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October 17th, 2023

The Ranchmen's Club, Calgary, Alberta

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Agenda 2023

08:00 – 09:00 AM Breakfast & Networking
09:00 – 09:15 AM Opening Remarks
DC Finance
Conference Moderator
09:15 – 09:35 AM Next Gen Panel
Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates Ltd. – Moderator
Jeff Shon, CEO, Fund Manager & Due Diligence Lead, REDDS Capital
Casey Kennedy
Phoebe Heard
Aliya Rota, CPA, NextGen, Cameron Corporation
09:35 – 09:45 AM Technology and Life Science
Yaky Yanay, CEO & President, Pluri Biotech Ltd.
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. 
09:45 – 09:55AM Nour Private Wealth Inc.
09:55 – 10:05 AM PearTree Financial Services Ltd.
10:05 – 10:25 AM Lecture
Margaret-Jean Mannix, Chairman, Viridian Family Office
10:25 – 10:55 AM Coffee Break 
10:55 – 11:15 AM Panel: Professionalizing the Family Business
Kim Collins, Co-Founder & Director, Collins Capital – Moderator
 Michael Oshrey;
Chuck Sanders, President & CEO, Director, JV Driver Group
Glen Clark, President & COO, The Jim Pattison Group
11:15 – 11:35 AM Building the City Through Alternative Investments
Sharon Watkins, CEO & Chief Investment Strategist, Sandstone Asset Management
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. 
11:35 – 11:55 AM Institutional Uses of Exchange Traded Funds
Bobby Eng, Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton Investments
Institutional investors have been using ETFs for decades in a variety of different strategies. In fact, ETFs are among the fastest growing investment vehicles in institutional portfolios and will play an important role in portfolio construction and asset allocation for years to come. This session will review the most commonly used ETF strategies and discuss liquidity and trading considerations. Gain perspective on how these tools can help provide precise exposure in a low cost, transparent and tradable way.
11:55 – 12:20 PM TBA
12:20 – 12:30 PM Setting family businesses up for multi-generational success
Dr. Donna Finley, Founder & Lead Strategist, Finley & Associates
12:30 – 01:30 PM Lunch
01:30 – 01:50 PM Fireside Chat
Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator
Dr. Richard S. Sutton, Professor, Department of Computing Science, University of Alberta
01:50 – 02:40 PM TBA
02:40 – 03:00 Real Estate Panel
Tina Naqvi-Rota, CEO, Cameron Corporation – Moderator
Mike Stante
Rohit Gupta
Ron Shon
03:00 – 03:10 PM Family Case Study 1
Danielle Saputo, President, Danuto Holdings
03:10 – 03:30 PM Technology Panel
Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator
03:30 – 04:30 PM Cocktail Reception