# Concordia University Endowment

Concordia University Endowment is an Endowment / Foundation based in Mequon, United States.

## Overview

- **Organization type:** Endowment / Foundation
- **Headquarters:** Mequon, United States
- **Region:** North America
- **Address:** Mequon, Quebec, United States
- **Founded:** 1973
- **Assets under management:** 314 (Altss estimate)
- **Website:** concordia.ca
- **LinkedIn:** https://www.concordia.ca

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Real Estate
- Infrastructure
- Commodities

## People

- 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

## 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.

## Related profiles

- [National Park Foundation](https://altss.com/profile/national-park-foundation)
- [Willamette University Endowment](https://altss.com/profile/willamette-university-endowment)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/concordia-university-endowment

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