Wayne Kozun, Anthony Berg, and Vanessa Hui represented Forthlane Partners at the Foundation, Endowment & Not-for-Profit Investment Summit hosted by Foundation Investments Canada.

The discussion explored the range of asset classes that make up the broader alternatives universe and the role alternatives can play in building resilient, diversified portfolios. As organizations navigate a more uncertain market environment, many are increasingly looking beyond stocks and bonds to support long-term capital preservation and spending obligations.

It was a great few days of conversations around how foundations and endowments are evolving their portfolios to support long-term objectives.

Many of our clients tell us that today’s investment landscape feels more complex and uncertain than ever – and we agree. The dynamics that once made investing appear straightforward have shifted materially. For decades, portfolios benefited from a tailwind of falling interest rates, abundant liquidity, and steadily rising equity markets, particularly in the U.S. That backdrop is changing. Investors today must contend with a new set of macroeconomic headwinds, and an expanding universe of private and alternative asset classes that command institutional-grade expertise and access.

In early March, Forthlane was proud to sponsor Foundation Investment Canada’s 23rd Annual Foundation, Endowment & Not-for-Profit Summit. Anthony Berg, Rob Vanderhooft, and Vanessa Hui led a discussion on how the Outsourced Chief…

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