Financing, Buyouts and Shareholder Issues 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.

1 Dec 2020, 8:30 AM

8.5 CPD hours


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Course Description

Please note that this is a full day event and will be held at the Donalda Club. The structure of the event is as follows:

  • Registration – 8:30 a.m. to 9:00 a.m.

1. Commercial Financing and Advisory Services (9:00 a.m. to 10:00 a.m.)

We will highlight some of the major considerations clients face when it comes to commercial financing for real estate, equipment, and working capital needs of the business. There are a few major differences between BDC’s approach and that of traditional financial institutions, which will be highlighted during the presentation to get a thorough understanding of the options available in the market. Additionally, we will talk a bit about options available to clients looking for one-on-one guidance and support to grow a specific area of their business, as well as trends in the market today.  

    Speaker: Alicia Neposlan, MBA of BDC

2. Artificial Intelligence & Machine Learning in Investment Management (10:05 a.m. to 11:05 a.m.)

    Speaker: Greg Gipson, Chief Investment Officer of Grayhawk Investments

3. TBA (11:10 a.m. to 12:10 p.m.) 

    Speaker: Marcus Cote, CPA, CMA, CFA of RBC

4. TBA (12:15 p.m. to 1:15 p.m.)

    Speaker: Nadia Rusak of Cragmore

5. Strategic Government Funding Approaches to Grow SMEs (1:15 p.m. to 2:15 p.m.)

    Speaker: Bernadeen McLeod, President and Founder of Mentor Works Ltd.

6. Government Funding for Canadian Business (2:20 p.m. to 3:20 p.m.)

During this session, Hunter will walk through various government funding programs that assist companies in carrying out  R&D, hiring/training, and international expansion projects. 

    Speaker: Hunter Cookson of RDP Associates Inc.

7. Tax Issues -  M&A and Shareholders’ Agreement (3:25 p.m. to 4:25 p.m.)

    Speaker: Talwinder Singh, CPA, CMA, MTax of RSM Canada 

8. Legal Issues relating to Shareholders' Agreements (4:30 p.m. to 5:30 p.m.)

    Speaker: Ian Palm, LL.B. of Gowling WLG (Canada) LLP

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. 

Course Walkthrough

  • Certificate: Financing, Buyouts and Shareholder Issues Full Day Event
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About the Instructor(s)

Picture of Hunter Cookson
Hunter Cookson
Picture of Marcus Cote
Marcus Cote
Picture of Greg Gipson
Greg Gipson

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.

Picture of Bernadeen McLeod
Bernadeen McLeod
Picture of Alicia Neposlan
Alicia Neposlan

Originally from Windsor, Ontario, Alicia received her Honours Bachelor of Commerce (Co-op) degree followed by her Master of Business Administration (MBA) at the University of Windsor in 2018. Throughout her schooling, Alicia held part-time jobs at the University of Windsor and Family Chiropractic Wellness Centre, as well as co-op placements with BlackBerry. Alicia worked as an intern at BDC during the last semester of the MBA, then became a Commercial Account Manager in the Mississauga City Centre location. She has worked at BDC for the past year, gaining valuable experience from her peers, colleagues, and community leaders.

Picture of Ian Palm
Ian Palm

Ian Palm is a partner in the Toronto office of Gowling WLG. His practice focuses on corporate finance, M&A and private equity.

Ian has extensive experience working with Canadian and international clients in a variety of industries, with particular expertise in the energy, technology and infrastructure sectors. He represents private and public companies, major corporate clients, pension funds, and private equity and venture capital investors.

Acting for issuers, investors and underwriters, Ian has advised clients in a range of corporate finance and M&A transactions, including private placements, public offerings, private equity and venture capital transactions, joint ventures and public and private M&A.

Lexpert magazine previously named Ian one of the "Top 40 Lawyers Under 40" in Canada. He has since been recognized as a leading practitioner in his field by the Canadian Legal Lexpert Directory, theLexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada and the Legal Media Group's Guide to the World's Leading Private Equity Lawyers.

Ian frequently lectures at law schools, conferences and elsewhere on private equity, M&A and securities law.

Picture of Nadia Rusak
Nadia Rusak
Picture of Talwinder Singh
Talwinder Singh
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