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Agenda 2023

08:00 – 09:00 AM Breakfast & Networking
09:00 – 09:10 AM Opening Remarks
Effi Gez, Director, The Family Office Club, DC Finance
Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates – Conference Moderator
Nicholas Jeanes, EVP & Managing Partner, Asset Management, KV Capital
09:10 – 09:40 AM Real World Tech – Success Stories in AgTech
Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator
Alison Sunstrum, CEO, CNSRV-X Inc.
Remi Schmaltz, Founder & General Partner, Koan Agtech Capital
Too often we talk about the “tech industry” as if it were something totally new, but this couldn’t be further from the truth. We don’t need to turn our backs on the industries that have created Alberta — hear from two entrepreneurs who have built companies from the ground up, exited, and who are now investing in the future of this province. 
09:40 – 09:50 AM Technology and Life Science
John Dvor, EVP, North America, Pluri Inc.
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. 
09:50 – 10:00 AM CWB Wealth
Aaron Hector, Private Wealth Advisor, CWB Wealth
Aaron Hector will be providing an estate planning discussion, specifically relating to the potential use of a corporate executor. He will talk about why someone might use a corporate executor, how to establish this structure, and what the expected fees would be at various net worth levels. Mr. Hector will also talk about the process that he uses with his clients to guide them through the decision and selection process when they are contemplating incorporating a corporate executor into their estate plans.
10:00 – 10:10 AM AMT – Taxing the Rich’s Generosity
Danny Mah, Head, Energy, PearTree Canada
This practical information session will cover real-life examples of the impact of the new AMT changes to the Income Tax Act prior to becoming law on January 1, 2024. This session is a must-attend for HNW families – especially those committed to philanthropic causes, their tax professionals, financial advisors, and anyone interested in understanding the implications of these changes on Canada’s financial landscape.
10:10 – 10:25 AM Setting Families up for Multi-Generational Success
Dr. Donna Finley, Senior Drucker Fellow & President, Finley & Associates
For over four decades Dr. Donna Finley of Finley & Associates has been working with high net worth families in developing strategies and programming for multi-generational success. Donna will highlight common misperceptions in distinguishing between a family business and a family office. Conducting a deeper dive, Donna will carry you through four key areas of family office governance, an understanding of family office cultural archetypes, and core characteristics of a “business family”, all which are foundational elements for multi-generational success. 
10:25 – 10:55 AM Coffee Break 
10:55 – 11:05 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 of the activities that the Family Office undertook to engage next generation members on Learning Journeys that supported both individuals and the family as a whole.
11:05 – 11:25 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. 
11:25 – 11:45 PM 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.
11:45 – 11:55 AM Why invest in Venture Capital? Why Canada? Why now?
Kenndal McArdle, Principal, Pender Ventures
Venture Capital in Canada is the key to unlocking the future of innovation and technology. It is part of an asset allocation strategy that investors should not overlook. With a growing tech ecosystem, a robust talent pool and supportive government initiatives, Canada is a prime destination for leading edge startups. Investing in this vibrant landscape means participating in the next wave of disruptive technologies. In this session, Kenndal will share their passion for this asset class and why you may want to learn more.
11:55 – 12:05 PM Finding, Landing, and Motivating People
Adam Pekarsky, Founding Partner, Pekarsky & Co.
In any organization the single most important asset is the people. With rapidly changing workplace demographics, employer expectations and employee engagement, staying focused on matters of recruitment and retention has never mattered more. Adam Pekarsky, a self-described ‘recovering lawyer’ turned executive recruiter and small business owner will share lessons learned over his nearly 25 years of experience recruiting and retaining the best talent for his clients as well as leading and running his own award-winning firm.
12:05 – 12:30 PM Real Estate – Market Update and Diversification Strategy
Tina Naqvi-Rota, CEO, Cameron Corporation – Moderator
Mike Stante, Partner, Stante Real Estate Marketing
Rohit Gupta, President of Rohit Group of Companies; Member on the Business Council of Alberta
Ron Shon, President, Shon Group of Companies and Founding Managing Partner, REDDS Capital
This panel of experts will provide discussion and insight on what is currently happening in the real estate markets of Edmonton, Calgary, and Alberta as a whole.  Plus, while many families use real estate as their primary business operations, others use it as a means of diversification.  The panel will touch on this diversification to and from real estate.
12:30 – 01:30 PM Lunch
01:30 – 02:00 PM Next Gen Panel
Rebecca Finley-Schidlowsky, Next Gen, Speaker & Facilitator, Finley & Associates Ltd. – Moderator
Jeff Shon, CEO, Fund Manager & Due Diligence Lead, REDDS Capital
Aliya Rota, CPA, NextGen, Cameron Corporation
Phoebe Heard, Studio Head, Artists Within Makeup Academy
As the up-and-coming generation within families, Next Gens frequently face pressure, anxiety, and challenges that are not always understood by older generations. Listen to these Next Gens share their stories and strategies to help families better engage and set this generation up for success.
02:00 – 02:10 PM 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 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.
02:10 – 02:20 PM Beyond Death & Taxes: What’s your Legacy?
Allison McCollum, Partner, MLT Aikins LLP
Family succession planning has many opportunities and pitfalls.  Having a clearly defined legacy acts as a foundation for families to achieve lasting success.
02:20 – 02:40 PM Fireside Chat with Glen Clark
Glen Clark, Former President & COO, The Jim Pattison Group
Chuck Sanders, President & CEO, Director, JV Driver Group – Moderator
Reflections on leadership, culture, and business at The Jim Pattison Group: A fireside chat with former president & COO Glen Clark.
02:40 – 02:50 PM Family Governance – Where it Fits in a Family Business
Danielle Saputo, Advisor, Author, Owner, 3rd Generation, President Danuto Holdings
Governance, what is it? Where does it fit in the family? What issues does it face? What are best practices? This session will bring light to these questions. Join Danielle Saputo, 3rd generation of Saputo Inc., owner of Danuto Holdings, author of I Am Enough: Emerging from the Shadows into the Sunlight of her True Self, Family advisor and coach, as she helps to identify the smallest possible next step to take in your family or family enterprise client.
02:50 – 03:20 PM From Family Management to Non Family Business Panel
Kim Collins, Co-Founder & Director, Collins Capital – Moderator
Chuck Sanders, President & CEO, Director, JV Driver Group
Jillene Lakevold, BCom, MBA , CEC, Co-CEO, All Weather Windows
Michael Oshry, Co-Founder, FIRMA Foreign Exchange and Founder & CEO, Blue Pen Capital
A panel discussion about non-family members taking over management of the family business from the perspective of the founder and the “hired gun”. The panel will focus on best practices, advice to founders, how to incentivize non-family CEOs and lessons learned.
03:20 – 03:50 PM Fireside Chat: Understanding Intelligence – An Alberta Plan
Dr. Richard S. Sutton, Professor, Department of Computing Science, University of Alberta
Cory Janssen, Co-Founder & Co-CEO, AltaML – Moderator
Artificial general intelligence (AGI) is one of the grand ambitions of much machine learning research — the benefits of an artificial intelligence agent that can learn and understand tasks at a near-human level could transform the world as we know it. It would be one of the greatest scientific achievements of all time, argues Amii Fellow, Canada CIFAR AI Chair & Chief Scientific Advisor Rich Sutton, and will happen sooner than we might think.
03:50 – 04:50 PM Cocktail Reception