The Investment Integration Project (TIIP) is proud to serve on the steering committee for the Intentional Endowments Network (IEN) 2026 Annual Forum, taking place November 18–20 at the University of Toronto.
The Forum brings together institutional asset owners, managers, consultants, OCIOs, nonprofit leaders, scholars, and legal experts for two and a half days of peer learning, strategic dialogue, and networking. Speakers will cover the issues at the heart of sustainable and mission-aligned investing, including fiduciary duty, climate risk, responsible AI, the clean energy transition, geopolitical headwinds, and system-level investing.
System-level investing has a prominent place on this year’s program. TIIP CEO William Burckart will join Belissa Rojas of Fondaction Asset Management for a session on The Handbook of System-level Investing, and many of the investors TIIP works with will be in the room. We hope you will be too.
Program at a Glance
November 18–20 | University of Toronto | All times ET
Every session is paired with facilitated peer dialogue, so you’ll spend as much time in conversation as listening.
Wednesday, November 18 · Pre-Forum Day
- 1:00 pm · Workshop — Investing in Climate Justice: Financial and Reputational Strategy for Endowments and Foundations, featuring leadership from UNCF, HBCUs, and mission-driven foundations
- 2:00 pm · Sustainability Tour of the University of Toronto
- 5:00 pm · Welcome Reception
Thursday, November 19
- 9:00 am · Opening Remarks — Georges Dyer, Executive Director, IEN
- 10:00 am · Fireside Chat — Kevin Thomas (SHARE) and Maggie Childe (UBC Investment Management)
- 10:55 am · The Handbook of System-level Investing — TIIP CEO William Burckart and Belissa Rojas (Fondaction), followed by table conversations with Brian Minns (UPP)
- 1:00 pm · Responsible AI — Mark Surman (Mozilla), Johannes Lenhard (Reframe Venture), and Walter Viguiliouk (Manulife)
- 1:30 pm · Visionary Voices on AI — Paul Fehlinger (Project Liberty), Michael Kubzansky (Andaris), and Scott Hobart (Mercator)
- 2:40 pm · Fiduciary Duty & Systemic Risk — Madison Condon (BU School of Law), Maurits Dolmans (Cleary Gottlieb), and Simon Archer (Goldblatt Partners)
- 3:45 pm · Climate Transition & Climate Adaptation — Daniel Ingram (Aon) and Martin Grosskopf (AGF)
- 4:30 pm · Keynote — Carole Laible, CEO, Domini Impact Investments
- 5:00 pm · Networking Reception
Friday, November 20
- 9:00 am · State of the Global Carbon Markets — Michael Azlen (Carbon Cap) and Philip Pothier (Albourne Partners)
- 10:30 am · System-Level Investing in the Investment Policy Statement — Kristi Petrie (AJL Foundation) and Akasha Absher (Syntrinsic)
- 11:05 am · Policy — Steven Rothstein (Ceres) and Delaney Greig (University Pension Plan)
- 1:00 pm · Panel — Lila Han (OMERS) and CDPQ
- 1:30 pm · Investing in Climate Solutions — Kelly Gauthier (Rally Assets) and Drake Hicks (Variant)
- 2:30 pm · Closing Keynote — Roy Swan, Head of Mission Investments, Ford Foundation
See the full agenda.
Featured Speakers
Asset owners, investors, legal scholars, and practitioners leading the conversation
Good to Know
- Asset owner members of IEN attend at no cost. If cost is a barrier for asset owners and LPs who aren’t members, IEN has some flexibility. Reach out to Bella Alvarez at [email protected] and she’ll work with you directly.
- Registration closes November 15.
- IEN’s group hotel rate at the Hilton (group code CDT96Q) is available through October 18.
Learn more on the event page, and register here.
The System-level Investing Series
In the run-up to the Forum, IEN’s Future of Finance Podcast, hosted by Georges Dyer, has been featuring authors from The Handbook of System-level Investing in a dedicated series. Catch up on recent episodes:
- From 2D to 3D Investing with Geraldine Leegwater (CEO, PGGM Investment Management) and Colin Tissen (PGGM): how PGGM treats sustainability as a third dimension alongside risk and return.
- Different Organizations, Different Leverage Points with John Hoeppner (Builders Vision): how system-level stewardship differs between a large index manager and a mission-driven family office.
- How to Work with Your Consultant on System-Level Issues with Max Messervy (Oakledge Advisors): structuring the consultant relationship so it serves the investor.
- Capital Market Assumptions & System-Level Investing with Scott Kalb (Responsible Asset Allocator Initiative) and TIIP CEO William Burckart: do your capital market assumptions account for systemic risk?
We look forward to seeing you in Toronto!
