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Family Office & Endowment Investment Forum

April 15, 2015 - April 16, 2015

Conference Details:

Following the success of Opal Financial Group’s annual Family Office/Private Wealth Management Forum in the United States, we are proud to bring this event to Canada!

As part of the Private Wealth Series, this Family Office & Endowment Investment Forum is one of Opal’s premier events. Investors and asset managers from around the world will engage in two days of discussions on the latest investment trends.

Today’s new wave of generational wealth is developing at a rapid pace in many areas of the world. We are starting to see a shift in market dominance and the direction many investors are taking with their investments. With a rise in the need to include philanthropic endeavors into a family’s portfolio and making investments from an impact investing standpoint, soft issues are just as important as investment management to the family office now more than ever.

Come and join us for engaging discussions on the latest investment trends with some of the most well established investors, money managers, and private wealth service providers from around the globe.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

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 â€œReal”
  • 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

Conference Registration Prices:
Earlybird Rate
(ends 3/1/15)
Standard Rate
Asset Managers & Service Providers $2,495 $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


April 15, 2015
April 16, 2015
Event Category:


Sheraton Centre Toronto Hotel
123 Queen Street West
Toronto,Ontario, M5H 2M9 Canada
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+ 1 416 361 1000