SPEAKING ENGAGEMENTS:
Nov. 1, 2016
Ivey Business School
Family Enterprise Stewardship - Preparing the Next Gen
Toronto, ON
Oct. 30, 2016
Family Office AGM
Next Gen Session
Toronto, ON
Oct. 18, 2016
Canada Private Wealth Forum
Global Equities Panel
Toronto, ON
Oct. 4, 2016
Business Families
CAFE/ FEX Central Ontario
Lessons learned from a catastrophic business sale: Protecting Family, Business, Assets & Legacy.
Mississauga, ON
Sept. 7, 2016
YPO Forum
Stewardship & Engagement
Muskoka, ON
June 3, 2016
Ivey Business School
Best Practices after Business Sale
QuantumShift, closed program
London, ON
May 17, 2016
Next Gen
Stewardship Program
Calgary, AB
May 12, 2016:
TIGER 21
Effective Wealth Dialogues
Houston, TX
April 6, 2016:
Business Families
CAFE Southwestern
Optimizing the Family Business For Performance & Growth
London, ON
March 28, 2016:
TIGER 21, Next Gen
Best Practices: What you need to know & Why
Rancho Santa Fe, CA
March 10, 2016:
Ivey Business School
Faciliated Family Business Case:
Value-Based Decisions
HBA
London, ON
SPEAKING ENGAGEMENTS:
September 27, 2017
Canada Private Wealth Forum,
Family Office Panel,
Toronto, ON
September 18 - 22, 2017
Ivey Business School + KPMG,
FamilyShift, closed program
Toronto, ON
September 15, 2017
Transitions Canada
Toronto, ON
June 20, 2017
Canada Private Wealth Forum,
Family Office Panel,
Vancouver, BC
May 24, 2017
Symposium HNW
Toronto, ON
May 10, 2017
CFA Conference,
Preparing the Next Generation
Toronto, ON
April 27, 2017
FEX Southwestern
Finessing Futures:
Business Contingency Planning
London, ON
January 24, 2017
Ivey Business School, HBA
Wealth Management
London, ON
January - April, 2017
Schulich School of Business, BBA
Managing the Family Enterprise
Toronto, ON
SPEAKING ENGAGEMENTS:
Nov. 8, 2018
Canada Private Wealth Forum
Family Office Perspectives
Toronto, ON
Sept. 17 - 21, 2018
Schulich Executive Education Centre &
Scotia Wealth Management,
Preparing the Next Generation
Toronto, ON
Sept. 13, 2018
Family Office Symposium, closed program
Family Office Continuity Best Practices
Toronto, ON
May 8, 2018
Canada Private Wealth Forum,
Passive v. Active Investing Panel,
Vancouver, B.C.
May 7, 2018
Global CEO Networks
Optimizing Sale & Life After Objectives
Oakville, ON
May 1, 2018
Business Transition Forum
Life after Sale - Moderator,
Toronto, ON
April 19, 2018
Canadian Alternative Investment Forum
Family Office Panel,
Toronto, ON
March 2, 2018
International Business & Financial Summit, Bahamas Financial Services Board
Family Office & Off -Shore Trust Strategies
Bahamas
January 23, 2018
Ivey Business School, HBA
Wealth Management
London, ON
Mailing Address:
Suite 605, 2869 Bloor Street West,
Toronto, ON M8X 1B3
T: 416 518 8080
E:
SPEAKING ENGAGEMENTS:
December 6, 2019
Smith Family Business Institute
Cornell University,
Mentor's Forum
NYC, NY
November 21, 2019
Canada Private Wealth Forum
Moderator - Future of Asset Allocation
Toronto, ON
November 5, 2019
DC Finance Global Family Office
Conference Moderator - Four Seasons
Toronto, ON
October 3, 2019
Canada Institutional Real Estate Investor Forum
Moderator- Canadian Market Outlook
Toronto, ON
Sept. 26, 2019
Cornell University
Smith Family Business Initiatives
Family, Wealth and Values
Ithaca, NY
Sept. 24 & 25, 2019
Women's Roundtable
Event Moderator
Langdon Hall, ON
Sept. 14, 2019
Family Assembly - Closed
Cybersecurity for Family Offices
NOTL, ON
August 29, 2019
Trusted Family
Beyond 100 Years: Preparing for Continuity Inhibitors;
Global Podcast
August 21, 2019
Philanthropic Roundtable - Closed
RCYC
Toronto, ON
May 28, 2019
Business Transitions Forum
Family Enterprise Transitions
Toronto, ON
May 14, 2019
Business Transitions Forum
Wealth Strategies and Personal Side of Post Transitions
Edmonton, AB
March 20 & 21
Club F - Open
Global Foundations
Toronto, ON
Feb. 11 & 12, 2019
Corporate Client
Wealth Management - Closed Program
Vancouver, BC & Calgary, AB
January 24, 2019
Ivey Business School, HBA
Wealth Management
London, ON
(Cornell Family Business Event, 2019)