THE FUTURE OF THE REAL ESTATE-BASED BUSINESS
AN EXCLUSIVE IN-PERSON CONVERSATION ABOUT THE
FUTURE OF REAL ESTATE THINKING, INVESTING AND FINANCE.

JOIN US OVER COFFEE
FOR A FIRESIDE CHAT

Featuring Special Guest
Patrick Francey, CEO

The Real Estate Investment Network (REIN)
Canada’s Longest Running Investment Group

LEAN IN, LISTEN AND LEARN ABOUT
THE LANDSCAPE FOR REAL ESTATE INVESTMENT, FINANCING AND EXITS.

The Institute of Futurization is delighted to host this LIVE in-person discussion, comprised of today’s Leading Real Estate, Finance and Investment Financial Thinkers and Innovators. Leading the
three-hour program is world renown Financial Life Professional, author and educator is Richard Dolan who will be presenting speakers and moderating discussions with the likes of leaders inside the realm of real estate investment education, investment, management and finance.

Join us LIVE and in person for this complimentary event thanks to our generous sponsors so together
we can discuss the:

  • Seismic shifts in real estate investing
  • Rise of passive, professionally managed vehicles like REITs and MICs
  • Growing trend of Canadian investors relocating abroad both physically and financially
  • Innovative manoeuvres to future-proof your portfolio or practice

You deserve the opportunity to equip yourself optimally today whether you are a Real Estate professional, mortgage agent, realtor or investor.

Limited to 50-seats

November 22, 2024

2:00 - 5:00 PM EST

The National Golf Club of Canada

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    November 22, 2024

    2:00 - 5:00 PM EST

    The National Golf Club of Canada

    SIGN UP NOW

    Have A Look At Our Last Event

    This event is where the rubber meets the road. Develop yourself with Brad Lea's real-world, practical life experience and Richard Dolan's expertise in communication training to create an environment where real growth happens. Get ready to stretch yourself, push your boundaries, and experience the transformation that comes from dedicated effort and focused training.

    The Future of Real Estate Ownership, Investment & Income Symposium is ideal for:

    Real Estate Investment Professionals

    Especially for mortgage agents, real estate investment advisors and realtors who manage or advise on portfolios and are looking for strategies to address future challenges and opportunities in real estate.

    Seasoned Real Estate Investors

    Especially for real estate investors owning, holding or managing over a dozen properties and are looking to better understand the most optimal next move for themselves and their portfolio.

    Optimizing Revenues and Valuation Professionals

    Especially for financial planners, investment advisors, insurance agents interested in leveraging undeniable trends in producing new revenues, passive income and increased valuation of their business and practice.

    Promises of Symposium include:

    • Gain deep insights into the future of real estate investing and why there's a seismic shift toward passive, professionally managed investments.
    • Discover why Canadian real estate investors are relocating their portfolios abroad and how this affects financial planning.
    • Learn strategies to future-proof your practice by embracing innovative products and approaches.
    • Explore how to increase your revenue, referrals, and portfolio valuation through future-focused investing.
    • Understand the new trends reshaping real estate investing and equip yourself with the knowledge to lead in this evolving landscape.

    Hosting The Future of Real Estate Ownership, Investment & Income Symposium is Richard Dolan

    Richard Dolan serves The Institute of Futurization as Vice Chancellor, Head of The Global Wealth & Asset Management Project.

    Richard is a globally recognized thought leader in the financial services, wealth management, and real estate investment industry of over thirty-years. Working with some of the world’s most iconic wealth, bank and investment brands; Richard has been come to be called the advisor to advisors.

    Richard has provided strategic counsel to high-profile clients, including world champions of sport, CEOs, billionaires, political leaders and heads of state. His leadership has led to aggregation of billions of dollars in assets measurably across a half a dozen ventures.

    Thought Leadership

    Richard is the author of two program certificate programs at Schulich School of Business (Executive Development division) Marketing and Selling Wealth Management Services and The Wealth Management Program. He is the creator of an Urban Financial Life Philosophy, fusing research areas such as performance psychology, happiness economics, behavioural finance and investor resilience.

    The Futurization Project

    As the head of The Global Financial Life Research project, Richard is pioneering efforts to explore the evolving relationship between people and their advising professionals given their newly emerging financial lives and futures. His work equips professionals and institutions with data-driven insights and innovative strategies to navigate the future conversations on matters of money, wealth and worth. Richard operates from offices in New York, Toronto, and Miami.

    Featuring Special Guest Speaker
    Patrick Francey

    As a leading figure in real estate investment, Patrick Francey directs the Global Real Estate Investing Initiative at the Institute of Futurization. With decades of experience as both an investor and educator, Patrick helps individuals achieve financial freedom through strategic real estate investments, focusing on portfolio diversification, risk management, and long-term wealth building.

    Track Record

    Patrick has successfully guided thousands of investors through various market conditions, helping them build sustainable portfolios. His expertise in risk management and innovative investment strategies has led clients to scale their portfolios while maximizing returns and minimizing risks.v

    Strategic Thought Leadership

    A thought leader in real estate, Patrick develops forward-thinking strategies that prepare investors for market shifts, from passive investments to international expansion. His deep understanding of real estate cycles and taxation policies allows him to provide valuable insights at industry conferences and in educational settings, helping investors thrive in a dynamic market.

     

    Patrick’s leadership at the Institute ensures investors are equipped to navigate real estate challenges with confidence and sustainability.

    Sponsors

    Black-REAL-Influence.png

    The Future of Real Estate Ownership, Investment & Income Symposium

    TESTIMONIALS

    "The insights shared at the IOF Symposium completely transformed the way I approach real estate investing. The focus on future-proofing portfolios and understanding new investment vehicles like REITs has helped me make smarter, more strategic decisions for my clients."
    Sarah L
    Sarah LFinancial Planner
    "Richard Dolan and Patrick Francey are at the forefront of financial thought leadership. Their expertise on the evolving landscape of real estate investing provided me with actionable strategies that have already started yielding results for my practice."
    David M.
    David M.Real Estate Investor
    "This event opened my eyes to the global shift in real estate investing trends. The knowledge I gained about passive investments and the opportunities in international markets has given me the confidence to diversify my portfolio and better serve my clients."
    John K.
    John K.Mortgage Agent
    "The IOF Symposium was packed with valuable insights and strategies that were immediately applicable to my business. The focus on innovation and future-proofing has allowed me to better navigate the challenges of today’s real estate market."
    Emily R.
    Emily R.Investment Advisor
    "The level of expertise and forward-thinking strategies shared at this event was unparalleled. I left the IOF Symposium feeling equipped with the tools to not only grow my portfolio but also to lead my clients toward long-term financial security."
    Mark T.
    Mark T.Tax Consultant
    SIGN UP NOW

    Event Agenda

    Below you'll find Important information about the event such as the schedule, times, dress code, hotel and travel information plus the amenities around you.

    Friday, November 22nd

    Registration Time: 1:30 PM – 2:00 PM

    Location: The National Golf Club of Canada

    Session 1: 2:00 PM – 3:30 PM

    • Welcome and Opening Remarks
      Master of Ceremonies: Richard Dolan, CEO of Legacy

    • The Future of Real Estate Investing

      • Innovative Strategies in Real Estate Investment: Navigating the Future Landscape
        Speaker: Patrick Francey, CEO of Real Estate Investment Network (REIN)
        Topic Highlights: Exploring forward-thinking strategies to navigate the future of real estate.

      • Passive Real Estate Investment Vehicles: The Role of REITs and MICs in Modern Portfolios
        Speaker: Josh Will, President of Virtus Asset & Management
        Topic Highlights: Understanding the rise of REITs, MICs, and other structured offerings.

      • Global Shifts in Real Estate Finance: Adapting to the Emerging Trends in Investment and Lending Offshore
        Speaker: James Lau, Chairman of Sovereign Bank
        Topic Highlights: How global finance trends are reshaping the decisions of Canadian real estate investors.

    Break: 3:30 PM – 3:45 PM

    Session 2: 3:45 PM – 4:45 PM

    • Future-Proofing Your Portfolio and Practice

      • Panel Discussion: Future-Proofing Your Real Estate Portfolio and Professional Practice
        Participants: Richard Dolan (Moderator), Josh Will, James Lau, and Patrick Francey
        Topic Highlights: Proven strategies for increasing revenues, client referrals, and portfolio valuations.

    • Innovations in Financial Products and Services
      • Insights into new financial products that cater to evolving real estate investment needs.

    Closing Remarks: 4:45 PM – 5:00 PM

    • Summary and Key Takeaways
      Recap of the day’s discussions and insights.

    • Networking Opportunity
      Time for attendees to connect and discuss potential collaborations.

    *Agenda times and sessions are subject to change.

    The Future of Real Estate Ownership, Investment & Income Symposium
    Venue

    Nestled at the prestigious National Golf Club of Canada, this venue offers an inspiring environment for thought leadership and meaningful dialogue. Surrounded by serene landscapes, it provides the perfect blend of elegance and focus, creating an ideal setting for the Financial Leaders Symposium.

    Join us in this exclusive space, designed to facilitate insightful conversations, intellectual engagement, and innovative thinking. The carefully curated venue ensures that attendees will experience a seamless and enriching event, setting the stage for future-focused discussions on real estate investing and financial strategies.

    SIGN UP NOW

    For more information contact

    info@futurization.co

    Additional Information

    Nearest airports:
    • Toronto Pearson International Airport (YYZ) Approximately 15 miles (24 km)
    Other useful information:
    • Shopping nearby - Vaughan Mills Shopping Centre – 7 miles (11 km)
    • Dining - Several restaurants within a 5-10 minute drive from the venue
    • Dress Code - Business casual; please bring layers as temperatures can vary indoors and outdoors.

    We recommend arriving early to enjoy the serene surroundings of the National Golf Club of Canada.

    Other accommodations nearby:

    Element Vaughan Southwest
    (Approximately 5 miles – 8 kms)
    6170 Highway 7, Vaughan, ON L4H 0R2
    Phone: +1 905 264 6474

    Monte Carlo Inn Vaughan Suites
    (Approximately 6 miles – 10 kms)
    705 Applewood Crescent, Vaughan, ON L4K 5W8
    Phone: +1 905 761 7170

    Aloft Vaughan Mills 
    (Approximately 7 miles – 11 kms)
    151 Bass Pro Mills Dr, Vaughan, ON L4K 0E6
    Phone: +1 905 695 0500

    South Point Hotel, Casino & Spa
    (Approximately 3 miles – 4kms)
    9777 Las Vegas Blvd South Las Vegas, NV 89183
    Phone number: 1 702 796 7111