archive-ca.com » CA » F » FOUNDATIONENDOWMENT.CA

Total: 69

Choose link from "Titles, links and description words view":

Or switch to "Titles and links view".
  • Home - Foundations East Summit
    Best Medicine Campaign Valerie is also past CEO of the Canadian Olympic Foundation Valerie has a personal passion for organizations supporting children and youth at risk Working within complex multi stakeholder institutions she has repeatedly proven her ability to strategically lead organizations in achieving their goals Valerie has extensive experience working with boards marketing and brand development donor and volunteer relationships and the execution of major fundraising programs Valerie received her Bachelor of Arts Honours degree in Political Science from Queen s University Jack J Bensimon Chair Endowment Fund Technion Canada Technion Israel Institute of Technology View bio View session A Practical Implementation Guide to Improve Your Money Manager Search Selection and Evaluation How to Develop a Risk Approach to Investment and Protect Your Mission Jack J Bensimon Chair Endowment Fund Technion Canada Technion Israel Institute of Technology Jack J Bensimon is a securities law banking law professional with over 20 years experience in the securities industry He advises banks broker dealers fixed income dealers MSBs ATS regulators trust and insurance companies Portfolio Managers EMDs IFMs mutual funds energy companies and issuers He has testified as an expert Anti Money Laundering AML witness for a major banking litigation case before the Canadian Competition Tribunal in Ottawa Jack chairs the Technion Canada Endowment Fund on behalf of the Technion Israel Institute of Technology a leading university medical school with investment returns funding innovative lab projects He also co hosts a radio show Money and Business 1650 am in Montreal focusing on Securities Law Baking Law issues for investors Jack teaches Business Law Advanced Business Law Securities Law part time at York University School of Administrative Studies to prospective Chartered Professional Accountant CPA students in the commerce stream Jack is a graduate of the University of Toronto Faculty of Law Master of Laws LLM in Business Law and completed both his General LLM and Securities Law LLM at Osgoode Hall Law School York University Jack is also a graduate of the University of Pennsylvania The Wharton School of Business in a graduate program in investment management He completed his B A Hon Economics Math at the University of Toronto Bruce Lourie President Ivey Foundation View bio View session Bruce Lourie President Ivey Foundation Bruce is president of the Ivey Foundation a private charitable foundation in Canada and a Director of the Independent Electricity System Operator Philanthropic Foundations Canada Canadians for Clean Prosperity and the San Francisco based Consultative Group on Biological Diversity He sits on the Advisory Board of Canada s Ecofiscal Commission Bruce is the co author of two best selling books including the internationally acclaimed Slow Death by Rubber Duck a Fellow of the Royal Geographical Society of Canada and an honorary director of the Canadian Association of Physicians for the Environment In 2014 Bruce received Earth Day Canada s Outstanding Commitment to the Environment Award and was named to Canada s Clean 50 group Bruce is a founder of a number of for profit and non profit organizations including

    Original URL path: http://www.foundationendowment.ca/ (2016-04-26)
    Open archived version from archive


  • Email Protection | CloudFlare
    is protected by CloudFlare Email addresses on that page have been hidden in order to keep them from being accessed by malicious bots You must enable Javascript in your browser in order to decode the e mail address If you have a website and are interested in protecting it in a similar way you can sign up for CloudFlare How do spammers get email addresses How does CloudFlare protect email

    Original URL path: http://www.foundationendowment.ca/cdn-cgi/l/email-protection (2016-04-26)
    Open archived version from archive

  • Speakers Archive - Foundations East Summit
    to maintain a large pension plan national operating and grant budgets and significant investment holdings Prior to his move to the nonprofit sector in 2008 he worked in the financial services industry for over 25 years where he specialized in operations management and business reengineering Erik has been active in the nonprofit sector for over 30 years particularly in the area of affordable housing He is currently President of the Atkinson Community Foundation treasurer of the Rosedale Moore Park Community Association Mooredale and also serves on committees with Woodgreen Community Services the Toronto Christian Resource and his home congregation Rosedale United Greg Romundt President CEO Centurion Asset Management Inc View bio View session Greg Romundt President CEO Centurion Asset Management Inc Mr Romundt is the founder and President of Centurion Asset Management Inc Centurion Apartment REIT and Centurion Real Estate Opportunities Trust which collectively manage over 1 billion of assets He has been engaged in investment in residential real estate since 1997 and investments and financial markets since 1991 He has real estate investment experience in Singapore Britain Australia China and Canada From 1991 to 1997 he worked for Citibank in Toronto New York and Singapore as a financial derivatives trader in interest rate derivatives major and emerging currencies and exotic derivatives From 1997 to 2001 he worked for AIG International Group in Hong Kong Britain and Singapore as head of emerging market derivatives and then as Senior Vice President and Partner Emerging Markets He was the group risk manager overseeing all of the firm s positions in emerging markets and was a member of the risk management committee Mr Romundt is a member of the Board of Directors for NEMA National Exempt Market Association He graduated from the Richard Ivey School of Business at the University of Western Ontario with an HBA in 1991 Mr Romundt was nominated for and was a finalist in the Ernst Yong 2014 Entrepreneur of the Year award He was named CEO of the Year in 2015 by Canadian Apartment Magazine Greg Zaludek Director Global Structured Products BMO Capital Markets View bio View session Greg Zaludek Director Global Structured Products BMO Capital Markets Greg Zaludek is Director of Sales at BMO Capital Markets in their Global Structured Products Group His role involves working with Investment Advisors of Financial Institutions Private Wealth Managers and Family Offices as well as directly with institutional and corporate clients After being in the financial services industry for over 20 years his background is quite diverse Not only does it include in depth knowledge of the various structured solutions available to investors from his group but also includes experience in trading and analysis of various equity and interest rate derivatives from previous roles This technical experience allows him to provide balance and understanding not only on the strategies they create but also provide context analysis and comparison to other more traditional asset classes Jack J Bensimon Chair Endowment Fund Technion Canada Technion Israel Institute of Technology View bio View session A Practical Implementation Guide to Improve Your Money Manager Search Selection and Evaluation How to Develop a Risk Approach to Investment and Protect Your Mission Jack J Bensimon Chair Endowment Fund Technion Canada Technion Israel Institute of Technology Jack J Bensimon is a securities law banking law professional with over 20 years experience in the securities industry He advises banks broker dealers fixed income dealers MSBs ATS regulators trust and insurance companies Portfolio Managers EMDs IFMs mutual funds energy companies and issuers He has testified as an expert Anti Money Laundering AML witness for a major banking litigation case before the Canadian Competition Tribunal in Ottawa Jack chairs the Technion Canada Endowment Fund on behalf of the Technion Israel Institute of Technology a leading university medical school with investment returns funding innovative lab projects He also co hosts a radio show Money and Business 1650 am in Montreal focusing on Securities Law Baking Law issues for investors Jack teaches Business Law Advanced Business Law Securities Law part time at York University School of Administrative Studies to prospective Chartered Professional Accountant CPA students in the commerce stream Jack is a graduate of the University of Toronto Faculty of Law Master of Laws LLM in Business Law and completed both his General LLM and Securities Law LLM at Osgoode Hall Law School York University Jack is also a graduate of the University of Pennsylvania The Wharton School of Business in a graduate program in investment management He completed his B A Hon Economics Math at the University of Toronto Jordan Gildersleeve Senior Associate Social Impact Bond Lead MaRS Centre for Impact Investing View bio View session Jordan Gildersleeve Senior Associate Social Impact Bond Lead MaRS Centre for Impact Investing Jordan is a Senior Associate and Social Impact Bond lead for the MaRS Centre for Impact Investing He provides advisory to clients and is responsible for testing and executing on outcome finance opportunities across Canada Prior to joining MaRS Jordan was with The Boston Consulting Group in Toronto At BCG Jordan worked across a number of industries including Retail Financial Services and with Nonprofit Organizations He has also spent time in Colombia doing independent consulting work for a vocational school in Bogota Colombia Jordan holds a Bachelor of Commerce degree in Finance from the University of British Columbia and also spent time at the Prague School of Economics Martin Leclair Vice President CFA Proteus View bio View session Martin Leclair Vice President CFA Proteus Martin joined Proteus in January 2012 to lead the development and promotion of Proteus plan member education and consultation program Martin plays a key role in developing and maintaining institutional client relationships and works as a part of Proteus business development team Martin earned his Chartered Financial Analyst CFA designation in 2000 is a member of both the Toronto and Montreal CFA Society and is the Chair of the Canadian Pension and Benefits Institute CPBI of Ontario Council Prior to joining Proteus Martin held various leadership roles at major

    Original URL path: http://www.foundationendowment.ca/speakers/ (2016-04-26)
    Open archived version from archive



  • Resources & Ideas - Foundations East Summit
    Ideas Download Media Kit Tell me more on who I ll meet Name Job Title Company Tel Email Downloads Mobile health in the community MovingLife Project and mHealth Remember me Yes Phone This field is for validation purposes and should be left unchanged Download Resources Strategy Institute Privacy policy Cookie Policy Contact us Website Design by Strategy Institute Strategy Institute is an established leader in delivering timely knowledge and best

    Original URL path: http://www.foundationendowment.ca/resources-and-ideas/ (2016-04-26)
    Open archived version from archive

  • Contact us - Foundations East Summit
    Company Tel Email Message Title of Presentation Presentation Type Keynote Case Study Panel Peer to Peer Workshop Topic Abstract Brief Biography Remember me Yes Email This field is for validation purposes and should be left unchanged Submit Strategy Institute 401 Richmond St West Suite 401 Toronto Ontario M5V 3A8 Tel 1 866 298 9343 ext 200 E Mail email protected Strategy Institute Privacy policy Cookie Policy Contact us Website Design

    Original URL path: http://www.foundationendowment.ca/contact-us/ (2016-04-26)
    Open archived version from archive

  • Program - Foundations East Summit
    Foundation How to Implement Currency Hedging to Protect Your Gains Terry Caputo VP CFO Mount Sinai Hospital Foundation More info Is currency hedging right for your foundation given your currency exposures Are there valid strategies and are these worth the cost Learn lessons your organization can apply from this foundation s journey and compromise to protect its gains against currency risk Hear how to Investigate the value proposition of currency hedging for your foundation Find the right balance and decide how much to hedge Ensure management can move investment committee decisions forward Find out about best practices in currency hedging Terry Caputo VP CFO Mount Sinai Hospital Foundation 2 30 PM Foundations Roundtable Foundation and Endowment Management Harness Evolving Opportunities and Overcome Critical Challenges Valerie McMurtry President CEO Children s Aid Foundation Bruce Lourie President Ivey Foundation Kelly Rodgers President Rodgers Investment Consulting More info Growing philanthropic needs combined with persistent economic pressure challenge today s foundations to achieve more with less Gather practical wisdom from foundation leaders to fulfill fiduciary duties improve efficiency and deliver on mission Amplify your efforts to Fortify governance through a holistic management framework Collaborate effectively with investment and finance committees Cultivate donor relationships and development capacity Explore partnerships and resource pooling to reduce demand Overcome organizational and fiscal challenges for your foundation Valerie McMurtry President CEO Children s Aid Foundation Bruce Lourie President Ivey Foundation Kelly Rodgers President Rodgers Investment Consulting 3 15 PM Mid Afternoon Networking Break 3 45 PM Industry Expert The Evolution of Structured Products and How They Can Help Manage Risk and Returns Greg Zaludek Director Global Structured Products BMO Capital Markets More info The balance between risk and potential return is an important consideration for any investor not to mention for foundations and endowment funds Balancing these two factors to ensure capital is preserved and funding requirements are met can be a challenge In this session you will learn how customized structured products can help you manage the risk and return of your portfolio Learn about the origins of structured products Understand how the asset class has evolved Observe scenarios addressing different circumstances of risk and desired return Gain a greater understanding of the tools available to you in managing your portfolios Greg Zaludek Director Global Structured Products BMO Capital Markets 4 15 PM Financial Services Expert Understanding the Financial Services Marketplace Kelly Rodgers President Rodgers Investment Consulting More info The financial services industry is becoming increasingly complex As a result the roles of different types of firms are becoming blurred which can result in conflicts of interest Learn how to Identify the types of firms that will be looking for your business Understand various firm offerings Select the firms and services are appropriate for your needs Gain an understanding of the financial services that can benefit your organization Kelly Rodgers President Rodgers Investment Consulting 4 45 PM Conference Adjourns to Day Two 4 50 PM Drinks Reception January 19 2016 January 20 2016 8 00 AM Registration and

    Original URL path: http://www.foundationendowment.ca/program/ (2016-04-26)
    Open archived version from archive

  • Gallery - Foundations East Summit
    Attend Sponsor Resource Centre Contact us Gallery Strategy Institute Privacy policy Cookie Policy Contact us Website Design by Strategy Institute Strategy Institute is an established leader in delivering timely knowledge and best practices in multiple industries for over 20 years

    Original URL path: http://www.foundationendowment.ca/gallery/ (2016-04-26)
    Open archived version from archive

  • Current Sponsors - Foundations East Summit
    discover best in class ideas for our clients portfolios Our independent research platform delivers best in class institutional asset managers with mutual fund vehicles to DC participant Our dedicated Pension Practice has over 30 years of experience advising retirement plans Wifi Sponsor Wifi Sponsor View website Silver Heights Capital Management Silver Heights Capital Management is an exclusive discretionary investment counsellor focused on creating alpha through high conviction absolute return investment management Founded in 2006 and based in Toronto we manage assets for affluent families individuals and select institutions across Canada A founding principle of our firm is an investment first ethos We apply a time tested rational business minded approach to investing It is our belief that the optimal approach to safely growing capital is to have the greatest exposure to our best ideas We therefore seek to invest in high quality businesses only acquiring shares when prices are below the intrinsic value of the business When we find these opportunities we will take concentrated positions with the objective of achieving superior risk adjusted absolute returns while preserving our clients capital and growing it over time Silver Heights never has and does not use leverage We believe that alignment between our clients interests and our interests achieves the best results Silver Heights co founders principals and senior management have over 95 of their liquid net worth in the same securities held by Silver Heights clients To learn more about Silver Heights please visit our website www silverheights com Bronze Bronze View website Foyston Gordon Payne Inc Foyston Gordon Payne Inc FGP is a value style investment management firm whose philosophy is based on its view that earnings always matter FGP believes that high quality sustainable earnings should contribute to producing excellent longer term value added results The firm s portfolio managers and analysts use a strict discipline to ensure they do not overpay for earnings Valuation is the key focus and is the primary determinant of the excellent long term results provided to FGP s clients FGP s research analysts form the core of the firm s research and analysis The analysts focus is to generate new investment ideas by putting stocks and bonds through screens for value characteristics quality attributes and recent price changes They also keep a close eye on securities already in the portfolio The portfolio managers make the final decisions on new additions to the portfolios they manage They look for input and constructive criticism from their analysts and the Investment Committee and weigh that input before making a final decision Within the portfolio the portfolio managers use a model weighting system that takes into consideration input from the analysts in addition to their own judgment of each security s best overall value in the portfolio Bronze View website Jarislowsky Fraser Jarislowsky Fraser Limited is one of Canada s leading investment firms for Foundations and Endowments Founded in 1955 as a research boutique it manages the portfolios of foundations pension funds corporations and individuals in Canada

    Original URL path: http://www.foundationendowment.ca/sponsors-partners/current-sponsors/ (2016-04-26)
    Open archived version from archive



  •