Forthlane Fridays

Innovation and Impact

SESSION 40: THE FUTURE OF GIVING: INNOVATION IN FUNDRAISING

We were joined by Anne Connelly (Faculty, Questrom School of Business), Stacey Kline (CEO, Otto Intelligence), Colin Hennigar (VP, Major Gifts, SickKids Foundation), and Maria O’Reilly (General Manager, Upside Foundation) for a conversation on innovation in fundraising (read full bios). This discussion revolved around the current philanthropy landscape and changes due to COVID-19, venture philanthropy, equity pledging, alternative currencies, and innovation. Password for Link: R^=1fr*$

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SESSION 39: CANADIAN CONTRIBUTIONS TO A CASHLESS SOCIETY

We were joined by Alfred Menezes (Author and Professor at University of Waterloo), Sherry Shannon-Vanstone (President & CEO of Profound Impact), and John Loeprich (EVP, CFO & Director at 3iQ Corp) for a discussion on the Canadian contributions to a cashless society (read full bios). The panelists covered de-centralization, cryptography, real world applications, and cryptocurrency as the reserve currency of the world.

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SESSION 38: INVESTING IN OUR FUTURE: AGRICULTURE, ENERGY AND WATER IN THE FACE OF CLIMATE CHANGE

We were joined by Tyson Birchall (Managing Director at Longbow Capital), Nicole Atchison (CEO of Puris Holdings), and Nat Bullard (Chief Content Officer at BloombergNEF) for a discussion on the agriculture, energy, and water landscape (read full bios). The panelists covered investible topics, consumer preferences, and innovations that excite them the most.

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SESSION 34: MAXIMIZING SOCIAL IMPACT THROUGH INVESTING AND/OR PHILANTHROPY

We were joined by Natalie Cargill (Founder & CEO of Longview Philanthropy), Justin Rockefeller (Co-Founder of ImPact and Global Director of Addepar), Ben Gallacher (Co-Founder & Principal of Blue Deer Capital), and Mehul Bhagat (Founder of World Within Partners) for a discussion on maximizing social impact (read full bios). This conversation revolved around what the market solves and what it does not, next generation involvement, sourcing impact investments and philanthropic engagements, and the democratization of philanthropy.

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SESSION 27: FEMALE WEALTH INHERITORS: COMPLEXITIES, RESPONSIBILITIES, AND EXPECTATIONS

We were joined by Michelle Osry, Partner & Practice Leader, Family Enterprise Consulting, Deloitte Consulting; Ella Chase Hyland, Co-Founder of Wellth Works; Michele Mikeska, Researcher, Doctoral Candidate, Wealth Psychology Consultant; Dr. Dennis Jeffe, Family Advisor, Author, and Member, Wise Counsel Research; and Lisa Wolverton, President of Wolverton Foundation (read full guest bios here). Our guests discussed challenges and opportunities female wealth inheritors face, economically diverse relationships, and community.

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SESSION 26: PERSONAL AND CYBER SECURITY

We were joined by Steve Davies, VP, Risk Mitigation Services, and Ernie Naran, Technical Operations Director of Focus One Group (read full guest bios here. Our panelists discussed the importance of personal security and gave practical tips on how to protect yourself and loved ones from cyber threats.

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SESSION 24: THE CIRCULAR ECONOMY – RETHINKING THE GLOBAL SUPPLY CHAIN

We were joined by Michael Smith, General Partner of Regeneration.VC, and Dave Sorbara, Founder of Signal Creative Community (read full guest bios here). Our guests provided examples of the circular economy, spoke about COVID-19’s impact, and discussed trends to be aware of. This session covered why the circular economy is important and its impact on individuals lives.

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SESSION 22: COMMERCIALIZING BREAKTHROUGH SCIENTIFIC STARTUPS

We were joined by The Right Honourable Stephen Harper, Chairman & CEO of Harper & Associates Consulting, Dakin Sloss and Suzanne Fletcher from Prime Movers Lab, and Sherry Shannon-Vanstone from Profound Impact (read full guest bios here). Our discussion focused on understanding the logistics of commercialization, the trends to be aware of, and how to evaluate opportunities and challenges.

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Forthlane Fridays

Investment and Finance

SESSION 37: THE NEW SPACE ECONOMY – OPPORTUNITIES FOR INVESTMENT

We were joined by Andrea Yip, the Founder & CEO of Luna Design and Innovation, Jim Cantrell, Co-Founder & CEO of Phantom Space, and Anton Brevde, Partner at Prime Movers Lab (read full bios). This discussion covered the space landscape, considerations for investing, innovations and trends, and environmental implications of space.

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SESSION 36: THE EVOLUTION OF CRYPTOCURRENCY AND ITS OPPORTUNITIES

We were joined by Brian Mosoff, the CEO of Ether Capital (read full bios). This discussion covered the cryptocurrency landscape, the value behind Bitcoin and other cryptocurrencies, the regulation space, and cryptocurrency from an allocation perspective.

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SESSION 30: INNOVATION IN GROWTH INVESTING

We were joined by Ray Sharma, the Founder and CEO of Extreme Venture Partners (read full bios). This discussion covered trends in innovation investing, an analysis of recent IPOs, and the Canadian landscape.

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SESSION 29: MONETIZING YOUR COLLECTION: THE EVOLUTION OF INVESTING IN ART

We were joined by Adam Chinn, former COO, Sotheby’s, and Nigel Glenday, CFO, Masterworks (read full bios). This session discussed categorizations in the art market, access to data, monetizing personal collections, and why investors should pay attention to it.

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SESSION 28: PENSION PLAN INNOVATORS

We were joined by Robert Bertram, former EVP, Ontario Teachers’ Pension Plan, and Leo de Bever, former CEO, Alberta Investment Management Corporation (read full bios). This session covered the governance of the Canadian pension plan, investment strategies, and innovations in the space.

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SESSION 20: ALTERNATIVE CURRENCIES

Our guests, Maggie Xu, the co-founder of Axis DeFi, and Hussein Allidina, the former head of commodities, capital markets, at Ontario Teachers Pension Plan (read full guest bios here). This session covered many topics, with a focus on commodities and digital currencies in today’s environment. Our guests explained what cryptocurrency and bitcoin is, how it is similar to gold, and what people should think about when investing into these alternative currencies.

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SESSION 18: GLOBAL REAL ESTATE INVESTING: TRENDS, RISKS & OPPORTUNITIES

We were joined by Phil Runions and Wenzel Hoberg from Barnhart Asset Management, and Brice Sheschuk from Globalive Capital (read full bios) to dive into the global real estate landscape, covering trends, opportunities and digital infrastructure.

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SESSION 13: VALUES-BASED REAL ESTATE INVESTING

This week we were joined by Carlton Brown and Gizman Abbas, both Co-Founding Principals at Direct Invest Development, working with the mission of creating restorative human settlements through values-based real estate investing. We were also joined by Wes Hall, the Founder of Kingsdale Advisors and the BlackNorth Initiative (read full bios). The BlackNorth Initiative is committed to the removal of anti-Black systemic barriers that negatively impact Black Canadians. The Initiative is focused on increasing representation of Black Canadians in boardrooms, and asking corporate leaders to commit to policies and targets to end systemic racism.

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SESSION 10: GLOBAL THEMES IN TECH INVESTING

This session featured three guests: Mark Shattan is the Co-Founder and CIO of GrowthLine Capital, Ben James is a US Equity Strategy Specialist at Baillie Gifford, and Miguel Luiña is the Head of Global Venture and Growth Equity at Hamilton Lane (read full bios). This week was focused on global themes in tech investing. We covered both public and private market investing, from venture capital start-ups to the largest companies in the world.

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SESSION 5: PRIVATE ASSET CLASSES IN THE AGE OF COVID-19

We were joined by two of the most articulate voices in the private asset world: Nicole Musicco, Partner at RedBird Capital Partners & Thomas Carrier, Senior Managing Director (Private Wealth Solutions) at Blackstone (read full bios). Our guests covered the following topics: How have private equity, private credit and real estate performed through the crisis? How are large institutional investors and family offices looking at opportunities? What role can private assets play in a goals-based approach to asset allocation? What trends in private market investing will be accelerated coming out of the pandemic?

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