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.
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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. |
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 Brad Cutsey President and CEO
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 Marty Staples President and CEO
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9:00 AM – 9:10 AM EST
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Welcome and IntroductionSpeaker: Dean Orrico, President & CEO |
9:10 AM – 9:40 AM EST
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Real Estate: Don’t Wait for the All-ClearSpeakers: Dean Orrico, President & CEO | Brad Cutsey, CEO, InterRent |
9:40 AM – 9:45 AM EST
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Break |
9:45 AM – 10:15 AM EST
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Energy, Infrastructure: Defensive Strategies with Public Real AssetsSpeakers: Dennis da Silva, Senior Portfolio Manager | Marty Staples, President & CEO, Topaz Energy |
10:15 AM – 10:25 AM EST
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Break |
10:25 AM – 10:55 AM EST
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Healthcare: Weight Loss Drugs & Other InnovationsSpeakers: Rober t Moffat, Portfolio Manager | Dr. Richard Evans, SSR Co-Founder & Portfolio Advisor |
10:55 AM – 11:00 AM EST
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Break |
11:00 AM – 11:30 AM EST
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Innovation/Technology: Unleashing the Potential of AISpeakers: Shane Obata, Portfolio Manager | Paul Sagawa, SSR Co-Founder & Portfolio Advisor |
12:00 PM – 1:00 PM EST
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LunchDiversified Income & Growth: Income Plus, Global Dividend Growers – Best Ideas & StrategiesSpeakers: Rob Lauzon, Chief Investment Officer | Dean Orrico, President & CEO |
1:00 PM EST
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Closing RemarksSpeaker: Jeremy Brasseur, Executive Chairman |
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.
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