Latin Private Wealth Management Summit Fall 2018
Maggie Dunphy
CFO | 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
Maggie Dunphy is CFO of Holdun Family Office Canada and Director of Holt Accelerator, both a division of Holdun. She brings over 25 years of experience in wealth management and securities legislation.
Prior to joining Holdun Family Office Canada, Ms Dunphy began her career in 1991 with Integra Capital Management in Toronto. She remained with Integra for two years, and then in 1993, went on to join Gryphon Investment Counsel as a trader.
In 1995, together with Stuart Dunn, great grandson of Canada’s Sir Herbert Holt, Maggie Dunphy left Gryphon Investment Counsel to join Holdun Family Office. In 2018, Holt Accelerator was born. To this newest addition to the Holdun family of companies, Maggie is also a Director. Maggie Dunphy has worked with three generations of the Dunn family for the past 25 years.
Ms Dunphy holds a Finance degree from Bishop’s University.
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
Maggie Dunphy is CFO of Holdun Family Office Canada and Director of Holt Accelerator, both a division of Holdun. She brings over 25 years of experience in wealth management and securities legislation.
Prior to joining Holdun Family Office Canada, Ms Dunphy began her career in 1991 with Integra Capital Management in Toronto. She remained with Integra for two years, and then in 1993, went on to join Gryphon Investment Counsel as a trader.
In 1995, together with Stuart Dunn, great grandson of Canada’s Sir Herbert Holt, Maggie Dunphy left Gryphon Investment Counsel to join Holdun Family Office. In 2018, Holt Accelerator was born. To this newest addition to the Holdun family of companies, Maggie is also a Director. Maggie Dunphy has worked with three generations of the Dunn family for the past 25 years.
Ms Dunphy holds a Finance degree from Bishop’s University.