08:00 – 09:00 AM | Networking Breakfast |
09:00 – 09:10 AM | Opening Remarks |
Denny Chared, Founder & CEO, DC Finance | |
Nick Bakish, Founding Partner, Group RMC – Conference Moderator | |
09:10 – 09:30 AM | Fireside Chat: Investing with Principle |
Miles S. Nadal, Founder, Peerage Capital Group | |
Denny Chared, Founder & CEO, DC Finance – Moderator | |
Peerage Capital is a family office with extensive holdings in the North American luxury residential re-sale business, as well as the storage and wealth management sectors. Founder and Executive Chair, Miles Nadal, adheres to a principle-based approach to selecting the entrepreneurial partners who drive growth. He believes that those who are truly passionate about their business will ultimately succeed through every market cycle. | |
09:30 – 09:40 AM | Investing in Blockchain Opportunities (not Crypto) |
Paul Rajchgod, Managing Director, Ayre Ventures | |
Ayre Ventures is among the largest utility blockchain-focused venture capital groups. Investing in high-growth blockchain opportunities – not ‘crypto’ – is our main focus. We will discuss what this means and our approach to investing in blockchain. | |
09:40 – 09:50 AM | Using ETFs like an Institutional Investor |
Bobby Eng, CIMA®, Senior Vice President, Head of Platform & Institutional ETF Distribution, Franklin Templeton Canada | |
Institutional investors use Exchange Traded Funds in a variety of different investment strategies. This session will cover the most used ETF strategies institutional investors employ and how these valuable tools can support portfolio construction and asset allocation for family offices and high net worth investors. | |
09:50 – 10:05 AM | Is Investment Planning Realistically Possible Anymore? |
David Newman, Regional Head, Central Canada, Letko Brosseau | |
With the world changing so rapidly, can financial forecasters accurately predict what the future holds? How do you invest for future generations in such a volatile world? Letko Brosseau offers timeless principles to consider for long term success. | |
10:05 – 10:15 AM | Express Car Washes are Rolling into Canada |
Connor Patterson, Vice President, Asset Management, KEILTY | |
This session introduces one of Canada’s most exciting, emerging alternative real estate investments, express car washes. Poised for significant growth and institutional attention, this session will explore proven strategies, market insights, and compelling opportunities to invest in developing the express car wash market in Canada. | |
10:15 – 10:35 AM | The Real Estate Panel |
Jacob Iftah, Co-Founder & Managing Partner, Kin Capital Partners – Moderator | |
Rafael Lazer, Chief Executive Officer, Almadev | |
Liam Sauro, Partner, Lee Chow Group | |
Adam Bekhor, Vice President, T.R.L. Investments Limited | |
In this session, we’ll be discussing family offices’ views and allocation of real estate within their portfolios and their strategic approach toward risk-adjusted returns across the various asset classes and positions in the cap-table. | |
10:35 – 11:05 AM | Coffee Break |
11:05 – 11:25 AM | Fireside Chat: Wealth Owners Can Lead in The Decarbonization Transition |
Olivier Desmarais, Businessman & Philanthropist | |
Joanna Klimczak, Regional Director Canada, CREO Syndicate – Moderator | |
Fireside chat about the immense opportunity Family Principals have to accelerate the decarbonization transition and enhance our future economy. | |
11:25 – 11:35 AM | Next-Gen Real Estate: Harnessing the Power of Medical Outpatient Buildings to unlock Multi-Family Real Estate Value |
Dr. Greg Appelt, President & Founder, Appelt Properties | |
The lecture will explore the current state of medical real estate and the multi-family rental situation in Canada and will explore the unique intersect as well as synergy between these two demographically backed asset classes. | |
11:35 – 11:45 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 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. | |
11:45 – 11:55 AM | Transforming the Housing Crisis into Opportunity |
Judi Paré, President & CEO, Plentitude Inc. | |
In the face of financial adversity and a failing marriage, Judi navigated the complexities of homeownership as a single mother of three. From the distress of being on the brink of homelessness, she fought relentlessly to provide stability for her family. This journey of resilience and determination fuels her commitment to championing affordable and senior housing initiatives for those facing similar challenges. | |
11:55 – 12:15 PM | Nocor |
Phil Neuman, Founder, Nocor | |
Please join serial entrepreneur Phil Neuman as he introduces his new fund NOCOR which excels in strategically acquiring and liquidating premium “non-correlated” assets like fine art, wine, and luxury watches, among other unique investments. The fund is currently seeking investment through a private placement of short-term to long-term notes, offering extremely competitive rates and terms that adapt to market conditions. | |
12:15 – 12:35 PM | What’s next? Building a Legacy from your Legacy |
David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
Cory Janssen, Co-Founder, Investopedia; Co-Founder & Co-CEO, AltaML | |
Zabi Yaqeen, Founder & President, Muuvment | |
Alan Greenberg, Investor, Developer & Manager of Residential Real Estate | |
Success is relative, and building from your success and legacy even harder because infusing your passions and purpose with new endeavors, and actively putting your time and capital into leading projects comes with inherent risks. Join three experienced leaders in how they navigated their early successes into supporting mission driven companies. | |
12:35 – 01:35 PM | Lunch |
01:35 – 01:40 PM | Introduction to the Family Office Circle |
Denny Chared, Founder & CEO, DC Finance | |
01:40 – 02:00 PM | Crypto, AI, and Psychedelics – The Three Great Forces of Change Today; A Fireside Chat with Dmitry Buterin + Elliott Bayev |
Elliott Bayev, Investor, Systems-Thinker & Author – Moderator | |
Dmitry Buterin, Entrepreneur | |
The world is changing rapidly, influenced by the rise of new technologies and new paradigms. Hear Dmitry Buterin in conversation with Elliott Bayev as they unpack three of the most impactful recent technological and cultural developments including the rise of crypto, AI, and the growing popularity of psychedelics. | |
02:00 – 02:25 PM | The Future of Health and Wellness |
Rebecca Nicholson, Advisor & Executive Director – Moderator | |
Sanjay Singhal, Founder & Executive Director | |
Nicholas Reichenbach, Founder, Evolver Ventures Inc and Flow Beverage Corp | |
This panel will discuss the importance of investing in health, wellness and psychedelics for personal growth, connection and business success. | |
02:25 – 02:55 PM | Money, Time & Impact |
Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation | |
What you do that’s important to you can be an inspiration to others, including to your family business. Join Sara Crown Star to consider how your resources, passion or time can help others make an impact in their lives. | |
02:55 – 03:15 PM | The Consequences of Hate and Trauma |
Dina Wachtel, Vice President for Community Affairs, The Canadian Friends of Hebrew University – Moderator | |
Dr. Ayelet Kuper, Associate Professor, the Department of Medicine, the University of Toronto | |
Prof. Asher Ben-Arieh, Dean of the Paul Baerwald School of Social Work and Social Welfare, the Hebrew University of Jerusalem | |
Join us for a compelling panel discussion featuring two distinguished experts who integrate academic activism with interdisciplinary approaches in their respective fields. Prof. Asher Ben Arieh, a world-renowned authority on children’s wellness, will discuss innovative practices in treating trauma among children in unique circumstances. Dr. Ayelet Kuper, an Internist MD and Professor at the Faculty of Medicine at the University of Toronto, will address the provocative question: Can doctors feel and express hate toward a social minority? This session promises to offer insightful perspectives on complex issues that impact our society today. | |
03:15 – 03:50 PM | Harnessing AI for Transformational Change |
Mark Minevich, President & Founding Partner, Going Global Ventures – Moderator | |
Tudor Morosan, Founder, Axomath Research Inc | |
Tina Chakrabarty, Global VP – Head of Data & AI Governance, Sanofi Pharmaceuticals | |
Francis Dion, Serial Entrepreneur | |
Adithya Rao, Investment Director, SCALE AI | |
This panel brings together top experts to discuss the transformative impact of AI, strategies for risk mitigation, innovative adoption and growth approaches, and the role of regulations and governance in shaping AI development. Industry leaders will explore the best practices for supporting startups aimed at long-term success. | |