ABOUT

UNRIVALLED EXPERTISE AND SHARED INNOVATION

Welcome to the 21st Annual Foundation, Endowment & Not for Profit Investment Summit. This is our flagship event in our portfolio of institutional investor conferences

  • Explore the latest economic trends and outlook across the sector with implications for bond yields, asset performance and investment strategies.
  • Stay ahead of the curve with tailored dual track sessions providing financial performance reviews of asset classes.
  • Update your regulatory understanding and ensure you are compliant with new disbursement quota requirements.
  • Leverage the link between ESG strategies, sustainability investing and the new net zero opportunities.
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TOP 3 REASONS TO ATTEND

NETWORK WITH CANADA’S TOP FOUNDATION, ENDOWMENT AND ASSET MANAGEMENT LEADERS

See Who’s Attending

BE PART OF THE FUTURE OF NEW INVESTMENT STRATEGIES

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 21st 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.
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THE VENUE

Join us at the historic Old Mill Toronto, a secret getaway in the big city by the beautiful Humber River. Close to Parkland and the Toronto bike and walking trail system. You’ll also be just steps away from Old Mill station. Take a short ride on the rocket to Toronto’s Yorkville/Bloor Yonge district for shopping and fine dining.

Benefits of staying at the hotel include…

  • Networking: Onsite social activities for conference attendees and speakers.
  • Upscale Services and Amenities: Relax and rejuvenate your body and mind at the Spa at the Old Mill. Choose from the many indulgent options or create your customized package.
  • Dining Experience: The Old Mill Dining Room offers a classic menu with seasonal selections. Take out is also available. Relax with and listen to live jazz after a hard day in the Home Smith Bar.
  • Accommodations: The Old Mill has elegant and unique guest rooms and suites, decorated with luxurious four-poster beds and Tudor style. Enjoy the Jacuzzi tub for two, along with panoramic views of the Humber Valley.

TO RESERVE

Reservations info to come

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 for download on the event platform, typically on the day of the summit. 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.


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 for download on the event platform, typically on the day of the summit. 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.