Foundation, Endowment, and Not-for-Profit | Day 2:

Gain insight into today’s sessions so you can get the most out of your conference experience.    

As disbursement, regulatory, and geopolitical pressures reshape the landscape, Canadian foundations are reexamining where real investment opportunity and risk sit. Open day 2 with a clear-eyed view of where your capital is moving and why. Take away specific solutions to: 

• Heighten and identify where risk and opportunity are shifting across asset classes in 2027. 

• Perfect how you separate structural market shifts from short-term noise. 

• Optimize and advance your foundation’s investment priorities for the year ahead. 

Start day 2 with a sharper view of where your foundation should be taking risk in 2027.

Modern slavery and forced labour can sit hidden inside a portfolio’s supply chains for years. Shrink your exposure before it becomes a costly compliance and reputational risk. Take back to your office strategies to: 

• Reduce and identify where forced labour risk hides in your holdings. 

• Bolster supply chain due diligence across your portfolio. 

• Excel holdings on human rights before regulators or headlines force your hand. 

Uncover hidden human rights risk without exposing your fund to headline liability. 

Every finance team is being pitched an AI tool, but few can point to real time saved. Separate the AI tools worth your budget from the ones that aren’t. Create a roadmap to: 

• Advance which AI tools speed up research and due diligence. 

• Master AI for market analysis and portfolio monitoring. 

• Impact and build AI-informed investment decision support without losing human judgment. 

Free your team from busywork so they can focus on decisions that matter.  

• Browse through different sponsor booths and source the latest investment expertise.    

• Enter your name for a chance to win exciting prizes.      

• Take advantage of event-specific offers and special content.    

See where Canadian foundations and endowments are actually allocating capital in 2027 and benchmark your own portfolio against the shift. Walk away with an action plan to: 

• Improve asset allocation shifts and changing exposures across private equity, private credit, infrastructure, and real assets. 

• Master how fixed income, cash, and liquidity positioning are evolving. 

• Amplify how allocation strategy differs by AUM, and the key portfolio risks foundations are watching for 2027. 

Benchmark your portfolio against where Canadian foundation capital is really moving in 2027. 

Bonds used to be the safe money in a portfolio. That assumption no longer holds. Rebuild your definition of “safe” before the next shock exposes the gap. Develop a blueprint to: 

• Perfect and rethink your liquidity sleeve now that bonds can’t fully fund it. 

• Optimize and weigh semi-liquid private credit against your real cash needs. 

• Enrich and track how the largest pension funds are adapting their total portfolio approach. 

Find real safety for your portfolio where old safe havens no longer hold. 

Impact claims are easy to make and surprisingly hard to verify. Back up every impact claim with results your board can trust. Source your plan of action to: 

• Perfect how you define metrics that actually capture social and environmental outcomes. 

• Advance how you use shareholder engagement to keep your holdings accountable. 

• Optimize and report outcomes your board and donors will actually believe. 

Turn real impact into your strongest case for future funding.  

Boards are pushing finance teams to adopt AI faster than most governance frameworks can keep up with. Automate your finance function with confidence, backed by a roadmap that manages the risk. Source practical tips to: 

• Achieve and sequence which finance processes to automate first. 

• Enrich governance guardrails before AI touches sensitive data. 

• Bolster your team to work alongside AI, not around it. 

Roll out automation you trust, with the guardrails your board expects. 

As carbon-focused climate frameworks mature, a wider set of nature-related risks are emerging as a material threat to long-term capital. Master the frameworks now used to price nature risk into your portfolio and due diligence decisions. Develop a blueprint to: 

• Adapt due diligence practices to capture exposure beyond carbon alone. 

• Amplify which holdings and sectors carry the highest biodiversity-linked risk. 

• Advance reporting practices ahead of emerging disclosure expectations. 

Get ahead of the next climate risk before it becomes your next disclosure mandate. 

• Explore the latest investment strategies with our industry-leading sponsors.    

• Share your challenges with the biggest innovators in the business.     

• Schedule one-to-one private meetings for personalized advice.    

Every investment committee has a decision it would make differently with hindsight. Adapt how you deal with calls that didn’t go as planned, and what changed because of them. Source practical tips to: 

• Advance from investment and manager decisions that didn’t work, and what changed as a result. 

• Perfect which liquidity or asset-allocation calls committee members would revisit. 

• Reduce the governance mistakes — and board or investment committee challenges — other foundations have already made. 

You will take home the lessons other investment committees learned the hard way. 

With a decade of accelerating change in capital, technology, and governance now underway, the foundations that adapt fastest will set the pace for everyone else. Master the decisions that will define your foundation’s next ten years. Adopt best practices to: 

• Bolster your board for the governance questions the next decade will force. 

• Adapt your investment approach as new capital and technology reshape the sector. 

• Advance the case for mission-aligned investing as scrutiny increases. 

Give your foundation the edge to lead the next decade, not just adapt to it. 

Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.