23rd ANNUAL FOUNDATION, ENDOWMENT & NOT FOR PROFIT INVESTMENT SUMMIT

The largest and most senior foundation and endowment conference featuring key investment decision-makers from across the ecosystem

Toronto, ON

May 2024

YOUR MOST PRESSING INVESTMENT QUESTIONS ANSWERED

As we look back on the successful 22nd Annual Foundation, Endowment & Not for Profit Investment Summit, we eagerly anticipate what 2025 will bring. The 2023 Summit brought together key playhers within the Foundation, Endowment & Not for Profit Investment industries, and we’re gearing up to do it again. In 2024 we:

Optimized investment decisions using cutting-edge strategies explored at the summit.
Evaluated and refined asset class allocations to enhance overall financial performance.
Gained insights into upcoming regulations around donor classification to stay ahead of compliance requirements.
Prepared effectively for upcoming changes in disbursement quotas, ensuring organizational readiness.
Explored and capitalized on new ESG opportunities, positioning our community at the forefront of the sustainable investment paradigm.

The 2025 Summit will build on the success of our in-person and virtual sessions from last year, offering even more interactive and engaging opportunities. Stay tuned for more details.

SOURCE ACTIONABLE INVESMENT STRATEGIES IN 2024

Key Takeaways from the 22nd Annual Foundation and Endowment Investment Summit:

Ensured investment decisions were reinforced through a renewed focus on asset class optimization discussed during the event.
Employed cutting-edge enterprise risk management strategies that were shared to better protect investments.
Seized new opportunities in ESG investment strategies, as detailed in several groundbreaking sessions.
Updated and reinforced compliance strategies to adapt to new disbursement quota and donor classification changes.
Engaged with our executive panels to gain foresight and practical advice on managing future operational challenges.

As we look forward to the next summit, we are excited to delve into these strategies and more.

VIEW 2024 AGENDA

JOIN INTERACTIVE NETWORKING SESSIONS

Take a deep dive down the institutional investment rabbit hole and join one of our roundtable discussions.
Share common challenges and best practices with your investment peers on a topic of your choosing.
Enjoy a quick icebreaker during speed networking and achieve your conference networking goals in a fun and agile fashion.
Exchange LinkedIn information and grow your network by meeting like-minded individuals.
Brainstorm innovative methods to fill the gap in your investment strategies and diversify your portfolio.

2024 FEATURED SPEAKERS

Arijit Banik

Treasurer

Vani Visva

SVP, Finance & Operations

Vijay Venkatesan

VP Finance & Operations

Jessica Diniz

CEO

Wayne Douglas

Chief Operating Officer

Sarah Charters

Foundation President

William Scott

Managing Director, Office of the CIO

Jeffry Haber

Senior Director, Finance

VIEW 2024 SPEAKERS

HARNESS THE POWER OF AN IN-PERSON & VIRTUAL EVENT

This hybrid experience is designed to help you get the most out of this event.

Expand your network and enhance peer-to-peer learning with a larger audience and a broader reach of attendees.
Cultivate lasting connections with roundtable discussions and a new speed networking session.
Consult industry experts and get your toughest questions answered with the help of an in-person and virtual exhibitor hall.
Connect and build relationships with peers who have similar interests and career objectives using AI matchmaking tools and filters.
Enjoy on-demand speaking sessions and content that can be viewed anytime, anywhere.

BUILD RELATIONSHIPS WITH INSTITUTIONAL INVESTORS LOOKING TO REALLOCATE ASSETS

FENI brings together the biggest names in the institutional investment industry and connects them with leading solutions. It enables them to access strategically focused content in an environment conducive to forging lasting business partnerships.

This is your opportunity to cultivate relationships with key investors at this exclusive event. Build your pipeline with qualified leads by taking advantage of one of our sponsorship opportunities now.

SEE SPONSORSHIP OPPORTUNITIES

Testimonials

Excellent. I’ll definitely participate in future conferences.

Jonathan Massel

Volunteer 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-Szyszkiewicz

Vice Chair, Central Okanagan Foundation
Great series of speakers that addressed a variety of good topics.

Karin Bara

CMA, Controller, University Hospital Foundation (Edmonton)
Good speakers, well organized, well presented.

E. Piro

Assistant Treasurer, McConnell Foundation
Great. A good spectrum of presentations – all relevant and important for endowments/investments of varying size.

Kamal Rasani

Nature Conservancy
Overall an excellent conference.

David Leeson

Secretary, Investment Committee, Comm. Foundation of Kingston and Area