REGISTER NOW
CONFERENCE BROCHURE
REGISTER NOW

About

About

Unlock Key Conference Insights
Hero

BUILD A RESILIENT INVESTMENT STRATEGY TO SECURE YOUR ORGANIZATION’S FUTURE

Welcome to the 24th Annual Foundation, Endowment, & Not-for-Profit Investment Summit, designed for institutional investment excellence and impactful investment decisions. Here’s what’s in store:

  • Balance liquidity and growth by aligning your investment strategy with both short-term operational needs and long-term return objectives.
  • Strengthen fund manager relationships to ensure alignment with your mission, values, and performance goals.
  • Enhance portfolio diversification by tapping into global investment themes, managing risk effectively, and pursuing resilient returns.
  • Build strategic connections to unlock collaborative opportunities in mission-aligned and social impact investing.

Leave with a toolkit of resources, strategies, and contacts to empower your organization’s investment journey.

ACCESS BROCHURE

TOP 3 REASONS TO ATTEND

1

Create strategic alignment to drive unified, mission-focused outcomes

  • Strengthen capital growth by making informed investment decisions that align with optimal manager selection and performance.
  • Refine disbursement policies to stay compliant while supporting sustainable, long-term investment planning.
  • Modernize your investment framework to boost returns with smarter structures and robust risk management.

GET MY TICKET

2

Align your portfolio with purpose to maximize impact and reinforce your organization’s mission

  • Build a resilient, mission-aligned portfolio by diversifying across asset classes while actively managing risk.
  • Adopt clear performance metrics to evaluate financial outcomes and ensure accountability across your investment strategy.
  • Advance your mission by adapting investment approaches to today’s evolving economic and market landscape.


VIEW AGENDA

3

Expand your network by connecting with institutional investors

  • Delve into success stories from visionaries at Diabetes Canada, York University, Toronto Foundation, Indigenous Prosperity Foundation, and more!
  • Forge connections via our interactive event app, designed to streamline networking and meetings.
  • Can’t attend in person? Our versatile event platform keeps you connected virtually, so you never miss a beat!


ACCESS BROCHURE

NETWORK WITH TOP FOUNDATIONS, ENDOWMENTS, & NOT-FOR-PROFITS

SEE WHO ATTENDS

25 YEARS OF CULTIVATING CONNECTIONS

For 25+ years, Strategy Institute has been at the forefront of event production and content creation. Now in its 24th year, the Foundation, Endowment, & Not-for-Profit Investment Summit is Canada’s premier event for institutional investors, delivering cutting-edge insights, high-value networking, and impactful professional development tailored to mission-driven organizations.

  • Gain insights from 10,000+ institutional investment leaders across North America.
  • Connect with innovators and early adopters of advanced investment tools.
  • Engage in interactive sessions designed to elevate your investment journey.
  • Enhance your expertise, create a dynamic action plan, and build meaningful connections.
GET MY TICKET

JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the Foundation, Endowment, & Not-for-Profit Investment Summit!

We’ve thoughtfully designed the experience to foster meaningful connections, not just business cards. From intimate roundtables and peer-led breakouts to collaborative workshops and curated networking, every element is built to bring you closer to like-minded leaders who understand your mission.

You may arrive solo, but you’ll leave with a network of peers, partners, and lasting connections within Canada’s mission-driven investment community.

CONNECT WITH US
1 2 3 4 5 6
— 6
← Prev Next →

DISCOVER TORONTO!

No matter what floats your boat – sports, arts and culture, shopping, food and drinks or simply people watching – Toronto won’t let you (or your spouse) down!

Here are some ideas to get you started:

Entertainment & Night Life

Enjoy the bustling entertainment district featuring Broadway musicals and plays, or go to the internationally acclaimed Roy Thomson Hall to catch one of the 350 concerts that take place there each year.

Attractions

From the CN Tower and Ripley’s Aquarium near the lake to Casa Loma in the Annex, Toronto has a variety of famous attractions. Get a Toronto CityPass to save money, avoid ticket lines and take in the local sights.

Restaurants

Toronto has a vibrant food scene offering a diverse selection of tasty flavours. From hole-in-the-wall joints to luxurious tasting menus, Toronto is a food lover’s dream city.
The city is bursting with restaurants, wine bars, tasting rooms, cocktail dens, food trucks, farmer’s markets and bakeries. Go ahead and explore what Vancouver’s restaurants have to offer!

Sports

Home to the Blue Jays, Raptors, Argonauts and Maple Leafs, there is something for every sports fan in Toronto. Watch a game at the Rogers Centre, Scotiabank Arena or at one of the many sports bars across the city.

Arts & Culture

With 29 museums in Toronto and 21 top art galleries, you can spend days enjoying the arts scene. Start your visit at the ROM or the AGO and finish up at the Ontario Science Centre or the Hockey Hall of Fame.

THE VENUE

Hyatt Regency Toronto

Discover the excitement of Downtown Toronto’s Entertainment District, steps from the business and financial district and all that makes the city a vibrant destination. With easy access to the Metro Toronto Convention Centre, you can also explore the CN Tower, Rogers Centre, Royal Ontario Museum, and Princess of Wales Theatre. Enjoy the fashionable shopping and dining scene within walking distance of our hotel. At the Hyatt Regency, you are immersed in the creative urban energy of Toronto.

BENEFITS OF STAYING AT THE HOTEL INCLUDE…

  • Networking:Onsite social activities for conference attendees and speakers.
  • Dining Experience:Dine at King Street Social Kitchen: Offering breakfast and dinner menus and a la carte lunch, King Street Social Kitchen is a great place to enjoy a satisfying meal during your stay at Hyatt Regency Toronto.
  • Accommodations:Our sophisticated hotel suites and rooms in downtown Toronto offer spectacular views of the city and high-end amenities to provide a luxurious and comfortable stay. Carefully designed for the modern traveler, our accommodations come with complimentary Wi-Fi, access to our seasonal rooftop pool and delicious dining options.
  • Convenience:Discover downtown Toronto and its Entertainment District when you stay at Hyatt Regency Toronto, just steps from the business and financial district and all that makes the city vibrant. Near the Metro Toronto Convention Centre, Rogers Centre, the CN Tower, the Princess of Wales Theatre and more, you can enjoy the culture, shopping and restaurant scenes easily.

TO RESERVE

Strategy Institute does not have a room block with the venue hotel. Please contact the hotel directly for rates.

Hyatt Regency yatt RegencyToronto
370 King Street West, Toronto ON M5V 1J9

(416) 343-1234

IMPORTANT: Strategy Institute is not affiliated with, nor do we contract any third-party room booking service. Please contact the hotel directly to make your reservations.

YOUR 2026 FOUNDATION, ENDOWMENT, & NOT-FOR-PROFIT INVESTMENT SUMMIT TEAM

FREQUENTLY ASKED QUESTIONS

Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

 

Is there parking?

Yes, contact our customer care team for more details at [email protected]

 

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.

 

I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.

 

When will the presentations be available, and how do I get them?

Presentations will be available on the virtual platform, typically once the conference has concluded. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 

What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g., if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you, and run through a rehearsal of your presentation.

 

When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.

 

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 

Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers, and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

 

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]

 

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 

I paid for my registration; does it include my hotel stay at the venue?

Registration fees include attendance, luncheon, and all course materials. It doesn’t include accommodations or transportation to and from the conference.

 

When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.

 

When will I know my booth number?

You will receive this from your event manager one week before the event.

 

I want to distribute handouts; can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.

 

Who is eligible to become a FENI Partner?

The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.

When will I hear back after applying?

We typically review applications within 1–2 business days and set up a short alignment call.

How are the complimentary passes used?

Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.

Is there a cost to participate?

No. The Partner Program is free and designed to strengthen our mutual networks.

EVENT

Which meals are included?

Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.

 

Is there parking?

Yes, contact our customer care team for more details at [email protected]

 

Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.

 

I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.

 

When will the presentations be available, and how do I get them?

Presentations will be available on the virtual platform, typically once the conference has concluded. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.

 

SPEAKERS

What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g., if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you, and run through a rehearsal of your presentation.

 

When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.

 

What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.

 

Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!

 

Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers, and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.

 

PAYMENT

What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.

 

What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.

 

Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]

 

My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.

 

I paid for my registration; does it include my hotel stay at the venue?

Registration fees include attendance, luncheon, and all course materials. It doesn’t include accommodations or transportation to and from the conference.

 

SPONSORS

When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.

 

When will I know my booth number?

You will receive this from your event manager one week before the event.

 

I want to distribute handouts; can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.

 

partner

Who is eligible to become a FENI Partner?

The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.

When will I hear back after applying?

We typically review applications within 1–2 business days and set up a short alignment call.

How are the complimentary passes used?

Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.

Is there a cost to participate?

No. The Partner Program is free and designed to strengthen our mutual networks.