Now you are on the board of a Community Foundation and exploring the investment policy mandate and direction. This session will explore:
- Understanding the differences between “types” of investment managers and how to select them
- Set it and forget it: the crucial role of an investment policy in surviving turbulent markets
- When and ways to evaluate and monitor your investment manager
- What is a reserve fund and why is it important?
This session is designed specifically for board members of community foundations who are members of Community Foundations of Canada.
Dalyce Seitz and Trevor Hunt, Leith Wheeler Investment Counsel