We look forward to welcoming you to our Orange County Winter Event as we network together for cross-border interests in investment, trade, and entrepreneurship.
We have two very special presentations for our Winter Series in addition to our quarterly update on MAPLE.
CANADIAN CAPITAL MARKETS FOR U.S. GROWTH COMPANIES
While going public may not be on the radar of most SoCal companies, Toronto Stock Exchange and TSX Venture Exchange are a unique funding and listing platform for high growth US companies looking to raise Series B+ capital. This presentation will highlight how to use the public markets for growth, the key considerations for going public, and why companies (and their investors) with early revenue, strong management team, and a growth strategy to get to Nasdaq should consider the Canadian capital markets as an alternative that may be the right fit.
Presenter: Ms. Deliah Panio, vp capital formation - Southern Californa - TMX Group.
NAVIGATING NORTH-SOUTH MOVES
Not many people are aware of the financial implications of a Canada/US cross-border move. Yet, it can have a long-term impact on their financial well being. Regulations and tax reporting requirements concerning investments can be complicated. Security selection and currency are other factors that come into play. This presentation will provide some timely recommendations on how Canadians living in the United States and Americans moving to Canada can navigate what sometimes feels like the 'white waters' of cross-border financial management.
Presenter: Ms. Bernardine Perreira CFP, CIM, Financial Advisor, Certified Financial Planner, Perreira Hurly Wealth Advisory of Raymond James (USA) Ltd. Member FINRA/SIPC.
REPORT ON MAPLE
MAPLE co-founders Robert Kelle and Stephen Armstrong will share an update on the work of the Council and the growth of our community since our Fall Quarter receptions.
We are excited to welcome our guests to a brand new venue for us in Orange County. We want to thank our friends at Brookfield Residential in Costa Mesa for the opportunity to visit their corporate office. Calgary-based Brookfield Residential is a leading developer and a sister organization to MAPLE member organizations, Brookfield Property and Brookfield Renewable.