23rd Annual Foundation, Endowment & Not For Profit Investment Summit 2025

20+ HOURS OF INNOVATIVE CONTENT

10+ HOURS OF NETWORKING

40+ TOP INSTITUTIONAL INVESTMENT SPEAKERS

93% OVERALL ATTENDEE SATISFACTION AT PREVIOUS EDITIONS

SURPASS YOUR INVESTMENT GOALS & ADVANCE YOUR MISSION'S IMPACT

Join us at the 24th Annual Foundation, Endowment, & Not for Profit Investment Summit in 2026! Learn from top institutions like York University, UNICEF Canada, and the Metcalf Foundation while discovering strategies to maximize both returns and impact.

Learn from RBC’s Chief Economist on navigating global market volatility and emerging risks
Explore innovative approaches to impact bonds, community bonds, and climate-aligned investing
Discover how YWCA Hamilton balances mission-related investments with competitive financial returns
Connect with portfolio experts from CC&L Financial Group and Portfolio Management Corporation
Master private investment strategies with VGH & UBC Foundation and Surrey Hospitals Foundation

Experience Canada’s premier investment management summit in-person for expert keynotes, investment roundtables, and strategic networking with top foundation and endowment leaders. The event will also be streamed virtually for greater reach and engagement

REGISTER YOUR INTEREST

OUR DELEGATES INCLUDE:

CONNECT WITH YOUR PEERS IN INTERACTIVE SESSIONS

Don’t miss the unique opportunity to connect, engage, and learn with your fellow foundation, endowment, and not-for-profit peers. With a range of dynamic formats and plenty of chances to have fun and unwind, this is an experience you won’t want to miss. You can look forward to:

Interactive sessions and roundtable discussions
Curated breakout learning opportunities
Face-to-face networking (including speed networking)
Virtual streaming for greater accessibility
A breakfast, lunch, and evening drinks reception

REGISTER YOUR INTEREST

BRIDGE THE DIVIDE BETWEEN MISSION AND INVESTMENT

Explore the multifaceted impact of investments and develop metrics that demonstrate the true value of your investment portfolio.

Evaluate the potential trade-offs between aligning with stakeholder values and maintaining traditional risk-return profiles with Surrey Hospital Foundation.
Discover how to align your investment process to your mission values with YWCA Hamilton.
Build and secure the capital your organization needs to fulfil its mission with South Saskatchewan Community Foundation.
Implement your outsourced CIO program with the help of Mount Royal University.
Utilize the expertise of external investment managers from the Canadian Mental Health Association, VGH & UBC Hospital Foundation, and Metcalf Foundation.

VIEW 2025 AGENDA

WHO SHOULD ATTEND?

WHAT ARE THE BENEFITS OF ATTENDING THE EVENT?

Expert Insights: Exclusive C-Suite sessions from leading industry foundations.
Asset Allocation Roundtables: Explore fixed income, alternative investments, and more.
Networking Opportunities: Connect with peers, potential partners, and thought leaders from foundations, endowments, and non-profits.
Tailored Content: Benefit from sessions designed specifically for foundations and non-profits, addressing their unique challenges, delivered by industry-vetted speakers.
Best Practices: Discover innovative investment strategies and management techniques to enhance your organization’s financial health.
Regulatory Updates: Stay informed on the latest regulations and trends affecting institutional investments, ensuring your organization remains compliant and competitive.
Case Studies: Learn from real-world examples of successful investment strategies to navigate emerging challenges and achieve exceptional returns.
Collaborative Environment: Participate in open forums for high-quality, face-to-face interactions.
Actionable Takeaways: Leave with practical strategies and tools that you can apply immediately to improve your investment decisions.
Inspiration: Hear inspiring stories of how foundations and non-profits are making a difference through effective investment practices.