September 15, 2020 Full Day Event
There will be eight topics covered during this event and in addition to hearing great speakers and topics, you will earn 8.5 PD hours. Registration for the full day includes dinner and attendance at the evening event. Please click the above link to see the complete schedule for the day.
15 Sep 2020, 8:30 AM
8.5 CPD hours
1. TBA (9:00 a.m. to 10:00 a.m.)
Speaker: Jordan Matters, CPA, CA, CIM & Doug Leyland of CPA, CA, MBA of Leyland Insurance Solutions
2. TBA (10:05 a.m. to 11:05 a.m.)
Speaker: Jamie Golombek, CPA, CFP, CLU, Managing Director, Tax & Estate Planning with CIBC
3. Artificial Intelligence & Machine Learning in Investment Management (11:10 a.m. to 12:10 p.m.)
Speaker: Greg Gipson, Chief Investment Officer of Grayhawk Investment Strategies Inc.
4. TBA (12:15 p.m. to 1:15 p.m.)
Speaker: Adam Gotfried, LL.B. of McMillan LLP
5. TBA (1:15 p.m. to 2:15 p.m.)
Speaker: Angela Salvatore, JD, LLM (Taxation) of Rogerson Law LLP
6. TBA (2:20 p.m. to 3:20 p.m.)
Speaker: Aviva Abraham, CPA of Creative Planning Financial Group
7. The Emotional Side of Family Business Transfer (3:25 p.m. to 4:25 p.m.)
Speaker: Maria Milanetti, CHRL, ACPC, CFBA of MarchFifteen Consulting
8. TBA (4:30 p.m. to 5:30 p.m.)
The cost of the seminar and lunch is $225 (+tax), which you can pay by any credit card. You will earn 8.5 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar. If you prefer a refund, please ensure that you give us at least 48 hours notice.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
Greg Gipson is the Chief Investment Officer of Grayhawk. Collaborating with both the Investment Committee and senior management, Greg is integral to shaping our investment philosophy and portfolio strategy to meet the financial goals of our partner families. Greg believes in a disciplined and consistent approach to managing investments that balances long-term risk and return.
Greg has been working in the investment management industry for over two decades. Prior to joining Grayhawk, Greg spent over 8 years within the asset management arm of a major Canadian bank playing a significant role in building their global equity investment capabilities. Greg was a vital component to their systematic approach to implementing their fund of funds and ETF’s, the latter business of which grew to assets in excess of $10 billion. More recently, Greg oversaw the portfolio management and quantitative research for the Canadian bank’s multi-asset funds.
Greg began his career as a portfolio manager and investment strategist in the US and Japanese equity markets for a large US-based institutional investor. After co-managing their US active quantitative investment funds, he went on to work on the development and launch of an internal hedge fund. Greg then moved overseas to spend nearly 10 years managing investment teams and trading desks in Tokyo, Japan. He was a founding partner in a multi-strategy hedge fund, built a quantitative strategy team for a large US bank, and managed the risk trading desk for another large US bank.
Greg holds an undergraduate degree in Economics, a dual Master of Science in Engineering Economic Systems and Operations Research from Stanford University, and is a member of American Mensa Ltd.
Greg is a Pennsylvania native and has spent eighteen years living abroad between both Japan and Canada. He and his Brazilian wife enjoy spending time with their younger daughter crafting and watching movies, and with their older son, who was born in Japan, they connect over all-you-can-eat sushi. When not at work or with the family, Greg is an avid martial artist and regularly trains in Brazilian Jiu-Jitsu having spent much of his adult life learning different arts.
Jordan entered the securities industry after working at a mid-sized public accounting firm where he focused on accounting and taxation of owner managed companies. He obtained his designation as a Chartered Accountant after earning an Honours Bachelor of Accounting degree from Brock University.
Outside of the office, Jordan enjoys playing hockey, golfing, and attending live music and sporting events.
Maria Milanetti is a Partner of MarchFifteen Consulting, and has over 20 years of expertise in transition, strategic planning, and change management. She works with business families on their transitions to the next generation.
Maria holds a master’s degree in business administration from the Rotman School of Management, University of Toronto, and is a certified human resources professional (CHRP) through the Human Resources Professional Association.
Maria also holds certificates in Family Business Advising from the Family Firm Institute in the U.S., and, in organizational development from The Canadian Organizational Development Institute.
Maria is an Adler trained and certified coach, and grew up in a Family Business family.
Angela’s practice focuses on all aspects of tax dispute resolution, commencing at the audit stage with the Canada Revenue Agency, right to the appeals’ stage at the Tax Court of Canada (and beyond, to the Federal Court of Appeal).
Her attraction to taxation law commenced in law school, as a Research Assistant for a taxation law professor. She excelled in the Master of Law (Taxation) full-time program at Osgoode Hall Law School, York University. Angela continued to take taxation law courses post-LLM in a desire to complete all taxation law courses offered, which she has now accomplished. Combining her academic writing during the advanced degree and afterward, she has written 16 academic final papers in varied areas of taxation law. Since September 2015, she has attended over 100 continuing professional development programs in the area of taxation law.
Angela has worked at two law firms, which practice exclusively in taxation law, in Kitchener and Toronto; the former firm dealing with income tax, commodity tax, Canada Pension Plan, and Employment Insurance matters and the latter firm dealing with commodity tax and customs’ matters.
Prior to her career in taxation law, Angela spent nearly 7 years in civil litigation, and domestic family law and child protection. During this time, she worked at two law firms in the Niagara Region, operated her own practice in domestic family law and child protection, and worked as in-house legal counsel at the Children’s Aid Society of the Niagara Region. She brings to Rogerson Law Group extensive litigation experience.
Among other memberships, she is currently the Vice-Chair of the Taxation Law Section of the (Canadian) Ontario Bar Association and the first woman to hold this position. This will be her fourth year on the Executive Committee. As well, she is a member of the Canadian Tax Foundation Young Practitioners Steering Committee. Angela is also currently enrolled in the CPA Canada In-Depth Tax Program.