Agenda types: Past

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

 

 

 

The 2023 Vancouver Family Office Conference

08:00 – 09:00 AM	Networking Breakfast
09:00 – 09:10 AM	Opening Remarks
	Ms. Linda Sandström, Director of International Events, DC Finance
	Ms. Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates – Conference Moderator
09:10 – 09:35 AM	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
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. Matthew Cross, Managing Director, Kensington Capital Partners Limited
09:55 – 10:05 AM	Budget 2023: The Impact of the New AMT Rules on Philanthropy
	Mr. Hugh Woolley, CPA-CA, TEP
	With the changes to the AMT in the 2023 Federal Budget effective in 2024, Canadian philanthropists and their Wealth & Tax advisors need to revisit their gifting approaches which may be severely impacted by the new rules. Tax expert Hugh Woolley CPA-CA, TEP will discuss these rules within the context of philanthropy and more broadly.
10:05 – 10:30 AM	The AI Revolution: Risks and Rewards for the High Net Worth Community
	Mr. Stephen Ibaraki, Chairman & Managing General Partner, REDDS Capital and Founder, UN AI for Good – Moderator
	Mr. Ronald C. Shon, 2nd Generation and President, Shon Group of Companies
	Mr. Jamil Dewsi, Startup Operator & Investor
	Dr. David Hanson, CEO & Founder, Hanson Robotics
	Artificial intelligence and exponential technologies are transforming industries and presenting both unparalleled opportunities and existential risks for businesses, investments, and family offices. Join our panel of experts as they explore the potential impact of AI on wealth management, investment strategies, next-generation planning, and the broader landscape of the high net worth community. Discover how to harness the power of AI to secure long-term prosperity while mitigating challenges that could redefine the future of wealth.
10:30 – 11:00 AM	Coffee Break
11:00 – 11:40 AM	From Family Management to Non Family Business Panel
	Ms. Kim Collins, Co-Founder & Director, Collins Capital – Moderator
	Mr. Chuck Sanders, President & CEO, Director, JV Driver Group
	Mr. Glen Clark, Former President & COO, The Jim Pattison Group
	Mr. Blaine LaBonte, President
	A panel discussion about non-family members taking over management of the family business from the perspective of the founder and the “hired gun”. The panel will focus on best practices, advice to founders, how to incentivize non-family CEOs and lessons learned.
11:40 – 11:50 AM	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.
11:50 – 12:00 PM	Bold Science for Brain Health
	Dr. Viviane Poupon, President and CEO, Brain Canada Foundation
	An introduction to Brain Canada and the invaluable role it plays in funding innovative brain research in Canada. Uncover the impact of Brain Canada’s unique programs and learn about exciting developments in brain research across the country.
12:00 – 12:30 PM	The Next Gen Panel
	Ms. Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates – Moderator
	Mr. Tim Yeung, Next Gen; Associate Advisor, Next Step Advisors
	Ms. Aliya Rota, CPA, NextGen, Cameron Corporation
	Mr. Willson Guimont, Next Gen, Speaker
	As the up-and-coming generation within families, Next Gens have a unique voice and perspective. Come hear from four Next Gens (25-36yrs old), hailing from Vancouver, Calgary, Edmonton, and Seattle, as they discuss the biggest challenges they face, how they are building their own identities, and advice for engaging Next Gens within families.
12:30 – 12:50 PM	Keynote Speech: What Kind of World do YOU Want to Create – Dare to be a Conscious Cultural Creator!
	Ms. Mary Ann Thompson, Next Gen of the 7-Eleven Family; Co-Founder/President, The Memnosyne Institute; General Partner, UTF Holdings; President, Eco-Eco/Green Energy
12:50 – 01:50 PM	Lunch
01:50 – 02:10 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.
02:10 – 02:40 PM	The Real Estate Panel
	Mr. Tim Yeung, Next Gen; Associate Advisor, Next Step Advisors – Moderator
	Ms. Tina Naqvi-Rota, 2nd Generation; CEO, Cameron Corporation
	Mr. Sasha Faris, President & Founder, First Track
	Mr. Cyrus Navabi, Managing Director, Qualex-Landmark
	Mr. Ryan Berlin, Senior Economist & Director of Intelligence, rennie
02:40 – 03:00 PM	Philanthropy: from Generation to Generation
	Mr. Ezra S. Shanken, CEO, Jewish Federation of Greater Vancouver
	Mr. Alex Cristall, Chair, JWest Capital Campaign; President, Cristall Group Investments
	Ms. Lana Marks Pulver, Past Annual Campaign Chair and Incoming Board Chair, Jewish Federation of Greater Vancouver
	Leaders of the Vancouver Jewish community discuss the importance of intergenerational philanthropy and speak to how Jewish culture inspires intergenerational giving.
03:00 – 03:20 PM	Emotional Intelligence in a Chat Bot World
	Mr. David C. Bentall B. Comm., Founding Principal, Next Step Advisors
03:20 – 04:20 PM	Cocktail Reception

 

The 2021 Canadian Family Office Online Conference – Part I

10:30 – 10:35 AM	Welcome & Opening Remarks  Mr. Denny Chared, Founder & CEO, DC Finance
10:35 – 10:55 AM	Early-Stage Tech Investment Opportunities in Canada  Ms. Janet Bannister, Managing Partner, Real Ventures
	Canada has quickly become one of the best tech start-up markets in the world. Hear from Janet Bannister, Managing Partner of Real Ventures, about the factors that have led to Canada’s tech industry growth and the attractive investment opportunities in the market.
10:55 – 11:35 AM	Panel: The Impact of Foreign Connections of Family Members
	Mr. Elias Retsinas, Partner, Fasken
	Ms. Corina Weigl, Co-Leader, Private Client Service, Fasken
	Ms. Maureen Berry, Partner, Fasken
	Mr. Jonathan Charron, Associate, Fasken
	Ownership of Foreign Real Estate and the implications of real estate registries in Canada and abroad.
11:35 – 11:55 AM	Strategy & Current Views in Managing Portfolios
	Mr. Jacques Maurice, Senior Wealth Advisor & Director, Scotia Wealth Management   Mr. Andy Nasr, Chief Investment Officer, Scotia Wealth Management
	We will present asset allocation, last year’s recommendations that were presented at our 2020 conference and their performance. We will also talk about sectors to privilege in Canada and the United States. Finally, we will provide an outlook on the global economy and major asset classes like equities and fixed income.
11:55 – 12:05 PM	How Life Insurance Fits into the Asset Allocation & Estate Planning Process
	Mr. Francois Beauregard, Financial Security Advisor, Scotia Wealth Management
	For most wealthy Canadians Life insurance is often overlooked. However it is one of the most powerful tools to accumulate and protect wealth, as well as dramatically enhance the bottom line of wealthy clients. During this short presentation, we will explain how life insurance fits into asset allocation in order to grow and protect wealth without taking additional risk, the tax treatment of insurance and how life insurance is distributed to the next generation.
12:05 – 12:25 PM	The Role of Life Insurance in Business Succession – a discussion with Dr. Susan Kichuk, PhD, CEO, The Targeted Strategies Group  Mr. Rob Lamka, CPA, CA, Principal, The Targeted Strategies Group
	For family businesses, the cost of poor succession planning is high – often the survival of the business itself. In a discussion with The Targeted Strategies Group, learn how business owners can take a proactive approach to succession planning and how life insurance should be an integral part of that plan.
12:25 – 12:45 PM	The Best Investment Ideas Going Into 2022  Mr. Elie Nour, Founder & CEO, Nour Private Wealth Inc.
	NPW offers a differentiated active strategy of investing in the future and in themes that are changing the world as we know it. Our investment philosophy focuses on companies that have sustainable competitive advantages in segments of the market that enjoy long-term tailwinds. Our investment team is not just looking for topline growth but is looking for profitable growth as well. Today more than ever, we are confident that this strategy is in the best position to reap the rewards, and we are very excited about its future.
12:45 – 01:05 PM	Commitment to Philanthropy
	Ms. Kathy R. Assayag, Executive Director, The Jewish Community Foundation of Montreal
	How families can focus on accomplishing their philanthropic goals while eliminating  all administrative burdens of managing a foundation. How community foundations share their expertise to help people maximize their philanthropic impact, plan for the future, and support multi-generational continuity.
01:05 – 01:25 PM	Montreal: A Different Partnership Model – The Story of Mirum Agency/Twist Image   Mr. Mickael Kanfi, Co Founder, Twist Image and Operating Partner, Inerjys Ventures
	One of Canada’s most impressive exits, the story of the people behind it and their decision of the equal share each partner gets to join.
01:25 – 01:55 PM	How to Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon
	Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax, Certified Wealth Transition Coach & Financial Coach
	Mr. Mark W. Auger, DBA, CEO & Co-Founder, Crysalia Inc.

 

The 2021 Canadian Family Office Online Conference – Part II

11:00 – 11:05 AM	Welcome & Opening Remarks  Mr. Denny Chared, Founder & CEO, DC Finance
11:05 – 11:30AM	When All You have is Hope – a Discussion with Entrepreneur   Mr. Frank O’Dea, Co-Founder of Second Cup
11:30 – 11:50 AM	How to Reduce Taxes and Give More Using Charity Flow Through Shares Mr. Peter Nicholson, Founder & CEO, WCPD
	Since 2006, WCPD has helped Canada’s wealthiest people reduce tax, and if they wish to, give more to charities of their choice. In this engaging talk, learn how to earn a 25% profit and / or give up to three times more to charities of your choice, at no additional cost.
11:50 – 12:10 PM	How To Build An All-Weather Portfolio
	Mr. Elie Nour, Founder & CEO, Nour Private Wealth Inc.
12:10 – 12:30 PM	Trends in Privacy and Cybersecurity
	Mr. Christopher Ferguson, Partner, Fasken
	Ms. Corina Weigl, Co-Leader, Private Client Service, Fasken – Moderator
	Join us for a discussion on privacy and cybersecurity trends that are relevant to family offices and their operations and investments.
12:30 – 12:45 PM	Entrepreneurship, Technology, and Canadian Trends
	Ms. Janet Bannister, Managing Partner, Real Ventures
	In 2005, Ms Bannister launched one of Canada’s most successful Canadian online brands: Kijiji, an online classifieds site.  Today she lead Real Ventures, Canada’s preeminent seed-stage venture capital fund.  Join this discussion to hear about technology, entrepreneurship, and how Canada is emerging as a global leader in technology start-ups.
12:45 – 01:00 PM	How will Canada Pay for Fall Out of COVID-19?
	Mr. Steven Albiani, B. Comm (Hons.), CFP, FBA, Managing Partner, Stratum Advisory Group Inc.
	Steven Albiani will provide some insights on theories into how the Canadian government will be paying for the increased debt load that has resulted from the COVID-19 pandemic.  He will also highlight some ideas to address this for Family Offices and their advisory teams.
01:00 – 01:20 PM	A Score to Settle – Behind the Scenes of the Story in the October 2021 Issue of ROB Magazine – Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
01:20 – 01:40 PM	Toronto: Fireside Chat with  Mr. Miles S. Nadal, Entrepreneur, Investor & Philanthropist
01:40 – 02:00 PM	Vancouver:  From Real Estate to Technology – A Story of a Vancouver Based Family Office with  Mr. Ron Shon, President, The Shon Group of Companies, 2nd Generation Family Member
	Join this discussion about why and how Ron Shon expanded his focus from strictly real estate and other traditional investment vehicles (equities, bonds) to technology, why he thinks that any serious investor should devote a meaningful amount of effort into impact investing in areas like technology and how Ron Shon will continue to do this in the future.

 

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 Mr. Sharon 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 Bentall, B.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 Faber, Pres/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

 

The 2020 Canadian Family Office Online Conference – Part II

12:00 – 12:05 PM	Welcome and Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
12:05 – 12:55 PM	The State of Technology Businesses and Investments
	Mr. Adam Saskin, Partner, Fasken – Moderator
	Mr. Dov Moran, Entrepreneur, Inventor of the USB Flash Drive, and Managing Partner, Grove Ventures   Mr. Philip Cutler, Chief Executive Officer, PAPER  Mr. Lawrence Wagenberg, Partner, SilverTech Ventures   Mr. Liran Grinberg, Managing Partner, Team8 Capital
	This panel, consisting of speakers who are experts in their field, will discuss the current state of technology businesses and investments.
12:55 – 01:15 PM	Alternative Fixed Income: The Benefits of a Diversified and Well Implemented Program
	Mr. Paul Sandhu, President & CEO, Marret Asset Management Inc.
01:15 – 02:00 PM	Our Societal Impact and Ethics of AI
	Mr. Mark Minevich, Chair & Co-Founder, Digital Pioneers Network, and President, Going Global Ventures – Moderator  Ms. Kay Firth-Butterfield, Head, AI & Machine Learning, World Economic Forum Mr. Sylvain Duranton, Global Leader BCG GAMMA, and Managing Director & Senior Partner, BCG
	This panel will disucss how AI can be a driver to democratize, shape and deliver positive societal impact and accelerate a sustainable future for all, understand the unintended consequences and long-term effects of the AI systems that we create. The panelists will also talk about responsible AI as a core economic, strategic and competitive positioning to deal with bias and fairness.
02:00 – 02:10 PM	Smart Philanthropy
	Mr. Joshua Rubin, Philanthropic Advisor, The Jewish Community Foundation of Montreal
02:10 – 02:30 PM	Market overview with Scotia Wealth Management
	Mr. Andy Nasr, Chief Investment Officer, Scotia Wealth Management  Mr. Jacques Maurice, Director, Wealth Management, Scotia Wealth Management
02:30 – 03:20 PM	Lessons Learned in a Family Business, Then, Now and What Lies Ahead
	Mr. Philippe III de Gaspé Beaubien, CEO and Chairman T Investissemen Corp.,Serial Entrepreneur  Mr. François de Gaspé Beaubien, Chairman & CEO, Zoom Media; Executive Chairman & Co-Founder, Hivestack
	Fourteen generations distilled into 30 minutes; A no holds barred conversation between two brothers who work together (and invest in each other’s companies).

The 2019 Family Office & High Net Worth Toronto Conference

08:00 – 09:00 AM	Registration & Breakfast Sponsored by Mawer Investment Management
09:00 – 09:20 AM	Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
	Conference Moderator: Ms. Susan Fulford, LL.B. M.B.A. FEA, TEP, Family Continuity Advisor, Educator, Speaker & Moderator
	The Technology Session
09:20 – 09:50 AM	The Technology Panel – The Growth of the Toronto Technology Sector
	Introduction: Mr. Will Shaw, Co-Leader, Startup and Emerging Company Services, Fasken Martineau DuMoulin LLP
	Moderator: Mr. Richard Nathan, Managing Director, Kensington Capital Partners Ltd.
	With: Mr. Jim Orlando, Managing Partner, Wittington Ventures; Mr. Sam Ifergan, Founder & CEO, iGan Partners; Mr. Kevin Talbot, Co-Founder, Managing Partner, Relay Ventures;
	Description: A lively discussion of current market conditions among a group of high profile very active venture investors, with a sub-theme of our connectivity and interaction with major US markets in Silicon Valley and New York.
09:50 – 10:05 AM	Innovation in Healthcare – Mr. Sam Ifergan, Founder & CEO, iGan Partners
10:05 – 10:15 AM	The Cannabis Session –
	Mr. Jeffrey K. Merk, Co-Practice Group Leader, Capital Markets, Aird & Berlis LLP
10:15 – 10:25 AM	And You Thought  It Was (Finally) Done – Ms.Maureen  Berry, Partner, Fasken Martineau DuMoulin LLP
10:25 – 10:35 AM	Opportunities in Canadian Small Cap Companies – Mr. David Barr, President & CEO, Pender Fund Capital Management Ltd.
10:35 – 10: 45 AM	The Vanguard Difference– Mr. Greg Walker, Head of Institutional sales ETFs, Vanguard Investments Canada Inc;
10:45 – 10:50 AM	Investing in an uncertain world – The Importance of Probabilistic Thinking – Mr. Grant Bunker, Investment Counsellor, Private Client Group, Mawer Investment Management
10:50 – 11:20 AM	Coffee Break
11:20 – 12:20 AM	Parallel Session – A Workshop by The Richter Family Office – at the Jasper Room – Third Floor
	A New Investment Paradigm: Multi-Gen Needs vs Modern Portfolio Theory Shortcomings”
	Ms. Mindy Mayman, Partner, Richter Family Office; Mr. Greg Moore, Vice President, Richter Family Office; Mr. Danny Ritter, CPA, CA, CFA, Partner, Advising Representative, Richter Family Office
	Description: The era of extraordinary interest rates since the Great Recession of 2008 has fueled broad gains in asset prices globally – cheap money and the search for return have compressed risk premiums and elevated asset prices. But the prospect of a slowdown in global growth now leaves few options for monetary authorities to stimulate economic demand and the excess returns that investors can expect for assuming risk are compressing. This potential paradigm shift will create unique challenges moving forward as investors will either need to settle for lower returns or continue to elevate the risk in their portfolios. Now put that thought into the context of multi-generational wealth management. Largely, the wealth management business has adopted theoretical approaches which have been relied upon by large institutional pools of capital who generally only have a singular need – to fund long term obligations. However, the unique needs of a multi-generational family approach to portfolio construction has always called for a differentiated asset allocation framework. Families face competing needs and goals within their multi-generational portfolios and these are better addressed through a sound “risk-allocation” framework as opposed to what Modern Portfolio Theory can deliver.

• This session will speak to the unique needs and characteristics of managing a family legacy and will address the benefits of a well-designed “risk-allocation” approach to asset allocation.
• The intention will be for participants to understand the nuances of family wealth vs institutional capital and how a different framework and mindset can help you maximize the potential of reaching your family’s long-term investment goals.

 11:20 – 11:50 AMFamilies Working Together Moderator: Ms. Susan Fulford, LL.B. M.B.A. FEA, TEP, Family Continuity Advisor, Educator, Speaker, Mediator With: Ms. Julie Toskan, CEO, Genius100,   11:50 – 12:20 AMThe New Philanthropy Panel  Moderator: Ms. Sharon Avery, CEO, Toronto Foundation With: Mr. Aneil Gokhale, Director, Philanthropy, Toronto Foundation; Mr. Albert Tseng, Founder, Moonspire Social Ventures, Ms. Salima Rawji, Vice President Development, CreateTO; Ms. Sabina Vohra- Miller, Co-Founder, Vohra-Miller Foundation Description: Philanthropy is becoming such an integral part of the conversation for Family Offices and High Net Worth families. To broaden our perspectives, we will provide an overview of the ecosystem of giving options for wealth creators and their families. We’ll review macrotrends across Canada, and focus on 3 key sub-topics including ‘next-gen’ giving, women in philanthropy, and social impact investing.  Whether you have an established giving plan, or are just getting started, our intimate panel discussion will allow participants to explore their individual priorities for contributing to causes that matter most to their family.  12:20 – 12:30 PMBattling Short-Termism–  Mr. Trevor Hunt, CIM, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.  12:30 – 01:00 PMKeynote Speaker: Family Business, World Changes and QUÉBEC  Reawakening Mr. Philippe de Gaspé Beaubien III, Serial Entrepreneur who has established numerous start-ups and turn-arounds over the past 20 years. Currently working with 14 companies, Philippe has a number of key strengths that distinguish him from the general entrepreneurial environment.  01:00 – 02:00 PMLunch  02:00 – 02:30 PMUS Real Estate Market Opportunities – Mr. Tal Kerret, President, Silverstein Properties Inc.   02:30 – 03:10 PM Wealth Transfer & the Next Generation, Estate Planning, Family Business and Investments  Panel Moderator: Mr. Leon Goren, CPA, CA, CEO, PEO Leadership, Toronto Chair, TIGER21 With: Mr. Steve Apostolopoulos, Managing Partner, Triple Group of Companies (TGC); Mr. Robert Montgomery, CEO, First Maximilian Associates Inc.; Dr. Michael Varenbut, CEO, LiquiMedLock Inc.; Mr. George Babits, Founder, Principal Lawyer, Babits Law PC and Counsel, Altro LLP Description: Overview on what we’re hearing from our ultra high net worth families as it relates specifically to the following:
Asset allocation, overall wealth objectives, where you sit on the risk tolerance, various quotes of our TIGER21 members of what they state as the estate objectives, sense of responsibility and ultimately what keeps them up at night.   03:10 – 03:40 PMKeynote Speaker: Mr. Mitchell Goldhar, Founder & Executive Chairman, SmartCentres REIT                      

The 2018 Family Office & High Net Worth Toronto Conference

08:00-09:00am	Refreshments & Registration
09:00-09:10am	Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance Conference Moderator: Mr. Saul Plener, National Leader, PwC’s Private Company Services Practice in Canada
09:10-09:30am	The Tiger 21 Panel
	Moderator: Mr. Leon Goren, CEO, Presidents of Enterprising Organizations (PEO) With: Ms. Kate Pal, Principal, Pal Insurance Services Limited, Ms. Danielle Saputo, President, Danuto Holdings
	This panel will focus on sharing some of the best practices as it relates to the transference of wealth to the next generation. It will include some discussion around ensuring your next generation is growing up with a set of common family values, roles and responsibilities and financial literacy.
09:30-09:50am	Successful Wealth Transition – How to Prepare Your Children to Receive an Inheritance – Mr. Paul Attia, Partner, Your Family Enterprise, BMO
	The Technology & Innovation Session
09:50-10:10am	The Story of a Business Philosophy – Fireside Chat with Mr. Isadore Sharp, Founder & Chairman, Four Seasons Hotels and Resorts, and Mr. Jeremy Freedman, President, Chiefsrule Consulting Corporation
	From modest beginnings, Isadore “Issy” Sharp founded and lead the growth of one of the most respected and successful hotel and resort brands in the world.  How did he do it? What was the original vision? What were the greatest, and most unexpected challenges, and how did Four Seasons Hotels overcome them? How did he handle his own personal success? What lessons can he share on this front? Join us as this remarkable business and philanthropic leader takes us inside his journey and shares his considerable insights.
10:10-10:30am	Blockchain Technology in the Real World – Mr. Danny Weinberger, Co-Founder & CEO, Morpheus.Network, Mr. Noam Eppel, Co-Founder & COO, Morpheus.Network
10:30-10:50am	The Innovation & Technology Panel
	Moderator: Mr. Richard Nathan, Managing Director, Kensington Capital Partners Ltd With: Mr. Carey Diamond, Partner, Whitecap Venture Partners; Ms. Ayelet Baron, Chief Purpose Officer, Genius 100 Visions; Mr. Ben Zifkin, Founder & CEO, Hubba; Dr. Gregory Levey, Co-Founder & CEO, Figure 1
	Canadian venture capital is experiencing strong growth in the current cycle, attracting a wide range of investors from around the world. In particular, the Toronto/Waterloo region is attracting unprecedented interest from investors and global strategic partners. This panel will review the key areas of investor interest in emerging technology companies with a specific focus on the Toronto market.
10:50-11:10am	Break
	The Cannabis Session
11:10-11:30am	The Cannabis Panel
	Moderator: Dr. David Kideckel, Managing Director, Senior Equity Research Analyst, Healthcare & Life Sciences, AltaCorp Capital
	With: Mr. Alan Ridgeway, Partner, Sprott Capital Partners, Mr. Afzal Hasan, President & General Counsel, CannaRoyalty, Mr. David Traylor, Senior Managing Director, Golden Eagle Partners, Mr. Carl Merton, Chief Financial Officer, Aphria
	On October 17, 2018, Canada became the first G7 nation to legalize recreational-use cannabis. The discussion will focus on the Canadian, US and international cannabis markets and their opportunities. As the largest legal recreational cannabis market in the world, California will be highlighted for discussion. The panel will also discuss medical and recreational cannabis and what role branding will have in driving product sales.
11:30-11:40am	Something’s Brewing in the Cannabis Industry – Legalization and the Rise of Marijuana Beer – Mr. Dooma Wendschuh, Co-Founder, Director & Chief Executive Officer, Province Brands of Canada
11:40-11:50am	Challenges in Scaling Up a New Industry For a Global Marketplace – Mr. Greg Engel, CEO, Organigram
11:50-12:05pm	The Future of Cannabis Breeding – Mr. Scott Bowman, Chief Financial Officer, Phylos Bioscience
	The Financial Session
12:05-12:25pm	Seeking Great Ideas: The Art of Focused Investing – Fireside Chat with Mr. Pedro Escudero, Founder & CIO, DPM Capital and Mr. Oded Orgil, President, Canada Israel Chamber of Commerce
12:25-12:55pm	The Financial Alternatives Panel
	Moderator: Mr. Chris Pitts, Partner, Asset Management Leader, PwC Canada
	With: Mr. Ray Carroll, Managing Director, Chief Investment Officer, Neuberger Berman Breton Hill, Mr. James Garcelon, Executive Vice-President & Portfolio Manager, Shaunessy Investment Counsel, Ms. Maria Pacella, Senior VP, Private Equity, Pender Fund Capital Management, Ms. Lesley Marks, Chief Investment Strategist, BMO Private Banking
12:55-01:10pm	How Today’s Financial Ecosystem halts the Evolution of Banking and Investing into Alternate/Emerging Asset Classes – Fireside Chat with Mr. Jason Blick, Director & CEO, EQIBank and Denny Chared, Founder & CEO, DC Finance
01:10-02:10pm	Lunch
02:10-02:20pm	International Investing – It’s Not Foreign – Mr. Ric Palombi, Director of Research, McLean & Partners Wealth Management Ltd.
02:20-02:30pm	“Social Housing” and looking at Philanthropy in a Different Light – Mr. Erich Schwenker, President, Cardinal Capital Management, Inc.
	The Estate Planning Session
02:30-02:50pm	Challenges and Opportunities Faced by NextGen within the Family Business – Ms. Nadia King, Private Company Services GTA Leader, PwC Canada
02:50-3:05pm	Planning in Light of Recent Tax Changes – Ms. Maureen Berry, Partner, Fasken Martineau DuMoulin LLP
03:05-03:25pm	Resource Flow – Through Shares with an Immediate Liquidity Provider: How to Triple the Size of Your Donations at No Additional Cost – Mr. Peter Nicholson, President, The Foundation (WCPD)
03:25-03:45pm	Creating a Lasting Financial Legacy – Panel
	Moderator: Mr. Greg Moore, Vice President, Richter Family Office With: Mr. Daniel Gryfe, 2nd Gen of the Gryfe Family and Founder & Managing Partner, Precise Capital Management and MBARK Global, Mr. Steve Apostolopoulos, Managing Partner, Triple Group of Companies (TGC), Mr. Bill McLean, Partner – National Leader, People in Deals / Human Capital Facilitation Advisory, PwC Canada
	The vast majority of estate transitions fail within the context of the goals and wishes of benefactors. Increased estate litigation, breakdowns in family unity, or a loss of self-confidence or quality of life among receiving heirs are all symptoms of poor estate transitions. What are the hallmarks of success when it comes to passing a financial legacy across generations? This panel will explore some of the strategies that have worked to help engage and empower multi-generational families and ensure that financial legacies continue to provide opportunities and support to future heirs.
03:45-04:05pm	Break
04:05-04:25pm	Paradigm Shift: Heading into the Ninth Inning of the Economic Expansion and Bull Market – Mr. David Rosenberg, Chief Economist & Strategist, Gluskin Sheff + Associates Inc
04:25-04:45pm	Fireside Chat with Mr. Jeremy Freedman, President, Chiefsrule Consulting Corporation, and Mr. Denny Chared, Founder & CEO, DC Finance
	Meet Mr. Jeremy Freedman – a lawyer who passed on a promising business career in the U.S. (he was a Harvard Business School grad near the top of his class) that decided instead to come back to Toronto to become a trial lawyer. Nearly 15 years later, that unexpected move got the attention of the principals of Gluskin Sheff. This led to a surprising career move, and the beginning of a new journey. Gluskin Sheff  subsequently grew to become one of the prominent names in Canadian wealth management. How a litigator ended up in the investment world, changing his life and Gluskin Sheff’s future path – and what we can learn about risk in the process – are amongst the topics we will cover in this fireside chat.