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Tuesday, May 5th, 2026

Le Mount Stephen

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Montreal Family Office & High Net Worth Conference

8:00 - 9:00 AM

NETWORKING BREAKFAST

9:00 - 9:10 AM

Opening Remarks

moderator

Denny Chared

Founder & CEO, DC Finance
moderator

Denny Chared

Founder & CEO, DC Finance

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

speaker

Randall Ettinger, MBA

Real Estate Investor & Developer; President, Randev Holdings Inc.
speaker

Randall Ettinger, MBA

Real Estate Investor & Developer; President, Randev Holdings Inc.

He founded Perspective Real Estate Group, which focused on value-add commercial and industrial projects, and later co-founded Capstone Developments, specializing in urban infill residential development.

Today, in addition to leading Montreal’s TIGER 21 group, Randall remains active in real estate investment and development projects across Canada.

He also serves on the boards of Kehilla (affordable housing) and Friendship Circle (children with special needs), and splits his time between Montreal, the Laurentians, and Florida with his wife, two sons, and their Goldendoodle.

9:10 - 9:25 AM

Building A Brand Today: The Power Of Storytelling

speaker

Jake Karls

Co-founder & Rainmaker, Mid-Day Squares
speaker

Jake Karls

Co-founder & Rainmaker, Mid-Day Squares

Jake Karls is the Co-Founder and Rainmaker of Mid-Day Squares, a modern afternoon snack brand in the better-for-you space.

What started as a condo-kitchen idea is now sold in 10,000 stores across North America, with 70+ million squares sold and a fully automated factory that can produce up to 150,000 bars per day. Mid-Day Squares is known for making delicious snacks and unique marketing approach. 

Jake is a two-time EY Entrepreneur of the Year finalist, a Forbes 30 Under 30 (Food & Beverage), a regular contributor across the media, and a guest lecturer at universities across North America.

In this high-energy keynote, Jake breaks down the art of storytelling; how to actually make people care, stay relevant in a noisy world, and build a brand they remember… So when it’s time to buy, they choose you.
9:25 - 9:35 AM

Venture Philanthropy for Scientific Entrepreneurship

speaker
speaker

Jesse Vincent-Herscovici est président-directeur général de Axelys. Il cumule plus de 15 années d’expérience dans la mise en place de partenariats avec les gouvernements, les institutions académiques et l’industrie issus du milieu de l’innovation.

Jesse Vincent-Herscovici est passionné par l’avancement de l’écosystème d’innovation, la recherche collaborative et la mise en relation des talents et des occasions d’affaires. Son expertise permet d’aider les entreprises, les organisations et les universités à naviguer dans un monde concurrentiel afin de soutenir l’économie du savoir et la création de nouveaux partenariats stratégiques au profit d’une société québécoise toujours plus innovante et prospère.

Avant de rejoindre Axelys, il occupait le poste de Vice-président, Développement des affaires chez Mitacs depuis 2009. Il était également président de l’équipe de direction. Jesse Vincent-Herscovici a siégé sur de multiples comités consultatifs et conseils d’administration tels que : le Concordia Institute for Water, Energy, and Sustainable Systems à titre de président du conseil d’administration, le Centre for Applied Mathematics in Bioscience and Medicine de l’Université McGill, ou encore le Réseau BioFuelNetCanada. Il est actuellement membre de la Fondation de recherche Banting et de l’Institut pour la mobilité et l’aérospatiale du Canada.

Jesse Vincent-Herscovici est titulaire d’un baccalauréat en psychologie et d’une maîtrise ès arts en systèmes d’intervention auprès des personnes de l’Université Concordia.

Jesse Vincent-Herscovici is CEO of Axelys. He has over 15 years of experience in building partnerships with government, academic institutions and industry in the innovation community.

Jesse Vincent-Herscovici is passionate about driving innovation ecosystems, collaborative research, and connecting talent and opportunities. His expertise helps companies, organizations and universities to successfully navigate in a very competitive world to sustain the knowledge economy and the creation of new strategic partnerships for the benefit of an ever more innovative and thriving Quebec society.

Before joining Axelys, he was Vice-President, Business Development of Mitacs since 2009. He was also President of the management team. Jesse Vincent-Herscovici has been a member of multiple advisory committees and boards of directors such as: the Concordia Institute for Water, Energy, and Sustainable Systems as Chair of the Board of Directors, the Centre for Applied Mathematics in Bioscience and Medicine of McGill University, and the BioFuelNetCanada Network. He is currently a member of the Banting Research Foundation and the Institute for Mobility and Aerospace in Canada.

Jesse Vincent-Herscovici holds a B.A. in Psychology and an M.A. in Human Systems Intervention from Concordia University.

Axelys catalyses the transition from academic breakthrough to world-changing companies. We invest where others won’t and have the expertise across each stage of the early-stage valorization chain, ensuring inventions never stay trapped in the lab. Our venture philanthropy fund empowers innovators with the resources to transform and scale their vision into impactful companies. From day one, we instill the capital and strategic rigour necessary to build companies that last.
9:35 - 9:45 AM

Canadian Private Credit Strategies

speaker

Bryan Jaskolka

Founder & CEO, CMI Financial Group
speaker

Bryan Jaskolka

Founder & CEO, CMI Financial Group

Bryan Jaskolka is the Founder and Chief Executive Officer of CMI Financial Group, a leading Canadian private mortgage lender and investment manager. He has played a key role in the growth and evolution of the private lending industry in Canada, with a focus on modernizing mortgage origination, underwriting, and funding processes.
Under his leadership, CMI has expanded its platform to provide real estate-backed investment solutions to a broad range of investors. Bryan has been recognized for his contributions to the industry, including being named Entrepreneur of the Year at the 2021 Canadian SME National Business Awards and a member of the Mortgage Global 100.

This session explores the evolving Canadian private credit landscape, examining current market dynamics and the opportunity set available to private lenders. We will discuss how MIC structures and direct whole loan investments can offer diversification, professional management, and tailored exposure within a portfolio. The conversation will focus on risk considerations and how private residential mortgage strategies can be thoughtfully integrated into a long-term family office allocation framework.
09:45 - 09:55 AM

Long-Term Real Estate Investing

speaker

Marco Tascona

Chief Operating Officer & Partner, Cargo
speaker

Marco Tascona

Chief Operating Officer & Partner, Cargo

Marco Tascona is Chief Operating Officer and Partner at Cargo, a real estate investment platform focused on multiresidential development and long-term asset ownership. With a background in technology and management consulting, Marco combines operational discipline with strong financial acumen to structure and execute complex real estate projects.

He leads investment analysis, financial modeling, acquisitions, and project execution across the Cargo platform, overseeing more than 1,400 units in various stages of development. Marco plays a key role in aligning development strategy with long-term value creation for investors through the Cargo Development Fund and the newly launched Cargo Real Estate Fund.

Marco will present the evolution of the Cargo platform, from a high-performing development fund to the launch of the Cargo Real Estate Fund, a long-term private real estate vehicle focused on stabilized multiresidential assets. The discussion will highlight disciplined capital deployment, risk-adjusted returns, governance structure, and the alignment of interests between operators and investors. The session will also explore how integrated development and ownership can generate durable income and long-term value.
09:55 - 10:20 AM

Inside Family Office Real Estate Allocation Strategies

moderator

Jacob Iftah

Founder & Managing Partner, KIN Asset Management
moderator

Jacob Iftah

Founder & Managing Partner, KIN Asset Management

Jacob is the Founder & Managing Partner of Kin Capital Partners, a global real estate investor, asset manager and advisory firm located in Toronto. Since its inception in Q1 2020, KIN invested in ground-up residential projects with over 9M SF of density alongside top-tier developers and placed ~$1.5B of equity & debt on transactions’ value of $3B+ in its advisory platform. Prior to KIN’s investment platform, Jacob invested in over 20 investments in ground-up developments and value-add projects throughout North America with a completion value of $3.5B+.

Jacob is a known advocate for giving back to the community, serving as on the Executive Committee of UJA and Co-founded TREL, a Toronto-based non-for-profit real estate network with over 3,000 members that leads and raises hundreds of thousands of dollars for various charitable organizations.

speaker

Daniel Dorey

Managing Partner, Onecap Partners Group of Companies
speaker

Daniel Dorey

Managing Partner, Onecap Partners Group of Companies

Daniel has managed strong growth of both public and private enterprises. As a senior executive he coordinated acquisitions, company integration, transaction structuring and financing. Daniel was President of Oxford Quebec where he oversaw the Quebec portfolio, the US portfolio and Oxfords Construction division. Subsequently he was senior VP of Canada Lands Corporation where he was responsible for the Canadian Government’s land holdings in Quebec and the operations of the Old Port of Montreal following which he founded the OneCap group of companies.

Daniel holds an MBA from McGill University a Bachelors Degree from Bishop’s University & a certificate from the Harvard Law Faculty. Daniel presently chairs several Advisory Board and sits as a board member on several Real Estate and Investment Companies.

speaker

Howard Szalavetz

Founder, President & CEO, Howard Szalavetz Properties UL
speaker

Howard Szalavetz

Founder, President & CEO, Howard Szalavetz Properties UL

Howard Szalavetz, Founder, President, and CEO of Howard Szalavetz Properties ULC, graduated from
McGill University in 1992 as a Chartered Professional Accountant (CPA). He is involved in the community
and currently sits on various boards in a volunteer capacity. Howard is also a Board Member of SDC District
Central.
Howard is highly skilled and experienced in property acquisitions. He is intimately involved every step of
the way, beginning with scouting properties, analyzing deals, completing due diligence, reviewing
appraisals, negotiating offers and ultimately closing the deal. His expertise extends beyond acquisitions
and includes 32 years of property management experience, leasing, and renovations in both the residential
and the commercial market.

This session examines how family offices approach real estate allocation, focusing on strategies to generate risk-adjusted returns across asset classes and throughout the capital stack.
10:20 - 10:50 AM

COFFEE BREAK

10:50 - 11:10 AM

Behind Closed Doors: Inside a TIGER 21 Meeting

moderator

Randall Ettinger, MBA

Real Estate Investor & Developer; President, Randev Holdings Inc.
moderator

Randall Ettinger, MBA

Real Estate Investor & Developer; President, Randev Holdings Inc.

He founded Perspective Real Estate Group, which focused on value-add commercial and industrial projects, and later co-founded Capstone Developments, specializing in urban infill residential development.

Today, in addition to leading Montreal’s TIGER 21 group, Randall remains active in real estate investment and development projects across Canada.

He also serves on the boards of Kehilla (affordable housing) and Friendship Circle (children with special needs), and splits his time between Montreal, the Laurentians, and Florida with his wife, two sons, and their Goldendoodle.

speaker

Robert Spector

Entrepreneur & Investor
speaker

Robert Spector

Entrepreneur & Investor

Robert Spector is a Montreal-born entrepreneur who acquired a small company called Bankers Pen Inc. and spent the next three decades building it into a market leader before achieving a successful exit to a private equity firm in 2018. He is a proud father of four daughters and is married to his wife Tina. He holds a BA in Political Science from Concordia and an MBA from the University of New Hampshire. Now transitioning from CEO to Board Chair, Robert is channeling his decades of operational experience into investing and capital allocation through his holding company, SPCTR Capital.

speaker

Patrice Menard

Founder & President , PMML
speaker

Patrice Menard

Founder & President , PMML

Patrice Ménard is the President and Founder of PMML, Quebec’s leading commercial real estate brokerage. Under his leadership, PMML has grown into a multi-service platform spanning commercial brokerage, mortgage brokerage, and commercial insurance brokerage, with eight regional offices across Quebec. Patrice is known for his ability to anticipate market trends and capitalize on growth sectors including commercial, industrial, and land development. His vision extends beyond Quebec, with ambitions to expand PMML’s reach across Canadian and international markets. He is committed to building equity alongside his partners and creating a platform where top talent collaborates to elevate the broader real estate ecosystem.

speaker

Simon Abboud

Entrepreneur, Angel Investor & Real Estate Investor
speaker

Simon Abboud

Entrepreneur, Angel Investor & Real Estate Investor

Simon is a serial entrepreneur and investor with more than two decades of experience building and scaling businesses. He launched his first venture at 19 in direct selling, eventually building a global sales organization across telecom, energy, and other essential services that peaked at nearly $400 million in annual revenue. Following a successful exit, he now backs visionary early-stage founders with capital, mentorship, and strategic guidance, and invests actively in residential and commercial real estate. Outside of business, he is a devoted husband and proud father of two young children.

A look inside the room where accomplished entrepreneurs and investors speak openly about the decisions shaping their lives. In a TIGER 21 meeting, conversations extend beyond portfolios to include family, health, legacy, and the responsibilities that come with significant capital. Panelists will share what it’s like to engage in candid, confidential discussions where trust allows for real questions, honest reflection, and better long-term decisions.
11:10 - 11:20 AM

The Legal Session

speaker

John Israel Galambos

Partner, Private Client Services, Tax, Estate & Family Office Advisory, Miller Thomson LLP
speaker

John Israel Galambos

Partner, Private Client Services, Tax, Estate & Family Office Advisory, Miller Thomson LLP

John Israel Galambos is a partner in Private Client Services at Miller Thomson’s Montréal office. He focuses his practice on corporate and individual taxation, tax and estate planning, wills and trusts, corporate reorganizations, and asset protection. He regularly advises clients on a broad range of tax matters, including asset and share transactions, shareholders’ agreements, and employee stock option plans. John is also frequently sought after to help resolve estate and shareholder disputes, bringing both technical precision and practical judgment to complex situations. His clients include high-net-worth individuals, private companies, single and multi-family offices, public institutions, private foundations, charities, and not-for-profit organizations. 

With over 20 years of experience at national and regional law firms, John Israel Galambos is recognized for delivering practical, strategic solutions to complex tax and estate planning challenges. Before joining Miller Thomson, John served as Co-Leader of the Family Office division (Quebec) at a Big Four accounting firm, where he advised high-net-worth individuals, family offices, and wealth advisors on sophisticated tax and succession planning matters. Known for his clarity, judgment, and collaborative approach, John has become a trusted advisor to high-net worth individuals as well as family office professionals navigating multi-jurisdictional structures, intergenerational wealth transfers, and evolving tax landscapes.

speaker

Jasmine Lothian

Partner, Mergers & Acquisitions, Private Equity & Private Client Services, Miller Thomson LLP
speaker

Jasmine Lothian

Partner, Mergers & Acquisitions, Private Equity & Private Client Services, Miller Thomson LLP

Jasmine Lothian serves as an advisor for both private and public companies in Canada and the United States, with experience in mergers and acquisitions, corporate finance, management strategy, corporate/fund formation and governance. She advises a wide range of industry participants from multinational, to small- and mid-sized companies across all industries with a focus on energy and technology. Jasmine is experienced in representing senior management, boards of directors, acquirors, targets, and special committees in public and private transactions (hostile and friendly) and restructurings– both domestic and cross border.

Jasmine also works with a variety of private wealth and family office clients and their principals/professionals across multiple industries, services and areas of interest.

Jasmine spent the early years of her practice in Calgary, Alberta before expanding her practice to Toronto, Ontario. Jasmine is dedicated to ensuring the success of her clients by leveraging her extensive, cross-country network to facilitate strategic introductions, originate deals, and generate revenue for her clients. 

Jasmine is proud to participate in a diverse range of industry and community organizations, including, among others, the Canadian Energy Law Foundation, DirectHer Corporate Governance, International Energy Law Foundation, University of Calgary Business Venture and various Read to Kids programs. 

Navigating today’s complex legal and tax landscape is critical for preserving and transferring wealth across generations. This session will explore key considerations around estate planning, tax structuring, asset protection, and succession strategies for high-net-worth families and family offices.
11:20 - 11:40 PM

Family Office Circle Club Panel

moderator

Denny Chared

Founder & CEO, DC Finance
moderator

Denny Chared

Founder & CEO, DC Finance

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

speaker

Evan Chrapko

Founder, Chairman & CEO, Trust Science
speaker

Evan Chrapko

Founder, Chairman & CEO, Trust Science

Evan has delivered gains to his shareholders approaching $1B as a serial entrepreneur. He specializes at disrupting old industries with technology (specializing in SaaS) by creating entirely new categories instead of fixing old, broken industries/processes.  A relentless focus on the needs of Evan’s customers and their customers is his secret.  His ability to deliver game-changing, global services with very high value is chalked up to an unholy speed of execution and to keeping things ultra-ultra-simple.

speaker

Mark Putney

Managing Partner, MNM Partners, LLC
speaker

Mark Putney

Managing Partner, MNM Partners, LLC

Mr. Putney is a founding managing partner and a principal of MNM Partners LLC since its inception in 2006. MNM Partners, LLC is a boutique real estate investment firm with discipline, deep market insights and proprietary deal flow which results in value-add, income opportunities for qualified, private investors Mr. Putney evaluates all multifamily and office asset offerings and continues to monitor property performance after closing. He works directly to organize and fund all MNM group investments in the Bay Area and is responsible for raising in excess of $80M through high net worth accredited investors. He has been a fiduciary for over 35 years successfully. He has lived in the Silicon Valley since 1978.

In 1997 he founded TAT Capital Partners, a Silicon Valley, CA. and Zurich Switzerland based venture capital firm raising 2 funds with AUM of $150M. He has served on the Board of Directors for ZF Micro Devices Inc., Surface Interface Inc. (acquired by FEI Company, NASDAQ: FEIC), Optcom Corporation, Scivac Corporation and nLine Inc. He continues to serve as a Band Member with the Band of Angels, Silicon Valley’s oldest seed funding organization. The Band is a formal group of more than 130 former and current high tech executives who are interested in investing their time and money into new, cutting edge, startup companies. The Band has seeded over 225 companies with 50 profitable M&A exits and 9 Nasdaq IPOs. Band members have founded companies such as Symantec, Logitech, and National Semiconductor and been senior executives at the likes of Sun Microsystems, Hewlett Packard, and Intuit.

In 1985 he founded Techsystems Inc. A company in the semiconductor and printed circuit board assembly industry. The company ultimately exceeded $30M in sales annually. Mr. Putney has founded and successfully exited several other businesses in the PCB assembly, electronic product and financial services industries returning well over 200% IRR.

Mr. Putney has been married for 45 years and has two adult children and five grandchildren.

speaker

Dr. Colby Kash

Co-Founder & CEO, Camelot BioCapital
speaker

Dr. Colby Kash

Co-Founder & CEO, Camelot BioCapital
Dr. Colby Kash is the Chief Executive Officer & co-founder of Camelot BioCapital, a biotechnology venture studio and advisory group that seeks to bring technologies to life that increase the human health span. Dr. Kash, author of the Amazon bestseller, The Autoimmune Plague: How to Regain Sovereignty Over Your Body and Life, is trained as a wellness and longevity functional medicine practitioner. A sought-after lecturer on healthcare-related topics, as featured by Young Presidents’ Organization, Authority Magazine, Thrive Global, The Epoch Times, Chiropractic Economics Magazine, and Health Professional Radio. Dr. Kash was a 2024 40 Under 40 Honoree of the University of Florida’s Alumni Association.
speaker

Jonathan Rose

President, License Corporation
speaker

Jonathan Rose

President, License Corporation
Jonathan Rose is an experienced executive and entrepreneur with a focus on professional licensing and venture strategy. He has built a career centered on navigating complex regulatory environments and scaling early-stage companies. As a co-founder and leader at organizations like License Corporation and License Regulator, he has specialized in streamlining compliance and credentialing processes.
His background includes roles in venture capital and strategic advisory, complemented by executive education at Harvard Business School. Rose is recognized for his expertise in negotiation and organizational growth, consistently working at the intersection of business development and regulatory management within the corporate sector.
The Family Office Circle, chaired by Ms. Lisa Silverstein CEO of World Trade Center, convenes a select group of ultra-high-net-worth families representing multi-generational private wealth and diverse sources of capital formation. This session will bring together several Circle members to share perspectives shaped by their unique journeys and evolving investment outlooks, highlighting how experienced principals navigate complexity and interpret the broader forces shaping global opportunities today.
11:40 - 12:00 PM

Keeping AI Safe

speaker

Yoshua Bengio

Co-President & Scientific Director, LawZero; Founder & Scientific Advisor, Mila
speaker

Yoshua Bengio

Co-President & Scientific Director, LawZero; Founder & Scientific Advisor, Mila

Yoshua Bengio is Full Professor of Computer Science at Université de Montreal, Co-President and Scientific Director of LawZero, as well as the Founder and Scientific Advisor of Mila. He also holds a Canada CIFAR AI Chair. Considered one of the world’s leaders in Artificial Intelligence and Deep Learning, he is the recipient of the 2018 A.M. Turing Award, considered to be the “Nobel Prize of computing.” He is the most cited computer scientist worldwide, and the most-cited living scientist across all fields (by total citations).

Professor Bengio is a Fellow of both the Royal Society of London and Canada, an Officer of the Order of Canada, a Knight of the Legion of Honor of France, the Co-Chair of the UN’s Independent International Scientific Panel on AI, and Chair of the International AI Safety Report.

This keynote brings one of the world’s leading voices in AI to the stage to discuss where the technology is truly headed and what it will take to keep it safe, aligned, and beneficial at scale. Drawing on decades of pioneering work, Yoshua Bengio will share a candid perspective on the real risks, responsibilities, and decisions shaping the future of artificial intelligence.
12:00 - 1:00 PM

LUNCH BREAK

1:00 - 1:10 PM

Introduction to Family Office Circle

speaker

Denny Chared

Founder & CEO, DC Finance
speaker

Denny Chared

Founder & CEO, DC Finance

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

The founder of the Family Office Circle will articulate the vision and underlying ethos of the community, emphasizing its role as a curated platform for peer-led engagement among global family offices. He will explore the importance of trusted networks, long-term orientation, and disciplined stewardship in an increasingly complex and interconnected landscape.
1:10 - 1:20 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

speaker

Evan Chrapko

Founder, Chairman & CEO, Trust Science
speaker

Evan Chrapko

Founder, Chairman & CEO, Trust Science

Evan has delivered gains to his shareholders approaching $1B as a serial entrepreneur. He specializes at disrupting old industries with technology (specializing in SaaS) by creating entirely new categories instead of fixing old, broken industries/processes.  A relentless focus on the needs of Evan’s customers and their customers is his secret.  His ability to deliver game-changing, global services with very high value is chalked up to an unholy speed of execution and to keeping things ultra-ultra-simple.

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.
1:20 - 1:40 PM

The Trust Shift: Responsible Speed in the Age of AI

speaker

Denny Chared

Founder & CEO, DC Finance
speaker

Denny Chared

Founder & CEO, DC Finance

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

speaker

Mitch Joel

Co-Founder, ThinkersOne
speaker

Mitch Joel

Co-Founder, ThinkersOne

Mitch Joel lives at the intersection of technology, business transformation and consumer culture. He is the Co-Founder of ThinkersOne, a platform that enables companies to bring personalized thought leadership from world-class experts into meetings, events and off-sites in focused 15-minute bursts. Mitch is also a globally recognized speaker, advisor, author and long-form interviewer whose work helps leaders navigate disruption, understand emerging technologies and rethink how organizations create value.

Before ThinkersOne, Mitch spent nearly three decades in technology and media. He founded and built a digital marketing agency that worked with some of the world’s largest brands and was later acquired by WPP, where he served as President of a firm operating in 25 countries with almost 3,000 employees. Strategy Magazine has called him “one of North America’s leading visionaries.”

Mitch is the bestselling author of Six Pixels of Separation and CTRL ALT Delete, and the host of Thinking With Mitch Joel, one of the longest-running business podcasts in the world. His writing and commentary appear in outlets including Harvard Business Review, Fast Company and Inc. Magazine.

He has delivered thousands of keynotes across both B2B and B2C industries and is a member of Dr. Marshall Goldsmith’s 100 Coaches and the Thinkers50 Radar. Mitch also hosts Groove – The No Treble Podcast, documenting the oral history of electric bass players.

AI is already embedded across business, investment, and decision-making processes. This conversation explores how leaders and family enterprises can adopt AI at speed while maintaining trust, discipline, and long-term value. The focus is on practical integration, responsible decision-making, and navigating rapid change with clarity and confidence.
1:40 - 1:55 PM

Enduring Partnerships: Succession and Stability in Investment Managers

moderator

Jacob Iftah

Founder & Managing Partner, KIN Asset Management
moderator

Jacob Iftah

Founder & Managing Partner, KIN Asset Management

Jacob is the Founder & Managing Partner of Kin Capital Partners, a global real estate investor, asset manager and advisory firm located in Toronto. Since its inception in Q1 2020, KIN invested in ground-up residential projects with over 9M SF of density alongside top-tier developers and placed ~$1.5B of equity & debt on transactions’ value of $3B+ in its advisory platform. Prior to KIN’s investment platform, Jacob invested in over 20 investments in ground-up developments and value-add projects throughout North America with a completion value of $3.5B+.

Jacob is a known advocate for giving back to the community, serving as on the Executive Committee of UJA and Co-founded TREL, a Toronto-based non-for-profit real estate network with over 3,000 members that leads and raises hundreds of thousands of dollars for various charitable organizations.

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Nicolas G. Chevalier, CFA, MBA, ICD.D

Managing Partner, Director, Portfolio Manager, Pembroke
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Nicolas G. Chevalier, CFA, MBA, ICD.D

Managing Partner, Director, Portfolio Manager, Pembroke

With over 25 years of investment experience, he co-leads the Canadian growth and All Cap equity strategies and oversees research in the consumer and industrial sectors. Nicolas also serves as President and CEO ofPembroke Private Wealth Management, guiding the firm’s private clientstrategy and leadership team. Since joining Pembroke in 1997, Nicolas has been instrumental in the firm’sevolution as a boutique investment and wealth management firm. AsManaging Partner, he provides overall leadership and contributes to investment strategies, organizational development and talent mentorship. He chairsPembroke’s Management Committee and is deeply committed to fostering aculture of excellence, collaboration and long-term growth. Nicolas is also President of the Hermitage Club and a Director of the Eric T.Webster Foundation. He enjoys skiing, golf, cycling and time with family andfriends.

 

For family offices investing with a multi-generational mindset, the durability of an investment manager is as important as its performance. This discussion explores succession through the lens of the allocator: why it is so difficult for investment firms to transition successfully, how independence shapes long-term culture and decision-making, and what signals truly indicate continuity versus disruption. We will examine how ownership transitions affect investment philosophy, leadership, and client alignment, and what family offices should look for to ensure their partners are built to endure across generations.
1:55 - 2:00 PM

Next Gen Environmental Leadership

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Benjamin Z Bronfman

Family Member & Founding Partner, Global Thermostat
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Benjamin Z Bronfman

Family Member & Founding Partner, Global Thermostat

African-American entrepreneur focused on Sustainability (Direct Air Capture), Alternative Healthcare (Medical Cannabis), Fin-Tech & equal representation across all industries.

At 24 I realized that there was a tremendous need to remove Carbon Dioxide from the atmosphere. Upon this realization I began researching the developing field known as Direct Air Capture. After researching for about a year and a half I directed one of the the first investments in the entire field into Global Thermostat. I became a founding partner at Global Thermostat and my father became Executive Chairman of GT.

Today, 13 years later, Direct Air Capture is beginning to capture the imagination of investors and the global public. In addition to Global Thermostat, I have overseen various investments in alternative energy, fin-tech and founded my own investment firm focused focused on Health-Care (DGH). DGH structured an investment into Bedrocan International where I have served as a board member since 2018.

After directing over 150M in capital investments I have now founded a new start up focused on accelerative the private and public demand for Direct Air Capture. This new company is called Electric Tree.

I have served on the non-profit boards of Americans for Safe Access, Pioneer Works (founding board member), and Liberty Science Center. I’m currently obsessed with the work being done by the 15 Percent Pledge which is one of the fastest growing non-profits in the United States of America.

Benjamin Bronfman provides unique perspective on the evolving state of carbon removal markets with a preview of new and ground-breaking work in the field.
2:00 - 2:20 PM

Climate AI, Carbon Removal & the exciting and overlooked landscape for climate tech investing

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Benjamin Z Bronfman

Family Member & Founding Partner, Global Thermostat
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Benjamin Z Bronfman

Family Member & Founding Partner, Global Thermostat

African-American entrepreneur focused on Sustainability (Direct Air Capture), Alternative Healthcare (Medical Cannabis), Fin-Tech & equal representation across all industries.

At 24 I realized that there was a tremendous need to remove Carbon Dioxide from the atmosphere. Upon this realization I began researching the developing field known as Direct Air Capture. After researching for about a year and a half I directed one of the the first investments in the entire field into Global Thermostat. I became a founding partner at Global Thermostat and my father became Executive Chairman of GT.

Today, 13 years later, Direct Air Capture is beginning to capture the imagination of investors and the global public. In addition to Global Thermostat, I have overseen various investments in alternative energy, fin-tech and founded my own investment firm focused focused on Health-Care (DGH). DGH structured an investment into Bedrocan International where I have served as a board member since 2018.

After directing over 150M in capital investments I have now founded a new start up focused on accelerative the private and public demand for Direct Air Capture. This new company is called Electric Tree.

I have served on the non-profit boards of Americans for Safe Access, Pioneer Works (founding board member), and Liberty Science Center. I’m currently obsessed with the work being done by the 15 Percent Pledge which is one of the fastest growing non-profits in the United States of America.

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Sam Levac-Levey

Founding Partner, Starshot Capital
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Sam Levac-Levey

Founding Partner, Starshot Capital

Sam is a Founding Partner of Starshot Capital. He is also a founding member of Work on Climate – the largest technical climate community in the world – where he previously served as Vice Chair. Before Starshot, Sam did venture work with a family office and corporate alumni community. He has been recognized by the government of Canada as a Canadian Global Executive.

Sam dedicated his early career to understanding the fundamentals of what makes innovation successful in different industries. At SpaceX, he designed tools to increase manufacturing speed and reliability. At Tesla, he designed components to make a new product launch easier to manufacture. At Lilium, he oversaw the design of the fuselage of the electric flying car, balancing the needs of different teams with the required aerodynamic performance.

He also developed a climate education tool that maps & prioritizes over 100 climate solutions, endorsed by key climate figures. The tool provides insights on which solutions are the most impactful, neglected, and ripe for disruption.

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Nathaniel Kirsh

Head of Finance, BoxOne
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Nathaniel Kirsh

Head of Finance, BoxOne

Nathaniel is Head of Finance at BoxOne, with the primary goal of ensuring the success of the team and its portfolio companies. Nathaniel is responsible for evaluating new opportunities and monitoring the firm’s investments, including providing financial and strategic guidance.

Nathaniel joined BoxOne in 2022, drawing on his experience in valuations and litigations, quantifying damage due to loss of value, breach of contract, and theft of intellectual property. He also has experience in mergers and acquisitions and management consulting. Nathaniel is a Chartered Professional Accountant and Chartered Business Valuator in Canada.

Outside of BoxOne, Nathaniel helped incorporate a local charity in 2015, which provides scholarships to underprivileged areas of Montréal. He is also a course lecturer at McGill University.

A forward-looking discussion on Climate AI, carbon removal, and the emerging opportunities within the broader climate tech landscape. The panel will explore how data, automation, and new technologies are enabling scalable solutions, while highlighting overlooked segments attracting long-term capital. Speakers will also address investment frameworks, risk considerations, and where family offices are beginning to engage.
02:20 - 02:40 PM

Keep AI Safe Foundation

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Yarin Kirchen

CEO, Keep AI Safe
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Yarin Kirchen

CEO, Keep AI Safe

Yarin Kirchen is the Co-Founder and CEO of Keep AI Safe (KAIS), working to protect children from AI-driven harm and help ensure AI is developed and deployed responsibly.

Yarin leads KAIS’s strategy and partnerships to advance practical safeguards—stronger standards, better oversight, and shared accountability. His work focuses on turning AI safety from an abstract ideal into concrete protections that reduce real-world risks for kids and families.

 

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Robert Leaf

Serial Entrepreneur; Philanthropist
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Robert Leaf

Serial Entrepreneur; Philanthropist
Dr. Robert J. Leaf is the Chairman of the Keep AI Safe Foundation (SAFE), an organization dedicated to ensuring that artificial intelligence develops safely, ethically, and in alignment with human values. SAFE’s mission is to unite researchers, policymakers, and philanthropists worldwide to prevent catastrophic risks and secure a meaningful future for humanity.
Dr. Leaf’s path to AI safety builds on a distinguished career of creating systems that protect lives at scale. Often called the father of dental insurance, he expanded coverage from fewer than 100,000 people to nearly 1 billion worldwide. He founded and led American Dental Examiners, Better Benefits, and US Dental Plan, and created the Dental Health Alliance, which became the world’s largest dental PPO with over 150,000 offices and two-thirds of U.S. dentists as members.
As a consultant, Dr. Leaf advised more than 85% of insurance companies on underwriting, actuarial systems, and claims technology, and worked with over 40 Fortune 100 companies, including American Airlines, Ford, Walmart, 3M, Bank of America, and Honeywell. He also designed the U.S. Government’s dental plan, regarded as the best in the world, with unlimited benefits and stable pricing.
For his lifetime achievements, Dr. Leaf was honored as a Distinguished Alumni by the Harvard School of Dental Medicine and served for over a decade as an advisor to its Dean. He earned a double major in Economics and Chemistry from Cornell, a foundation that continues to shape his interdisciplinary approach.
Today, Dr. Leaf brings this record of global-scale innovation and trusted leadership to the urgent challenge of AI. Just as he helped build the systems that made dental care accessible to billions, he is now focused on building the frameworks and global coalitions necessary to keep AI safe.
This session will examine the broader implications of accelerating AI adoption, with a focus on safeguarding societal outcomes and strengthening institutional resilience. The discussion will highlight how proactive frameworks can drive meaningful impact, ensuring innovation translates into long-term, equitable value.
2:40 - 3:40 PM

COCKTAIL RECEPTION