3rd Edition CFE East – The Canadian Foundations & Endowments Forum


SKU: MFP14971 Category:


Report Code: MFP14971.  September, 2014  |  Toronto, ON

ARTICLE 1: An Overview of the Latest Developments in Global Economics

Warren Jestin
Senior Vice President and Chief Economist

ARTICLE 2: Asset Allocation in a Shifting Environment 

David Kaufman
President and Chief Executive Officer
Westcourt Capital Corporation

ARTICLE 3: Mitigating Risk in an Endowment Portfolio

Alan Walker
Executive Director
Ontario Arts Foundation

ARTICLE 4: Dynamic Risk Management at the Total Portfolio Level

Rob Balkema
Portfolio Manager, Multi-Asset Solutions
Russell Investments

ARTICLE 5: How to Build Institutional Quality Portfolios that Create Returns You are Seeking

Dr. Peter Klein
Managing Partner and Chief Investment Officer

ARTICLE 6: Maximizing Returns in a Low Interest Rate World

Steve Mahoney
Partner, Asset & Risk Management
Morneau Shepell Ltd.

ARTICLE 7: CEO Panel:  Practical Strategies from Foundation Leaders

Ted Garrard
President and Chief Executive Oficer
SickKids Foundation

Julia Gorman
Chief Development Officer
United Way Toronto

Alayne Metrick
St. Michael Hospital’s Foundation

ARTICLE 8: Fulfilling Our Fiduciary Duties Through Impact Investing – Key Concepts and the Community Foundation Experience

Andrew Chunilall
Chief Operating Officer
Community Foundations of Canada

ARTICLE 9: Fulfilling Your Fiduciary Duties through Impact Investing

Joanna Reynolds
Associate Director
MaRS Centre for Impact Investing

ARTICLE 10: Cultivating Strong Donor Relations to Drive Revenue

Jill Nelson
Senior Director, Estate Giving
Princess Margaret, Cancer Foundation

Michelle Osborne
Executive Director, Gift Planning
University of Toronto

Erin Prendergast
Director of Development
Walrus Foundation