Zachary Schwartz

Head of Client Relations and Manager Research

Zach is Head of Client Relations and Manager Research at East West Investment Management, a private investment office. He previously worked at a Canadian multi-family office and at a New York-based fintech startup.

Zach is a director at the Canadian Society for the Weizmann Institute of Science and a member of its nominating committee.  He is the immediate past chair of Upper Canada College’s Wellbeing Committee and is now a member at large; he previously chaired the school’s young alumni network.  Zach served on the board of CAMH Engage, a young professionals’ advocacy and fundraising group that supports the Centre for Addiction and Mental Health.

Zach graduated from the University of Western Ontario, where he was a member of the Dean’s Honour List.  Zach lives in Toronto.  His dog, Monty, a Jack Russell/Rat Terrier mix, emigrated from Mexico.

All Sessions by Zachary Schwartz

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Day 1: May 3, 2023

2:15 pm

2:15 pm


How Do Foundations Responsibly Enhance Returns in the Current Environment?

There are growing pressures and new opportunities for foundations to both increase their distributions and preserve their capital in real terms. Attend this session for critical advice and post summit action points:

  • Preserving capital/avoiding capital erosion with the increase in the DQ and inflation
  • Alternative yield strategies as a replacement for some or all of a Foundation’s traditional fixed income portfolio
  • Governance considerations in allocating to Alternatives
  • Perspectives on Alternative allocations from different Foundation stakeholders (Trustees, Executives, Donors)

Day 2: May 4, 2023