Agenda - Day 2

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

This session brings together senior decision-makers from hospital foundations to explore best practices, challenges, and opportunities in sustainable investing. Panelists will share examples from their experience and their involvement in the Healthy Capital initiative, including strategies for integrating responsible investment practices into foundation portfolios and lessons learned in balancing financial performance with social and environmental impact. Attendees will gain actionable insights to advance their practices.

As a C-Suite leader, your ability to architect a strong leadership team and governance structure is pivotal, not just for today’s operations, but for the long-term strength and sustainability of your foundation. Elevate your organization’s endowment, increase mission-aligned impact, and leave a legacy of growth and resilience. Adopt best practices to:

• Align strategic leadership and governance to drive unified progress toward long-term objectives.
• Position your foundation as a catalyst for systemic change by fostering strategic partnerships and cross-sector alliances.
• Leverage the expertise of top-tier external investment managers to protect and grow purchasing power, ensuring financial resilience.

Amplify your team’s effectiveness and governance to drive mission-aligned impact, strengthen resilience, and secure a lasting legacy.

Outsourcing the CIO role is increasingly popular as endowments and foundations seek sophisticated investment expertise to maximize the value of their investments. By shifting some authority for investment decisions to external providers, organizations can ease the challenge of balancing fiduciary responsibilities with investment management. Develop a blueprint to:

• Select the right third-party advisor to partner with.
• Implement top approaches for smooth execution.
• Identify key ingredients for a successful OCIO program.

Optimize your outsourced CIO program by focusing on clear communication, governance structures, and essential elements that contribute to a thriving investment strategy.

Roundtable 1: Assets Under Management of <$5M

Meet with your peers to understand how to mitigate the unique challenges you face, such as labour shortages, resource allocation, governance frameworks, due diligence, and more. Take away specific solutions to:

• Labour Shortages: Doing more with fewer people.
• Resource Constraints: Navigating financial markets while keeping costs down.
• Frameworks: Building structured plans to streamline due diligence.

Roundtable 2: Assets Under Management of $5M – $550M

As foundations get larger, increased engagement between your managers, OCIOs, RIAs, and investment committees is essential to ensure due diligence and risk management are carried out effectively. Join your colleagues to collaborate on solutions to these issues. Master the success factors to:

• Regulatory Compliance: Assess the new disbursement quotas.
• Investment Styles: Evaluate in-house vs. OCIO set-ups.
• ESG Investing: Review the latest sustainable investment trends.

Roundtable 3: Assets Under Management of $550M+

As larger foundations become more established, developing a sophisticated understanding of investments with your committees and staff is critical. Grasp the nature of each asset class so you can contribute to your foundation’s investment success. Walk away with an action plan on:

• Asset Allocation: Stress-test each asset class and your total portfolio.
• Wealth Preservation: Protect your investments against inflation.
• Risk Management: Identify previously hidden risks to safeguard your assets.

Mission-aligned investing is no longer a niche strategy, it’s a necessity. As foundations and endowments increasingly seek to generate measurable social and environmental impact alongside financial returns, Transition from intention to execution in your impact investing journeys by:

• Design an Impact-Aligned Portfolio and aligning investment decisions with organizational values without sacrificing long-term performance.
• Activate Capital for Systems Change by advancing equity, climate action, Indigenous reconciliation, and other core mission goals.
• Build Cross-Sector Partnerships and collaborate with innovators, communities, and fund managers to amplify both impact and scale.

Develop a Strategic Framework by understanding the governance, metrics, and stakeholder engagement tools needed to embed purpose into every layer of your investment strategy.

Effective impact investing requires more than capital; it demands shared vision, strategic alignment, and trust among diverse partners. Co-create successful outcomes through deeper collaboration in social finance models, including social impact bonds and pay-for-success programs. Master the success factors to:

• Bridge the gap between impact goals and financial returns by setting shared success criteria across partners.
• Engage policy makers, community stakeholders, and investors with different mandates and time horizons.
• Design social impact transactions that account for diverse motivations, from measurable outcomes to return on investment.
• Ensure inclusive investment models that centre community voice and benefit underserved populations.

Perfect collaborative deals to be both financially sustainable and socially transformative.

Recent updates to Canada Revenue Agency (CRA) regulations are reshaping how foundations approach their granting strategies. Navigate through current disbursement quota (DQ) rules, including increased minimum spending requirements, and explore opportunities and compliance risks related to granting to non-qualified donees. Take back to your office strategies to:

• Uncover what the latest CRA changes mean for your annual spending obligations and how they affect your overall endowment strategy.
• Gain clarity on new rules that allow granting to non-qualified donees, including due diligence requirements, documentation standards, and risk mitigation.
• Discover how smaller organizations can meet DQ requirements without overextending resources, including options for collaborative granting and policy updates.

Improve your foundation’s readiness by anticipating CRA developments and preparing for continued regulatory shifts in the charitable landscape.

With market volatility and inflationary pressures challenging traditional portfolios, endowments and foundations are increasingly turning to alternative investments to meet their financial and mission-driven goals. Align your alternatives with your organization’s risk tolerance, liquidity needs, and long-term vision by:

• Evaluating the strengths and limitations of private equity, real assets, hedge funds, and other alternative strategies
• Optimizing your asset mix by striking the right balance between traditional investments and alternatives
• Build smarter partnerships with GPs and service providers to improve transparency, alignment, and outcomes

Heighten your portfolio’s impact by strategically integrating alternatives to support both financial and mission-driven objectives.

• Source invaluable insights and experience the next level of institutional investment innovation firsthand.
• Connect one-on-one with leading asset managers to overcome investment hurdles.
• Brainstorm solutions and gain new perspectives and ideas.

As foundations and endowments increasingly allocate capital to alternative investments, such as private equity, venture capital, and real assets, the potential for enhanced returns grows. But so does the complexity of managing liquidity, transparency, and alignment with mission goals. Harness the upside of alternatives while protecting your organization’s financial flexibility. Source your plan of action by:

• Understanding how illiquidity can impact your ability to meet operational and grant-making obligations.
• Evaluating the risk-return profile of key alternative asset classes.
• Balancing long-term growth potential with short-term liquidity needs.
• Navigating capital lock-up periods and developing proactive liquidity planning strategies.
• Making informed, mission-aligned decisions in a complex investment environment.

Bolster your alternative allocations to maximize returns while safeguarding your foundation’s financial health and mission impact.

Review the key solutions and takeaways from the conference. Source a summary of action points to implement in your work.