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Canadian Family Office & Private Wealth Management Forum

Family Office & Endowment Investment Forum

April 4-5, 2016
Hyatt Regency Toronto, Toronto, ON
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Family Office & Endowment Investment Forum VIEW CURRENT AGENDA
(Current as of 1-28-16)
  Conference Details:

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.

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:
Hyatt Regency Toronto
370 King Street West
Toronto, Ontario, Canada M5V 1J9
Phone: + 1 416 343 1234
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:
  Eary Bird Rate
(expires 3/1/16)
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: lklipper@opalgroup.net
  Media Partners:

Alpha Journalhedge fund search BloombergBrief Business Portals Business Portals CFI.coCVCA

EMIAExecutive Global Family Office Elite Magazine Fintrx TheGRCBlueBook Hedge Fund Alert

integriDATALDJ CapitalMarkets and Markets

Private Banking The Soho Loft Media GroupVictoria GlobalVC Experts

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