| 08:00 – 09:00 AM | Networking Breakfast | |
| 09:00 – 09:10 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | ||
| Danielle Patterson, Founder & CEO, Family Office Access – Conference Moderator | ||
| 09:10 – 09:35 AM | Family Office Investment Strategies | |
| Corey Massella, Partner, UHY LLP – Moderator | ||
| Albert Luk, Director of Private Investments, Brodie Genrational Capital Partners | ||
| Andrew Drylie, Principal, Quadri | ||
From Venture Capital to Private Equity deals, Family Offices are becoming more sophisticated and hiring industry professionals to help them source and manage direct and co-investments with an institutional flavor. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities. | ||
| 09:35 – 09:45 AM | Tax Reform: Key provisions for individual taxpayers | |
| Tamar Hirshman, Senior Manager, Bakertilly | ||
| Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) is an expansive reconciliation bill affecting businesses, international tax provisions and more. This lecture will cover the key individual, trust and estate tax provisions of the bill. We will highlight important changes from OBBBA and the planning considerations individuals and families may take into account as they strategize for the future. | ||
| 09:45 – 9:55 AM | The Future of Generational Wealth: Bitcoin-Denominated Life Insurance | |
| Jason Leibowitz, Head of Business Development, Meanwhile | ||
| Bitcoin-denominated whole life insurance delivers tax-efficient growth, wealth preservation, and seamless generational transfer. Integrated with trusts and estate plans, it provides liquidity through policy loans—without selling Bitcoin or triggering taxes. This proven structure solves the liquidity, tax, and legacy challenges facing long-term wealth holders. | ||
| 09:55 – 10:10 AM | Tax Benefits and Income via Oil and Gas Drilling | |
| Jeff Johnson, CEO, Eagle Eye Funds | ||
| Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | ||
| 10:10 – 10:25 AM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong | |
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | ||
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | ||
| 10:25 – 10:55 AM | Coffee Break | |
| 10:55 – 11:15 AM | Fireside Chat: Technology, Real Estate & Everything in between! | |
| Tal Kerret, President, Silverstein Properties | ||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| In this fireside chat, Tal Kerret and Denny Chared will engage in a candid conversation about Tal’s experiences in both technology and real estate. Sharing the lessons learned, triumphs, and challenges along the way. | ||
| 11:15 – 11:25 AM | From Legacy to Leadership: Why Family Offices Hold the Key to Healthcare Transformation | |
| Dr. Marko Lukic, PhD, FEBO, FASRS, Director, European Medical Consultants | ||
| Dr. Lukic will demonstrate how strategic investment in healthcare innovation can transform complexity into a competitive edge. He will highlight high-impact areas, including AI diagnostics, digital health, and solutions for chronic care. Family offices will learn how to create both meaningful social outcomes and strong financial returns through mission-aligned capital. | ||
| 11:25 – 11:45 AM | Using Deposits to Build Sustainable Communities | |
| Diane Ellis, Senior Managing Director, IntraFi | ||
| Thanks to the Advancing Communities Together (ACT) Deposit Program, large depositors have a safe and convenient way to place deposits at financial institutions serving minority and low-income communities across the country. This new program offers large depositors the opportunity to amplify their impact in underserved communities while keeping their large cash balances safe and earning the returns they expect. The ACT Deposit Program operates within ICS, the IntraFi Cash Service, a time- and volume-tested service from IntraFi that provides access to millions in aggregate FDIC insurance across network banks. | ||
| 11:45 – 11:55 AM | Amex Exploration’s development of the Perron Project | |
| Victor Cantore, CEO & President, Amex Exploration | ||
| Presenting the high value preliminary economic assessment on the Perron project. The Staged production strategy derisks the project, simplifies the permitting process, accelerates time to revenue (targeting 2028) and minimizes shareholder dilution, with Phase 2 mine construction financed from free cash flow. The infrastructure, access to water, power and a work force, highlights why the project will be a low capex / opex gold producer. | ||
| 11:55 – 12:05 PM | The Ongoing Phase 3 Drill Program on The B26 Project | |
| Jon Deluce, CEO & President, Abitibi Metals | ||
| Abitibi Metals issue the first assay results on B26 deposit, 3.65% CuEq Over 21.1m Within Interval of 1.55% CuEq Over 69.0m. The drilling has confirmed economic-grade mineralization beyond the resource boundary confirming expansion. The drilling also supports the grade at depth with the potential for a strong gold credit. | ||
| 12:05 – 12:30 PM | One Father’s Mission to Shatter the Addiction Crisis | |
| Gary Mendell, Founder, HEI Hotels & Resorts; Founder & Chairperson Emeritus, Shatterproof | ||
| In this deeply personal and powerful talk, Gary Mendell shares the story behind founding Shatterproof, a national nonprofit dedicated to ending the addiction crisis. Motivated by the loss of his son Brian, Gary turned grief into action, mobilizing families, policymakers, and communities to transform addiction treatment, eliminate stigma and educate and empower communities. His journey is a testament to the impact one determined parent can have on millions of lives. | ||
| 12:30 – 1:30 PM | Lunch Break | |
| 01:30 – 01:40 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | ||
| 01:40 – 02:00 PM | Fireside Chat | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Gaurav Dhume, Co-Founder & President, Elliot Systems | ||
| 02:00 – 02:10 PM | Not Your Father’s Mutual Fund: Next-generation crypto indexing for sophisticated portfolios | |
| Griffin Peer, Head of Business Development, Reserve | ||
| As tokenization accelerates toward Citigroup’s forecasted $4T by 2030, portfolio allocation strategies must evolve. DTFs (Decentralized Token Folios) represent the convergence of traditional indexing with blockchain innovation by offering exposure to crypto narratives through professionally constructed baskets. From broad market or sector specific indexes to simplifying DeFi yields, DTFs provide institutional investors with precise, liquid access to crypto’s highest-conviction opportunities while maintaining the diversification and transparency standards family offices demand. | ||
| 02:10 – 02:20 PM | Beyond the Rearview Mirror: Leveraging Quantum-Sensory AI for Predictive Decision-Making | |
| Nadab (“Niddy”) Akhtar, Founder & Managing Partner, Excite Capital | ||
| In this engaging session, Nadab Akhtar (Founder and Managing Partner of Excite) will chronicle Excite’s pioneering efforts in integrating quantum algorithms that emulate human cognitive processes. Traditional predictive models often rely solely on historical data, akin to navigating by looking through the rearview mirror. In contrast, Excite’s approach utilizes advanced quantum computing techniques to process complex datasets in real-time, mirroring the dynamic and multifaceted nature of human decision-making. | ||
| 02:20 – 02:40 PM | Beyond Wealth: Scaling Success, Building Legacies, and Creating Impact Across Generations | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Vinayaka Amin, Vinayaka Hospitality | ||
| 02:40 – 03:00 PM | India’s Consumer & Sustainability Opportunity: Insights on Family Office Roles in India’s Growth | |
| Chaitanya Raj Singh Bhati, HH Maharawal, Jaisalmer | ||
| Immpana Srri, Chief Investment Officer, Koherent Inc. | ||
| In this fireside chat, HH Maharawal Chaitanya Raj Singh Bhati of Jaisalmer will explore how family offices can drive sustainable growth through investments in agriculture, heritage preservation, and cultural entrepreneurship. He’ll discuss how global capital can align with India’s growth while supporting intergenerational legacy and stewardship. | ||
| 03:00 – 03:15 PM | Reputational Security: Why Brands Matter? | |
| Ambassador Ido Aharoni Aronoff, Advisor & Investor | ||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | ||
| 03:15 – 03:30 PM | Art in New Spaces: A Cure for the Loneliness Epidemic in Major Cities | |
| Gregory Alan Thornbury, Ph.D., Executive Director, Silver Art Projects – Moderator | ||
| Shannon Bender, Entrepeneur & Founder, Link to Art | ||
| Sebastian Errazuriz, Designer, Artist, Entrepreneur & Activist | ||
| People converge on alpha cities like New York and Los Angeles for the opportunities they provide, but all indications point to the fact that people are more isolated and lonelier than ever. Bellwether institutions – religious, political, and conventional – are failing to reach heart and soul. To address this crisis, a spate of new social clubs are springing up, enticing the next generation to finding new ways to connect. From Zero Bond and Secret Soho to Lightning Society and Silver Art, one thing that these private associations are looking for is inspiration from the arts. Join Dr. Gregory Alan Thornbury and Shannon Bender for a discussion of how art is changing the way coming generations are thinking about how we live our lives in community. | ||
| 03:30 – 03:45 PM | From Conflict to Connection: Conversations That Matter | |
| Amy Brodsky, Founder & CEO, Sky Consulting | ||
| The ability to navigate difficult conversations is one of the most powerful drivers of effectiveness and connection. This session equips families and CEOs with the skills to turn conflict into clarity, strengthen bonds, and create healthier dynamics that fuel happiness and performance. | ||
| 03:45 – 04:15 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| Joe LeBas, President & Managing Director, Concorde Group Holdings LLC | ||
| Dr. Howard Berman, Founder & Executive Chairman, Coya Therapeutics, Inc. | ||
| Dr. Robert J. Leaf, DMD, Founder & CEO, Keep AI Safe Foundation | ||
| Adam Kessner, Principal, Kessner Real Estate Investments | ||
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder, Zeus Companies | ||
| Tyler Wanke, Family Member | CEO & Co-founder, Madison Scientific (MadSci) | ||
| 04:20 – 04:30 PM | The Intersection of Art, Identity, and Nature | |
| Yigal Ozeri, Artist | ||
| Yigal Ozeri will explore the convergence of art history, psychology, and nature in his photorealistic portraiture. Through his cinematic oil paintings, Ozeri brings life to the emotional connection between his subjects and the landscapes they inhabit, prompting a deeper conversation on the power of authentic experience and the connection between reality and fantasy. | ||
| 04:30 – 05:00 PM | Cocktail | |
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