Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors.  Judi serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth. 

Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors.  Judi serves as the Chair of the Board for the Purposeful Planning Institute which helps advisors serve families of wealth.

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: <a href="https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner">https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner</a>

Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders

Smart Wealth™ with Thane Stenner : Insights from Pioneers & Leaders

Judi Cunningham

Praveen has been a principal of Varshney Capital Corp., a Vancouver based family office, since 1991.  He's also a Founding Director of Pyfera Growth Capital & a Founding Director of Humanitas Smart Planet Fund, both with a social impact focus.  Mr. Varshney obtained a Bachelor of Commerce degree from the University of British Columbia in 1987 and is a FCPA, FCA.

 

He has been a Director or Officer of many publicly traded companies over the years including one of Canada's largest fintech companies, Mogo Inc. (NASDAQ: MOGO & TSX: MOGO) (Co-Founder).  He is also a Co-Founder of NEXE Innovations (TSX.V : NEXE) and of Little Kitchen Academy, and former CFO of Carmanah Technologies which became Canada's largest solar company, and of The Plastic Bank.  He was also Co-Founder of a predecessor of Mountain Province Diamonds (TSX : MPVD) who's Gahcho Kue project in September 2016 became the world's largest new diamond mine since 2003 & De Beers' (MPVD's partner) second-largest producer behind its Jwaneng mine in Botswana.

 

Praveen is a member of the Vancouver Chapter of EO since 1996, Toniic, TiE Vancouver (Founding Director) & Silicon Valley Blockchain Society - Vancouver Chapter (Founding Director).  He's also served on a number of non-profit boards such as the Varshney Family Foundation, Dalai Lama Center for Peace + Education, the Vancouver Foundation & a Founding Member of Instruments Beyond Borders.  He's also an SVP Vancouver Partner, a Director of Foundations for Social Change, and on the Advisory Boards of Room to Read Vancouver and The Thomas Edison Innovation Foundation in New Jersey.  He also Co-Founded with his daughter, Jaiya, Down to the Last Straw, a global movement to reduce plastic waste with a major focus on single-use plastic straws.

 

Praveen is also a recipient of Business in Vancouver's 40 Under 40 Awards, the 2020 Greater Vancouver Board of Trade Wendy McDonald Diversity Awards Outstanding Mentor and the 2021 inaugural, 2022 & 2023 Business in Vancouver Top 500 Most Influential Business Leaders in BC (Banking & Finance – Private Equity, Venture Capital & Hedge Funds category).

Praveen has been a principal of Varshney Capital Corp., a Vancouver based&nbsp;family office,&nbsp;since 1991.&nbsp;&nbsp;He's also a Founding Director of Pyfera Growth Capital &amp; a Founding Director of Humanitas Smart Planet Fund, both with a social impact focus.&nbsp;&nbsp;Mr. Varshney obtained a Bachelor of Commerce degree from the University of British Columbia in 1987 and is a FCPA, FCA.
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He has been a Director or Officer of many publicly traded companies over the years including one of Canada's largest fintech companies, Mogo Inc. (NASDAQ: MOGO &amp; TSX: MOGO) (Co-Founder). &nbsp;He is also a Co-Founder of NEXE Innovations (TSX.V : NEXE) and of Little Kitchen Academy, and former CFO of Carmanah Technologies which became Canada's largest solar company, and of The Plastic Bank. &nbsp;He was also Co-Founder of a predecessor of Mountain Province Diamonds (TSX : MPVD) who's Gahcho Kue project in September 2016 became the world's largest new diamond mine since 2003 &amp; De Beers' (MPVD's partner) second-largest producer behind its Jwaneng mine in Botswana.
&nbsp;
Praveen is a member of&nbsp;the Vancouver Chapter of EO since 1996,&nbsp;Toniic, TiE Vancouver (Founding Director) &amp; Silicon Valley Blockchain Society - Vancouver Chapter (Founding Director).&nbsp;&nbsp;He's also&nbsp;served&nbsp;on a number of non-profit boards such as&nbsp;the&nbsp;Varshney Family Foundation, Dalai Lama Center for Peace + Education, the Vancouver Foundation&nbsp;&amp; a Founding Member of Instruments Beyond Borders.&nbsp;&nbsp;He's also an SVP Vancouver Partner,&nbsp;a Director of Foundations for Social Change,&nbsp;and on the Advisory Boards of Room to Read Vancouver and The Thomas Edison Innovation Foundation in New Jersey.&nbsp;&nbsp;He also Co-Founded with his daughter, Jaiya, Down to the Last Straw, a global movement to reduce plastic waste with a major focus on single-use plastic straws.
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Praveen is also a recipient of Business in Vancouver's 40 Under 40 Awards,&nbsp;the 2020 Greater Vancouver Board of Trade Wendy McDonald Diversity Awards Outstanding Mentor&nbsp;and the 2021 inaugural, 2022 &amp; 2023 Business in Vancouver Top 500 Most Influential Business Leaders in BC (Banking &amp; Finance &ndash; Private Equity, Venture Capital &amp; Hedge Funds category).

Praveen K. Varshney

David Rosenberg is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020.

Dave provides advice to 2,600 clients, both retail and institutional, across 40 countries.

Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist based out of Toronto; for the last seven he was Chief North American economist at Merrill Lynch in New York, where he was consistently ranked in top three of Wall Street economists polled by the annual Institutional Investors survey.

David is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media.

He received both a BA and MA in economics from the University of Toronto.

David Rosenberg is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020.
Dave provides advice to 2,600 clients, both retail and institutional, across 40 countries.
Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist based out of Toronto; for the last seven he was Chief North American economist at Merrill Lynch in New York, where he was consistently ranked in top three of Wall Street economists polled by the annual Institutional Investors survey.
David is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media.
He received both a BA and MA in economics from the University of Toronto.

David Rosenberg

“Ensuring the Legacy of Family Business Through Relational Governance” 

For more than twenty years, Francesco “Franco” Lombardo has been a family business advisor and facilitator to some of the world’s most diverse and wealthiest families. He set up Veritage, his global advisory firm that exclusively focuses on building relational governance.  

Franco uses his Safe Space™ model to empower families to show up authentically and to express their feelings surrounding money and relationships. Passionate about nurturing the next generation of family-owned businesses, Franco is the cocreator, and one of the leading facilitators of the Scone Project and Maasai Project, Ensuring the Legacy of Family Business an interactive next-generation leadership development program for business families. As founder and host of INFLUENCE - a gathering of the globe’s highest net-worth families representing their family businesses, Franco facilitates a custom-curated program designed to deepen familial relationships.  


The author of five books, Franco also hosts the podcast “Safe Space with Francesco Lombardo” - a show for Family Business Leaders and Next Gens. Franco has delivered presentations for the Milken Institute, Campden Wealth and family Business Conferences, Institutional Investor, Tiger21, various YPO/WPO global chapters. He has also been featured in the award-winning Spear’s Magazine and was described as ‘The Truth Agent’ by CEO Magazine. More recently Franco was inducted into the Family Business United Family Business Hall of Fame, which "recognizes the exceptional contribution of individuals and their work in advancing the field of family business."  

“Ensuring the Legacy of Family Business Through Relational Governance” 
For more than twenty years, Francesco “Franco” Lombardo has been a family business advisor and facilitator to some of the world’s most diverse and wealthiest families. He set up Veritage, his global advisory firm that exclusively focuses on building relational governance.  
Franco uses his Safe Space™ model to empower families to show up authentically and to express their feelings surrounding money and relationships. Passionate about nurturing the next generation of family-owned businesses, Franco is the cocreator, and one of the leading facilitators of the Scone Project and Maasai Project, Ensuring the Legacy of Family Business an interactive next-generation leadership development program for business families. As founder and host of INFLUENCE - a gathering of the globe’s highest net-worth families representing their family businesses, Franco facilitates a custom-curated program designed to deepen familial relationships.  
 The author of five books, Franco also hosts the podcast “Safe Space with Francesco Lombardo” - a show for Family Business Leaders and Next Gens. Franco has delivered presentations for the Milken Institute, Campden Wealth and family Business Conferences, Institutional Investor, Tiger21, various YPO/WPO global chapters. He has also been featured in the award-winning Spear’s Magazine and was described as ‘The Truth Agent’ by CEO Magazine. More recently Franco was inducted into the Family Business United Family Business Hall of Fame, which "recognizes the exceptional contribution of individuals and their work in advancing the field of family business."

Judi Cunningham

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Smart Wealth™ with Thane Stenner : Insights from Pioneers & Leaders

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