Convince Your Manager to Send You to Foundation, Endowment, & Not-for-Profit Investment Summit 2026
Convince Your Manager to Approve Your Attendance
The Foundation, Endowment, & Not-for-Profit Investment Summit (FENI) is the premier forum connecting institutional investors to advance smarter, purpose-driven portfolios.
Taking place at the Hyatt Regency Toronto in Toronto, ON, the summit will be held on Tuesday, March 10 and Wednesday, March 11, 2026, bringing together leaders from foundations, endowments, and not-for-profit organizations to explore investment strategy, governance, and long-term impact.
If you’re ready to attend but require internal approval, we’ve created a short, customizable letter to help you make the case. It clearly outlines the value of attending, the return for your organization, and how you’ll share insights and best practices with your team.
Need leadership sign-off?
Fill in your details to download the Convince Your Manager letter template.
Why the Foundation, Endowment, & Not-for-Profit Investment Summit Is Worth Attending
If you’re weighing the time and investment, that’s understandable. This summit isn’t just another industry event — it’s two focused days designed to help institutional investors strengthen governance, align portfolios with purpose, and navigate today’s complex investment landscape.
You’ll gain:
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Practical insight into how foundations, endowments, and not-for-profits are managing risk, governance, and long-term stewardship
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Real-world case studies from organizations balancing return objectives with mission-driven impact
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Peer learning with investment leaders facing similar challenges around volatility, regulation, and fiduciary responsibility
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Clear strategies for building resilient, purpose-aligned portfolios in an evolving market environment
Whether your focus is governance, asset allocation, risk management, or impact investing, this summit is built around informed decision-making and real-world execution — not theory.
Seniority Breakdown
- 48% CIO/Treasurer/VP/Board Member
- 42% ED/Manager
- 10% Analyst/Specialist
Location
- 94% Canada
- 3% United States
- 3% Other
What You’ll Bring Back
Managers want to understand the return — and Foundation, Endowment, & Not-for-Profit Investment Summit is designed with ROI in mind.
You’ll return with:
Tactics you can apply immediately
Frameworks, operating models, and implementation lessons you can use right away.
A strong peer network
Build connections with senior data and analytics leaders you can continue to learn from long after the event.
Clear answers to complex problems
Learn how other Canadian organizations are solving governance, cost, and scalability challenges.
Actionable plans, not just notes
Sessions are focused on what works in practice — and what to do next when you’re back at work.
Why It’s Better With a Team
While attending individually delivers value, attending as a team significantly amplifies the impact.
Teams can split sessions, share perspectives, and return with a unified view of investment priorities, governance considerations, and next steps. Many organizations use the summit as a strategic alignment opportunity — bringing investment, finance, and leadership teams together around long-term objectives and fiduciary responsibilities.
Group discounts are available, making it easier to position attendance as part of broader professional development, governance education, or strategic planning initiatives.
How to Address Your Manager’s Top Concerns
"The budget is tight this year.”
This event consolidates training, benchmarking, and external expertise into one focused investment. It replaces multiple courses, consulting sessions, and internal workshops with two days of targeted learning.
“We can’t spare the time away from day-to-day work.”
The summit accelerates decision-making. I’ll return with clear recommendations, documented takeaways, and shared learnings for the wider team.
“What makes this different from other conferences?”
This summit is built around real-world investment challenges facing foundations, endowments, and not-for-profit organizations. It focuses on practical governance, fiduciary decision-making, and purpose-driven portfolio management — not product pitches or abstract theory.
“How will we measure success?”
I’ll align learning objectives in advance and follow up with a summary of insights, actions, and measurable next steps within 30 days.
Ready to Make the Formal Ask?
We’ve created a customizable letter to help you clearly outline the costs, the value, and the return of attending Big Data & Analytics Summit Canada 2026. Download the letter, tailor it to your role and organization, and take the next step toward securing approval.