Annual Foundation, Endowment & Not For Profit Investment Summit

The Annual Foundation, Endowment & Not For Profit Investment Summit is an influential event that serves as a hub for Canada’s foremost institutional investors, investment committees, foundations, endowments, charities, and not-for-profit organizations. This summit is designed to tackle the pressing investment challenges of today and to foster resilient portfolios that are equipped for an uncertain future. Attendees will gain expert insights on a wide range of topics including asset allocation, private markets, fixed income, public equities, alternatives, and the evolving macroeconomic trends that are shaping the investment landscape. Furthermore, the summit aims to enhance governance and investment oversight by providing practical frameworks for fiduciary decision-making, manager selection, and effective collaboration among boards. The integration of AI, data, and technology in investment research and portfolio monitoring will also be a key focus, improving operational efficiency and enabling more informed decision-making.
In addition to traditional investment strategies, the summit emphasizes responsible and sustainable investing. Participants will explore real-world approaches to ESG (environmental, social, and governance) integration, impact investing, climate risk, and the alignment of investment portfolios with organizational values. Delegates will engage with peers from across Canada’s investment community, including CIOs, investment executives, and leaders from various charitable and not-for-profit organizations. Unique sessions will allow attendees to explore the multifaceted impact of investments, developing metrics that showcase the true value of their portfolios. Collaborations with organizations such as the Scarborough Health Network Foundation, Diabetes Canada, York University, The County Foundation, and the Indigenous Prosperity Foundation will provide insights on leveraging capital for long-term mission delivery and embedding equity and reconciliation into impact portfolios. This summit is not just an educational experience; it also provides a platform for networking and building connections among peers in interactive sessions, making it a vital event for those wishing to remain at the forefront of innovation in the investment sector. Attendees have consistently praised the event for its well-organized structure and the quality of speakers, highlighting the importance of such conferences for staying informed and connected in the rapidly evolving investment landscape.