ACG LA / ACG Toronto | Adapt, Evolve, Accelerate: Navigating the Family Office Investment Sector in Canada & California

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Event Details

When:

July 21, 2021 8:30 AM - 10:45 AM PDT

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Speakers

Tom McCullough

Chairman & CEO
Northwood Family Office

Christian MacCarron

Managing Director
Taubman Capital

Kevin Wall

Chief Operating Officer
Smallrock Inc

Jamie Becker

Partner
TORYS LLP

Greg Kushner

CEO & Chairman
Lido Consulting

KEY LEARNING & THEMES

Trends

  • Private capital competing with private equity groups (Direct PE investment) vs partnering with private equity groups through passive investments (PE Fund investments)

 

Challenges & Opportunities

  • Deal sourcing/difficulty finding attractive deals 
  • Deal flow 
  • Tax Consideration 
  • Minimum investment size

 

Potential Investment Strategies

  • Buyout vs Growth Capital
  • Equity Investment vs Debt Investment
  • Industry Specialist vs Generalist
  • Avoid traditional investor channels to avoid intermediary costs
  • Longer-term holding perspective

Thank you to our sponsors!

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