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Wednesday November 6th, 2024

Le Mount Stephen Hôtel

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The 2023 Montreal Family Office Conference

08:00 – 09:00 AMNetworking Breakfast
09:00 – 09:10 AMOpening Remarks
Effi Gez, Director, The Family Office Club, DC Finance
Nick Bakish, Founding Partner, Group RMC – Conference Moderator
09:10 – 09:30 AMMontreal 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 AMShort 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 AMThe 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.      
09:55 – 10:05 AMDiversify 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 AMTCC’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 AMFireside 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 AMCoffee Break 
11:05 – 11:20 AMFireside 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 AMAMT – 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 AMRiding 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 PMScotia
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 PMInstitutional 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 PMTechnology 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 PMLunch
01:30 – 02:00 PMTiger 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 PMTeralys 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 PMWhy 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 PMUncovering 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 PMFireside Chat
Tal Kerret, President, Silverstein Properties
Nick Bakish, Founding Partner, Group RMC – Moderator
02:55 – 03:30 PMPanel: 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 PMThe 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 PMCocktail Reception