ABOUT

ABOUT

 

 

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FORGE A STRONG FOUNDATION FOR YOUR FINANCIAL STABILITY & TO FULLFILL YOUR MANDATE

Welcome to the 23rd Annual Foundation, Endowment, & Not for Profit Investment Summit, designed for institutional investment excellence and impactful investment decisions. Here’s what’s in store: 

  • Maintain liquidity for operational needs while still capitalizing on growth opportunities 
  • Transform your relationship with your fund manager to ensure alignment with your investment goals. 
  • Enrich diversification by exploring global themes and hedging risk while still delivering strong returns.  
  • Network for success and build connections to invest in social impact initiatives. 

Leave with a toolkit of resources, strategies, and contacts to empower your organization’s investment journey. 

 

DOWNLOAD BROCHURE

TOP 3 REASONS TO ATTEND

NETWORK WITH FOUNDATIONS, ENDOWMENTS, & NOT-FOR-PROFITS

25 YEARS OF CULTIVATING CONNECTIONS

For 25 years, Strategy Institute has been at the forefront of event production and content creation. Our 23rd Annual Foundation, Endowment, & Not for Profit Investment Summit is a flagship event with top-tier institutional investors, offering innovative insights, valuable networking, and professional development opportunities! 

  • Tap into the insights of 5,000+ institutional investment leaders from across North America. 
  • Connect with innovators and early adopters of advanced investment tools. 
  • Immerse yourself in an interactive event designed to elevate your investment journey. 
  • Enhance your expertise, create a dynamic action plan, and build meaningful connections. 

 

GET MY TICKET

JOIN OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the Foundation, Endowment, & Not for Profit Investment Summit!

We deliberately design the program to encourage you to build relationships with like-minded peers. Our onsite experience and innovative event platform allow you to network in small working groups, peer-led breakouts, roundtables, and much more!  

Arrive solo, but leave as part of the foundation, endowment, and not-for-profit community. 

 

CONNECT WITH US
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DISCOVER TORONTO!

No matter what floats your boat – sports, arts and culture, shopping, food and drinks or simply people watching – Toronto won’t let you (or your spouse) down!

Here are some ideas to get you started:

THE VENUE

Enjoy the bustling entertainment district featuring Broadway musicals and plays, or go to the internationally acclaimed Roy Thomson Hall to catch one of the 350 concerts that take place there each year.

Attractions

From the CN Tower and Ripley’s Aquarium near the lake to Casa Loma in the Annex, Toronto has a variety of famous attractions. Get a Toronto CityPass to save money, avoid ticket lines and take in the local sights.

Restaurants

Toronto has a vibrant food scene offering a diverse selection of tasty flavours. From hole-in-the-wall joints to luxurious tasting menus, Toronto is a food lover’s dream city.

Sports

Home to the Blue Jays, Raptors, Argonauts and Maple Leafs, there is something for every sports fan in Toronto. Watch a game at the Rogers Centre, Scotiabank Arena or at one of the many sports bars across the city.

Arts & Culture

With 29 museums in Toronto and 21 top art galleries, you can spend days enjoying the arts scene. Start your visit at the ROM or the AGO and finish up at the Ontario Science Centre or the Hockey Hall of Fame.

FREQUENTLY ASKED QUESTIONS


Which meals are included?

Breakfast, lunch and morning and afternoon snacks are provided at the conference, served in the exhibition hall.


Is there parking?

Yes, contact our customer care team for more details at [email protected]


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.


I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.


When will the presentations be available, and how do I get them?

Presentations will be available for download on the event platform, typically on the day of the summit. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.



What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.


When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.


What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.



What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.


What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.


I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.



When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.


When will I know my booth number?

You will receive this from your event manager one week before the event.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.


EVENT


Which meals are included?

Breakfast, lunch and morning and afternoon snacks are provided at the conference, served in the exhibition hall.


Is there parking?

Yes, contact our customer care team for more details at [email protected]


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.


I have special meal requirements, who do I contact?

Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.


When will the presentations be available, and how do I get them?

Presentations will be available for download on the event platform, typically on the day of the summit. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.


SPEAKERS


What time do I need to arrive before my presentation?

Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.


When is my presentation due?

Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.


What aspect ratio should my slides be?

Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.


PAYMENT


What forms of payment do you accept?

We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.


What is your cancellation/refund policy for paid invoices?

A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.


I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.


SPONSORS


When is booth setup and teardown?

Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.


When will I know my booth number?

You will receive this from your event manager one week before the event.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.