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Tuesday, May 28th, 2024

The Carlu, Toronto

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The 2022 Montreal Family Office Conference

Agenda April 2022

08:00 – 09:00 amRegistration & Breakfast Sponsored by Ontario Brain Institute
09:00 – 09:10 amWelcome & Opening Remarks
 Mr. Denny Chared, Founder & CEO, DC Finance
 Mr. Nick Bakish, Founding Partner, Group RMC – Conference Moderator
09:10 – 09:40 amA Case Study – The Story of Twist Image 
 Mr. Constantinos Ragas, Partner, Fasken – Moderator
 Mr. Mickael Kanfi, Operating Partner, Inerjys Ventures 
 Mr. Mark Goodman, CEO, Vexxit
 Mr. Mitch Joel, Co-Founder, ThinkersOne
09:40 – 09:50 amValue Creation in Early-Stage Venture Capital
 Mr. Scott Dubin, Managing Director, ff Venture Capital
 ff Venture Capital (ffVC) partners with visionary founders to build companies that will influence the behavior of millions. Exclusively focused on early-stage investing since 2008, ffVC has invested in 140 companies, produced $2.9bn in exit value and currently manages a portfolio of 89 companies valued in excess of $15bn. ffVC’s model of high-touch engagement couples domain expertise with operational support to drive outcomes for our portfolio and produce consistent returns for our Limited Partners. This value add approach, being “founder friendly”, has made ffVC one of the best performing early-stage venture capital firms based in New York. 
09:50 – 10:00 amImpact Investment: Tech Investments as a Measure to Fight the Planet Crisis and Rising Inequality
 Ms. Sandrine Montsma, Managing Partner, Bridges Israel
 Israeli Technology Companies That Generate Fantastic Financial Returns While Solving The Biggest Challenges of Our Generation: The Planet Crisis And Rising Inequality.
10:00 – 10:10 amThe Digital Evolution of Pharmacy through Technology
 Mr. Karim Nassar, Chief Executive Officer & Co-Founder, Mednow Inc.
 We have seen how transportation has evolved through Uber, and how Airbnb is bigger than the world’s top 5 hotel brands, UberEats and Skip the Dishes has made food delivery more accessible, yet the pharmacy market, which is a $264B industry in Canada hasn’t changed its model of service in over 100 years. The market is ripe for disruption and Mednow Inc. plans to revolutionize the pharmacy industry through technology, with our people-first approach, best-in-class pharmacy service, and fast, free delivery to every Canadian.
10:10 – 10:20 amTwenty-Five Years of Capitalizing on Growth and Opportunity in North America’s Real Estate Sector
 Mr. Vikram Rajagopalan, Executive Managing Director, Global Head of Capital Raising, Trez Capital
 Looking for new opportunities? Trez Capital has leveraged its size and scale to find new opportunities in the real estate market and deliver reliable and consistent returns to investors for over 25 years. After Trailblazing into the U.S. real estate market in 2010, we have been at the forefront of real estate investing in the Sun Belt states. People are speaking with their feet and our boots-on-the-ground research identities where opportunities for investors will arise.
10:20 – 10:30 amThe Institutional Imperative – Why Herd Mentality Doesn’t Always get You the Best Deals
 Mr. Anthony Guarnieri, Vice President, Family Offices, Group RMC
10:30 – 10:50 amProtecting and Managing Generational Wealth: a Discussion about Governance and Control
 Mr. Yoni Feingold, Partner, Fasken
 Mr. Jonathan Charron, Associate, Fasken
 Mr. Frédéric Barriault, Associate, Fasken
 Governance and control issues are central to the effective management of wealth and to family harmony. The panel will discuss some key instruments and considerations to ensure that your wealth is properly protected and appropriately managed for generations to come.
 10:50 – 10:55 amNeurotech-Driven Patient Impact
 Mr. John Clarkson, SVP/COO, Ontario Brain Institute
 The mandate for the Ontario Brain institute is to drive patient-based impact through coordinated research networks, accessible high quality data, and direct outreach to Canadian communities with leading edge brain technologies.  We specialize in the diseases related to your parents and your children and also the most pressing post-COVID issue – mental health.
10:55 – 11:25 amCoffee Break 
11:25 – 11:30 amHorizon ETF’s Session Introduction
 Mr. Jaime Purvis, Executive Vice-President, Horizons ETFs Management (Canada) Inc.
 Mr. Emerson Baker, Vice-President, Institutional Sales, Horizons ETFs Management (Canada) Inc.
11:30 – 12:00 pmEstate Planning Pitfalls – Pre and Post Mortem Considerations
 Ms. Mindy Mayman, Partner, Chief Compliance Officer, Portfolio Manager, RFO
 Ms. Diane Tsonos, Partner, Richter LLP
 Mr. Tasso Lagios, Managing Partner, Richter LLP
 Estate Planning is a cumbersome exercise for many families who have significant legacies to consider. Legal, tax, and financial planning all play an important role in ensuring that long-term goals are met. But due to the compound nature of the various elements at play in a comprehensive estate plan, it is easy to fall victim to common pitfalls that can negatively impact an estate transition from one generation to the next. In this panel, our tax and estate planning experts will discuss some of the top areas to consider and how to avoid common mistakes that could derail even the best laid estate plans.
12:00 – 12:20 pmInflation, Interest Rate Hikes, and Geo-Political Risks – and how Investors can Profit from Them
 Mr. Elie Nour, Founder & CEO, Nour Private Wealth (NPW)
 How to navigate an elevated inflation environment, especially with the recent developments in Europe coupled with the ongoing supply constraints, strong demand, and labour shortages?Interest Rate Hikes: “It’s not the first hike you have to worry about, it’s the last.” What tactical changes to portfolios are needed in a rising rate cycle? What parallels can we draw from the humanitarian crisis we are dealing with in Ukraine to previous geopolitical risks?
12:20 – 12:30 pmMy Philosophy in Managing Portfolios
 Mr. Jacques Maurice, Senior Wealth Advisor, Scotia Wealth Management
12:30 – 12:40 pmHelping our Family Offices Clients connect with our Scotia Experts
 Mr. Jean-Frederic Gagne, Managing Director, Global Family Office Group, Scotiabank
 This lecture will discuss how the Global Family Office Group helps strategic clients and Family Offices navigate the extensive range of innovative products and services that span across Scotiabank’s full international footprint.
12:40 – 12:50 pmA 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.
12:50 – 01:00 pmEnabling Transformational Philanthropy
 Ms. Marilyn Anthony, Advisor, Business Development, PearTree Canada
 PearTree’s unique and proven platform enables transformational gifts across Canada at a lower after-tax cost of giving. Learn more about PearTree so you can increase and accelerate your charitable giving. Since 2007, PearTree has completed well over $2 billion in structured financings for donation purposes.
01:00 – 02:00 pmLunch
02:00 – 02:20 pmKeynote Speech: The Future with Digital Health 
 Dr. Sheldon Elman, Founder of Medisys Health Group, Persistence Capital Partners and Esplanade HealthTech Ventures
 Digital Health: What is it and how will it impact our lives? How will we use it and how can we benefit from it – medically and financially?
02:20 – 02:35 pmWhat Should You Expect from Your Investments?
 Mr. Alexandre Legault, MBA, CFA, Vice-President, Portfolio Manager, Allard, Allard & Associes Inc.
 This lecture will present Allard, Allard & Associes’s expected returns outlook for various asset classes by analysing historical data as well as the current context.
02:35 – 03:05 pmThe Collaborative Philanthropy Panel
 Opening Speech: Mr. Robert Kleinman, FCPA, FCA, Former Executive Director, The Jewish Community Foundation of Montreal – Moderator
 Ms. Maxyne Finkelstein, President, Morris and Rosalind Goodman Family Foundation
 Dr. Nava Michael Tsabari, Founder & Director, The Raya Strauss Center for Family Business Research at the Faculty of Management, Tel Aviv University
 Mr. Clarence Epstein, Executive Director, Claudine and Stephen Bronfman Family Foundation
 Granting to diversity and inclusion causes. Philanthropic Collaboration – learning from experience! Upcoming federal budget – effect on charities?
03:05 – 03:20 pmKeynote Speech: The Climate Crisis is a Freshwater Crisis
 Mr. François M. de Gaspé Beaubien, Chairman, AquaAction
 Canada at a crossroads: leveraging innovation & entrepreneurship for solutions. In his presentation Mr. de Gaspé Beaubien will address the fact that freshwater is at the epicenter of climate change impacts, the state of Canada’s fresh water: a disaster that has leaders in all sectors in turmoil, and a call to arms: the future of water depends on solutions developed today.
03:20 – 03:40 pmThe SFO Panel
 Mr. Éric Bédard, Partner, Managing Partner, Québec Region, Fasken – Moderator
 Mr. Marc Rouleau, President, Joddes Limited
 Mr. Frederic Martel, Chief Investment Officer, Claridge
 Investment strategy in an uncertain world, how family offices adapt to a changing environment. The panelists will discuss their investment strategy and asset mix as we enter an environment of rising interest rates and higher inflation. The panel will also discuss the challenges single family offices face when implementing their strategy.
03:40 – 03:55 pmArts: A Discussion with Photorealism Artist Yigal Ozeri
 Mr. Yigal Ozeri, Artist
 Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
 An intimate discussion with world renowned photo realistic artist Yigal Ozeri; join us as we discuss art, life, and inspiration. New York City based Israeli artist Yigal Ozeri is best known for his large-scale cinematic portraits of distinctive young women in rich prodigious landscapes. With tinges of Pre-Raphaelite aesthetics, Ozeri brings an ethereal and uninhibited sensibility to his paintings. His portraits denote art historical foundations in romanticism, while also offering contemporary notions of sensual femininity.
04:00 – 05:00 pmCocktail Reception Sponsored by Canadian Friends of Tel Aviv University