ABOUT

The premier ESG investor summit for foundation, endowment, pension fund and other institutional investors:

Welcome to North America’s most important investor event exclusively focused on ESG investment. Our series of institutional investment conferences have a strong reputation for attracting prominent investors from across the industry. As our newest offering, this summit will tackle key business issues and challenges. It will examine how to maximize investment returns through ESG aligned strategies.

This year’s event is a 2-day INTENSIVE VIRTUAL offering. We are thrilled that this change in format gives us the opportunity to bring our ESG investment summit to a broader audience. All the while, showcasing an interactive digital format to drive deeper engagement.

We are also introducing a number of innovative initiatives, such as one-on-one meetings, intimate roundtable discussions and virtual exhibits. But most importantly, there will also be fresh case studies and specially curated panels full of investors eager to answer your questions.

Seize this opportunity to engage with high-level foundation and endowment professionals. Ensure your organization is at the forefront of the most successful ESG strategies. Enjoy our unique and engaging panel discussions, specifically designed for institutional investors.

In order to achieve a future filled with long-term and sustainable returns, you must prepare NOW. Utilize your peers’ successful ESG investment models to drive impactful results.

Your ESG Investment Team,
Strategy Institute

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TOP 5 REASONS TO ATTEND

GATHER UNPARALLELED EXPERTISE FROM FOUNDATION, ENDOWMENT, PENSION FUND AND OTHER INSTITUTIONAL INVESTMENT LEADERS

Download Past Attendees List

OUR STORY

The ESG and Impact Investor Summit 2021 – North America is a part of our suite of investment industry events. Our conferences grow each year with the most important executives in the investment arena in attendance. Delegates have the opportunity to gain actionable insights and identify new growth opportunities. As well as develop a blueprint for improving investment success and revenue growth.

This 2-day virtual offering will reach a broader audience and showcase an exciting digital program. We are introducing a number of innovative online initiatives, such as one-on-one meetings, intimate roundtable discussions, virtual exhibits, exceptional speakers and fresh case studies. Join us and stay connected while working from home!

Strategy Institute has been in business for 25+ years, produced more than 450 conferences and catered to more than 50,000 attendees. We act as an independent conference organizer, with an emphasis on high-quality research and lead generation to meet the needs of our customers.

OUR COMMUNITY

Ever attend an event where you feel like you’re lost in the crowd? Not at the ESG and Impact Investor Summit 2021 – North America! We deliberately design our program to encourage networking with like-minded people throughout the event. And with the added advantage of technology, you’ll have the opportunity to do so at a number of small working groups, industry workshops, peer-led breakouts, roundtables and much more! You’ll arrive as an individual attendee, but you’ll leave as part of the Global ESG and Impact Investor community!

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FREQUENTLY ASKED QUESTIONS


Which meals are included?

Breakfast, lunch and morning and afternoon breaks are provided at the conference, served in the exhibition hall


Is there parking?

Yes, contact our customer care team for more details at [email protected]


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected]  at your earliest convenience to let them know to have a badge ready for your colleague


I have special meal requirements, who do I contact?

Please contact our customer care team on [email protected]  so they can liaise with the venue to ensure you are taken care of


When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.



Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!


When is my presentation due?

Please send your presentation to the Event Manager 2 weeks prior to the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance and let you know of any issues. Please email your final version to the Event Manager, and bring a back-up copy on a USB stick.


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3


What time do I need to arrive before my presentation?

Please, arrive at the break before you are due to speak, e.g. if you are due to speak at 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates and other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to do some work or make calls.



What forms of payment do you accept?

We accept Visa, MasterCard, American Express Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.


What is your cancellation/refund policy for paid invoices?

A full refund less $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date; refunds will not be available after this date


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.


I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon, and all course materials. It doesn’t include accommodations or transportation to and from the conference.



When is booth set-up and tear-down?

Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager


When will I know my booth number?

You will receive this 1 week before the event, from your event manager.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for set-up. If you want to distribute an electronic handout please send this to your event manager at your earliest convenience.


EVENT


Which meals are included?

Breakfast, lunch and morning and afternoon breaks are provided at the conference, served in the exhibition hall


Is there parking?

Yes, contact our customer care team for more details at [email protected]


Can I send a replacement delegate if I can’t attend at the last minute?

Absolutely! Please contact our customer care team at [email protected]  at your earliest convenience to let them know to have a badge ready for your colleague


I have special meal requirements, who do I contact?

Please contact our customer care team on [email protected]  so they can liaise with the venue to ensure you are taken care of


When will the presentations be available, and how do I get them?

Presentations will be available once the conference has concluded, typically within a week. You will receive an email from our customer care team with the link to download the presentations. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.


SPEAKERS


Can I stay for the whole conference?

Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!


When is my presentation due?

Please send your presentation to the Event Manager 2 weeks prior to the conference, even if it is still in draft form. This will allow us to check it on the event laptop in advance and let you know of any issues. Please email your final version to the Event Manager, and bring a back-up copy on a USB stick.


What aspect ratio should my slides be?

Please, select ‘standard’ in Microsoft office – the aspect ratio is 4:3


What time do I need to arrive before my presentation?

Please, arrive at the break before you are due to speak, e.g. if you are due to speak at 4pm, please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck (and load it if you have a new version with you) and do a rehearsal of your presentation.


Is there a speakers’ green room?

No, we find our speakers enjoy networking with delegates and other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to do some work or make calls.


PAYMENT


What forms of payment do you accept?

We accept Visa, MasterCard, American Express Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.


What is your cancellation/refund policy for paid invoices?

A full refund less $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date; refunds will not be available after this date


Can I pay half now and half at a later date?

We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]


My credit card was charged with a foreign transaction fee, how do I get that amount paid for?

Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.


I paid for my registration, does it include my hotel stay at the venue?

Registration fees include attendance, luncheon, and all course materials. It doesn’t include accommodations or transportation to and from the conference.


SPONSORS


When is booth set-up and tear-down?

Set up is usually the night before the event, or before registration opens on day 1. You will have received a logistics package from your event manager with more details. If you’ve not received this, please contact customer care on [email protected] so they can connect you to the event manager


When will I know my booth number?

You will receive this 1 week before the event, from your event manager.


I want to distribute handouts, can you make that happen?

Yes! Please give them to the event manager when you arrive for set-up. If you want to distribute an electronic handout please send this to your event manager at your earliest convenience.