2021-11-04T00:00:00-0400

2021-11-04T00:00:00-0400

5th Annual Private Wealth Canada Forum Toronto | November 4, 2021 Request Agenda


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.



LEAD SPONSORS

PLATINUM SPONSORS

GOLD SPONSORS

SPONSORS

MEDIA & INSTITUTIONAL PARTNERS


REQUEST AGENDA

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.

Key Discussion Topics

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. 


REGISTRATION

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.

PRICING

Early Bird 800 06/11/21
Level 1 1,100 07/16/21
Level 2 1,400 08/20/21
Level 3 1,700 09/17/21
Level 4 2,000 11/04/21

VENUE


Toronto Marriott City Centre
One Blue Jays Way
Toronto, ON M5V 1J4
Canada
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]