Forum Overview
Dates: November 26 - 27, 2024
Location: Burlington, ON
The Forum is a private gathering of 32 executives who oversee investments at single family offices from across Canada, as well as a handful of trusted investment specialists with institutional expertise. The meeting is based on active participation by all in attendance, along with a few featured presentations delivered by carefully-chosen subject matter experts.
Using candid, peer-driven discussion, the group tackles high-priority topics by drawing from the collective experience of the participating single-family office leaders who are responsible for overseeing diversified investment portfolios, and select trusted advisors.
CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended
The Forum offers a private and safe environment for family offices’ investments executives to explore highly-sensitive and timely issues while developing meaningful and lasting connections with their peers from across Canada.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.