The 2018 Toronto Family Office 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 |
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| 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 |
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| 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 |
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| 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. |
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