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  • 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=t10_s1258 (2016-04-26)
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  • 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_s1251 (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=t10_s1250 (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=t10_s1244 (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=t10_s1241 (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=t10_s1247 (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_s1256 (2016-04-26)
    Open archived version from archive

  • Why Attend - Foundations East Summit
    Elevate your capacity to contribute to the common good and enhance donor relationships Investment Intelligence From Big Mid sized and Small Foundations Endowments Hear directly from notable Canadian and international foundations with assets ranging from the millions to the billions Learn what leading foundations universities and other respected institutional investors have done to maximize returns on their endowments and unrestricted funds Exclusive Case Studies Expert Insights and Panel Discussions Hear what tactics asset owners and investment experts are using to mitigate risks raise performance and achieve their mission Gain actionable insights and tools to emulate successes through a mix of case studies industry experts and panel discussions on highly relevant topics Interactive Dialogue with Investment Veterans and Peers Tap into the collective knowledge of our highly vetted conference speakers and your peers Take advantage of dedicated Q A time and interactive exercises to get feedback on improving your investment strategies and protocols WHO WILL YOU MEET Join thought leaders experts and professionals from across North America at this unique event Foundations Endowments Not For Profits Chief Investment Officer CEO President Executive Director VP Director Finance Investment CFO Investment Committees Board of Directors Trustees Treasurer Asset Managers and Money Managers Chief

    Original URL path: http://www.foundationendowment.ca/attending/who-attends/ (2016-04-26)
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