TIGER 21 Canada Springs Forward and Launches with Strong Interest

Jun 27, 2011

TIGER 21 Canada Springs Forward and Launches with Strong Interest
TIGER 21 Canada Springs Forward and Launches with Strong Interest The premier peer-to-peer
learning group for high net worth investors in North America has welcomed its inaugural members in
Calgary, Vancouver, Toronto and Montreal; Top notch facilitators (Chairs) recruited to lead groups; Elite
presenters address important issues

Vancouver, Canada (June 27, 2011) – TIGER 21, the premier peer-to-peer learning group for high net
worth investors in North America, is off to a fast start in Canada with groups already formed and meeting in
three cities and a fourth group set to meet in the fall.

The Vancouver group began meeting in April, followed by a Toronto group in May, and a Calgary group
earlier this month. The first meeting for the Montreal group will take place in September.

“The inaugural meetings of the first three Canadian groups were gratifying successes. We have Members
who are excited to learn as well as contribute, Chairs who are the best in the business at running highly
confidential meetings, and an elite list of presenters on topics that run the full spectrum of interest to high
net worth investors and successful entrepreneurs,” said Thane Stenner, TIGER 21’s Managing Director for
Canada, and Founding Member.

The mission of TIGER 21 is to provide an intimate confidential setting where high net worth investors who
have been responsible for creating their own significant wealth, help each other navigate through a turbulent
time. The TIGER 21 experience helps many Members successfully transition from focused entrepreneurs
or senior executives to disciplined managers of their personal wealth, while for other active managers of
energy, real estate or financial assets, the experience provides an opportunity to take a day a month out of a
busy schedule to explore the critical personal issues of wealth, family, health and community. Participating
in professionally facilitated, 10- to 15-person groups, Members meet monthly to harness the varied expertise
and collective intelligence of their peers in high-energy, noon to 7:30pm sessions. In addition to the four
Canadian groups, TIGER 21 has groups in New York, Dallas, Miami, San Francisco, San Diego, Washington,
DC and Los Angeles. There are more than 180 members throughout North America whose personal
investible assets exceed US $15 billion.

“We’ve made great strides during the past six months to identify some really extraordinary individuals
who will enhance what is already a uniquely talented and successful membership at TIGER 21. We are also
quite excited to have recruited four first-rate professionals with almost perfect backgrounds to lead the first
Canadian groups,” said Stenner.

Among the new TIGER 21 group Chairs are:

Norm Trainor, Toronto
Norm Trainor is the President and CEO of The Covenant Group, which he formed in 1995 to educate and
coach entrepreneurs; providing them with the necessary business tools to enhance performance and achieve
new levels of profit and productivity. Trainor is also an international speaker and author of best-selling
books, including The 8 Best Practices of High-Performing Salespeople and The Entrepreneurial Journey.
“As Canada’s financial centre, Toronto and the Southern Ontario area is home to a large number of
entrepreneurs, wealthy individuals and families who will benefit from their involvement in TIGER 21,”
said Trainor. “I have experienced firsthand the value Members derive from their involvement in this truly
unique peer-to-peer network. The benefits extend beyond enhanced investment results to include better
health, deeper relationships and the expression of what members truly value.”

Dr. Nancy MacKay, Vancouver
Dr. Nancy MacKay is president of MacKay & Associates, which helps companies improve individual and
organizational performance. She coaches and facilitates eight CEO networks comprised of 100 CEOs
across Canada. She also operates forums for other senior executives involving 80 individuals. MacKay
is co-author of The Talent Advantage and has addressed thousands of people across Canada, the US,
Norway, the United Kingdom and Australia. She is a certified executive coach.

“Vancouver has many successful entrepreneurs in a wide variety of industries. They are exactly the type of
people who can benefit from being part of a network of like-minded individuals and learn from each other
in a confidential environment,” said MacKay. “I am thrilled with our strong start and know that we will
continue to attract a diverse group of successful business leaders as we continue to grow.”

Hal Walker, Calgary
Hal Walker is a business and community leader who has had a successful career as a real estate, oil and
gas, and stock market entrepreneur and investor. He founded Ellemere Developments and the Meredith
Michael Group in 1979, and has had many successful development deals with resort properties across
North America. He is a past chair of the Calgary Chamber of Commerce and is a member of the Advisory
Council to the Haskayne School of Business at the University of Calgary, among a number of other notable
positions and accomplishments.

On TIGER 21’s emergence in Calgary, Walker said, “Calgary and Alberta, with its massive resource wealth,
have emerged as the economic driving force of Canada. With oil and gas as well as banking taking the
lead, Calgary is now a recognized world financial centre. The entrepreneurial expertise in „Cowtown‟
made it a natural for TIGER 21 to establish a group here.”

“TIGER 21 has become an amazing international think tank of ultra-successful individuals, who have
made it their responsibility to be better stewards of their wealth,” Walker added.

Michèle Desjardins, Montreal
Michèle Desjardins is a Certified Management Consultant and a chartered administrator. She is president
of Koby Consulting, Inc, and has extensive consulting and executive experience. She is also a senior
associate of Lansberg Gersick & Associates, a consulting firm specializing in family enterprises. She has
consulted internationally to family-owned or controlled enterprises on issues such as governance policies
and structures, succession and leadership development, coaching for executives and successors, and
shareholder development.

“TIGER 21 has extraordinary resources, has developed a very high quality network of speakers and
has now grown into a highly professional North American organization. Montreal has a large pool of
entrepreneurs that have gone through major liquidity events in the last decade and who are now looking
for this kind peer group where they can learn and share their concerns about wealth management with
other very successful and thoughtful wealth stewards,” explained Desjardins. “My hope is that our TIGER
21 group will reflect Montreal’s diversity, not only culturally, but also in terms of expertise, industry, age
and gender.”

“The response to TIGER 21 in Canada has been tremendous. The quality of TIGER 21’s Membership
across North America and the unique connections it builds between Members has allowed us to attract
expert presenters and a number of best-in-class strategic partners to enhance the Member experience,”
said Richard Deacon, Director of Strategic Partnerships for TIGER 21.

TIGER 21 creates a highly confidential, safe environment for Members to explore critical issues affecting
their lives. Through regular monthly meetings as well as through exchanges on a private Members-Only
website, TIGER 21 Members share their knowledge and experiences, and help each other wrestle with
issues relating to finance, investments, managers and advisors. An important part of the curriculum
focuses on estate planning, family (particularly issues of wealth and children), health, and issues of
communal involvement. TIGER 21’s Presenter Program complements each meeting by providing access
to top finance experts that often introduce Members to a variety of investment opportunities, as well as
experts that focus on other issues.

With the access provided to some of Canada’s most successful high net worth investors that are now
Members of TIGER 21, the Canadian groups have already attracted a number of notable experts
on financial topics and other wealth-related issues. Among the recent presenters have been Larry
Ohlhauser, President and CEO of Ohlhauser & Associates, who spoke on empowering individuals to take
responsibility for their own health; Gerald Connor, Chairman and CEO at Cumberland Private Wealth,
on global markets; David Picton of Picton Mahony, and Stephen King of Alaris Royalty. The roster of
world-class presenters is continuing to grow with upcoming presentations by Barry Allan, founding
partner of Marret Asset Management Inc., who will speak on fixed income investment, and Blake
Bromley, of Benefic, speaking on using philanthropy in estate planning, as well as senior managers with
PIMCO on fixed income investing, and some of Deloitte’s senior partners on tax trends.

“I’ve personally attended several Canadian group meetings and was immediately impressed with the
variety of professional and personal backgrounds of the Members, their entrepreneurial spirit, and the
kind of desire for intellectual challenge in a confidential setting that drives our best experiences across
North America,” said TIGER 21 founder Michael Sonnenfeldt. “Thane and Richard have done a really
wonderful job of replicating the knowledge platform established in the US over the last 12 years. Our
new Canadian Members are in for a terrific experience, and their addition to the TIGER 21 roster will
now also provide our existing Members with access to the insights and experience of their Canadian
counterparts.”

“I am extremely pleased with the quick progress we have made in Canada, as there appears to have
been some pent up demand for the learning experience TIGER 21 provides its Members,” said TIGER
21 president Jonathan Kempner. “Thane and Richard immediately grasped the concept of collective
intelligence and set up a program that would work in Canada. Each new Canadian Member adds to the
value of our Member network where our US Members will now benefit through the best-of-breed ideas
and investment strategies that our Canadian counterparts bring to meetings and our online forum. In
fact, we had several Canadian Members at our first annual North American Member conference this past
January and already have reservations for a majority of Canadian Members to attend our next annual
conference.”

To find out more about the TIGER 21 experience, visit the website www.tiger21.com/Canada or link to
this fact sheet: http://www.tiger21.com/docs/FactSheetCanada.pdf

 

About TIGER 21:
TIGER 21 (The Investment Group for Enhanced Results in the 21st Century) is North America’s premier
peer-to-peer learning network for high net worth investors. TIGER 21 has more than 180 Members who
collectively manage approximately $15 billion in investable assets and have been entrepreneurs, inventors
and top executives. TIGER 21 focuses on improving investment acumen as well as exploring common issues
of wealth preservation, estate planning and family dynamics beyond finance. Founded in 1999, TIGER 21
is headquartered in New York City and has US-based groups in New York, Los Angeles, San Francisco,
San Diego, Miami, Washington, DC, and Dallas. Its exclusive Canadian groups are located in Vancouver,
Toronto, Calgary and Montreal. More information can be found at www.tiger21.com.

Nancy Block Reid
Director of Membership
Tel: (212) 584-0226
Nancy.Reid@tiger21.com

Thane Stenner
Managing Director and
Founding Member, Canada
Tel: (604) 678-3640
Thane.Stenner@tiger21.com

Martine Cunliffe
Canadian Memberships
Tel: (604) 678-3641
Martine.Cunliffe@tiger21.com

If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.