23rd Annual Foundation, Endowment & Not For Profit Investment Summit 2025

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FOUNDATION, ENDOWMENT & NOT FOR PROFIT INVESTMENT SUMMIT

Most prestigious gathering of senior foundation, endowment, and key investment decision-makers with unparalleled networking opportunities and insights

Hyatt Regency Toronto
Toronto, ON

Wednesday, March 5 &
Thursday, March 6, 2025

Hyatt Regency Toronto
Toronto, ON

Wednesday, March 5 &
Thursday, March 6, 2025

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20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP INSTITUTIONAL INVESTMENT SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT PREVIOUS EDITIONS

SURPASS YOUR INVESTMENT GOALS & ADVANCE YOUR MISSION’S IMPACT

Join us at the 23rd Annual Foundation, Endowment, & Not for Profit Investment Summit in spring 2025! Acquire solutions, maximize your return on investments, and deliver impact in your investment journey.

Monitor risks, build diversification, and preserve capital.
Evaluate new models for selecting money managers.
Activate mission-driven initiatives and social finance.
Protect long-term capital and meet immediate funding needs.
Optimize your asset allocation in your portfolio.

This summit features notable organizations, including WWF-Canada, Mount Royal University, VGH & UBC Hospital Foundation, UNICEF Canada, South Saskatchewan Community Foundation, and more!

PAST DELEGATES INCLUDE:

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with your fellow foundation, endowment, and not-for-profit peers. With a range of dynamic formats and plenty of chances to have fun and unwind, this is an experience you won’t want to miss. You can look forward to:

Interactive sessions and roundtable discussions
Curated breakout learning opportunities
Face-to-face networking (including speed networking)
Virtual streaming for greater accessibility
A breakfast, lunch, and evening drinks reception

BRIDGE THE DIVIDE BETWEEN MISSION AND INVESTMENT

Explore the multifaceted impact of investments and develop metrics that demonstrate the true value of your investment portfolio.

Evaluate the potential trade-offs between aligning with stakeholder values and maintaining traditional risk-return profiles with Surrey Hospital Foundation.
Discover how to align your investment process to your mission values with YWCA Hamilton.
Build and secure the capital your organization needs to fulfil its mission with South Saskatchewan Community Foundation.
Implement your outsourced CIO program with the help of Mount Royal University.
Utilize the expertise of external investment managers from the Canadian Mental Health Association, VGH & UBC Hospital Foundation, and Metcalf Foundation.

VIEW AGENDA

WHO SHOULD ATTEND?

WHAT ARE THE BENEFITS OF ATTENDING THE EVENT?

Expert Insights: Exclusive C-Suite sessions from leading industry foundations.
Asset Allocation Roundtables: Explore fixed income, alternative investments, and more.
Networking Opportunities: Connect with peers, potential partners, and thought leaders from foundations, endowments, and non-profits.
Tailored Content: Benefit from sessions designed specifically for foundations and non-profits, addressing their unique challenges, delivered by industry-vetted speakers.
Best Practices: Discover innovative investment strategies and management techniques to enhance your organization’s financial health.
Regulatory Updates: Stay informed on the latest regulations and trends affecting institutional investments, ensuring your organization remains compliant and competitive.
Case Studies: Learn from real-world examples of successful investment strategies to navigate emerging challenges and achieve exceptional returns.
Collaborative Environment: Participate in open forums for high-quality, face-to-face interactions.
Actionable Takeaways: Leave with practical strategies and tools that you can apply immediately to improve your investment decisions.
Inspiration: Hear inspiring stories of how foundations and non-profits are making a difference through effective investment practices.

Attending this summit can be transformative for your organization’s investment strategy and mission objectives!

LEARN MORE ABOUT WHO ATTENDS

2025 FEATURED SPEAKERS

SEE ALL SPEAKERS

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is specially designed to help attendees capture the most value possible!

Expand your network with a larger audience and broader attendee reach.
Build connections through one week of pre-event virtual networking.
Consult industry experts by scheduling in-person or virtual meetings.
Connect with peers using AI matchmaking tools based on shared interests.
Access on-demand sessions and content anytime, anywhere.

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Connect with an unparalleled network of senior executives looking to invest in impactful data solutions.

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Partners With Us

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Speak At The Summit

Be part of this leading tech event, promote your triumphs and share your lessons learned.

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Testimonials

Excellent. I’ll definitely participate in future conferences.

Jonathan MasselVolunteer Treasurer, Louis Brier Jewish Aged Foundation

Conference is a crucial “must attend event” for all who wish to stay at the leading forefront of innovation and information, to best benefit their foundations.

Melanie Hall-SzyszkiewiczVice Chair, Central Okanagan Foundation

Great series of speakers that addressed a variety of good topics.

Karin BaraCMA, Controller, University Hospital Foundation (Edmonton)

Good speakers, well organized, well presented.

E. PiroAssistant Treasurer, McConnell Foundation

Overall an excellent conference.

David LeesonSecretary, Investment Committee, Comm. Foundation of Kingston and Area

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FOUNDATION, ENDOWMENT & NOT FOR PROFIT INVESTMENT SUMMIT