Foundation_ Endowment _ Not For Profit

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					              8th Annual
               Foundation,
               Endowment &
               Not For Profit
                                                                                                       Summit
  Tuesday January 18th and Wednesday January 19th, 2011 | Metropolitan Hotel | Toronto, ON
         Mission-Driven Investing | Environmental, Social and Governance Investing | Managing Risk
      Investing in the “New Normal” | Meet Disbursement Obligations | Exploit Alternative Investments

 Hear from these leaders:




         Ron Ritter,                            Martin                  David Rosenberg,                  Avery Shenfeld,
   Director of Investments                  Garber-Conrad,           Chief Economist and Strategist,       Chief Economist,
        and Treasury,                     Chief Executive Officer,   Gluskin Sheff + Associates                 cIBc
   university of Alberta                 edmonton community
                                              Foundation

 SouRce                                                              SouRce
 updates, strategies, ideas, and                                     the NeWeST, MoST INNoVATIVe and
 innovations from these leaders:                                     critical information you need to optimize
 ❶ Mistra Foundation (Sweden)
                                                                     investment returns in these key areas:
                                                                     ❶ ASSeSS future investment returns in the near term
 ❷ University of Alberta
                                                                     ❷ SouRce strategies for employing Environmental,
 ❸ Edmonton Community Foundation                                       Social and Governance Investing
 ❹ Canadian Medical Foundation                                       ❸ LeARN how others are managing their asset allocation
 ❺ University of Victoria                                            ❹ eXPLoRe the elimination of the 10-year rule
                                                                     ❺ IMPRoVe operational governance
 ❻ CIBC
                                                                     ❻ oPTIMIZe your use of donor advised funds
 ❼ Gluskin Sheff + Associates                                        ❼ eXPLoRe the implications of outsourcing the CIO role
 ❽ Cambridge Associates                                              ❽ DeBATe the future of the advice landscape
                                                                     ❾ BuILD better systems for meeting disbursements
 ❾ Rodgers Investment Consulting
                                                                     ❿ FuLFILL your mandate and regulatory obligations
  Sponsors:


                             CGOV
                             ASSET MANAGEMENT




  Partners:




Register
 Today                 w w w. f o u n d a t i o n e n d o w m e n t . c a
The future of
your endowment
or foundation is
in your hands.
Gain a better understanding of how
to minimize risks, meet disbursement
requirements, develop better governance
practices, and maximize your returns
in today’s – and tomorrow’s – financial                           SouRce   the NeWeST, MoST INNoVATIVe and
markets.                                                          critical information you need to optimize
                                                                  investment returns in these key areas:
If you are involved in any aspect of foundation, endowment
                                                                  ❶ ASSeSS future investment returns in near term
and not for profit investing, this is an event too important to
miss.                                                             ❷ SouRce strategies for employing Environmental,
                                                                    Social and Governance Investing
Meet and learn from key investment leaders who will               ❸ LeARN how others are managing their asset
discuss their strategies for protecting capital and increasing      allocation
returns in this volatile market.
                                                                  ❹ eXPLoRe the elimination of the 10-year rule
Gain insight on asset management and portfolio strategies;        ❺ IMPRoVe operational governance
take advantage of new legal changes; benchmark against            ❻ oPTIMIZe your use of donor advised funds
your peers; and learn how to protect the long-term viability      ❼ eXPLoRe the implications of outsourcing the CIO
of your foundation, endowment, or not for profit.                   role
You have questions; we have solutions.                            ❽ DeBATe the future of the advice landscape
                                                                  ❾ BuILD better systems for meeting disbursements
Your next step, this conference!                                  ❿ FuLFILL your mandate and regulatory obligations

                                                                   And more!
SouRce updates, strategies, ideas, and
innovations from these leaders:                                   TAke AWAy 7 ADDITIoNAL benefits from this
❶   Mistra Foundation (Sweden)
                                                                  exclusive event:
❷   University of Alberta
                                                                  ❶   Learn from your peers and industry experts
❸   Edmonton Community Foundation
                                                                  ❷   Special asset allocation panel
❹   Canadian Medical Foundation
❺   University of Victoria                                        ❸   Extended networking opportunities
❻   CIBC                                                          ❹   Extensive Q&As
❼   Gluskin Sheff + Associates                                    ❺   Group discounts
❽   Cambridge Associates                                          ❻   Special keynote on investing in the “New Normal”
❾   Rodgers Investment Consulting                                 ❼   Complete binder of materials



Register Today – Space Is Limited and Sure To Sell out
Don’t miss your chance to participate in these critical discussions and to network with the leaders
in this changing field. Register for our limited spaces by calling 1-866-298-9343 or emailing
registrations@strategyinstitute.com today.
This conference is specifically designed for:                           Ensure Your Leadership with a
                                                                        Customized Sponsorship/Exhibit
                                                                        Package
       Foundations, Endowments, Not                                     By sponsoring this one-of-a-kind event, you can
       for Profits                                                      showcase your company as an industry LEADER.
                                                                        Ensure your presence is known. Select sponsorship
Chief Investment Officers, CEO's and Presidents,                        packages are still available. To learn more, contact
Directors and Managers of Finance, Executive Directors,                 Stephen Bernhut at 1-866-298-9343 x 240, or
Treasurers, Trustees                                                    email stephen@strategyinstitute.com.

•	   Gain perspective on where the economy is heading
•	   create real solutions to protect your capital                      Don’t take our word for it
•	   overcome recent challenges through creative investment
                                                                        Hear what your peers
•	   Develop new strategies in asset allocation
                                                                        have to say…
•	   Profit from socially responsible investing
•	   Fulfill your legal and filing obligations                          “It has been informative! Learning in more depth our
                                                                        obligation for meeting disbursement quota issue and
•	   Develop solutions for good board governance
                                                                        balancing that with presentation of enduring property.”
•	   Meet your disbursement obligations                                 - Dwayne Cleave, Treasurer, Lutheran Foundation canada
•	   Assess strategies for outsourcing the CIO role
                                                                        “Great series of speakers that addressed a variety of
                                                                        good topics.”
                                                                        - Karin Bara, CMA, Controller, university Hospital Foundation
                                                                        (edmonton)


       Fund Managers                                                    “Very interesting mix of relevant topics for all participants,
                                                                        nice amount of information, presentations and interactive
Chief Investment Officers, Directors and Manager                        participation from the audience.”
                                                                        - Shauna George, Assistant Vice President, Morgan Meighen &
of Investment, Managing Director, Principal, Vice                       Associates
President, Sales and Marketing
•	   Get on the short list: Make sure you are top-of-mind when
     institutions source fund managers
•	   Network with key decision-makers: Identify new
     opportunities and trends developed from new innovations
•	   Form new alliances: Generate new business &
     successfully collaborate with industry leaders
•	   Be on the leading edge: Establish yourself as a driver of
     innovation and measurable results




       Consultants
Chief Investment Officers, Directors and Managers of
Investment, Managing Director, Principal
•	   Rethink how you select investment managers
•	   enhance your value-add to your clients
•	   understand what economic challenges lie ahead

                                                                               Attend for
                                                                            FREE!
 About This conference:
 This Summit is the 8th conference in a series of annual events
 designed to improve financial stability in Canadian foundations,
 endowments and not for profits by bringing together leading
 experts from across North America. It brings peers together to share
 challenges and successes, and gives all stakeholders a clearer              Send 3 delegates and the
 vision of how they can make foundations, endowments and not for
 profits more financially secure for the benefit of all Canadians.
                                                                             4th delegate attends for FREE!
Day
       ONE                   Tuesday,
                             January 18th, 2011


7:30 AM                                                            10:00 AM
Registration Opens &                       Sponsored by:           Mid-Morning Networking Break
Continental Breakfast                                              Interact with conference speakers and fellow attendees and
                                                                   secure important new business contacts.
8:15 AM
                                                                   10:30 AM DISBuRSeMeNT PoLIcy
Opening Comments from Chairperson
                                                                   Prudent approaches to managing your endowment
          Kelly Rodgers,
          President,                                               spending to ensure long-term viability
          Rodgers Investment consulting                            Ensuring sufficient revenue to meet disbursement
                                                                   requirements is a perennial concern for foundations,
8:30 AM keyNoTe ADDReSS                                            endowments and not for profits. Negotiating the many factors
Investing in the “New Normal”: Where will superior                 that determine disbursement is complicated. Find out how to:
returns come from?                                                 •   Manage quotas and goals for long term sustainability
For the past few years, the markets have seen a lot of             •   Preserve capital in volatile markets
volatility; yet, they remain up over the last year. This session   •   Balance your capital and your mission – and meet
will provide an updated assessment of the investment market.           investment projections
Join us as we discuss the points of strength in the industry.      Take away insight and strategies for improving your
•   Obtain relevant lead ideas                                     organization’s disbursement policy.
•   Determine emerging investment opportunities                             Ron Ritter,
•   Assess the current investment market                                    Director of Investments and Treasury,
•   Discuss where the riskiest investments may be now                       university of Alberta
Create an investment strategy to manage your expected
                                                                   11:15 AM HeDGeD INcoMe
returns over the next year.
                                                                   What it is and why you should care.
          Avery Shenfeld,
          Chief Economist,                                         For 30 years, the one great trade has been to buy government
          cIBc                                                     bonds, roll them at maturity, count profits and outperform
                                                                   virtually all assets. Make no mistake, this trade is done and the
9:15 AM eTHIcAL INVeSTING                                          pendulum is swinging the other way. Bond yields are on the
                                                                   rise as debt ridden governments around the world compete
Environmental, Social and Governance (ESG)
                                                                   for capital - irrespective of inflation, deflation or otherwise. We
Investing: How to incorporate ESG factors while                    discuss this and other perils facing income investors.
meeting performance objectives
                                                                   •   Frame your income investing – a strategy review
Aligning your mission with your financial goals is an important    •   What are the threats to your income assets – risks
consideration for many organizations, not just those                   identified
endowments and foundations that focus on social wellbeing.         •   How to protect your income portfolio – hedged solution
The potential for above average return is possible; this session
                                                                   Is your portfolio ready? Review, debate and improve income
will look at how you can achieve above average returns
                                                                   strategy
through ethical investing.
                                                                            T Philip Mesman,
•   Understand the long-term benefits of ESG, and how to
                                                                            Portfolio Manager,
    capitalize on them                                                      Picton Mahoney
•   Compare ESG investment returns versus traditional
    models                                                         12:00 PM
•   Identify which asset classes carry the most favourable
                                                                   Networking Luncheon
    returns
                                                                   Join the conference speakers and your peers for a relaxing
Gain a better understanding of how to incorporate socially         luncheon.
responsible investing in your portfolio.
          Fredrik Gunnarsson,
          CFO,
          Mistra, The Foundation for
          Strategic environmental Research (Sweden)

    Register Today
 1-866-298-9343   registrations@strategyinstitute.com
                                                                     Day        ONE            Tuesday, January 18th, 2011

1:30 PM ASSeT MIX STRATeGy                                           3:30 PM MANAGING RISk
Rethinking your asset mix: An investment model for                   Risk Management: How to manage your risk
foundations, endowments and not for profits in the                   effectively?
new normal                                                           Of the many factors that concern organizations, most can be
Assembling a portfolio of risk-free, low-yielding assets may be      distilled down to risk management. Risk management is most
the right strategy for mitigating the volatility of markets. But     concerning in the context of investment strategy. From the
today, such static strategies are giving way to more flexible        resurgence of the markets to new innovations in investment
– and higher yielding – asset mixes. In this session, you will       strategy, this session will address some of the most important
learn how:                                                           factors in risk assessment.
•    A portfolio of primarily equity income securities can deliver   •   What are the risks you should be aware of
     an attractive return profile                                    •   Analyze current and future risk factors – and why risk can
•    The regular cash distribution built into returns can fund           be good
     disbursements                                                   •   Determine how much risk you can or should take on to
•    Non-Canadian instruments are best for producing such                meet performance objectives
     favourable returns                                              •   Reassess your current investment strategy and risks
                                                                     •   Examine the many asset alternatives as a strategy to
Discover how rethinking your asset mix can yield higher
                                                                         minimize risk
returns in the new normal.
                                                                     Take away options to enhance your investment plan while
          Eric Bushell,
                                                                     meeting your disbursement goals.
          Chief Investment Officer,
          cI Investments                                                       Sheila Norman, CFA
                                                                               Portfolio Manager & Partner,
2:15 PM MISSIoN - DRIVeN INVeSTING                                             cGoV Asset Management
How to implement Community Investments and
Mission-Driven Investments and employ them                           4:15 PM GoVeRNANce PoLIcy
effectively                                                          Governance and Compliance Challenges for
                                                                     Foundations in 2011
Mission-driven investing is gaining more attention lately, not
only because it advances a foundation or charity’s cause, but        2011 is promising to be one of the busiest years for
because it can also receive market value returns. Learn how          governance changes with new non-profit corporate acts both
your organization can:                                               in Ontario and at the Federal level. Understand how these
                                                                     shifts may or may not affect your organization. Topics include:
•	   Implement a mission-driven investment strategy
•	   Meet your financial goals                                       •   Federal and Ontario corporate law changes
•	   Further your mission                                            •   DQ changes and higher and more subjective expectations
                                                                     •   Fundraising rules
Understand the intricacies of mission-driven investment and          •   Appropriate receipting
learn how to implement them at your organization.                    •   Tax shelters and schemes - tax avoidance versus tax
          Martin Garber-Conrad,                                          evasion
          Chief Executive Officer,                                   •   Foundations dealing with non-qualified donees (“foreign
          edmonton community Foundation                                  grantmaking”) - praise or penalties
                                                                          checklist of compliance concerns and red flags
3:00 PM
                                                                               Mark Blumberg,
Mid-Afternoon Networking Break                                                 Partner,
Interact with conference speakers and fellow attendees. Share                  Blumberg Segal, LLP
your thoughts on the day’s sessions.
                                                                     5:00 PM
                                                                     Social Activities
                                                                     Unwind and mingle with the delegates and speakers at our
                                                                     “exclusive” end-of-the-day gatherings. Bring your business
                                                                     cards!




     Register online
w w w. f o u n d a t i o n e n d o w m e n t . c a
Day
      TWO                      Wednesday,
                               January 19th, 2011

7:30 AM                                                             10:00 AM
Registration and                             Sponsored by:          Mid-Morning Networking Break
Continental Breakfast                                               Interact with conference speakers and fellow attendees and
                                                                    secure important new business contacts.

8:15 AM                                                             11:15 AM ouTSouRcING oPTIoNS
Opening Comments From Chairperson                                   When and how to outsource the CIO role in your
Kelly Rodgers,                                                      organization – and make it work
President,
Rodgers Investment consulting
                                                                    It is common for smaller organizations to outsource the CIO
                                                                    function, given their size. Now, larger organizations are looking
                                                                    at following suit. What does this mean for foundations and
8:30 AM keyNoTe ADDReSS
                                                                    endowments over the next few years?
Understanding the role deflation, deleveraging, and
                                                                    •   Understand how governance and investment committees
demographics will play in portfolio selection
                                                                        play a role in outsourced CIOs
After years of debt-fueled boom times, with high returns            •   Determine what strategy works best for your organization:
enjoyed by exuberant investors, the next few years may be               active vs. passive management
starkly different. With shifts in demographics, more focus on       •   Understand how outside CIOs work with endowments
deleveraging, and the possibility of deflation still threatening,       and foundations
portfolio selection strategies must be retooled.
                                                                    Determine if and how outsourcing the CIO function can work
•   How could deleveraging affect growth and returns in the         in your organization.
    coming years?
                                                                             Bruce Myers,
•   What strategies can you employ to hedge against
                                                                             Managing Director,
    deflation?                                                               cambridge Associates
•   What affect will demographics have on portfolio
    selection?                                                      11:15 AM
Gain a better understanding of how the macro economic               Implementing Advanced Institutional Strategies Using
climate will affect portfolio selection in the coming years.        ETFs
          David Rosenberg,                                          Exchange Traded Funds (ETFs) are much more than low-
          Chief Economist and Strategist,
          Gluskin Sheff + Associates Inc.
                                                                    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
9:15 AM ASSeT MANAGeMeNT PANeL                                      pension funds and financial institutions.
Understand how to manage your asset allocation
                                                                    •   Industry overview of how ETFs are currently being used
more effectively in the “New Normal”                                •   How to use ETFs to reduce risk and potentially enhance
There is increasing talk about how returns over the next                asset allocation
decade will not match those of the previous decade, and that
                                                                    Take away information on how to use ETFs as part of your
investors must be prepared for the “new normal.” If returns are
                                                                    asset allocation
expected to be lower, how should you structure your asset
allocated to maximize your returns?                                          Chris Sheridan, CFA,
                                                                             Vice President of institutional Sales,
•   Compare how various instruments (real assets, equities,                  Horizons exchange Traded Funds
    REITs, alternatives, etc.) can work for or against you
•   Assess which alternative investments should be
                                                                    12:00 PM
    employed
•   Determine if you should or can invest in niche products         Networking Luncheon
                                                                    Join the conference speakers and your peers for a relaxing
Improve your knowledge of asset allocation and learn how            luncheon.
your organization can profit.
Andrew Coward,                   Brian Hiestand,
Assistant Treasurer,             Chief Investment Officer,
university of Victoria           college of William and Mary
    More to come

    Register Today
 1-866-298-9343   registrations@strategyinstitute.com
                                                                   Day TWO                     Wednesday, January 19th, 2011

1:30 PM DoNoR ADVISeD FuNDS                                        3:30 PM LeGAL uPDATe
Satisfying Donor Needs and Building Charitable                     Elimination of the 10-year rule: What are the
Impact Through Donor Advised Funds                                 implications for your organization?
Donor Advised Funds (DAFs) are growing in popularity among         The Canadian government has made recent and significant
Canadian donors looking for more control over their charitable     changes to the so-called 10-year rule, in which endowments
giving. Offered by community foundations, financial institutions   are restricted in disbursing money for 10 years. With the
and other charities, these endowment funds are garnering the       elimination of this rule, endowments now have more flexibility.
attention of thousands of donors from coast to coast. This         Find out what this can mean for your foundation.
session will provide:                                              •   Understand how the elimination of the 10-year rule can
•   A history of this offering                                         become a “change changer”
•   Information on how they fit into the spectrum of charitable    •   Determine how best to structure your endowment now
    giving options                                                 •   Assess what the implications could be for donor
•   Basic mechanics and providers of DAFs                              agreements
•   Information on how DAFs are invested                           •   Create an action plan for your medium and long-term
•   Information on how to partner with DAF providers to                plans
    ensure your charitable organization remains a giving           Be aware of the latest developments in endowment flexibility
    option                                                         and learn how to capitalize on it.
Be aware of the use of donor advised funds in your                 Susan Manwaring,
investment strategy.                                               Partner,
          Bruce Hill,                                              Miller Thomson, LLP
          Director of Leadership Giving,
          canadian Medical Foundation                              4:00 PM
                                                                   Conference Adjourns
2:15 PM coNSuLTANT SeLecTIoN
How to negotiate the changing face of the advice
landscape
As consultants continue to merge, where to get the right
advice is becoming more confusing for many organizations.              Metropolitan Hotel Toronto
Join us as we discuss what this means to foundations and
endowment over the coming years.
                                                                       108 Chestnut St. Toronto, ON, CANADA M5G 1R3
                                                                       (near the corner of Armoury and University Ave.)
•   What does the changing landscape mean for small and                Call toll-free: 1-800-668-6600
    large organizations?
•   Who are the players in this field?
•   What questions do you need to ask when seeking                     Our conference venue is situated at the centre of the city's
    advice?                                                            financial and shopping districts at The Metropolitan Hotel
•   What information do you need to make informed                      Toronto. This premier downtown hotel offers a quiet retreat set
    decisions?                                                         amongst a vibrant urban locale.
Assess the changing face of the advice landscape.
          Kelly Rodgers,                                                 Staying at the hotel has advantages:
          President,
          Rodgers Investment consulting
                                                                         ① Steps away from networking activities
3:00 PM                                                                  ② Just a few blocks away from shopping, theatre and
                                                                          downtown Toronto attractions
Mid-Afternoon Networking Break                                           ③ Complimentary morning downtown limousine shuttle
Interact with conference speakers and fellow attendees. Share            ④ Excellent fitness center and swimming pool
your thoughts on the day’s sessions.

                                                                        Book your accommodations before December 22nd, 2010 by
                                                                        calling toll-free 1-800-668-6600 to take advantage of the Strategy
                                                                        Institute rate of $147/night. Book your room early as this block
                                                                        will sell out!

    Register online
w w w. f o u n d a t i o n e n d o w m e n t . c a
                                                         8th Annual
                                                                Foundation,
                                                                Endowment &
                                                                Not For Profit
                                                                                                                                                                                                     Summit
                                              Tuesday January 18th and Wednesday January 19th, 2011 | Metropolitan Hotel | Toronto, ON
                                                      Mission-Driven Investing | Environmental, Social and Governance Investing | Managing Risk
                                                   Investing in the “New Normal” | Meet Disbursement Obligations | Exploit Alternative Investments

                                   ATTENTION MAILROOM: If undeliverable to addressee, please forward to:
                                   CIO, Director or Manager of Finance or Investment,                                                                                                                      EaRLY BiRd
                                   Executive Director
                                                                                                                                                                                                          SavingS
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                                   Please register this person for:                                                                                                                                     HOW TO REGISTER
                                   8th Annual Foundation, Endowment & Not For Profit Investment Summit
                                                                                                                                                                                                        Phone: 1-866-298-9343 (Toll-free)
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                                                                                                                                                                                                        Mail: Strategy Institute
                                                                                                                                                                                                        401 Richmond St. West. Suite 401
                                              Foundation, Endowment,                                                                                                                                    Toronto, Ontario M5V 3A8
                                                                                 ❏ $ 595                          ❏ $ 695                                        ❏ $ 795
                                                 and Not For Profit


                                                  Regular Investment             ❏ $1,695                          ❏ $1,795                                      ❏ $1,895                            Special investment: Foundation, Endowment,
                                                                                                                                                                                                     and Not For Profit: $795.00 (plus 13% HST)
                                                                                                                                                                                                     To be eligible for Special Pricing you must work directly for a
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                                         ContaCt details

                                   2
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                                                                                                  Disclaimer: Strategy Institute reserves the right to change or adjust the agenda without notice.   Conference Code:111001

				
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