| 08:00 – 09:00 AM | Networking Breakfast |
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| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| Sharon J. Fraenkel, CEO, Tel Aviv University Canada (Ottawa, Quebec and Atlantic Canada) – Conference Moderator |
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| 09:10 – 09:30 AM | Next Gen Insights: Adapting to the Shifting Landscape of Commercial Real Estate |
| Amitt Zaffir, Real Estate Investment Professional – Moderator |
| Bryan Spatzner, Founder, MTRPL |
| Maximilian Cukier, Real Estate Entrepreneur; Principal, Woodland Capital |
| Simon Yeramian, Managing Director US Division, Brasswater |
| A dynamic group of rising local investors share their insights on the evolving landscape of commercial real estate. Discover how today’s market differs from the prior decades, including the impact of technology, shifting investor priorities, and emerging opportunities. Gain valuable perspectives on the challenges and trends shaping the future of real estate investing in 2024 and beyond. |
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| 09:30 – 09:40 AM | Capital Growth and Community Impact: The Plentitude Investment Approach |
| Judi Paré, CEO, Plentitude |
| Plentitude offers high-net-worth investors exclusive access to stable, high-growth real estate investments designed to preserve and grow capital. Our projects build wealth and create a meaningful social impact, leaving a legacy of affordable and sustainable communities. |
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| 09:40 – 09:50 AM | The Canadian Cancer Society Research Advantage: How Canada’s Top Charitable Funder of Cancer Research is Transforming the Future of Cancer |
| Dr. Stuart Edmonds, Executive Vice President, Mission, Research and Advocacy, Canadian Cancer Society |
| Join Dr Stuart Edmonds of the Canadian Cancer Society (CCS) to explore how CCS’s targeted investment in cancer research not only accelerates scientific discovery but also translates into tangible benefits for patients across Canada and beyond. This presentation will offer a compelling look at how collaborative funding efforts are transforming the future of cancer. |
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| 09:50 – 09:55 AM | Dementia Prevention: A New Proactive Approach |
| Camille Isaacs-Morell, Vice-President, Hope for Dementia |
| Current trends indicate that by 2030 there will be 1 million persons living with dementia in Canada. A growing body of research identifies 12 modifiable risk factors that can reduce the risks of dementia. Hope for Dementia proposes the use of innovative technology and educational methods to incite and engage seniors to take measurable actions to mitigate the modifiable risks of dementia. |
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| 09:55 – 10:05 AM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong |
| Evan V Chrapko, Founder, Chairman & CEO, Trust Science |
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. |
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| 10:05 – 10:30 AM | Families Can Lead the Way in the Decarbonization Transition |
| Joanna Klimczak, Senior Director US & Canada, CREO – Moderator |
| David Martin, President, Bromart Holdings |
| Sylvie Trottier, Philanthropist, Family Principal & Advocate; Board Member, Trottier Family Foundation and the Eclipx Family Office |
| Carl Bennett, Managing Director, Bennett Church Hill Capital |
| Discussion with Family Principals about the immense opportunity families have to get ahead of the decarbonization transition or latch onto it. |
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| 10:30 – 11:00 AM | Coffee Break |
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| 11:00 – 11:25 AM | Fireside Chat with Andrew Lutfy |
| Andrew Lutfy, CEO, Groupe Dynamite & Carbonleo |
| Philippe de Gaspé Beaubien III, CEO & Chairman, T Investment Corporation – Moderator |
| Please join this fireside chat about Andrew Lutfy’s life and what he built. His retail empire, the Four Seasons hotel, his real estate empire and his mega project ROYAL MOUNT. |
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| 11:25 – 11:50 AM | Balanced Growth: A Strategic Approach to Maximizing Returns and Minimizing Risk for HNW and UHNW Families |
| Jacques Maurice, Senior Wealth Advisor, Scotia Wealth Management |
| Smart Credit: Liquid Alternatives to Strengthen Private Debt Portfolios |
| Marc-André Gaudreau CPA, CGA, CFA, Vice President & Senior Portfolio Manager, Scotia Global Asset Management |
| Pierre Laboursodière, EVP Eastern Canada, Scotia Wealth Management Private Banking |
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| 11:50 – 12:20 PM | A Historical Inflection Moment |
| Hon. Irwin Cotler, Former Minister of Justice & Attorney General of Canada |
| We are facing an almost unprecedented moment of inflection, where we are witnessing an intensifying Axis of Aggression, the backsliding of democracies, mass atrocity crimes and an ongoing culture of impunity. This talk will summarize the crisis inflection points and also the agenda for action to combat it. |
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| 12:20 – 12:30PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance |
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| 12:30 – 01:30 PM | Lunch |
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| 01:30 – 02:00 PM | Women in Leadership |
| Danièle Henkel, Founder & CEO, Henkel Media – Moderator |
| Claudine Bouchard, Executive Vice President & Chief Operating and Infrastructure Officer, Hydro‑Québec |
| Alice Minying Wu, Founder & President, Groupe Boda |
| Nawel Mahieddine, Vice President, Daniele Henkel Productions |
| This panel is going to demonstrate the reality of women rising as leaders in different industries. They are going to share their experience in different industries and different contexts of work but that still have similarities. |
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| 02:00 – 02:30 PM | Success & Transitions |
| Patricia Saputo, Co-Founder, Executive Chairperson of the Board & Strategic Advisor, Crysalia; Chair of Tiger 21 Montreal – Moderator |
| Claudie Bélisle-Desjardins, Second Generation, Notary, Entrepreneur, & Real Estate Investor |
| Dr. Tony Nimeh, Physician, Entrepreneur, Real Estate Investor & Business Consultant |
| Getting to know why members decide to join Tiger 21, a peer to peer learning group, after success is achieved. Gaining insights and a closer look at the story of 2 Tiger members. |
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| 02:30 – 02:50 PM | From Small Beginnings to Nationwide Success – The Mandy’s Story |
| Mandy Wolfe, Founder & Co-Owner, Mandy’s |
| Rebecca Wolfe, Founder & Co-Owner, Mandy’s
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| This panel is a recap of the past twenty years in business, what its like working with family, starting from scratch, learning along the way, and growing and scaling your business. |
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| 02:50 – 03:05 PM | Five Mega Trends for the Next 10 Years and How to Find Happiness |
| Philippe de Gaspé Beaubien III, CEO & Chairman, T Investment Corporation |
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| 03:05 – 03:30 PM | Technology and Entrepreneurship Through the Generations |
| Sir Terence Hedley Matthews, Business Leader & Tech Innovator; Chairman, Wesley Clover International |
| Owen Matthews, Chairman, The Alacrity Foundation – Moderator |
| A founder and a second generation successfully working in the same business. Sir Terry Matthews and his son Owen Matthews will discuss their dynamic of working together in their family office’s technology investment group. How they work independently, yet create value together. They will also share where they see emerging trends in the venture capital markets. |
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| 03:30 – 04:30 PM | Cocktail |
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