Financing, Buyouts and Shareholder Issues Full Day Live Webinar
This live webinar will be held on December 1, 2020 at 9:00 a.m. EST to 5:30 p.m. The cost of this webinar $175 (+ tax) and you will earn 8.5 PD hours for registering.
Please click the above link for more information on the topic descriptions and how to register.
1 Dec 2020, 9:00 AM
8.5 CPD hours
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 Canada8. 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
Within 24 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
Please note: For best audio quality, we recommend using external speakers or headphones.
About the Instructor(s)
Hunter Cookson, R&D Tax Credit and Grant Specialist, has specialized in assisting companies fund innovation including government grants, R&D and innovation tax credits in Canada, UK, Europe and the USA.
As R&D Tax Credit and Grant Specialist of RDP Associates, Hunter has worked with small to large companies, in all types of industries. He has lectured on R&D tax credits, government grants and innovation management.
Hunter has had a hand in working with R&D Tax Credits and government grants since 2009. In 1987, RDP Associates was established in Canada, and has since grown internationally.
RDP Associates Ltd. ("RDP") main goal is connect innovation to the bottom line. This includes all types of innovation to grow a company’s business through hiring, training, R&D/product development and accessing foreign markets.
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.
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.
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.
Ms. Nadia Rusak is the managing partner of Cragmore, an independent Canadian based law firm providing tax planning and tax dispute resolution services to individuals, businesses and private equity funds operating in Canada and internationally.
Having spent over 10 years advising and defending some of the most sophisticated public companies and institutional investors operating in Canada and internationally, Ms. Rusak now devotes her practice entirely to private clients, including owner-managed businesses, high-net worth individuals, families and estates. Ms. Rusak has extensive experience in structuring M&A transactions and business reorganizations; representing taxpayers before Canadian and foreign tax authorities; managing sensitive voluntary disclosures; developing estate and succession plans; planning for individual and business migration; and assessing the risks and opportunities of complex tax strategies, financial products, and offshore structures.
Ms. Rusak is a frequent speaker on various topics of Canadian and international tax law at the Canadian Tax Foundation (CTF), International Tax Association (IFA), Association de la planification financière et fiscale (APFF) and Accounting Global Network (AGN). She serves as a sessional lecturer of Taxation and Corporate Taxation at the Faculty of Law, McGill University. She has written numerous books and articles which appear in Canadian and international tax publications.
Ms. Rusak has been recognized as an expert tax lawyer by the Government of Quebec, Lexpert, Chambers Global, Acquisitions International and CREW (Commercial Real Estate for Women).
Ms. Rusak received her B.C.L./LL.B. from McGill University and her Master’s in Tax Law from Osgoode Hall Law School.
Talwinder is a Senior Tax Manager within RSM Canada's M&A Tax Practise. Talwinder is responsible for providing tax advisory services to domestic and multinational enterprises to maximize tax efficiency and minimize potential tax risks on transactions that involve an acquisition, divestiture, financing, reorganization or restructuring. He provides integrated Canadian income tax advice and solution to RSM clients and network firms. After having started his tax career at a big four firm in Toronto, he later joined RSM Canada in 2017 and has advised a wide rage of clients from global public to close privately held companies. He has advised clients on a wide range of Canadian domestic and cross-border issues including tax due diligence for mergers and acquisitions, treaty qualification, repatriation, withholding and other domestic tax issues.