ABOUT

CANADA’S ONLY EVENT EXCLUSIVELY FOR FOUNDATIONS, ENDOWMENTS AND NOT-FOR-PROFIT INVESTORS

Welcome to the 19th edition of the Foundation, Endowment & Not-For-Profit Investment Summit!

  • Join the longest-running and most comprehensive event for investment executives at Canada’s top foundations, endowments and not-for-profits.
  • Interact with 250+ of your industry peers and expand your network.
  • Network with CIOs, Executive Directors, Controllers and VPs from leading investment institutions.
  • Establish yourself as a reputable thought leader and an essential resource in the industry.

Strategy Institute has been in business for 25+ years, produced over 450 conferences and catered to more than 50,000 attendees.

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TOP 5 REASONS TO ATTEND

NETWORK WITH TOP FOUNDATIONS, ENDOWMENTS AND NFPS LIKE:

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BE PART OF THE FUTURE OF FOUNDATION, ENDOWMENT AND NOT-FOR-PROFIT INVESTING

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 deliberately design the program to encourage you to build relationships with like-minded people. And with the added advantage of technology, you’ll have the opportunity to do so at a number of small working groups, peer-led breakouts, roundtables and much more! You’ll come as an individual attendee, but you’ll leave as part of the community.

25 YEARS OF CULTIVATING CONNECTION

The 19th Annual Foundation, Endowment & Not-for-Profit Investment Summit is a part of our suite of highly anticipated events in the investment industry. Joined by our ESG & Impact Investor Summit, this conference is the most prestigious and sought-after gathering of institutional investors.

During two content-rich days, you will:

  • Leverage the expertise of a community of 10,000+ investment leaders.
  • Interact with innovators and early adopters of novel investing strategies.
  • Engage with investment decision-makers who are actively seeking advice on how to leverage diversification and ESG for greater returns.

Work together to navigate an increasingly volatile marketplace.

Register Your Interest

FREQUENTLY ASKED QUESTIONS


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 to let them know to have a badge ready for your colleague


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

Presentations will be available during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.



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!


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3



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 less $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.


EVENT


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 to let them know to have a badge ready for your colleague


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

Presentations will be available during the conference, shortly after the presentation has taken place. You will receive an email from our customer care team with the login details. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.


SPEAKERS


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!


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3


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 less $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.