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Canadian Family Office & Private Wealth Management Forum

Family Office & Endowment Investment Forum

April 15-16, 2015
Sheraton Centre Toronto, Toronto, ON
Add The Family Office & Endowment Investment Forum To Your Outlook Calendar
Register Now
Family Office & Endowment Investment Forum VIEW CURRENT AGENDA
(Current as of 4-13-15)
  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.

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
To make a hotel reservation please contact Lauren Bautista at 212.532.9898 x258 or at lbautista@opalgroup.net.
  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 Valhalla Diamond Fund
  General Sponsors:

Alambic Investment Management  LP Arlington Street InvestmentsArrow Capital Management
Axial Ventures
Business Instincts GroupCelernus Investment Partners Inc.

Cougar Global InvestmentsDFG Investment AdvisersEpic Capital Management

Fulcra Asset Management Inc.Inflection Management Inc.Infusion Global Partners

Kingwest & Company Lawrence Park Capital Partners PenderFund Polar Securities Republic Funds Romspen Mortgage Investment FundSprott Asset Management LP

TriView CapitalUrban Southwest Capital

  Exhibitor Sponsor:

Foyston, Gordon & Payne Inc.Henley & PartnersInteractive Brokers

  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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