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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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