Events

Where the brightest minds in the finance world gather for a good cause. Our events convene the family office and private investor community, allowing like-minded individuals and families to network with peers.

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Upcoming Events

Lunches with Legends: Richard Lawrence
Lunches with Legends
to
June 1, 2022 12:30 PM
Speakers
Richard Lawrence

Richard Lawrence

Founder & Executive Chairman, Overlook Investments Group

Lunches with Legends: Aswath Damodaran
Lunches with Legends
to
June 8, 2022 12:30 PM
Speakers
Aswath Damodaran

Aswath Damodaran

Professor of Finance, Stern School of Business at New York University

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Lunches with Legends

Every few weeks we are honored to host a living legend of the financial world. Each investor or leader joins us for a candid fireside chat, and 100% of donations goes towards supporting pediatric mental health.

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Prime Quadrant Conference

We are proud to host an annual conference, bringing together over 400 investors and featuring globally recognized thought leaders - all in support of medical research and pediatric mental health.

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Intimate Roundtables

Our workshops, which include events such as our Investor IQ Series, are intimate gatherings for our clients and their families, delving into topics, issues and themes of concern.

group of people in formal clothes at a conference

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Featured Speakers

Jenny Johnson

President, CEO, Franklin Templeton

Howard Marks

Co-Chairman, Oaktree Capital Management

Stacey Cunningham

President, NYSE Group

Michael Milken

Chairman, Milken Institute

Mohamed El-Erian

President, Queens' College, Cambridge
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Great Place to Work Certified Oct 2021 - Sept 2022 Canada
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