Speaking Engagements

	Event & Location	Topic & Speaker
2012
Oct 15-16	Canadian Institutional Investment Summit Hilton Lac-Leamy Gatineau-Ottawa, PQ	Tom McCullough Conference Chair
June 14-15	Canadian Private Family Office Invitational The Fairmont Banff Springs Banff, AB	Tom McCullough Conference Chair
May 14-16	Canadian Family Office & Advisors’ Forum Langdon Hall Cambridge, ON	Tom McCullough Conference Co-Chair
2011
Oct 17-19	Canadian Institutional Investment Summit Hilton Lac-Leamy Gatineau-Ottawa, PQ	Tom McCullough Conference Chair and Speaker
June 16-17	Canadian Private Family Office Invitational The Fairmont Banff Springs Banff, AB	Tom McCullough Conference Chair
April 12	Family Firm Institute Ontario Chapter: The Multi-Family Office Best Practices Brookfield Place Toronto, ON	‘The Multi-Family Office: Focused on Benefiting Generations of Affluent Families’ Tom McCullough Speaker
April 7	Introduction Capital Canadian Alternative Investment Forum St. Andrew’s Club & Conference Ctr. Toronto, ON	‘How do Family Offices View Alternative Managers and How Should Alternative Fund Managers be Trying to Meet Their Needs?’ Tom McCullough Panel Member
2010
Oct 18-20	Canadian Institutional Investment Summit Fairmont Château Laurier Ottawa, ON	‘The Coming Revolution in Risk Management’ Tom McCullough Speaker
June 9-10	Compliance and Risk Management Conference The Toronto Marriott Bloor Yorkville Hotel Toronto, ON	‘Setting the Tone from the Top: Making compliance a key strategic priority within your firm’ Tom McCullough Keynote Speaker
June 8	Canada-UK Chamber of Commerce Briefing Seminar The Royal Automobile Club, Pall Mall London, UK	‘Considering Canada: The Wealthy Global Family’s Safe & Surprisingly Tax-Efficient Alternative’ Tom McCullough Speaker
June 1-2	Canadian Private Family Office Invitational The Fairmont Banff Springs Banff, AB	Tom McCullough Conference Co-chair Scott Hayman Speaker
May 12	Family Office Exchange (FOX) Industry Insights Webinar	‘Rethinking Canada: A safe and surprisingly tax-advantaged alternative for wealthy families’ Tom McCullough Speaker
2009
Sept 23-25	Family Firm Institute Global Conference: Risky Business New York Marriott Marquis New York, NY	‘How to Reduce the Risk and Increase the Performance of your own Practice’ Tom McCullough Speaker
Sept 16-18	Insight Private Family Office Conference Niagara-on-the-Lake, ON	Tom McCullough Conference Chairman
June 10-12	Insight Private Family Office Conference Ritz Carlton Hotel Naples, FL	‘Navigating a Risky World: Developing a Sound Risk Management Strategy for Wealthy Families’ Tom McCullough Conference Chairman
May 6-8	Insight Private Family Office Conference Banff Springs Hotel Banff, AB	‘The Management of Private Wealth: Why an Integrated Approach is Essential’ Tom McCullough Conference Chairman
May 6-8	Insight Private Family Office Conference Banff Springs Hotel Banff, AB	‘Protecting the MFO Brand through Standards of Practice’ Scott Hayman Speaker
Feb 12	University of Toronto Rotman Commerce Challenge Faculty Club Toronto, ON	‘Portfolio Management for Private Clients’ Tom McCullough Keynote speaker
2008
	Insight Private Family Office Conference Queen’s Landing Niagara-on-the-Lake, ON	Tom McCullough Conference Chairman
Nov 3	The CICA Conference on Succession Planning Sheraton Centre Toronto, ON	‘Collaboration: The How & Why of an Inter-Disciplinary Team’ Tom McCullough Panel member
2007
Oct 17-19	Family Firm Institute Annual Conference, Culture + Adaptation: Family Enterprise in Diverse World Fairmont Turnberry Isle Aventura, FL	‘The Multi-Family Office: Multi-Disciplinary by Definition’ Dirk Jungé, CEO, Pitcairn Together with Tom McCullough Speakers
Oct 2	Family Firm Institute Ontario Chapter National Club Toronto, ON	‘The Role of the Family Office’ Dirk Jungé, CEO, Pitcairn Together with Tom McCullough Speakers
June 27-28	Calgary CFA Society Wealth Management Conference 2007: Strategies for a Volatile World Telus Centre Calgary, AB	‘The Growing Role of the Family Office’ Tom McCullough Speaker