Conversation with Family Offices

Investment Management

 

SOLD OUT - Please note that we are not accepting new registrations for the waiting list.

Several representatives of Single-Family Offices have agreed to shed the light on what distinguishes them from each other and the particularities that make them so unique and define their singular identities. They will address how family culture and beliefs influence investment philosophies, how the decision-making process takes form and how they approach the asset allocation of their investment portfolios.

The discussion will be held in French, Q&A in English and French.

Panelists

Frédéric Martel
President and Chief Executive Officer
Claridge inc.
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Marc Rouleau, CFA
President and CEO
Joddes Limited
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Natacha Zenie, CFA
CEO & CIO
Eclipx Family Office
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Moderator

René Fournier, CFA
President and Chief Investment Officer
Walter Financial
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Agenda

REGISTRATION and COCKTAIL | 5:15 PM

DINNER and PANEL | 6:00 PM

END | 9:00 PM

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