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Family Office & Endowment Forum

Family Office & Endowment Investment Forum - West
A Private Wealth Series Event

September 10-11, 2015
Pinnacle Vancouver Harbourfront Hotel, Vancouver, BC
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Family Office & Endowment Forum VIEW CURRENT AGENDA
(Agenda current as of 9-9-15)
  Conference Details:
The Family Office and Endowment Investment Forum West will take place in scenic Vancouver.  While it may be mild and beautiful outdoors, the financial climate in Canada is ever changing.  During this two day event, Family offices and Endowments will review the various landscapes in which they are able to invest. Panel discussions, presentation by managers, and peer to peer meetings will allow for education and networking. Topics will address real assets, commodities, real estate, and provide delegates with new perspectives. After stimulating conversation, everyone will find their way to the top floor of the hotel where they will be able to enjoy the sunset over the mountains.
  Topics Will Include:
  • Experiences from the Allocators: Finding the Opportunities in a Challenging Market
  • Fixed Iccome & Credit Analysis
  • Meet the Manager Showcase
  • Alternative Investments Styles and Strategies
  • Emerging Managers: Outperforming Their Larger Peers
  • The Future of Real Estate Investments
  • Measuring Your Impact: Investing in Change
  • The Future of the Humane Sector: Critical Factors in Building a Humane Canada
  • Philanthropy: Greatness in Gifting
  • Direct Private Equity
  • Real Assets & Energy
  • Canadian Taxation & Regulation
  • Transferring Authority: The Challenges & Benefits of Passing the Torch to Investment Professionals
  • Technology & Cycer Security: How Vulnerable Are You?
  • The Role of Philanthropy in Family Office Succession Planning
and many more!
  Who Should Attend:
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational Wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.
  Past Industry Representation:
Chart 1: Investors vs. Money Managers and Service Providers

Chart 2: Institutional End Investors
  Past Testimonial:

"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:
Pinnacle Vancouver Harbourfront Hotel (formerly the Renaissance)
1133 West Hastings Street
Vancouver, British Columbia V6E3T3
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 I
(Expired 5/15/15)
Earlybird Rate II
(Expired 7/20/15)
Standard Rate
Asset Managers & Service Providers $1,895 $2,395 $2,895
*** Family Offices (Single/Multi), Endowment, Foundation, and Non-Discretionary Consultant
(subject to qualification)
Registration price reflects $100 online discount
Register Now for the Family Office & Endowment 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:

Rockspring Capital Two Degrees Advisory Group

  General Sponsors:

Baceline Investments, LLCCAI Private EquityInflection Management Inc.
PenderFund Capital ManagementRepublic FundsShoreline Venture Management, LLC
TriView Capital Ltd.Yaletown Venture Partners

  Exhibitor Sponsor:
Pinnacle Wealth Brokers, Inc.
  Supporting Organization:
  Media Partners:

Around Wall Street ATMonitor Hedge Fund Search Business Portals Bloomberg BriefBusiness Potals Clear Path Analysis CVCA EurekahedgeExecutive GlobalFamily Office Elite Magazine Global Banking & Finance Review (GBAF)Global Risk CommunityHedge ConnectionInternational Alternative Investment Review (IAIR) IntegriDATA IlpaThe Soho Loft Leebug

Markets and MarketsPitchBook The Soho Loft The Soho Loft

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