Agenda

• Start your day off right and make connections with industry leadership
• Join “drop-in” roundtables discussing current and relevant topics
• Schedule 1-2-1 video meetings with peers or vendors
• Gather essential content and get exclusive offers at virtual exhibit booths

Gain insight into today’s sessions so you can get the most out of your experience and maximize your value.

Investment markets will continue to face many uncertainties in 2021 and 2022. Enable your organization to overcome market volatility with the latest economic outlook. Source intelligence to:

• Anticipate the impact of interest rate changes on your portfolio
• Discover what economic uncertainties can mean for your program and mission
• Determine what you need to do to protect your long-term investments

Overcome market volatility to protect your investments.

• Credible investor strategies to mitigate the climate crisis
• Challenges of using standardized carbon metrics to measure impact
• How to have a measurable impact on our net zero pathway
• Maturity and scale of thematic investing options

How do your broad investment practices compare to that of other Canadian E&Fs? Mercer just recently conducted a survey on this topic. Gilles Lavoie, Senior Investment Consultant and Canadian Leader of Endowments and Foundations at Mercer, will present its highlights and provide a deeper dive on the ever increasing use of private investments in the portfolios of Canadian E&Fs. Size should not be an impediment, if the business case for private investments is positive.

While institutional investors are already taking advantage of ESG investment opportunities, there are still many areas for optimization. Deliver on your mission with innovative approaches in ESG investment.  Advance your strategy by:

• Refining best practices in your investment selection criteria
• Expanding your assessment criteria to optimize all aspects of ESG investment
• Creating new opportunities by capitalizing on more varied asset classes

Take your ESG investments to a higher level with a refined approach.

Identifying and responding to risk is even more vital now that Covid-19 is waning and the economy is opening up. Implement a plan to remain vigilant as new risks and opportunities begin to emerge. Strike a profitable balance between risk and reward by:

• Developing a robust risk assessment process across all industries
• Building a defensive portfolio that prioritizes growth
• Generating above market returns while remaining true to your mission

Mitigate your risk exposure through actively managed portfolios.  

Expand your network and exchange expertise with your peers. Take advantage of our intuitive platform to deepen your knowledge and connect with industry leaders and experts.

• Pose your biggest questions to leading solution providers through 1:1 video conversations or chat.
• Join “drop-in” roundtables in the networking lounge and make connections that last beyond these two days.
• View live demos and test out new technology. Source leading-edge content from virtual booths.

There has been a shift in the attitudes and mindset of some business leaders over the past several years, redefining our notions of what constitutes business success. As investors, you have a role to play in furthering these changes while adding to your own bottom lines. Optimize your investment strategies by:

• Prioritizing investments that drive value through intangibles, such as reputation, trust, and mission
• Rewarding forward thinking organizations that put purpose over profits, and that look beyond shareholder value
• Building a portfolio dense in responsible corporations, where responsibility includes the full spectrum of ESG
• Avoiding blind spots in your strategy and thinking about investment

Create an investing blueprint that influences business decisions to align with your mission and the betterment of humanity.

An overly conservative and cautious investment strategy can hinder the investment performance of institutions. Develop a more appropriate allocation strategy through a more tactical approach to performance. Take away an action plan to:

• Assess the impact of an expanded investment landscape on your portfolio
• Develop a strategy that mitigates risks, but capitalizes on emerging opportunities
• Carry out an effective portfolio review and address gaps in your asset mix
• Ensure your portfolio drives investment income while furthering your mission

Transform your asset allocation approach to navigate a challenging investment landscape.

Fixed income strategies are essential as a hedge. Prepare for your next big move as we examine which fixed income strategy would best fit into your portfolio. Join in as our panel looks at 3 key areas you need to be aware of:

• Economy: Fixed income investment is fraught with hazards these days, including ample credit and interest-rate risk-taking amid rising inflationary pressures. Assess how to manage and mitigate this risk.
• ESG: Properly assess and manage ESG risks in helping making investment decisions with conviction within the Fixed Income space.
• ETF: How to take advantage of investing in this vehicle which provides liquidity and cost efficiencies.

Diversify your portfolio with an effective fixed income investment strategy.

Organizations are rethinking the way they invest in causes closest to their missions. Create a business case for philanthropic investment to drive value and returns. Master the success factors to:

• Focus on environmentally sustainable initiatives that scale and have a local impact
• Engage in direct investment initiatives though syndicate partnerships that support impact investments
• Invest in local-led initiatives that can create acceptable returns while furthering your mission

Maximize your mission-related investment strategy while driving results.

Review the key solutions and takeaways from today’s sessions. Source a summary of actions points to implement in your work. Discuss tomorrow’s highlights!

• Get to know fellow delegates in “drop-in” virtual roundtables
• Engage in 1:1 video conversations with peers or vendors
• Connect with other attendees based on similar interests and business objectives using our “recommend matches” tool