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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 2022 Vancouver Family Office Conference

Agenda April 2022

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

Agenda April 2022

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
Estate Planning Pitfalls – Pre and Post Mortem Considerations                                   02:00 – 02:30 PM What’s on the Mind of Canada’s Wealthy (Asset Allocation, Family Estate Planning, Obligations of Wealth)                                    
Mr. Gregory Moore, Partner, Portfolio Manager, Richter Family Office Dr. Enette Pauzé, Chair of Toronto Group 03 – Moderator
Ms. Lyne Gaulin, Partner, Richter LLP                               Mr. Leon Goren, CEO, PEO Leadership; Toronto Chair, TIGER21
Mr. Scott Binns, Partner, Richter LLP Ms. Danielle Saputo, President, Danuto Holdings
  Mr. Howard Atkinson, CEO, Pascal WealthTech
  Mr. Henry Wolfond, BAA, LL.B., Chairman & CEO, Bayshore
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. This panel will provide an overview on the Wealth Objectives of High-Net-Worth (HNW) individuals / families and highlight their asset allocation (TIGER 21 Members based). We’ll follow up with a panel discussion on estate planning and give you a sense of the obligations of HNW individuals / families and the importance of transferring values and a respect for money to their children and grandchildren.
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
Arts: A Discussion with Photorealism Artist Yigal Ozeri    04:25 – 04:45 PM Impact Philanthropy Panel                                                         
Mr. Yigal Ozeri, Artist Ms. Monette Malewski, President & CEO, M Bacal Group – Moderator
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator Dr. Nava Michael Tsabari, Founder & Director, The Raya Strauss Center for Family Business Research at the Faculty of Management, Tel Aviv University
  Dr. Nir Tsuk, Founder & Director, New York University’s Institute for Impact and Intrapreneurship
 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. If impact is indeed “the action of one object coming forcibly into contact with another” and philanthropy is “the desire to promote the welfare of others, expressed especially by the generous donation of money to good causes” – then the relatively new term impact philanthropy is about using the former in order to better do the latter. In other words: how to improve – but more so… The key question for impact philanthropy therefore is not “what,” but “how” – how to achieve optimal results? How to reach higher? How to give (or is it actually invest?) in the best way? And then how to measure the outcomes? As always, such heavy “what” questions are being followed by an equally relevant “who” questions: who is to decide? Who is to measure? Whose responsibility is it, and whose impact??
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 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 2019 Toronto Family Office Conference

08:00 – 09:00 AM Registration & Breakfast Sponsored by Mawer Investment Management
   
09:00 – 09:20 AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance  
  Conference ModeratorMs. Susan Fulford, LL.B. M.B.A. FEA, TEP, Family Continuity Advisor, Educator, Speaker & Moderator
   
  The Technology Session
   
09:20 – 09:50 AM The Technology Panel – The Growth of the Toronto Technology Sector
Introduction: Mr. Will Shaw, Co-Leader, Startup and Emerging Company Services, Fasken Martineau DuMoulin LLP
  Moderator: Mr. Richard NathanManaging Director, Kensington Capital Partners Ltd.
  With: Mr. Jim Orlando, Managing Partner, Wittington Ventures; Mr. Sam Ifergan, Founder & CEO, iGan Partners; Mr. Kevin Talbot, Co-Founder, Managing Partner, Relay Ventures;
  Description: A lively discussion of current market conditions among a group of high profile very active venture investors, with a sub-theme of our connectivity and interaction with major US markets in Silicon Valley and New York.
   
09:50 – 10:05 AM Innovation in Healthcare – Mr. Sam Ifergan, Founder & CEO, iGan Partners
   
10:05 – 10:15 AM The Cannabis Session – 
  Mr. Jeffrey K. Merk, Co-Practice Group Leader, Capital Markets, Aird & Berlis LLP
   
10:15 – 10:25 AM And You Thought  It Was (Finally) Done – Ms.Maureen  Berry, Partner, Fasken Martineau DuMoulin LLP
   
10:25 – 10:35 AM Opportunities in Canadian Small Cap Companies – Mr. David Barr, President & CEO, Pender Fund Capital Management Ltd.
   
10:35 – 10: 45 AM The Vanguard Difference Mr. Greg Walker, Head of Institutional sales ETFs, Vanguard Investments Canada Inc;
10:45 – 10:50 AM Investing in an uncertain world – The Importance of Probabilistic Thinking – Mr. Grant Bunker, Investment Counsellor, Private Client Group, Mawer Investment Management
   
10:50 – 11:20 AM Coffee Break 
   
11:20 – 12:20 AM Parallel Session – A Workshop by The Richter Family Office – at the Jasper Room – Third Floor
  A New Investment Paradigm: Multi-Gen Needs vs Modern Portfolio Theory Shortcomings”
  Ms. Mindy Mayman, Partner, Richter Family Office; Mr. Greg Moore, Vice President, Richter Family Office; Mr. Danny Ritter, CPA, CA, CFA, Partner, Advising Representative, Richter Family Office
  Description: The era of extraordinary interest rates since the Great Recession of 2008 has fueled broad gains in asset prices globally – cheap money and the search for return have compressed risk premiums and elevated asset prices. But the prospect of a slowdown in global growth now leaves few options for monetary authorities to stimulate economic demand and the excess returns that investors can expect for assuming risk are compressing. This potential paradigm shift will create unique challenges moving forward as investors will either need to settle for lower returns or continue to elevate the risk in their portfolios. Now put that thought into the context of multi-generational wealth management. Largely, the wealth management business has adopted theoretical approaches which have been relied upon by large institutional pools of capital who generally only have a singular need – to fund long term obligations. However, the unique needs of a multi-generational family approach to portfolio construction has always called for a differentiated asset allocation framework. Families face competing needs and goals within their multi-generational portfolios and these are better addressed through a sound “risk-allocation” framework as opposed to what Modern Portfolio Theory can deliver. 

  • This session will speak to the unique needs and characteristics of managing a family legacy and will address the benefits of a well-designed “risk-allocation” approach to asset allocation.
  • The intention will be for participants to understand the nuances of family wealth vs institutional capital and how a different framework and mindset can help you maximize the potential of reaching your family’s long-term investment goals.
 11:20 – 11:50 AM Families Working Together
  Moderator: Ms. Susan Fulford, LL.B. M.B.A. FEA, TEP, Family Continuity Advisor, Educator, Speaker, Mediator
  With: Ms. Julie Toskan, CEO, Genius100, 
11:50 – 12:20 AM The New Philanthropy Panel 
  Moderator: Ms. Sharon Avery, CEO, Toronto Foundation
  With: Mr. Aneil Gokhale, Director, Philanthropy, Toronto Foundation; Mr. Albert Tseng, Founder, Moonspire Social Ventures, Ms. Salima Rawji, Vice President Development, CreateTO; Ms. Sabina Vohra- Miller, Co-Founder, Vohra-Miller Foundation
  Description: Philanthropy is becoming such an integral part of the conversation for Family Offices and High Net Worth families. To broaden our perspectives, we will provide an overview of the ecosystem of giving options for wealth creators and their families. We’ll review macrotrends across Canada, and focus on 3 key sub-topics including ‘next-gen’ giving, women in philanthropy, and social impact investing.  Whether you have an established giving plan, or are just getting started, our intimate panel discussion will allow participants to explore their individual priorities for contributing to causes that matter most to their family.
   
12:20 – 12:30 PM Battling Short-Termism  Mr. Trevor Hunt, CIM, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel Ltd.
12:30 – 01:00 PM Keynote Speaker: Family Business, World Changes and QUÉBEC  Reawakening
  Mr. Philippe de Gaspé Beaubien III, Serial Entrepreneur who has established numerous start-ups and turn-arounds over the past 20 years. Currently working with 14 companies, Philippe has a number of key strengths that distinguish him from the general entrepreneurial environment.
   
01:00 – 02:00 PM Lunch
   
02:00 – 02:30 PM US Real Estate Market Opportunities – Mr. Tal Kerret, President, Silverstein Properties Inc. 
   
02:30 – 03:10 PM  Wealth Transfer & the Next Generation, Estate Planning, Family Business and Investments  Panel
  ModeratorMr. Leon Goren, CPA, CA, CEO, PEO Leadership, Toronto Chair, TIGER21
  With: Mr. Steve Apostolopoulos, Managing Partner, Triple Group of Companies (TGC); Mr. Robert Montgomery, CEO, First Maximilian Associates Inc.; Dr. Michael Varenbut, CEO, LiquiMedLock Inc.; Mr. George Babits, Founder, Principal Lawyer, Babits Law PC and Counsel, Altro LLP
  Description: Overview on what we’re hearing from our ultra high net worth families as it relates specifically to the following:
Asset allocation, overall wealth objectives, where you sit on the risk tolerance, various quotes of our TIGER21 members of what they state as the estate objectives, sense of responsibility and ultimately what keeps them up at night.
   
 03:10 – 03:40 PM Keynote Speaker: Mr. Mitchell Goldhar, Founder & Executive Chairman, SmartCentres REIT
   
   
   
   
   
   
   
   
   
   
   

The 2018 Toronto Family Office 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.