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Best Advisor, Expertise in Alternative Investments 2017: Canadian Wealth Professional Awards

On June 1, 2017, at the Canadian Wealth Professional Awards, Jesse Kaufman won, for the second consecutive year, the award for Best Advisor (in the country!) for Expertise in Alternative Investments. The award is particularly meaningful because of the independence and objectivity of the judges, and being recognized in consecutive years represents acknowledgement and validation of our commitment to ongoing research and to being at the top of our field. The independent judging panel included the CEO of The Financial Advisors Association of Canada (Advocis), the Executive Director of Independent Financial Brokers of Canada, a University of Toronto Finance Professor, and the former Executive Director of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada). 
 
 
 
 
On May 17th, 2017, Jesse Kaufman served as the Moderator for the raucous debate, perennially a highlight of the AIMA calendar.  This lively, insightful and entertaining debate took place over lunch, at The National Club in Toronto.  The resolution being voted upon by the audience was Be it Resolved: Large Managers are a Better Investment than Small Managers.  Alex DaCosta, Managing Director at Pavillion Alternatives Group, argued the “pro” side, while Marlene Puffer, Board Trustee & Chair of the Asset-Liability Committee at Healthcare of Ontario Pension Plan & Partner at Alignvest Investment Management, argued “con”.
 
On February 22, 2017, Jesse Kaufman spoke twice, both as a panelist and as a discussion group leader, at the HFM Canada Operational Leaders Summit. Jesse's comments centred around the Canadian Securities Administrator's proposal to make alterantive investments more accessible to individual investors, as well as their prosposal for mandating a Best Interest Standard for Advisors. In the discussion, he examined the pros and cons, theoretical and practical, foreseen and unforeseen.  
Jesse Kaufman of the Seidman Kaufman Group is interviewed by Wealth Professional Magazine to discuss last year's big win at the Wealth Professional Awards last June. This article speaks to our team's ongoing commitment to being at the top of our field, our unique expertise, and to doing things the right way for the right reasons
 
On November 15, 2016, Jesse Kaufman spoke as a panelist to a diverse group of financial industry leaders on changes and developments in wealth management. Jesse's comments centred around fiduciary responsibility, governance, ethids, objectivity, and investment process. MMI is the national organization for the advisory solutions industry, representing asset management firms, sponsors of investment advisory programs and service providers. MMI provides a forum for the industry's leaders to address issues and better serve investors.
 
Earlier this month, at the Canadian Wealth Professional Awards, Jesse Kaufman of the Seidman Kaufman Group won the award for Best Advisor (in the country!) with Expertise in Alternative Investments. The independent judging panel, which included the CEOs of the CFA Society, Advocis, and the Responsible Investing Association, selected us from a wide field, acknowledging our particular experience, knowledge and expertise in our field. Having our team be recognized in such a fashion is a great, humbling honour.
 
 
 
 
We have been nominated as a finalist for the award of Best Advisor, Expertise in Alternative Solutions, at the upcoming Wealth Professional Awards, to be on held June 2nd, in Toronto (see details here). “This award for excellence recognizes the standout performer in the investment industry who makes use of alternative solutions in developing investment solutions for their clients.”
 
“Do Financial Advisors Give Worse Advice To Women” was the question posed to Jesse Kaufman of the Seidman Kaufman Group by Amy Fontinelle from Investopedia.  Click above to read the article and its somewhat surprising perspective.  We welcome your thoughts on the subject.
 
On April 4, 2016, Jesse led a panel discussion on Manager Selection and Evaluation at the Opal  Family Office, Endowment, and  Investment Forum, which was held at the Hyatt Regency Toronto.
Click above for some discussion highlights. 
 
 
 
 
An article from the National Post, July 9, 2012, that profiles our team, discusses our philosophy, and explains the work we do for our clients.
 
Jesse Kaufman speaks to Jane Hawtin at CBC Radio about how the new proposed Ontario surtax will impact high net worth investors and provides advice on ways they can reduce their tax burden.
 
An agenda from a 2011 CIBC Alternative Investments conference highlighting Jesse Kaufman as a panelist among industry experts.
 
 
 

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-- Frank Perdue