LOCATION

Hybrid Event (Virtual*) & In-Person (Toronto, Canada)

IN-PERSON

TIFF LIGHTBOX, 350 King St W, Toronto, ON M5V 3X5

Inspirational author and entrepreneur, captivating millions of people every week through his social insights and bi-weekly newsletter, The Curiosity Chronicle. His debut non-fiction book, The 5 Types of Wealth, hits shelves on February 4, 2025. Apple CEO Tim Cook called it "a powerful call to action to think deeply about what lights you up—and a guide for how to build a life of meaning and purpose around those things." The book is a unique blend of strategies, tactics, and actionable insights, enabling readers to make real, positive changes and lead healthier, wealthier lives. READ MORE HERE!

Founder and CEO of Contrarian Thinking one of the fastest-growing financial media businesses with 6 million followers and 100 million monthly views. Founder of Contrarian Thinking Capital, a venture capital firm, and Main Street Holding Company with small or what we call Main Street businesses. Author of the bestselling book, Main Street Millionaire. Think car washes, laundromats, property management companies, etc. Her specialty is in the roll-up,turnaround, and add-on space. She built First Trust’s $1 billion+ AUM Latin America business and held positions at Goldman Sachs, State Street, and Vanguard. She started as a journalist where she won the JFK award and Howard Buffett Foundation grant for border conflict. She has a masters from Georgetown University, from ESADE and Fundação Getúlio Vargas, and a B.A. from Arizona State University. She sits on the board of Ermian Capital Hedge Fund, Magma Partners Chilean Venture Fund, and E-commerce Fuel Investment Fund. READ MORE HERE!

Ferociously committed to helping entrepreneurs around the world. Believer that the world's toughest challenges can be only solved by entrepreneurs. Committed especially to helping the founders who didn’t go to the right schools or grow up in the right families or look like everyone else. Hustle should always matter more than pedigree. Co-founded and led Clearco (formerly Clearbanc) to become the world’s largest e-commerce investor. We’ve invested in over $3.2B in over 7,000 different companies across 10 countries. We’ve backed 25x more women than the VC industry average and backed founders in all 50 states in America by using AI to make our investment decisions and not humans. We pioneered the revenue share capital structure for ad spend and inventory that has been copied (to the enormous benefit of founders!) around the world. We were Softbank’s first Canadian investment at a near $2B valuation launching Clearco into unicorn status. READ MORE HERE!

President and a Portfolio Manager of LDIC Inc. She is also a Member of the Board of Directors. Genevieve previously spent nearly nine years at LDIC between 2007 and 2016, where she held key roles as a Portfolio Manager and Analyst. She played a pivotal role in launching three specialized funds and managed multiple investment mandates during her time at the firm. Over the past nine years, Genevieve has built a reputation as a successful entrepreneur and investor, founding, and growing two businesses. Her latest venture, GRIT, a financial media company, has grown (organically and through acquisitions) to over 240,000 free subscribers, thousands of paying subscribers, and more than one million social media followers (including her own following). In 2024, she was recognized as one of LinkedIn’s Top Voices, an exclusive group of global experts and a nominee for the RBC Canadian Women Entrepreneur Awards. Genevieve is a CFA® charterholder, CFA Institute and Certified Market Technician (Level 1), with an Executive Education from Harvard Business School in Private Equity and Venture Capital. She also holds a BSc in Behavioral Neuroscience and a minor in Economics from McMaster University. Genevieve is a speaker for the National Speakers Bureau and she is passionate about philanthropy.She has been featured on FOX, Bloomberg, VICE, CNN, The Globe & Mail, The National Post and BNN. READ MORE HERE

Renowned investor, influencer, and top podcaster in North America, with features in Bloomberg, CNBC, Business Insider, and The New York Times. With over +1 million social media followers, he co-hosts the Rich Habits Podcast, consistently ranking in the Top 10 Business Podcasts on Spotify, and has garnered over six million downloads in only 18 months. Additionally, he co-hosts "Mind the Business: Small Business Success Stories" with iHeartRadio and Intuit QuickBooks (over one million downloads since its inception). Until recently, he also co-hosted "After Earnings" for Morning Brew & Stakeholder Labs where he interviewed C-suite execs at publicly traded companies like Affirm, Cava, Celsius, Elf Beauty, Monday.com, ServiceNow, Sprout Social, and many more. READ MORE HERE!

Co-host of YouTube's DumbMoney Live, is an investor renowned for turning a modest $20,000 brokerage account into $60 million in returns—without relying on traditional investment strategies. His 70% annualized return on equity (ROE) over a 16-year span (2007–2023) was chronicled in Unknown Market Wizards by Jack Schwager, where he was featured as one of the world’s top-performing traders. Chris pioneered Social Arbitrage, an investment analysis method that leverages social data to early detect and capitalize on shifts in culture, consumer behavior, and technology. He is widely recognized as a leading authority on humanoid robotics within the investment sector. READ MORE HERE!

Funding startups as a Venture Capitalist since 1991 and has had 23 of his startups become listed companies. Personal Angel backer of 3 of the top 10 on "CNBC's 50 Top Disruptor List for 2022" (#3 Lineage Logistics, #4 Canva, #9 Dapper Labs). Companies he has been involved with at their starts surpassed $1 Trillion in aggregate market value in 2021. Originally trained as a chip designer, he joined LSI Logic, a seminal Silicon Valley startup formed by the CEO of Fairchild Semiconductor after earning a BSEE with Honors from University of Illinois. After an MBA at Harvard he was issued Badge #A001 during the formation of TSMC (NYSE:TSM), now among the world’s 10 most valuable companies (~$1 Trillion USD market value as of 2024)). READ MORE HERE!

Rebecca Kacaba is the CEO and co-founder of DealMaker, the global leader in online capital-raising. A trailblazer at the intersection of finance and technology, Rebecca turned her expertise as a top securities lawyer into a bold vision to transform the way founders and operators raise capital, fuel growth, and engage with their fans. Under her leadership, DealMaker has powered over $2 billion in digital capital raised and has earned recognition as one Fast Company’s best workplaces for innovators and one of Deloitte’s Technology Fast 500 winners. READ MORE HERE!

Garrett Paolella is an experienced financial services executive with an established track record of launching and managing asset management companies. He is a Co-Founder and Managing Partner at NEOS Investments, as well as portfolio manager to all NEOS ETFs. Throughout his career Mr. Paolella has been a pioneer in the options-based ETF space, creating and launching numerous ETFs that have amassed great success. Prior to NEOS Investments, he held C-level roles at Harvest Volatility Management, Horizons ETFs Management, and Recon Capital – a firm which he started and later sold to Mirae Asset Global Investments. Prior to those roles, Garrett was an Executive Director at MKM Partners, a Research, Sales and Trading Firm based in Stamford, CT. He holds a Bachelor of Science degree in Finance, Magna Cum Laude, from the Gabelli School of Business at Roger Williams University.

Troy Cates has over 23 years of trading and portfolio management experience, with a vast knowledge of both the equity and options markets. He is a Co-founder and Managing Partner of NEOS Investments. Troy has been a pioneer in the options-based ETF space having helped create, launch, and manage numerous successful ETFs throughout his career. He served as a Managing Director at Harvest Volatility Management, where he helped manage and trade the firm’s institutional portfolios and ETFs, along with guiding the development of the firm’s exchange-traded products. Before Harvest, Troy served as Managing Director, Head of Trading, and Portfolio Manager at Horizons ETF Management U.S. and has enjoyed roles as Partner and Head of Trading at Recon Capital, where he oversaw portfolio management and trading for all of the firm’s investment funds. Previously, he was an Executive Director at MKM Partners, where he was an institutional execution trader and helped launch the firm’s equity derivatives desk. Troy started his career working as a market maker at Spencer Trask, an NYC-based venture capital firm. He holds a B.S. in Business Administration from SUNY Albany.

Alex is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than $8 billion in assets under management (AUM). Alex is also co-author of the critically acclaimed non-fiction best-seller, Blockchain Revolution, translated into more than 19 languages and which has sold more than 500,000 copies worldwide. His other books, Financial Services Revolution and Digital Asset Revolution were published in 2020 and 2022 respectively. READ MORE HERE.

Sara Loriot is an Institutional Portfolio Manager at CI GAM, Vice-Chair of CFA Society Toronto’s Industry Relations and Corporate Governance Committee, and host of Diverse Dividends, a new series by CFA Society Toronto showcasing Canada’s most influential finance professionals from diverse backgrounds. With 15 years of experience in financial services, she has built a career at the intersection of investment management, sales, public speaking, and strategy, but most of all, she is passionate about advancing diversity in finance. A CFA Charterholder, she is the recipient of VersaFi’s Rising Star Award (2023) and CFA Institute’s Emerging CFA Society Leader Award (2024). Sara was born in Montreal, Québec and she is bilingual in French and English. READ MORE HERE!

Serial Entrepreneur and most known as the Creator of Sillybandz! Robert has been investing into real estate, restaurants, startups, crypto and equities for over 30 years. Through all these ups and downs Robert has created a lifetime of stories and memories. Robert now shares his journey with his massively engaged following on a daily basis through all of his social channels. READ MORE HERE!

A powerhouse in the world of technical analysis and investment strategy, Katie is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research and investment advisory firm. With nearly three decades of Wall Street experience, Katie has cemented her reputation as an important market voice, guiding institutions, advisors, and individual investors through volatility. Katie is the visionary portfolio manager behind the Fairlead Tactical Sector ETF (TACK), which launched in 2022 to provide long-term investors a systematic approach to sector rotation and risk management. Before founding Fairlead in 2018, she served as Chief Technical Strategist at BTIG and Chief Market Technician at MKM Partners, after roles at Morgan Stanley and Wit Soundview. A trailblazer, she became the youngest female to earn the prestigious Chartered Market Technician (CMT®) designation in 2001. Today, she is a sought-after voice on CNBC and in major publications like Barron’s and The Wall Street Journal. A respected thought leader, she also serves on the Board of Directors for Cary Street Partners and for her church’s Endowment Investment Committee. READ MORE HERE!

Tom Bruni is editor-in-chief & VP of community at Stocktwits, the largest social network for investors and traders, where he leads the company’s newswire, newsletters, and other publishing efforts. For the last decade, Bruni has been at the intersection of finance and media, regularly featured in The Wall Street Journal, Bloomberg, Reuters, Barron’s, and more. He holds both CPA and CMT licenses and is co-chair of the NYC Chapter of the CMT Association. READ MORE HERE!

Sue O'Reilly is a leading expert on technical analysis and a passionate advocate for financial literacy. Sue is the founder of "The Positive Point". (ThePositivePoint.com) and creator of "The Empowered Investor Pathway" - a Digital course tailored especially for women interested in building their financial literacy by learning how to read a stock chart empowering them to make better, more informed investment decisions. With years of experience analyzing market trends Sue has a deep understanding of the advantage of blending both technical and fundamental analysis to gain an edge in the markets. Her ability to simplify complex financial concepts has earned her a loyal and growing audience. Through her courses, workshops, and speaking engagements, Sue is on a mission to teach individual investors "the language of the markets" (how to read a stock chart), to advance investing success. She believes that with the right tools and knowledge, anyone can navigate the stock market and build financial independence. Read More Here!

Caleb Silver is the Editor in Chief of Investopedia and an award-winning business journalist who has previously worked as the Director of Business News at CNN, the Executive Producer of CNN Money, and a Senior Producer at Bloomberg Television. He is the host of The Investopedia Express podcast, and a frequent contributor to CNBC, MSNBC, NBCNews, ABC NewsRadio and Yahoo Finance. READ MORE HERE!

Zaid Admani is a finance creator and podcaster with over 600k followers who makes witty and insightful videos on social media. Zaid started making finance content back in 2019 breaking down complex financial concepts into entertaining skits. Zaid's unique blend of humor and financial insight has made him a go-to source for anyone looking to stay informed about the latest business news while enjoying a good laugh. Zaid is also the host of the The Rundown podcast from Public.com (a top business podcast on Spotify). READ MORE HERE!