ABOUT

DELIVER ON YOUR MISSION WITH A DIVERSIFIED AND SUSTAINABLE INVESTMENT STRATEGY

Welcome to the 19th Edition of the Foundation, Endowment and Not For Profit Summit!

  • Capitalize on the most diverse, sustainable and profitable ESG investment opportunities in years.
  • Achieve high risk adjusted returns across all asset classes through expert guidance and real-world success.
  • Take on a more tactical approach to your asset mix through sustainable alternatives, real assets, private debt, and other high value investment vehicles.
  • Leverage the undeniable link between your mission and your returns to showcase the value of investing in responsible companies.
Secure My Spot

TOP 5 REASONS TO ATTEND

NETWORK WITH NORTH AMERICA’S LEADING FOUNDATION AND ENDOWMENT INVESTORS

See Who’s Attending

BE PART OF THE FUTURE OF INSTITUTIONAL 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 and Not for Profit Investment Summit is part of our exclusive series of forward-thinking investor events. Each conference is dedicated to helping you maximize the potential of your capital appreciation and mission related investments.

  • Leverage the expertise of a community of 10,000+ investment leaders.
  • Engage with innovators and early adopters of emerging investment opportunities.
  • The interactive nature of this event enables leaders to level up and execute on an investment strategy that prioritizes mission as well as market leading returns.
  • Deepen your knowledge, take away an action plan for success and make lasting connections.

Strategy Institute has been organizing events for the past 25+ years, produced over 450 conferences and catered to more than 50,000 attendees.

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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.