The 2026 Toronto Family Office Conference

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Jacob is the Founder & Managing Partner of Kin Capital Partners. As an experienced real estate financier, investor, and entrepreneur, he led the investments and advisory platforms that invested alongside top-tier developers and institutional investors in large-scale real estate developments totaling ~9M developable square feet. Under Jacob’s leadership Kin Capital advised on placing ~$2B of equity & debt on transactions’ value of $4B+ since founding the company in 2020.

Prior to founding Kin Capital Partners, Jacob founded KSM Group, a private equity and asset management company investing in real estate related businesses and technology ventures across North America.

Jacob is a known advocate for giving back to the community, he serves on UJA’s Executive Committee, co-chair the Tel Aviv University Global Real Estate MBA Tour to Toronto, Co-founded TREL, a real estate non-for-profit networking group with over 3,000 members and Co-founded MaKin a charity with a mission to increase diversity & inclusion within the real estate industry by providing full scholarships to Real Estate MBA programs for young professionals from unrepresented groups.

Thomas Jacob is the Managing Director of K2 Group, a privately held investment firm with a strategic focus on real estate, hospitality, and alternative assets. He leads the firm’s investment strategy and operations across North America, with a disciplined approach to value creation, capital preservation, and operational excellence.

A seasoned investor and operator, Thomas has co-founded and scaled multiple ventures across energy, consumer, and technology sectors. He is a founding partner and investor of Sunly Energy and remains active in venture and growth-stage investing through direct investments and collaborative ventures where he plays an active role in accelerating growth and unlocking enterprise value.

Thomas is a QuantumShift Fellow from Ivey Business School, holds a degree in International Economics & Business Management, and is currently completing the Owner/President Management (OPM) program at Harvard Business School. He is a member of YPO and actively supports philanthropic initiatives across Canada.

Adam Bekhor currently serves as the Vice President of T.R.L. Investments Limited (“T.R.L.”), a family office with a rich heritage and diversified investment portfolio encompassing real estate, public equities, private equity, and direct investments in small to medium-sized businesses. Adam represents the third generation involved in T.R.L., continuing a legacy of strategic investment and business growth.

Since joining T.R.L. in 2015, Adam has developed an expertise in real estate and financial services, focusing on the needs of the family business across various sectors and industries. His role at T.R.L. involves identifying and nurturing promising investment opportunities while managing portfolio risk. He works diligently on behalf of his family to ensure that each investment aligns with the company’s overall financial goals, focusing on sustainability and long-term value.

Prior to joining T.R.L., Adam had a decade of experience in consumer and commercial banking at CIBC and completed his Master of Business Administration degree from the Rotman School of Business at the University of Toronto.

Adam currently sits on the board of The Centre for Israel and Jewish Affairs (CIJA).

Jason Chow has been the Managing Partner of Lee Chow Group since 2016. He is responsible for corporate strategy, acquisitions and private equity partnerships. Jason works closely with all members of the team on a daily basis and

emphasizes collaboration in his work. Previously, he was a correspondent for the Wall Street Journal in Paris and Hong Kong. Jason holds a Bachelor of Arts degree from McGill University and earned a culinary diploma from Ecole Gregoire Ferrandi in Paris.

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Souad Ouared is a Director Private Clients – Team Head at Henley & Partners, the global leader in residence and citizenship by investment. Based in Montreal, she advises Canadian and international high-net-worth families on global mobility strategies, including residence and citizenship solutions aligned with long-term wealth planning objectives.

Souad brings nearly two decades of experience at the National Bank of Canada, where she specialized in working with newcomer and internationally mobile clients. During this time, she developed deep expertise in the financial, immigration, and cross-border considerations that shape major life and wealth decisions. This background gives her a unique ability to bridge traditional wealth planning with global mobility strategies.

Today, she works closely with family offices, wealth managers, and legal advisors to help families structure international options that support retirement planning, succession and legacy strategies, and jurisdictional diversification.

Ryan Mackiewich is a tax advising expert with over 30 years of experience, joining TTSG as Senior Advisor, Advanced Planning. He specializes in providing solutions that help enterprising families retain wealth and transition it across generations. Ryan brings strong relationships with CPAs across Canada and a deep understanding of family business challenges. With a proven track record in leadership, mentoring, and strategic planning, Ryan fosters strong, collaborative, and trusting work environments.

Over the past several years, Ryan has worked with various CPA firms across Western Canada, empowering them to elevate their advisory services through coaching and strategic guidance to shift their clients’ view of them beyond most trusted advisor to most valued. Prior to that, Ryan spent 26 years in two of the nation’s largest CPA firms. Ryan started as a Tax Advisor, focusing on solving complex tax problems and assisting with business transitions. Ryan then developed a national SR&ED and Tax Incentives practice advising companies on various tax credits and grant applications, and grew the business from himself to a team of 30 in six centres across Canada, generating multiple millions in revenue.

Ryan holds a Bachelor of Commerce degree from the University of British Columbia and is a Chartered Professional Accountant (CPA, CA). He has specialised in tax through extensive training, including CPA Canada’s In-Depth Tax Program (IDTP). In 2020, he earned the Family Enterprise Advisor (FEA) designation, reflecting his commitment to helping enterprising families with wealth management and transition.

Shannon McKie leads international healthcare partnerships for international patient services and global advisory at Mass General Brigham, one of the world’s leading academic healthcare institutions. She works at the intersection of patient care and health strategy, supporting governments, physicians, individuals, families, family office and wealth advisors in accessing advanced, highly specialized medical expertise in all areas of medicine.

In addition to her work with international patients, Shannon is part of Mass General Brigham’s Global Advisory practice, where she helps builds partnerships with governments and healthcare institutions to assist with health system transformation and building centres of excellence.

With a background spanning healthcare and technology, Shannon brings deep experience navigating complex healthcare systems, particularly across Canada. She is recognized for her ability to work across public and private sectors, helping align patient needs with the right clinical pathways and institutional expertise.

At Mass General Brigham, she leads partnership initiatives in Canada, collaborating with physicians, institutions, and trusted advisors to support access to world-class care, second opinions, and specialized treatment options. Her work is grounded in discretion, trust, and a clear understanding of the patient journey.

Shannon is known for building trusted relationships and serving as a resource for families seeking clarity, access, and guidance within complex healthcare environments.

Rebecca Nicholson is a passionate advocate for health and wellbeing. Known for her extensive work as a CEO, investor, founder, facilitator and philanthropist in the health, wellness, and psychedelic healing sectors. She has collaborated with Indigenous communities and world renowned organizations such as Prime Quadrant, Rocana Ventures, Dimensions Retreats, Holos Global, Kuya Wellness, Othership, and Beckley Retreats. Her strategic vision and leadership have been pivotal in creating thriving, healing, and supportive environments that drive business growth. Rebecca’s passion for wellness transcends traditional business roles. She is a certified yoga instructor, trained in Mindfulness Self-Compassion (Kristin Neff), has completed The Foundation of Psychedelic Assisted Therapy (Beckley Academy) and the Inner Engineering Program (Sadhguru). She has developed a range of unique offerings, including an online platform, Your Yoga Connection, the half-day silent retreat Consciousness Curation, and the Micro-Mentoring program, all designed to foster mindfulness, movement, wellbeing, and a strong sense of community. A dynamic public speaker and panelist, Rebecca is celebrated for her ability to connect people and ideas, sparking transformative change across the globe. Her work continues to inspire and influence the future of wellness, guiding both individuals and businesses toward greater health, growth, and connection.

Bruce Croxon made his mark as a digital pioneer by co-founding Lavalife and revolutionizing how people connect. Under his direction, he grew this early tech start-up into the marquee brand in online dating with over two million users. Partner, chairman and CEO, Croxon helped lead the company’s growth from four to 600 employees, while achieving revenue of just under $100 million.  Since the sale of Lavalife, Bruce has been active as both an investor and advisor in growth stage companies in the technology sector. Croxon currently helms Round13, a company dedicated to investment in growth stage Canadian tech companies. He is a weekly contributor to BNN, talking all things tech and has recently opened a charity for at risk youth called 13thround.life centered around the sport of boxing .

Benoît Fontaine is the Executive Director of Myriad Canada, a registered charitable organization in Canada, part of the Myriad Alliance for Borderless Giving.

Myriad Canada works with Canadian donors to manage charitable projects in North America, Africa, Asia, Europe and Central and Latin America. We craft tailored solutions for individuals, corporations and foundations for one-time or recurring donations through Donor-Advised Funds. The Myriad Alliance is a global network of trusted member organizations that facilitate cross-border giving with independent office in Canada, the US, Europe, Australia, New Zealand, and Asia. Benoît has worked in international philanthropy for 25 years, starting at the King Baudouin Foundation, the largest foundation in Belgium and a major foundation on the world stage. He was Head of Venture Philanthropy Programs. He holds a Master of Laws.

Melvin Cohen came from Philadelphia to Montreal’s McGill University where he completed an M.Sc. in computer science in 1975.  He worked for Bell Canada for ten years before leaving in 1988 to start a competitor, Distributel Communications.  Bell tried to get the regulator to shut the company down, but Mel led Distributel through this and many challenges, eventually selling the company to Bell in 2022.  Since then, he has been enjoying retirement and using the skills he acquired in over 40 years of business to support MiaSarka’s charitable endeavors that his wife spearheads. 

Carol Picart came to Halifax from Jamaica as a young child and moved to Toronto as a teenager.  She worked in a variety of health-related positions while pursuing her musical education.  As “Chauncey Picart”, she boasts over 20 well-loved music videos on YouTube.  In recent years, in addition to university and medical studies, Carol has championed a multitude of charitable projects under the Mia’Sarka banner.  Her first-person work in Uganda, Kenya and Jamaica has brought new buildings, equipment, supplies and clean drinking water to communities, orphanages, schools, women’s programs, clinics and hospitals.  In Jamaica, she runs a program to provide cataract surgeries to poor people who would otherwise lose their sight, and most recently, she has provided relief and recovery to victims of hurricane Melissa.

Rebecca Nicholson is a passionate advocate for health and wellbeing. Known for her extensive work as a CEO, investor, founder, facilitator and philanthropist in the health, wellness, and psychedelic healing sectors. She has collaborated with Indigenous communities and world renowned organizations such as Prime Quadrant, Rocana Ventures, Dimensions Retreats, Holos Global, Kuya Wellness, Othership, and Beckley Retreats. Her strategic vision and leadership have been pivotal in creating thriving, healing, and supportive environments that drive business growth. Rebecca’s passion for wellness transcends traditional business roles. She is a certified yoga instructor, trained in Mindfulness Self-Compassion (Kristin Neff), has completed The Foundation of Psychedelic Assisted Therapy (Beckley Academy) and the Inner Engineering Program (Sadhguru). She has developed a range of unique offerings, including an online platform, Your Yoga Connection, the half-day silent retreat Consciousness Curation, and the Micro-Mentoring program, all designed to foster mindfulness, movement, wellbeing, and a strong sense of community. A dynamic public speaker and panelist, Rebecca is celebrated for her ability to connect people and ideas, sparking transformative change across the globe. Her work continues to inspire and influence the future of wellness, guiding both individuals and businesses toward greater health, growth, and connection.

Emily is a co-founder and head of brand marketing for Othership; otherworldly sauna and ice bath experiences. She’s also the head of product for Othership’s world renowned guided breathwork app, available on the App Store and Google Play. Prior to Othership, Emily received a Master’s in Health Science in Nutrition Communication to become a Registered Dietitian.

Emily’s mission at Othership is to contribute to a brand and products that help as many human beings as possible feel happy and healthy as they navigate the journey of life.

Lindsay Stollery Jephcott (MBA, ICD.D) is a business leader, investor, and board director with over 20 years of experience across real estate, mining, oil and gas, golf, capital markets, family office and not-for-profit sector. A lifelong entrepreneur, she has built and supported businesses across Canada, bringing a disciplined, long-term approach to investment and growth.

She previously served as Chief Investment Officer for the Angus Glen and Kylemore group of companies, overseeing a diverse portfolio of assets and driving strategic capital allocation.

In 2023, Lindsay co-founded Lume Women + Health alongside three physicians—a Toronto-based clinic redefining women’s healthcare through proactive, evidence-based, and sex-specific medical assessments. As a founder, she plays a central role in shaping Lume’s strategy, partnerships, and national growth.

Lindsay has served on numerous boards and advisory committees and is deeply committed to philanthropy. Her efforts have supported leading Canadian institutions including Sunnybrook Hospital, Markham Stouffville Hospital, and Canada Company.

With deep roots across Canada, Lindsay continues to be an active investor and strategic advisor, focused on scaling impactful, purpose-driven organizations.

In a time where burnout, anxiety, and rapid aging feel like the default setting for modern life, Dr. Sanjeev Goel is charting a radically different course. Known across Canada as “The Happiness and Longevity MD,” Dr. Goel is on a mission to empower people to slow down the aging process, align with nature’s rhythms, and live deeply fulfilled lives in every sense: mentally, physically, and emotionally.

Born in Montreal and now based in Toronto, Dr. Goel’s journey has been far from conventional. With over five decades of lived experience and a résumé that spans remote medical service in Himalayan villages to teaching mindfulness to healthcare professionals, his voice carries both wisdom and credibility. His biological age is a full ten years younger than his chronological one, a living testament to the anti-aging practices he preaches. But his path hasn’t been without hardship. In 2019, a severe Lyme-like illness brought him face-to-face with his own mortality. The experience sparked a deeper commitment to healing, self-exploration, and science-backed rejuvenation.

At the heart of Dr. Goel’s approach are three core principles: hormesis, autophagy, and rhythmic harmony. Through his brand, Peak Human, he helps others tap into these forces through unique practices like dopamine fasting, light and sound biohacks, and personalized longevity protocols. His overarching goal is to reduce suffering caused by aging and to elevate global happiness by guiding others toward deeply aligned, fulfilling lives.

“Where you place your attention is what you become,” he says. That quote isn’t just a favorite, it’s a reflection of how he lives. From treating patients to building a vibrant online community and speaking at global wellness events, Dr. Goel is proof that happiness and longevity can go hand in hand when your life is congruent with your beliefs.

Looking forward, Dr. Goel envisions Peak Human as more than just a wellness brand. He sees it as a movement that brings cutting-edge health technologies, ancient principles, and mindfulness into mainstream conversation. Whether you’re 30 or 70, his message remains the same. You are not too late. You are not stuck. The time to reclaim your health, your joy, and your human potential is now.

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Evan Chrapko is a serial tech entrepreneur best known for the $568 million exit of his company, DocSpace, in just 30 months.

Now, as the Founder, Chairman, and CEO of Trust Science, Evan is harnessing AI to transform creditworthiness assessment, ensuring that deserving individuals gain access to fair financial opportunities.

His leadership is distinguished by a rare combination of technical expertise, financial acumen (CPA), and legal insight (JD from Columbia University). A lifetime member of the Henry Crown Fellowship in the Aspen Global Leadership Network and a member of YPO, Evan has been recognized alongside global visionaries like Bill Gates, Sir Richard Branson, and Elon Musk.

Committed to ethical business practices and long-term impact, Evan offers a unique proposition for family offices seeking both financial returns and responsible investing. With a proven ability to navigate complex challenges with speed and precision, he stands out as a compelling direct investee—deliberately keeping institutional funding off his cap table.

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Robert S. Reichmann is the President of ReRo, a third-generation family office built on a single conviction: that the outer world is a reflection of the inner one, and that capital — placed in the right hands, at the right moment — multiplies soul.

ReRo’s work spans two expressions of the same belief. Through its investment activities, it works alongside exceptional operators and global partners who share its values not as abstraction but as lived orientation. Through its philanthropy, it supports the communities, institutions, and ideas that advance a more purposeful and connected world.

Robert writes, speaks, and delivers workshops translating Torah wisdom — ancient, precise, and universally relevant — into the questions that define our moment.

Previously he was Founder and co-CEO of Workmode, an on-demand coworking startup. Prior to that, Founder and CEO of Visr, an AI-powered child-wellness company (acquired), and co-founder of KamaTech, a hareidi employment non-profit based in Israel.

Driven by his Jewish faith, Robert is guided by gratitude for the opportunities he has been given — and by responsibility to use them well.

Robert serves on the boards of Canadian Friends of JCT and KamaTech. He holds an MBA from Bar-Ilan University.

African-American entrepreneur focused on Sustainability (Direct Air Capture), Alternative Healthcare (Medical Cannabis), Fin-Tech & equal representation across all industries.

At 24 I realized that there was a tremendous need to remove Carbon Dioxide from the atmosphere. Upon this realization I began researching the developing field known as Direct Air Capture. After researching for about a year and a half I directed one of the the first investments in the entire field into Global Thermostat. I became a founding partner at Global Thermostat and my father became Executive Chairman of GT.

Today, 13 years later, Direct Air Capture is beginning to capture the imagination of investors and the global public. In addition to Global Thermostat, I have overseen various investments in alternative energy, fin-tech and founded my own investment firm focused focused on Health-Care (DGH). DGH structured an investment into Bedrocan International where I have served as a board member since 2018.

After directing over 150M in capital investments I have now founded a new start up focused on accelerative the private and public demand for Direct Air Capture. This new company is called Electric Tree.

I have served on the non-profit boards of Americans for Safe Access, Pioneer Works (founding board member), and Liberty Science Center. I’m currently obsessed with the work being done by the 15 Percent Pledge which is one of the fastest growing non-profits in the United States of America.

African-American entrepreneur focused on Sustainability (Direct Air Capture), Alternative Healthcare (Medical Cannabis), Fin-Tech & equal representation across all industries.

At 24 I realized that there was a tremendous need to remove Carbon Dioxide from the atmosphere. Upon this realization I began researching the developing field known as Direct Air Capture. After researching for about a year and a half I directed one of the the first investments in the entire field into Global Thermostat. I became a founding partner at Global Thermostat and my father became Executive Chairman of GT.

Today, 13 years later, Direct Air Capture is beginning to capture the imagination of investors and the global public. In addition to Global Thermostat, I have overseen various investments in alternative energy, fin-tech and founded my own investment firm focused focused on Health-Care (DGH). DGH structured an investment into Bedrocan International where I have served as a board member since 2018.

After directing over 150M in capital investments I have now founded a new start up focused on accelerative the private and public demand for Direct Air Capture. This new company is called Electric Tree.

I have served on the non-profit boards of Americans for Safe Access, Pioneer Works (founding board member), and Liberty Science Center. I’m currently obsessed with the work being done by the 15 Percent Pledge which is one of the fastest growing non-profits in the United States of America.

Sam is a Founding Partner of Starshot Capital. He is also a founding member of Work on Climate – the largest technical climate community in the world – where he previously served as Vice Chair. Before Starshot, Sam did venture work with a family office and corporate alumni community. He has been recognized by the government of Canada as a Canadian Global Executive.

Sam dedicated his early career to understanding the fundamentals of what makes innovation successful in different industries. At SpaceX, he designed tools to increase manufacturing speed and reliability. At Tesla, he designed components to make a new product launch easier to manufacture. At Lilium, he oversaw the design of the fuselage of the electric flying car, balancing the needs of different teams with the required aerodynamic performance.

He also developed a climate education tool that maps & prioritizes over 100 climate solutions, endorsed by key climate figures. The tool provides insights on which solutions are the most impactful, neglected, and ripe for disruption.

Vasilia Kratsios is a financial services professional with a focus on technology, innovation, and the evolving needs of modern businesses. Currently serving as Vice President of Banking at RBCx, she works closely with founders and operators, helping them navigate growth, build resilient financial foundations, and scale effectively across North American markets.

Her experience spans both established financial institutions and high-growth technology environments. At Citigroup, she supported complex enterprise relationships within payments and treasury, advising large organizations on operational and financial efficiency. She later transitioned into the startup ecosystem, taking on leadership roles within scaling teams and contributing to the development of global brokerage and financial infrastructure capabilities at Alpaca.

Vasilia brings a cross-functional perspective shaped by working across traditional finance and emerging technology sectors. Her work is centered on building strong relationships, enabling operational clarity, and supporting teams as they navigate complex growth environments. She has consistently operated at the intersection of finance, technology, and innovation, with a particular interest in how new financial systems and tools can better serve modern businesses.

She holds a Bachelor of Commerce from McGill University, with a double major in Finance and Economics.

Jacob is the Founder & Managing Partner of Kin Capital Partners. As an experienced real estate financier, investor, and entrepreneur, he led the investments and advisory platforms that invested alongside top-tier developers and institutional investors in large-scale real estate developments totaling ~9M developable square feet. Under Jacob’s leadership Kin Capital advised on placing ~$2B of equity & debt on transactions’ value of $4B+ since founding the company in 2020.

Prior to founding Kin Capital Partners, Jacob founded KSM Group, a private equity and asset management company investing in real estate related businesses and technology ventures across North America.

Jacob is a known advocate for giving back to the community, he serves on UJA’s Executive Committee, co-chair the Tel Aviv University Global Real Estate MBA Tour to Toronto, Co-founded TREL, a real estate non-for-profit networking group with over 3,000 members and Co-founded MaKin a charity with a mission to increase diversity & inclusion within the real estate industry by providing full scholarships to Real Estate MBA programs for young professionals from unrepresented groups.

Stephan is the Chief Investment Officer at Chronicle Wealth, a Toronto-based multi-family office.  In his role there, he coordinates the firm’s investment research efforts across a variety of asset classes and oversees the firm’s pooled fund offerings for its clients.   Prior to joining Chronicle, Stephan was a Portfolio Manager at 1832 Asset Management where he was part of a team that managed several billion dollars of retail mutual funds and institutional equity pools. While at 1832, Stephan was twice named by Brendan Wood International as one of Canada’s TopGun Buyside Investment Minds.  Stephan’s professional background also includes work as an equity analyst with a boutique investment counselling firm, in addition to being an investment banker with JPMorgan and CIBC in Toronto and New York, respectively.  Stephan has an MBA from London Business School (London, UK), where he received one of two entrance awards for North American students and graduated on the Dean’s List, as well as a B. Comm from Queen’s University where he served as President of the Commerce Society and graduated near the top of his class. He also holds the CFA designation.

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Evan Chrapko is a serial tech entrepreneur best known for the $568 million exit of his company, DocSpace, in just 30 months.

Now, as the Founder, Chairman, and CEO of Trust Science, Evan is harnessing AI to transform creditworthiness assessment, ensuring that deserving individuals gain access to fair financial opportunities.

His leadership is distinguished by a rare combination of technical expertise, financial acumen (CPA), and legal insight (JD from Columbia University). A lifetime member of the Henry Crown Fellowship in the Aspen Global Leadership Network and a member of YPO, Evan has been recognized alongside global visionaries like Bill Gates, Sir Richard Branson, and Elon Musk.

Committed to ethical business practices and long-term impact, Evan offers a unique proposition for family offices seeking both financial returns and responsible investing. With a proven ability to navigate complex challenges with speed and precision, he stands out as a compelling direct investee—deliberately keeping institutional funding off his cap table.

Mr. Putney is a founding managing partner and a principal of MNM Partners LLC since its inception in 2006. MNM Partners, LLC is a boutique real estate investment firm with discipline, deep market insights and proprietary deal flow which results in value-add, income opportunities for qualified, private investors Mr. Putney evaluates all multifamily and office asset offerings and continues to monitor property performance after closing. He works directly to organize and fund all MNM group investments in the Bay Area and is responsible for raising in excess of $80M through high net worth accredited investors. He has been a fiduciary for over 35 years successfully. He has lived in the Silicon Valley since 1978.

In 1997 he founded TAT Capital Partners, a Silicon Valley, CA. and Zurich Switzerland based venture capital firm raising 2 funds with AUM of $150M. He has served on the Board of Directors for ZF Micro Devices Inc., Surface Interface Inc. (acquired by FEI Company, NASDAQ: FEIC), Optcom Corporation, Scivac Corporation and nLine Inc. He continues to serve as a Band Member with the Band of Angels, Silicon Valley’s oldest seed funding organization. The Band is a formal group of more than 130 former and current high tech executives who are interested in investing their time and money into new, cutting edge, startup companies. The Band has seeded over 225 companies with 50 profitable M&A exits and 9 Nasdaq IPOs. Band members have founded companies such as Symantec, Logitech, and National Semiconductor and been senior executives at the likes of Sun Microsystems, Hewlett Packard, and Intuit.

In 1985 he founded Techsystems Inc. A company in the semiconductor and printed circuit board assembly industry. The company ultimately exceeded $30M in sales annually. Mr. Putney has founded and successfully exited several other businesses in the PCB assembly, electronic product and financial services industries, returning well over 200% IRR.

Mr. Putney has been married for 45 years and has two adult children and five grandchildren.

Frank Liu is the Managing Director of Infinite Grid Capital, a cross-border energy investment and advisory platform focused on battery energy storage systems (BESS), hybrid energy hubs, and next-generation infrastructure supporting AI data centers and high-demand industries. With a background spanning technology, finance, and international operations, Frank has led and structured projects across North America and Europe, working closely with family offices, institutional investors, and strategic partners. He is passionate about building long-term, resilient assets and believes in collaborative capital as a driver of sustainable value creation.