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? 

Presenter: 

Dalyce Seitz and Trevor Hunt, Leith Wheeler Investment Counsel