| 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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Jeff Shon, CEO, Fund Manager & Due Diligence Lead, REDDS Capital |
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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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| 09:35 – 09:45 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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| 09:45 – 09:55AM |
Nour Private Wealth Inc. |
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| 09:55 – 10:05 AM |
PearTree Financial Services Ltd. |
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| 10:05 – 10:25 AM |
Lecture |
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Margaret-Jean Mannix, Chairman, Viridian Family Office |
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| 10:25 – 10:55 AM |
Coffee Break |
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| 10:55 – 11:15 AM |
Panel: Professionalizing the Family Business |
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Kim Collins, Co-Founder & Director, Collins Capital – Moderator |
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Michael Oshrey; |
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Chuck Sanders, President & CEO, Director, JV Driver Group |
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Glen Clark, President & COO, The Jim Pattison Group |
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| 11:15 – 11:35 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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| 11:35 – 11:55 AM |
Institutional Uses of Exchange Traded Funds |
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Bobby Eng, Senior Vice President Head of Platform & Institutional ETF Distribution, Franklin Templeton Investments |
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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. |
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| 11:55 – 12:20 PM |
TBA |
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| 12:20 – 12:30 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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| 12:30 – 01:30 PM |
Lunch |
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| 01:30 – 01:50 PM |
Fireside Chat |
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Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator |
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Dr. Richard S. Sutton, Professor, Department of Computing Science, University of Alberta |
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| 01:50 – 02:40 PM |
TBA |
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| 02:40 – 03:00 |
Real Estate Panel |
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Tina Naqvi-Rota, CEO, Cameron Corporation – Moderator |
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Mike Stante |
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Rohit Gupta |
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Ron Shon |
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| 03:00 – 03:10 PM |
Family Case Study 1 |
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Danielle Saputo, President, Danuto Holdings |
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| 03:10 – 03:30 PM |
Technology Panel |
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Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator |
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| 03:30 – 04:30 PM |
Cocktail Reception |
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