DC Finance's Live Family Office & High Net Worth Online Sessions

Friday, December 31st, 2021



DC Finance Global Family Office Community's Live Discussions Series 

Started on April 2020, Our Community of Family Offices & High Net Worth Joins our Weekly Online Sessions with the World’s Top Families & Entrepreneurs. Join us and Reach Your Potential Investors Now

Sessions Include Discussions With: Silverstein, Arison, Desmarais, Perdue, Sheraton, Spielberg, De Gaspe Beaubien, , Paiz, , Catsimatidis, Desmarais, Saputo, David Sable, Uri Levine )Waze), Dov Moran


Nowadays, raising capital is harder than ever. Though family offices can still deploy funds, reaching them at dedicated conferences is nearly impossible these days and so the online dedicated sessions, becomes a very interesting option.


Over a decade now, DC Finance’s Family Office Global Community has grown to become one of the largest and most prominent family office & High Net Worth communities in the US, Canada, the UK and Israel and has built relationships with numerous families you now can present to online.


We offer a mix between business investment opportunities sessions and discussions with some of the world’s most prominent families and entrepreneurs (see below). If your solution is right for family offices you can either sponsor an existing webinar or hold your own dedicated one.


As we have built over the years a tremendous exposure to professionals in different sectors, we can reach out upon request and invite to your DC Finance dedicated webinar the decision makers in various sectors like tech, finance, real estate and others.


DC Finance’s Global Family Office Community (www.dc-finance.com) is an international network of Ultra and High Net Worth Individuals, Family Offices and investors, built for mutual growth and support through first tier events worldwide. We hold over 20 Annual Conferences and 30 private dinners in New York, Miami, Dallas, Houston, Chicago, Toronto, Montreal, Vancouver, London and Tel Aviv and have been in the family office space for over a decade.


Upcoming Sessions:

Thursday, May 12th - 09:00 AM - 02:00 PM EST

The East Coast Family Office & High Net Worth Individuals (In-Person) Conference, at the rooftop of the World Trade Center, New York City - www.nyc-wealth.com 

Register (with code 22) at http://dcfinances.com/new-registration/?conf=nyc-wealth


Thursday, May 13th - 11:00 AM EST

Cognition Fund - Commecialozing Innovation From the University of Weaterloo Ecosystem

Tuesday, June 10th, 11:00 AM – 02:00 PM EST

– The Family Office Blockchain, Cryptocurrencies & DeFi Online Conference – Part 3

Register at https://us02web.zoom.us/webinar/register/WN_OJgvZucIRKGAyt-AmGFtYQ


 Monday-Wednesday June 15th-17th  The UAE Family Office & High Net Worth Individuals (In-Person) Conference, Abu-Dhabi & Dubai, United Arab Emirates - www.uae-wealth.com 

Register (with code 22) at http://dcfinances.com/new-registration/?conf=uae-wealth


:Past Discussions


Tuesday, April 14th, 11:00 AM EST - Finance, Politics and the Corona Crisis

Mr. Anthony Scaramucci, Founder and Partner at Skybridge Capital


Thursday, April 16th, 10:00 AM EST - Technology, Real Estate and the Dealing with Current Challenges

Mr. Tal Kerret, President of Silverstein Properties


Tuesday, April 21st, 11:00 AM EST - Broadway and the Corona Crisis 

Ms. Wendy Federman, Award Winning Broadway Producer and Next Gen


Thursday, April 23rd, 11:00 AM EST -  From Growing up in a Magical Family to the Film Industry's Current Challenges and Opportunities 

Writer and Producer, Ms. Nancy Spielberg


Tuesday, April 28th, 11:00 AM EST - Technology & Entrepreneurship in Days of Crisis 

Mr. Uri Levine, Serial Entrepreneur, Co-Founder of the world’s leading navigation app, Waze (acquired by Google for $1.3B)


Thursday, May 7th, 11:00 AM EST - Technology, Challenges, Opportunities and Never Letting Go - Entrepreneurship at the Epicenter of the Corona Crisis

Mr. Dov MoranSerial Entrepreneur and Inventor of the USB portable flash drive (sold to SanDisk for $1.6B)


Tuesday, May 12th, 11:00 AM EST - Dealing with the Challenges of our Time - A Rare Discussion with Two Next Generations who Became World Leading Family Consultants

Mr. David C. Bentall, Bentall Family Member and Founder of Next Step Advisors and Ms. Nava Michael-Tsabari, Director of the Raya Strauss Center for Family Business Research at The School of Management, Tel Aviv University.


Thursday, May 14th, 01:00 PM EST - Music, Technology and the Environment

Matt Sorum, A Musician (Guns N' Roses, Velvet Revolver), Philanthropist, Environmentalist, Tech Investor & Producer


Tuesday, May 19th, 11:00 AM EST - The Financial Markets and Family Values -  Perspectives of a Family Member and a CFO

Ms. Patricia Saputo, FCPA, FCA, ICD.D, TEP, DTax, Certified Wealth Transition Coach and Financial Coach,  Next Generation and CFO, Placements Italcan

Since 1998, after Saputo Inc went public, Patricia Saputoת,has pioneered the Single Family Office when she set up her immediate family’s “Family Office” . In her current role as the Chief Financial Officer of Placements Italcan Inc., a diversified investment holding company, she is responsible for the family’s wealth as it is transitioned to the next generation, educating the family members on the responsibilities of inheriting wealth and being a good steward of wealth. 

Tuesday, May 26th, 11:00 AM EST - Media, Technology & Family Succession Mr. Philippe III de Gaspe Beaubien, Serial Entrepreneur and 13th  Generation of one of Canada’s most well-known families.

Family and roots matter greatly. The de Gaspe Beaubien clan has over 400 years of developing business and contributing to society in both Canada and the United States. De Gaspe Beaubiens were not only among the earliest inhabitants of Quebec City and Montreal, they were also present at the founding of Detroit and Chicago, with others extending the family name to the Midwest and down to New Mexico

Thursday, June 4th, 11:00 AM EST - Woman Entrepreneurship, Space Travel and the Opportunities During a World Pandemic –

Ms. Anousheh Ansari, Entrepreneur, Businesswoman, Space Traveler, and CEO of XPRIZE Foundation.

Anousheh captured headlines around the world as the first female private space explorer and earned a place in history as the fourth private explorer to visit space and the first astronaut of Iranian descent. Anousheh is a serial entrepreneur and co-founder and chairman of Prodea Systems, a company that will unleash the power of the Internet to all consumers and dramatically alter and simplify consumer’s digital living experience. Prior to founding Prodea Systems, Anousheh served as co-founder, CEO and chairman of Telecom Technologies, Inc.  The company successfully merged with Sonus Networks, Inc., in 2000.


Tuesday, June 9th, 11:00 AM EST  - Entrepreneurship and Startups Evolution in the new World of Corona - A Discussion with the heads of Silverstein's Tech Investment

Tal Kerret, President, Silverstein Properties & Co Founder, SilverTech Ventures; Charlie Federman , Partner & Co Founder, SilverTech Ventures and Larry Wagenberg, Partner, SilverTech Ventures


Thursday, June 11th, 11:00 AM EST - Media, Technology And Innovation

David Sable, Ex Global Chairman Y&R, one of the world's largest consumer advertising agencies; WPP Senior advisor, author, entrepreneur , social activist

David is the Non-Executive Chairman of VMLY&R and thought leader at WPP. He previously served as CEO of Y&R.. David was selected as a Top 20 Must-Know Global Influencer by LinkedIn and named one of the Top 10 Most Generous Marketing Geniuses by Fast Company. He serves on the Boards of Directors of Special Olympics, UNICEF and American Eagle Outfitters

Tuesday, June 16th, 11:00 AM EST - Women Entrepreneurship, Family Business and Retail Marketing in Light of Current Challenges with

Ms. Nannette De Gaspe Beaubien - Nannette is a seasoned marketing and finance executive with an emphasis on the biotech and beauty industries. She has spent her career in corporate banking, corporate finance and private equity in Toronto, New York and Montreal.


Tuesday, June 23th, 11:00 AM EST - Being up in Down Times or How the Sheraton Family and Perdue have Managed Past Crisis and Found the Opportunities Within

Next Generation, Businesswoman and EntrepreneurMs. Mitzi Perdue


Mitzi combines the experiences of three long-time family businesses.  Her father Ernest Henderson co-founded the Sheraton Hotel Chain and her late husband Frank Perdue was the second generation in the poultry company that today operates in more than 50 countries. 

Ms. Perdue holds a BA with honors from Harvard University and an MPA from the George Washington University.  She is a past president of the 35,000-member American Agri-Women, She’s also a former syndicated columnist for Scripps Howard and her column, The Environment and You, was the most widely-syndicated environmental column in the country.


Thursday, June 25th, at 11:00 AM EST - China's Economy 6 Months Post-Corona Outbreak - Threats, Opportunities and New World Order

Mr. Alon Idan, CEO of Diamond Capital (Israel)

Alon is the CEO of Diamond Capital (Israel) since 2010 and the Head of Global Business Development of Diamond Capital Singapore. He has 20 years of experience in the global capital markets and is an expert in collective investment funds. For over 10 years, he has served as committee member for a non-profit organization for the advancement of education in Israel 


Thursday, July 2nd at 11:00 AM ESTMaintaining a Legacy Through 77 Generations

Princess Jahnavi Kumari of Mewar

Princess Jahnavi would be the 77th generation of the Mewar family - her grandfather being brother to the late Maharana (King) Bhagwat Singh ji of Mewar. Mewar is the oldest serving dynasty in the world. Amongst several esteemed ancestors, Maharana Pratap is known exceptionally well around the world for being the bravest of ruling warriors from Mewar. The family invests in Real Estate, Education, Hospitality, Financial Services, F&B, Industrial Utilities, Healthcare and others.

Princess Jahnavi has led her family office and multi-family office investment companies for the last decade. She has also founded and successfully launched several companies within financial services, real estate, industrial and healthcare sectors. Jahnavi previously worked for Ord Minett / JP Morgan as an Investment Adviser before launching a boutique investment bank JPM Capital.


Thursday, July 9th, 11:00 AM EST  - Innovation and the Environment

Mr. Trammell Crow, Founder, EarthX

Trammell S. Crow is the founder of EarthX, (formerly known as Earth Day Texas), the largest annual exposition and forum showcasing initiatives, research, innovations, policies and corporate practices serving the environment

Crow’s passion for art extends to his role as President of the Crow Family Foundation, supporting the Crow Museum of Asian Art.  In addition to running the Dallas Market Center, Trammell developed Infomart, the Dallas Communications Center, the Studios at Las Colinas and DFW Teleport.  He also served as President of Trammell Crow International Developments in France, Spain, Germany, Belgium, United Kingdom, Japan and the People’s Republic of China.


Tuesday, July 14th, 11:00 AM EST  - Philanthropy and Next Generation

Dr. Steven B. Nasatir – Executive Vice Chairman of the Jewish United Fund/Jewish Federation of Chicago Philanthropy and Surviving Challenging Times


Dr. Nasatir is the longest-serving CEO of any Jewish federation. His organization, called the Jewish United Fund, has distributed nearly $7 billion to charitable causes since he took the job in 1979. According to Bloomberg, it is the largest social service agency in Illinois. Dr. Nasatir, is a Jewish leader of international renown and an executive of unparalleled achievement and tenure in the Federation system. 


Tuesday, July 21th, 11:00 AM EST – Philanthropy and Family Succession 

Mr. Satish Kumar Modi Chairman, Modi Global Enterprises Ambassador for Philanthropy

The chairman of Modi Global Enterprises, Satish Kumar Modi, is part of a family and a business that plays a leading role in India and, increasingly, around the world. His father, the late Rai Bahadur Gujar Mal Modi, established the Modi Group of Industries and in 1933, established the industrial township of Modinagar, which now has a population of half a million people.


Thursday, July 30th, 11:00 AM EST Family Business and the Next Generation - The Story of the McLane Family

Mr. Drayton McLane Jr. and Mr. Denton McLane

Mr. Drayton McLane Jr., is a Businessman and Philanthropist who serves as chairman of the McLane Group and is the former CEO of the Houston Astros Baseball Club. A native Texan, this acclaimed businessman, leader, and generous philanthropist, ensures the focus of all his endeavors are based upon strong Christian values and moral ethics.
The grandson of a successful entrepreneur, Drayton experienced firsthand the hard work and dedication it takes to successfully thrive in industry. He began developing his tireless work ethic at age nine by working for his father at the family’s wholesale grocery business, the McLane Company.

Tuesday, August 4th, 11:00 AM ESTFamily Business, Next Generation and Surviving the COVID19 Crisis

Mr. Erez Dahabani2nd Generation, Baladi LTD and Dr. Edna Pesher

How does one of Israel's leading food companies is coping as a family business, with COVID 19. 2nd generation Erez Dahabani, will be speaking alongside one of the most well-known family advisors from Israel – Dr. Edna Pesher


Thursday, August 6th, 11:00 AM EST – Value-add venture investing: Why venture funding needs rethinking & how an investor can play a more extended role in an entrepreneur’s journey, beyond the capital

Ms. Sarit Firon, Managing Partner & Co-Founder, Team8 Capital

“The best tech school on earth is Israeli army unit 8200” - Business Insider

With over $4 Billion worth of exits behind her, Sarit Firon, one of Israel’s leading tech investors has decided to join one of Israel’s strongest names in the Cyber and AI domains, Team8 to build Team8 Capital. Team8 was founded by the former leadership of Unit 8200, and recently launched its investment arm - Team8 Capital.


Thursday, September 17th, 11:00 AM EST – Next Generation, Innovation, Technology and Entrepreneurship

Mr. Paul Desmarais III, Next Generation, Chairman and CEO, Sagard Holdings; Executive Chairman and Co-Founder, Portag3 Ventures, Chairman and co-founder, Diagram

Within the investment portfolios of Portag3 Ventures and Sagard Holdings, he is the Chairman Wealthsimple, Dialogue, and Peak Achievement Athletics and a director of KOHO Financial. Paul is also a Senior Vice President of Power Corporation of Canada and Power Financial of Canada. As a part of his responsibilities at the holdings, he sits on the boards of Personal Capital, Pargesa, Groupe Bruxelles Lambert, and Imerys


Tuesday, September 22nd, 11:00 AM EST – A Discussion about Impact Investing with Canada’s Oldest Impact Funds

Mr. Mike Thiessen, Partner & Director, Head of Sustainable Investments, Genus Capital Management

Genus Capital Management is an independent investment management firm based in Vancouver. Founded in 1989, we create innovative investment solutions and tailor them to meet your needs.


Tuesday, September 29th, 11:00 AM EST – A discussion

Mr. Israel HaikinActing CEO & Founder and Ms. Merav NaorCo-Founder & Chief Business Development Officer, IMNA Solutions

IMNA is a digital health company that has developed a powerful monitoring and clinical decision support platform for clinical trials and chronic care including end-of life, capable of analyzing diverse healthcare data and applying advanced machine learning techniques to predict and detect treatment abnormalities. Care teams can now engage their patients between office visits and provide them with a proactive care based on their personalized unique health data to reduce preventable complications and hospitalization.


Thursday, October 15th, 11:00 AM EST - Next Generation, Philanthropy and the Arts

Ms. Sarah Arison, President, Arison Arts Foundation

Ms. Arison is President of the Arison Arts Foundation, a private grantmaking organization that provides support for emerging artists and the institutions that foster them.

She is a trustee of the National YoungArts Foundation, New World Symphony and MoMA PS1; a member of the junior board of American Ballet Theater (where she serves on the strategic planning committee); and a member of the Young Collectors Council of the Solomon R. Guggenheim Museum. In addition, she is a founding member of the Americas Foundation for the Serpentine Gallery and is a co-founder of the website www.at60inches.com, a leading resource for rising art and design talent.


Thursday, October 15th, 4:30 PM EST – Physician Perspectives: Improving Breast Cancer Outcomes with Perimeter’s Disruptive Medical Technology and AI – with

Dr. Ted James, MD, MS, FACS, Vice-Chair Academic Affairs, Chief of Breast Surgical Oncology, Beth Israel Deaconess Medical CenterHarvard Medical SchoolDr. Frank Prendergast, former Chairman Emeritus, The Mayo Clinic’s Cancer Center and Eli Lilly Board member for over 20 years and Mr. Jeremy Sobotta, CEO, Perimeter

Our second session on October 15th will be dedicated to one of the worst diseases of man-kind – Cancer. Perimeter is a Toronto-based medical imaging firm that is developing, with plans to commercialize, advanced imaging tools that allow surgeons, radiologists, and pathologists to visualize microscopic tissue structures during a clinical procedure.

Dr. Ted James is a member of the BIDMC/Harvard health system, where he manages the surgical care of breast cancer patients. He performs advanced breast surgical oncology procedures, including oncoplastic and minimally invasive breast surgery. Dr. James also takes an active role in promoting quality initiatives in cancer care delivery. He is active in research on improving outcomes in breast cancer surgery, including margin control during breast-conserving surgery.

Dr. Prendergast has held senior positions within Mayo Clinic: Chair, Department of Biochemistry & Molecular Biology; Director for Research, Member of the Board of Governors, Board of Trustees; Board of Governors to name but a few. He also served extensively for the National Institutes of Health, Board of Advisors for Division of Research Grants; National Advisory General Medical Sciences Council; Board of Scientific Advisors of National Cancer Institute; National Cancer Advisory Board.

Tuesday, October 20th, 11:00 AM EST – Innovation in the Cancer Fight

Mr. Ofer Shalev, CEO & Co-Founder, and Dr. Rafi Hof, Co-Founder, New Phase

On Tuesday, October 20th, our family office online session will once again be dedicated to one of the worst diseases of mankind – Cancer, but this time about a new paradigm in cancer treatment – From a fatal to a manageable chronic disease.

Our guests, Mr. Ofer Shalev and Dr. Rafi Hof, Co-Founders of New Phase, have developed a treatment that destroys cancer cells without affecting surrounding healthy cells and tissues. I’ll repeat that – destroying cancer cells without affecting surrounding healthy cells and tissues.

Tuesday, October 27th, 11:00 AM EST – Crisis Innovation: How to pivot, adapt and overcome. Lessons learned from a hospital at the epicenter of the COVID-19 pandemic

Dr. David Putrino, Mount Sinai Hospital & Putrino Lab

This Family Office Live Session will be a discussion with the people in the heart of COVID-19 pandemic, Mount Sinai Health System and Mount Sinai Hospital.

We will be speaking with Dr. David Putrino, about the COVID-19 pandemic and how innovation is driving excellence. David is a physical therapist with a PhD in Neuroscience. Currently, he is the Director of Rehabilitation Innovation for the Mt Sinai Health System, and an Assistant Professor of Rehabilitation and Human Performance at the Icahn School of Medicine at Mount Sinai. He works to develop innovative technology solutions for individuals in need of better healthcare accessibility. He also consults with the Red Bull High Performance division to use evidence-based technologies to improve athletic performance.

David’s was featured on the ABC, Sports Illustrated, the Wall Street Journal, the BBC, Time Magazine, TEDx, Wired and the New York Times to name just a few. He is the author of Hacking Health: How to make money and save lives in the HealthTech world.


Wednesday, October 28th, 12:00 PM - 03:00 PM EST

The Canadian Family Office Online Conference – Part 1www.canada-wealth.com


Thursday, November 5th, 12:00 PM - 03:00 PM EST

The Canadian Family Office Online Conference – Part 2,www.canada-wealth.com


Tuesday, November 10th, 4:00 PM GMT (11:00 AM EST) – “The End of Capitalism and Democracy in Europe and the US?” - The UK, European and US markets in a time of Covid, Brexit and Trump

Ms. Gina MillerCo-Founder of SCM Direct, and Mr. Ian MorleyChairman, Wentworth Hall Consultancy

We will dedicate this family office discussion to the UK and European Markets in    light of COVID 19 and Brexit Discussions. Social activist and entrepreneur Ms. Gina Miller will be interviewed by Mr. Ian Morley, Chairman of Wentworth Hall Consultancy and DC Finance’s London Conference.

Bloomberg described Gina Miller as an “Establishment Wrecking Ball” but her drive for transparency, scrutiny and integrity in public and corporate life is about reform and social justice, not wrecking.

We will discuss the main challenges in politics and the financial markets; the possible outcome of the UK - EU discussions, the future of the UK financial markets post Brexit; The state of the UK government in the face of COVID 19 and other related topics.
Thursday, November 12th, 12:00 PM - 03:00 PM

The US Family Office Online Conference – Part 1www.thenycmeetings.com


Thursday, November 18th, 12:00 PM - 03:00 PM The US Family Office Online Conference – Part 2www.thenycmeetings.com


Thursday, December 3rd, 11:00 AM ESTEntrepreneurship and Next Generation

Kevin and Jarrett McGovern

Many of the families we interview are good friends of DC Finance, but Kevin McGovern is one of our best – one of the top entrepreneurs in the water/beverage industries, the person behind the famous SoBe drink, and so much more.

Jarrett is Co-Founder of RISE Brewing Co. His mission to create the best-tasting     coffee imaginable began in 2014 while working for the water filtration company   The Water Initiative. Currently, RISE sells nationwide in over 10,000 retailers

Tuesday, December 8th , 11:00 AM EST A Discussion about the Latin American Economy and the Outlook in Face of COVID 19

Mr. Salvador Paiz Del Carmen, Chairman of PDC

On this session we will be speaking with one of the most prominent families in LATAM – the Guatemala based PAIZ family and Mr. Salvador Paiz Del Carmen. Salvador is the is the Chairman of PDC, a regional “Multi-Latina” whose purpose is to Transform Lives. Through his business and non-profit efforts, has worked towards the development of Guatemala.

Thursday, December 10th, 09:00 AM ESTA Controversial Insight into Business Life in the Gulf Region, from one of the Wealthiest Arab Businessmen in the World - Mr. Mishal Kanoo

With this session, we are excited to officially open our series of DC Finance's Family Office Online Sessions dedicated to the UAE, with a 4th generation business magnate, who is leading one of the largest, independent, and longest-running family-owned groups of companies in the Gulf region.

We will discuss the region, the next-generation, his values, and his passion for collecting art as he is recognized as one of the strongest forces in the development and expansion of Dubai’s art culture. We will also talk about family values and tell the tale of a 125-year-old family business while focusing on The UAE.

Mr. Kanoo currently serves as the Chairman of The Kanoo Group, and holds chief positions as Chairman/Director of companies like AXA Insurance Gulf, Gulf Capital, KHK & Partners Limited, Dalma Capital Management Limited, Johnson Arabia LLC and KAAF Investments. Over the years, the Kanoo family has always been associated with the progress and development of the entire region combined with a sense of philanthropy.


Monday, December 14th, 11:00 AM EST – Early Stage Investing, Technology, Innovation and COVID19

Mr. Yossi Vardi, an Israeli Serial Entrepreneur and Investor

Dr. Vardi co-founded, led, funded and helped build more than 85 high-tech companies in diverse areas of software, energy, internet, mobile, electro-optics, clean water and others. Today he is the co-founder & serves as board observer at Wefi and he also a chairman at 4YFN.

In 1996 he became the founding investor of Mirabilis- the creator of ICQ, which is the first Internet-wide Instant messaging. Yossi was the director general of Ministry of Development and Ministry of Energy and served as chairman of Israel National Oil Company, and Israel Chemicals.


Tuesday, December 15th, 11:00 AM EST – Growing and Going Through Challenging Times with one of the most inspiring Motivation Legends

A Discussion with one of the best-selling nonfiction authors, inspirational and motivational speaker, founder and co-creator of the “Chicken Soup for the Soul” book series, Mr. Mark Victor Hansen and his wife, Transformational Life Coach, Corporate Consultant, Author, and Entrepreneur, Ms. Crystal Dwyer



Tuesday, December 22nd, 11:00 AM EST – Understanding this Rare Opportunity in Real Estate with Group RMC

Mr. Anthony Guarnieri, Vice President, and Ms. Lisa Forster, Vice President, Group RMC, One of the Largest Office Landlords in several US Cities.

We invite you for a discussion with one of the largest office landlords in several US cities about the real estate world, as well as the effects of COVID-19 and where the opportunities lie these days.


Tuesday, December 29th, 09:00 AM EST – Geovers Levant, Gulf statesan

Mr. Abbas Dahouk, Founder of Hyphen Point


On December 10th we have officially opened our series of the UAE discussions as part of our online family office online sessions series. Our first guest was Arab businessman Mr. Mishal Kanoo who gave an educational and entertaining and offered a glimpse into the vision


Tuesday, March 16th, 11:00 AM EST  "Finding Long-Term Big Winners" - A Discussion with Mr. David Barr,  President and CEO, Pender Funds

Pender was founded in 2003 and is an independent, employee-owned investment firm located in Vancouver, British Columbia. It manages almost $2 billion in assets in both public and private investments with particular focus in small cap equity, corporate credit and venture capital.

Pender’s goal is to protect and grow the of wealth investors over the long term and they have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage the Pender suite of niche investment funds, exploiting inefficient parts of the investing universe to achieve that goal.

Mr. Barr has over 20 years of experience navigating the small cap universe and will share the pitfalls and value traps to avoid and give us his tried and tested approach aimed at uncovering some of the best investment opportunities out there, a process which has helped Pender generate a strong and successful track record over the years.

David is the President and CEO of Pender and is also the Portfolio Manager of several of Pender’s funds, with the full resources of Pender’s team of analysts, including the Pender Small Cap Opportunities Fund, the Pender Value Fund, which he co-manages with Felix Narhi, and the Pender Growth Fund, a high conviction investment company aiming to capitalise on long duration, idiosyncratic opportunities in public and private markets.   David began his investing career in 2000, initially working in private equity. He joined Pender in 2003, was appointed Chief Investment Officer in 2007 before becoming President and CEO of Pender in 2016.


Thursday, March 18th, 11:00 AM ESTBlockchain & Entrepreneurship – A Discussion with one of the most prominent names in the Blockchain Space, Mr. Anthony Di Iorio, Founder & CEO, Decentral & Jaxx, Inc.; Co-Founder, Ethereum


Anthony Di Iorio is a Canadian entrepreneur primarily known as a co-founder of Ethereum and an early investor in Bitcoin. Di Iorio is the founder and CEO of the blockchain company Decentral, and the associated Jaxx wallet. He also served as the first chief digital officer of the Toronto Stock Exchange.

Anthony has shared his visionary insight with hundreds of thousands of people around the world. Since 2012, he has given numerous lectures, speeches, keynote addresses and interviews, and even hosted over 100 technology events. He was a lecturer at the University of Nicosia’s Master’s program in Digital Currencies and an Adjunct Professor at the University of Toronto Faculty of Law teaching “Cryptocurrencies, Crypto Ventures and the Future of the Exchange.”


Monday, March 22nd, 11:00 AM EST - A Discussion with Profimex Ltd on Global Real Estate Investments in Times of Crises  (Israeli investors)


Tuesday, March 23rd, 11:00 AM EST - A special Family Office Discussion with Mr.  Dave Perrill, Founder & CEO, Compute North - "Building Your Crypto Strategy"

With crypto in the midst of a bull market, many see this run being shaped not by the emotional passion of individuals and early tech adopters, but by the growing participation of institutional investors, corporations and private wealth.

Recognizing the momentum and validation of bitcoin, ether, stablecoins, and digital assets as a whole, makes this investment class something that cannot be ignored.

As interest amongst private wealth grows, it is important to understand some of the key market dynamics at play, strategies for getting involved and risks to consider. This session will take a deep dive into many of the burning questions investors often raise when exploring this unique and exciting space. Join to learn more and start shaping your crypto strategy.


Thursday, March 25th, 11:00 AM EST - A discussion with Mr. Leonard Karmiol, CEO, and Mr. Wayne Nathanson, President & Chief Operating Officer, Perfect Plants - "Tissue culture as an important technology in food and pharma for production of disease-free, high quality uniform plants"


Plant tissue culture seedlings significantly outperform conventional vegetative propagation starting materials in terms of uniformity, earliness, yield, pace, and quality. The superior performance of tissue culture plantlets and rising global demand for both food and medicinal plants, has boosted demand for planting materials, especially tissue culture. Perfect Plants may be the only global agritech company in the world focused on the propagation of starting materials for food and pharma


Tuesday, March 30th, 11:00 AM EST - A Discussion with Businesswoman, Philanthropist and a Member of the Azcarraga Family -  From Real Estate to Education and Women Empowering with Ms. Gina Diez Barroso

Her grandfather built the NYSE traded Spanish Television network, Grupo Televisa. After her Father tragically passed away, she joined the company’s publication division and made them start several magazines for woman – the first in Mexico – which to this day is one of the company’s strongest products. She then ventured into construction, building a 600-employee firm, and later opened Mexico’s best university of its kind.

Join us for a fascinating discussion about the journey of an exceptional next generation family member, who never takes no for an answer, and who built world renowned companies, in sectors she never knew before, while always empowering woman.

Mrs Diez Barroso has been a pioneer in the fields of arts and education for over 20 years beginning in 1990, when she founded Grupo Diarq. Being one of the most prestigious real estate development and design firms in Latin America with over 500 employees, Diarq has completed over 650 residential and hospitality projects to date.

In 2004, Mrs. Diez Barroso founded CENTRO, which is the first university in Mexico City specialized in creative studies. CENTRO currently offers seven undergraduate degrees and several masters degree programs, as well as a broad range of continuing education courses in related disciplines. In just 9 years after opening its doors, the university has grown rapidly to its present student enrollment of 2,500 and is recognized as Mexico´s best university in its field.



hursday, April 29th, 11:00 AM EST

 Do Innovation, Entrepreneurship & Having a Global

View Make a Difference when it Comes to Building the Next Successful Company? - A Discussion with Tech Leader, Mr. Adiv Baruch, Co- Founder of Ness Technologies and Chairman of Israel's Export & International Corporation Institute

He made Aliya to Israel and served in the army as a lonely soldier. Co-Founded one of Israel's most famous NASDAQ traded companies, was involved in numerous successful M&A deals and is leading Israel's economy into a new world of opportunities.
Adiv has been a leader in the high-tech industry for the last 34 years. he is the Chairman of the Israeli Export and International Cooperation Institute, which led all Israel exports in 2019, exceeding 114 Billion US export, with over 50% related to the High-tech industry.
He is also Chairman of the Institute of Technology and Innovation in Israel, the Chairman of Elad Health care solutions, Elad Software Systems, and few more public traded companies. Mr. Baruch was a founding member of Ness Technologies, a leading publicly traded IT software company.

Register at https://us02web.zoom.us/webinar/register/WN_s3kInOeXSzSN6Tf3PMAK0A


Thursday, May 11th, 11:00 AM EST


Prof. Leo Leiderman, Chief Economist OfficerBank Hapoalim and Mr. Micky Blumenthal, CEO, Grant Thornton IL and Ms. Tehila Yanay, Co-Founder Codice BDI

Register at: https://us02web.zoom.us/webinar/register/WN_s3kInOeXSzSN6Tf3PMAK0A


In 1992, she founded Fundacion Diarq, a non-profit organization that works towards


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