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Canadian Family Office & Private Wealth Management Forum

Family Office & Endowment Investment Forum
A Private Wealth Series Event

April 15-16, 2015
Sheraton Centre Toronto, Toronto, ON
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Family Office & Endowment Investment Forum VIEW CURRENT AGENDA
(Current as of 3-31-15)
  Conference Details:

Following the success of Opal Financial Group's annual Family Office/Private Wealth Management Forum in the United States, we are proud to bring this event to Canada!

As part of the Private Wealth Series, this Family Office & Endowment Investment Forum is one of Opal's premier events. Investors and asset managers from around the world will engage in two days of discussions on the latest investment trends.

Today's new wave of generational wealth is developing at a rapid pace in many areas of the world. We are starting to see a shift in market dominance and the direction many investors are taking with their investments. With a rise in the need to include philanthropic endeavors into a family's portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever.

Come and join us for engaging discussions on the latest investment trends with some of the most well established investors, money managers, and private wealth service providers from around the globe.

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

Global Academy of Finance & Management

Click here for more info

  Topics to be Discussed:
  • 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
  Past Industry Representation:

Chart I: Family Offices/Consultants vs. Money Managers and Service Providers

Chart II: 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
More Testimonials
  Hotel Info:
Sheraton Centre Toronto Hotel
123 Queen Street West
Toronto, Ontario M5H 2M9
Phone: + 1 416 361 1000
We are pleased to announce that the Opal room block is open and we are accepting reservations. Please click on the ONLINE HOTEL RESERVATION link to book your room. The hotel will not accept individual call-ins.
Online Hotel Reservation
  • 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.
  Conference Registration Prices:
  Standard Rate
Asset Managers & Service Providers $2,895
***Institutional End-Investors
(subject to qualification)
Registration price reflects $100 online discount
Register Now for the Canadian Family Office & Private Wealth Management Forum
***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 x 235
Email: lvaiman@opalgroup.net
  Executive Sponsors:
BMO Global Asset Management Trez Capital Valhall Capital Group
  General Sponsors:

Alambic Investment Management  LP Arlington Street InvestmentsArrow Capital Management
Axial Ventures
Business Instincts Group Cougar Global Investments
DFG Investment AdvisersFulcra Asset Management Inc.Inflection Management Inc. Kingwest & Company Lawrence Park Capital Partners PenderFund Polar Securities Republic Funds Romspen Mortgage Investment Fund Sprott Asset Management LP TriView Capital

  Exhibitor Sponsor:
Henley & Partners
  Supporting Organization:
Institutional Limited Partners Association (ILPA)
  Supporting Partner:
  Media Partners:
2n20 Alhuda CIBE AllAboutRisk Alpha Journal Around Wall Street Hedge Fund Search BloombergBRIEF Canadian Venture Capital & Private Equity Association Capital Hedge CFI.co Institutional Investment Strategies, Asia Daily DAC Family Office Recruitment Global Banking Finance ReviewHedgeCo Hedge Connection Hedge Fund Alert International Alternative Investment Review IFC Review Institutional Real Estate, Inc. IntegriDATA LatinNews Markets and Markets MicroCapital Milltrust Preqin PrivateBanking Real Assets Adviser Realty 411 True Banking Magazine Value Walk VC Experts
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