ABOUT

UNRIVALLED EXPERTISE AND SHARED INNOVATION

Welcome to the 20th edition of the FENI Summit. This is our flagship event in our portfolio of institutional investor conferences.

  • Explore the latest investment strategies including ESG, impact investment, private equity, real assets and fixed income.
  • Discover how leading institutional investors are maximizing their mission impact and ROI.
  • Drive higher returns through a more tactical asset approach to portfolio management.
  • Leverage the increased ESG offerings to build sustainable investments across all asset classes.
  • Network in a safe environment with comprehensive COVID screening and protocols in place.
SAVE YOUR SEAT

TOP 3 REASONS TO ATTEND

NETWORK WITH NORTH AMERICA’S TOP INSTITUTIONAL INVESTORS

See Who’s Attending

BE PART OF THE FUTURE OF MISSION-ALIGNED INVESTING

Ever attend an event where you feel like you’re lost in the crowd? Not at the FENI Summit!

We deliberately design the program to encourage you to build relationships with like-minded institutional investment peers. Our onsite experience and innovative event platform allow you to network in small working groups, peer-led breakouts, roundtables and much more!

Arrive solo, but leave as part of the FENI community.

25 YEARS OF CULTIVATING CONNECTIONS

Over the past 25 years, Strategy Institute has been a leader in event production and content creation. The 20th Annual Foundation, Endowment and Not For Profit Investment Summit is our flagship event in our institutional investor series. This conference is dedicated to helping you maximize the returns and impact of your investment goals.

  • Leverage the expertise of a community of 5,000+ institutional investment leaders from across North America.
  • Engage with innovators and early adopters of sustainable and impactful investment tools.
  • The interactive nature of this event enables executives to level up and execute on an effective, mission-aligned investment strategy.
  • Deepen your knowledge, take away an action plan for success and make lasting connections.
GET MY TICKET

THE VENUE

Hyatt Regency Toronto Hotel in the Entertainment District

Discover the excitement of Downtown Toronto’s Entertainment District, steps from the business and financial districts and all that makes the city a vibrant destination. Enjoy easy access to the Metro Toronto Convention Centre, CN Tower, Rogers Centre, Royal Ontario Museum, Princess of Wales Theatre and much more. Shopping, dining and entertainment are all within walking distance – 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
  • Upscale Services and Amenities: Exceptional onsite dining, roof top pool and StayFitTM fitness centre
  • Dining Experience: The King Street Social Kitchen offers an eclectic dining and food culture experience. Savour creative regional cuisine in this unique restaurant.
  • Accommodations: The hotel rooms feature our pillow-top Hyatt Grand Beds®, ergonomic workstations with complimentary Wi-Fi and a 47″ TV.
  • Convenience: Hyatt Regency Toronto is conveniently located at 370 King Street Toronto, in the heart of the Entertainment District, surrounded by over 150 restaurants, bars and clubs.

TO RESERVE

Hyatt Regency Toronto
370 King Street
Toronto, ON Canada
M5V 1J9

Tel: 416-343-1234

Save travel time and money. Take advantage of our discounted room rate of $229.00/night, on a first-come basis whilst rooms are available. Mention “FENI” when you make your reservation by April 10, 2022.

For your convenience, use this booking link to make your reservation online.

If the group rate is no longer available, prevailing rates may be offered for some or all of your dates, please contact the hotel.

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.

FREQUENTLY ASKED QUESTIONS


Which meals are included?

Breakfast, lunch and 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 once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. 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 (and 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 1. 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 one week before the event, from your event manager.


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.


EVENT


Which meals are included?

Breakfast, lunch and 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 once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. 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 (and 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 1. 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 one week before the event, from your event manager.


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.