The 2023 Toronto Family Office Conference
The 2023 Toronto Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast Sponsored by Harlo Capital |
| 09:00 – 09:10 AM | Opening Remarks |
| Ms. Linda Sandström, Director of International Events, DC Finance | |
| Mr. Jacob Iftah, Co-Founder & Managing Partner, Kin Capital Partners – Conference Moderator | |
| THE FINANCIAL SESSION | |
| 09:10 – 09:15 AM | Transitioning from G2 Family Office to G3 Family Office |
| Mr. Jeffrey Kimel, President & CEO, Harlo Capital | |
| 09:15 – 09:35 AM | Keynote Speech: Philanthropy as a Catalyst for Innovation |
| Ms. Naomi Azrieli, O.C., DPhil, Chair & CEO, The Azrieli Foundation | |
| Making a profound impact on the world involves more than just writing a cheque. Real change requires big thinking, solid partnerships and social innovation. Please join Naomi Azrieli, DPhil, OC, as she shares insights and stories of catalytic philanthropy from her 20 years at the helm of Canada’s largest non-corporate foundation. | |
| 09:35 – 09:45 AM | Seeking Disruption for a Positive Impact in Life, Workplace, Science and Philanthropy |
| Ms. Susan Stern, CEO, Weizmann Canada | |
| Some see disruption as a source of turmoil, uncertainty or chaos; others know it is a powerful force for good ― one that drives progress, innovation, and positive change. Science thrives in disruption. In this thought-provoking session, Susan will share examples to illustrate how seeking disruption has become a powerful force for good in philanthropy, in science, in the workplace, and in our everyday lives. | |
| 09:45 – 09:55 AM | Technology Investing in Uncertain Markets |
| Mr. Richard Nathan, Senior Managing Director, Kensington Capital Partners Ltd | |
| 09:55 – 10:05 AM | The Benefits of Investing in Private Markets Through an Open-Ended Fund Structure |
| Mr. Rémi Tétreault, Director, Client Solutions, Trans-Canada Capital | |
| In this session, we’ll be exploring why family offices stand to benefit from investing in private markets through an open-ended fund structure. Amongst other factors, investors can avoid some of the headaches of managing a private assets portfolio while benefiting from economies of scale, increased diversification and liquidity. This session will look to provide insights into why this investment solution should be top of mind in today’s environment. | |
| 10:05 – 10:25 AM | The North America Family Office Report – What are other families doing? |
| Mr. Hermann F. Leiningen, Managing Director, International Family Office Investments, Enterprise Strategic Client Group, Royal Bank of Canada | |
| As is often said, “you’ve met one family office, you’ve met one family office.” Families around the world are all very different, but they often are interested in learning from the experiences of others, especially during periods of increased uncertainty, volatility and change. During this session, Hermann Leiningen, Managing Director, RBC, will share key findings from The North America Family Office Report, a survey of 179 family offices on global trends in investments, technology, sustainability, succession planning and cybersecurity, with regional analyses and benchmarks for North America against global peers. | |
| 10:25 – 10:30 AM | Protecting Prosperity: 5 Ways to Elevate Cyber Security Today |
| Ms. Claudette McGowan, Chief Executive Officer, Protexxa lnc. | |
| This action-oriented lecture highlights the top cyber threats impacting Family Offices. Discover five (5) concrete ways to elevate your cyber security hygiene, while minimizing the likelihood and impacts of a cyber attack. | |
| 10:30 – 11:00 AM | Coffee Break |
| THE REAL ESTATE SESSION | |
| 11:00 – 11:20 AM | The Real Estate Panel |
| Mr. Jacob Iftah, Co-Founder & Managing Partner, Kin Capital Partners – Moderator | |
| Mr. Matthew Fishman, Executive Vice President, Roy-L Capital Corporation | |
| Mr. Edward Feldman, V.P. Acquisitions, Celina Capital | |
| Mr. Daniel Kumer, Executive Vice President & General Counsel, Serruya Private Equity | |
| In this session, we’ll be discussing family offices’ views and allocation of real estate within their portfolios and their strategic approach toward risk-adjusted returns across the various asset classes and positions in the cap-table. | |
| 11:20 – 11:35 AM | The Future of Residential and Multifamily Rental Real Estate in Toronto |
| Mr. Hooman Tabesh, Founder & CEO, Alliance REIT | |
| Toronto is on the brink of a major change. In the face of a historic housing crisis, city planners and elected officials have been pitching a consequential shift in the way Toronto can grow. Increased demand and severe lack of supply have resulted in sky high rents. However, the current economic and interest rate environment has also stymied development of purpose built rentals. Hooman Tabesh, founder and CEO of Alliance REIT will provide an overview of the opportunities ahead and Alliance’s unique strategy for investment in Toronto residential and multifamily real estate. | |
| 11:35 – 11:45 AM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong |
| Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science | |
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | |
| 11:45 – 12:05 PM | Art: THE Alternative Asset |
| Mr. Russell A. Glotfelty, President & CEO, AXIOM | |
| Mr. Marco Hussen, Partner, AXIOM | |
| A strategic conversation regarding the strongest alternative asset class, Art. Whether a passion collector or investor, navigating the private buy/sell art world can be tricky but profitable. Russell Glotflety & Marco Hussen discuss techniques from wealth preservation to wealth growth in the Art World. | |
| 12:05 – 12:15 PM | Uncovering Great Opportunities in a Recessionary Environment |
| Mr. Elie Nour, CFP, CIM, Founder & CEO, Nour Private Wealth | |
| This lecture will discuss Nour Private Wealth’s best investment ideas using tactical and diversified trading of equities, fixed income, and alternatives to provide absolute returns throughout any economic cycle. | |
| 12:15 – 12:25 PM | Canadian Farmland is a Wise Investment |
| Mr. Wade Barnes, Founding Partner, Invictus Farmland Inc. | |
| As the world transitions to a low-carbon future, the global demand for sustainable food, feed, and renewable energy is rising. It translates into the surge of farmland values. With deep agronomic roots and 30+ years of experience in the industry, Invictus is uniquely positioned to access premium farmland at scale and partner with top farmers to deliver exceptional returns. | |
| 12:25 – 12:45 PM | Fireside Chat: The Importance of Innovation, for Society |
| Sir Terence Hedley Matthews, Business Leader & Tech Innovator; Chairman, Wesley Clover International | |
| Mr. Owen Matthews, Chairman, Alacrity Canada; General Partner, Wesley Clover – Moderator | |
| A conversation with Sir Terry Matthews about the importance of innovation in society and its impact on sustainability and wealth generation. | |
| 12:45 – 01:45 PM | Lunch |
| 01:45 – 02:05 PM | Emotional Intelligence in a Chat Bot World |
| Mr. David C. Bentall, B. Comm., Next Generation; Founding Principal, Next Step Advisors | |
| 02:05 – 02:25 PM | Milborne |
| Mr. Hunter Milborne, Founder & CEO, Milborne Group | |
| Mr. Stefan Dupuis, Co-Founder & President, AIRES Technology Inc. | |
| 02:25 – 02:35 PM | PearTree Financial Services Ltd. |
| Ms. Marilyn Anthony, Advisor, Business Development, PearTree Canada | |
| 02:35 – 02:55 PM | Canada’s Current Epidemic of Mental Illness and Addiction among Children and Youth |
| Ms. Dina Wachtel, Executive Director, Canadian Friends of Hebrew University – Moderator | |
| Dr. Yaron Finkelstein, MD, FACMT, Dip. ABCP, Canada Research Chair in Paediatric Drug Safety and Efficacy Professor of Pediatrics, Pharmacology and Toxicology The Hospital for Sick Children, University of Toronto | |
| Ms. Rowena Pinto, President & CEO, Jack.org | |
| 02:55 – 03:25 PM | Tiger 21: Money Matters – Getting Wealthy versus Staying Wealthy |
| Mr. Leon Goren, CEO, PEO Leadership; Toronto Chair TIGER21 – Moderator | |
| Mr. G Scott Paterson, Entrepreneur, Financier & Investor | |
| Mr. Lorne Gertner, Serial Entrepreneur | |
| Mr. George Babits, Lawyer, Investor & Entrepreneur | |
| We’ll share the latest TIGER21 asset allocation and speak with our three panelists on what they’re doing to not only preserve their wealth but keep motivated and inspired. We’ll share a few stories about how they still continue to have fun and invest in various different ventures. | |
| 03:25 – 03:40 PM | Keynote Speech: Canada and the US at a Crossroad: Solutions or Failure in our Fresh Water Crisis? |
| Mr. François M. de Gaspé Beaubien, Chairman, AquaAction | |
| How does this impact you, your loved ones and your businesses? Best part: how you can be a part of the solution. | |
| 03:45 – 04:45 PM | Cocktail Reception |
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