The East Coast Family Office & Wealth Management Conference 2014
Following last year's success, we are proud to present our 2nd conference for the area's top UHNWI and SFOs at the ULC; We offer not just cutting edge education but also a networking platform for local and international families. You will not meet some of our esteemed guests anywhere else.
Here is a glimpse of what was said on the 2013 East Coast Confernece: "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
"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
Come meet US based families just like you, as well as families from around the world who are seeking investments, partners or just good friendships in the United States. Gain unique insights and learn fresh innovative ideas from a distinguished panel of experts speaking on a variety of unique topics, coming from all across the globe. this is not your average wealth management event.
In an effort to provide a unique and fresh perspective on the issues of greatest concern and interest to affluent families, DC Finance is pleased to announce its premier Family Office and Wealth Management Conference.
This conference is designed and approved by an experienced and highly qualified group of advisors representing single family offices and other wealthy families. In addition, it seeks to provide distinctive global views by including internationally recognized expert speakers, and by bringing together family office executives and family members from the New York and tri-state region with selective European family representatives seeking to share information and ideas with their colleagues and invest in the US. Our speaker list includes international and American family members, SFOs and first tier wealth managers.
To provide insight on what is arguably the most important market sector in the world today, DC Finance has confirmed that Dr. Yossi Vardi, one of Israel's first and foremost high-tech entrepreneurs, will lead a discussion on high-tech investing in today's environment with other prominent experts. Also from Israel, one of the country's leading family members, Ms. Raaya Strauss, will join the family business panel.
Other topics to be covered through a series of panel sessions and presentations will include those related to inter-generational wealth education and transference, options for establishing and managing single family offices, the global economy, investments (High Tech, Oil and Gas, Infrastructure, Real Estate and Alternative Investments), the regulatory environment, family business management, private family banks, Philanthropy, Direct and Co-Investments, International family Office Discussion and much more.
Evening Dinner Event
Among last year's speakers:
Mr. Howard Cooper, CEO, Cooper Family Office
Mr. Martin S. Indyk, vice president and director of the Foreign Policy Program at the Brookings Institution in Washington D.C., and former U.S. ambassador to Israel
Dr. Yossi Vardi, One of Israel's first high-tech entrepreneurs
Mr. Tewodros Ashenafi, Founder, Chairman and CEO, Southwest Energy (HK) Ltd.
Ms. Wendy Craft, Executive Vice President and General Counsel, Fulcrum Equities
Mr. Grant Kettering, Director, Kettering Family Office
Ms. Steffi Claiden, Founder/Editor-in-Chief, Family Office Review
Mr. Daniel Shakhani, CEO, RDS Capital
Mr. Lowell Sands, Rosewood Resources
Ms. Toby Moskovits, CEO, Heritage Equity Partners
Mr. Jimmy Maymann, CEO, The Huffington Post
Mr. Ken Davenport, Broadway Producer, Davenport Theatrical Enterprises, Inc
Mr. Angelo J. Robles, CEO, Family Office Association
Mr. David Gorman, Americas Advisor, The Table Club
Ms. Candice Beaumont, Managing Director, L. Investments
Mr. Harold F. "Rick" Pitcairn, II, CFA®, CIO, Pitcairn and Chairman, Wigmore Association
Mr. Steve Oyer, Senior Member, Private Funds Group of Brookfield Asset Management
Mr. Ira Perlmuter, Head of Family Office Direct Investing, T5 Equity Partners
Mr. Nirmal Saverimuttu, Principal, Virgin Group
Mr. Andy Unanue, Managing Partner, AUA Private Equity Partners
Ms. Karen Wawrzaszek, Managing Director, Pitcairn
Mr. Warner King Babcock, Chairman and CEO, AM Private Enterprises, Inc.
Ms. Raya Strauss Bendror, President and Co-Owner, Strauss Investment, The Strauss Family
Ms. Nava Michael Tsabari, Academic Director, Family Business Program, Lahav-Executive Education, Recanati Business School, Faculty of Management Tel Aviv University, The Strauss Family
Mr. Guy Schory, Head of New Ventures, eBay
Mr. Jamie McLaughlin, CEO, J. H. McLaughlin & Co., LLC
Mr. Louis Hanna, Corigin Family Office
Ms. Kay Koplovitz, Founder, USA Networks
Mr. Kent M. Swig, President, Swig Equities, LLC
Ms. Paula Oyer Berezin, President & Chief Strategist , Social Capital
Mr. Dan Nisbet, Vice President of Development, Feeding America
Mr. Ehud Arnon, President and CEO, Israel Discount Bank of New York
Ms. Lauren Berger, CEO and Founder, The Lauren Berger Collection
Mr. Israel Eliahu, General Manager, Eliahu Holdings
Dr. Howard Morgan, Partner, First Round Capital
Mr. Michael Oliver Weinberg, Adjunct Associate Professor at Columbia Business School. Chief Investment Officer of MOW & AYW LLC
Mr. David Rosen, Partner, The Pritzker Group
Mr. Michael Rutner, Chief Investment Officer, Pangea's Edge Holdings, Ltd.
Mr. Ran Harnevo, Senior VP, Video AOL
Mr. Moishe Mana, CEO , Mana Contemporary, Guarantee Records Management, Moishe's Moving, and Moishe's Storage
Mr. Yigal Ozeri, Co-Founder, Artist and Visionary of Mana Contemporary
Mr. Zeev Holtzman, Founder & Chairman, Giza Venture Capital., IVC Research Center., GPV. Chairman -Technion Endowment Fund Investment committee
DC Finance (Toll Free Number) 1-855-513-1113
Working hours: Sun-Thu 600 AM - 0300 PM. Fridays - Closed.