Speaking Engagements | Northwood Family Office

	Event & Location	Topic & Speaker
2019
June 26	*CFA Society Vancouver Wealth of Wisdom* book talk** Four Seasons Hotel Vancouver, BC	Tom McCullough Keynote Speaker
June 20	*CFA Society New York Family Wealth of Wisdom* book talk** CFA Society Auditorium New York, NY	Tom McCullough Keynote Speaker/Panelist
June 18	*Sun Life Practice Development Summit – Wealth of Wisdom* book talk** St. Regis Bal Harbour Resort Bal Harbour, FL	Tom McCullough Keynote Speaker
May 29	Wealth Professional Innovation and Strategy Summit: Preserving Wealth for the Next Generation Delta Toronto Downtown Toronto, ON	Tom McCullough Speaker
May 22	*Ivey Business Families Centre – Wealth of Wisdom* book talk** National Club Toronto, ON	Tom McCullough Keynote Speaker
May 7	*Canadian Family Office Forum – Wealth of Wisdom* book talk** Langdon Hall Country House Cambridge, ON	Tom McCullough Speaker
May 2-5	Rotman Family Wealth Management Program (3-day course for families of wealth) Rotman School of Management Toronto, ON	Tom McCullough Faculty/Adjunct Professor
April 24	Advocis Peel Halton – Understanding Family Offices Credit Valley Golf and Country Club Mississauga, ON	Tom McCullough Speaker
April 2	CFA Global Private Wealth Conference – What Wealthy Families Want: Culture, Legacy, and Impact in the Family Office Experience Westin Ft. Lauderdale Fort Lauderdale, FL	Tom McCullough
Mar 28	*Sandaire Investment Office client reception – Wealth of Wisdom* book talk (European book launch)** British Academy London, UK	Tom McCullough Keynote Speaker
Mar 15	CFA Society Singapore – Family Wealth Management Workshop Carlton Hotel Singapore	Tom McCullough Faculty/Presenter
Mar 14	*Singapore Management University (SMU) Business Families Institute – Wealth of Wisdom* book presentation (Asian book launch)** Mandarin Oriental Singapore Singapore	Tom McCullough Keynote Speaker/Panelist
Mar 12	*CFA Society Singapore – Wealth of Wisdom* book presentation** Capital Tower Singapore	Tom McCullough Keynote Speaker
Mar 6	*Rotman School of Management Speaker Series – Wealth of Wisdom* book presentation (North American book launch)** Rotman School of Management Toronto, ON	Tom McCullough Keynote Speaker
Jan 31	Ivey Family Business Class Ivey Business School London, ON	Tom McCullough Guest Speaker
Jan 17	YPO Gold Toronto – The Challenge of Developing Responsible and Grounded Children in Families of Wealth Northwood Family Office Toronto, ON	Tom McCullough Keynote Speaker
2018
Dec 6	Advocis Toronto – Understanding Family Offices Richmond Hill Country Club Richmond Hill, ON	Tom McCullough Keynote Speaker
Nov 21	Society of Trust and Estate Planners (STEP) Ottawa – Family Office Panel Rideau Club Ottawa, ON	Tom McCullough Panelist
Oct 9	Rotman School of Management – Howard Marks: Mastering the Market Cycle Rotman School of Management Toronto, ON	Tom McCullough Interviewer
Aug 27-29	Ernst & Young NextGen Academy Rotman School of Management Toronto, ON	Tom McCullough Faculty
July 18	SickKids Foundation Offsite SickKids Toronto, ON	Tom McCullough Speaker
May 15	Society of Trust and Estate Planners (STEP) Toronto – Family Office Panel Osgoode Hall Toronto, ON	Tom McCullough Panelist
April 12-16	Rotman Family Wealth Management Program (3-day course for families of wealth) Rotman School of Management Toronto, ON	Tom McCullough Faculty/Adjunct Professor
2017
Dec 6	Rotman Asset Management Association Presentation Rotman School of Management Toronto, ON	Tom McCullough Speaker
Dec 5	Estate Planning Council of Toronto – Understanding Family Offices The Albany Club Toronto, ON	Tom McCullough Keynote Speaker
Nov 1	Toronto Foundation Staff Training Toronto Foundation Toronto, ON	Tom McCullough Speaker
Sept 10	Ismaili Business Professionals Wealth Transfer Seminar The Ismaili Centre Toronto, ON	Tom McCullough Speaker/Panelist
May 10	CFA Annual Wealth Conference – Preparing the Next Generation for Wealth Arcadian Loft Toronto, ON	Tom McCullough Panel Member
May 4	Burgundy Asset Management – Maximizing Your Philanthropic Impact Toronto Reference Library Toronto, ON	Tom McCullough Panel Member
April 6-9	Rotman Family Wealth Management Program Rotman School of Management Toronto, ON	Tom McCullough Adjunct Professor and Executive in Residence
Jan 19	AIMSE 24th Annual Canadian Conference – Targeting Ultra High Net Worth Investors and Family Offices Intercontinental Toronto Toronto, ON	Tom McCullough Panel Member
2016
Nov 15	Portfolio Management Association of Canada, Annual Meeting – Earning Trust with Clients Toronto Hilton Toronto, ON	Tom McCullough Panel Member
June 1	From Generation to Generation: Transferring wealth and the spirit of generosity from parents to children Vancouver Club Vancouver, BC	Tom McCullough Keynote Speaker
2015
Nov 11-12	From Generation to Generation: Transferring wealth and the spirit of generosity from parents to children SoHo Metropolitan Hotel Toronto, ON	Tom McCullough Guest Speaker
Oct 22-25	Rotman Family Wealth Management Program (3 day wealth education program for wealthy families) Rotman School of Management Toronto, ON	Tom McCullough Faculty
June 15-16	11th Canadian Private Family Office Invitational Banff Springs Hotel Banff, AB	Tom McCullough Conference Chair
May 4-6	Canadian Family Office Forum Langdon Hall Cambridge, ON	Tom McCullough Steering Committee Member, Discussion Group Leader
Feb 19-20	Canadian Foundations & Endowments Forum West Four Seasons Hotel Vancouver, BC	Tom McCullough Conference Chair, Speaker
Jan 29	Family Office Review Awards Event The Houstonian Houston, TX	Tom McCullough Master of Ceremonies
Jan 22	MBA New Venture Program Ivey Business School London, ON	Tom McCullough Entrepreneur-in-residence, Member of Jury Panel
2014
Dec 3	Private Wealth Management Expert Speaker Series Calgary Petroleum Club Calgary, AB	Tom McCullough Keynote Speaker
Oct 23-26	Rotman Family Wealth Management Program (3 day wealth education program for wealthy families) Rotman School of Management Toronto, ON	Tom McCullough Faculty
June 11-13	10th Canadian Private Family Office Invitational The Fairmont Banff Springs Hotel Banff, AB	Tom McCullough Conference Chair
May 5-7	Canadian Family Office Forum Langdon Hall Cambridge, ON	Tom McCullough Conference Co-Chair
March 27-28	9th Canadian Private Family Office Invitational Queen’s Landing Niagara-on-the-Lake, ON	Tom McCullough Conference Co-Chair
March 4-7	Philanthropic Roundtable Luncheon Series National Club, The Westin, Vancouver Club Toronto, ON, Edmonton, AB, Vancouver, BC	Tom McCullough Speaker
2013
Nov 20	Private Wealth Management Expert Speaker Series Rotman School of Management Toronto, ON	Tom McCullough, Speaker Mark Haynes Daniell, Speaker
Nov 13	15th Annual Canadian Private Equity Summit Westin Harbour Castle Toronto, ON	Tom McCullough Panel Member
Sept 17-18	Family Office Leadership Summit: UK Marriott Grosvenor Square London, UK	Tom McCullough Speaker
June 16-18	8th Canadian Private Family Office Invitational The Fairmont Banff Springs Hotel Banff, AB	Tom McCullough, Conference Chair Scott Hayman, Speaker
May 8-10	Canadian Family Office Forum Langdon Hall Cambridge, ON	Tom McCullough Conference Co-Chair
2012
Nov 8-9	6th Annual Family Office Americas Miami, FL	Tom McCullough Speaker
Oct 15-16	Canadian Institutional Investment Summit Hilton Lac-Leamy Gatineau-Ottawa, PQ	Tom McCullough Conference Chair
Oct 2	Toronto Lawyers Association Rosewater Room Toronto, ON	Tom McCullough Speaker
Sept 20	National Family Office Forum Back Bay Events Center Boston, MA	Tom McCullough Speaker
June 14-15	7th 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	6th 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	4th 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	3rd Canadian Private Family Office Conference Niagara-on-the-Lake, ON	Tom McCullough Conference Chairman
May 6-8	2nd Canadian Private Family Office Conference Banff Springs Hotel Banff, AB	‘The Management of Private Wealth: Why an Integrated Approach is Essential’ Tom McCullough Conference Chairman
Feb 12	University of Toronto Rotman Commerce Challenge Faculty Club Toronto, ON	‘Portfolio Management for Private Clients’ Tom McCullough Keynote speaker
2008
	Inaugural 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

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