| 08:00 – 09:00 AM | Networking Breakfast | |
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| 09:00 – 09:10 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | |
| Randall Ettinger, Real Estate Investor & Developer; President, Randev Holdings Inc.; TIGER 21 Montreal – Conference Moderator | |
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| 09:10 – 09:40 AM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Karen Williams, Owner, CEO & Creative Director, St. Charles New York | |
| Dr. Steven Kaufman, Investor; Entrepreneur; Philanthropist; Founder, Zeus Companies | |
| Dr. Howard Berman, Founder & Executive Chairman, Coya Therapeutics, Inc. | |
| Evan Chrapko, Founder, Chairman & CEO, Trust Science | |
| Dan Epstein, Chief Executive Officer, ReSource Pro | |
| Adam Kessner, Principal, Kessner Real Estate Investments | |
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| 09:40 – 10:00 AM | Activating Land in a Stalled Market through creating social and economic value | |
| Drew Toth, Founder & Director, Elevate Living Inc. | |
| Walter Sendzik, Principal, 12M Solutions | |
| Join former mayor Walter Sendzik, current business leader and radio host, and Drew Toth, founder of Elevate Living REIT, as they walk through how to activate land exits in this stalled market through delivering strong social wins for the community. | Sendxcj |
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| 10:00 – 10:05 AM | Scotia Session: Real Estate & Banking | |
| Michael Camara, Director & Group Lead – Real Estate, Scotiabank | |
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| 10:05 – 10:20 AM | 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 V. 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. | |
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| 10:20 – 10:40 AM | Amidst the Largest Wealth Transition in History, What Should One be Mindful of? | |
| Patricia Saputo, Co-Founder, Executive Chairperson of the Board & Strategic Advisor, Crysalia; Chair of Tiger 21 Montreal | |
| This discussion explores the various perspectives of those involved in and around the Family Office. It considers who is providing services to the Family Office and who the Family Office, in turn, is servicing. The conversation takes a deeper look at several levels, including individual family members, the family as a whole, and the operating business—whether in terms of day-to-day operations or investments. It also raises important questions about priorities and values: does the family come first, or does the business take precedence? And are the values of the Single Family Office aligned with those of the broader family culture? | |
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| 10:40 – 11:10 AM | Coffee Break | |
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| 11:10 – 11:30 AM | Change Equals Opportunity… Be the CEO of Your Life | |
| James W. Keyes, Former CEO, 7-Eleven, Inc.; Former Chairman & CEO, Blockbuster, Inc., Chairman, Key Development LLC | |
| Change is the very essence of the role of a CEO. Keyes has coined the acronym C.E.O. (Change Equals Opportunity) to reflect on the importance of embracing change for the success of a chief executive in leading any organization forward. Change is a way of life and creates opportunities for those companies that embrace it. He offers a roadmap for embracing change throughout our lifetimes with his C-Suite of Learning. This includes understanding what to learn, how to learn, and most critically, why it’s important we learn. | |
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| 11:30 – 11:40 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer | |
| Jonathan Northrup, CEO, Stingray Therapeutics Inc. | |
| If you are diagnosed with metastatic colorectal cancer, your odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. | |
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| 11:40 – 11:50 PM | Why Mid-Market Real Estate Assets Outperform Throughout Every Cycle | |
| Sorab Gill, Vice President, Head of Capital Formation & Investor Relations, Canadian Urban Limited | |
| The commercial real estate industry usually evaluates properties based on their specific usage, such as office, retail, industrial, or multi-family. However, there can be more effective ways to analyze assets when investing. One example of a potentially more effective approach is to focus on mid-market-sized assets valued between $20 million and $60 million, which consistently outperform their counterparts throughout full cycles, regardless of usage. This presentation will explore the rationale and data supporting a specialization strategy centered around mid-market properties. | |
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| 11:50 – 12:30 PM | Fireside Chat: Global Market Outlook: Navigating Uncertainty | |
| Andy Nasr, Chief Investment Officer, Global Wealth Management | |
| Jacques Maurice, Senior Wealth Advisor, Scotia Wealth Management | |
| Jennifer Curran, CIM, Wealth Advisor, Scotia Wealth Management – Moderator | |
| Senior Wealth Advisor joins SVP and Chief Investment Officer, Global Wealth Management at Scotiabank for a discussion on the current market conditions, implication of tariffs, and their potential effects on global portfolios. | |
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| 12:30 – 01:30 PM | Lunch | |
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| 01:30 – 01:40 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | |
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| 01:40 – 02:00 PM | Keynote Lecture: Climate Tech | |
| Benjamin Z. Bronfman, Family Member & Founding Partner, Global Thermostat | |
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| 02:00 – 02:30 PM | Fireside Chat: Beyond the Mirror: Building a Breakthrough Beauty Brand | |
| Nannette de Gaspé Beaubien, Founder & CEO, Nannette de Gaspé | |
| Denny Chared, Founder & CEO, DC Finance | |
| The beauty industry is one of the most saturated, fast-moving, and emotionally charged markets in the world. Every day, new brands emerge—each promising better skin, stronger hair, more glow, more youth. But amidst the noise, very few truly break through. Fewer still redefine what beauty can be. Nannette de Gaspé Beaubien will share with you her journey of building a brand in this space—not just any brand, but one that aims to be groundbreaking. She will explore what it really takes to create something innovative, something that doesn’t just follow trends but sets them. She will talk about the challenges, the bold decisions, and the clarity of purpose required to stand out in a sea of sameness—and how you can find your unique voice in an industry where everyone is trying to shout the loudest. | |
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| 02:30 – 03:00 PM | The Portfolios That Matter: Conversations That Reframe Wealth along Five Dimensions | |
| Randall Ettinger, Real Estate Investor & Developer; President, Randev Holdings Inc.; TIGER 21 Montreal | |
| Alain Boisvert, President, Esp Capital | |
| Charles Tait, Tech Entrepreneur & Investor; President, Pointe Picard Capital | |
| Steve Shelton, Founder, President & CEO of KSKS Partners Inc. | |
| Dany Bonapace, Chief Executive Officer – rEnergize MultiTex Real Estate Fund | |
| Four ultra-successful entrepreneurs share what they’ve learned inside their confidential peer group—lessons that go beyond money to reframe wealth across five dimensions: capital, health, relationships, time, and purpose. A rare look into the conversations that reshape how the ultra-wealthy live, decide, and grow. | |
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| 03:00 – 03:30 PM | Fireside Chat | |
| Harley Finkelstein, President, Shopify | |
| Philippe de Gaspé Beaubien III, CEO & Chairman, T Investment Corporation – Moderator | |
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| 03:30 – 04:30 PM | Cocktail | |
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