Innovating for Today’s Endowment Era

Generating sufficient investment return to meet endowment spending and preservation objectives in today's investment environment is uniquely challenging.

Join us for a presentation and roundtable discussion to explore:

  • How does the traditional 60/40 portfolio allocation hold up today?
  • What are the benefits and risks of adding alternate asset classes?
  • What role can impact investing play in your portfolio?
  • How does the changing environment impact our governance and management structures?

This is an opportunity to learn about new trends in the investing sector, including new innovative models such as the Outsourced Chief Investment Officer. Reconnect and network with your peers through this interactive roundtable format. Lunch will be provided.

Target Audience: As space is limited, this session is open to the leadership staff and volunteers involved in managing the investments of registered charities, endowments and foundations.

About the Presenters:

Zev Frishman
Zev is a Chief Investment Officer with Morneau Shepell Asset and Risk Management Ltd. in its Toronto office and has over 35 years of investment-management experience. Previously, he served as Executive Vice President and Chief Investment Officer with Open Access Limited. Additionally, he was a member of the Ontario Teachers' Pension Plan investment team for 18 years.

Zev has extensive experience in all aspects of fund management – development of policies, strategic and tactical asset mix, risk management, selection of external managers, as well as internal management of global equity and overlay of derivative portfolios.

He is a regular conference speaker on a variety of investment management topics and wrote several articles for Benefits Canada, the Canadian Investment Review, the Brandes Institute, Non Profit News and others on a variety of investment topics. He also received the 2010 Benefits Canada award for outstanding achievement and is on the 2010 list of "Top 25 Most Influential Plan Sponsors."

Robert Boston
Rob is a partner and Practice Leader at Morneau Shepell for the Investment Consulting group for Ontario and western Canada. Rob has over 25 years of financial services experience, most of which came from direct employment with large financial institutions such as Manulife, John Hancock and RBC. Throughout his career, Rob has:

  • Helped design benchmarking strategies for insurance product liabilities
  • Developed investment strategy for institutional asset managers (including endowments)
  • Designed, developed, and implemented performance measurement and analysis systems
  • Managed a $3.4 billion DC/ DB pension plan for a large U.S. financial organization

Rob has authored articles on various areas in investment finance for Benefits Canada, Canadian Investment Review and Benefits and Pensions Monitor. A partial list of his speaking engagements includes Canadian Pension Benefits Institute; Association of Investment Management Sales Executives, Association of Canadian Pension Managers; Institute of Canadian Real Estate Fiduciaries; CIR Global Investment Conference; LOMA; and the Society of Actuaries

Frank Pyka
Frank Pyka is a retired not-for-profit executive with over 30 years of experience in finance and systems with a particular focus on Foundations and endowment fund management. He has taught part-time for Western Continuing Studies in the area of not for profit management and guest lectured at the Ivey Business School on investment policy and governance. He was one of the founding volunteers for Pillar's Investment Forum that ran for six successive years. He continues to be interested in foundation governance matters.

Andre Vashist
Andre is a social innovator passionate about building inclusive communities. As a social entrepreneur, community development professional and impact investor, he has a combined 15 years of experience.

As the Social Finance Manager with VERGE Capital, Andre supports social enterprises through a loan fund, helps organizations develop social finance tools and creates opportunities for impact investors. VERGE is a community collaboration of partners and investors including Libro Credit Union, London Community Foundation, Pillar Nonprofit Network, Sisters of St. Joseph, and United Way London & Middlesex.

Thank you Morneau Shepell

Thank You to Our 2016 Professional Development Sponsors:

Whether you're looking for volunteer opportunities,
networking events or a job in the nonprofit sector, we can help.