Rotman School of Management

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Michael Lee-Chin on "Asset Management, Real Estate, and the Keys to Success in Both"

1:30-1:44pm check-in; 1:45pm sharp to 2:45pm opening remarks, keynote address and audience Q&A

CO-HOSTED BY: Rotman Real Estate Association; and Rotman Asset Management Association

Event Details

Speaker Series

Photo of Michael Lee-Chin
Date: Thursday November 22, 2018 | 01:45 PM - 02:45 PM
Speaker(s): Michael Lee-Chin, Founder and Chairman of Portland Holdings
Topic: "Asset Management, Real Estate, and the Keys to Success in Both"
Venue: Desautels Hall (Second floor, South Building) | map
Rotman School of Management, U of Toronto,
105 St George Street
Location: Toronto
Cost: Free to attend. Registration is required by 10:00am on November 22.
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BIOGRAPHY: Michael Lee-Chin, President and Chairman of Portland Holdings (Portland), is widely regarded as a visionary entrepreneur whose philosophy of “doing well and doing good” has resulted in extraordinary business success and inspiring philanthropic initiatives.

In 1983, at the age of 32, Michael borrowed money to purchase $500,000 worth of Mackenzie Financial stock. Four years later, the stock appreciated seven-fold and Michael used the profits to make his first acquisition - a small Ontario-based investment firm called AIC Limited. At the time, Advantage Investment Counsel (a division of AIC Limited) had assets under management of $800,000. Within 20 years, and at its business peak, AIC grew to more than $15 billion under management. In 2009, AIC’s retail investment fund business was sold to a leading Canadian financial services group.

Upon acquiring AIC Limited in 1987, Michael set about transforming the Berkshire group of companies which became Canada’s largest independent privately-owned financial planning and wealth management organization. The Berkshire group of companies was comprised of a mutual fund dealer, an investment dealer and an insurance services company. Under Michael’s stewardship, Berkshire amassed more than $12 billion in assets under administration by 2007. At that time, Berkshire had grown to form a network of 750 financial advisors operating in 250 offices across Canada. In 2007, the Berkshire group of companies was acquired by a leading Canadian financial services group.

In 2012, through Mandeville Holdings Inc., a subsidiary of Portland Holdings, Michael began assembling a diversified group of wealth management companies that includes: Portland Investment Counsel Inc. (an investment fund manager, portfolio manager, mutual fund dealer and exempt market dealer), Mandeville Private Client Inc. (an IIROC investment dealer) and Mandeville Insurance Services Inc. (life insurance). Today, Michael remains firmly committed to creating wealth for investors. In addition to his responsibilities at Portland Investment Counsel Inc., Michael sits on various boards in Canada and throughout the Caribbean.

Among his many personal accomplishments, Michael has received the Doctor of Laws degree from a number of distinguished universities including: McMaster University, University of Toronto, Northern Caribbean University, Wilfrid Laurier University, the University of West Indies, and York University.’ From 2011-2016, Michael held the position of Chancellor of Wilfrid Laurier University in Waterloo, Ontario, Canada.

In 2013 the Government of Ontario awarded Michael with the Queen Elizabeth II Diamond Jubilee Medal and, in 2017 he was appointed to the Order of Ontario, the province’s highest honour, recognizing individuals whose exceptional achievements have left a lasting legacy in the province, in Canada, and beyond. In 2016, Michael was appointed Chair of the Government of Jamaica’s newly established Economic Growth Council (EGC), in an effort to bolster economic development. Michael is tasked with leading a team from the private and public sectors, to advise the Government of Jamaica on the adoption of a framework of growth initiatives.

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Cancellations received in writing to 24 hours prior to the event will receive a refund less a $10 administration fee per person. If we do not receive written notice of your cancellation, you will be charged the full amount for this session. Substitutions are always welcome.

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