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Monday, October 28th, 2024

The Ranchmen's Club, Calgary, Alberta

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The 2020 Canadian Family Office Online Conference – Part I

The 2020 Canadian Family Office Online Conference – Part I

12:00 – 12:05 PM Welcome and Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
12:05 – 12:35 PM The Philanthropy Panel  How Has the Philanthropy Landscape Changed Since COVID Began?
  Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
  Mr. Sylvan Adams,  Canadian-Born Businessman, Philanthropist
MrSharon J. Fraenkel, Executive Director, Canadian Friends of Tel Aviv University
Ms. Kathy R. Assayag, Executive Director, The Jewish Community Foundation Of Montreal (JCFM)
12:35 – 01:05 PM The Cayman Islands: A Jurisdiction of Choice for Family Offices, Residency by Investment and Global Citizenship
  Ms. Sue Nickason, Vice President, Marketing & Sales, Dart Real Estate
Mr. Chris Duggan, Vice President of Business Development, Dart Real Estate
01:05 – 01:35 PM Investing in a Low Interest Rate Environment 
  Mr. Andy Nasr, Chief Investment Officer, Scotia Wealth Management
Mr. Jacques Maurice, Director, Wealth Management, Scotia Wealth Management
01:35 – 02:20 PM The Successors Governance Panel
  Mr. David C BentallB.Comm, Founder, Next Step Advisors – Moderator
  Mr. Greg Simpson, President & CEO, Simpson Seeds Inc.
Mr. Philip Court, President, Court Holdings Limited
Mr. Mark Bannister, Partner, Bannister Automotive Group
Mr. Michael FaberPres/CIO, NextPoint SFO
  This panel discussion will feature four next-generation leaders, each with very diverse backgrounds and experience. Two panelists are G2, and two are G3, but all are family business successors. Together we will be exploring governance, primarily governance in the family circle and the business circle. Consequently, we will be talking about the Family Council’s roles, Advisory Boards, and Boards of Directors. Each of our panelists has done some creative things regarding governance, and I know we can all learn from their experiences.
02:20 – 03:00 PM Panel: Real Estate Development in the Covid-19 Era
  Mr. Elias Retsinas, Partner, Fasken – Moderator
  Mr. Anthony Guarnieri, Vice President, Family Office & Advisor Relations, Group RMC
Mr. Arthur Rosenfield, President & CEO, The National Realty Club
Mr. Anthony Broccolini, Chief Operating Officer, 3rd Generation, Broccolini
Mr. Steve Apostolopoulos, Managing Partner, Triple Group
03:00 – 03:30 PM A Perspective of a Family Member and a Financial Advisor during Covid-19
  Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax, Certified Wealth Transition Coach and Financial Coach