| 08:00 – 09:00 AM | Networking Breakfast | |
| 09:00 – 09:05 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | ||
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies – Conference Moderator | ||
| 09:05 – 09:30 AM | The Real Estate Panel | |
| Jacob Iftah, Founder & Managing Partner, Kin Capital Partners – Moderator | ||
| Adam Bekhor, Vice President, T.R.L. Investments Limited | ||
| Thomas Jacob, Managing Director, K2 Group | ||
| Liam Sauro, Partner, Lee Chow Group | ||
| Arjun Anand, Director, Anbros Family Office | ||
| 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. | ||
| 09:30 – 09:40 AM | Why Mid-Market Real Estate Assets Outperform Throughout Every Cycle | |
| Sorab Gill, Vice President, Head of Capital Formation & Investor Relations, Canadian Urban | ||
| The commercial real estate industry often evaluates properties based on their specific usage, such as office, retail, industrial, or multi-family. However, a more effective approach is to focus on mid-market-sized assets valued between $20 million and $60 million, which consistently outperform their counterparts regardless of usage. This presentation will explore the rationale and data supporting a specialization strategy centered around mid-market properties. | ||
| 09:40 – 10:00 AM | Private Real Estate Strategies as a Tool for Wealth Accumulation and Capital Preservation | |
| Lawrence Raponi, Vice President, Lankin Investments | ||
| This presentation explores how private investments can be effectively used grow and preserve wealth in ways that conventional investments fall short. | ||
| 10:00 – 10:10 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 | |
| Evan V. 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. | ||
| 10:10 – 10:30 AM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies | ||
| Dr. Howard Berman, Founder and Executive Chairman, Coya Therapeutics Inc. | ||
| Evan Chrapko, Founder, Chairman & CEO, Trust Science | ||
| 10:30 – 11:00 AM | Coffee Break | |
| 11:00 – 11:20 AM | Keynote Lecture: Climate Tech | |
| Benjamin Z. Bronfman, Family Member & Founding Partner, Global Thermostat | ||
| 11:20 – 11:30 AM | Market Expansion of Desmopressin: Oncology and Bleeding Disorders | |
| Rick Jeysman, President, KVR Pharmaceuticals Inc. | ||
| Desmopressin is a life-saving drug long used to treat rare bleeding disorders. Now, promising new research is revealing its potential to slow the spread of certain cancers, including breast and prostate, and offer new hope where few treatments exist. This safe, well-known medicine could help prolong life and improve the quality of life for patients suffering from aggressive cancers. | ||
| 11:30 – 11:40 AM | Profit with Purpose: Investing in Women Who Are Building the Communities of Tomorrow | |
| Judi Paré, President & CEO, Plentitude Inc. | ||
| Discover how women-led firms are reshaping the future of investing through purpose-driven strategies and community-focused capital. In this session, Judi Pare shares her journey and how Plentitude is building long-term value through real estate, leadership, and inclusion. Learn how investing in women isn’t just good ethics — it’s smart business. | ||
| 11:40 – 11:50 PM | Black Creek Global Credit: A durable and focused process to invest in corporate bonds over the long-term | |
| Richard Schulte-Hostedde, Global Fixed Income, Black Creek Investment Management Inc. | ||
| Zero-interest rate policy, massive fiscal spending, and inflation have challenged fixed income investors since the Financial Crisis. Black Creek brings decades of research and experience with global winning businesses to corporate credit. The Black Creek Global Credit strategy leverages this experience to deliver a portfolio of higher income corporate bonds with lower risk to long-term investors. | ||
| 11:50 – 12:00 PM | Family Harmony, P&C Insurance | |
| Brooke Hunter, President & CEO, Hunters International Insurance | ||
| Explore often-overlooked property-casualty insurance issues that can affect family harmony, estate planning, and personal security. Drawing on her experience as an estate executor and her firm’s work with high-net-worth families, she’ll highlight the importance of proactive, sensitive planning. She’ll also provide an insurance market outlook for North America and the GTA, along with strategic insights. | ||
| 12:00 – 12:15 PM | Why Multi-Manager for Private Equity | |
| Michael Bailey, Portfolio Manager, Alternatives Products, Fidelity Investments | ||
| This session will provide an overview of accessing private equity through a multi-strategy approach. Topics covered will include general advantages, portfolio construction, manager selection process, and examples of active management in private companies. | ||
| 12:15 – 12:35 PM | Conscious Capital and True Impact Redefining Wealth with Purpose and Passion. | |
| Rebecca Nicholson, Foundation Director & Wellness Advisor, Prime Quadrant – Moderator | ||
| Bruce Croxon, Founder, Round 13 Capital & 13th Round Fight For Life | ||
| Dr. Samantha Nutt, Founder & President, War Child Canada / War Child USA | ||
| Neeraj Jain, Entrepreneur and Investor | ||
| This powerful conversation will explore how families of wealth are shifting from transactional philanthropy to transformational giving — aligning values, vision, and capital to drive authentic impact. Together, we’ll examine how consciousness — the awareness of self, others, and the interconnected systems we live in — can inform how we give, invest, and lead. This dialogue will uncover how intentional action and expanded awareness can create ripples of lasting change — not only in the world, but within ourselves and our families. Moderated by Rebecca Nicholson, this panel invites an honest, forward-thinking conversation about legacy, responsibility, and the opportunity to lead with heart in a time that calls for deep healing and conscious leadership. | ||
| 12:35 – 01:30 PM | Lunch | |
| 01:30 – 01:35 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | ||
| 01:35 – 01:55 PM | Activating Land in a Stalled Market through creating social and economic value | |
| Drew Toth, Founder & Director, Elevate Living Inc. | ||
| Walter Sendzik, Principal, 12M Solutions | ||
| Join former mayor Walter Sendzik, current business leader and radio host, and Drew Toth, founder of Elevate Living REIT, as they walk through how to activate land exits in this stalled market through delivering strong social wins for the community. | ||
| 01:55 – 02:15 PM | Reputational Security; Why Brands Matter? | |
| Ido Aharoni, Diplomat, Advisor & Investor | ||
| 02:15 – 02:45 PM | Global Market Outlook: Navigating Uncertainty | |
| Andy Nasr, Chief Investment Officer, Scotia Wealth Management | ||
| SVP and Chief Investment Officer, Global Wealth Management at Scotiabank for a discussion on the current market conditions, implication of tariffs, and their potential effects on global portfolios. | ||
| 02:45 – 03:05 PM | Change Equals Opportunity… Be the CEO of Your Life | |
| James W. Keyes, Former CEO, 7-Eleven, Inc; Former Chairman & CEO, Blockbuster, Inc; Chairman, Key Development LLC | ||
| Change is the very essence of the role of a CEO. Keyes has coined the acronym C.E.O. (Change Equals Opportunity) to reflect on the importance of embracing change for the success of a chief executive in leading any organization forward. Change is a way of life and creates opportunities for those companies that embrace it. He offers a roadmap for embracing change throughout our lifetimes with his C-Suite of Learning. This includes understanding what to learn, how to learn, and most critically, why it’s important we learn. | ||
| 03:05 – 03:25 PM | Love in Action with Arkaya Moves: Alchemizing Capital to foster personal and collective healing and Build a Future That is Bright | |
| Lauren Albert, Founder + Chief Executive Optimist, Impact Giving; Founder + Steward, Arkaya Moves – Moderator | ||
| Kate Taylor Martin, Founder & CEO, Nutbar | ||
| Dave Sorbara, Co-Founder, Reverb Venture Partners | ||
| In a world that is abundant, humanity has never been more disconnected from nature and ourselves. In this heart opening dialogue, we will begin to broaden our understanding of what it means to truly feel nourished. By merging the rigour of science with our individual and collective capacity to heal from within, we are reminded of the power that we all have to transform our health and our world. Together, we will explore what true abundance looks like and dive into the various ways that we can nourish our hearts and minds to achieve this state – where music becomes medicine, light becomes language, vibration becomes transformation and love becomes the source of all life. Together, we will redefine what it means to lead a purpose driven life through your giving and through your wealth and offer tangible examples of how we can all better align our assets with our values. Finally, we will address the catalytic role that capital will need to play if we are to build a future that is bright – for our children and our children’s children. | ||
| 03:25 – 04:15 PM | Cocktail | |
Agenda types: Past
The 2023 Montreal Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Effi Gez, Director, The Family Office Club, DC Finance | |
| Nick Bakish, Founding Partner, Group RMC – Conference Moderator | |
| THE REAL ESTATE SESSION | |
| 09:10 – 09:30 AM | Montreal Real Estate Investors – Where are They Heading? |
| Ziki Zaffir, President, Amcor Holdings – Moderator | |
| Ian Quint, Founder, Brasswater | |
| Sam Scalia, President, Samcon | |
| Amitt Zaffir, Director, Amcor Holdings | |
| Markets in turmoil – remote working affects office space, online shopping affects retailers, employees shortage affects restaurants, high mortgage rates affect condo sales. Where is the smart money going to? Three experienced real estate investors / operators will try to answer these questions, each from his own perspective. | |
| 09:30 – 09:40 AM | Short Term Rentals as an Asset Class |
| Michael Alexander Roman Augustus, CEO, Posh Properties | |
| Founded in 2019, Posh Properties has a proven track record of investing in short-term real estate rentals across Quebec. Currently managing over 50 properties in prime locations such as Mont-Tremblant, Quebec City, Charlevoix, and Montréal. Our property acquisition strategies include outright purchases, residential and commercial arbitrage, and co-hosting. This new alternative asset class is changing the parameters and returns of real estate investments. | |
| 09:40 – 09:55 AM | The Future of Single Family and Multifamily Real Estate as an Asset Class |
| Hooman Tabesh, Founder & CEO, Alliance REIT | |
| Canada is on the brink of a major change. In the face of a historic housing crisis, elected officials and city planners are considering consequential shifts in the way Toronto and other major Canadian cities will grow. Increased immigration, local demand and severe lack of housing supply have resulted in sky high rents and the belief in the long-term strength and safety of residential rental real estate as an asset class. The current economic and interest rate environment have posed a number of challenges but have also provided a number of advantages depending on the investment strategy. | |
| THE FINANCE SESSION | |
| 09:55 – 10:05 AM | Diversify the Equity Risk Without Penalizing Long-Term Returns |
| Maxime-Jean Gérin, Chief Executive Officer / Chef de la Direction, Finalta Capital Inc. | |
| Finalta Capital is a private debt fund deploying a secured, direct lending strategy emphasizing predictable income and lower risk in a deep, fast growing, innovative, small and midsize enterprise market segment. The reliable high-yield investment strategy by an established manager is designed to diversify the equity, interest rate and credit risk of an investor’s balanced portfolio without penalizing its long-term return. Institutional and family office investors adhere to the fund’s impact mandate and sustainable development goals, which is governed by an independent board of directors and credit committee. | |
| 10:05 – 10:15 AM | TCC’s Alternative Story |
| David Alloune, Senior Director, Asset Allocation, Trans-Canada Capital Inc. | |
| How the Air Canada Pension Investment team turned their successful private markets strategy into a turn-key investment solution. | |
| 10:15 – 10:35 AM | Fireside Chat: Three Generational Philanthropic Project |
| Nan-B de Gaspé Beaubien, Philanthropist, Co-Chair, The de Gaspé Beaubien Foundation | |
| François M. de Gaspé Beaubien, Chairman, AquaAction – Moderator | |
| Why our family chose to address the fresh water crisis and why your family should care. | |
| 10:35 – 11:05 AM | Coffee Break |
| 11:05 – 11:20 AM | Fireside Chat: Smart Philanthropy |
| Anne-Marie Boucher, Lawyer, Investor & Philanthropist, The Garber-Boucher Family Office | |
| Kathy R. Assayag BA, ICD. D, President & CEO, The Jewish Community Foundation of Montreal – Moderator | |
| A conversation on how Donor Advised Funds can help people manage their philanthropic giving more effectively, and with more flexibility. Community Foundations offer tax-wise tools that help people experience the joy of giving with complete privacy and peace of mind. | |
| 11:20 – 11:30 AM | AMT – Taxing the Rich’s Generosity |
| Ron Bernbaum, LL.B, Founder & CEO, PearTree Canada | |
| This practical information session will cover real-life examples of the impact of the new AMT changes to the Income Tax Act prior to becoming law on January 1, 2024. This session is a must-attend for HNW families – especially those committed to philanthropic causes, their tax professionals, financial advisors, and anyone interested in understanding the implications of these changes on Canada’s financial landscape. | |
| 11:30 – 11:40 AM | Riding the Wave of Crisis |
| Yuval Avni, Managing General Partner & Co-Founder, Crescendo | |
| Crisis is the best time to invest in privet tech, prior such times proved to show the best returns. Seed II investment theme can leverage to its fullest the potential in the current market conditions. | |
| 11:40 – 12:00 PM | Scotia |
| Jacques Maurice, Senior Wealth Advisor, Scotia Wealth Management | |
| Maximizing Wealth with Tax-Efficient Strategies: Insightful discussion on tax-optimized wealth management, highlighting the present strategic advantages of discount bonds and growth opportunities inherent in large cap equities. | |
| Jean-François Dion, CFA, Associate Director, Roynat Equity Partners | |
| Peter Clair, Director & Head, National Accounts Québec, Scotiabank | |
| We invite you to discover Scotiabank’s full breath of banking, capital and advisory solutions. We are committed to allow your business to thrive and reach its full potential, at every stage of its life cycle. Together, Scotiabank and Roynat can deliver comprehensive and innovative capital solutions to your business, from minority equity investments, junior lending, senior financing and much more. | |
| 12:00 – 12:20 PM | Institutional Uses of Exchange Traded Funds |
| Bobby Eng, Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton Investments | |
| Institutional investors have been using ETFs for decades in a variety of different strategies. In fact, ETFs are among the fastest growing investment vehicles in institutional portfolios and will play an important role in portfolio construction and asset allocation for years to come. This session will review the most commonly used ETF strategies and discuss liquidity and trading considerations. Gain perspective on how these tools can help provide precise exposure in a low cost, transparent and tradable way. | |
| 12:20 – 12:30 PM | Technology and Life Science |
| John Dvor, EVP, North America, Pluri Inc. | |
| Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. | |
| 12:30 – 01:30 PM | Lunch |
| 01:30 – 02:00 PM | Tiger 21 – Where Success Begins! |
| Patricia Saputo, Co-founder, Executive Chairperson of the Board & Strategic Advisor, Crysalia; Chair of Tiger 21 Montreal – Moderator | |
| François-Pierre Chevalier, President, Dynamark mgmt; Investor | |
| Steven Shelton, CEO & Founder, MySeat Media Inc and KSKS Partners Inc | |
| Patricia Saputo will interview two Tiger 21 members who will explain where their liquidity event came from and what were the defining moments that made the difference. They will explain the transition they went or are going through and how they are adapting to this new world of wealth. Finally, they will explain how Tiger 21 has become their own personal board of directors. | |
| 02:00 – 02:10 PM | Teralys Capital Innovation Fund 2023 |
| Jacques Bernier, Managing Partner, Teralys Capital Innovation Fund 2023 | |
| Venture capital has consistently outperformed public markets over 5, 15, and 25-year periods. It provides access to highly competitive pre-IPO investment opportunities and disruptive innovations, combats market volatility and aligns your investment strategy with core values and passions. However, is it a complex asset class requiring specialized expertise and diversification. How to venture… in Venture Capital? | |
| 02:10 – 02:20 PM | Why invest in Venture Capital? Why Canada? Why now? |
| Isaac Souweine, Partner, Pender Ventures | |
| Venture Capital in Canada is the key to unlocking the future of innovation and technology. It is part of an asset allocation strategy that investors should not overlook. With a growing tech ecosystem, a robust talent pool and supportive government initiatives, Canada is a prime destination for leading edge startups. Investing in this vibrant landscape means participating in the next wave of disruptive technologies. In this session, Isaac will share the team’s passion for this asset class and why you may want to learn more. | |
| 02:20 – 02:35 PM | Uncovering Unique Opportunities in the Most Anticipated Recession Ever |
| Elie Nour, CFP, CIM, Founder, CEO & Portfolio Manager, Nour Private Wealth | |
| The foundation of our tactical investment process focuses on identifying equity and fixed-income investments that are positioned to outperform in the current and upcoming phase of the economic cycle. | |
| 02:35 – 02:55 PM | Fireside Chat |
| Tal Kerret, President, Silverstein Properties | |
| Nick Bakish, Founding Partner, Group RMC – Moderator | |
| 02:55 – 03:30 PM | Panel: Next Gen In Tech |
| Sharon J. Fraenkel, CEO, Ottawa, Quebec and Atlantic Canada, Tel Aviv University Canada – Moderator | |
| Stewart Litvack, Associé / Partner, Litvack Dessureault | |
| James Bloomfield, Co-Founder & CEO, Moda Match | |
| Ari Pinkas, Co-Founder & VP Business Development, Ora Graphene Audio Inc. | |
| Navi Cohen, VP of Advanced Materials, SRTX Labs | |
| 03:30 – 03:50 PM | The Resurgent Global Authoritarianism, An Assault on Human Rights and Political Prisoners as a Looking Glass |
| Hon. Irwin Cotler, Former Minister of Justice and Attorney General of Canada | |
| 03:50 – 04:50 PM | Cocktail Reception |
The 2024 Montreal Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance | |
| Sharon J. Fraenkel, CEO, Tel Aviv University Canada (Ottawa, Quebec and Atlantic Canada) – Conference Moderator | |
| 09:10 – 09:30 AM | Next Gen Insights: Adapting to the Shifting Landscape of Commercial Real Estate |
| Amitt Zaffir, Real Estate Investment Professional – Moderator | |
| Bryan Spatzner, Founder, MTRPL | |
| Maximilian Cukier, Real Estate Entrepreneur; Principal, Woodland Capital | |
| Simon Yeramian, Managing Director US Division, Brasswater | |
| A dynamic group of rising local investors share their insights on the evolving landscape of commercial real estate. Discover how today’s market differs from the prior decades, including the impact of technology, shifting investor priorities, and emerging opportunities. Gain valuable perspectives on the challenges and trends shaping the future of real estate investing in 2024 and beyond. | |
| 09:30 – 09:40 AM | Capital Growth and Community Impact: The Plentitude Investment Approach |
| Judi Paré, CEO, Plentitude | |
| Plentitude offers high-net-worth investors exclusive access to stable, high-growth real estate investments designed to preserve and grow capital. Our projects build wealth and create a meaningful social impact, leaving a legacy of affordable and sustainable communities. | |
| 09:40 – 09:50 AM | The Canadian Cancer Society Research Advantage: How Canada’s Top Charitable Funder of Cancer Research is Transforming the Future of Cancer |
| Dr. Stuart Edmonds, Executive Vice President, Mission, Research and Advocacy, Canadian Cancer Society | |
| Join Dr Stuart Edmonds of the Canadian Cancer Society (CCS) to explore how CCS’s targeted investment in cancer research not only accelerates scientific discovery but also translates into tangible benefits for patients across Canada and beyond. This presentation will offer a compelling look at how collaborative funding efforts are transforming the future of cancer. | |
| 09:50 – 09:55 AM | Dementia Prevention: A New Proactive Approach |
| Camille Isaacs-Morell, Vice-President, Hope for Dementia | |
| Current trends indicate that by 2030 there will be 1 million persons living with dementia in Canada. A growing body of research identifies 12 modifiable risk factors that can reduce the risks of dementia. Hope for Dementia proposes the use of innovative technology and educational methods to incite and engage seniors to take measurable actions to mitigate the modifiable risks of dementia. | |
| 09:55 – 10:05 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 |
| Evan V 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. | |
| 10:05 – 10:30 AM | Families Can Lead the Way in the Decarbonization Transition |
| Joanna Klimczak, Senior Director US & Canada, CREO – Moderator | |
| David Martin, President, Bromart Holdings | |
| Sylvie Trottier, Philanthropist, Family Principal & Advocate; Board Member, Trottier Family Foundation and the Eclipx Family Office | |
| Carl Bennett, Managing Director, Bennett Church Hill Capital | |
| Discussion with Family Principals about the immense opportunity families have to get ahead of the decarbonization transition or latch onto it. | |
| 10:30 – 11:00 AM | Coffee Break |
| 11:00 – 11:25 AM | Fireside Chat with Andrew Lutfy |
| Andrew Lutfy, CEO, Groupe Dynamite & Carbonleo | |
| Philippe de Gaspé Beaubien III, CEO & Chairman, T Investment Corporation – Moderator | |
| Please join this fireside chat about Andrew Lutfy’s life and what he built. His retail empire, the Four Seasons hotel, his real estate empire and his mega project ROYAL MOUNT. | |
| 11:25 – 11:50 AM | Balanced Growth: A Strategic Approach to Maximizing Returns and Minimizing Risk for HNW and UHNW Families |
| Jacques Maurice, Senior Wealth Advisor, Scotia Wealth Management | |
| Smart Credit: Liquid Alternatives to Strengthen Private Debt Portfolios | |
| Marc-André Gaudreau CPA, CGA, CFA, Vice President & Senior Portfolio Manager, Scotia Global Asset Management | |
| Pierre Laboursodière, EVP Eastern Canada, Scotia Wealth Management Private Banking | |
| 11:50 – 12:20 PM | A Historical Inflection Moment |
| Hon. Irwin Cotler, Former Minister of Justice & Attorney General of Canada | |
| We are facing an almost unprecedented moment of inflection, where we are witnessing an intensifying Axis of Aggression, the backsliding of democracies, mass atrocity crimes and an ongoing culture of impunity. This talk will summarize the crisis inflection points and also the agenda for action to combat it. | |
| 12:20 – 12:30PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 12:30 – 01:30 PM | Lunch |
| 01:30 – 02:00 PM | Women in Leadership |
| Danièle Henkel, Founder & CEO, Henkel Media – Moderator | |
| Claudine Bouchard, Executive Vice President & Chief Operating and Infrastructure Officer, Hydro‑Québec | |
| Alice Minying Wu, Founder & President, Groupe Boda | |
| Nawel Mahieddine, Vice President, Daniele Henkel Productions | |
| This panel is going to demonstrate the reality of women rising as leaders in different industries. They are going to share their experience in different industries and different contexts of work but that still have similarities. | |
| 02:00 – 02:30 PM | Success & Transitions |
| Patricia Saputo, Co-Founder, Executive Chairperson of the Board & Strategic Advisor, Crysalia; Chair of Tiger 21 Montreal – Moderator | |
| Claudie Bélisle-Desjardins, Second Generation, Notary, Entrepreneur, & Real Estate Investor | |
| Dr. Tony Nimeh, Physician, Entrepreneur, Real Estate Investor & Business Consultant | |
| Getting to know why members decide to join Tiger 21, a peer to peer learning group, after success is achieved. Gaining insights and a closer look at the story of 2 Tiger members. | |
| 02:30 – 02:50 PM | From Small Beginnings to Nationwide Success – The Mandy’s Story |
| Mandy Wolfe, Founder & Co-Owner, Mandy’s | |
| Rebecca Wolfe, Founder & Co-Owner, Mandy’s | |
| This panel is a recap of the past twenty years in business, what its like working with family, starting from scratch, learning along the way, and growing and scaling your business. | |
| 02:50 – 03:05 PM | Five Mega Trends for the Next 10 Years and How to Find Happiness |
| Philippe de Gaspé Beaubien III, CEO & Chairman, T Investment Corporation | |
| 03:05 – 03:30 PM | Technology and Entrepreneurship Through the Generations |
| Sir Terence Hedley Matthews, Business Leader & Tech Innovator; Chairman, Wesley Clover International | |
| Owen Matthews, Chairman, The Alacrity Foundation – Moderator | |
| A founder and a second generation successfully working in the same business. Sir Terry Matthews and his son Owen Matthews will discuss their dynamic of working together in their family office’s technology investment group. How they work independently, yet create value together. They will also share where they see emerging trends in the venture capital markets. | |
| 03:30 – 04:30 PM | Cocktail |
The 2024 Toronto Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance | |
| Nick Bakish, Founding Partner, Group RMC – Conference Moderator | |
| 09:10 – 09:30 AM | Fireside Chat: Investing with Principle |
| Miles S. Nadal, Founder, Peerage Capital Group | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Peerage Capital is a family office with extensive holdings in the North American luxury residential re-sale business, as well as the storage and wealth management sectors. Founder and Executive Chair, Miles Nadal, adheres to a principle-based approach to selecting the entrepreneurial partners who drive growth. He believes that those who are truly passionate about their business will ultimately succeed through every market cycle. | |
| 09:30 – 09:40 AM | Investing in Blockchain Opportunities (not Crypto) |
| Paul Rajchgod, Managing Director, Ayre Ventures | |
| Ayre Ventures is among the largest utility blockchain-focused venture capital groups. Investing in high-growth blockchain opportunities – not ‘crypto’ – is our main focus. We will discuss what this means and our approach to investing in blockchain. | |
| 09:40 – 09:50 AM | Using ETFs like an Institutional Investor |
| Bobby Eng, CIMA®, Senior Vice President, Head of Platform & Institutional ETF Distribution, Franklin Templeton Canada | |
| Institutional investors use Exchange Traded Funds in a variety of different investment strategies. This session will cover the most used ETF strategies institutional investors employ and how these valuable tools can support portfolio construction and asset allocation for family offices and high net worth investors. | |
| 09:50 – 10:05 AM | Is Investment Planning Realistically Possible Anymore? |
| David Newman, Regional Head, Central Canada, Letko Brosseau | |
| With the world changing so rapidly, can financial forecasters accurately predict what the future holds? How do you invest for future generations in such a volatile world? Letko Brosseau offers timeless principles to consider for long term success. | |
| 10:05 – 10:15 AM | Express Car Washes are Rolling into Canada |
| Connor Patterson, Vice President, Asset Management, KEILTY | |
| This session introduces one of Canada’s most exciting, emerging alternative real estate investments, express car washes. Poised for significant growth and institutional attention, this session will explore proven strategies, market insights, and compelling opportunities to invest in developing the express car wash market in Canada. | |
| 10:15 – 10:35 AM | The Real Estate Panel |
| Jacob Iftah, Co-Founder & Managing Partner, Kin Capital Partners – Moderator | |
| Rafael Lazer, Chief Executive Officer, Almadev | |
| Liam Sauro, Partner, Lee Chow Group | |
| Adam Bekhor, Vice President, T.R.L. Investments Limited | |
| 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. | |
| 10:35 – 11:05 AM | Coffee Break |
| 11:05 – 11:25 AM | Fireside Chat: Wealth Owners Can Lead in The Decarbonization Transition |
| Olivier Desmarais, Businessman & Philanthropist | |
| Joanna Klimczak, Regional Director Canada, CREO Syndicate – Moderator | |
| Fireside chat about the immense opportunity Family Principals have to accelerate the decarbonization transition and enhance our future economy. | |
| 11:25 – 11:35 AM | Next-Gen Real Estate: Harnessing the Power of Medical Outpatient Buildings to unlock Multi-Family Real Estate Value |
| Dr. Greg Appelt, President & Founder, Appelt Properties | |
| The lecture will explore the current state of medical real estate and the multi-family rental situation in Canada and will explore the unique intersect as well as synergy between these two demographically backed asset classes. | |
| 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 |
| 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 – 11:55 AM | Transforming the Housing Crisis into Opportunity |
| Judi Paré, President & CEO, Plentitude Inc. | |
| In the face of financial adversity and a failing marriage, Judi navigated the complexities of homeownership as a single mother of three. From the distress of being on the brink of homelessness, she fought relentlessly to provide stability for her family. This journey of resilience and determination fuels her commitment to championing affordable and senior housing initiatives for those facing similar challenges. | |
| 11:55 – 12:15 PM | Nocor |
| Phil Neuman, Founder, Nocor | |
| Please join serial entrepreneur Phil Neuman as he introduces his new fund NOCOR which excels in strategically acquiring and liquidating premium “non-correlated” assets like fine art, wine, and luxury watches, among other unique investments. The fund is currently seeking investment through a private placement of short-term to long-term notes, offering extremely competitive rates and terms that adapt to market conditions. | |
| 12:15 – 12:35 PM | What’s next? Building a Legacy from your Legacy |
| David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Cory Janssen, Co-Founder, Investopedia; Co-Founder & Co-CEO, AltaML | |
| Zabi Yaqeen, Founder & President, Muuvment | |
| Alan Greenberg, Investor, Developer & Manager of Residential Real Estate | |
| Success is relative, and building from your success and legacy even harder because infusing your passions and purpose with new endeavors, and actively putting your time and capital into leading projects comes with inherent risks. Join three experienced leaders in how they navigated their early successes into supporting mission driven companies. | |
| 12:35 – 01:35 PM | Lunch |
| 01:35 – 01:40 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:40 – 02:00 PM | Crypto, AI, and Psychedelics – The Three Great Forces of Change Today; A Fireside Chat with Dmitry Buterin + Elliott Bayev |
| Elliott Bayev, Investor, Systems-Thinker & Author – Moderator | |
| Dmitry Buterin, Entrepreneur | |
| The world is changing rapidly, influenced by the rise of new technologies and new paradigms. Hear Dmitry Buterin in conversation with Elliott Bayev as they unpack three of the most impactful recent technological and cultural developments including the rise of crypto, AI, and the growing popularity of psychedelics. | |
| 02:00 – 02:25 PM | The Future of Health and Wellness |
| Rebecca Nicholson, Advisor & Executive Director – Moderator | |
| Sanjay Singhal, Founder & Executive Director | |
| Nicholas Reichenbach, Founder, Evolver Ventures Inc and Flow Beverage Corp | |
| This panel will discuss the importance of investing in health, wellness and psychedelics for personal growth, connection and business success. | |
| 02:25 – 02:55 PM | Money, Time & Impact |
| Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation | |
| What you do that’s important to you can be an inspiration to others, including to your family business. Join Sara Crown Star to consider how your resources, passion or time can help others make an impact in their lives. | |
| 02:55 – 03:15 PM | The Consequences of Hate and Trauma |
| Dina Wachtel, Vice President for Community Affairs, The Canadian Friends of Hebrew University – Moderator | |
| Dr. Ayelet Kuper, Associate Professor, the Department of Medicine, the University of Toronto | |
| Prof. Asher Ben-Arieh, Dean of the Paul Baerwald School of Social Work and Social Welfare, the Hebrew University of Jerusalem | |
| Join us for a compelling panel discussion featuring two distinguished experts who integrate academic activism with interdisciplinary approaches in their respective fields. Prof. Asher Ben Arieh, a world-renowned authority on children’s wellness, will discuss innovative practices in treating trauma among children in unique circumstances. Dr. Ayelet Kuper, an Internist MD and Professor at the Faculty of Medicine at the University of Toronto, will address the provocative question: Can doctors feel and express hate toward a social minority? This session promises to offer insightful perspectives on complex issues that impact our society today. | |
| 03:15 – 03:50 PM | Harnessing AI for Transformational Change |
| Mark Minevich, President & Founding Partner, Going Global Ventures – Moderator | |
| Tudor Morosan, Founder, Axomath Research Inc | |
| Tina Chakrabarty, Global VP – Head of Data & AI Governance, Sanofi Pharmaceuticals | |
| Francis Dion, Serial Entrepreneur | |
| Adithya Rao, Investment Director, SCALE AI | |
| This panel brings together top experts to discuss the transformative impact of AI, strategies for risk mitigation, innovative adoption and growth approaches, and the role of regulations and governance in shaping AI development. Industry leaders will explore the best practices for supporting startups aimed at long-term success. | |
The 2023 Toronto Family Office Conference
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 2022 Montreal Family Office Conference
Agenda April 2022
| 08:00 – 09:00 am | Registration & Breakfast Sponsored by Ontario Brain Institute |
| 09:00 – 09:10 am | Welcome & Opening Remarks |
| Mr. Denny Chared, Founder & CEO, DC Finance | |
| Mr. Nick Bakish, Founding Partner, Group RMC – Conference Moderator | |
| THE TECHNOLOGY SESSION | |
| 09:10 – 09:40 am | A 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 am | Value 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 am | Impact 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 am | The 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. | |
| THE REAL ESTATE SESSION | |
| 10:10 – 10:20 am | Twenty-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 am | The 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 am | Protecting 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 am | Neurotech-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 am | Coffee Break |
| THE FINANCE SESSION | |
| 11:25 – 11:30 am | Horizon 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 pm | Estate 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 pm | Inflation, 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 pm | My Philosophy in Managing Portfolios |
| Mr. Jacques Maurice, Senior Wealth Advisor, Scotia Wealth Management | |
| 12:30 – 12:40 pm | Helping 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 pm | 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. | |
| 12:50 – 01:00 pm | Enabling 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 pm | Lunch |
| 02:00 – 02:20 pm | Keynote 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 pm | What 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 pm | The 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 pm | Keynote 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 pm | The 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 pm | Arts: 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 pm | Cocktail Reception Sponsored by Canadian Friends of Tel Aviv University |
The 2022 Vancouver Family Office Conference
| 08:00 – 09:00 AM | Registration & Breakfast |
| 09:00 – 09:05 AM | Welcome & Opening Remarks |
| Mr. Denny Chared, Founder & CEO, DC Finance | |
| Ms. Elisabeth Finch, Partner, Family Enterprise Services, PricewaterhouseCoopers LLP – Conference Moderator | |
| 09:05 – 09:10 AM | Welcome from the Jewish Federation of Greater Vancouver |
| Mr. Ezra S. Shanken, CEO, Jewish Federation of Greater Vancouver | |
| 09:10 – 09:40 AM | The Real Estate Panel |
| Mr. Braiden Goodchild, Head of Real Estate M&A, PwC LLP – Moderator | |
| Mr. Tim Yeung, Director, Development, Peterson | |
| Mr. Gabriel Millard, Vice President, Corporate Finance & Capital Markets, Avenue Living Asset Management | |
| Mr. Sean Hodgins, Second Generation Leader, Century Group Lands Corporation | |
| The real estate panel will discuss emerging trends impacting the industry, implications of COVID and geopolitical events on the sector, and investment considerations applicable to Metro Vancouver. The panel will also open the floor to questions from the audience. | |
| THE LEGAL SESSION | |
| 09:40 – 10:00 AM | Effective and Impactful Philanthropy: Current Canadian Trends and Tips |
| Ms. Brenda Lee-Kennedy CPA, CA, TEP, Partner, PricewaterhouseCoopers LLP | |
| Mr. Dheeraj Bisla, Tax Senior Manager, PricewaterhouseCoopers LLP | |
| This session will bring forward a discussion on the state of Canadian philanthropy: How are Canadian private foundations and philanthropists doing their social good differently, rethinking their engagement with the charitable sector, and investing their philanthropic resources more optimally? Many of Canada’s private foundations that are family-sponsored have professionalized their operations and integrated the philanthropic distribution decisions with the family’s overall wealth distribution plan and investment strategy. The panelists will also look at the movement by today’s philanthropic leaders to bring diverse perspectives to the table and to find innovative and impactful way of doing things that go beyond the traditional transfer of new charitable dollars to charities. | |
| 10:00 – 10:20 AM | The Top 5 Pitfalls – Navigating Legal Issues Before They Arise |
| Ms. Alison Oxtoby, Counsel, Fasken – Moderator | |
| Mr. Eric Clavier, Partner, Fasken | |
| Ms. Tracey Cohen, Partner, Fasken | |
| Ms. Laura Smith, Partner, Fasken | |
| Mr. Mike Stephens, Partner, Fasken | |
| This panel of legal experts will provide guidance on the top 5 issues often overlooked by high net worth families. Topics will include business succession, technology and real estate holdings, as well as estate planning and litigation. | |
| THE FINANCE SESSION | |
| 10:20 – 10:25 AM | Horizon 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. | |
| 10:25 – 10:45 AM | Family Office Investment Trends |
| Mr. Giuliano Celle, Managing Director, UBS Global Family Office Americas | |
| Giuliano Celle will discuss recent family office trends, with a particular focus on his experiences with international FOs. He will describe how FOs are positioning themselves in the current volatile macro environment, in addition to speaking broadly about a few strategies that these sophisticated investors have engaged in with UBS. Giuliano will also talk about certain evergreen and increasing interests of family offices, ranging from exclusive events to private markets, in addition to demand for bespoke financing. | |
| 10:45 – 10:55 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. | |
| 10:55 – 11:05 AM | Enabling 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. | |
| 11:05 – 11:10 AM | Neurotech-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. | |
| 11:10 – 11:40 AM | Coffee Break Sponsored by Ontario Brain Institute |
| 11:40 – 12:00 PM | Inflation, 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? | |
| 12:00 – 12:10 PM | The 40 is Broken |
| Ms. Allison Taylor, CEO, Co-Founder & Portfolio Manager, Invico Capital Corporation | |
| With billions of dollars currently allocated to fixed income investments that are stuck in negative territory and volatility continuing to impact equity and public markets, a conventional portfolio is no longer positioned to address the income or cash flow needs of today’s investors. There is growing sentiment amongst the industry’s best that allocating to alternative investments is an ideal solution to address these headwinds and that products like private debt can offer high-yielding options that help mitigate volatility. | |
| 12:10 – 12:30 PM | You Don’t Need Life Insurance… |
| Mr. John Hutson, CA, Principal, The Targeted Strategies Group (TTSG) | |
| This session will recap the reasons why an ultra high net worth family should want life insurance as an asset class even if they do not need it. And importantly discuss the current top 5 issues to be aware of related to acquiring and owning this asset class. | |
| 12:30 – 12:40 PM | How to Not Get Fooled in Private Credit |
| Mr. Colin Kilgour, Principal, Kilgour Williams Capital | |
| Mr. Daniel Williams, Principal, Kilgour Williams Capital | |
| Private credit is an important source of alternative yield for income-seeking investors in the low rate environment, and it will likely become more attractive as rates rise. Recent miscues in the Canadian private credit space have led to investor losses and suspension of investor redemptions. We will provide guidance for investors in their assessment of credit alternatives to avoid potential pitfalls and to invest confidently in the private credit space. | |
| THE REAL ESTATE SESSION | |
| 12:40 – 12:50 PM | Western Canadian Residential Real Estate through an Alternative Lending Lense |
| Mr. Ches Hagen, Director & Chief Executive Officer, AP Capital Mortgage Investment Corporation | |
| Western Canada has for decades possessed an asset class that attracts some of the world’s wealthiest individuals and families. That asset class is residential real estate. Metro Vancouver’s population of 2.6M is expected to surpass 3.8M in 30 years, and with unique challenges supplying housing to meet sustained demand, many believe the residential market will continue to see price appreciation. AP Capital’s Ches Hagen will look at how this asset class is intertwined with the mortgage industry and share the firm’s insights. As CEO of AP Capital MIC and current President of the BC MIC Managers Association (comprised of 30 alternative lenders in BC), Ches will share a well-rounded look at the mortgage market in BC’s residential real estate. | |
| 12:50 – 01:00 PM | Doing Well by Doing Good – What Difference will You Make Today? |
| Mr. Andrew Cockburn, Chief Operating Officer, Sarmaya Capital Corp. | |
| Doing Well While Doing Good: What difference will you make today? $1 out of every $4 invested today in the U.S. goes to sustainable impact investments in order to help make positive change in the world. This talk will walk you through how we can help break the cycle of poverty one multi-family community at a time, creating a more environmentally friendly asset, all while providing solid returns. | |
| 01:00 – 01:10 PM | Twenty-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. | |
| 01:10 – 01:20 PM | Investing in the Future: Robotics & AI |
| Mr. Oliver Mitchell, Managing Director, ff Venture Capital | |
| As early-stage investors, our job at ff Venture Capital is to invest ahead of trends. Even before the pandemic, we observed huge inefficiencies in the global supply chain and seeded innovations utilizing drones, robotics, and applied AI to overcome labor shortages. This talk will profile a number of these ground-breaking technologies, as well as sharing ffVC’s process that has led to so many exits and pre-IPO unicorns. | |
| 01:20 – 02:20 PM | Lunch |
| 02:20 – 02:40 PM | The Social and Economic Imperative of Music in our Community |
| Ms. Angela Elster, President & CEO, The Vancouver Symphony Orchestra and the VSO School of Music | |
| Ms. Elisabeth Finch, Partner, Family Enterprise Services, PricewaterhouseCoopers LLP – Moderator | |
| We will create a foundation for the day with a discussion of the transformative power of music. Backed by global, regional and local data and perspectives, you will learn the critical role that music plays both in our economy and the social fabric of our community – and most especially our mental health. | |
| 02:40 – 02:50 PM | The 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. | |
| 02:50 – 03:10 PM | A Fireside Chat with Mr. Paul Desmarais III, Next Generation & Entrepreneur |
| Mr. Paul Desmarais III, Next Gen, Chairman & CEO, Sagard, Executive Chairman & Co-Founder, Portage Ventures, and Chairman & Co-Founder, Diagram | |
| Ms. Sabrina Fitzgerald, National PwC Private Leader, PwC LLP – Moderator | |
| 03:10 – 03:40 PM | The Next Generation Women in Leadership Panel |
| Ms. Deena Chochinov, Therapist, Management Consultant & Family Enterprise Advisor – Moderator | |
| Ms. Linda Solomon Wood, Founder & CEO, Observer Media Group | |
| Ms. Carol Lee, Chair & Co-Founder, The Vancouver Chinatown Foundation | |
| Ms. Zahra Salisbury, Managing Director, Design & Special Projects, Pacific Reach | |
| This conversation will focus on the leadership qualities and lessons the Next Gen panelists have learned growing up in an enterprising family. They will share how this experience has influenced their journey in becoming successful, purposeful and inspirational women leaders in their own right. | |
| 03:40 – 04:10 PM | The Addiction Panel |
| Opening Speech: Mr. Zak Williams, Entrepreneur, Investor, Mental Health Advocate | |
| Dr. Peter Hotz, Clinical & Forensic Psychologist – Moderator | |
| Dr. Yonatan Kupchik, Neurobiologist, The Hebrew University of Jerusalem | |
| 04:10 – 04:15 PM | Dear Younger Me: Wisdom for Family Enterprise Successors – A word by David C. Bentall |
| Mr. David C. Bentall, B. Comm., Founding Principal at Next Step Advisors | |
| 04:15 – 04:45 PM | Unlocking Technology Trends for Return of Value for Business and Investments |
| Mr. Stephen Ibaraki, Chairman & Managing General Partner, REDDS Capital and Founder, UN AI for Good – Moderator | |
| Mr. Ronald C. Shon, President, Shon Group of Companies and Founding Managing Partner, REDDS Capital | |
| Dr. Yossi Vardi, Entrepreneur & Investor; One of Israel’s Early Entrepreneurs | |
| Digital reshaping and transformation, biomedical innovation, quantum computing, NFTs and blockchain, AI, edge devices / computing, 5/6 G, cloud, wearables, the metaverse are impacting all of our lives in uncountable ways. In 2022, more than 70% of the global population is online, mobile time exceeds 6 hour daily. As operators of businesses and investments, how do you manage and ingest these tech trends? How and why should you be more attuned and invested in tech innovation, why is the 500 Trillion in global wealth moving towards tech disruption, and what does this means for your next generation of Gen Y / Z / Alpha? | |
The 2022 Toronto Family Office Conference
| 08:00-09:00 AM | Registration & Breakfast Sponsored by PearTree Canada | |||||||||||||||
| 09:00-09:10 AM | Welcome & Opening Remarks | |||||||||||||||
| Mr. Denny Chared, Founder & CEO, DC Finance | ||||||||||||||||
| Mr. Nick Bakish, Founding Partner, Group RMC – Conference Moderator | ||||||||||||||||
| THE REAL – ESTATE SESSION | ||||||||||||||||
| 09:10-09:50 AM | The Real Estate Panel | |||||||||||||||
| Mr. Braiden Goodchild, Head of Real Estate M&A, PricewaterhouseCoopers LLP – Moderator | ||||||||||||||||
| Mr. Steve Apostolopoulos, Managing Partner, Triple Group of Companies (TGC) | ||||||||||||||||
| Mr. Matthew Fishman, Executive Vice President, Roy-L Capital Corporation | ||||||||||||||||
| Mr. Vikram Rajagopalan, Executive Managing Director, Global Head of Capital Raising, Trez Capital | ||||||||||||||||
| Mr. Hooman Tabesh, Founder & CEO, Alliance REIT | ||||||||||||||||
| The real estate panel will discuss emerging trends impacting the industry, implications of COVID and geopolitical events on the sector, and investment considerations applicable Toronto and the GTA. The panel will also open the floor to questions from the audience. | ||||||||||||||||
| 09:50 – 10:10 AM | The Future of Greater Toronto Area Real Estate | |||||||||||||||
| Mr. Hunter Milborne, Founder & CEO, Milborne Group | ||||||||||||||||
| This lecture will focus on residential and mixed-use development opportunities, land equity, and prop tech opportunities. | ||||||||||||||||
| THE FINANCE SESSION | ||||||||||||||||
| 10:10 – 10:30 AM | Inflation, 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? | ||||||||||||||||
| 10:30 – 10:40 AM | Boring is the New Black: Creating Stable Returns in an Unstable Environment | |||||||||||||||
| Mr. Noah Mintz, Managing Director & Principal, Vector Financial | ||||||||||||||||
| This Presentation will focus on investing in a private mortgage fund with consistent cash flow vs. more volatile investments. It will also discuss the benefits of a focused, niche product and investing in tangible assets and investing strictly in what you know and where you know. | ||||||||||||||||
| 10:40 – 10:50 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. | ||||||||||||||||
| 10:50 – 11:00 AM | Using a Microscope and a Telescope to Make an Impact Through Philanthropy | |||||||||||||||
| Ms. Susan Stern, National Executive Director & CEO, Weizmann Canada | ||||||||||||||||
| Building a successful business requires both telescopic and microscopic vision in order to focus on the future while dealing with issues at hand. Today’s philanthropists are also using these two important pieces of equipment to develop their philanthropic blueprint, to identify partnerships that will leverage impact and to make positive advancements. The goal of this presentation is to take a closer look at why both the current and long term perspectives are critical and to share examples of significant impact created by Canadian donors in this way. | ||||||||||||||||
| 11:00 – 11:30 AM | Coffee Break | |||||||||||||||
| THE TECHNOLOGY SESSION | ||||||||||||||||
| 11:30 – 11:45 AM | Digital Disruption in Healthcare Investing and the Transformative Role Canada is Playing | |||||||||||||||
| Mr. Sam Ifergan, Founder & Managing Partner, iGan Partners | ||||||||||||||||
| The healthcare sector continues to undergo a unique transformation – from decentralization to aging populations, Mr. Ifergan will discuss the sector’s major disruptive trends and the impact of Canada’s innovative ecosystem on global healthcare investing. | ||||||||||||||||
| 11:45 – 11:55 AM | Family Journey to Fulfil Passion for Medical Solutions that Make a Difference | |||||||||||||||
| Ms. Pazit Azulai, Partner & CFO, Katao Venture Partners | ||||||||||||||||
| Mr. Sharon Azulai, Managing Partner, Katao Venture Partners | ||||||||||||||||
| From Entrepreneurship Through a Family Office to a VC, Pazit and Sharon Azulai Describe How Their Passion For Medical Innovations Drove Them to Support Wellbeing And Create a Better World. | ||||||||||||||||
| 11:55 – 12:05 PM | Impact 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. | ||||||||||||||||
| 12:05 – 12:15 PM | BrainBox AI: Optimizing HVAC Efficiency with Autonomous AI | |||||||||||||||
| Mr. Jeffrey Kadanoff, Managing Director, Esplanade HealthTech Ventures | ||||||||||||||||
| BrainBox AI utilizes self-adapting artificial intelligence technology to proactively optimize one of the world’s largest energy consumers and GHG emitters: buildings. 45% of commercial buildings’ energy consumption comes from HVAC, of which 30% is usually wasted. Using deep learning, cloud-based computing, and our proprietary process, our AI engine autonomously and granularly optimizes existing HVAC systems in real time for maximum impact on energy consumption, carbon footprint and building operations. | ||||||||||||||||
| 12:15 – 12:25 PM | Technology Investing in our Current Volatile Markets | |||||||||||||||
| Mr. Richard Nathan, Senior Managing Director, Kensington Capital Partners Limited | ||||||||||||||||
| How should investors view the technology sector against the backdrop of continuing market risks? This session will consider the best approach to navigating the tech cycle amidst the uncertainties of new geopolitical risk, the ongoing pandemic and the changing economic environment. | ||||||||||||||||
| 12:25 – 12:35 PM | Higher-Return Lower-Risk Non-Correlated Alternative Investment Vehicle – A New Liquid Way To Invest in Start-Ups | |||||||||||||||
| Dr. Paul Russo, Chairman & CEO, Kyto Technology and Life Science, Inc. | ||||||||||||||||
| KYTO Technology and Life Science (“KYTO”) is a Silicon Valley-based public investment company that offers global investors the ability to participate in a new, safer, non-correlated and liquid way to invest in the best thoroughly vetted start-ups. KYTO seeks to create an ETF-like vehicle whose assets are a large number of double-vetted start-ups – 70+ portfolio companies today, 75% in life science. KYTO is diversified by both industry and geography with investments in the US, Canada and Israel. KYTO’s 1st portfolio IPO and two M&A exits have been recently completed. KYTO is planning to register under the Investment Company Act of 1940 and then list on NASDAQ in 2022, and currently files 10-K’s and 10-Q’s with the SEC. | ||||||||||||||||
| 12:35 – 12:45 PM | Enabling 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. | ||||||||||||||||
| 12:45 – 01:00 PM | Neurotech-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. | ||||||||||||||||
| 01:00 – 02:00 PM | Lunch | |||||||||||||||
| PARALLEL SESSIONS | ||||||||||||||||
| 02:00 – 02:30 PM |
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| 02:30 – 02:50 PM | You Don’t Need Life Insurance… | |||||||||||||||
| Mr. John Hutson, Principal, The Targeted Strategies Group | ||||||||||||||||
| This session will recap the reasons why an ultra high net worth family should want life insurance as an asset class even if they do not need it. And importantly discuss the current top 5 issues to be aware of related to acquiring and owning this asset class. | ||||||||||||||||
| 02:50 – 03:05 PM | Competitive and Regulatory Landscape Changes Presents New Opportunities in Canadian Private Credit | |||||||||||||||
| Mr. Michael Scott, Principal, SAF Group | ||||||||||||||||
| Join SAF Principal, Mike Scott, for an eye-opening discussion on the unique opportunities emerging within the Canadian private credit market. Mike will explore trends in the private credit space, the developing market opportunity and how SAF is well positioned to generate attractive risk adjusted returns for investors. | ||||||||||||||||
| 03:05 – 03:15 PM | Voyager Investment Opportunity – Seize The Drop | |||||||||||||||
| Mr. Elad Barak, Co-Founder & CEO, Voyager Products Inc. | ||||||||||||||||
| Dubbed “the Keurig of cannabis”, Voyager allows consumers to mix any drink with cannabis. This Toronto startup is set to disrupt the way liquid concentrates of medication, sleeping aids, vitamins, supplements, etc are administered. With its innovative patent pending technology and backed by Draper Cygnus, Voyager is set for global success. | ||||||||||||||||
| 03:15 – 03:25 PM | Value Creation in Early-Stage Venture Capital | |||||||||||||||
| Mr. Scott Dubin, Director, Investor Relations, 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. | ||||||||||||||||
| 03:25 – 03:35 PM | Seeking the Double Bottom Line: How to be an Impactful Investor without Sacrificing Performance | |||||||||||||||
| Mr. Peter van der Velden, MBA, MSc, BSc, Managing General Partner, Lumira Ventures | ||||||||||||||||
| Wanting to be an impactful investor without sacrificing performance is emerging as core priority for many family offices. The lecture will focus on highlighting investing in innovative healthcare as a unique alternative asset class for getting the best of being impactful while realizing outstanding financial performance. | ||||||||||||||||
| 03:35 – 03:55 PM | Is this Canadian Growth Equity’s Time to Shine? | |||||||||||||||
| Mr. Sanjiv Samant, Managing Partner, Round13 Capital | ||||||||||||||||
| Mr. Bruce Croxon, Managing Partner, Round13 Capital | ||||||||||||||||
| How has the technology ecosystem in Canada evolved over the years ? Despite global uncertainty, why does the Canadian technology sector remain a bastion of stability and growth ? How can a later stage growth equity portfolio help better diversify portfolio allocation with compelling risk adjusted returns? | ||||||||||||||||
| 03:55 – 04:05 PM | The Future of Accounting is Automated | |||||||||||||||
| Mr. Guy Vadish, Founder & CEO, Artiffex Inc. | ||||||||||||||||
| We believe investment accounting and reporting should be automated. Artiffex’s secure, cloud-based platform ingests unstructured financial data regardless of the source and permits users to easily reconcile and report across all their accounting and wealth management needs. Faster and more accurate than traditional bookkeeping, Artiffex helps accounting firms and family offices stay competitive by unlocking access to innovative wealth management solutions. | ||||||||||||||||
| 04:05 – 04:25 PM | Keynote 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? | ||||||||||||||||
| PARALLEL SESSIONS | ||||||||||||||||
| 04:25 – 04:45 PM |
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| 04:45 – 05:05 PM | A Fireside Chat with Mr. Anthony Di Iorio | |||||||||||||||
| Mr. Anthony Di Iorio, Co-Founder, Ethereum; Founder & CEO, Decentral Inc. & Jaxx | ||||||||||||||||
| Mr. Denny Chared, Founder & CEO, DC Finance – Moderator | ||||||||||||||||
| Join this discussion with one of Canada’s most innovative entrepreneurs on: life, entrepreneurship, blockchain and everything in between. | ||||||||||||||||
| 05:15 – 06:15 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. | |