How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment...

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How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International Business Consortium Inc. [email protected] Jeffrey Lam VP, Project Development International Business Consortium Inc. jeff[email protected]

Transcript of How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment...

Page 1: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

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]

Page 2: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

Our Scenario

Page 3: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

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

Page 4: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

Benefits of Our Model

Page 5: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

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

Page 6: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

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

Page 7: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.
Page 8: How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International.

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