Ivey Network Toronto Chapter

Wednesday, February 15, 2012, 5:30 to 9 p.m., FCP Gallery, 100 King Street West, Concourse Level, Toronto

Has the market volatility brought you and your portfolio down? Are you reading conflicting and differing investment strategies on navigating the uncertainty and getting confused even further? IAAT is proud to present for the first time an interactive seminar with three accomplished Financial Consultants and Advisors.

Please join us at the FCP Gallery on February 15, 2012 at 5:30 p.m. for an informative and interactive night with our guest speakers. We will be providing delicious hors d’oevures by one of the most renowned caterer’s in the business and there will be a cash bar serving cocktails, wine, spirits and beer.

SPEAKERS:

Terri Szego, Associate Portfolio Manager, BMO Nesbitt Burns

Terri Szego, MBA, CFA is an Investment Advisor and Associate Portfolio Manager with BMO Nesbitt Burns. Terri and her team provide comprehensive, personalized investment planning to clients and are dedicated to helping them achieve their investment goals. Continuous review and monitoring of the portfolio is an important aspect of ensuring her clients are satisfied and are meeting their investment objectives.

Prior to joining BMO Nesbitt Burns, Terri first worked as a Mining Engineer and then as an Investment Banker specializing in the mining sector.

Terri has a CFA designation and holds both an MBA from the Richard Ivey School of Business (at the University of Western Ontario) and an Engineering degree from Queen’s University.

Edmond S. Rees, Financial Consultant, Investors Group

Edmond S. Rees, MBA, CFP is a Financial Consultant with Investors Group providing thoughtful, articulate and timely insight into the management, protection and enhancement of wealth through the development of solution focused plans that encompass and effectively blend tax, investment, insurance, retirement and estate strategies.

Edmond holds an MBA from the Richard Ivey School of Business (University of Western Ontario) and an Honours Degree in Economics from Queen’s University. He is a Certified Financial Planner (CFP).

Edmond is a competitive sailor and tennis player and a proud father of two girls.

Kevin Carscadden, Wealth Advisor, Tucker Willson Group

Kevin brings 15 years of financial industry experience with special focus in Financial Planning, Investments and Insurance Solutions for high net worth clients.

After graduating from the Richard Ivey School of Business at the University of Western Ontario in 1996 he began his career as an Insurance advisor at the flagship Toronto office of London Life Insurance Co.

Kevin joined Scotia McLeod in 1998 and is a senior member of the Tucker Willson group which collectively manages in excess of $1 Billion in assets for individual and corporate clients.

Kevin’s areas of specialty include options trading, insurance solutions and comprehensive wealth accumulation and preservation strategies.

An active member of the community Kevin has served on the Boards of Directors of the Boulevard Club and the Ontario Badminton Association.

REGISTRATION AND FEES:

$17.70*: IAAT Supporter Rate ($20 with HST)

$26.55: Regular Alumni rate ($30 with HST)

$39.82: Non-alumni ($45 with HST)

*In order to receive the IAAT Supporter Rate, you must have a current Supporter status with Toronto and your IAAT Supporter ID number. Information on how to become an IAAT Supporter, or to renew your status, can be found by going to http://iveynetwork.ca/toronto/supporterprogram/.  

LOCATION AND DIRECTIONS:

FCP Gallery, 100 King Street West, Concourse Level, Toronto

TTC Directions: Take the subway to St. Andrew, King or Union Station, and follow the overhead PATH signs to First Canadian Place Shopping Centre. You can also arrive by the King streetcar or the Bay bus.

Parking Information: First Canadian Place’s parking garage is open 24 hours a day, 7 days a week. The entrance to our underground garage is accessible from both Adelaide St. and York St.

Tuesday, February 28, 2012, 6:30 to 9 p.m., ING DIRECT Café Downtown Toronto, 221 Yonge Street, Toronto IAAT is excited to host an event geared specifically towards entrepreneurs and individuals considering starting their own business.

On February 28th, we will host a panel of enlightening and incredibly candid speakers who will share their insights into the life of an entrepreneur, the do’s and don’ts of starting your own company, and offer valuable information on funding your business. The discussion will be facilitated by none other than Stewart Thornhill, Executive Director of the Pierre L. Morrissette Institute for Entrepreneurship!

This will be an informational and exciting event, whether you are already on your way to your next success, have just started dabbling with an idea, or if you just find yourself drawn to the world of entrepreneurship. The evening will also offer invaluable networking opportunity. See you there!

Canapés and one drink ticket included.

FEATURING:

Hana Abaza

Hana is the co-founder & CEO of Wedding Republic, and online cash wedding registry providing an innovative solution for couples and guests. Prior to starting her own venture, Hana spent time co-ordinating marketing and operations for a chain of martial arts studios, growing organization scope and size to $1M plus in revenue. She has worked with a range of companies including small business, digital, hi-tech and corporations, giving her a broad perspective on consumer marketing, business development and execution.

Yes, Guy Gal is my real name. I am one of a few digital video strategists focused on making the internet more like television. In the last 5 years I have built and led two service companies to a million plus in revenue before existing and founding my new venture, Kingmaker, in January of 2012. Kingmaker is a business to consumer video shopping network that is innovating the way that people buy products online. Investors include Mark Burnett, Brian Grazer, Jarl Mohn, Accel Partners, BV Capital, Greycroft Partners, Rustic Canyon, Tomorrow Ventures, Tim Draper, Gordon Crawford, Vivi Nevo, Paige Craig, Diego Berdakin and Tom McInerney.

Kerri Golden

Kerri currently serves as COO at VC-backed start-up SeaWell Networks and as a mentor at MaRS for the entrepreneurial community. During her career, Kerri has helped launch and grow several businesses, has raised over $1 billion in equity and debt financing, and successfully negotiated several M&A transactions. For 8 years, she was a General Partner at Primaxis, an RBC venture capital fund, where she invested in and served on the boards of several high tech start-ups in the wireless, IT and communications sector. Kerri obtained her CA designation while with KPMG and holds an HBA from the Richard Ivey School of Business.

Daniel Klass

Daniel Klass is an experienced private equity investor with a BSC in Mathematics, MBA in Finance / Accounting, and a CPA. Daniel practiced accounting for a few years and then spent 10 years at TD Capital and EdgeStone Capital Partners (two of Canada’s largest merchant banks) before raising his own fund. As a result of his true passion for the lower end of the mid market, Daniel created Klass Capital. He thrives on working closely with his portfolio partners and helping them to build successful, sustainable and scalable businesses.

REGISTRATION AND FEES:

$25*: IAAT Supporter Rate ($28.25 with HST)
$35: Regular Alumni rate ($39.55 with HST)
$45: Non-alumni ($50.85 with HST)

*In order to receive the IAAT Supporter Rate, you must have a current Supporter status with Toronto and your IAAT Supporter ID number. Information on how to become an IAAT Supporter, or to renew your status, can be found by going to http://iveynetwork.ca/toronto/supporterprogram/.  

LOCATION AND DIRECTIONS:

ING DIRECT Café Downtown Toronto, 221 Yonge Street, Toronto

Highway directions: From QEW, exit at Yonge Street. Paid parking is available at Eaton Centre, right across the street.

Please join our official Facebook and LinkedIn Group “Ivey Alumni Association Toronto Chapter” by clicking http://www.facebook.com/group.php?gid=159078275528 and http://www.linkedin.com/groups?home=&gid=1900232&trk=anet_ug_hm. 

For volunteer opportunities, please visit our website. We look forward to hearing from you and seeing you at our events!  If you have any questions or feedback, please do not hesitate to contact us at torontoalumnioffice@ivey.ca.  See you on Facebook and LinkedIn!