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STRATEGY INSTITUTE: Summit on Foundation, Endowment & Not For Profit Investment West
June 14, 2017—June 15, 2017
Falling oil prices, TSX turmoil and a weakened Canadian dollar – do you have a plan in place to protect your portfolio?
At this exclusive and top event in Canada, source strategies to help you diversify your investments and navigate a rapidly shifting economic landscape.
Your donors are concerned and you need to deliver on your mandate.
Act now to establish a cohesive plan to mitigate risks, maximize returns and lower your cost per dollar in financial downturns.
Specifically created for Foundations, Endowments and Not for Profits, gain practical wisdom to:
• Reassess portfolio asset allocation to increase returns
• Weather volatility by exploiting non-traditional growth opportunities
• Deliver meaningful impact through Responsible Investing
• Solidify long-term relationships with your donors
• Identify the optimal spending rate for your organization
• Develop a blueprint to help your Foundation, Endowment or Not for Profit continue to achieve its mandate and benefit generations to come!