John is President and Chief Investment Officer of Bridgeport Asset Management, a Toronto based wealth management firm that offers a variety of investment strategies including those focused on private credit, private equity, private real estate and infrastructure and commercial litigation finance. Prior to starting Bridgeport in 2007, John was a Managing Director at Clairvest Group, a Toronto-based private equity firm, and worked in corporate finance, business valuation and audit at PricewaterhouseCoopers.
Stephanie is Head, Distribution & Marketing at Bridgeport Asset Management, a Toronto based asset management firm that offers a variety of investment strategies including those focused on private credit, private equity, private real estate and infrastructure and commercial litigation finance. Stephanie has over 20 years of industry experience in senior roles focused on providing best-in-class service to investors. She is involved in several industry-related organizations as an active member of working committees and boards, with primary goal of educating investors.
All Sessions by John FisherSee Full Agenda
Day 1: May 12, 2022
INDUSTRY EXPERT: INVESTMENT CHALLENGES
Creative Solutions for Small and Mid-Sized Investors to Access the Endowment Model Asset Mix
The Endowment Model has been tremendously successful for many years, leading to more large institutional investors taking up the model. Now small and mid-size foundations and endowment investors are increasingly able to also access the Endowment Model on the same basis as private asset managers have increased the number of investment options available to smaller institutions.
Learn more about how to implement this investment approach to diversify by geography across a variety of publicly traded and private asset investment segments to maximize portfolio investment returns and reduce volatility.
This session will explain how to build your action plan to:
- Increase your access to the endowment model regardless of your total investible assets
- Address the challenges small/mid size foundations and endowments face when implementing Endowment Model
- Explain how to implement solutions that will provide your foundation or endowment with the same access to private investments as larger institutional investors
Achieve your investment goals by accessing the returns enjoyed with the endowment model
Day 2: May 13, 2022