Agenda - Day 2
Please note that all times listed are EDT (-5:00 UTC)
11:00 am
11:00 am
Enter Networking Lounge, Connect with Your Industry Colleagues
- Get a good start on the day and make connections with industry leadership
- Join “drop-in” roundtables on most topical issues
- Schedule 1-2-1 video meetings with peers
- Gather essential content at virtual exhibit booths
11:50 am
11:50 am
Setting Today’s Plan from your Host
Gain insight into yesterday’s key learnings, take-aways and today’s highlights to map the current situation and help in achieving success from today’s sessions. event.
12:00 pm
12:00 pm
Panel Discussion
Optimizing Environmental, Social and Governance (ESG) Factors to Enhance Your Investment Process
Many asset managers incorporate ESG criteria into their investment processes by screening out companies. Go beyond negative screening to improve your investment strategy. Source intelligence on:
- The changing investor landscape and its impact on your organization
- The keys to successful integration of ESG practices
- Why ESG in your investment process will lead to better investment decisions
Achieve better investment process by integrating ESG into everything you do.
12:30 pm
12:30 pm
Industry Expert
Implementing Institutional Strategies Using ETFs
Exchange Traded Funds (ETFs) are much more than low cost and flexible investment solutions, they can be powerful portfolio tools that allow all types of investors to implement strategies which were previously the exclusive domain of large pension funds and financial institutions. We will discuss:
- Industry overview of how ETFs are currently being used
- Understanding NAV and price
- How to use ETFs to reduce risk, increase liquidity and potentially enhance asset allocation decisions
12:45 pm
12:45 pm
A Practical Implementation Guide to Improve Your Money Manager Search, Selection and Evaluation
Mitigate risks, meet due diligence, and enhance performance through manager selection. Acquire tricks of the trade and avoid pitfalls when conducting your own search. Learn how to:
- Staff an investment committee with diversified expertise
- Design and implement a systematic selection process
- Uncover the process for conducting a manager search that prioritizes positive impact
Reduce risk to your investments by meeting due diligence in your money manager search.
1:15 pm
1:15 pm
Shareholder and Stakeholder Theory
Understanding the Evolving Role of Corporate Values and Impact on Returns
1:30 pm
1:30 pm
NetworkingNETWORKING
Enter Networking Lounge, Connect with Your Industry Colleagues
- Get a good start on the day and make connections with industry leadership
- Join “drop-in” roundtables on most topical issues
- Schedule 1-2-1 video meetings with peers
- Gather essential content at virtual exhibit booths
2:00 pm
2:00 pm
Industry Expert
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 facing foundations as well as recent developments in compliance. Create an action plan to:
- Address the compliance obligations of donor-advised fund
- Assess the requirements of perpetual endowments
- Improve your compliance across a range of issues
Find solutions to the most pressing compliance issues facing foundations
2:30 pm
2:30 pm
Speaker Spotlight
Leveraging your ESG Strategy to manage a dynamic portfolio
In recent times approaches to ESG investing have evolved considerably. In the past, investors and asset owners viewed ESG as a constraint to portfolio performance, however, now they see it as a way to provide effective risk management and to seize investment opportunities. As a result of this shift, asset managers are being asked to offer ESG strategies that mimic or improve upon the risk-return profile of a standard portfolio.
Join this session as our discussion explores:
- ESG integration in active investment
- Highlight key trends in performance
- Examine the impact of COVID-19 on ESG strategies and offer insights as to how ESG investment strategies will progress in 2021
2:45 pm
2:45 pm
NetworkingNetworking
Build Relationships, Network and Experience Unparalleled Peer-to-Peer Learning
Expand your network and engage in-depth learning with your peers. Take advantage of any format to further build your knowledge and networking base:
- “Drop-in” virtual Roundtable chats with up to 15 fellow delegates
- Cozy 3-4 person discussion
- Engage in 1:1 video conversation
3:15 pm
3:15 pm
PANEL DISCUSSION
Navigate Through Risk with Passive and Active Approaches to Investment
Indexed funds have suffered big losses through the recent market rout, yet so too have many active investment strategies. How investors should respond in the short and long term, can vary depending on many factors. Build your blueprint to:
- What does the data show on market and hedge fund contributions and returns
- Use the current volatility to map your hedging strategies
- Gauge the market decline based on various scenarios – and how to react to it
- Is passive still viable and should you stay the course
- Are active ETFs performing betterbetter than Active Management? THAN WHAT?
- Find a balance that can reduce risk yet not sacrifice returns
Create new opportunities to negotiate the market risks through passive and active approaches
3:45 pm
3:45 pm
Panel Discussion:
Impact Investments: Revise your Mission-Driven Impact Investment Strategies to Meet your Mandate
The pandemic has taken a financial toll on charities and foundations, with heavy impacts on donations and many of the fundraising events they rely on for income. However, many organizations are finding ways to drive their mission forward as well as engage with donors to build a more sustainable financial strategy going forward. Build your blueprint to:
- Partner with similar organizations to build reach in your community
- Find new methods of engagement, from naming rights to enterprise engagement strategies
- Deliver on your mandate even with volunteer and staffing challenges
- Find your authentic voice to improve engagement and advocacy
Create a strategy to build new fundraising capabilities post COVID-19
4:15 pm
4:15 pm