PFC Investment Week

We are delighted to invite our members to participate in PFC’s Investment Week by engaging in the following sequence of three events over three days in mid-June. We hope that all those responsible for investments at your organization as well as other interested board and staff members will join.

Our Program includes:

PFC Member Gathering in Vancouver

June 13, 11:45 – 1:30 PM PT, in person at Vancity Community Foundation

See further details and registration link here.

PFC Investment Roundtable

June 15, 09:00-11:00 AM EDT, online and in-person at Foundation House in Toronto

• This event is co-led by Roundtable leaders Mritunjay (MJ) Sinha and Tim Gardiner.
• The Investment Roundtable is mainly catered towards Investment Committee members, however, staff are of course welcome.

Program

• 09:00 – 9:30 AM: Networking breakfast – chat with peers over coffee & croissants (Optional)
• 9:30 -11:00 AM ET : Investment Roundtable (in-person and online participants)
  • Welcome – Jean-Marc Mangin 
  • Overview of the market – Tim Gardiner
  • Tour de table with participants’ updates on their investment work
  • Fixed income and Assets Allocations – Tim Gardiner
  • Benchmark, Real assets, Outsourced Chief Investment Officer (OCIO), Impact Investing- Mritunjay (MJ) Sinha 
  • Conclusion

Mandatory Registration

• The registration process is the same for in-person and online participation.
• Thank you for registering as soon as possible by completing this registration questionnaire.
• Your answers will help us better respond to your needs in future Investment Roundtable meetings.

Cumberland Foundations Circle

June 13, 12 – 6 PM EDT, in person and on invitation only at 99 Yorkville Ave, Suite 300, Toronto

Program

• 12:00 – 1:00 PM – Light Lunch & Welcome
• 1:00 – 2:45 PM – Major trends shaping Canadian foundations in 2023 and beyond – Brad Offman, CEO, Spire Philanthropy
• How focus and collaboration create value in the philanthropic sector – Bruce Lawson, Special Advisor, The Counselling Foundation of Canada
• 2:45 – 3:15 PM Break
• 3:15 – 5:00 PM – Aligning your investment portfolio with your philanthropic objectives: key considerations – John Poulter, Portfolio Manager, Cumberland Investment Counsel Inc.
• Panel discussion and Q&A
• Stories and insights from speakers and charitable board members.
• 5:00 – 6:00 PM Networking and refreshments on our rooftop patio overlooking Yorkville

Registration (RSVP by June 9)

Space is limited. RSVP by June 9 to reserve your place by emailing here.

SVX Investment Platform Demonstration

June 14, 1:00-2:00 PM EDT, online – exclusively for PFC members

• This event will be led by Richard Muller, Senior Advisor and Peer Leader, Impact United

Ahead of this year’s Social Finance Forum, PFC and SVX invite you to an information session about SVX services and to present their new Investment Platform. The platform boasts many features that might be of interest to your organization, including access to due diligence on many of the investments listed, and shared-cost models for those who are interested in jointly considering opportunities to invest in products on the platform. For more information on the platform, please see the website.

Registration

• To register for this exclusive session and receive your Zoom details, please click here.

Social Finance Forum – presented by PFC partners
Future of Good and SVX

All day June 15 & 16 – online and in-person – Special discount for PFC members

The Social Finance Forum, happening online and in-person on June 15th and 16th, is a multi-sector experience convening thousands of changemakers from coast to coast to learn actionable insights in activating capital and celebrating game-changing ideas. Join debates, artistic experiences, and peer-to-peer networking ranging from corporate social finance, Indigenous finance, housing finance, climate finance, gender-lens investing, and more.

Ticket Purchase

• Tickets can be purchased here.
• PFC members get a 20% off discount with the code “pfcmember” up to May 31.