| 08:00 – 09:00 AM | Networking Breakfast |
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| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| Mirela Sula, Founder & CEO, Global Woman Magazine and Global Woman Club – Conference Moderator |
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| 09:10 – 09:40 AM | Women Entrepreneurship Panel |
| Mirela Sula, Founder & CEO, Global Woman Magazine and Global Woman Club – Moderator |
| Dr. Kellyann Petrucci, Founder, DrKellyann.com |
| Michael Graziano, Co-Founder, Mindful Agency |
| Deborah Henderson, Founder & CEO, Centre for Inspired Leadership |
| Ian Speirs, Director, Global Man Club |
| This panel will discuss how leaders in family offices navigate financial crises and market downturns, the role of decisive leadership in protecting and growing family wealth as well as lessons learned from past financial disruptions and how to apply them to future challenges. It will also discuss ‘Why It Matters’: Leaders who can guide their offices through volatility ensure long-term wealth preservation and growth. |
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| THE INVESTMENT SESSION |
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| 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. |
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| 09:50 – 10:00 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, CEO, Stingray Therapeutics |
| If you are diagnosed with metastatic colorectal cancer, you odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. |
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| 10:00 – 10:10 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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| 10:10- 10:20 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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| 10:20 – 10:50 AM | The Real Estate Panel |
| Jacob Iftah, Founder & Managing Partner, Kin Capital Partners – Moderator |
| Jordan Carlson, President, Anthem Holdings Canada; Senior Vice President, Investment Group, APG |
| Sasha Faris, President & Founder, First Track |
| Ronald C. Shon, 2nd Generation and President, Shon Group of Companies |
| 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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| 10:50 – 11:20 AM | Coffee Break |
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| 11:20 – 11:45 AM | From Plenty of Fish to Plenty of Grapes: A Fireside Chat with One of Vancouver’s First Successful Tech Entrepreneurs |
| Markus Frind, Founder, Plenty of Fish; CEO & Board Director, Cymax Group |
| Sam Yagan, Founder & CEO, Fifth Star Inc.; Former CEO, ShopRunner and the $10 Billion Match Group – Moderator |
| Join us for an exclusive fireside chat with Markus Frind, Vancouver’s under-the-radar visionary behind the groundbreaking dating site “Plenty of Fish.” Now the founder of Frind Estate Winery, North America’s first beachfront winery, Markus has combined his passion for technology and agriculture to create one of the most technologically advanced wineries in the world. Learn how this low-profile innovator transitioned from revolutionizing online matchmaking to crafting distinctive wines on the historic Bennett Property in West Kelowna, all while drawing on his 500-year family farming legacy. |
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| 11:45 – 11:55 AM | Building a Holding Company to Address a Major Gap in the Private Equity Market |
| Sam Yagan, Founder & CEO, Fifth Star Inc.; Former CEO, ShopRunner and the $10 Billion Match Group |
| Over the past seventy years, private equity has expanded to cover nearly every market segment, including deploying over half a trillion dollars annually in technology investments. However, the majority of this capital is concentrated within enterprise and B2B, leaving consumer technology largely overlooked, with less than 20% of capital allocated to these companies. We created Fifth Star to fill this gap. With decades of experience building and leading consumer-focused businesses such as SparkNotes, OkCupid, Match, Tinder, ShopRunner, SpotHero, and Grindr – along with critical years at IAC (NASDAQ:IAC) – Sam Yagan has launched Fifth Star to acquire and operate lower-middle-market consumer technology companies and unlock value in this often-ignored segment of the market. |
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| 11:55 – 12:15 pM | What’s Your Precious Metals Strategy? |
| David Awram, Co-Founder & Director, Sandstorm Gold Royalties |
| Gold and other precious metals have thrived in 2024, yet there is still significant growth potential. With ongoing inflationary pressures, rising national debt, and geopolitical tensions, the case for gold has never been stronger. Join David Awram, co-founder of Sandstorm Gold Royalties and a pioneer in the royalty space, to learn how royalty companies can deliver better risk-adjusted returns for those seeking exposure to gold. |
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| 12:15 – 12:35 PM | The Precious Base Metal: Copper’s Role in a Sustainable Tomorrow |
| Erfan Kazemi, President & CEO, Horizon Copper |
| Copper is powering the energy transition and technology advancements. With soaring demand for renewable energy, electric vehicles, and artificial intelligence infrastructure, it is a pivotal moment for copper investment. Join Erfan Kazemi, President & CEO of Horizon Copper as he discusses the growing demand and declining supply of copper and how Horizon is seizing opportunities in this essential market. |
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| 12:35 – 01:35 PM | Lunch |
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| 01:35 – 01:40 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance |
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| 01:40 – 02:05 AM | Fireside Chat: Entrepreneurship in the Second Generation |
| Trevor Matthews, Board Member, Wesley Clover International; CEO, Brookstreet Pictures |
| Owen Matthews, Chairman, The Alacrity Foundation |
| Two brothers discuss working inside the family business of technology investing and expanding into the entertainment industry. |
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| 02:05 – 02:35 PM | The Technology Panel |
| Owen Matthews, Chairman, The Alacrity Foundation – Moderator |
| Karl Swannie, Founder & CEO , Intlabs |
| Kyle Scott, Managing Partner, Emmertech |
| Tech investment overview. From industrial transformation to agriculture and information security, we will discuss the emerging trends in technology and where we are investing. The panel will explore the current market conditions, company valuations and investment terms. |
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| 02:35 – 03:05 PM | Fireside Chat: Shaping Tomorrow – STEM Education and Leadership |
| Mike Gelbart, Co-Founder & Principal, VISST |
| Dina Wachtel, Vice President, Community Affairs, Canadian Friends of Hebrew University – Moderator |
| This fireside chat explores Dr. Mike Gelbart’s journey from academia to co-founding a STEM-focused high school, highlighting his decision to prioritize education over profit. It delves into the future of work, the importance of fostering critical thinking in students, and the role of STEM education in addressing global challenges. Dr. Gelbart shares insights on balancing personal fulfillment with societal impact and how families can inspire the next generation of innovators. |
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| 03:05 – 04:00 PM | Cocktail Reception |
