RIA Foundation & Endowment Forum: October 17th, 2016

Home / RIA Foundation & Endowment Forum: October 17th, 2016

Join over 100 delegates at Canada’s first-ever Foundation and Endowment Forum focused exclusively on responsible and impact investing. The Forum is a full day event taking place on October 17th, 2016 at the Metro Toronto Convention Centre. Attendees will learn how incorporating environmental, social and governance (ESG) factors into your organization’s investment decisions can have a positive impact while managing risk and increasing long-term returns. 

  • Peer Learning: Hear from leading Canadian foundations and endowments that are successfully making the transition to responsible and impact investing. Learn from others that are taking steps to align their investments with their organization’s mission. 

  • Connect: Network with leading foundations, endowments, nongovernmental organizations (NGOs), ESG research firms, investment consultants and asset managers interested in responsible and impact investing.

The RIA Foundation & Endowment Forum offers practical education and total portfolio solutions for a 100% responsible and impact-driven portfolio. Key themes include:

  • How to Build a 100% Values-Driven Portfolio
  • Activating Your Entire Portfolio for Impact
  • Innovation and Impact Philanthropy
  • Aligning Your Investments with Sustainable Development
  • Investing in Global Development
  • ESG Reporting & Communication Between Managers & Owners
  • Responsible Investing: Consistent with Fiduciary Duty
  • How to Leverage Shareholder Engagement for Positive Impact
  • ESG in Fixed Income

Registration

Registration for the Forum is now open

Register Here

Agenda

View the forum agenda to start planning your itinerary

View Agenda

Speaker Biographies

Check out our lineup of distinguished speakers

Speaker Bios

Sponsorship

Learn about our sponsorship opportunities

View Details

Mobile App

Introducing the Foundation & Endowment Forum mobile app

Download

Photos

Check out photos from the 2016 RIA Conference

View Photos

Session Slides

Slides from sessions are available for download

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RI Week

A week dedicated to promoting Responsible Investment

View Details
 


Gold Sponsors

RBC
Addenda Capital

Silver Sponsors
MSCI
Genus Capital Management
Jarislowsky Fraser Limited
Oikocredit
TD


Supporting and Tradeshow Sponsors

Æquo
Vigeo Eiris
NEI Investments
Vancity

CoPower
Sustainalytics
SolarShare Co-operative

Partners
Responsible-Investor.com
Environmental Defence
Community Foundations of Canada
Canadian Environmental Grantmakers' Network


Green Powered
Bullfrog

 

 



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

SAGE Investment Advisors
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower