2024 Due Diligence Event

Why Attend  •  Featured Speakers  •  Event Itinerary  •  Details

Join Middlefield at our exclusive due diligence event hosted at the Bay Adelaide Centre in Toronto on September 10. This half-day experience is designed to provide advisors with valuable investment insights across real estate, healthcare, innovation, and energy infrastructure. The event will include a series of four panel discussions featuring Middlefield’s portfolio management team and industry advisors from SSR LLC as well as special guest CEOs.

Register Today

Due Diligence Event

Why Attend?

Gain insights from 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.
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.
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.

Dean Orrico
President and CEO, Middlefield

Rob F. Lauzon
Chief Investment Officer, Middlefield

Dr. Richard Evans
SSR Co-Founder | Portfolio Advisor

Paul Sagawa
SSR Co-Founder | Portfolio Advisor

Dennis da Silva
Lead Manager, MRF Flow-Through Funds

Shane Obata
Portfolio Manager, Innovation

Rob Moffat
Portfolio Manager, Healthcare


Energy CEO

Event Itinerary

Navigating Real Estate, Healthcare, and Diversified Income Opportunities

9:00 AM – 9:30 AM
Registration and Breakfast
9:30 AM – 9:40 AM
Welcome Address
9:40 AM – 10:30 AM
Real Estate Panel Discussion with Dean and [Canadian REIT CEO]

Moderated by Rob Lauzon, CIO

10:30 AM – 11:00 AM
Energy Infrastructure Panel Discussion with Dennis da Silva and [Canadian Energy CEO]

Moderated by Rob Lauzon, CIO

11:00 AM – 11:30 AM
Healthcare Panel Discussion with Robert Moffat and Dr. Richard Evans

Moderated by Dean Orrico, CEO

11:30 AM – 12:00 PM
Technology Panel Discussion with Shane Obata and Paul Sagawa

Moderated by Mark Aboud, CXO

12:00 PM – 12:30 PM
Q&A Session
12:30 PM – 1:30 PM
Lunch and Networking
1:30 PM
Closing Remarks and Adjournment


Date: September 10, 2024
9:00 AM – 1:30 PM
Location: Bay Adelaide Centre, Toronto, ON

We look forward to hosting you and providing you with valuable insights into our real estate, healthcare, and diversified income investment strategies. Please RSVP by [RSVP Date] to confirm your attendance.

Register Today      





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