Mr. Steve Apostolopoulos

Steve Apostolopoulos is the Managing Partner of Triple Group of Companies (TGC), a Toronto-based full service real estate firm specializing in the purchase, leasing, development and management of commercial space. He is also the Co-Founder and Chief Development Officer of Triple Properties, a privately-owned enterprise engaged in real estate investment, development, asset management and leasing.

Mr. Steve Apostolopoulos is the founder of Six Ventures Inc., a private equity venture fund.  An entrepreneur by nature, Mr. Apostolopoulos contributes to a wide variety of philanthropic organizations with his family.

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Mr. Tal Kerret

Mr. Tal Kerret is the President of Silverstein Properties, joining the family business in 2010. Silverstein Properties is a privately held, full-service real estate development, investment and management firm based in New York. Founded in 1957 by Chairman Larry Silverstein, the company has developed, owned and managed more than 40 million square feet of commercial, residential, retail and hotel space.  Recent projects include the World Trade Center, Four Seasons Walt Disney Resort and the Four Seasons Downtown NY.

In 2014 Tal co-founded SilverTech Ventures, fostering a community of successful technology companies in NYC.  Prior to joining Silverstein, he was Chairman and Co-Founder of Oberon Media, the largest tech platform for casual media. Prior to Oberon Media, Kerret was CEO and Co-Founder of RichFX for seven years.

Tal served as an officer in the Israeli Defense Forces for six years. Kerret holds degrees in Mathematics and Computer Science from the Tel Aviv University.

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Mr. Rick Nathan

Rick Nathan leads Kensington’s venture capital investment program as a Managing Director and member of the firm’s Investment Committee. His career spans many years across the private equity and venture market as an industry leader, investor and professional advisor.  Rick currently serves as an active board member of several companies within the Kensington venture portfolio, and as a member of the investor advisory committee of several of Canada’s leading venture funds.

Rick began his career as a corporate and securities lawyer at Osler, Hoskin & Harcourt LLP, where he practiced law for 12 years, including as head of the firm’s Technology Business Group from 1995 to 1999.  He then entered the investment industry as a Co-founding Partner of Brightspark Ventures, an early-stage venture capital firm.  Rick served as President and Chair of CVCA – Canada’s Venture Capital and Private Equity Association from 2005 to 2012 and was a founding Co-Chair of CIX- Canadian Innovation Exchange from 2008 to 2016.  Rick joined Kensington in 2005.

Rick is a graduate of Dartmouth College (Computer Science) and the University of Toronto Faculty of Law.

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Mr. Jeffrey K. Merk

With extensive experience in a broad range of corporate finance and commercial matters, Jeffrey offers clients a practical and business-minded approach to solving legal and regulatory challenges. He is skilled at isolating what is truly important in a complex business transaction and in identifying solutions. Jeffrey takes great care in tailoring his service to each client and providing strategic and insightful judgment to effectively further their business objectives.

Jeffrey is co-Practice Group Leader of the firm’s Capital Markets Group. He is also a member of the firm’s Corporate/Commercial, Mergers & Acquisitions/Private Equity and International Groups, as well as the Cannabis and Mines & Minerals Groups. He practises corporate law with an emphasis on public and private financings, mergers and acquisitions, corporate governance and ongoing general corporate and commercial activities. Jeffrey’s experience includes numerous cross-border securities offerings (public and private), acting for U.S. buyers of Canadian entities or assets; acting for U.S. financiers of acquisitions in Canada; acting for Canadian sellers to U.S. buyers, and acting as Canadian counsel in connection with large, internationally-led transactions. He frequently advises international clients on doing business in Canada.

 

 

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Mr. Allan Perez

Allan Perez is a co-founder & Managing Director of CanFirst Capital Management, a private real estate equity firm. CanFirst invests on behalf of institutional and private high net worth investors and has raised in excess of $550 million of equity capital since its inception. Allan’s real estate career encompasses 38 years of senior executive positions with real estate organizations including The Prudential Insurance Company of America, Canderel Ltd., Dundee Realty Corporation and V&A Properties. His responsibilities included acquisition and disposition, development, marketing, leasing, e-commerce and asset management.

Allan graduated from McGill University in 1980 with a Bachelor of Commerce degree where he majored in Finance and Marketing

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Ms. Sharon Avery

Sharon Avery is President & CEO of Toronto Foundation, one of Canada’s leading community foundations and a Toronto city-building institution.

Ms. Avery has built a 19-year career as a high energy fundraiser and passionate communicator. Prior to joining the Foundation in September, 2016, she served for eight years as Chief Development Officer at UNICEF Canada where she more than doubled its investment in children, transforming the organization on the international stage. There, Sharon led a pivotal fundraising campaign recruiting women philanthropists across Canada to embark on a four-year educational journey on maternal, newborn and child health in the developing world. In just 13 months $12 million was raised to support 3.8 million women and children in Peru, Namibia, Ethiopia, Cambodia and Indonesia.

Prior to UNICEF Sharon Avery held senior roles at SickKids Foundation, Save the Children Canada and Tim Horton Children’s Foundation

Sharon is known for her entrepreneurial spirit, critical thinking and collaborative leadership. She is a dynamic public speaker on a mission to bring philanthropy to the task of building a more resilient Toronto.

 

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Mr. Aneil Gokhale

Aneil Gokhale is a passionate, dynamic, and goal-oriented professional with over 15 years of successful experience. He is currently Director, Philanthropy at Toronto Foundation where he is responsible for the development and management of the new business portfolio. His role is focused on helping individuals, families, professional advisors, companies and other organizations engage in strategic philanthropy. Most recently, Aneil spearheaded the successful creation and launch of Vision 2020, a new program developed to attract and inspire the next generation of philanthropists. The program has successfully engaged 115 millennials and gen-xers in a “Philanthropic MBA cohort” that provides a learning journey and enables them all to create permanent endowments to support city building philanthropy.

Aneil has been with Toronto Foundation for 7 years and before that, he worked at United Way Toronto for 5 years and in the private sector, with GE Healthcare in Medical Sales for 4 years.

Aneil is the Toronto City Ambassador for NEXUS, a global community founded to bridge communities of wealth and social entrepreneurship. He is also the Co-Chair of the Membership and Professional Advisors committee with the local Canadian Association of Gift Planners (CAGP) GTA Roundtable and has also been a mentor with CAGP, Association of Fundraising Professionals (AFP) Inclusive Giving and Toronto Region Immigrant Employment Council (TRIEC). In his personal life, Aneil is a husband and father of two young children who loves spending quality family time exploring every corner of Toronto and cheering on his beloved Raptors and Blue Jays.

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The 2018 Family Office & High Net Worth Toronto Conference

The 2018 Family Office & High Net Worth Toronto Conference

08:00-09:00am Refreshments & Registration
09:00-09:10am Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance Conference Moderator: Mr. Saul Plener, National Leader, PwC’s Private Company Services Practice in Canada
09:10-09:30am The Tiger 21 Panel
Moderator: Mr. Leon Goren, CEO, Presidents of Enterprising Organizations (PEO)
With: Ms. Kate Pal, Principal, Pal Insurance Services Limited, Ms. Danielle Saputo, President, Danuto Holdings
This panel will focus on sharing some of the best practices as it relates to the transference of wealth to the next generation. It will include some discussion around ensuring your next generation is growing up with a set of common family values, roles and responsibilities and financial literacy.
09:30-09:50am Successful Wealth Transition – How to Prepare Your Children to Receive an Inheritance – Mr. Paul Attia, Partner, Your Family Enterprise, BMO
The Technology & Innovation Session
09:50-10:10am The Story of a Business Philosophy – Fireside Chat with Mr. Isadore Sharp, Founder & Chairman, Four Seasons Hotels and Resorts, and Mr. Jeremy Freedman, President, Chiefsrule Consulting Corporation
From modest beginnings, Isadore “Issy” Sharp founded and lead the growth of one of the most respected and successful hotel and resort brands in the world.  How did he do it? What was the original vision? What were the greatest, and most unexpected challenges, and how did Four Seasons Hotels overcome them? How did he handle his own personal success? What lessons can he share on this front? Join us as this remarkable business and philanthropic leader takes us inside his journey and shares his considerable insights.
10:10-10:30am Blockchain Technology in the Real World – Mr. Danny Weinberger, Co-Founder & CEO, Morpheus.Network, Mr. Noam Eppel, Co-Founder & COO, Morpheus.Network
10:30-10:50am The Innovation & Technology Panel
Moderator: Mr. Richard Nathan, Managing Director, Kensington Capital Partners Ltd
With: Mr. Carey Diamond, Partner, Whitecap Venture Partners; Ms. Ayelet Baron, Chief Purpose Officer, Genius 100 Visions; Mr. Ben Zifkin, Founder & CEO, Hubba; Dr. Gregory Levey, Co-Founder & CEO, Figure 1
Canadian venture capital is experiencing strong growth in the current cycle, attracting a wide range of investors from around the world. In particular, the Toronto/Waterloo region is attracting unprecedented interest from investors and global strategic partners. This panel will review the key areas of investor interest in emerging technology companies with a specific focus on the Toronto market. 
10:50-11:10am Break
The Cannabis Session
11:10-11:30am The Cannabis Panel
Moderator: Dr. David Kideckel, Managing Director, Senior Equity Research Analyst, Healthcare & Life Sciences, AltaCorp Capital
With: Mr. Alan Ridgeway, Partner, Sprott Capital Partners, Mr. Afzal Hasan, President & General Counsel, CannaRoyalty, Mr. David Traylor, Senior Managing Director, Golden Eagle Partners, Mr. Carl Merton, Chief Financial Officer, Aphria
 On October 17, 2018, Canada became the first G7 nation to legalize recreational-use cannabis. The discussion will focus on the Canadian, US and international cannabis markets and their opportunities. As the largest legal recreational cannabis market in the world, California will be highlighted for discussion. The panel will also discuss medical and recreational cannabis and what role branding will have in driving product sales.
11:30-11:40am Something’s Brewing in the Cannabis Industry – Legalization and the Rise of Marijuana Beer – Mr. Dooma Wendschuh, Co-Founder, Director & Chief Executive Officer, Province Brands of Canada
11:40-11:50am Challenges in Scaling Up a New Industry For a Global Marketplace - Mr. Greg Engel, CEO, Organigram
11:50-12:05pm The Future of Cannabis Breeding – Mr. Scott Bowman, Chief Financial Officer, Phylos Bioscience
The Financial Session
12:05-12:25pm Seeking Great Ideas: The Art of Focused Investing – Fireside Chat with Mr. Pedro Escudero, Founder & CIO, DPM Capital and Mr. Oded Orgil, President, Canada Israel Chamber of Commerce
12:25-12:55pm The Financial Alternatives Panel
Moderator: Mr. Chris Pitts, Partner, Asset Management Leader, PwC Canada
With: Mr. Ray Carroll, Managing Director, Chief Investment Officer, Neuberger Berman Breton Hill, Mr. James Garcelon, Executive Vice-President & Portfolio Manager, Shaunessy Investment Counsel, Ms. Maria Pacella, Senior VP, Private Equity, Pender Fund Capital Management, Ms. Lesley Marks, Chief Investment Strategist, BMO Private Banking
12:55-01:10pm How Today’s Financial Ecosystem halts the Evolution of Banking and Investing into Alternate/Emerging Asset Classes – Fireside Chat with Mr. Jason Blick, Director & CEO, EQIBank and Denny Chared, Founder & CEO, DC Finance
01:10-02:10pm Lunch
02:10-02:20pm International Investing – It’s Not Foreign - Mr. Ric Palombi, Director of Research, McLean & Partners Wealth Management Ltd.
02:20-02:30pm “Social Housing” and looking at Philanthropy in a Different Light – Mr. Erich Schwenker, President, Cardinal Capital Management, Inc.
The Estate Planning Session
02:30-02:50pm Challenges and Opportunities Faced by NextGen within the Family Business – Ms. Nadia King, Private Company Services GTA Leader, PwC Canada
02:50-3:05pm Planning in Light of Recent Tax Changes – Ms. Maureen Berry, Partner, Fasken Martineau DuMoulin LLP
03:05-03:25pm Resource Flow – Through Shares with an Immediate Liquidity Provider: How to Triple the Size of Your Donations at No Additional Cost - Mr. Peter Nicholson, President, The Foundation (WCPD)
03:25-03:45pm Creating a Lasting Financial Legacy – Panel
Moderator: Mr. Greg Moore, Vice President, Richter Family Office
With: Mr. Daniel Gryfe, 2nd Gen of the Gryfe Family and Founder & Managing Partner, Precise Capital Management and MBARK Global, Mr. Steve Apostolopoulos, Managing Partner, Triple Group of Companies (TGC), Mr. Bill McLean, Partner – National Leader, People in Deals / Human Capital Facilitation Advisory, PwC Canada
The vast majority of estate transitions fail within the context of the goals and wishes of benefactors. Increased estate litigation, breakdowns in family unity, or a loss of self-confidence or quality of life among receiving heirs are all symptoms of poor estate transitions. What are the hallmarks of success when it comes to passing a financial legacy across generations? This panel will explore some of the strategies that have worked to help engage and empower multi-generational families and ensure that financial legacies continue to provide opportunities and support to future heirs.  
03:45-04:05pm Break
04:05-04:25pm Paradigm Shift: Heading into the Ninth Inning of the Economic Expansion and Bull Market - Mr. David Rosenberg, Chief Economist & Strategist, Gluskin Sheff + Associates Inc
04:25-04:45pm Fireside Chat with Mr. Jeremy Freedman, President, Chiefsrule Consulting Corporation, and Mr. Denny Chared, Founder & CEO, DC Finance
Meet Mr. Jeremy Freedman – a lawyer who passed on a promising business career in the U.S. (he was a Harvard Business School grad near the top of his class) that decided instead to come back to Toronto to become a trial lawyer. Nearly 15 years later, that unexpected move got the attention of the principals of Gluskin Sheff. This led to a surprising career move, and the beginning of a new journey. Gluskin Sheff  subsequently grew to become one of the prominent names in Canadian wealth management. How a litigator ended up in the investment world, changing his life and Gluskin Sheff’s future path – and what we can learn about risk in the process – are amongst the topics we will cover in this fireside chat. 
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Mr. Grant Bunker

Grant Bunker is an Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which he joined in 2014.

Mr. Bunker has investment experience since 1995, serving both private and institutional clients. Prior to joining Mawer, Mr. Bunker was Vice President, Business Development for Aurion Capital Management where he was responsible for the management of pooled and segregated accounts. Previous to that, he was Vice President, Business Development for Creststreet Asset Management, Regional Sales Manager at Tricycle Asset Management and a Senior Account Manager at Great-West Life Assurance Co.

Mr. Bunker earned his MBA from Schulich School of Business at York University and his Bachelor of Arts from the University of Guelph. In 2006, he obtained his Certified Investment Manager designation from the Canadian Securities Institute.

 

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Mr. David Barr

Mr. Barr is the President, CEO of Pender and Portfolio Manager of several of Pender’s funds. Mr. Barr began his investing career in 2000. He initially worked in private equity which gives him a unique background to investing capital. At the end of 2007 he became a partner at PenderFund Capital Management Ltd and was appointed Chief Investment Officer with the objective of launching Pender’s mutual fund business. In April 2016 Mr. Barr was appointed President and CEO of Pender.  Mr. Barr holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst (CFA) designation in 2003 and is an active member of the Vancouver chapter. He is a past President of CFA Vancouver, having also served on its Board of Directors for four years.

Mr. Barr has been interviewed for his opinions on small cap, the technology sector and value investing by the Financial Post, The Globe & Mail and other media. He is a regular guest on BNN Bloomberg. In December 2012 Mr. Barr was recognized as one of British Columbia’s “Top Forty Under 40” business leaders by Business in Vancouver.

The Pender Small Cap Opportunities Fund, managed by Mr. Barr, has won a Lipper Fund Award for Best Canadian Small/Mid Cap Fund over both three and five year performance periods for the last three consecutive years, 2015 to 2017. The Lipper awards recognize consistently strong, risk-adjusted performance relative to peers. The Pender Small Cap Opportunities Fund has also received Fundata’s FundGrade® A+ Award for the last seven consecutive years, 2012 to 2018.

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