio and manage risk effectively.

  • 2:30 PM
    Mid-afternoon Networking Break
  • 3:00 PM
    Case Study: Indiana University
    Strengthen your Fixed Income’s Portfolio to Improve Your Bottom Line
    Alexander Yuchvid
    Director of Investments and Financial Analysis, Indiana University

    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:

    • Assess how lower returns from traditional fixed income affect your bottom line
    • Identify fixed income instruments with higher potential and build your fixed income portfolio
    • Adjust your risk management to the current market

     
    Advance your traditional F&E portfolio strategies to ensure steady returns.

  • 3:30 PM
    Panel: Millennials
    Work With Millenials to Promote Your Young Donor’s Loyalty
    Vincent Cliche
    President & CEO, Jeunes Philanthropes de Québec
    Mélanie Gagnon
    Director Corporate Gift, HEC Montreal
    Nathalie Levesque
    Executive Director, McCord Museum Foundation

    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:

    • Create a group within your organization for young people
    • Bolster your communication to connect with digital natives
    • Develop loyalty among your young donors

    Find more innovative solutions to your fundraising challenges.

  • 4:15 PM
    Direct Impact Investment
    Develop an Impact Investing Strategy Aligned with Your Mission
    Douglas Pawson
    Business Director, Causeway Work Centre Foundation

    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:

    • Align the goals of your impact investments with your mission
    • Measure both social and financial returns on investment
    • Assess your liabilities and accountability as an investor

     
    Prevent common pitfalls to strengthen your impact investment strategy.

  • 4:45 PM
    Conference Adjourns to Day Two
  • 5:00 PM
    Cocktail Reception and Networking

    Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Enjoy hors d’oeuvres and drinks.

October 25, 2016
October 26, 2016
  • 8:15 AM
    Opening Comments From the Chair
  • 8:30 AM
    Keynote: Defining Impact Investing
    Discover New Impact Investing Opportunities to Leverage Your Foundation Assets
    Guy Burry
    Investment Committee Member, York University

    Impact investment encompasses various definitions and opportunities. Explore opportunities to implement impact investment strategies specific to your foundation. Source ideas to:

    • Develop an impact investing framework
    • Explore specific opportunities in the marketplace
    • Improve your indicators to assess social returns

     
    Discover new avenues to support your mission and investment goals.

  • 9:00 AM
    Alternative Assets
    Increase Investment Performance by Tapping into Alternative Assets
    Mario Lavallée
    Finance Professor, University of Sherbrooke

    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:

    • Adapt the success of larger institutional investors to your organization
    • Increase your options with direct and indirect investments
    • Minimize risks from illiquid investments

     
    Maximize your investing options to achieve higher returns on investment.

  • 9:30 AM
    Industry Expert: Active Management
    Leveraging Global Asset Allocation to Improve Liquidity and Preserve Capital

    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:

    • Optimize investment choices in the current economic climate
    • Explore a wide set of asset classes to enhance return and reduce risks
    • Manage global asset allocation efficiently

    Take advantage of diversified income strategies and alternative markets to enhance your ROI.

  • 10:15 AM
    Mid-morning Networking Break
  • 10:45 AM
    Interactive Peer-to-Peer: Governance
    Avoid Bad Decisions and Improve Management in Your Organization
    Daniel Lapointe
    President, Royal Victoria Hospital Foundation

    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:

    • Define clear roles and duties for your Board, CEO and staff
    • Facilitate effective communication between your stakeholders
    • Align your belief statement, investment policy and manager evaluation

     
    Fortify your governance to achieve greater goals.

  • 11:15 AM
    Case Study: Donor Fundraising
    Increase your fundraising with Project-driven Donations
    Claude Pinard
    Executive Director, Mirella et Lino Saputo Foundation

    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:

    • Align your opportunities of partnerships with your mission
    • Propose complimentary expertise to your potential donors
    • Adapt your administration to collegial decision-making

    Meet your donor’s expectations with efficient partnerships.

  • 11:45 AM
    Spotlight: Hedge Funds
    The Changing Face of Hedge Fund Investing

    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:

    • Understand how hedge funds have evolved over the years
    • Discover which options can work best for your organization
    • Analyze how to prudently set up a successful hedge fund program

    Assess the role hedge funds can play in your asset mix.

  • 12:00 PM
    Networking Luncheon
  • 1:15 PM
    Case Study: Concordia University
    Develop Innovative Alternatives to Traditional Investments

    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:

    • Diversify your portfolio
    • Connect your core activities to your investment strategy
    • Readjust your investment strategy to meet new targets

    Develop innovative strategies to diversify your portfolio.

  • 2:00 PM
    Disbursement Management
    Harness Your Investment Portfolio to Your Pay-out Obligations
    Pierre Marc Charron
    Director Finance, HR and Administration, CHU Sainte-Justine Foundation

    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:

    • Align your investment and disbursement to deliver on mission
    • Optimize your short-term investment strategies
    • Achieve illiquid investment strategy while covering your disbursement

     
    Achieve long-term investment plans while meeting your disbursement requirements.

  • 2:30 PM
    Mid-afternoon Networking Break
  • 3:00 PM
    Case Study: Growing Your Endowment
    Develop a Culture of Investment to Ensure Your Organization’s Longevity
    Pierre Bernard
    Executive Director, College Shawinigan Foundation
    Carl Julien
    Executive Director, Maison Michel Sarazin

    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:

    • Advance your financial governance and your investment
    • Improve financial literacy within your organization
    • Reduce discomfort when talking about money with your stakeholders

     
    Secure the long-term financial health of your organization.

  • 3:30 PM
    Case Study: Canadian Cancer Society
    Overcome Organizational Challenges to Fulfill Your Fiduciary Duties and Mission
    Paulanne Jushkevich
    Chief Philanthropy Officer, Canadian Cancer Society

    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:

    • Collaborate effectively with your investment and finance committees
    • Ensure mission-aligned strategies across your organization
    • Explore partnerships and resource pooling to reduce demand

    Adapt your organization to upcoming challenges in a changing landscape.

  • 4:00 PM
    Conference Adjourns
October 26, 2016

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