1. How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities
Gd moring, L & G, - It is my utmost pleasure to welcome you to Canada, the exciting land of opportunities for immigrants- investments and innovation. Has total debt of $ 600 bill equivalent to Mkt Cap of Apple 3 months ago. To us it a great insurance of wealth protection.
My keynote speech today is not fancy numbers, statistics and structured document. It is to share our practical experience of how we started our family office, how we originated and created wealth, our wealth preservation tactics, succession planning and philanthropic strategy which we integrated into social entrepreneurship . Thanks to our friend Dean of Rotman School Roger Martin and learning to apply integrative thinking to create this unique framework of family office un Social Entrepreneurship platform. This 2 minute clip will give you insight our perceptive.
Firoz Shroff
Idea Sponsor and Founder
International Business Consortium Inc.
Jeffrey Lam
VP, Project Development

2. The Story of the Blind Man Social Entrepreneurial (SE) Mindset
Our Scenario
The Story of the Blind Man
When we are control by traditional environment and uncertainties prevail it is important to get an outsider with new mindset to assist to change the strategy in our family office to provide new dimension to wealth preservation and to bring new perspectives
How We Apply
Social Entrepreneurial (SE) Mindset
to Family Office
To Originate Wealth

3. Our Mindset for Family Office
Conventional
Our Model
Family Wealth
Family Seed/Hybrid Capital
($1M)
Ladies and Gentlemen –
The mindset of FO to provide hybrid capital of $ 1 mill what we all call seed capital to tie up transactions is very entrepreneurial but socially driven. We call it hybrid - Highest yield by rotating innovative and intelligent dollars dollars integrated with our founders/ancestors entrepreneurial vision and capacities to “originate” wealth. Turn the HYBRID capital with SE mindset to create mega return not 100% in 5 years but 100 times. I will give you example of our thinking we apply to create this mega return. This allows us to share returns and pay hefty fees and share profits with professionals.
The new perspective is to invest very little up-front money to tie up a mega-value asset. – The lady create a ecosystem for the blind man without giving a dollar but applying her intellectual capital to change the profit dynamics.
This model will opens up a whole new world of involvement and opportunities for you and your clients. I can take an oath it certainly has.
Invest
Founder's
Entrepreneurial
Capacity
Induct
Founder's
Entrepreneurial
Capacity
to Originate
Pay Fees &
Share Return
($..M)
Pay Fees
Conventional Return
Mega Return ($100M+ in 5 years)

4. Benefits of Our Model 1. Little Investment, Mega ROI 2. Little Risk
3. Tax Planning Through Philanthropy
4. Succession of Founder‘s Intellectual Wealth
5. Succession of Social Wealth Through Goodwill
High Return, Low Risk, Philanthropy & Succession Coming Together
1 Minimal capital investment for max return
2 Little financial risk
3 Minimize tax liabilities via Philanthropy – York University
4 Contribute to society – explain
5 Pass intellectual capacity to future generations – explain

5. 1% Financial Seed/Hybrid Capital
SE Deal Making Process
1% Financial Seed/Hybrid Capital
($1M)
Intellectual
Acquisition
of Asset
Our deal making process visualizes everything AS A PROFIT CENTRE THROUGH INNOVATIVE thinking and approach - one examples Due diligence is deal designing time
1.We intellectually source assets that have mega intrinsic values than through intelligent process extract the value to benefit all stakeholders
2.We then apply strategy to tie up the asset with minimum deposit and the longest closing time possible
3.We optimize our time, using the due diligence period for deal designing
4.In deal designing, we innovate by inducting our International Entrepreneurial experience, Intellectual Capital, integrative knowledge, Social
Attributes and various other value adding assets. 5.These, in turn, infuse the marketing, sales, sourcing partners to take partial exit strategy etc
6.Bringing all these elements together, we actualize the real values in the tied-down asset.
7.The Social Partnerships are embodied in our Intellectual Capital that transcend generations and exponentially boost the
Entrepreneurial/Business Partnership.
8.Compare this to the ‘blind man’ video: the passer-by gave the man no money at all.
She “only” gave him a little time, and a new sign!
And that time and new sign dramatically increased the man’s monetary value/cash-flow!
9. In the next step, we find a financial partner to provide funding to close the deal
10.The money that the partner provides is literally more than the value of the property we bought
11.We offer the incoming partner upto 24% interest in the project
12.Our agenda in this first project phase is to make profit + control the property with no debt.
13.In the second project phase – we find large institutions for more equity- public listing and bring development partner with design, build,
operate and manage expertise.
Payback + profit
at first stage
Intellectual
Value Creation
99%
Intellectual
Social Capital
&
Goodwill
Attract
Financial Partners
Entrepreneurial
Integration
- Add business
dimensions to asset
e.g. Wellness
Retail
Entertainment
Senior homes
Residential
Social
Partnership
- Add social
dimensions to asset
e.g. Government
Hospital
University UN
Childcare
Attract
JV Partners
Mega Return
($100M+)

6. Family Office Model OBJECTIVES FUNDING 2. SUCCESSION PLANNING
Education
Intellectual
Empowerment
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
How OUR FAMILY OFFICE MODEL OPERATES
It operates under Social Entrepreneurship Fund which is source of Funding for Ventures.
FOM 3 major objectives
Empowerment of coming Generation - As apprentice – Education- Venturing – Access to Network – pledge to follow founders experience
Wealth Creation - Expansion through Deal Origination
Social Partnership – Philanthropy Empowerment
Motivate kids to create a business – to create wealth and play social part – Wealth is responsibility

7. BORDER – selling a new business Model change bookstore to Knowledge store – 4 parts books- computer day care – senior empowerment center – 4 generation of traffic with elimination of loneliness. Newton is example of loneliness – Cohesive living - Short the stuck
MWD – land acquired for $ 13 mill long closing – Non refundable $ 1 mill deposit closed in July plus $ 5 mills operation cost - obtain 100% financing on valuation of $ 39 mill. – built equity of $ 21 mill – Negotiating 1/3 partnership to sale $ 13 mill with a buyback in 5 years at $ 25 mill – will retain 100 % at the end of the day until merger with PLC - 2nd stage look for development partner to build 2 mill sq ft approved in secondary plan – selling price $ 500 generating $ 1 bill in revenue – Forecast profit of $ 200 mil in 5 years - Tax payer invested $ 500 mill to expand hospital – community center etc Theme as Markham Wellness District have added in last 3 weeks International Club and China Culture and Trade Center with Hong Kong PLC Mkt Cap $ 6 bill company as well as HCN USA Mkt cap $ 15 bill looking to spinoff a new company Wellness District Development Inc – It is large play and validates $ 1 to $ 100 mill in 5 years with experiential capital
Niagara learned from Markham - Activated related purchase not time related - pay from the sales – pay as we sale so flexibility – investment in marketing dollars via 3rd party JV- building Bollywood Club and Taipan club – one advantage application for immigration to Canada is included in the price Membership plan payment over 15 years cycle – Membership down payment $ 9900 – 40 $ 999 when ready $ 50K loan guaranteed for 10 years at 5% interest rate. – Allows circuit to se clubs worldwide at 1500 locations. Management by ClubCorp/Ragatz type operator

8. "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
SHARING
And
Q & A
Firoz Shroff
Jeffrey Lam
Office #:
** You can also find this slide on the event CD.
The presentation video will be available at request.