how us family & private wealth management offices explore and participate in canadian investment...
TRANSCRIPT
How US Family & Private Wealth Management Offices
Explore and Participate in Canadian Investment Opportunities
Firoz ShroffIdea Sponsor and Founder
International Business Consortium [email protected]
Jeffrey LamVP, Project Development
International Business Consortium [email protected]
Our Scenario
Our Mindset for Family OfficeOur Model
Founder'sEntrepreneurial
Capacity
Family Seed/Hybrid Capital($1M)
Mega Return($100M+ in 5 years)
Conventional
Invest
Family Wealth
Conventional Return
Pay FeesPay Fees & Share Return
($..M)
InductFounder's
EntrepreneurialCapacity
to Originate
Benefits of Our Model
SE Deal Making Process
Intellectual Acquisition
of Asset
Attract JV Partners
Attract Financial Partners
Intellectual Value Creation
1% Financial Seed/Hybrid Capital($1M)
Mega Return($100M+)
Social Partnership- Add social dimensions to assete.g. Government Hospital University UN Childcare
Entrepreneurial Integration- Add businessdimensions to assete.g. Wellness Retail Entertainment Senior homes Residential
99% Intellectual
Social Capital &
Goodwill
Payback + profitat first stage
Family Office Model
Education
IntellectualEmpowerment
of Family
Experience
of Founder
Venture Financing
Unsecured Loan
2. SUCCESSION PLANNING
Network
1. WEALTH PRESERVATION
OBJECTIVES
FUNDING
Social Entrepreneurship
Fund
Wealth Creation
Seed Capital Mega Return
Social Partnership
Endowment
Apprenticeship
3. PHILANTHROPY
Firoz [email protected]
Jeffrey [email protected]
Office #: 416-225-0573
** You can also find this slide on the event CD.The presentation video will be available at request.
SHARINGAnd
Q & A
"Wealth is when small efforts produce big socioeconomic results which we can share. Poverty is when big efforts produce small
socioeconomic results with nothing to share." - Firoz Shroff