Latin Private Wealth Management Summit Fall 2018
Stuart Dunn
Chairman | Holdun Family Office
Speaker Presentation
Investment Trends: Should Family Offices Invest in Startups?
The opportunities that come with the technological revolution are endless and everyone is taking advantage of the advantages offered. In this context, startups stand out in the business world with success stories such as Airbnb, Uber, Hootsuite that achieved to have millionaire values and, you never know where could be the next successful case. This presentation will explore startups as options within the field of venture capital, considering other aspects such as:
• Investment trends in startups by FOs in different regions of Latam
• Characteristics of these companies and opportunities that they offer
• Exploring the risks and returns
• Addressing the big picture: how the emergence of these new companies influence the general economic context
Speaker Bio
Stuart Dunn is the Chairman and Co-Founder of Holdun and a Director at Holt Accelerator. With over 40 years of experience in the Canadian Money Management Industry, Mr Dunn is licensed as a portfolio manager in Canada.
In 1980, Mr Dunn founded Bladon Securities, a corporate finance firm located in Calgary, Alberta, which focused on the oil and gas industry.
Mr Dunn comes from a family legacy that is rooted in tradition and entrepreneurship. Sir Herbert Holt, Stuart’s great grandfather, was known as a pioneer in the development of the energy business in Quebec, now known as Hydro-Quebec. He was the longest standing President and Chairman of the Royal Bank of Canada, among other successes that led to an empire worth over USD 3 billion by the 1940s.
Following in his grandfather’s footsteps, Stuart Dunn went on to Co-Found Gryphon Investment Counsel in 1981, a large Canadian institutional money manager with offices in Montreal and Toronto, and became one of the managing partners. In 1999, Stuart Dunn succeeded his father, T.H. Dunn, as Chairman of Holdun Investments Inc., the family holding company. This led to the formation of Holdun and to the newest addition to the Holdun family of companies, Holt Accelerator, born in 2018.
Stuart Dunn has overseen his investment team in recording a thirty-fold increase in value, a compound annual return of 12.6% over the past 30 years.
Speaker Presentation
Investment Trends: Should Family Offices Invest in Startups?
The opportunities that come with the technological revolution are endless and everyone is taking advantage of the advantages offered. In this context, startups stand out in the business world with success stories such as Airbnb, Uber, Hootsuite that achieved to have millionaire values and, you never know where could be the next successful case. This presentation will explore startups as options within the field of venture capital, considering other aspects such as:
• Investment trends in startups by FOs in different regions of Latam
• Characteristics of these companies and opportunities that they offer
• Exploring the risks and returns
• Addressing the big picture: how the emergence of these new companies influence the general economic context
Speaker Bio
Stuart Dunn is the Chairman and Co-Founder of Holdun and a Director at Holt Accelerator. With over 40 years of experience in the Canadian Money Management Industry, Mr Dunn is licensed as a portfolio manager in Canada.
In 1980, Mr Dunn founded Bladon Securities, a corporate finance firm located in Calgary, Alberta, which focused on the oil and gas industry.
Mr Dunn comes from a family legacy that is rooted in tradition and entrepreneurship. Sir Herbert Holt, Stuart’s great grandfather, was known as a pioneer in the development of the energy business in Quebec, now known as Hydro-Quebec. He was the longest standing President and Chairman of the Royal Bank of Canada, among other successes that led to an empire worth over USD 3 billion by the 1940s.
Following in his grandfather’s footsteps, Stuart Dunn went on to Co-Found Gryphon Investment Counsel in 1981, a large Canadian institutional money manager with offices in Montreal and Toronto, and became one of the managing partners. In 1999, Stuart Dunn succeeded his father, T.H. Dunn, as Chairman of Holdun Investments Inc., the family holding company. This led to the formation of Holdun and to the newest addition to the Holdun family of companies, Holt Accelerator, born in 2018.
Stuart Dunn has overseen his investment team in recording a thirty-fold increase in value, a compound annual return of 12.6% over the past 30 years.