| 08:00 – 09:00 AM |
Breakfast & Networking |
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| 09:00 – 09:15 AM |
Opening Remarks |
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DC Finance |
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Conference Moderator |
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| 09:15 – 09:35 AM |
Next Gen Panel |
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Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates Ltd. – Moderator |
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| REDDS Capital |
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Jeff |
Shon? |
CEO, Fund Manager & Due Diligence Lead
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Casey Kennedy |
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Phoebe Heard |
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Aliya Rota, CPA, NextGen, Cameron Corporation |
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| 09:50 – 10:00 AM |
Nour Private Wealth Inc. |
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| 10:00 – 10:10 AM |
PearTree Financial Services Ltd. |
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| 10:10 – 10:30 AM |
Lecture |
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Margaret-Jean Mannix, Chairman, Viridian Family Office |
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| 10:30 – 11:00 AM |
Coffee Break |
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| 11:00 – 11:20 AM |
Panel: Professionalizing the Family Business |
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Kim Collins, Co-Founder & Director, Collins Capital – Moderator |
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Chuck Sanders; Michael Oshrey; Glenn Clark; Ben Young(?) |
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| 11:20 – 11:40 AM |
Technology and Life Science |
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Yaky Yanay, CEO & President, Pluri Biotech Ltd. |
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Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. |
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| 11:40 – 11:55 AM |
Building the City Through Alternative Investments |
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Sharon Watkins, CEO & Chief Investment Strategist, Sandstone Asset Management |
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Investing in small businesses in your community can have a double bottom-line of diversification and community growth. This means that you can achieve both financial returns and positive social impact by supporting local entrepreneurs and enterprises. |
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| 11:55 – 12:05 PM |
Sponsor |
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| 12:25 – 12:35 PM |
Setting family businesses up for multi-generational success |
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Dr. Donna Finley, Founder & Lead Strategist, Finley & Associates |
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| 12:35 – 01:35 PM |
Lunch |
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| 01:35 – 02:15 PM |
Technology Panel |
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Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator |
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Richard Sutton |
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| 02:15 – 02:25 PM |
Sponsor |
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| 02:45 – 03:05 |
Real Estate Panel |
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Tina Naqvi-Rota, CEO, Cameron Corporation – Moderator |
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Ron Shon, Malcolm (YEG), xx, and xx? |
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| 03:05 – 03:15 PM |
Family Case Study 1 |
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Danielle Saputo, President, Danuto Holdings |
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| 03:25 – 03:45 PM |
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Yassen Horanszky? |
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Jay Westman? |
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| 03:45 – 04:45 PM |
Cocktail Reception |
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