| 08:00 – 09:00 AM | Networking Breakfast | |
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| 09:00 – 09:05 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | |
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies – Conference Moderator | |
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| 09:05 – 09:30 AM | The Real Estate Panel | |
| Jacob Iftah, Founder & Managing Partner, Kin Capital Partners – Moderator | |
| Adam Bekhor, Vice President, T.R.L. Investments Limited | |
| Thomas Jacob, Managing Director, K2 Group | |
| Liam Sauro, Partner, Lee Chow Group | |
| Arjun Anand, Director, Anbros Family Office | |
| 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. | |
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| 09:30 – 09:40 AM | Why Mid-Market Real Estate Assets Outperform Throughout Every Cycle | |
| Sorab Gill, Vice President, Head of Capital Formation & Investor Relations, Canadian Urban | |
| The commercial real estate industry often evaluates properties based on their specific usage, such as office, retail, industrial, or multi-family. However, a more effective approach is to focus on mid-market-sized assets valued between $20 million and $60 million, which consistently outperform their counterparts regardless of usage. This presentation will explore the rationale and data supporting a specialization strategy centered around mid-market properties. | |
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| 09:40 – 10:00 AM | Private Real Estate Strategies as a Tool for Wealth Accumulation and Capital Preservation | |
| Lawrence Raponi, Vice President, Lankin Investments | |
| This presentation explores how private investments can be effectively used grow and preserve wealth in ways that conventional investments fall short. | |
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| 10:00 – 10:10 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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| 10:10 – 10:30 AM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies | |
| Dr. Howard Berman, Founder and Executive Chairman, Coya Therapeutics Inc. | |
| Evan Chrapko, Founder, Chairman & CEO, Trust Science | |
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| 10:30 – 11:00 AM | Coffee Break | |
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| 11:00 – 11:20 AM | Keynote Lecture: Climate Tech | |
| Benjamin Z. Bronfman, Family Member & Founding Partner, Global Thermostat | |
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| 11:20 – 11:30 AM | Market Expansion of Desmopressin: Oncology and Bleeding Disorders | |
| Rick Jeysman, President, KVR Pharmaceuticals Inc. | |
| Desmopressin is a life-saving drug long used to treat rare bleeding disorders. Now, promising new research is revealing its potential to slow the spread of certain cancers, including breast and prostate, and offer new hope where few treatments exist. This safe, well-known medicine could help prolong life and improve the quality of life for patients suffering from aggressive cancers. | |
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| 11:30 – 11:40 AM | Profit with Purpose: Investing in Women Who Are Building the Communities of Tomorrow | |
| Judi Paré, President & CEO, Plentitude Inc. | |
| Discover how women-led firms are reshaping the future of investing through purpose-driven strategies and community-focused capital. In this session, Judi Pare shares her journey and how Plentitude is building long-term value through real estate, leadership, and inclusion. Learn how investing in women isn’t just good ethics — it’s smart business. | |
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| 11:40 – 11:50 PM | Black Creek Global Credit: A durable and focused process to invest in corporate bonds over the long-term | |
| Richard Schulte-Hostedde, Global Fixed Income, Black Creek Investment Management Inc. | |
| Zero-interest rate policy, massive fiscal spending, and inflation have challenged fixed income investors since the Financial Crisis. Black Creek brings decades of research and experience with global winning businesses to corporate credit. The Black Creek Global Credit strategy leverages this experience to deliver a portfolio of higher income corporate bonds with lower risk to long-term investors. | |
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| 11:50 – 12:00 PM | Family Harmony, P&C Insurance | |
| Brooke Hunter, President & CEO, Hunters International Insurance | |
| Explore often-overlooked property-casualty insurance issues that can affect family harmony, estate planning, and personal security. Drawing on her experience as an estate executor and her firm’s work with high-net-worth families, she’ll highlight the importance of proactive, sensitive planning. She’ll also provide an insurance market outlook for North America and the GTA, along with strategic insights. | |
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| 12:00 – 12:15 PM | Why Multi-Manager for Private Equity | |
| Michael Bailey, Portfolio Manager, Alternatives Products, Fidelity Investments | |
| This session will provide an overview of accessing private equity through a multi-strategy approach. Topics covered will include general advantages, portfolio construction, manager selection process, and examples of active management in private companies. | |
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| 12:15 – 12:35 PM | Conscious Capital and True Impact Redefining Wealth with Purpose and Passion. | |
| Rebecca Nicholson, Foundation Director & Wellness Advisor, Prime Quadrant – Moderator | |
| Bruce Croxon, Founder, Round 13 Capital & 13th Round Fight For Life | |
| Dr. Samantha Nutt, Founder & President, War Child Canada / War Child USA | |
| Neeraj Jain, Entrepreneur and Investor | |
| This powerful conversation will explore how families of wealth are shifting from transactional philanthropy to transformational giving — aligning values, vision, and capital to drive authentic impact. Together, we’ll examine how consciousness — the awareness of self, others, and the interconnected systems we live in — can inform how we give, invest, and lead. This dialogue will uncover how intentional action and expanded awareness can create ripples of lasting change — not only in the world, but within ourselves and our families. Moderated by Rebecca Nicholson, this panel invites an honest, forward-thinking conversation about legacy, responsibility, and the opportunity to lead with heart in a time that calls for deep healing and conscious leadership.
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| 12:35 – 01:30 PM | Lunch | |
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| 01:30 – 01:35 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | |
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| 01:35 – 01:55 PM | Activating Land in a Stalled Market through creating social and economic value | |
| Drew Toth, Founder & Director, Elevate Living Inc. | |
| Walter Sendzik, Principal, 12M Solutions | |
| Join former mayor Walter Sendzik, current business leader and radio host, and Drew Toth, founder of Elevate Living REIT, as they walk through how to activate land exits in this stalled market through delivering strong social wins for the community. | |
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| 01:55 – 02:15 PM | Reputational Security; Why Brands Matter? | |
| Ido Aharoni, Diplomat, Advisor & Investor | |
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| 02:15 – 02:45 PM | Global Market Outlook: Navigating Uncertainty | |
| Andy Nasr, Chief Investment Officer, Scotia Wealth Management | |
| SVP and Chief Investment Officer, Global Wealth Management at Scotiabank for a discussion on the current market conditions, implication of tariffs, and their potential effects on global portfolios. | |
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| 02:45 – 03:05 PM | Change Equals Opportunity… Be the CEO of Your Life | |
| James W. Keyes, Former CEO, 7-Eleven, Inc; Former Chairman & CEO, Blockbuster, Inc; Chairman, Key Development LLC | |
| Change is the very essence of the role of a CEO. Keyes has coined the acronym C.E.O. (Change Equals Opportunity) to reflect on the importance of embracing change for the success of a chief executive in leading any organization forward. Change is a way of life and creates opportunities for those companies that embrace it. He offers a roadmap for embracing change throughout our lifetimes with his C-Suite of Learning. This includes understanding what to learn, how to learn, and most critically, why it’s important we learn. | |
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| 03:05 – 03:25 PM | Love in Action with Arkaya Moves: Alchemizing Capital to foster personal and collective healing and Build a Future That is Bright | |
| Lauren Albert, Founder + Chief Executive Optimist, Impact Giving; Founder + Steward, Arkaya Moves – Moderator | |
| Kate Taylor Martin, Founder & CEO, Nutbar | |
| Dave Sorbara, Co-Founder, Reverb Venture Partners | |
| In a world that is abundant, humanity has never been more disconnected from nature and ourselves. In this heart opening dialogue, we will begin to broaden our understanding of what it means to truly feel nourished. By merging the rigour of science with our individual and collective capacity to heal from within, we are reminded of the power that we all have to transform our health and our world. Together, we will explore what true abundance looks like and dive into the various ways that we can nourish our hearts and minds to achieve this state – where music becomes medicine, light becomes language, vibration becomes transformation and love becomes the source of all life. Together, we will redefine what it means to lead a purpose driven life through your giving and through your wealth and offer tangible examples of how we can all better align our assets with our values. Finally, we will address the catalytic role that capital will need to play if we are to build a future that is bright – for our children and our children’s children. | |
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| 03:25 – 04:15 PM | Cocktail | |
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