| 08:00 – 09:00 AM | Networking Breakfast | ||
| 09:00 – 09:05 AM | Opening Remarks | ||
| Alana Stott, MBE, Founder & CEO, Blue Rose Foundation – Conference Moderator | |||
| 09:05 – 09:30 AM | The Real Estate Panel | ||
| Jacob Iftah, Founder & Managing Partner, Kin Capital Partners – Moderator | |||
| Sasha Faris, President & Founder, First Track | |||
| Ron Shon, 2nd Generation and President, Shon Group of Companies | |||
| Michael Ferreira, SVP, Finance & Corporate Affairs, Anthem Properties Group | |||
| 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. | |||
| 09:30 – 09:50 AM | Aeternus: Enhancing Wealth for Generations | ||
| Jill Huls, BCom, MBA, CFP, President & Chief Operating Officer, Aeternus Advisory | |||
| Ryan P. Mackiewich, CPA, CA, FEA, Senior Advisor & Advanced Planning, Aeternus Advisory | |||
| Working with Canada’s wealthiest families to enhance their wealth for generations is our specialty. We believe that insurance, properly engineered, is not an expense; it is the most powerful financial instrument ever created. We also believe insurance in this space requires an approach more aligned to a professional services firm than a traditional life insurance brokerage. Join us to learn more! | |||
| 09:50 – 10:05 AM | Real estate investing: Debt vs Equity: Navigating the challenges of today | ||
| Ches Hagen, CEO, AP Capital | |||
| Residential real estate today faces a range of widely different challenges and opportunities. After more than a decade of “can’t lose in real estate” where all boats float in a rising tide, today there are challenges that some sectors are facing more severely than others. We’ll explore debt vs equity and where the opportunities continue to be available to investors. | |||
| 10:05- 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. | |||
| 10:20 – 10:50 AM | Reputational Security; Why Brands Matter? | ||
| Ido Aharoni, Diplomat, Advisor & Investor | |||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | |||
| 10:50 – 11:20 AM | Coffee Break | ||
| 11:20 – 11:50 AM | A Learning Journey – How a Family Office Can Support a Learning Family | ||
| Margaret-Jean Mannix, Chairman, Viridian Family Office | |||
| Margaret-Jean has been engaged in her family’s Family Office for thirty years, and through that experience she has been on a “Learning Journey”. One mandate of the Family Office was to craft and identify opportunities for family members to engage in life-long learning and to educate the next generation of family members on business, philanthropy and professional development. She will share some highlights for three such learning opportunities. 1. The generational transition of a philanthropic foundation. 2. Professional development facilitated by a business tour of China. 3. Supporting next generation members to become owners. | |||
| 11:50 – 12:20 PM | Hidden Economies: Human Trafficking, Power, and the Role of Private Capital | ||
| Dean Stott, MBE, Former British Special Forces Soldier, Philanthropist, Global Security Expert & Humanitarian | |||
| Alana Stott, MBE, Founder & CEO, Blue Rose Foundation | |||
| Ric Escobedo, LCSW, Chief of Strategy, KIERI Consulting | |||
| Casandra Diamond, Founder, Anti Human Trafficking Specialist, BridgeNorth Women’s Mentorship & Advocacy Services | |||
Modern slavery is not confined to distant borders, it exists within our cities, industries, and online spaces. This panel brings together global leaders, law enforcement, and survivors to uncover how human trafficking operates as one of the world’s largest illicit economies, that is predicted to become a half a trillion dollar industry by 2026. We’ll explore the intersections between organized crime, digital exploitation, and systemic inequities and discuss how business leaders, investors, and policymakers can use their influence to dismantle trafficking pipelines and fund prevention at the source. | |||
| 12:20 – 01:30 PM | Lunch | ||
| 01:30 – 02:00 PM | Donor Advised Funds for Impact | ||
| Michael Meehan, Co-Founder, Forum for Impact | |||
| Richard Muller, Board Chair, Impact United Academy | |||
| 02:00 – 02:30 PM | Politics in Canada: Cause & Effect | ||
| Rachael Segal, VP, B.C. Lead & General Counsel, Enterprise Canada | |||
| 02:30 – 03:00 PM | Cocktail | ||
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