21st Annual Foundation Endowment & Not For Profit Investment Summit
03
May
-
04
May
2023
When
Toronto

Canada
Where

The 21st Annual Foundation, Endowment & Not for Profit Investment Summit returns to Toronto in 2023 with speakers from top North American organizations. Secure your spot today and:

Evaluate your asset class allocation to drive financial performance.
Effectively prepare for the disbursement quota changes.
Asses your investment portfolio ahead of the drive to net zero.
Rethink your investment decisions through our dynamic event format.
Get your ticket to join Canada’s top foundation, endowments, not for profits and charitable organizations, including City Central Foundation, National Public Pension Fund Association, Guelph Community Foundation, Inspirit Foundation and Environmental Defence.

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03 - 04 May 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Vice President, Finance & Administration
President & CEO
Senior Vice President, Finance and Business Operations
Vice President & Portfolio Manager, Currency Strategy and Co-Head of Fixed Income
Director of Finance and Impact Investment
Senior Manager, Climate Finance
Chief Executive Officer
Managing Director, Head of Equity
Founder & Managing Director
Chief Investment Officer, Delegated Solutions, Global Chair of Equities
Managing Director & Senior Vice President, Sales

Sponsors and Exhibitors
Brand, Media and Promotional Partners

SEI

SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry.

AGF Investments

AGF Investments offers investment management services to Canadian and international investors through our advisor, institutional and private counsel businesses.

Ninepoint Partners

Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification.

Desjardins

Desjardins Group is the leading cooperative financial group in Canada and the fifth largest cooperative financial group in the world with assets of $227 billion. It has been rated one of Canada’s top 100 employers by Mediacorp Canada.

Ortec Finance

Ortec Finance delivers leading technologies and solutions for investment decision making to financial institutions around the world. These technologies and solutions enable you to manage the complexity of investment decisions.

Fiera Capital

Fiera Capital is a leading independent asset management firm with a growing global presence and approximately CAD 158.5 billion in assets under management as of December 31, 2022.

Aginvest Properties Canada Inc

AGinvest Farmland Properties Canada ("AGinvest") is a farmland investment manager with a mission to serve both investors seeking a superior alternative investment and farm families seeking a farm-centric capital partnership.

The team at AGin

East West Investment Management

Founded in 2009 by Richard Phillips, former Global Co-Head of Capital Markets and Deputy Chairman of CIBC WM.

Manage assets on behalf of Family Offices and HNW Canadians.

Registered with the applicable securities regulators as an Invest

Cibc Asset Management

At CIBC Asset Management, we believe every customized investment solution begins with research and rigour. We specialize in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset all

Trez Capital Corporation

Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt and equity financing solutions in Canada and the United States. Trez Capital offers private and institutional investors

Sarasin Partners

At Sarasin & Partners we believe that investment has the power to protect and grow wealth in a way that benefits society.

We take a long-term, thematic approach to investing, identifying powerful trends that will shape the investment landscape

Ember Infrastructure

Ember is a private equity platform delivering capital solutions to middle market businesses and assets that contribute to reduced carbon intensity and enhanced resource efficiency. Ember targets experienced management teams seeking to create scalable

Area One Farms

Area One Farms is the only Canadian agricultural investment group with a model based on real equity partnerships, enabling farm operators to expand without the burden of fees, rent, or interest payments.

WHAT WE DO
Area One Farms bridges th

Nicola Wealth Management

Nicola Wealth is a full-service Wealth Management firm with offices across Canada. More than a financial planning firm, we offer sophisticated financial advice and investment management to affluent families, foundations and institutions across North

Icm Asset Management

ICM Asset Management is an alternative asset manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional investors an array of investment opportunities focused on real estate, private equity, p

Burgundy Asset Management

Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.

Burgundy follows a bottom-up, value-driven investment approach su

Organizer

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