Event & Location |
Topic & Speaker |
|
2020 |
||
Nov 6-7 |
MacKay CEO Forums – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
Oct 11 |
STEP Canada 22nd National Conference – Family Offices |
Tom McCullough |
Sept 14 |
Ignite Digital 2020 – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
July 2 |
UHNW Institute Interview – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
May 27 |
Caldwell Partners – COVID-19 Leadership Roundtable |
Tom McCullough |
May 19 |
Sandaire Webinar – Resilience for Businesses and Families |
Tom McCullough |
Mar 12 |
CFA Society Edmonton – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
Mar 11 |
CFA Society Calgary – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
Mar 9 |
CFA Society Winnipeg – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
Mar 4 |
CFA Society Miami – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
2019 |
||
Dec 5 |
Advocis Toronto – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
June 26 |
CFA Society Vancouver – Wealth of Wisdom: Top 50 Questions Wealthy Families Ask |
Tom McCullough |
June 20 |
Family Wealth Dynamics |
Tom McCullough |
June 18 |
Sun Life Practice Development Summit – Wealth of Wisdom book talk |
Tom McCullough |
May 29 |
Wealth Professional Innovation and Strategy Summit: Preserving Wealth for the Next Generation |
Tom McCullough |
May 22 |
Ivey Business Families Centre – Wealth of Wisdom book talk |
Tom McCullough |
May 7 |
Canadian Family Office Forum – Wealth of Wisdom book talk |
Tom McCullough |
May 2-5 |
Rotman Family Wealth Management Program (3-day course for families of wealth) |
Tom McCullough |
April 24 |
Advocis Peel Halton – Understanding Family Offices |
Tom McCullough |
April 2 |
CFA Global Private Wealth Conference – What Wealthy Families Want: Culture, Legacy, and Impact in the Family Office Experience |
Tom McCullough |
Mar 28 |
Sandaire Investment Office client reception – Wealth of Wisdom book talk (European book launch) |
Tom McCullough |
Mar 15 |
CFA Society Singapore – Family Wealth Management Workshop |
Tom McCullough |
Mar 14 |
Singapore Management University (SMU) Business Families Institute – Wealth of Wisdom book presentation (Asian book launch) |
Tom McCullough |
Mar 12 |
CFA Society Singapore – Wealth of Wisdom book presentation |
Tom McCullough |
Mar 6 |
Rotman School of Management Speaker Series – Wealth of Wisdom book presentation (North American book launch) |
Tom McCullough |
Jan 31 |
Ivey Family Business Class |
Tom McCullough |
Jan 17 |
YPO Gold Toronto – The Challenge of Developing Responsible and Grounded Children in Families of Wealth |
Tom McCullough |
2018 |
||
Dec 6 |
Advocis Toronto – Understanding Family Offices |
Tom McCullough |
Nov 21 |
Society of Trust and Estate Planners (STEP) Ottawa – Family Office Panel |
Tom McCullough |
Oct 9 |
Rotman School of Management – Howard Marks: Mastering the Market Cycle |
Tom McCullough |
Aug 27-29 |
Ernst & Young NextGen Academy |
Tom McCullough |
July 18 |
SickKids Foundation Offsite |
Tom McCullough |
May 15 |
Society of Trust and Estate Planners (STEP) Toronto – Family Office Panel |
Tom McCullough |
April 12-16 |
Rotman Family Wealth Management Program (3-day course for families of wealth) |
Tom McCullough |
2017 |
||
Dec 6 |
Rotman Asset Management Association Presentation |
Tom McCullough |
Dec 5 |
Estate Planning Council of Toronto – Understanding Family Offices |
Tom McCullough |
Nov 1 |
Toronto Foundation Staff Training |
Tom McCullough |
Sept 10 |
Ismaili Business Professionals Wealth Transfer Seminar |
Tom McCullough |
May 10 |
CFA Annual Wealth Conference – Preparing the Next Generation for Wealth |
Tom McCullough |
May 4 |
Burgundy Asset Management – Maximizing Your Philanthropic Impact |
Tom McCullough |
April 6-9 |
Rotman Family Wealth Management Program |
Tom McCullough |
Jan 19 |
AIMSE 24th Annual Canadian Conference – Targeting Ultra High Net Worth Investors and Family Offices |
Tom McCullough |
2016 |
||
Nov 15 |
Portfolio Management Association of Canada, Annual Meeting – Earning Trust with Clients |
Tom McCullough |
June 1 |
From Generation to Generation: Transferring wealth and the spirit of generosity from parents to children |
Tom McCullough |
2015 |
||
Nov 11-12 |
From Generation to Generation: Transferring wealth and the spirit of generosity from parents to children |
Tom McCullough |
Oct 22-25 |
Rotman Family Wealth Management Program (3 day wealth education program for wealthy families) |
Tom McCullough |
June 15-16 |
11th Canadian Private Family Office Invitational |
Tom McCullough |
May 4-6 |
Canadian Family Office Forum |
Tom McCullough |
Feb 19-20 |
Canadian Foundations & Endowments Forum West |
Tom McCullough |
Jan 29 |
Family Office Review Awards Event |
Tom McCullough |
Jan 22 |
MBA New Venture Program |
Tom McCullough |
2014 |
||
Dec 3 |
Private Wealth Management Expert Speaker Series |
Tom McCullough |
Oct 23-26 |
Rotman Family Wealth Management Program (3 day wealth education program for wealthy families) |
Tom McCullough |
June 11-13 |
10th Canadian Private Family Office Invitational |
Tom McCullough |
May 5-7 |
Canadian Family Office Forum |
Tom McCullough |
March 27-28 |
9th Canadian Private Family Office Invitational |
Tom McCullough |
March 4-7 |
Philanthropic Roundtable Luncheon Series |
Tom McCullough |
2013 |
||
Nov 20 |
Private Wealth Management Expert Speaker Series |
Tom McCullough, Speaker |
Nov 13 |
15th Annual Canadian Private Equity Summit |
Tom McCullough |
Sept 17-18 |
Family Office Leadership Summit: UK |
Tom McCullough |
June 16-18 |
8th Canadian Private Family Office Invitational |
Tom McCullough, Conference Chair |
May 8-10 |
Canadian Family Office Forum |
Tom McCullough |
2012 |
||
Nov 8-9 |
6th Annual Family Office Americas |
Tom McCullough |
Oct 15-16 |
Canadian Institutional Investment Summit |
Tom McCullough |
Oct 2 |
Toronto Lawyers Association |
Tom McCullough |
Sept 20 |
National Family Office Forum |
Tom McCullough |
June 14-15 |
7th Canadian Private Family Office Invitational |
Tom McCullough |
May 14-16 |
Canadian Family Office & Advisors’ Forum |
Tom McCullough |
2011 |
||
Oct 17-19 |
Canadian Institutional Investment Summit |
Tom McCullough |
June 16-17 |
6th Canadian Private Family Office Invitational |
Tom McCullough |
April 12 |
Family Firm Institute Ontario Chapter: The Multi-Family Office Best Practices |
‘The Multi-Family Office: Focused on Benefiting Generations of Affluent Families’ |
April 7 |
Introduction Capital Canadian Alternative Investment Forum |
‘How do Family Offices View Alternative Managers and How Should Alternative Fund Managers be Trying to Meet Their Needs?’ |
2010 |
||
Oct 18-20 |
Canadian Institutional Investment Summit |
‘The Coming Revolution in Risk Management’ |
June 9-10 |
Compliance and Risk Management Conference |
‘Setting the Tone from the Top: Making compliance a key strategic priority within your firm’ |
June 8 |
Canada-UK Chamber of Commerce Briefing Seminar |
‘Considering Canada: The Wealthy Global Family’s Safe & Surprisingly Tax-Efficient Alternative’ |
June 1-2 |
4th Canadian Private Family Office Invitational |
Tom McCullough |
May 12 | Family Office Exchange (FOX) Industry Insights Webinar |
‘Rethinking Canada: A safe and surprisingly tax-advantaged alternative for wealthy families’ |
2009 |
||
Sept 23-25 |
Family Firm Institute Global Conference: Risky Business |
‘How to Reduce the Risk and Increase the Performance of your own Practice’ |
Sept 16-18 |
3rd Canadian Private Family Office Conference |
Tom McCullough |
May 6-8 |
2nd Canadian Private Family Office Conference |
‘The Management of Private Wealth: Why an Integrated Approach is Essential’ |
Feb 12 |
University of Toronto Rotman Commerce Challenge |
‘Portfolio Management for Private Clients’ |
2008 |
||
Inaugural Private Family Office Conference |
Tom McCullough |
|
Nov 3 |
The CICA Conference on Succession Planning |
‘Collaboration: The How & Why of an Inter-Disciplinary Team’ |
2007 |
||
Oct 17-19 |
Family Firm Institute Annual Conference, Culture + Adaptation: Family Enterprise in Diverse World |
‘The Multi-Family Office: Multi-Disciplinary by Definition’ |
Oct 2 |
Family Firm Institute Ontario Chapter |
‘The Role of the Family Office’ |
June 27-28 |
Calgary CFA Society Wealth Management Conference 2007: Strategies for a Volatile World |
‘The Growing Role of the Family Office’ |