| 7:30 AM |
|
Registration Opens & Continental Breakfast |
| 8:15 AM |
|
Opening Comments From The Chairperson
Kelly Rodgers, President, Rodgers Investment Consulting (Toronto)
|
| 8:30 AM |
|
Where Superior Returns Will Come From In 2010!
Arthur Donner, Economic Consultant, Chair of The Investment Committee, Atkinson Charitable Foundation; Member of the Investment Advisory Committee, Nunavut Trust (Toronto) |
| 9:15 AM |
|
Linking Your Asset Allocation Decisions and The Global Economy
Lyn Hutton, CIO, Commonfund (Wilton, CT) |
| 10:00 AM |
|
Mid-Morning Networking Break |
| 10:30 AM |
|
Disbursement Policy: Prudent Approaches to Achieving Sustainability
Tom Heck, CIO, Ball State University Foundation (Muncie, IN) |
| 11:15 AM |
|
Risk Management Strategies to Ensure the Long-Term Success of Your Organization
Robert Stapleford, Principal, Unit Head, Investment Consulting, Mercer Investment Consulting (Toronto) |
| 12:00 PM |
|
Exhibition Area – Networking Luncheon |
| 1:30 PM |
|
Key Legal Development in 2010: Safeguard your Organization
Victoria Prince, Partner, Borden Ladner Gervais (Toronto)
Anna C. Naud, Associate, Borden Ladner Gervais LLP (Toronto)
|
| 2:15 PM |
|
Compliance Obligations for Registered Charities of Foundations
Ross Wicks, Technical Policy Advisor, Canada Revenue Agency (Ottawa) |
| 3:15 PM |
|
Sponsor Exhibit Area – Networking Break |
| 3:45 PM |
|
Exclusive Interactive Session |
| 4:30 PM |
|
Conference Adjourns to Day Two |
| 4:45 PM |
|
Social Activities |
|
| 7:30 AM |
|
Registration & Sponsor Exhibits Open – Continental Breakfast |
| 8:15 AM |
|
Recap Of Day One From The Chair
Robert Stapleford, Principal, Unit Head, Investment Consulting, Mercer Investment Consulting (Toronto) |
| 8:30 AM |
|
Investing In The Current Economic Climate: Meeting Investment Objectives
Perry Teperson, VP, Portfolio Manager, Leith Wheeler Investment Counsel Ltd. (BC) |
| 9:15 AM |
|
Ensuring Good Board Governance and Basic Legal Compliance for a Canadian
Foundation
Mark Blumberg, Partner, Blumberg Segal, LLP (Toronto) |
| 10:00 AM |
|
Mid-Morning Networking Break |
| 10:30 AM |
|
Best Practices In Selecting and Monitoring Investment Managers: How To Ensure Ongoing Success and Bring About Change If Needed
Kelly Rodgers, President, Rodgers Investment Consulting (Toronto) |
| 11:15 AM |
|
Determining Your FIT with Alternative Investments Including Hedge Funds, Private Equity and Real Estate
Gillian Scott, CA, CFA, Managing Director and Partner, Castle Hall Alternatives |
| 12:00 PM |
|
Exhibition Area – Networking Luncheon |
1:30 PM
|
|
KEYNOTE
Alpha and Beta After The Crash: Investment Strategies for Building Back Your Capital Assets
Laurence Siegel, Research Director, Research Foundation of CFA Institute; Institute and Senior Advisor, Ounavarra Capital; Director of Research, Investment Division (Retired), Ford Foundation (Chicago, IL) |
| 2:30 PM |
|
Sponsor Exhibit Area – Networking Break |
| 2:45 PM |
|
“Sustainable Returns” and Rewards: The Case for Ethical Investing on Your Triple Bottom Line
Paula Glick, Director, Business Development, Jantzi Sustainalytic (Toronto)
Tim Draimin, Executive Director, Social Innovation Generation (SiG) National (Toronto) |
| 3:30 PM |
|
Performance Measurement and Benchmarking: Key Tools For Driving Your Portfolio Returns Higher
Scott MacKenzie, President and CEO, Morningstar (Toronto, ON) |
| 4:15 PM |
|
Conference Adjourns |
|
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.jpg "November 18 & 19, 2009 | Chicago, IL")
