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".
  • 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/?tab=t11_s1265 (2016-04-26)
    Open archived version from archive


  • Testimonials - Foundations East Summit
    Several good take aways for positive change in our organization Glen Rottray VP Fiera Capital Broad scope and variety of topics keeps session interesting J Majur CFO Kings University College Interesting to hear from others and seeing the similar situations they are experiencing David Pasquiro Financial Consultant St Josephs Health Care Foundation It has been informative Learning in more depth our obligation for meeting disbursement quota issue and balancing that with presentation of enduring property Dwayne Cleave Treasurer Lutheran Foundation Canada Great series of speakers that addressed a variety of good topics Karin Bara CMA Controller University Hospital Foundation Edmonton Very interesting mix of relevant topics for all participants nice amount of information presentations and interactive participation from the audience Shauna George Assistant Vice President Morgan Meighen Associates Very informative with good to great speakers A very strong Canadian perspective not normally available Harry Feldman Investment Committee Foundation DV Grand Montreal Good speakers hearing from the foundations endowment is great Jock Fleming VP Burgundy Excellent discussions I enjoyed the disbursement policies risk management strategies legal develop and CRA the nosy Answered a number of questions we are struggling with Cathy Knox Financial Admin Officer WPSHC Foundation Excellent and varied content Peter Clement Executive Director ERS Youth Development Corp TREE Foundation Very diverse speakers with excellent knowledge you have brought engaging and knowledgable speakers I have learned a great deal mostly relevant Don Dart Sr VP Funding and Corporate Services Alberta College of Arts and Design Very informative An overview of the growth of the global economy and most importantly the new procurement act Richard Whyte Director Finance and Business Development Community Micro skills Development Centre The lineup of speakers is very impressive they all delivered It was great to hear from the different foundations investments and the challenge they face

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

  • Top 5 Reasons to Speak - Foundations East Summit
    is an unparalleled platform for you to share your expertise insights and lessons learned Build Your Profile And Grow Your Career As a chosen speaker you gain tremendous exposure across all of our conference marketing and promotion channels This includes your profile in our printed brochures distributed across relevant organizations on the conference website through internal and partner emails articles social media and more Network With Industry Leaders Take advantage of the opportunity to reconnect with your industry contacts plus make new ones Meet all the stakeholders at one time in one place and foster relationships that you can turn to in the years to come Exchange ideas and best practices Raise Your Organization s Profile Promote your organization s success and leadership within the government and private sectors Our marketing and promotion efforts will showcase your company alongside top tier leaders and innovators Attend Complimentary And Learn Stay on top of the latest trends news and best practices in your industry Our conferences feature a prestigious lineup of speakers from across North America and cover the most relevant and timely topics Partake in the learning to further your professional development and your organization s competitive advantage Top Conference Differentiators

    Original URL path: http://www.foundationendowment.ca/top-5-reasons-speak/ (2016-04-26)
    Open archived version from archive



  • Privacy policy - Foundations East Summit
    to opt out of further mailings As you browse Strategy Institute s Foundations East Summit website advertising cookies will be placed on your computer so that we can understand what you are interested in Our display advertising partner AdRoll then enables us to present you with retargeting advertising on other sites based on your previous interaction with Strategy Institute s Foundations East Summit website The techniques our partners employ do

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

  • Cookie Policy - Foundations East Summit
    for things like shopping carts and provide anonymised tracking data to third party applications like Google Analytics As a rule cookies will make your browsing experience better However you may prefer to disable cookies on this site and on others The most effective way to do this is to disable cookies in your browser We suggest consulting the Help section of your browser or taking a look at the About

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

  • Venue Information - Foundations East Summit
    fine wines and aged cheeses in our legendary cheese cave one of only two that exist in Canada housing more than 35 carefully sourced gourmet selections Finally return to your luxurious guest room draw back your curtains and bask in the stunning views of CN Tower and David Pecaut Square At The Ritz Carlton Toronto you will discover what it means when a luxury hotel plays to all five senses We invite you to the total sensory experience what awaits you here in our Five Diamond hotel Maximize your networking opportunities by staying at the same hotel as the conference Benefits of staying at the hotel include Networking Onsite social activities for conference attendees and speakers Upscale Amenities Luxury spa fitness centre and three acclaimed restaurants right in downtown Location Located near many of Toronto s most popular attractions including the Air Canada Centre TIFF Bell Lightbox CN Tower and the Entertainment District Accomodations Guest rooms feature modern furnishings spacious baths heated floors and stunning views of the downtown Toronto skyline To make your reservations please contact The Ritz Carlton Toronto The Ritz Carlton Toronto 181 Wellington Street West Toronto Ontario M5V 3G7 Canada Direct 416 585 2500 Reservations 1

    Original URL path: http://www.foundationendowment.ca/attending/venue-information/ (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/?tab=t11_s1263 (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/?tab=t37_s1273 (2016-04-26)
    Open archived version from archive



  •