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Canadian Foundations & Endowments Forum East

Martin S. Sims
President and CEO
BULLWEALTH
Marty has over 20 years of experience in the financial services industry in North America. He has held a variety of senior executive roles with bank owned, independent and global wealth management firms in both Canada and the US. Marty has a track record of successfully growing businesses driven by a relentless focus on client service. Most notably he helped grow HSBC Securities Canada Inc. from $5B to $14.5B in assets under management as Executive Vice President and National Director. Marty started his career as a financial advisor and as a result is someone who understands the business from the ground up. He has served on numerous regulatory committees and has long been a strong advocate for investor rights and industry fair play. Marty graduated from Dartmouth College in Hanover, New Hampshire with a BA in Economics where he played 4 years of NCAA Division 1 hockey. He currently serves on the board of directors of PetSmart Charities Canada Inc.
Elissa Beckett
Vice President, Development and Strategic Initiatives
Tides Canada
Elissa Beckett, MBA, CFRE, has spent over 20 years in the not-for-profit and social enterprise sectors, including key roles at the Canadian Foundation for AIDS Research and WWF Canada. Following the completion of her Executive MBA at the Richard Ivey School of Business, she co-founded Better The World, Canada’s first B-corp, and home to FlipGive. In July 2014, Elissa joined Tides Canada as the VP, Innovation and Development. In this role, she applies her entrepreneurial approach to fundraising, impact investing and new models for social change. She works with Ryerson University and the University of Toronto on not-for-profit leadership and entrepreneurial fundraising courses. Elissa is mom to 4-year-old Gillian, and enjoys travelling, reffing basketball, and playing lacrosse.
Andrew Bedeau
Investment Committee Member
Laidlaw Foundation
Andrew Bedeau sits on the Board of the Laidlaw foundation as well as the current chair of the Finance and Audit Committee, and past chair of both the Investment and Socially Responsible Investment Committees. In that capacity he Andrew has been advocating for more congruency between the foundation’s granting objectives and the investment portfolio, along with a risk-based approach to board stewardship.  In his other life, Andrew has held positions as Manager of Treasury and Investments for CAA South Central Ontario, whereby he introduced new risk monitoring techniques to their investment management and insurance regulatory reporting processes. And prior to that, Andrew has held positions in Treasury and Risk Management at RESP firms, and the Ontario Teachers Pension Plan Board.  Andrew is a Certified Treasury Professional from the Association of Financial Professionals and the Financial Risk Manager designation from the Global Association of Risk Professionals.
Rahul K. Bhardwaj
President & CEO
Toronto Foundation
In his role as the President & CEO of the Toronto Foundation, Rahul has been working to engage philanthropy to improve the quality of life in Toronto. Formerly a corporate lawyer with a leading Canadian law firm, he was also Vice President of the Toronto 2008 Olympic Bid. More recently, Rahul was Chair of the 2012 Ontario Summer Games, the first multi-sport games to be held in Toronto. He is the immediate past Chair of Community Foundations of Canada and is a current member of the Board of the Rideau Hall Foundation as well as Metrolinx. He is also Co-Chair of TO2015 IGNITE, a program of the Toronto 2015 Pan Am/Parapan Am Games. He has served as a Director on many cultural and civic boards in Toronto and beyond. He was awarded the Queen Elizabeth II Diamond Jubilee Medal, Toronto Life recognized him as one of “The 50 Most Influential” people in Toronto and he was recently named to The Ultimate List of Social CEOs on Twitter.
Mark Blumberg
Blumberg Segal LLP
Mark Blumberg is a partner at the law firm Blumberg Segal LLP (Blumbergs) in Toronto and works almost exclusively with Canadian non-profits and registered charities on compliance issues.  Blumbergs has 9 lawyers, of which 5 lawyers focus on non-profit and charity law issues. Mark is the editor of www.CanadianCharityLaw.ca  and www.globalphilanthropy.ca ™ – two blogs dealing with Canadian charities and compliance issues.  Mark is quoted extensively in the media relating to charities and non-profit governance and regulation.
Anne Brayley
Vice-President, Philanthropic Services
Toronto Foundation
Anne Brayley is Vice President Philanthropic Services at the Toronto Foundation. She has been actively involved with the Foundation for many years, including service as a Board member and committee volunteer. She joined the staff team in 2008. In her role, Anne leads the team responsible for new donor development, donor stewardship, and marketing/communications for the Foundation. Included in the portfolio is an emphasis on building relationships within the advisory community of lawyers, accountants and wealth management professionals who are working with clients to develop plans for creating lasting philanthropic legacies. Anne brings more than 25 years of corporate and professional services experience to the Foundation. Her background includes roles in the publishing and advertising fields, as well as the executive search industry. She was also the founder of Brayley & Associates, her own successful professional services firm. Anne is a member of the Association of Fundraising Professionals and the Canadian Association of Gift Planners. She has been a featured writer in Your Guide to Charitable Giving & Estate Planning© and Advisor’s Edge Report, as well as a presenter to many legal, accounting, insurance and wealth management professionals.Established in 1981, the Toronto Foundation is one of 191 Community Foundations in Canada. Our individual and family Fundholders support causes they care about in Toronto and across Canada, through grants to any registered Canadian charity. We currently have more than 500 active Funds, including endowments and assets under administration of more than $400 million.
Terry Caputo
Chief Financial Officer
Mount Sinai Hospital Foundation of Toronto
Terry is the Chief Financial Officer of Mount Sinai Hospital Foundation of Toronto and is the executive staff support for the Investment Committee. He brings both breadth and depth of experience as a leader in board governance. He holds a Chartered Professional Accountant designation and has over 15 years of experience as a senior financial leader. Terry currently serves as a Director of several not-for-profit organizations and public companies.
Sherri Freedman
Chief Development Officer
The Princess Margaret Cancer Foundation
Sherri Freedman is the Chief Development Officer at The Princess Margaret Cancer Foundation.  Sherri launched her career at the United Way of Greater Toronto, spending 14 years in various fundraising and management roles, before joining The Mount Sinai Hospital Foundation in 2001 and transitioning into the world of healthcare philanthropy.  In 2005, Sherri joined The Princess Margaret Cancer Foundation where she is a member of the senior management team, overseeing Major and Estate Giving.  Sherri played a lead role in the development and implementation of The Princess Margaret’s Billion Dollar Challenge (launched in 2012).  Sherri has an Honors BA from the University of Toronto, a Masters degree in English Literature from the University of British Columbia and is a Registered Yoga Teacher.
Carl Gomez
Senior Vice President & Chief Economist
Investment Management
Bentall Kennedy
Carl Gomez is Senior Vice President & Chief Economist at Bentall Kennedy. With over fifteen years of business and academic experience, Carl provides management and clients with strategic insight into the impact of emerging macroeconomic and capital market forces on real estate investment markets in North America. He is also responsible for leading Bentall Kennedy’s Canadian research initiatives including portfolio and asset management strategy.  Carl was promoted to his current position in September 2011 and joined Bentall Kennedy in 2006 as Vice President of Research. Prior to Bentall Kennedy, Carl worked on Bay Street as a Senior Economist, first with RBC Financial Group and then with TD Bank Financial Group. In both of these capacities, he specialized in macroeconomic forecasting and Canadian real estate market analysis and was a nationally recognized media commentator on financial issues and real estate related developments. Carl began his career as an economist in Vancouver where he held the position of B.C. Regional Economist with the Canada Mortgage and Housing Corporation (CMHC) and he occasionally lectured on demographic based forecasting methods at Simon Fraser University. Carl holds an M.A. in Economics from the University of Victoria and an Honours B.A. (Economics) from the University of Western Ontario. Carl is currently on the board of directors for the Toronto Association of Business Economists.
Julia Gorman
Chief Development Officer
United Way Toronto & York Region
Julia Gorman assumed the role of United Way’s Senior Vice President, Strategic Philanthropy in July 2015. In this role, Julia is responsible for Major Individual Giving, Targeted Giving and leadership on long-term fundraising strategies, including management of the Strategic Resource Development Committee of the Board of Trustees. Julia joined United Way in 1994, and since then has held a number of increasingly senior roles within the organization’s Resource Development and Marketing Departments.
Julia comes to her most recent role as a seasoned fundraising professional with experience in all areas of fund development and donor engagement. As a member of United Way Toronto & York Region’s Senior Executive Team, Julia participates in the development and implementation of the strategic and operational direction for North America’s largest United Way. She has a particular interest in donor relationship management, and has provided guidance to a number of United Ways across Canada on major individual giving, planned giving and new fundraising strategies to engage loyal donors with United Way’s mission.
Julia is a current member of the Board of Directors of the Association of Fundraising Professionals, Toronto Chapter, responsible for the Membership Committee. She has participated on several United Way Worldwide councils, including the Women’s Leadership Council and the Major Giving Leadership Team. She has also contributed to the work of the Institute of Corporate Director’s Non-Profit Task Force.
Stephen Huddart
President & CEO
The J.W. McConnell Family Foundation
Stephen Huddart is President and CEO of The J.W. McConnell Family Foundation, a national private foundation whose head office is in Montreal. The Foundation has played a leading role in developing and supporting social innovation and impact investing in Canada as a founding partner of Social Innovation Generation (SiG). McConnell’s newest initiatives include Innoweave, The McConnell Reconciliation Initiative, Cities for People, and RECODE.
Stephen’s career spans several fields and includes leadership positions in the private, public and non-profit sectors. He subsequently held several executive positions with the BC SPCA, where he introduced innovations in humane food labelling, animal-assisted therapy, and humane education. He has also been a documentary filmmaker, a geophysical observer, museum curator and natural food store manager.
Stephen’s community service commitments include advisory roles with Philanthropic Foundations Canada, and Evergreen CityWorks. He has a Masters of Management degree from McGill University.
Adam Jagalewski
Director
MaRs Centre for Impact Investing
Adam leads the Capital Advisory practice as well as the day-to-day operations of the MaRS Centre for Impact Investing.  Adam has spent most of his career in the social impact field in Canada.  Since 2009, Adam has been contributing to national and international market development initiatives in the field of impact investment. Adam was behind the scenes of the Canadian Task Force on Social Finance in 2010, helped create the Centre for Impact Investment at MaRS in 2011, and has supported several non-profit organizations with non-traditional financing arrangements throughout his current tenure at MaRS.
Peter Klein
Managing Partner and Chief Investment Officer
BULLWEALTH
Dr. Klein is a professor of finance at Simon Fraser University and was most recently a Principal of KCS Fund Strategies Inc. He was a Vice-President with CIBC/Wood Gundy Inc. where he participated in a wide range of capital market activities in their Toronto and Tokyo offices, and was Chief Trader of the bank’s European derivatives portfolio while based in their London, UK office. He has developed a number of trading models for use on trading desks, and has personally priced, traded and hedged billions of dollars of derivative securities.  Dr. Klein has been published in leading academic journals and has garnered awards such as the Barclays Global Investors Canada Research Award, the Chicago Board of Trade Award for Best Paper in Futures and Options and the Alternative Investment Management Association (Canada) Research Award for his research on hedge fund returns, derivative security and asset pricing models.  Dr. Klein holds a Ph.D. in financial economics from the University of Toronto, an MBA, LL.B. and B.Sc from the University of Western Ontario, and is a CFA (Chartered Financial Analyst), CBV (Chartered Business Valuator) and CGA (Certified General Accountant). Dr. Klein was formerly the Director for Continuing Education for CFA Vancouver. He is currently a member of the research committee of the Canadian Institute of Chartered Business Valuators and is Chair of the Simon Fraser University Academic Pension Plan.
Bruce Lourie
President & CEO
Ivey Foundation
Bruce is president of the Ivey Foundation, a private charitable foundation in Canada and a Director of the Independent Electricity System Operator, Philanthropic Foundations Canada, Canadians for Clean Prosperity and the San Francisco-based Consultative Group on Biological Diversity. He sits on the Advisory Board of Canada’s Ecofiscal Commission. Bruce is the co-author of two best-selling books (including the internationally acclaimed Slow Death by Rubber Duck), a Fellow of the Royal Geographical Society of Canada and an honorary director of the Canadian Association of Physicians for the Environment. In 2014 Bruce received Earth Day Canada’s Outstanding Commitment to the Environment Award and was named to Canada’s “Clean 50” group. Bruce is a founder of a number of for profit and non-profit organizations including Summerhill Group. Bruce holds a B.Sc. in Geology and a Master’s Degree in Environmental Studies.
Brad Offman
Founder and Principal
Spire Philanthropy
Brad Offman is Founder and Principal of Spire Philanthropy, a management consultancy specializing in corporate-charitable partnerships.  He is the former Senior Vice President, Strategic Philanthropy at Mackenzie Investments.  Brad is also former President of the Mackenzie Investments Charitable Foundation and Managing Director of the Mackenzie Charitable Giving Fund.  Prior to joining Mackenzie, Brad served as Vice President, Development at the Toronto Community Foundation.  Brad is currently on the Board of the V-42 Foundation, the Association of Fundraising Professionals (AFP) Toronto and Benefaction Foundation.  He is a member of the National Advisory Council for Imagine Canada.  Brad is past Chair of the Leave A Legacy Program for the Greater Toronto Area and former member of the Board of Directors for Philanthropic Foundations Canada.    He is a past Faculty Member for the CAGP Original Gift Planning Course and is currnently on the organization’s Government Relations Committees.  He is also on the Editorial Advisory Board for Gift Planning in Canada.  Brad holds a Master’s Degree in Business Administration and a Master of Arts Degree from the University of Toronto and a First Class Honours Bachelor of Arts Degree from McGill University in Montreal.
Susan Mullin, CFRE
Senior Vice-President, Philanthropy
Centre for Addiction and Mental Health Foundation
Susan Mullin is Senior Vice President, Philanthropy of the Centre for Addiction and Mental Health (CAMH) Foundation, leading campaign strategy and a major gift team. Working with influential volunteers in setting and attaining new benchmarks for mental health fundraising, Susan has helped CAMH Foundation reach $148 million in commitments toward a $200 million Breakthrough Campaign goal. Susan has nearly 30 years of fundraising experience in various sectors and with development offices ranging in size from two to 45 staff.  Susan received the Association of Fundraising Professionals (AFP) Greater Toronto Chapter’s Outstanding Fundraising Professional Award in 2010. She is active as a volunteer including with AFP having served as president of the Toronto Chapter and as chair of the Canadian Government Relations Committee.
Michelle M.B. Osborne
Executive Director, Gift Planning
University of Toronto
Michelle joined the University of Toronto in August 2007, where she is responsible for the overall U of T gift planning program. Having worked for the Royal Ontario Museum Governors and SickKids Foundation, her focus has always been in the area of strategic philanthropy. A U of T alumna, Michelle is a Certified Fund Raising Executive and a long-standing member of the Canadian Association of Gift Planners (CAGP), where she is a faculty member of CAGP’s Original Gift Planning course. In 2015, Michelle received the Friend of CAGP Award.
Douglas Porter
Chief Economist
BMO
Douglas Porter has over 25 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that won the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy, and was named by Bloomberg as top Canadian forecaster. As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television. Before joining BMO, Mr. Porter held the positions of Economist and Country Risk Analyst with other Canadian financial institutions, and also worked at the Bank of Canada. Mr. Porter has been a member of C.D. Howe’s Monetary Policy Council since 2008 and also serves on the Investment Management Committees of the Bank of Montreal’s Pension Fund Society and Western’s Endowment Fund. Mr. Porter has been a Chartered Financial Analyst since 1995 and earned a Masters degree in Economics from the University of Western Ontario.
Frank Pyka
Executive Director, Donor Funds Management
Western University
Frank provides strategic, policy and process leadership on endowment and other donor funds. His team supports development professionals in achieving Western’s “Be Extraordinary” campaign goals and Western faculties on use of 2,000 named endowments valued at close to $600 million.  He brings over 15 years Foundation and endowment experience to role.   Frank serves as a Board member of Reforest London and is Co-Chair of London’s Million Tree Challenge.
Susan McIsaac
President & CEO
United Way Toronto & York Region
Susan McIsaac became President and CEO of United Way in 2010. She is a widely recognized leader with more than 20 years experience in the non-profit sector.
A senior executive with United Way since 1998, Susan is a key architect of the organization’s transformation from trusted fundraiser to community mobilizer and catalyst for impact. In her previous role as the organization’s Chief Development Officer, United Way’s annual fundraising campaign was reshaped to focus on engaging donors and volunteers in strategies to change social conditions in our city. Campaign revenue grew from $58-million in 1998 to $117.6 million in 2014.
Susan has spent a lifetime in service to the community and was awarded a Queen Elizabeth II Diamond Jubilee medal in 2012 in recognition of her efforts. She currently serves on Greater Toronto CivicAction Alliance’s Board of Directors, mentors the next generation of non-profit leaders through United Way’s CITY Leaders program, and is a steering committee member of the Governor General’s Initiative on Volunteerism and Philanthropy. In 2014 she was selected by the Women’s Executive Network (WXN) as one of Canada’s Top 100 Most Powerful Women in the Sun Life Financial Trailblazers & Trendsetters Category.
Susan has held senior roles with KCI Ketchum Canada, a leader in organizational health and philanthropic counsel and also led Loyalist College’s first capital campaign.
Susan McGeachie
Market Leader
Climate Change and Sustainability Services
Ernst & Young LLP
Susan is the Central Market Leader for EY’s Climate Change and Sustainability Services (CCaSS) practice with 15 years of experience helping clients identify and develop economic solutions for environmental and social challenges. Susan’s work in financial services, Government and the not-for-profit sector includes environmental, social and governance (ESG)-focused program reviews and evaluations, stakeholder consultations, materiality assessments, risk assessments and management, and sustainability disclosure guidance. Prior to joining EY, Susan worked for a boutique investment research firm to identify and assess the impact ESG issues and risks could have on the future financial performance of large cap stocks listed on the MSCI world index. In 2014, Susan was named to the Clean 50 and Clean 16 list of professionals, which recognizes individuals who have demonstrated outstanding contributions to clean capitalism. Susan holds an MBA from the Schulich School of Business with a specialization in Finance and Sustainability and serves on the Centre of Excellence in Responsible Business advisory council. She is an adjunct professor with the University of Toronto, where she teaches a graduate course in environmental finance and sustainable investing and is a member of the Environmental Finance Advisory Committee. Past affiliations include serving as a Board Member of the Responsible Investment Association and as an Associate Fellow with the Toronto-based Institute for Research and Innovation.
Ian Riach
Senior Vice President, Director of Balanced Portfolio Management
Franklin Templeton Institutional
Ian Riach joined Franklin Templeton Investments (formerly Bissett Investment Management) in 1999 and is currently senior vice president, portfolio manager and director of Balanced Portfolio Management. In addition to managing a group of Balanced Institutional accounts, Mr. Riach is the co-lead manager of the Franklin Templeton Institutional Balanced Trust and is a member of the Franklin Templeton Institutional Asset Mix Committee. Prior to joining Franklin Bissett, Mr. Riach was the vice president of a Canadian mutual fund company, and for 10 years before that he held senior positions in the corporate finance area with a national energy firm and a major Canadian Bank. Mr. Riach holds a bachelor of commerce degree from the University of Calgary and earned his Chartered Financial Analyst (CFA) Charterholder designation in 1992.
Erica Barbosa Vargas
Director, Social Finance
The J.W. McConnell Family Foundation
Erica Barbosa Vargas is Director, Social Finance at The J.W. McConnell Family Foundation; where she leads development of tools and strategies for Foundation total portfolio activation across program domains, management of impact investing portfolio ($30M AUM) and a portfolio of national market-building initiatives. She has 13 years of global professional experience in the private and community sectors, primarily in Latin America, Canada and the UK. She sits in Advisory Councils and Boards or organizations working in social innovation and social finance globally, and is adviser to leaders in the private, public and community sectors. She is collaborating researcher with the SSHRC-CURA partnership research on impact investing. With former training in behavioral psychology and neuroscience, she holds a MPA in Public and Economic Policy from the London School of Economics, where she specialized in systems dynamics and institutions for economic development.
Michelle Waller
Associate Director, Stewardship and Donor Relations
SickKids Foundation
Michelle Waller is the Associate Director, Stewardship and Donor Relations at SickKids Foundation. In this role, Michelle is responsible for facilitating a Donor Experience that is second-to-none in the stewardship of foundation-wide gifts at all levels. This includes written communications, physical recognition, events, the development of individualized stewardship strategies, and helping to build a donor-focused culture across the Foundation. Michelle has more than 15 years’ experience in development, communications, project management, event coordination and strategy.
Randy Williamson
Chair of the Endowment Fund Investment Committee
York University
A partner of Toronto law firm Aird & Berlis LLP, with 30+ years’ experience as a lawyer, CPA, CA, public company executive and owner of several businesses, Randy Williamson provides strategic advice to private businesses, their owners and investors, as well as to public companies, on acquisitions/divestitures, equity and debt financings, and business structures.  Randy assists businesses settle key ownership, joint venture, supply and licensing arrangements.  Randy has a particular focus on Canada’s clean technology and renewable energy sectors.  Prior to returning to Bay Street in 2005, Randy owned and operated three business services companies, supporting critical operating, marketing/communication, and HR functions for businesses large and small.  Previously, Randy was a senior financial executive with a multi-billion dollar public industrial products company, and a partner in another prominent Toronto law firm.  Randy was trained as a CPA, CA, and holds the speciality Corporate Finance qualification.  Randy sits as a Board or Advisory Board Member of many clients.  He is also a leader in community organizations, helping deliver non-profit solutions to many societal challenges and opportunities – including as a member of the Board of Governors and Chair of the Pension Board of Trustees, Endowment Fund Investment Committee and Alumni Board at York University, past Vice-Chair of the Board of the Toronto Atmospheric Fund; past Chair of Big Brothers Big Sisters of Canada and founding Chair of Big Brothers Big Sisters Alumni; Past Chair of the Investment Committee and Governing Council member at St. James Cathedral, Toronto; past President of Advancing Canadian Entrepreneurship; and past founding Board member of Ontario’s Promise to Children and Youth.  Randy was honoured with Queen Elizabeth II’s Golden Jubilee Medal for Community Service and was twice Toronto’s Big Brother of the Year.  Randy received his J.D. law degree from Osgoode Hall Law School at York University in Toronto, his CPA, CA at Ernst & Young LLP in Toronto and his B.Comm. (Hons.) degree from Queen’s University in Kingston, Ontario.  Randy lives in Toronto.

 

The Canadian Foundations & Endowments Forum East returns in 2015 for its 5th edition. This event brings together key foundation and endowment leaders to discuss the investment and philanthropic strategies designed to meet their organizational objectives.

Hear about proven strategies to solve key challenges including generating superior returns through the right investment vehicles, managing board expectations, and continuing to meet your organization’s mandate.

Join us for this two-day event in vibrant downtown Toronto!

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 an 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 and CFOs
  • Treasurers
  • Directors/Mangers of Investments
  • Portfolio Managers
  • Board of Directors
  • Investment Committee Members
  • Trustees

Experts and Consultants:

  • Investment Managers
  • Investment Advisors
  • Fund Managers

 

What to Expect:

  • Industry thought leaders
  • Canada’s most senior foundations and endowments executives of in attendance
  • Digital access to conference content
  • Meaningful peer-peer networking opportunities
  • Expert opinions on industry challenges and the latest market trends

October 26, 2015

8:00 Registration and Continental Breakfast
8:50 Welcome Remarks from Insight Information
8:55

Opening Remarks from the Conference Chairs

9:00

Sustainability in Uncertainty: Adapting Investment Strategies to Current Market Conditions

Douglas Porter
Chief Economist
BMO

The looming threat of the Euro Crisis, a depreciating currency, declining oil prices and low interest rates coupled with a slow economic growth have raised serious questions about the state of the Canadian economy.

Join us for a session with Douglas Porter, Chief Economist at BMO to discuss where the Canadian economy is headed in the short and long term based on the spillovers from the global economy and what ramifications these hold for Canadian investors.

9:30 Networking Coffee Break
9:45

Evolving Foundation and Endowment Management: Practical Strategies from Foundation Leaders

Rahul K. Bhardwaj
President & CEO
Toronto Foundation

Stephen Huddart
President & CEO
The J.W. McConnell Family Foundation

Susan McIsaac
President and CEO
United Way Toronto & York Region

Bruce Lourie
President & CEO
Ivey Foundation

Sherri Freedman
Chief Development Officer,
The Princess Margaret Cancer Foundation

Foundations and endowments continue to face both internal and external pressures in achieving their investment goals and organizational mandates.

Join our expert panel comprising of leaders from some of Canada’s most renowned foundations sharing practical strategies for:

  • Optimizing use of resources
  • Better risk management
  • Collaborating effectively with investment and finance committees
11:00 Networking Coffee Break
11:15

Justifying the Use of Alternative Investments

Peter Klein
Managing Partner and Chief Investment Officer
BULLWEALTH

Many larger endowments and foundations have made alternative investments part of their core allocations. Is this approach justified for smaller foundations as well?

This session will explore the difficult question of how to appropriately and responsibly integrate alternative investments into an institutional portfolio.

12:00 Networking Luncheon Sponsored by
1:15

Why Real Estate?

Carl Gomez
Senior Vice President & Chief Economist, Investment Management
Bentall Kennedy

  • Why should investors consider adding direct property investments to a mixed asset portfolio?
  • What are the characteristics that make real estate an attractive asset class?
  • What types of real estate investment vehicles are available to investors?
  • What is the outlook for commercial real estate investments in Canada?
2:00 Networking Coffee Break
2:15

CIO Outsourcing: Is this the Right Approach for You?

Martin S. Sims
President and CEO
BULLWEALTH

There’s no “one size fits all approach” when it comes to setting the course for your organization’s investment program. Outsourcing the CIO role can potentially be the right decision in order to meet your foundation’s objectives. Evaluate the latest on the risks and rewards involved in outsourcing the CIO role. Can this strategy be beneficial for your foundation or endowment?

3:00

Top Compliance Issues for Foundations and Recent Legal Developments

Mark Blumberg
Blumberg Segal LLP

In this session discover the most important legislative developments that you may not be aware of but should be on your radar:

  • Strategies for donation and fundraising
  • Tax- efficient gifting strategies
  • Common compliance issues for Canadian registered charities
3:45 Conference Ends for the Day
4:00 – 5:00

Cocktail Reception

October 27, 2015

8:15 Continental Breakfast
8:55

Opening Remarks from the Conference Chairs

9:00

Assessing the Effectiveness of the Investment Committee’s Governance Model: Practical Strategies to Take Back to your Board

Randy Williamson
Chair of the Endowment Fund Investment Committee
York University

Andrew Bedeau
Investment Committee Member
Laidlaw Foundation

Terry Caputo
Chief Financial Officer
Mount Sinai Hospital Foundation of Toronto

Frank Pyka
Executive Director, Donor Funds Management
Western University

Investment committee members play a crucial role as part of any foundation or endowment. For some, serving on a committee may be part of their job responsibilities; for others, it may be purely voluntary. All members of investment committee review, monitor, assess the fund’s performance, the manager’s outlook & strategy, KPIs and share the unique fiduciary responsibility of making decisions on behalf of the current or future beneficiaries of a pool of assets.

During this panel, investment committee members from various foundations will discuss their key challenges and priorities from a governance perspective considering investments in light of future evolution and planning for expected capital needs.

10:15 Networking Coffee Break
10:30

Beyond the Benchmarks: The Value of Active Management

Ian Riach
Senior Vice President, Director of Balanced Portfolio Management
Franklin Templeton Institutional

Over the past several years, index-style investing has grown in popularity as the merits of active management have come into question. However, some view indexing as a momentum strategy that can expose investors to undesired risks, particularly in uncertain market environments. This session will discuss the role and value of active management and how, in our view, active managers are better positioned to uncover relative value across the asset class spectrum and account for the interactions and correlations between multiple risk factors.

11:15 Networking Coffee Break
11:30

Are Impact Investments Hard to Make? Perspectives from Canadian Leaders

Adam Jagalewski
Director
MaRs Centre for Impact Investing

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

Foundations and endowments seek to make an impact on some of the most difficult problems that we face as a society. Impact investing, an area of financial innovation can provide funding to implement innovative strategies to affect the society we live in. Given the complexity of these problems, and the limited resources which are modest in comparison to societal needs, they strive to be strategic and focused in their efforts.

The session facilitated by MaRs will cover the following topics:

  • Investment motivation
  • Investment thesis
  • Development process and execution
  • Social impact measurement
12:15 Networking Luncheon
1:30

Integrating Responsible Investing to Further Your Mandate: Putting PRI and ESG into Practice

Susan McGeachie
Market Leader
Climate Change and Sustainability Services
Ernst & Young LLP

Interest in responsible investment has grown dramatically, as investors increasingly understand that their long-term bottom line is affected by more than just strictly financial factors. However one question foundations are still asking is how they can integrate responsible investment practices into their overall asset management.

This session is focused on providing practical tools for foundations and endowments interested in learning about responsible investment and incorporating responsible investment practices into their investment management.

2:00 Networking Coffee Break
2:15

Optimizing Cost per Dollar: A Measure of Success or One-Dimensional Statistic

Elissa Beckett
Vice President, Development and Strategic Initiatives
Tides Canada

Susan Mullin, CFRE
Senior Vice-President, Philanthropy
Centre for Addiction and Mental Health Foundation

When considering the cost of fundraising, it is natural for boards and management to want to stay within appropriate limits. It may take one organization twenty cents to raise a dollar while another has to spend fifty cents. An important objective of foundations and endowments is to optimize cost per dollar to maintain an ideal cost efficiency ratio to appropriately use resources to raise the required capital while ensuring sustainability.

However, cost per dollar may not be a very accurate measure of success and efficiency especially while evaluating it as a metric for varied amounts of funds raised. Join this discussion that provides contrary perspectives on whether cost per dollar is a measure of success or just a one-dimensional statistic.

3:00

Managing Donor Relations to Improve Funding Sustainability

Michelle M.B. Osborne
Executive Director, Gift Planning
University of Toronto

Michelle Waller
Associate Director, Stewardship and Donor Relations
SickKids Foundation

Anne Brayley
Vice-President, Philanthropic Services
Toronto Foundation

Julia Gorman
Chief Development Officer
United Way Toronto & York Region

In an increasingly competitive funding environment, foundations are thinking out of the box to engage donors. The only way to truly steward your donors is to draw them into a deeper relationship with your organization.

During this discussion learn more about:

  • Effective communication, building trust and engaging donors
  • Gathering donor feedback
  • Segmenting donors to prioritize outreach
4:00 Closing Remarks and Conference Concludes

Registration

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

Description Price
Senior Executives from Foundations and Endowments
Standard Registration
Email dmenard@alm.com to Qualify
$495.00 + taxes
$1,695.00 + taxes
Solution Providers and Vendors $2,495.00 + taxes

Register me online

* 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 privacy@alm.com 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

The Trump International Hotel & Tower Toronto is located at 325 Bay Street, Toronto, Ontario. Tel: (416) 306-5800.

 


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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.”