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Concordia University Endowment
The Concordia University Endowment operates as the investment vehicle for a public research university. It channels returns into academic programs and campus...
Concordia University Endowment
The Concordia University Endowment operates as the investment vehicle for a public research university. It channels returns into academic programs and campus operations. No founding year for the endowment itself appears in available records. Allocations span real estate through GWL Realty Advisors, timberland, mortgage portfolios, private infrastructure and the Auspice Commodity Evolution strategy. Confirmed positions include Inerjys Ventures, Realize Fund, Brighter Investment, Urapi Sustainable Land Use Fund and the Circular Economy Fund. Geographic exposure centers on Canada with additional commitments in Latin America and Africa. The endowment also maintains a permanent art collection across its campuses. The endowment lists 313.8 million dollars in assets. It participates in the Times Higher Education Impact Rankings in June 2024 focused on Sustainable Development Goals. Service providers include KPMG as auditor, Auspice Capital for commodities and SHARE for engagement. The Concordia University Inter-Generational Fund serves as the primary foundation vehicle. The endowment maintains signatory status with the UN Principles for Responsible Investment since 2018 and belongs to the University Network for Investor Engagement and the Intentional Endowments Network. These memberships shape its approach to climate and governance topics.
General information
Firm type
Endowment / Foundation
Year founded
1973
Location
Region
North America
Country
United States
City
Mequon
Corporate office
Mequon, Quebec, United States
Principals
Marc Gauthier
Treasurer and Chief Investment Officer
Sam Reda
Chair of the Board of Directors of the Concordia University Inter-Generational Fund
Denis Cossette
CFO of Concordia University and President of the Inter-Generational Foundation
Graham Carr
President of Concordia University and Ex-officio Board Member
Sector focus
Frequently asked questions
Who runs investment decisions at Concordia University Endowment?
Marc Gauthier serves as Treasurer and Chief Investment Officer. Sam Reda chairs the board of the Inter-Generational Fund. Denis Cossette acts as president of that foundation.
Does Concordia University Endowment participate in fund commitments or only direct deals?
The endowment uses both approaches. It holds fund commitments in infrastructure and commodities alongside direct real estate and mortgage positions.
Which sectors does Concordia University Endowment explicitly avoid?
Public records show plans to exit holdings in BlackRock, Boeing and Murphy Oil as part of a sustainability transition announced in 2025.
What investment stages does Concordia University Endowment typically target?
The endowment targets mature real-asset and infrastructure strategies rather than early-stage venture. It also maintains listed equity positions in technology names such as Microsoft, Apple and Tesla.
How is Concordia University Endowment related to the Concordia University Inter-Generational Fund?
The Inter-Generational Fund functions as the primary investment arm and foundation managing the endowment and related capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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