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From Victoria Global

The Soho Loft ​ Media Group with Victoria Global support the Family Office & Endowment Investment Forum ​ organized by the Opal Financial Group this April 15-16, 2015 in Toronto, Ontario.

Investors, private wealth service providers, asset managers, family offices, endowment, philanthropy experts, and related professionals from around the globe will converge  in Sheraton Centre Toronto, Ontario, Canada for the “Family Office & Endowment Investment Forum.”

Founder and Chairman of The Soho Loft Media Group, Victoria Global and LDJ Capital David Drake ( says, “This is an opportunity that shouldn’t be missed by anyone who is serious about keeping ahead of the investment game.”

Before the forum starts, the participants will have  a continental breakfast sponsored by BMO Global Asset Management (Canada).  The opening remarks will be given by OPAL’s Chairman and the President of the Strategic Wealth Management Inc. The two-day forum will feature exhibits, presentations and panel discussions on several topics, which include:

Benefits and Behavioral Challenges of Multiple-Asset-Class Diversification
Diamonds – as Independent Asset Class “More than a Girl’s Best Friend”
Emerging Trends in Real Estate
Family Office Investment Officer Outlook
First Hand Philanthropy
Health Care Investing
Impact Investing: Returns that have Benefits
Meet the Managers
Private Equity Direct Investments
The Evolution of ETF Usage within Asset Allocation Strategies
The Importance of Manager Selection and Monitoring
Where are the Opportunities in Liquid Alternatives?

The summit speakers are experts in their respective fields, and include:

CEO, Arlington Street Investments
CEO & Partner, Alambic Investment Management
CFA Regional Vice President, Trez Capital
CIO, The Laughren Group
Executive Director, Healthy Minds Canada
Lecturer of Finance, Harvard University
Partner and Portfolio Manager, Epic Capital Management Inc.
President, Wealthterra Capital Management
Senior Director, Strategic Planning of Mars Innovation
Vice President, Exchange Traded Funds, BMO Global Asset Management

The Executive sponsors for this event include BMO Global Asset Management, Trez Capital and Valhalla Diamond Fund. The general sponsors include: Alambic Investment Management L.P., Arlington Street Investments, Arrow Capital Management Inc., Axial Ventures, Celernus Investment Partners Inc., Cougar Global Investments, DFG Investment Advisers, Epic Capital Management Inc., Fulcra Asset Management Inc., Inflection Alternative Assets, Business Investment Group (BIG),  Infusion Global Partners and Victoria Partners. Many media companies have partnered with OPAL for this event, including: Around Wall Street, Barclay Hedge, Bloomberg Brief,, Global Banking&Finance Review, and The Soho Loft Media Group.

This forum also has the support of the Global Academy of Finance and Management (GAFM),  the world’s fastest growing professional society. It will  grant participants 7.5 credits for each day of attendance.

To register for this forum, visit:

For more details, visit:…

Watch for more conferences happening across the country and around the world, the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual membership programs at

Visit for more information on upcoming  and past events.


THE SOHO LOFT Media Group (

The Soho Loft Media Group is a global financial media company with 3 divisions:

THE SOHO LOFT CONFERENCES organizes up to 200+ investor-focused global summits, talks and events annually.

TIMES IMPACT PUBLICATIONS produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.

VICTORIA GLOBAL Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

The Soho Loft Media Group is your global partner for your investment and business strategies.

For inquiries, contact or call 212.845.9652

David Drake

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