Insights

Family, Money & Purpose Webinar – Watch on Demand

Watch on demand – Michelle Osry from Deloitte Canada and Grant Conroy from Genus Capital walk viewers through best communication practices when engaging with families on the hard to breach subjects.
 
In this webinar you’ll learn:
  • Why it can be so difficult to talk about things like family and money and our shared or individual purpose
  • A roadmap for productive family dialogue
  • Tools to use in everyday conversations that matter

Recommended Readings

  • Dialogue and the Art of Thinking Together – William Isaacs
  • Seeing What Others Don’t – Gary Klein
  • The Power of Patience – M. J. Ryan
  • Deconstructing Conflict – Blair Trippe and Doug Baumoel
  • Into the Magic Shop – James R. Doty
  • Emotional Agility – Susan David
  • Humble Inquiry – Edgar H. Schein
  • Obliquity – John Kay
  • The Art of Possibility – Rosamund Stone Zander & Benjamin Zander
  • The Book of Joy – Dalai Lama, Desmond Tutu, Douglas Abrams
  • Humility is the New Smart – Hess & Ludwig
  • Navigating Polarities – Emerson & Lewis
  • Nonviolent Communication – Marshall B. Rosenberg
  • Conversation Transformation – Amy Yeager and Ben E. Benjamin
  • Fierce Conversations – Susan Scott
  • Difficult Conversations – Douglas Stone, Bruce Patton and Sheila Heen
  • We Can Do This!: 10 Tools to Unleash Our Collective Genius – Kate R Sutherland
The Route to Dialogue

The Route to Dialogue – William Isaacs

Speakers

Michelle Osry – Family Enterprise Consulting

Deloitte Canada

Michelle works with business families and family offices worldwide as an advisor and facilitator, helping define goals and establish practices to achieve lasting success across generations. Committing to the whole family, Michelle brings 30 years in academia, banking and consulting, and wide-ranging travel and study, combined with systems thinking practices. Michelle empowers her client families to thrive, while addressing the complexity of corporate and family dynamics.

Holding BCom, BCom (Hons) and Post-Graduate Diploma (Accounting) qualifications, plus C.A., UK Securities Dealer and Family Enterprise Advisor certifications, Michelle today leads Deloitte Canada’s Family Enterprise Consulting practice. She is a member of the boards of Family Enterprise Canada and SeeChange Initiative, and of Perimeter Institute’s Emmy Noether Council, fostering women in theoretical physics.

Grant Conroy – Portfolio Manager/ Partner

Grant is a portfolio manager, working with institutions, individuals, and families. Grant has a long history of being dedicated to stay ahead of the markets, having started his career in 1996, covering some of the world’s largest asset managers. He continues this market journey and seeks to add value on a more personal basis.

As a qualified Family Enterprise Advisor, Grant is versed in the complexities that can come with family wealth. This can range from how to prepare and educate the next generation and communicating legacy intentions to protecting family unity. Grants values include equality, learning, and integrity. Outside of work, Grant considers himself the chief “dad joke” teller in his household and around the office, and serves on two not-for-profit boards.

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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