Investments 101 for Co-ops - FREE workshop

Please join us for this free workshop for member co-ops (from 6:30 to 8:00pm) followed by an overview from Encasa over dinner. 

Members are welcome to register for this workshop now, part of a series of scheduled workshops that will be held in Vancouver in 2016. 

Housing co-ops have been limited in their options for the long-term investment of capital reserves by restrictions in their government operating agreements.  With the end of those agreements in sight, it’s time for co-ops to think more strategically about how they invest their reserves and other available funds.

Join us to see why a long-term investment plan is key to a sound financial future for your co-op.  We’ll review investing basics, and the elements of a long-term investment strategy for housing co-ops, including:

  •  Why co-ops might want to invest their reserves
  • The different types of investments available
  • Why you might consider some investments rather than others
  • Critical elements of a long-term investment strategy
  • How to balance risk and return
  • What investment options are available for housing co-ops in today’s market

Workshop facilitator: Derek Ballantyne, Chief Executive Officer, Encasa Financial Inc.

Dinner and Encasa Social Housing Investment Program Overview: 8:00 - 9:00pm

Encasa will provide a 30-minute overview and answer your questions while you enjoy dinner!

Presenter: Dawn Bowles, Investment Liaison for Encasa Financial Inc. Western Canada

Contact Email:
Event Date: 
February 2, 2016
Event Time: 
6:30 to 9:00 pm
220 - 1650 Commercial Drive, Vancouver, BC