| 08:00 – 09:00 AM | Networking Breakfast |
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| 09:00 – 09:10 AM | Opening Remarks |
| Ms. Linda Sandström, Director of International Events, DC Finance |
| Ms. Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates – Conference Moderator |
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| 09:10 – 09:35 AM | Canada’s Current Epidemic of Mental Illness and Addiction among Children and Youth |
| Ms. Dina Wachtel, Executive Director, Canadian Friends of Hebrew University – Moderator |
| Dr. Yaron Finkelstein, MD, FACMT, Dip. ABCP, Canada Research Chair in Paediatric Drug Safety and Efficacy Professor of Pediatrics, Pharmacology and Toxicology The Hospital for Sick Children, University of Toronto |
| Ms. Rowena Pinto, President & CEO, Jack.org |
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| 09:35 – 09:45 AM | Seeking Disruption for a Positive Impact in Life, Workplace, Science and Philanthropy |
| Ms. Susan Stern, CEO, Weizmann Canada |
| Some see disruption as a source of turmoil, uncertainty or chaos; others know it is a powerful force for good ― one that drives progress, innovation, and positive change. Science thrives in disruption. In this thought-provoking session, Susan will share examples to illustrate how seeking disruption has become a powerful force for good in philanthropy, in science, in the workplace, and in our everyday lives. |
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| 09:45 – 09:55 AM | Technology Investing in Uncertain Markets |
| Mr. Matthew Cross, Managing Director, Kensington Capital Partners Limited |
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| 09:55 – 10:05 AM | Budget 2023: The Impact of the New AMT Rules on Philanthropy |
| Mr. Hugh Woolley, CPA-CA, TEP |
| With the changes to the AMT in the 2023 Federal Budget effective in 2024, Canadian philanthropists and their Wealth & Tax advisors need to revisit their gifting approaches which may be severely impacted by the new rules. Tax expert Hugh Woolley CPA-CA, TEP will discuss these rules within the context of philanthropy and more broadly. |
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| 10:05 – 10:30 AM | The AI Revolution: Risks and Rewards for the High Net Worth Community |
| Mr. Stephen Ibaraki, Chairman & Managing General Partner, REDDS Capital and Founder, UN AI for Good – Moderator |
| Mr. Ronald C. Shon, 2nd Generation and President, Shon Group of Companies |
| Mr. Jamil Dewsi, Startup Operator & Investor |
| Dr. David Hanson, CEO & Founder, Hanson Robotics |
| Artificial intelligence and exponential technologies are transforming industries and presenting both unparalleled opportunities and existential risks for businesses, investments, and family offices. Join our panel of experts as they explore the potential impact of AI on wealth management, investment strategies, next-generation planning, and the broader landscape of the high net worth community. Discover how to harness the power of AI to secure long-term prosperity while mitigating challenges that could redefine the future of wealth. |
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| 10:30 – 11:00 AM | Coffee Break |
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| 11:00 – 11:40 AM | From Family Management to Non Family Business Panel |
| Ms. Kim Collins, Co-Founder & Director, Collins Capital – Moderator |
| Mr. Chuck Sanders, President & CEO, Director, JV Driver Group |
| Mr. Glen Clark, Former President & COO, The Jim Pattison Group |
| Mr. Blaine LaBonte, President |
| A panel discussion about non-family members taking over management of the family business from the perspective of the founder and the “hired gun”. The panel will focus on best practices, advice to founders, how to incentivize non-family CEOs and lessons learned. |
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| 11:40 – 11:50 AM | Uncovering Great Opportunities in a Recessionary Environment
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| Mr. Elie Nour, CFP, CIM, Founder & CEO, Nour Private Wealth |
| This lecture will discuss Nour Private Wealth’s best investment ideas using tactical and diversified trading of equities, fixed income, and alternatives to provide absolute returns throughout any economic cycle. |
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| 11:50 – 12:00 PM | Bold Science for Brain Health |
| Dr. Viviane Poupon, President and CEO, Brain Canada Foundation |
| An introduction to Brain Canada and the invaluable role it plays in funding innovative brain research in Canada. Uncover the impact of Brain Canada’s unique programs and learn about exciting developments in brain research across the country. |
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| 12:00 – 12:30 PM | The Next Gen Panel |
| Ms. Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates – Moderator |
| Mr. Tim Yeung, Next Gen; Associate Advisor, Next Step Advisors |
| Ms. Aliya Rota, CPA, NextGen, Cameron Corporation |
| Mr. Willson Guimont, Next Gen, Speaker |
| As the up-and-coming generation within families, Next Gens have a unique voice and perspective. Come hear from four Next Gens (25-36yrs old), hailing from Vancouver, Calgary, Edmonton, and Seattle, as they discuss the biggest challenges they face, how they are building their own identities, and advice for engaging Next Gens within families. |
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| 12:30 – 12:50 PM | Keynote Speech: What Kind of World do YOU Want to Create – Dare to be a Conscious Cultural Creator! |
| Ms. Mary Ann Thompson, Next Gen of the 7-Eleven Family; Co-Founder/President, The Memnosyne Institute; General Partner, UTF Holdings; President, Eco-Eco/Green Energy |
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| 12:50 – 01:50 PM | Lunch |
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| 01:50 – 02:10 PM | Fireside Chat: The Importance of Innovation, for Society |
| Sir Terence Hedley Matthews, Business Leader & Tech Innovator; Chairman, Wesley Clover International |
| Mr. Owen Matthews, Chairman, Alacrity Canada; General Partner, Wesley Clover – Moderator |
| A conversation with Sir Terry Matthews about the importance of innovation in society and its impact on sustainability and wealth generation. |
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| 02:10 – 02:40 PM | The Real Estate Panel |
| Mr. Tim Yeung, Next Gen; Associate Advisor, Next Step Advisors – Moderator |
| Ms. Tina Naqvi-Rota, 2nd Generation; CEO, Cameron Corporation |
| Mr. Sasha Faris, President & Founder, First Track |
| Mr. Cyrus Navabi, Managing Director, Qualex-Landmark |
| Mr. Ryan Berlin, Senior Economist & Director of Intelligence, rennie |
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| 02:40 – 03:00 PM | Philanthropy: from Generation to Generation |
| Mr. Ezra S. Shanken, CEO, Jewish Federation of Greater Vancouver |
| Mr. Alex Cristall, Chair, JWest Capital Campaign; President, Cristall Group Investments |
| Ms. Lana Marks Pulver, Past Annual Campaign Chair and Incoming Board Chair, Jewish Federation of Greater Vancouver |
| Leaders of the Vancouver Jewish community discuss the importance of intergenerational philanthropy and speak to how Jewish culture inspires intergenerational giving. |
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| 03:00 – 03:20 PM | Emotional Intelligence in a Chat Bot World |
| Mr. David C. Bentall B. Comm., Founding Principal, Next Step Advisors |
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| 03:20 – 04:20 PM | Cocktail Reception |
