Agenda – October 5th

The Conference will be bringing much needed views from the world’s experts on the future of various sectors while covering our usual topics such as the next generation, technology, real estate, financial markets, entrepreneurship, and others.

Which investment strategies should we consider in times of uncertainty? What is happening in sectors like technology these days? How does the future of real estate look in Canada? What is a Chief Learning and Development Office? We will discuss Philanthropy and get to speak to some of Canada’s leading entrepreneurs and investors about their life and work.

11:00 – 11:05 AM Welcome and Opening Remarks 
Mr. Denny Chared, Founder & CEO, DC Finance
11:05 – 11:25 AM Entrepreneurship, Brand Buildup and Innovation
A discussion with
Mr. Frank O’Dea, Co-Founder, Second Cup 
11:25 – 12:00 PM Panel: Fasken – TBA
Mr. Elias Retsinas, Partner, Fasken
Ms. Corina Weigl, Partner, Fasken
Ms. Maureen Berry, Partner, Fasken
Mr. Jonathan Charron, Associate, Fasken
12:00 – 12:20 PM Strategy and Current Views in Managing Portfolios
  Mr. Jacques Maurice, Senior Wealth Advisor & Director  
Mr. Andy Nasr
, Chief Investment Officer, Scotia Wealth Management 
  We will present asset allocation, last year’s recommendations that were presented at our 2020 conference and their performance. We will also talk about sectors to privilege in Canada and the United States. Finally, we will provide an outlook on the global economy and major asset classes like equities and fixed income.
12:20 – 12:30 PM How Life Insurance Fits into the Asset Allocation and estate planning Process
  Mr. Francois Beauregard, Financial Security Advisor, Scotia Wealth Management
  For most wealthy Canadians Life insurance is often overlooked. However it is one of the most powerful tools to accumulate and protect wealth, as well as dramatically enhance the bottom line of wealthy clients. During this short presentation, we will explain how life insurance fits into asset allocation in order to grow and protect wealth without taking additional risk, the tax treatment of insurance and how life insurance is distributed to the next generation.
12:30 – 12:50 PM The role of life insurance in business succession
A discussion with
Susan Kichuk, PhD, CEO, The Targeted Strategies Group 
12:50 – 01:10 PM Commitment to Philanthropy 
Ms. Kathy R. Assayag, Executive Director, Jewish Community Foundation of Montreal
 01:10 – 01:30  PM Fireside Chat
Mr. Miles S. Nadal, Founder & Executive Chairman, Peerage Capital
01:30 – 01:50 PM  Fireside Chat  
Mr. Ron Shon, President, The Shon Group of Companies
01:50 – 02:20 PM Panel:  How to Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon
  Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax, Certified Wealth Transition Coach and Financial Coach
  Mr. Mark W. Auger, DBA, CEO and Co-Founder, Crysalia Inc.
02:20 – 02:40 PM A Different Partnership Model – The Story of Mirum Agency/Twist Image;  
Mr. Mickael Kanfi, Operating Partner, Inerjys Ventures
  One of Canada’s most impressive exits, the story of the people behind it and their decision of the equal share each partner gets to join.
02:40 – 03:10 PM  The Story of Clarity and the Nashman Family  
Mark and Natty Nashman
  He Co Founded Clarity that was bought by IBM – one of Canada’s most significant tech exits, done without a single dollar of outside capital. Several exits later, he and Natty are at yet on another adventure. How did they feel when a day before the sale and docs were to be signed the buyer changed his mind? How did the exit influence their work and life? The Grand Finale of our conference.


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