The 5th Annual Private Wealth Canada Forum is designed to bring together attendees including the leading family offices, Private Banks and HNW wealth managers from across Canada for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local high net worth community.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Kash Pashootan Chief Executive Officer & Chief Investment Officer First Avenue Investment Counsel
Declan Ramsaran Managing Director Pangea Private Family Office
Jean-Pierre Berger President BlueSky Investment Counsel
Bruce Murray Chief Executive Officer and Chief Investment Officer Murray Wealth Group
Romain Marguet Head of Alternatives, Vice President Richardson GMP
Wayne Kozun Chief Investment Officer Forthlane Partners
Ryan Lewenza Senior Vice President & Portfolio Manager Turner Investments
Gabriel Millard Vice President Corporate Finance and Capital Markets Avenue Living
Greg Spafford Senior Portfolio Manager, Real Estate Equity Manulife Investment Management
Eric Rogoff Managing Director and Sector Head Onex Falcon
Andrew Knox Institutional Portfolio Manager Franklin Real Asset Advisors
Daniel Leger Managing Director MGG Investment Group
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
OPENING BELL - ASSET ALLOCATION AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT 12 MONTHS
How can private clients and wealthy families navigate the markets post-Covid-19?
FIXED INCOME REALISTIC EXPECTATIONS AND WAYS TO ENHANCE RETURNS
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. Where are the risks and opportunities?
GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market? Are we headed for a market correction or do our panelists anticipate more of the same in 2022?
HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.
PRACTICAL STEPS TOWARDS ESG, SRI, AND IMPACT INVESTING INTEGRATION
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process.
ASSET ALLOCATION: FAMILY OFFICES VIEWS
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.