Register Now

Wednesday November 6th, 2024

Le Mount Stephen Hôtel

Register Now
Add to Calendar

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
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.
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 
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