Opal's Finance Events
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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
Toronto, ON
Register Now
  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!

A part of the Private Wealth Series, this family office conference is Opal's premier event for high net worth individuals and family offices. Private 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 high net worth families 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 Family offices, Private investors, money managers, and private wealth service providers from around the globe.

  Topics to be Discussed:
  • Structure & regulations challenges facing family offices
  • Hedge Funds: What's in store for the future?
  • Emerging Markets - What are the opportunities and the challenges?
  • Real Estate: Current issues facing Family Office's
  • Preserving family wealth from one generation to the next
  • Investment Styles and Strategies for Family Offices
  • Philanthropy
  • Real Assets and Direct Investing for Family Offices
  • Fixed Income and Credit Markets
  • Challenges of the Trustee/Beneficiary Relationship
  • Private Equity
  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:
  Earlybird Rate
(ends 3/1/15)
Standard Rate
Asset Managers & Service Providers $2,495 $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
  Supporting Organization:
Institutional Limited Partners Association (ILPA)
  Media Partners:
AllAboutRisk Around Wall Street Hedge Fund Search BloombergBRIEF Capital Hedge CFI.co Family Office Recruitment HedgeCo Hedge Connection Hedge Fund Alert International Alternative Investment Review IFC Review Institutional Real Estate, Inc. Markets and Markets Milltrust Preqin PrivateBanking Value Walk VC Experts
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