Speaking
Jacoline speaks on a variety of topics related to entrepreneurship, finance for entrepreneurs, FinTech technology, women on boards, and Sustainable Investing. Jacoline has been a guest speaker at universities where her books were recommended texts. She can do a speaker spotlight but her favourite speaking style is being in dialogue with a great interviewer with lots of Q&A to ensure relevance to the audience.
Jacoline has keynoted for CAIF - Alternative Investments, the Institute of Corporate Directors, Ivey Business School, Ryerson University and many others. Jacoline has a unique style of presentation which allows for deep engagement, customization to the audience and enables the content to be updated in real time. it is particularly powerful for virtual presentation !
Jacoline engages a wide audience, from students to corporate leaders to entrepreneur associations, families of wealth, client advisors and leadership teams.
Topic 1: Family Wealth – How to Empower not Subsidize
Every family with wealth, looking at the next generation, hopes to confer advantages that are more than just material and financial - to build character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial dependency and loss of initiative that can all too often be an unwanted consequence of financial success. Yet that balance between subsidizing rather than empowering is fragile.
Many families never succeed in realizing that vision, much less sustaining it. From rags to riches in three generations is a saying that is to be found in every culture. Yet there are best practices for families who wish to maintain that individuality of each family member, as well as give the support and safe harbour of family for each individual to live a life of purpose.
At a banquet with Christine Lagarde, Head of the European Central Bank and Former Chair of the IMF.
Water and Fields of Halton Hills, August 2020 – Watercolour
Topic 2: How to Attract Investors to Your Business
The number-one issue for every entrepreneur is Money—getting money, raising money, convincing investors to give you money. Whether you are a start up, a small to mid-sized enterprise, or a $100-million company looking to IPO, your biggest problem is always money. There is a rush towards private equity—the hot way to get financing—but it remains a mystery to most entrepreneurs and owners/managers of SMEs. Money Magnet unlocks the puzzle of private equity financing and shows how understanding private equity is the first step to growing wealth in your business.
Topic 3: The Power of Strategy
Two questions most commonly asked by managers is what is strategy and how can I use it? Strategy is a reliable compass in the fast-moving world of business. It can set your company direction and can also be a powerful motivator for your talent.
To get the most from your business and your people, you need to create the strategic culture that will be your greatest competitive advantage.
These are the books that I have written. Learn more.
Discussing Private Equity with the National Post
Part 1: Venture capital, private equity & asset management for growth. Find out how to grow your business with equity investing.
Part 2: Only the top 25% of private equity funds are the real high performers, the rest aren’t that great. Learn more about growth strategies for companies in excess of ten million.
Jacoline Loewen Credentials
Jacoline Loewen, MBA, ICD.D, is a best selling author and expert in Board Directorship and finance. She is one of Canada’s leading family business and family finance experts. Ms. Loewen's clients are entrepreneurs who transition from focus on business to managing their money. She helps overcome common wealth creation issues while optimizing investments, in order to manage and nurture significant wealth with confidence.
Jacoline Loewen is head of business development, awarded top performer by her bank in 2017. Ms. Loewen has over 25 years of experience in finance for high-achieving entrepreneurs and family businesses. She specializes in the transition from business to sudden wealth from sale of a business and the impact on the Founder, their family, inter-generational wealth transfer and philanthropy.
Ms. Loewen established the Canadian FinTech series and collaboration with the Global FinTech Challenge by UBS, 2017 snd 2019. She organizes entrepreneur events by industry such as Food, FinTech, Blockchain, Ai, Private Equity, Philanthropy and Sustainable Investing.
Ms. Loewen has authored numerous works such as, Money Magnet: How to Attract Investors to Your Business, which is recommended as a text book on private equity and venture capital investing by Ryerson University and Ivey Business School, as well as Business e-Volution with the foreword by Cyril Ramaphosa, President of South Africa, and The Power of Strategy. She is a regular columnist to the Globe & Mail and contributor to the National Post, Thomson Reuter, Profit and was a regular panellist on BNN: The Pitch.
In 2018, Jacoline was recognized by her industry and awarded the trophy for top market and stock forecast, by The Ticker Club. She is ranked # 6 in the Top 100 Family Business Influencers on social media and was awarded Top 50 Board Diversity.
She is a director on the Toronto Atmospheric Fund board and was Chair of the investment committee, was Chair of the OCAD University business catalyst advisory board, as well as former director on the Private Capital Market Association board. She is a director on the Business Transitions Forum Board. She is a supporter and donor to the McMichael Art Gallery and Gala fund raiser. Jacoline completed her ICD board director designation at Rotman. Jacoline has hands-on experience with how individual behaviours and economic factors affect the finance industry. Staying ahead of the investment market’s frequent changes is Jacoline’s sixth sense.
Education
ROTMAN UNIVERSITY
Institute of Corporate Directors, 2018
CANADIAN SECURITIES INSTITUTE
Canadian Securities Course, 2016, Exempt Market Dealership, 2008
UNIVERSITY of WITWATERSRAND
M.B.A., 1993
McGILL UNIVERSITY
BA Industrial Relations
Activities & Affiliations
• Institute of Corporate Directors (ICD)
• The Atmospheric Fund, Director of Board and Investment Committee
• OCAD University, former Chair of the Business Incubator advisory board
• Private Capital Market Association, former Director of founding board
Recognized as an Industry Leader
•Awarded #1 Market Forecast, by The Ticker Club, 2017 and 2018