4th Edition CFE West


SKU: MFP15003 Category:


Report Code: MFP15003 | February 2015 | Vancouver, BC

Article 1. 2015 Economic Summary: Rates are still at 0%..Now What?

Terry Wong
Vice President, Treasury
Vancity Credit Union

Article 2. Asset Allocation: Building a Balanced Portfolio

 Richard Iwuc, CFA
Treasury, Portfolio Manager
University of Alberta

Article 3. The New Balanced Portfolio

 Bruce Myers
Managing Director, Canada
Cambridge Associates , LLC

Article 4. Hedge Funds: Friend or Foe?

 David Burke
Managing Director
MKP Capital Management

Article 5. Teaching and Developing Philanthropy Within the Family

 Joanie Bronfman, PhD

Article 6. Effective Strategies to Mitigate Risk Exposure

Brian Dowling
Senior VP, Finance and Information Systems
VGH & UBC Hospital Foundation

Brendan George
George & Bell Consulting Inc.

Article 7. The Role of Boards for Overseeing Investment Decisions

Prof. Robert Heinkel
Investment Committee Member
Vancouver Foundation

Robert Worth
Investment Committee Chair and Board Member
Victoria Foundation

Article 8. Modern Sustainable Investing: Pursuing Positive Impact and Returns

Shari Gilfillan
UBS Global Asset Management (Americas)

Article 9. Building an Effective Governance Structure

Barbara Grantham
President & CEO
VGH & UBC Hospital Foundation

Allan Northcott
Vice President
Max Bell Foundation

Sandra Richardson
Chief Executive Officer
Victoria Foundation

Article 10. Active Fixed Income Management: An Institutional Perspective

Christine Horoyski
SVP, Portfolio Manager Fixed Income
Aurion Capital Management Inc.

Article 11. The Role of the Outsourced CIO 

Tom McCullough
Chairman and CEO
Northwood Private Counsel Inc.

Article 12. Real Estate as an Alternative Investment

George Ganas
SVP, Business Development and Client Services
Timbercreek Asset Management

Article 13. Diversifying through Alternative Investment Options

Robert Milner
Senior Vice President, Sales
Manulife Asset Management

Article 14. Diversifying through Alternative Investment Options

Gary D. Willson, MCIP RPP
Alberta Real Estate Foundation

Article 15. Raising Endowment Dollars & Cultivating Strong Donor Relations

Barbara Becker
Director, Major Gifts
Royal Columbian Hospital Foundation