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The East Coast Family Office & Wealth Management Conference 2015

 

Following a sold out 2014 event, we are proud to present our 3rd conference for the area's top UHNWI and SFOs at the Union League Club. We offer not only cutting edge education but also a networking platform for local and international families you won't meet anywhere else.

 

 

Come meet families just like you, from the US as well as from the other side of the Atlantic. families who seek investments, partners, or just good friendships. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.


More than 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year's event. Statistics can be found here.

 

85% of our attendees are SFOs and ultra high net worth Individuals family members. Very strict guidelines are keeping this ratio intact and a thorough due diligence process is being made with each attendee.

 

Our events bring together American and International UHNWI, HNWI and SFOs, who enjoy the best speakers in the fields of oil and gas investments, real estate, homeland security, high tech investments, philanthropy, private family banks, families in business, direct investing, family office, estate planning, trusts and other various investment alternatives.

 

 

Confirmed speakers for the 2015 conference include:

 

 

Mr. Uri Levine, Co-Founder, Waze & Feex

 

Mr. Howard Cooper, CEO, Cooper Family Office

 

Mr. Tal Kerret, President, Silverstein Properties

 

Ambassador Kurt Volker, Former US Permanent Representative to Nato

 

Dr. Peter Pry, Executive Director, Task Force on National and Homeland Security

 

Mr. Herbert London, President, Hudson Institute NY

 

Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund

 

Mr. Gary Mendell, Founder, Shatterproof

 

Mr. Ronald Bruder, Founder and Chairman, Education For Employment (EFE)

 

Mr. Larry Birchall, President & Portfolio Manager, Longbow

 

 

Last Year's Speakers include:

 

Mr. Yalkin Demirkaya, President, Cyber Diligence, Inc. Former Detective Commander of Cyber Crimes, NYPD

 

Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund

 

Mr. Erik Wachtmeister, Founder, Best Of All Worlds

 

Mr. Joshua Rotbart, Managing Director of Malca-Amit Precious Metals (MAPM)

 

Countess Louise Wachtmeister, Founder, Best of all Worlds

 

Ms. Cathia Klimovsky, Owner, Eden Fine Art Gallery

 

Ms. Lauren Berger, CEO, The Lauren Berger Collection

 

Mr. Jack Hidary, Co-Founder, EarthWeb

 

Mr. Yaky Yanay, President & COO, Pluristem 

 

Mr. Howard Cooper, CEO, Cooper Family Office

 

Mr. Nimrod Elmish, CEO, I.G. Cardboard Technologies

 

Ms. Candice Beaumont, CIO, L. Investments

 

Mr. Damon J. Hemmerdinger, Co-President, ATCO

 

Mr. Michael Rutner, CIO, Pangea's Edge Holdings, Ltd. 

 

Mr. Ira Perlmuter, Head of Family Office Direct Investing, T5 Equity Partners

 

Mr. Andy Unanue, Managing Partner, AUA Private Equity Partners

  

Mr. Matt Womble, Co-Founder; Managing Director of Private Investments, EverWatch Capital

 

Mr. Thomas McFarland, COO, HBI, (AWF) and Multi-Generational philanthropist

 

Mr. Hendrik F. Jordaan, President & CEO, One Thousand & One Voices 

  

Ms. Sylvia Earle, Founder, Mission Blue

 

Mr. Patrick Bergin, CEO, African Wildlife Foundation

 

Ms. Kay Koplovitz, Founder, USA Networks

 

Mr. Martin J. Gross, Founder & President, Sandalwood Securities, Inc.

 

Mr. Erin Wicomb, Co-Founder & Managing Partner, The Mavrix Group : Mavrix Real Estate Opportunity Fund II

 

Ms. Wendy Craft, Executive VP and General Counsel,MFR Equity

 

Mr. Fred Zeidman, Founder & Principal, Zeidman Group

 

Ms. Joanie Bronfman, Consultant and Board Member, Tides Foundation

 

Mr. Steve Oyer, Senior member, Brookfield Asset Management Private Funds Team

 

Mr. Carl Moellenberg, Theater Producer and Film Producer, Broadway Productions

 

Ms. Wendy Federman, Exec VP/CEO, Dominion Pictures/Foolish Mortals Productions

 

Mr. Ricardo Hornos, Ph. D. Advisory Board, Dominion Group

 

Mr. Bobby Sain, CEO, Dominion Group

 

Ms. Jill N. Creager, J.D, Founder & CEO, Providence Family Offices, LLC

 

Mr. Yaron Kestenbaum, Managing Partner, Israel Infrastructure Fund

 

Mr. Adi Divgi, President & Chief investment Officer, EA Global

 

Ms. Veronica Varekova, Goodwill Ambassador, African Wildlife Foundation

 

Mr. Angelo J. Robles, Founder & CEO, Greenwich (FOA)

 

Mr. Greg Rand, Founder & CEO, OwnAmerica

 

Mr. Preston Tsao, Managing Member, Metcircle Networking LLC

 

Mr. Ran Goshen, MD, Ph.D. Founder & CEO, Eliaso  

 

Mr. Matti Leshem, founder & CEO, Protagonist

 

Mr. Michael Oliver Weinberg, Adjunct Associate Professor of Finance and Economics, Columbia Business School

 

Mr. Shlomo Grofman, Co-Chairman, Faire Fund - Shoval Grofman Real Estate

 

Mr. Nadav Kidron, Chief Executive Officer & Director, Oramed Pharmaceuticals  


Mr. Gordon "Grant" Curtis, Executive Director and Chief Investment Officer / SFO, CI Investments /Ticino Switzerland 

 

Dr. Efraim Chalamish, Prof./ Partner, NYU and IESE Business School / Forward Advisors 

 

 

 

 

2014 Reviews:


"OMG - everyone said it was the best conference of the year - you and the girls did it - the best - word is out. what a success, big win "

 

A Leading NYC SFO

 

 

 


"Thank you so much ! It was truly amazing. Top gun. Could not have been better. Nothing I would change. NOTHING! Fee was fare for all your detailed work. I am in for next year too"

 

Main Sponsor, LB Collection

 

 

 


"Probably one of the best FO events NYC has seen in years"

 

Attendee, Family Member

 

 

 


"I think the event was a success and everyone at the end appreciated your diligence checking out the various families at the end and keeping the phony ones out"

 

A Leading SFO

 

 

 


"I received a lot of value out of your last conference, I am definitely interested in being more a part of the next one"

 

Service Provider

 

 

 

 

 

 

 

DC Finance (Toll Free Number) 1-855-513-1113

 

Working hours: Sun-Thu 6:00 AM - 3:00 PM, EST. Fridays - Closed.