This session is designed specifically for board members of community foundations who are members of Community Foundations of Canada.
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?
Dalyce Seitz and Trevor Hunt, Leith Wheeler Investment Counsel