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) |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 | |
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