Why Attend • Featured Speakers • Agenda • Details
Join us for a Due Diligence event in Toronto on September 10th to gain valuable insights into our portfolio strategies and engage with leading experts in Healthcare, Real Estate, Innovation, and Energy Infrastructure. This half-day event will feature Middlefield’s award-winning investment team who will share their insights through panel discussions with special guest CEOs and industry experts from SSR LLC.
Register Today
Why Attend?
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Gain insights from the Middlefield award-winning portfolio managers and industry leaders such as Dr. Richard Evans, a nationally recognized healthcare specialist, and Paul Sagawa, a leading authority in technology and communications. |
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Hear from Canadian CEOs as they discuss market dynamics in their respective industries, analyze the impact of elections and interest rate changes, and provide forecasts for future market trends. |
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Explore key growth areas for modern portfolios, including cutting-edge developments in healthcare like GLP-1 drugs, the profound impact of AI on the technology sector and the broader economy. |
Featured Speakers
Special Guests
Agenda
Navigating Real Estate, Healthcare, and Diversified Income Opportunities
9:00 AM – 9:10 AM EST
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Welcome and Introduction
Speaker: Dean Orrico, President & CEO |
9:10 AM – 9:40 AM EST
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Real Estate: Don’t Wait for the All-Clear
Speakers: Dean Orrico, President & CEO | Brad Cutsey, CEO, InterRent |
9:40 AM – 9:45 AM EST
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Break
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9:45 AM – 10:15 AM EST
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Energy, Infrastructure: Defensive Strategies with Public Real Assets
Speakers: Dennis da Silva, Senior Portfolio Manager | Marty Staples, President & CEO, Topaz Energy
Moderator: Rob Lauzon, Chief Investment Officer |
10:15 AM – 10:25 AM EST
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Break
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10:25 AM – 10:55 AM EST
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Healthcare: Weight Loss Drugs & Other Innovations
Speakers: Rober t Moffat, Portfolio Manager | Dr. Richard Evans, SSR Co-Founder & Portfolio Advisor
Moderator: Dean Orrico, President & CEO |
10:55 AM – 11:00 AM EST
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Break
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11:00 AM – 11:30 AM EST
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Innovation/Technology: Unleashing the Potential of AI
Speakers: Shane Obata, Portfolio Manager | Paul Sagawa, SSR Co-Founder & Portfolio Advisor
Moderator: Mark Aboud, Managing Director |
12:00 PM – 1:00 PM EST
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Lunch
Diversified Income & Growth: Income Plus, Global Dividend Growers – Best Ideas & Strategies
Speakers: Rob Lauzon, Chief Investment Officer | Dean Orrico, President & CEO |
1:00 PM EST
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Closing Remarks
Speaker: Jeremy Brasseur, Executive Chairman |
Details
Date: September 10, 2024
Time: 8:00 AM – 1:30 PM EST
Location: Bay Adelaide Centre, 24th Floor, Toronto, ON

We look forward to hosting you and providing you with valuable insights into our real estate, healthcare, and diversified income investment strategies.
Register Today