Agenda

Please note that all times listed are EDT (-5:00 UTC)

There are no agenda items with this track

7:30 am

7:30 am

Registration and Breakfast

  • Start your day off right and make connections with institutional investment leaders.
  • Connect with your peers, discuss best practices and share innovative strategies.
  • Gather essential content and get exclusive offers at exhibitor booths.

8:45 am

8:45 am

Opening Comments from your Host

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

9:00 am

9:00 am

KEYNOTE ADDRESS: ECONOMIC CLIMATE

Create Response Strategies to Mitigate the Risks Surrounding Economic Uncertainties

Investment markets will continue to face many uncertainties in 2022 and 2023. 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 needs to be done to protect your long-term investments

Overcome market volatility to protect your investments.

9:30 am

9:30 am

LEGAL UPDATE: LATEST DEVELOPMENTS

Navigating the Top Compliance Issues Facing Canadian Foundations

Foundations that are registered charities need to comply with corporate or trust law as well as Income Tax Act requirements. Prepare your organization for some of the most important compliance issues and developments facing foundations. Gain fresh insights into:

  • Changes to the disbursement quota
  • The increasing scrutiny of foundations and their transparency/payout rates
  • Improving your compliance across a range of issues

Uncover solutions to the most pressing compliance issues facing foundations.

10:00 am

10:00 am

INDUSTRY EXPERT: PRIVATE DEBT

Optimizing Allocation to Private Debt as Hedge Against Rising Interest Rates

Allocations to private debt continue to increase as many investors consider this asset class to be a good defence in a rising rate environment. Gain strategic insight into how you can increase your private debt allocation. Create an action plan to:

  • Understand the role of private debt in an investment portfolio
  • Rebalance allocation weights from traditional fixed income to private debt
  • Use private debt allocations as a hedge in a rising rate environment
  • Understand which type of private debt is most ideal to use as hedge

Leverage allocation to private debt to combat a rising rate environment.

10:30 am

10:30 am

Morning Break

  • Engage with conference speakers and fellow attendees.
  • Secure new business contacts and discuss crucial developments in institutional investing.
  • Source leading-edge content from exhibit booths.

11:00 am

11:00 am

PANEL DISCUSSION: REAL ASSETS

Deliver on Your Mission Through Real Estate and Social Purpose Housing

The real estate market continues to accelerate despite COVID-19. Housing prices for private real estate are still strong, and affordability is a real issue. Master the success factors to address:

  • Why real estate markets will outperform over the next 10 years
  • Why commercial real estate can perform well if you know where to look
  • How to gain more real estate exposure, including social housing and through mission-driven investments

Assess Canada’s real estate market for the purpose of increasing your anticipated returns.

11:30 am

11:30 am

Greenflation: Should we be Worried?

The growth of environmental, social and governance (ESG) investing may have surpassed even the most bullish expectations over the past two years. But these flows, coupled with significant policy efforts to direct capital towards low emission technologies are now being singled out as key drivers of inflation, and not only in the short term: some see it as a contributing factor to longer-term structural price increases as well. In this session, Martin Grosskopf, Vice-President and Portfolio Manager at AGF Investments will discuss the cyclical and structural elements of potential “greenflation” and how this might influence investor positioning.

12:00 pm

12:00 pm

Networking Lunch

  • Expand your network and make connections that last beyond these two days.
  • Visit the exhibitors hall and pose your toughest questions to leading asset managers.
  • Enjoy great food and service while engaging with your institutional investment colleagues.

1:00 pm

1:00 pm

AFTERNOON KEYNOTE: TACTICAL ASSET ALLOCATION

Achieve your Investment Targets by focusing on Investment Process and Asset Allocation

The low yield backdrop hinders the investment performance of institutions. Revisit your asset allocation approach to improve your portfolio’s performance. Gain insights to:
  • Assess the impact of a challenging investment landscape on your portfolio
  • Develop a strategy that incorporates public equity and fixed income
  • Add incremental value to your investment  
Transform your asset allocation approach to navigate a challenging investment landscape. 

1:30 pm

1:30 pm

CASE STUDY: BOARD AND INVESTMENT COMMITTEES

Execute a Practical Implementation Strategy for Aligning Your Board and Investment Committees

Organizational alignment is essential to developing long-term sustainable investment strategies. Whether you are a small or large organization, acquire first-hand experiences on avoiding pitfalls when realigning your investment approach. Create an action plan to:

  • Uncover the process for conducting board and committee searches to prioritize positive impact
  • Manage the technical considerations necessary when working with committees
  • Adjust your strategies based on the size of your organization

Realign your investments for a better board and committee selection.

2:00 pm

2:00 pm

INDUSTRY EXPERT: ALTERNATIVE INVESTMENTS

A Practical Guide to Implementing Alternatives to Better Optimize Your Portfolio

Amidst market expectations for weaker growth, higher inflation and more volatile markets, traditionally allocated portfolios are unlikely to adequately support the ability of Foundations and Endowments to fund your spending targets going forward.  To achieve this, strategic investments in alternative investments are going to be crucial to support your ability to further your mission.
•         Capitalize on opportunities in private credit to generate consistent income necessary to fund operations, programs and services
•         Extend your investment universe to help insulate your portfolio from rising interest rates and preserve the real value of distributions
•         Seek opportunities to grow your capital base to enhance future return potential critical to supporting organizational growth

Uncover strategies for enhancing your organization’s financial ability to achieve its mission and grow its impact.

2:30 pm

2:30 pm

Afternoon Break

  • Engage with conference speakers and fellow attendees.
  • Secure new business contacts and discuss crucial developments in institutional investing.
  • Source leading-edge content from exhibit booths.

3:00 pm

3:00 pm

PANEL DISCUSSION: SOCIAL IMPACT INVESTING

Delivering High Returns to Delivering High Non-Financial Returns

YWCA Canada has increased its exposure to impact and ESG investment through social housing focused on combating gender-based violence. Deliver on your mission by adopting the latest strategies in social impact and ESG investment. Advance your ESG impact strategy by:
  • Choosing your investment selection criteria as it aligns with your mission
  • Delivering above market returns while achieving your mission objectives
  • Creating new partnership opportunities to extend your reach and capitalize on more varied asset classes

Create positive returns and social impacts through mission-aligned investment strategies.

3:30 pm

3:30 pm

PANEL DISCUSSION: IMPACT INVESTMENTS

Deliver on Your Mandate by Aligning your Mission-Driven Impact Investment Strategies

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

  • Focus on environmentally sustainable initiatives that scale and have a local, societal impact
  • Engage in direct investment initiatives that support your mission and deliver real impact
  • Begin your impact and direct investment journey now
  • Build transparency within your impact investments

Maximize your mission-related investment strategy while driving results.

4:00 pm

4:00 pm

INDUSTRY EXPERT: Enterprise Risk Management (ERM)

Improve Your ERM Outcomes by Mitigating Risks Across the Organization

Enterprise Risk Management (ERM) is the process of identifying opportunities and managing risks, assessing and measuring them, and considering how they affect the broader enterprise and how risks across the enterprise are correlated. ERM from the lens of asset pool oversight shifts the focus of an investment only approach to a more holistic approach, providing a framework to understand how investment risks are intertwined with organizational risks. An ERM approach consists of:
• Cataloging Integrated Relationships
• Bringing different stakeholders of an institution together
• Developing framework for identifying and assessing risks
• Accessing tools to understand and monitor risks

Explore the nuances of ERM and how you can lower your risk across your organization.

4:30 pm

4:30 pm

INDUSTRY EXPERT: INVESTMENT CHALLENGES

Creative Solutions for Small and Mid-Sized Investors to Access the Endowment Model Asset Mix

The Endowment Model has been tremendously successful for many years, leading to more large institutional investors taking up the model.  Now small and mid-size foundations and endowment investors are increasingly able to also access the Endowment Model on the same basis as private asset managers have increased the number of investment options available to smaller institutions.
Learn more about how to implement this investment approach to diversify by geography across a variety of publicly traded and private asset investment segments to maximize portfolio investment returns and reduce volatility.
This session will explain how to build your action plan to:
  • Increase your access to the endowment model regardless of your total investible assets
  • Address the challenges small/mid size foundations and endowments face when implementing Endowment Model
  • Explain how to implement solutions that will provide your foundation or endowment with the same access to private investments as larger institutional investors
Achieve your investment goals by accessing the returns enjoyed with the endowment model

5:00 pm

5:00 pm

Closing Comments from your Host

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

5:05 pm

5:05 pm

Evening Reception

Don’t miss this chance to connect with speakers, attendees and sponsors! Unwind, mingle and build relationships that will benefit you in the years to come.

5:35 pm

5:35 pm

Day 1 Adjourns

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