The Toronto Family Office & Wealth Management | Toronto St, Toronto, ON M5C, Canada

About The Toronto Family Office & Wealth Management

DC Finance's global family office and high net worth individual network is ecited to announce the Toronto Family Office & High Net Worth Conference.
The conference will cover varied topics such as investments, asset protections, family business, estate planning, arts and many additional topics at another high tier event with the DC Finance high standards signature. This event will host over 100 Single Family Office executives and Ultra and High Net Worth Individuals (H NVVI) representing approximately $50 Billion under management.
The conference is sponsored and supported by some of the prominent names in Canada today. PWC, Altacorp, Gluskin Sheff Fasken LLP, Scotia Bank, Neuberger Berman, The Israel Canada Chamber of Commerce, Tiger 21 Toronto, The Canadian Venture Capital and Private Equity Association, Richter Family Office, WCPD. Kensington and other partners.
We offer not only cutting edge education but also a networking platform for local and international families that you won't meet anywhere else. Come meet families just like you, from the US as well as from the other side of the Atlantic who seek investments, partners, or just good friendship. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics.
DC Finance is honored to announce that our keynote speaker at the Toronto Family Office & High Net Worth Conference is Mr. Issy Sharp, Founder and Chairman of Four Seasons Hotels and Resorts, the world's leading luxury hospitality company.

Other speakers include Mr. David Rosenberg Chief Economist & Strategist, Gluskin Sheff. Other speakers include Mr. David Rosenberg Chief Economist & Strategist, Gluskin Sheff.

Speakers

Mr. Steve Apostolopoulos

Managing Partner, Triple Group of Companies (TGC)

Mr. David Rosenberg

Chief Economist & Strategist, Gluskin Sheff + Associates Inc

Mr. Isadore Sharp

Founder & Chairman, Four Seasons Hotels and Resorts

Mr. Paul Attia

Partner, Your Family Enterprise, BMO

Ms. Kate Pal

Principal, Pal Insurance Services Limited

Mr. David Traylor

Senior Managing Director, Golden Eagle Partners

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Mr. Jason Blick

Director & CEO, EQIBank

Mr. Afzal Hasan

President & General Counsel, CannaRoyalty

Dr. David Kideckel

Managing Director, Senior Equity Research Analyst, Healthcare & Life Sciences, AltaCorp Capital

Mr. Ben Zifkin

Founder & CEO, Hubba

Dr. Gregory Levey

Co-Founder & CEO, Figure 1

Ms. Maureen Berry

Partner, Fasken Martineau DuMoulin LLP

Ms. Lesley Marks

Chief Investment Strategist, BMO Private Banking

Mr. Alan Ridgeway

Partner, Sprott Capital Partners

Ms. Danielle Saputo

President, Danuto Holdings

Mr. Mowgli Holmes

Co-Founder & CEO, Phylos Bioscience

Ms. Maria Pacella

Senior VP, Private Equity, PenderFund Capital Management

Mr. Itamar Nir

Managing Director, Alignment Capital

Mr. Ric Palombi

Director of Research, McLean & Partners Wealth Management Ltd.

Mr. Richard Nathan

Managing Director, Kensington Capital Partners Ltd

Agenda

08:00-09:00am	Refreshments & Registration

09:00-09:10am	Opening Remarks: Mr. Denny Chared, Founder & CEO, DC FinanceConference 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	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.

10:30-10:50am	Blockchain Technology in the Real World – Mr. Danny Weinberger, Co-Founder & CEO, Morpheus.Network, Mr. Noam Eppel, Co-Founder & COO, Morpheus.Network

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
	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. Mowgli Holmes, Co-Founder & CEO, Phylos Bioscience

	The Financial Session

12:05-12:25pm	Seeking Great Ideas: The Art of Focused Investing - Mr. Pedro Escudero, Founder & CIO, DPM Capital

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 – Mr. Jason Blick, Director & CEO, EQIBank

01:10-01:25pm	TBA

01:25-02:25pm	Lunch

02:25-02:35pm	International Investing – it’s not Foreign - Mr. Ric Palombi, Director of Research, McLean & Partners Wealth Management Ltd.

02:35-02:45pm	“Social Housing” and looking at Philanthropy in a Different Light – Mr. Erich Schwenker, President, Cardinal Capital Management, Inc.

	The Estate Planning Session
02:45-03:05pm	Challenges and Opportunities Faced by NextGen within the Family Business – Ms. Nadia King,Private Company Services GTA Leader, PwC Canada

03:05-3:20pm	Planning in Light of Recent Tax Changes – Ms. Maureen Berry, Partner, Fasken Martineau DuMoulin LLP

03:20-03:40pm	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)

03:40-04:00pm	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.

04:00-04:20pm	Break

04:20-04:40pm	Paradigm Shift: Heading into the Ninth Inning of the Economic Expansion and Bull Market - Mr. David Rosenberg, Chief Economist & Strategist, Gluskin Sheff + Associates Inc – Topic TBA

04:40-05:00pm	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.