Exclusively for PFC Members In Person Online

Investment Roundtable Meetings

26 March 2024 - 19 November 2024 / Registration Open

Who? | Audience

All existing Roundtable members, together with all other Board directors and staff who oversee investments in their respective PFC member foundations, are invited to attend the next hybrid meetings of this Peer Learning initiative chaired by PFC Board Director MJ Sinha.

  • Mar 26 (Hybrid)
  • Jun 11 (Hybrid)
  • Sept 23 (in person at PFC Conference in Ottawa)
  • Nov 19 (Hybrid)

What? | Program

Tuesday, March 26, 2024

  • Speakers from the Canadian Revenue Agency (CRA) will help us explore how investing fits into a foundation’s disbursement quote.  Join us for a great conversation and hear from peers around investment strategies that connects their organizations assets to their mission. 

Where?

  • In-person: Foundation House (2 St Clair St E, Suite 300, Toronto)
  • Online (Zoom)

Schedule

  • 12:30-1:00 PM ET: Networking coffee for in-person participants at Foundation House (in-person)
  • 1:00-2:30 PM ET: Roundtable Discussion between in-person and online attendees
    • Words of Welcome, Land Acknowledgement, Context-Setting, Tour de Table
    • Open discussion
    • Other topics of interest to members
    • Summary and Next Steps

How | Registration:

  • Registration forms to attend in-person or online will be available soon