Agenda - Day 2

• 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 

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.   

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. 

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

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. 

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

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

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 

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