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Monday November 4th, 2024

Terminal City Club, Vancouver

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The 2022 Toronto Family Office Conference

08:00-09:00 AMRegistration & Breakfast Sponsored by PearTree Canada
09:00-09:10 AMWelcome & Opening Remarks 
 Mr. Denny Chared, Founder & CEO, DC Finance  
 Mr. Nick Bakish, Founding Partner, Group RMC – Conference Moderator
09:10-09:50 AMThe Real Estate Panel 
 Mr. Braiden Goodchild, Head of Real Estate M&A, PricewaterhouseCoopers LLP – Moderator
 Mr. Steve Apostolopoulos, Managing Partner, Triple Group of Companies (TGC)
 Mr. Matthew Fishman, Executive Vice President, Roy-L Capital Corporation
 Mr. Vikram Rajagopalan, Executive Managing Director, Global Head of Capital Raising, Trez Capital
 Mr. Hooman Tabesh, Founder & CEO, Alliance REIT
 The real estate panel will discuss emerging trends impacting the industry, implications of COVID and geopolitical events on the sector, and investment considerations applicable Toronto and the GTA. The panel will also open the floor to questions from the audience.
09:50 – 10:10 AMThe Future of Greater Toronto Area Real Estate
 Mr. Hunter Milborne, Founder & CEO, Milborne Group
 This lecture will focus on residential and mixed-use development opportunities, land equity, and prop tech opportunities.
10:10 – 10:30 AMInflation, Interest Rate Hikes, and Geo-Political Risks – and How Investors can Profit from Them
 Mr. Elie Nour, Founder& CEO, Nour Private Wealth (NPW)
 How to navigate an elevated inflation environment, especially with the recent developments in Europe coupled with the ongoing supply constraints, strong demand, and labour shortages?Interest Rate Hikes: “It’s not the first hike you have to worry about, it’s the last.” What tactical changes to portfolios are needed in a rising rate cycle? What parallels can we draw from the humanitarian crisis we are dealing with in Ukraine to previous geopolitical risks?
10:30 – 10:40 AMBoring is the New Black: Creating Stable Returns in an Unstable Environment
 Mr. Noah Mintz, Managing Director & Principal, Vector Financial
 This Presentation will focus on investing in a private mortgage fund with consistent cash flow vs. more volatile investments.  It will also discuss the benefits of a focused, niche product and investing in tangible assets and investing strictly in what you know and where you know.
10:40 – 10:50 AMA Score To Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong
 Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
 This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.
10:50 – 11:00 AMUsing a Microscope and a Telescope to Make an Impact Through Philanthropy
 Ms. Susan Stern, National Executive Director & CEO, Weizmann Canada
 Building a successful business requires both telescopic and microscopic vision in order to focus on the future while dealing with issues at hand. Today’s philanthropists are also using these two important pieces of equipment to develop their philanthropic blueprint, to identify partnerships that will leverage impact and to make positive advancements. The goal of this presentation is to take a closer look at why both the current and long term perspectives ​are critical and to share examples of significant impact created by Canadian donors in this way.
11:00 – 11:30 AMCoffee Break 
11:30 – 11:45 AMDigital Disruption in Healthcare Investing and the Transformative Role Canada is Playing 
 Mr. Sam Ifergan, Founder & Managing Partner, iGan Partners
 The healthcare sector continues to undergo a unique transformation – from decentralization to aging populations, Mr. Ifergan will discuss the sector’s major disruptive trends and the impact of Canada’s innovative ecosystem on global healthcare investing.
11:45 – 11:55 AMFamily Journey to Fulfil Passion for Medical Solutions that Make a Difference
 Ms. Pazit Azulai, Partner & CFO, Katao Venture Partners
 Mr. Sharon Azulai, Managing Partner, Katao Venture Partners
 From Entrepreneurship Through a Family Office to a VC, Pazit and Sharon Azulai Describe How Their Passion For Medical Innovations Drove Them to Support Wellbeing And Create a Better World.
11:55 – 12:05 PMImpact Investment: Tech Investments as a Measure to Fight the Planet Crisis and Rising Inequality
 Ms. Sandrine Montsma, Managing Partner, Bridges Israel
 Israeli Technology Companies that Generate Fantastic Financial Returns While Solving The Biggest Challenges of Our Generation: The Planet Crisis And Rising Inequality.
12:05 – 12:15 PMBrainBox AI: Optimizing HVAC Efficiency with Autonomous AI
 Mr. Jeffrey Kadanoff, Managing Director, Esplanade HealthTech Ventures
 BrainBox AI utilizes self-adapting artificial intelligence technology to proactively optimize one of the world’s largest energy consumers and GHG emitters: buildings. 45% of commercial buildings’ energy consumption comes from HVAC, of which 30% is usually wasted. Using deep learning, cloud-based computing, and our proprietary process, our AI engine autonomously and granularly optimizes existing HVAC systems in real time for maximum impact on energy consumption, carbon footprint and building operations.
12:15 – 12:25 PMTechnology Investing in our Current Volatile Markets
 Mr. Richard Nathan, Senior Managing Director, Kensington Capital Partners Limited
 How should investors view the technology sector against the backdrop of continuing market risks? This session will consider the best approach to navigating the tech cycle amidst the uncertainties of new geopolitical risk, the ongoing pandemic and the changing economic environment.
12:25 – 12:35 PMHigher-Return Lower-Risk Non-Correlated Alternative Investment Vehicle – A New Liquid Way To Invest in Start-Ups
 Dr. Paul Russo, Chairman & CEO, Kyto Technology and Life Science, Inc.
 KYTO Technology and Life Science (“KYTO”) is a Silicon Valley-based public investment company that offers global investors the ability to participate in a new, safer, non-correlated and liquid way to invest in the best thoroughly vetted start-ups.  KYTO seeks to create an ETF-like vehicle whose assets are a large number of double-vetted start-ups – 70+ portfolio companies today, 75% in life science. KYTO is diversified by both industry and geography with investments in the US, Canada and Israel. KYTO’s 1st portfolio IPO and two M&A exits have been recently completed.  KYTO is planning to register under the  Investment Company Act of 1940 and then list on NASDAQ in 2022, and currently files 10-K’s and 10-Q’s with the SEC. 
12:35 – 12:45 PMEnabling Transformational Philanthropy
 Ms. Marilyn Anthony, Advisor, Business Development, PearTree Canada
 PearTree’s unique and proven platform enables transformational gifts across Canada at a lower after-tax cost of giving. Learn more about PearTree so you can increase and accelerate your charitable giving. Since 2007, PearTree has completed well over $2 billion in structured financings for donation purposes.
12:45 – 01:00 PMNeurotech-Driven Patient Impact
 Mr. John Clarkson, SVP/COO, Ontario Brain Institute
 The mandate for the Ontario Brain institute is to drive patient-based impact through coordinated research networks, accessible high quality data, and direct outreach to Canadian communities with leading edge brain technologies.  We specialize in the diseases related to your parents and your children and also the most pressing post-COVID issue – mental health.
01:00 – 02:00 PMLunch
02:00 – 02:30 PM
Estate Planning Pitfalls – Pre and Post Mortem Considerations                                  02:00 – 02:30 PMWhat’s on the Mind of Canada’s Wealthy (Asset Allocation, Family Estate Planning, Obligations of Wealth)                                    
Mr. Gregory Moore, Partner, Portfolio Manager, Richter Family OfficeDr. Enette Pauzé, Chair of Toronto Group 03 – Moderator
Ms. Lyne Gaulin, Partner, Richter LLP                              Mr. Leon Goren, CEO, PEO Leadership; Toronto Chair, TIGER21
Mr. Scott Binns, Partner, Richter LLPMs. Danielle Saputo, President, Danuto Holdings
 Mr. Howard Atkinson, CEO, Pascal WealthTech
 Mr. Henry Wolfond, BAA, LL.B., Chairman & CEO, Bayshore
Estate Planning is a cumbersome exercise for many families who have significant legacies to consider. Legal, tax, and financial planning all play an important role in ensuring that long-term goals are met. But due to the compound nature of the various elements at play in a comprehensive estate plan, it is easy to fall victim to common pitfalls that can negatively impact an estate transition from one generation to the next. In this panel, our tax and estate planning experts will discuss some of the top areas to consider and how to avoid common mistakes that could derail even the best laid estate plans.This panel will provide an overview on the Wealth Objectives of High-Net-Worth (HNW) individuals / families and highlight their asset allocation (TIGER 21 Members based). We’ll follow up with a panel discussion on estate planning and give you a sense of the obligations of HNW individuals / families and the importance of transferring values and a respect for money to their children and grandchildren.
02:30 – 02:50 PMYou Don’t Need Life Insurance…
 Mr. John Hutson, Principal, The Targeted Strategies Group
 This session will recap the reasons why an ultra high net worth family should want life insurance as an asset class even if they do not need it. And importantly discuss the current top 5 issues to be aware of related to acquiring and owning this asset class.
02:50 – 03:05 PMCompetitive and Regulatory Landscape Changes Presents New Opportunities in Canadian Private Credit
 Mr. Michael Scott, Principal, SAF Group
 Join SAF Principal, Mike Scott, for an eye-opening discussion on the unique opportunities emerging within the Canadian private credit market.  Mike will explore trends in the private credit space, the developing market opportunity and how SAF is well positioned to generate attractive risk adjusted returns for investors.
03:05 – 03:15 PMVoyager Investment Opportunity – Seize The Drop 
 Mr. Elad Barak, Co-Founder & CEO, Voyager Products Inc.
 Dubbed “the Keurig of cannabis”, Voyager allows consumers to mix any drink with cannabis. This Toronto startup is set to disrupt the way liquid concentrates of medication, sleeping aids, vitamins, supplements, etc are administered. With its innovative patent pending technology and backed by Draper Cygnus, Voyager is set for global success.
03:15 – 03:25 PMValue Creation in Early-Stage Venture Capital
 Mr. Scott Dubin, Director, Investor Relations, ff Venture Capital 
 ff Venture Capital (ffVC) partners with visionary founders to build companies that will influence the behavior of millions. Exclusively focused on early-stage investing since 2008, ffVC has invested in 140 companies, produced $2.9bn in exit value and currently manages a portfolio of 89 companies valued in excess of $15bn. ffVC’s model of high-touch engagement couples domain expertise with operational support to drive outcomes for our portfolio and produce consistent returns for our Limited Partners. This value add approach, being “founder friendly”, has made ffVC one of the best performing early-stage venture capital firms based in New York. 
03:25 – 03:35 PMSeeking the Double Bottom Line: How to be an Impactful Investor without Sacrificing Performance 
 Mr. Peter van der Velden, MBA, MSc, BSc, Managing General Partner, Lumira Ventures
 Wanting to be an impactful investor without sacrificing performance is emerging as core priority for many family offices. The lecture will focus on highlighting investing in innovative healthcare as a unique alternative asset class for getting the best of being impactful while realizing outstanding financial performance.
03:35 – 03:55 PMIs this Canadian Growth Equity’s Time to Shine?
 Mr. Sanjiv Samant, Managing Partner, Round13 Capital
 Mr. Bruce Croxon, Managing Partner, Round13 Capital
 How has the technology ecosystem in Canada evolved over the years ? Despite global uncertainty, why does the Canadian technology sector remain a bastion of stability and growth ?  How can a later stage growth equity portfolio help better diversify portfolio allocation with compelling risk adjusted returns?
03:55 – 04:05 PMThe Future of Accounting is Automated
 Mr. Guy Vadish, Founder & CEO, Artiffex Inc.
 We believe investment accounting and reporting should be automated. Artiffex’s secure, cloud-based platform ingests unstructured financial data regardless of the source and permits users to easily reconcile and report across all their accounting and wealth management needs. Faster and more accurate than traditional bookkeeping, Artiffex helps accounting firms and family offices stay competitive by unlocking access to innovative wealth management solutions.
04:05 – 04:25 PMKeynote Speech: The Future with Digital Health
 Dr. Sheldon Elman, Founder of Medisys Health Group, Persistence Capital Partners and Esplanade HealthTech Ventures
 Digital Health: What is it and how will it impact our lives? How will we use it and how can we benefit from it – medically and financially?
 04:25 – 04:45 PM
Arts: A Discussion with Photorealism Artist Yigal Ozeri   04:25 – 04:45 PMImpact Philanthropy Panel                                                         
Mr. Yigal Ozeri, ArtistMs. Monette Malewski, President & CEO, M Bacal Group – Moderator
Mr. Denny Chared, Founder & CEO, DC Finance – ModeratorDr. Nava Michael Tsabari, Founder & Director, The Raya Strauss Center for Family Business Research at the Faculty of Management, Tel Aviv University
 Dr. Nir Tsuk, Founder & Director, New York University’s Institute for Impact and Intrapreneurship
 An intimate discussion with world renowned photo realistic artist Yigal Ozeri; join us as we discuss art, life, and inspiration. New York City based Israeli artist Yigal Ozeri is best known for his large-scale cinematic portraits of distinctive young women in rich prodigious landscapes. With tinges of Pre-Raphaelite aesthetics, Ozeri brings an ethereal and uninhibited sensibility to his paintings. His portraits denote art historical foundations in romanticism, while also offering contemporary notions of sensual femininity.If impact is indeed “the action of one object coming forcibly into contact with another” and philanthropy is “the desire to promote the welfare of others, expressed especially by the generous donation of money to good causes” – then the relatively new term impact philanthropy is about using the former in order to better do the latter. In other words: how to improve – but more so… The key question for impact philanthropy therefore is not “what,” but “how” – how to achieve optimal results? How to reach higher? How to give (or is it actually invest?) in the best way? And then how to measure the outcomes? As always, such heavy “what” questions are being followed by an equally relevant “who” questions: who is to decide? Who is to measure? Whose responsibility is it, and whose impact??
04:45 – 05:05 PMA Fireside Chat with Mr. Anthony Di Iorio
 Mr. Anthony Di Iorio, Co-Founder, Ethereum; Founder & CEO, Decentral Inc. & Jaxx
 Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
 Join this discussion with one of Canada’s most innovative entrepreneurs on: life, entrepreneurship, blockchain and everything in between.
05:15 – 06:15 PMCocktail Reception