Date

November 18, 2020

Time

11:00 am ET

 — 12:00 pm ET

Location

Online

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.

Presenter: 

Dalyce Seitz and Trevor Hunt, Leith Wheeler Investment Counsel