Agenda - Day 2

• Start your day off right and connect with institutional investment leaders.
• Get to know your industry peers and colleagues over a delicious breakfast.
• Source practical tips, discuss best practices and prepare for the day ahead.

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

To achieve best overall outcomes, the different stakeholders within your organization need to understand, communicate and align investment objectives.  Apply strategies that will educate and establish more aligned investment goals including:

• Understanding and defining the organization’s risk tolerance
• When to seek independent outside expertise
• Building understanding and knowledge competencies
• Articulating investment objectives and strategies
• Finding alignment with the Board and relevant Board committees.

Align your internal strategies to achieve common goals.

Organizations are adapting to the new post-Covid world of hybrid working. A changing workforce of new career expectations relentlessly drives its own pressures. Adapt your business to this new workforce environment to deliver improved bottom line performance and improved employee wellbeing. Take away specific solutions to:

• Harness existing transferable skills and competencies
• Utilize cost effective or minimal training programmes
• Adapt to demographic changes with new recruitment solutions

Apply new skills and strategies to overcome increasing cost pressures.

Take a deep dive down the innovation rabbit hole in one of our roundtable discussions. Share common challenges and best practices with your institutional investment peers on a topic of your choosing:

1. Investor Compliance: Assess the new disbursement quotas
2. Economic Outlook: Survey the challenges ahead
3. Impact Investing: Review the extent of new investor trends
4. Asset Allocation: Stress test your investment portfolio
5. Wealth Preservation: Inflation proof your investments
6. New Net Zero Goals: Turn challenges into investment opportunities

Foundation and Endowments are faced with the challenge of integrating their organizational values within their investment portfolio.  CIBC Asset Management has significant experience consulting with E&F clients to effectively integrate financial and non-financial considerations into portfolio outcomes.  We will explore:

• The evolving ESG landscape
• What it means for E&F investors
• How you can implement ESG considerations

Understanding how you can align your portfolio outcomes with your mission can lead to positive outcomes for all stakeholders.

• Explore the latest financial performance strategies with our industry leading sponsors.
• Share your challenges with the biggest innovators in the business.
• Schedule one-to-one private meetings for personalized advice.

Over the last decade organisations have increased their allocations to real assets and alternative investments. The challenge isto continue the motivation and measure the success. Consider your options:

• Protecting yourself with diversification
• Preserving your capital in an inflationary context
• Integrating your responsible finance objectives in your investment policy

Maintaining the motivation to continue success.

• Meet interesting speakers and receive advice on the latest industry issues and trends.
• Expand your network and make connections that last beyond the conference.
• Enjoy great food and service while engaging with your institutional investment colleagues.

• Meet investment industry experts and identify investment strategies.
• Enter your name for a chance to win exciting prizes.
• Take advantage of event-specific offers and special content.

Blended financing can be strategically used to mobilise additional finance towards sustainable development. The challenge is to co-ordinate this method to achieve best outcome. The step by step process includes:

• Optimizing financial and impact performance by bringing together different investor types
• Working with investment committees, instituting transition, while respecting institutional goals
• Who bears the cost when implementing ESG and impact management and measurement?

For private investors or charitable service providers, understanding social impact investing is essential: SIBs are the future. Opportunities exist with the challenge of thinking through investment decisions. As well as a case study of YMCA’s of Québec’s SIB, backed by Public Safety Canada – which raised $3.4 million to help expand its Alternative Suspension Program – this session also covers :

• Assessment of current Canadian SIB landscape and trends
• Examination of how to align your mandate and investment objectives
• Techniques for evaluating a SIB’s impact, returns for your organization, and the overall financial success of your investment

For foundations and endowments, making impact investments into organizations of various legal structures, thematic focuses, in long-established strategic environments, whom are innovating true systems-change-level interventions poised to generate competitive returns, can be complicated. The Sector team will present on its methodologies and approaches to enabling capital-flows to social purposed organizations and feature two of their favorites:

• Adopt best practices to re-evaluate traditional asset allocation
• Increase exposure to hedge fund opportunities
• Support risk-return profiles that exploit fixed income securities

Diversify your portfolio through developing your hedge fund strategy to make the best of a volatile market.

• Meet with investment managers and consultants.
• Arrange one on one meetings with leading solution providers to discuss organizational hurdles.
• Brainstorm solutions and gain new perspectives and ideas.

The rise of ESG implies more than investments. It also includes your investor relations, finance, human resources, operations, supply chain, communications and organizational development. Move from pledge to action, creating an organizational structure that effectively responds to ESG-related opportunities, challenges and risks. Take back to your office strategies to:

• Create senior-level accountability in your organization’s structure
• Incentivize ESG into roles and strategies
• Develop ESG driven operating models to achieve organization-wide benefits

Build a clear governance structure to foster visibility, accountability, and collaboration across your departments.

Many organisations are rethinking their mission-related investments – beyond impact to understanding mission alignment. As a foundation committed to investing in community-led solutions focused on building an inclusive community, Central City Foundation has been re-examining its model of stewardship through a decolonizing lens. This case study shares some of the learnings thus far on this journey:

• A review of Governance rooted in values – our DNA policies.
• From representation to inclusion and belonging
• Reflecting on the origins of wealth and the legacy of your foundation
• Exploring approaches to “returning value”, reparations and community investments aligned with your mission.
• Rethinking the value of social purpose real estate and land assets as part of mission-aligned investment decision making: implications and opportunities
• Assessing social & cultural implications and objectives: a deeper look at impact

Re-evaluate and re-invigorate your investment objectives.

Private pools of assets are playing a greater role in financing markets. Crypto currencies such as Bitcoin are becoming more mainstream. New considerations and new challenges will drive your organization’s approach to decision making. Create a roadmap to:

• Recognize hedge fund and private debt opportunities focused on specialty finance
• Exploit the opportunities of venture capital platforms
• Explore options for accepting and selling cryptocurrencies

Transform challenges into opportunities to create steady returns while managing your risk profile.