Family Office & Endowment Investment Forum 2016

Hyatt Regency Toronto, Toronto, Ontario
April 4, 2016 - April 5, 2016

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The Toronto Family Office & Endowment Investment Forum is our flagship Canadian event. As Canada's financial hub, the Queen City is the perfect location for people to come together. Whether you call Toronto home or are just stopping by, Toronto is conveniently located. Delegates will have the unique opportunity to hear from both the donor and recipient, giving insight into their social responsibilities and financial struggles. Trending topics such as impact investing, philanthropy, real assets and commodities will be addressed and thoroughly assessed throughout the two days. This event is perfect for anyone interested in hearing from top tier financial experts in and around Toronto.

As part of the Private Wealth Series, this family office and endowment investment conference is Opal's premier event for high net worth individuals, family offices, and endowments. The Toronto program is tailored to Canadian investors who have an interest in new and exciting investment opportunities world wide. Whether you are interested in learning more about real estate, real assets, or how to continue to build on existing wealth, this conference gives delegates the opportunity to learn and mingle with industry experts.

Agenda current as of April 11, 2016

7:30am

Exhibit Setup

8:00am

Registration & Continental Breakfast

9:00am - 9:10am

Opening Remarks

Howard Cooper, CEO, Cooper Family Office (SFO)

9:15am

PRINCIPLE INVESTING FROM PRINCIPAL INVESTORS: Addressing The Best Opportunities In 2016

Moderator

Gerry Fields, LL.B., J.D., President & Chief Executive Officer, CORNERSTONE GROUP ™

Panelist

Mo Lidsky, Senior Managing Director, Prime Quadrant LP (MFO)

Panelist

Craig Thomas, Managing Director, Verger Capital Management LLC

10:00am

INSIGHT INTO GOLD AND SILVER INVESTMENT

Steve Higgins, Director Storage and Refining Solutions, Royal Canadian Mint

10:30

Morning Refreshment Break

11:00am

CAPITALIZING ON REAL ASSET & REAL ESTATE TRENDS

Moderator

Sasha Bernier, Senior Investment Analyst/Vice-President, Cheltenham Investments (SFO)

Panelist

Devon Cranson, Founder & President, Cranson Capital

Panelist

Stephanie Kremer, VP Business Development and Institutional Sales, Centurion Asset Management

Panelist

Craig Burrows, President and CEO, TriView Capital Ltd

12:00pm

MEET THE MANAGERS
In this session investment managers will present their individual strategies to the congregation. Each firm will have time to speak about their background, strategy, methodology and performance. It is suggested that they present and have a Q&A session from the audience for the following five minutes.

Moderator

Howard Cooper, CEO, Cooper Family Office (SFO)

Panelist

David Barr, Chief Investment Officer & Portfolio Manager, PenderFund Capital Management Ltd

Panelist

Ryan Davis, Chief Financial Officer, Echelon Asset Management

Panelist

Matthew Le Merle, Managing Partner, Keiretsu Capital

Panelist

Karine Kleinhaus, M.D., M.P.H., Divisional Vice President, North America, Pluristem Therapeutics

1:00pm

Luncheon

2:30pm - 3:15pm

FIXED INCOME & CREDIT ANALYSIS

Moderator

Philip Falls, Senior Investment Consultant, PBI Actuarial Consultants

Panelist

Tom Ball, CIO, PBI Asper Foundation

Panelist

Greg Hiltz, Vice President, PIMCO

Panelist

Mark Wisniewski, Senior Portfolio Manager, Sprott Asset Management

3:15pm

MANAGER SELECTION & EVALUATION

Moderator

Jesse Kaufman, Vice President & Portfolio Manager, Seidman Kaufman Group--Richardson
GMP Limited

Panelist

Gary Alexander, President & CEO, Palomino Capital Corp. (SFO)

Panelist

Alex Da Costa, Director, Hedge Fund Research and Consulting, Pavilion Advisory Group Ltd.

Panelist

Sidney Wigfall, Managing Partner/Consultant-Counsel, SCA Compliance & Consulting Group

4:00pm

PHILANTHROPIC LEADERSHIP: Passing the baton to the next generation

Moderator

Jon Sharun, Advisor, The Stollery Charitable Foundation

Panelist

Stephen Adler, Executive Director, Tel Aviv University

Panelist

Anne Braylery, Vice President, Philanthropic Services, Toronto Foundation

Panelist

James W. Lintott, Chairman,Sterling Foundation Management

Holly McLellan, International Director of Programming,and Philanthropy Initiative
(Toskan Casale Foundation)

5:00pm

Networking Cocktail Reception
Sponsored by:
Sprott Asset Management

8:15am

Continental Breakfast

9:15am

Opening Remarks

Howard Cooper, CEO, Cooper Family Office (SFO)

9:30am -10:30am

IMPACT INVESTING: Allocations for Advancement

Moderator

Iva Kaufman, Founder, Iva Kaufman Associates

Panelist

Charlie Andrews, Manager, The SOCAN Foundation

Panelist

James Gifford, Senior Fellow, Initiative for Responsible Investment, Harvard University

Panelist

Jennifer Johnstone, President & CEO, Central City Foundation

Panelist

Bri Trypuc, CEO, Partner, Trypuc Philanthropic Office

10:30am -11:15am

BEYOND TRADITIONAL PRIVATE EQUITY

Moderator

Andrew Hodges, Managing Member, Value Investment Professionals (MFO)

Panelist

Robert Janson, CIO, Westcourt Capital Corporation (MFO)

Panelist

Ruo Tan, President, Segal Rogerscasey Canada

Panelist

Patrick Fisher, Partner, Promus Holdings, LLC

11:15am

Morning Break

11:30am

INVESTMENT STYLES & STRATEGIES

Moderator

Deepak Lalwani OBE, Director, Lalcap Ltd. (UK)

Panelist

Ghulam Mohatarem, Managing Director, GAM Consulting & Advisory Services

Panelist

Joseph Meyer, President/Chief Investment Officer, Statim Holdings, Inc. (SFO)

12:15pm

RISK MEASUREMENT TO RISK MANAGEMENT: Things to consider in your asset allocation practices

Moderator

Katie Robinnette, Executive Director, Healthy Minds Canada (hmc)

Panelist

Martin Leclair, CFA, Vice President, Proteus

Panelist

Shayne Stephens, President, Landmark Advantage (MFO)

1:00pm

Closing Luncheon

5star
Hyatt Regency Toronto
370 King Street West, Toronto, Ontario, Canada M5V 1J9
1 (416) 343-1234

  • Rooms are available only to those participants who are registered conference attendees
  • Rooms will not be guaranteed without a credit card
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability
  • The name on the form will be the name of the guest room

Eary Bird Rate (expired) Standard Rate
Asset Managers & Service Providers $2,495 $2,895
***Institutional End-Investors (subject to qualification) Complimentary Complimentary

***Qualified Investment Officers are complimentary subject to Opal Financial Group's approval. Eligibility will be verified. All Qualified Investment Officers must be registered a week prior to the event. There will be no on-site registrations allowed.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 x0 info@opalgroup.net

No Keynotes as this time

Presented by
  • Family Office & Endowment Investment Officer Outlook
  • Where Are the Opportunities in Liquid Alternatives?
  • Emerging Trends in Real Estate
  • Meet the Managers & Service Providers Showcase
  • Challenges Facing Endowments and Foundations: Investment Officer Roundtable
  • Structuring A Family Office 101
  • Practical Tools to Improve Foundation Governance and Foster Financial Health
  • Navigating the Challenges of the Trustee/Beneficiary Relationship
  • Private Equity Strategies
  • Impact Investing: Returns That Have Benefits
  • First Hand Philanthropy: Experiences from the Donor & Recipient
  • Asset Allocation… Keping It ‘Real’
  • Emerging Managers: Out performing Their Larger Peers
  • A One and Five Year Strategic Investment and Planning Mechanism for Small and Mid Sized Foundations
  • Next Generation: Sustainability for Your Future
  • CIO Outsourcing
  • Advisory of Tax & Legal Services
  • Fixed Income & Credit: Stable and Consistent?
  • Preservation: Market Volatility & The Importance of Risk Control
  • Importance of Manager Selection and Monitoring
  • The GAFM Global Academy of Finance & Management™ is the world's fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

    The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

  • CWM™ Chartered Wealth Manager®

    MFP™ Master Financial Planner®

    AFA™ Accredited Financial Analyst®

    CTEP™ Chartered Trust and Estate Planner®

    CITA™ Certified International Tax Analyst™

  • * All certification courses available directly online from an accredited law school program

Family Offices/Consultants vs. Money Managers and Service Providers

    Family Offices/Endowment & Foundations/Consultants

      It was a privilege to be involved with the inaugural Toronto forum and I look forward to supporting the event in the years to come. Andrew O'Neill

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