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Canadian Foundations & Endowments Forum East

Keeping sight of long term goals and investment mandates is a challenge that even the most patient investors face in a global economy that continues to pour new predicaments on the embers of a long overdue sustainable recovery.  With tumbling commodity prices, a depreciating Canadian dollar and the spillovers from the global economic crisis, all institutional investors including executive teams from Foundations and Endowments have to consistently review their strategies in order to manage their funding, spending and investment mandates.

The 5th Edition of the Canadian Foundations and Endowments Forum will once again bring together the senior leadership teams from Foundations, Endowments and Not-for-Profit Organizations to share best practices to successfully navigate the complex maze of investments, philanthropic initiatives, and governance structures that are part of the roadmap to providing the adequate support for the organization’s purpose and mission.

This year’s forum provides a unparalleled opportunity to gain practical insights from North American industry leaders, leverage meaningful peer-to-peer networking to share ideas and benchmark strategies, examine cutting edge solutions to emerging challenges and evaluate new ways of thinking to meet organizational objectives.

Who Should Attend:

Endowments, Foundations, Non-Profits, Charities and Family Foundations:

  • CEOs, CIOs & CFOs
  • Treasurers
  • Directors/Mangers of Investments
  • Portfolio Managers
  • Board of Directors
  • Investment Committee Members
  • Trustees

Experts and Consultants:

  • Investment Managers
  • Investment Advisors
  • Fund Managers

Past Participants Include:

  • B.C. Cancer Foundation
  • Belmont House Foundation
  • Children’s Health Foundation
  • Community Foundations of Canada
  • Concordia University Foundation
  • Hamilton Health Sciences Foundation
  • Montreal Children’s Hospital Foundation
  • Morneau Shepell
  • Mount Sinai Hospital Foundation
  • Ontario Arts Foundation
  • Ottawa Hospital Foundation
  • Princess Margaret Cancer Foundation
  • Russell Investments
  • SickKids Foundation
  • Standard Life Investments Inc.
  • St. Michael Hospital’s Foundation
  • The Nature Conservancy of Canada
  • United Jewish Federation of Greater Toronto
  • United Way Toronto
  • University of Toronto
  • Walrus Foundation
  • Westcourt Capital Corporation

Confirmed Speakers

Rahul K. Bhardwaj
President & CEO
Toronto Foundation

Anne L. Brayley
Vice-President, Philanthropic Services
Toronto Foundation

Bruce Lourie
President & CEO
Ivey Foundation

Douglas Porter
Chief Economist

Susan McIsaac
President & CEO
United Way of Toronto

Erica Barbosa Vargas
Director, Social Finance
The J.W. McConnell Family Foundation


(Includes meals, documentation and inCONFERENCE, fully searchable online access to this conference’s papers*)

Description Price
Senior Executives from Foundations and Endowments
Regular Conference price
Email to Qualify
$495.00 + taxes
$1,695.00 + taxes
Solution Providers and Vendors $2,495.00 + taxes

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* Please allow 2 weeks after conference for activation of login and password.

Cancellation and Refund Policy

A refund (less an administration fee of $500 plus taxes) will be made if notice of cancellation is received in writing six weeks before the event. We regret that no refund will be given after this period. A substitute delegate is welcome at any time.

Special offer: send 4 people for the price of 3!

Register 3 delegates for the main conference at regular price at the same time and you’re entitled to register a fourth person from your organization at no charge. For other group discounts, please call 1-888-777-1707. All discounts must be redeemed when booking, discounts will not be valid or applied after this time.

Privacy policy:

By registering for this conference, Insight Information will send you further information relating to this event. In addition, you may receive by mail, telephone, facsimile or e-mail information regarding other relevant products and services from either Insight Information OR third parties with whom we partner. If you do not wish to receive such information from either Insight or third parties, please inform us by email at or by telephone at 1 888 777-1707.

Please note: Full payment is required in advance of conference dates. Please make all cheques payable to Insight Information.

Venue and Hotel Reservations




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2014 Marketing and Media Partners

For speaking and sponsorship opportunities, please contact John He at 416.642.6133 or

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2015 Conference Agenda Coming Soon! Click here to be notified!

Interested in speaking, sponsoring, or exhibiting opportunities. Contact Daniel Menard

“Made good connections and heard some terrific ideas. Very impactful discussions including alternative use of capital.”

“Great dialogue and content. Opportunity to interact with advisors and investors. A thought provoking, insightful, practical experience.”

2014 Sponsors