Agenda - Day 2

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

OPENING KEYNOTE: Climate Change and Stewardship

What is keeping endowment managers, trustees and finance teams awake at night?

Meeting your organisation’s mandates, both responsibly and financially, is a major source of concern across the industry. How valid are these concerns?  What can be done to protect returns, enhance diversification, while still acting as a responsible steward of multi-generational assets. How can we obtain critical information as to whether it might be possible to:
•         Avoid lower returns by skewing away from typical index-driven allocations and thinking?
•         Build back diversification by including more alternatives and private market options?
•         Enhance your organisation’s finances and reputation though stewardship?
•         Avoid unprofitable short-term fashions, while embracing profitable secular trends?

9:30 am

9:30 am

FIRESIDE CHAT: ESG POLICY AND REGULATION

Respond to the Changing ESG Landscape to Meet Globally Accepted Standards

ESG has been top of mind in virtually all foundation and endowment investment strategies. Meet ESG disclosures and measurement criteria, finally occurring in global standards, by creating a critical response strategy. Break through the confusion to:

  • Measure and better demonstrate how your investments relate to people, the planet and prosperity
  • Understand the established globally accepted sustainability performance standards
  • Determine how ESG transparency and mandatory reporting will impact your investments

Gain a better understanding of the changing ESG regulations and what they mean for your investment strategies.

10:00 am

10:00 am

INDUSTRY EXPERT: Direct Lending Strategies

Direct Lending in Today’s Uncertain Environment

Interest rates are rising against a backdrop of increasing market and commodity volatility, as well as real geopolitical risk. At the same time, private lending has seen record allocations from institutions seeking to enhance fixed income returns. Given this environment, is there still opportunity to be had in private lending? If so where, and what are the considerations?

  • What is direct lending and where does it fit within private lending?
  • Where is the opportunity to generate returns now and going forward?
  • What risks are inherent in the asset class and what should you be looking for?
  • How can ESG considerations factor into the investment process?

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

INDUSTRY EXPERT: ACTIVE INVESTMENT

How ETFs Can be Used to Diversity and Mitigate Risk

Spotting and responding to risk is even more vital now as continued cycles of Covid-19 create economic risks. Be vigilant to address new risks and opportunities as they emerge. Create an action plan to:

  • Develop a robust asset allocation across all regions and industries
  • Build a defensive growth portfolio to compound returns
  • Generate stable returns to maintain your mandate

Mitigate your risk exposure through better constructed portfolios

11:30 am

11:30 am

PANEL DISCUSSION: THE PARADOX OF SUSTAINABILITY

Deliver on Your Sustainability Mandate by Responding to Greenwashing Risks

Sustainability is the keystone of ESG investment. Navigate risks to your ESG portfolio with a sustainability assessment. Address the challenges by:

  • Managing concerns surrounding rare earth mining needed to fuel the green economy
  • Influencing companies to reduce their emissions, including tech firms
  • Measuring different approaches to sustainable investments that may not be as advertised

Assess your sustainable investments to determine how they can negatively impact your mission.

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.

1:30 pm

1:30 pm

PANEL DISCUSSION: IMPACT INVESTING

Acquire Tips and Tricks for Building Growth and Innovation into Your Impact Investing

Impact investing is an important strategy for many foundations and endowments. Ensure your impact and mission are aligned by taking advantage of the many options available to you. Develop a revised blueprint to:
  • Assess the state of the market to hit key growth areas
  • Understand how to invest in emerging managers without sacrificing return or risk
  • Instil a gender lens toward investing, including women’s and children’s health
Create innovative growth through more impactful investments.

2:00 pm

2:00 pm

INDUSTRY EXPERT: SEI

Balancing Capital Preservation, Minimum Disbursement Quotas, Low-Return Environments and Inflationary Risks

  • When addressing asset allocation strategy, capital preservation in real terms is frequently discussed, but how often is it actually implemented?
  • As Donor-Advised Funds (DAFs) continue to grow, how are the changing nature of inflows contributing to aggregate granting rates at the total fund level?
  • How are nonprofit organizations responding to the need for continued real growth in their investment portfolios, while central banks normalize monetary policy in the face of the strongest inflation in decades?

Nonprofit organizations must respond prudently and efficiently to the evolving nature of DAFs. Deliver on your goals by proactively managing your investments in a high-risk environment.

2:30 pm

2:30 pm

Case Study: Laidlaw Foundation

Building and Growing Your Impact Investments to Align With Your Mission

The shift toward impact investment has been a core principle for the Laidlaw Foundation for many years and will continue in the foreseeable future. Move your organization through trials and phases and take away some of the lessons learned surrounding the process developed by the Laidlaw Foundation. Determine how you can:

  • Move beyond negative screens to reallocate into real impact investments
  • Create investment groups that work together and pool resources
  • Doing your due diligence and create alignment while building the right asset mix

Assess the lessons learned on building an impact investment strategy

3:00 pm

3:00 pm

Closing Comments from your Host

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

3:10 pm

3:10 pm

Evening Reception

Don’t miss this chance to make a final impression on speakers, attendees and sponsors! Unwind, mingle and build relationships that will benefit you in the years to come.

4:00 pm

4:00 pm

Conference Adjourns

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