Agenda

The 2019 Toronto Family Office & High Net Worth Agenda

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 NathanManaging 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 AM Families 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 AM The 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 PM Battling Short-Termism-  Mr. Trevor Hunt, CIM, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.
12:30 – 01:00 PM Keynote 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 PM Lunch
   
02:00 – 02:30 PM US 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
  ModeratorMr. 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 PM Keynote Speaker: Mr. Mitchell Goldhar, Founder & Executive Chairman, SmartCentres REIT
   
   
   
   
   
   
   
   
   
   
   
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