4th Annual Private Wealth West Forum 2024 - Canada | Markets Group | 30 April 2024 | Paradox Hotel, 1161 W Georgia St Vancouver, BC Canada V6E 0C6

This Forum is the leading conference for wealth management firms, family offices, and private banks throughout the region.

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Canada West based leaders in the sector.

Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

Key Discussion Topics:
• Opening Bell: Financial and Macro-Economic Outlook for the Next 6 Months
• From Real Estate to Real Assets: Seeking the Best Opportunities
• Alternatives – Time to Shine
• The Equity Equation: Evaluating Impact on Portfolios
• Fixed Income: Trends Shaping Today’s Landscape
• New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
• The Future of Wealth Management

2023 Past Speakers

Jeet Dhillon
Senior Portfolio Manager, Vice President, TD Private Investment Counsel Inc.

John Nicola
Founder and Chief Executive Officer, Nicola Wealth

AJ Sull
President, Chief Investment Officer, Pacifica Partners Inc.

Russ Lazaruk
Investment Advisor & Portfolio Manager, Echelon Wealth Partners-Lazaruk Wealth

Steve Adang
President & Chief Investment Officer, Anchor Pacific Investment Management Corp.

Nesrine Jabbour
Founder & Principal, Pretium Wealth

Michael LeBlanc
Managing Director, LLC Private Wealth

John MacIsaac
Vice President, Multi-Asset Portfolio Advisory and Research, RBC Wealth Management done

Elvis Picardo
President, CFA Society Vancouver

Alexander Jecht
Chief Executive Officer & Founder, TAVINA Management Corp.

Joseph Abramson
Co-Chief Investment Officer, Northland Wealth Management

Peter Katevatis
Director, Senior Investment Advisor, Canaccord Genuity

Nargis Surderji
Director, Private Wealth, Richardson Wealth

Cameron Langois
President & Chief Executive Officer, Origin Wealth Management

Sean Dixon
Founder & Chief Executive Officer, Senior Portfolio Manager, Oneforest Investment Management (OIM)

Chris Haines
Regional Vice President, Western Canada, Assante Wealth Management

Catherine Dorazio
Managing Director, Connor, Clark & Lunn Private Capital Ltd

Danny Popescu
President & Chief Executive Officer, Harbourfront Wealth Management

Sponsors 2024

GOLD SPONSORS:
• Eastwest Investment Management
• CraneShares
• Merchant Opportunity Fund
• Wealhouse Capital Management

SPONSORS:
• Antrim Investments
• Bayfield Realty Advisors Inc.
• Cameron Stephens
• CI Global Asset Management
• Cortland Credit
• Equiton
• Grubb Properties
• InvestHK
• Invico
• Orchard Global
• Pear Tree
• RBC Investor Services
• TREZ Capital
• Turtle Creek Asset Management
• TD