The 2017 East Coast Family Office & Wealth Management Conference

October 24th, 2017 Agenda
08:00-09:00 AM Registration and Refreshments
09:00-09:10 AM Opening Remarks 
Conference Chair: Mr. Jason Cain, Private Client Services, BDO USA LLP and Mr. Denny Chared, CEO, DC Finance
The Investment Session
 09:10-09:25 AM Where to Invest? Insights from Mr. Ben DuPont, Managing Director, Chartline Capital Partners
A Glimpse Into the World of Medical Cannabis
09:25-09:45 AM The Medical Cannabis Panel – Demystifying transformation and innovation in the cannabis sector
Moderator: Ms. Jeanne Sullivan, Chief Inspiration Officer, Sullivan Adventures LLC
With: Dr. Debra Kimless, Medical Advisor, ForwardGro, Mr. Alain Bankier, Member, New York Angels
09:45-10:05 AM Venturing into Medical Cannabis Startups: The Art of Investing in Cannabis Startups, Mr. Carter Laren, Co-Founder, Gateway
10:05-10:15 AM Nectar: A True Cannabis Success; Explosive Growth Yesterday, Today and into the Future, Ms. Devra Karlebach, COO, Nectar Holdings, Inc.
10:15-10:25 AM Investing For Income, Mr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Capital Partners
A Perspective on Real Estate Investments for 2018
10:25-10:40 AM Real Estate Investing in Secondary Markets, Mr. Andy Weiner, President, RockStep Capital
10:40-11:10 AM The Real Estate Panel 
Moderator: Ms. Wendy Craft, Chief Operating Officer, Favara Family Office
With: Ms. Belinda Schwartz, Chair,  Real Estate Dept., Herrick Feinstein LLP, Mr. Scott Bennett, Vice President, Northeast Region, Wells Fargo Real Estate Asset Management, Mr. Stuart Eisenberg, Partner and National Real Estate & Construction Industry Practice Leader, BDO USA, LLP, Mr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Partners
 11:10-11:40 AM  Refreshment Break
 11:40-12:20 PM The Direct Investing Panel
Moderator: Mr. Jason L. Ma, Founder & CEO, ThreeEQ
With: Mr. Billy Draper, Investor, Draper Associates, Mr. David Lifschultz , Managing Partner, Lifschultz Organization, and Managing Partner, L Investments,  Mr. Ira J. Perlmuter, Managing Director,Triple Five GroupMr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Partners
A discussion panel about the ways Family Offices are moving more toward direct investing and co-investing with funds and other families.
12:20-12:30 PM Mitigating Food Security and Safety with Science and Technology, Mr. Ohad Zuckerman, Managing Partner, Copia Agro & Food
12:30-12:50 PM The Education Panel
Moderator: Mr. Bill Hughes, Partner, Milamber Ventures
With: Mr. Adam Newman, Co-Founder & Managing Partner, Tyton Partners, Ms. Bobbi Kurshan, Executive Director of Academic Innovation & Sr Fellow in Education, Penn Graduate School of Education, Mr. Matthew Greenfield, Managing Partner, ReThink Education, Mr. John Katzman, Founder and CEO, The Noodle Companies
Education is US $3 trillion industry globally and it is being disrupted by technology, creating massive opportunities for impact and returns.  But investing in education has proved perilous for many.  Are the opportunities real or illusory?  Where are they?  A panel of pros in ed tech investment and innovation discuss and debate the opportunities facing investors.
12:50-02:00 PM Lunch
01:30-02:00 PM Special Lunch Presentation -The Story of HAMLET – A Novel Approach to Treating Cancer, Professor Catharina Svanborg, Senior Professor of Clinical Immunology, Microbiology, Institute of Laboratory Medicine, Lund, Sweden
02:00-02:30 PM The Financial Reveal: How & why to talk to your Kids about Family Wealth
Dr. Paul Hokemeyer, Family & Consulting Therapist & Mr. Adil AdiFounder & CEO, Worldlink
02:30-03:00 PM The Film & Theatre Panel
Moderator: Mr. Oliver Roth, Producer & CEO, OHenry Productions
With: Ms. Wendy Federman, CEO, Foolish Mortals Productions, Mr. Stephen J. McCarthy, Managing Director, KCG Capital Advisors
There’s no Business like…. – A look into some of the most exciting passion investment fields – Film and Broadway!
03:00-03:30 PM Refreshment Break
03:30-04:15 PM Cybersecurity’s Accelerating Threat: The Impact of Evolving Technologies
Moderator: Mr. Jonathan Conrad, CEO & Founder, Admiemobile LLC
With: Mr. Jonathan Granoff, President, Global Security Institute, Mr. John RiggiHead of Cybersecurity and Financial Crimes Unit BDO Consulting Managing Director, Mr. Yalkin Demirkaya, President, Cyber Diligence, Inc, Former Head of Computer Crimes in NYPD, Ms. Jennifer Miller, President, Bioethics International, Mr. Rafal Rohozinski, Chief Executive Officer, Secdev Group
Don’t worry about your worst fears!   Following our initial presentation, our panel of leading experts will be prepared to address your questions on critical issues ranging from cybercrime and national security, to privacy and health care, to the implications of quantum computing, machine learning, artificial intelligence and the Internet of Things.
04:15-04:45 PM The Impact Investing Panel – Investing in Early Childhood Resiliency
Moderator: Mr. Matthew Weatherly-White, Co-Founder and Managing Director, CAPROCK Group
Panelists: Ms. Sarah Cone, Managing Partner, Social Impact Capital , Mr. Kimbal Musk, Co-Founder, The Kitchen Community
This panel discussion will focus on investable ideas in early childhood resiliency, at the intersection of tech, agriculture, nutrition, and education.  
05:00-06:30 PM Cocktail Reception Sponsored by BDO at the Union League Club


Share with friends

Mr. Jonathan Conrad

Jonathan M. Conrad is the Chairman, CEO and founder of AdmieMobile LLC, an early stage software company.  He is the co-inventor of AdmieMobile’s peer-to-peer software, whereby data can cross multiple platforms in the mobile and desktop space in a secure and private/trust and verify environment, without storage in the cloud.  His patents are Systems and Methods for Establishing and Maintaining Virtual Computing Clouds and have been granted by the U.S. Patent and Trademark Office. The first patent was published on November 4, 2014 and a second Patent was published on March 14, 2017. A third related continuation patent was filed on March 13, 2017.  Mr. Conrad is a member of the National Committee on American Foreign Policy (NCAFP) cyber security round table which includes some of the nation’s leading experts in the field.  He has participated at West Point Military Academy’s Army Cyber Institute briefings.  He is also a frequent speaker on cybersecurity.  Mr. Conrad’s experience in senior management positions has been with organizations ranging from a large national bank, to operating a mid-size public company as an executive officer, to working with early stage companies, often as a principal or CEO in fields which usually included cutting edge technologies.

He was instrumental in the creation of the federal legislation enabling broad-based use of leveraged Employee Stock Ownership Plans (ESOPs).  As a commercial banking officer of a national bank, he testified before and worked with the Senate Finance Committee, chaired by Russell B. Long (D-La.). During the Reagan Administration, he was appointed to the Commercial Space Advisory Committee of the US Department of Transportation, created by executive order of the President and testified at a hearing before the US House of Representatives Committee for the Science and Technology Subcommittee on Space Science.  He served as a Senior Advisor to the original X PRIZE for space travel.  Mr. Conrad was a member of the “Harvard North Pole Discovery Centennial Commemorative Committee” to honor Robert Peary and Matthew Henson for their historic accomplishment for being the first to reach the North Pole in 1909.   In a related prime time PBS documentary, he appeared in “North Pole Promise”, a timeless story of these two iconic American explorers.  Mr. Conrad is a Medalist of The Explorers Club as well as a former Director and Officer. He has led discussions at the Club for a series of “green dinners” on the impact of certain food groups on health, climate change and wildlife. He also serves on the International Board of Mr. Conrad is a graduate and Trustee of Washington and Jefferson College, and resides in New York.

Share with friends

Ms. Belinda Schwartz

Belinda Schwartz chairs Herrick’s Real Estate Department, one of the largest commercial real estate law practices in New York City. Belinda advises prominent developers, owners, funds, investors and family-owned real estate businesses in complex debt and property acquisitions and dispositions, joint ventures, financings, development deals, ground leases and related matters. Belinda’s clients value her ability to find common ground in negotiations and achieve a desirable outcome as swiftly as possible. She frequently advises clients in portfolio deals for residential, hospitality and commercial properties across the U.S., and in key markets such as Miami, Los Angeles and Chicago. She has also advised on several of New York City’s biggest development projects, including Brooklyn Bridge Park’s Empire Stores complex, Downtown Brooklyn’s 1.8 million square-foot City Point project, and one of the largest land swaps in Manhattan history, a deal which won REBNY’s coveted Most Ingenious Deal of the Year Award.

Share with friends

Mr. Stephen J. McCarthy

Stephen J. McCarthy is the Managing Director of KCG Capital Advisors, a family investment office/foundation administration venture that he co-founded with his late father, John M. “Jack” McCarthy, a former Co-Managing Partner/CIO of Lord Abbett ($149 billion AUM partnership established in 1929). Mr. McCarthy has over forty years of diversified professional experience in both the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty-year period, he held senior executive positions in the strategic planning, credit/risk management, business consulting, capital markets and retail brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively.

During the past twenty years in the wealth management arena, Stephen has appeared on CNBC’s “High Net Worth” program with Tyler Mathisen and “Bloomberg Business” with Tom Keane, presented at multiple investment conferences  for Campden/IPI, FOA, Institutional Investor, IIR/Lido Consulting among others, has written for Trust and Estates magazine and has been quoted frequently in Barron’s, Investment News, Spectrem and Family Wealth Report. Simultaneously, during two decades in the philanthropic/social impact field,  Mr. McCarthy has been a planning team member/panelist at the COF Family Foundation Conferences,  an organizer/presenter at the Association of Small Foundation (ASF)  events, an advisor to the National Center for Family Philanthropy (NCFP), a group discussion leader/board member of Philanthropy New York (PNY) and an award winning mentor/coach/semifinal judge at the annual $300K NYU/Stern Business Plan Competition, where he specializes in the social entrepreneurship track.

An honors graduate of Chaminade HS,  Stephen received a Bachelor of Arts in dual majors – Economics and Government – from Wesleyan University, was granted a Master of Business Administration in Finance from the Leonard N. Stern School of Business at New York University and completed an EE Certificate Program in Entrepreneurship/ Venture Capital Investing at the University of Pennsylvania’s Wharton School. Mr. McCarthy is trustee of his family’s 30-year-old private foundation, represented his clan as a long-time member of the Institute for Private Investors (IPI), is a founding member/original trustee of The Greenwich Roundtable (GR) and a cofounder of The Gotham Triangle (TGT). In addition, he is President of Shaking The Tree (STT) Interactive Productions ( and a Partner/Executive Producer with Matthew Miele’s Quixotic Endeavors (QE) film production company featuring corporate/individual biopics such as “Scatter My Ashes at Bergdorf’s”, “Crazy About Tiffany’s”, “Harry Benson: Shoot First”

Share with friends

Mr. John Katzman

John Katzman is an education entrepreneur. He is the founder and CEO of The Noodle Companies, a studio whose operating companies connect learners, educators, and technologies. Prior to that, he founded and ran 2U, which works with research universities to create high-quality online degree programs. Before that, he founded and ran The Princeton Review, which helped over 50% of students applying to U.S. colleges and universities each year find, get into, and pay for school. Katzman is the co-author of five books and a director of several for- and non-profits, including the Woodrow Wilson Foundation, the National Alliance of Public Charter Schools, American Honors, and Renaissance Learning.

Share with friends

Mr. Ira J. Perlmuter

Ira founded T5 Equity Partners, LLC as the direct, private equity investing affiliate of a family office.  He has completed ten acquisitions including several manufacturing companies, military parts businesses, oil and gas companies, and a community bank.  Ira serves as Chairman of five of the companies and as Chairman of the Credit and supra-Board Compliance Committees of the bank.  He focuses on oversight of company operations, new business development, acquisitions and joint ventures with other family offices and companies.  His most recent joint venture is with BYD, the $17 billion Chinese battery and electric vehicle manufacturer, to make a fully electric refuse truck.  Ira is also a Founder of the Cleantech Family Office Syndicate, and has developed a program with the U.S. Department of Commerce, Minority Business Development Agency.

Ira has completed over $17 billion of restructuring, turnaround and bankruptcy/distressed M&A transactions in over 50 industries, as a banker, investment banker and principal.  His own financial advisory firm, Cove Capital Advisors, Inc., completed over $5.5 billion of assignments. Among the more notable engagements were appointment as Trustee of the $700 million, Daewoo International (America) Corporation bankruptcy trust and serving as exclusive financial advisor to JP Morgan Chase on two, multi-billion dollar bankruptcies.

Share with friends

Mr. Mauricio J Rauld, ESQ

Four Peaks Capital Partners mission is to help create and preserve the wealth of an exclusive group of affluent investors with tangible investment alternatives to the stock market that provide income and help build wealth for future generations.

Before joining Four Peaks Capital Partners, Mauricio’s focus was in private placements and asset protection helping clients raise well in excess of $100 million in capital through Reg D offerings. Mauricio assists with capital raising while ensuring compliance across all governing authorities. Mauricio was selected as a Southern California Rising Star by the Southern California Super Lawyers magazine, which recognized him as a top 2.5% ‘up-and-coming’ lawyer in Southern California.Most recently, he served as general counsel to Mahogany Bay Village (Hilton’s newest branded resort hotel) in the development of the country’s largest luxury resort in Belize, where he resided during the development phase and beyond.

Share with friends

Mr. Yazan M. Abdeen

Yazan has over 14 years of experience in asset management in the MENA region investing in emerging markets. He has built experience of setting award-winning asset management practices in Dubai and Saudi Arabia through his career.

Yazan is currently the Head of Capital Markets at a private family office in the UAE based in Dubai. Previously, Yazan was heading MENA Capital Markets at SEDCO Capital in Saudi Arabia (one of the largest family offices in Saudi), managing a team of investment analysts and portfolio managers. Yazan has been continuously named in the MENA top 50 fund managers and has been awarded fund performance awards in addition to being named the Saudi asset manager of the year two years in a row,

In his previous roles, Yazan was the Fund Manager of ING Investment Management covering MENA and Frontier Markets. ING Investment Management was one of the first international asset managers to set up a MENA dedicated Asset Management practice with an investment team that was based in the Dubai International Financial Center.

Yazan holds a BSc in Mathematics and Computer Science from the American University of Beirut, Lebanon and an MBA from London Business School.

Share with friends

Prof. Catharina Svanborg

A pioneer in the fields of innate immunity and cancer biology, from basic discovery of disease mechanisms to therapeutic studies. The work of CS is highly cited (h-index 86, 20639 citations). She has published  400 papers and reviews, many in high-ranking international journals and has supervised about 50 PhD students. CS in the founder and chairman of Hamlet Pharma; a biotech company listed in Sweden.The company is preparing to start clinical trials in patients with bladder cancer.

Share with friends

Mr. Ohad Zuckerman

Ohad is a managing partner at Copia Agro & Food, an Israeli impact fund that invests in proven technological projects developed in Israeli research institutes. Copia matches to each project suitable industrial partners and transforms the technologies into commercial products and processes.

Ohad gained his experience in management and business during 18 years at Zeraim Gedera, an Israeli leading seed company, 8 of them as its CEO. He transformed it from local family company to a multinational company, initiating its successful sale in 2005 to Markstone Capital and in 2007 to Syngenta.

In 2009 Ohad co-founded UniVerve, which developed and patented a highly efficient microalgae biomass production technology. Ohad still acts as the Chairman of the company, which is active in Israel, Asia and the US.

Ohad holds a joint Executive MBA degree from Kellogg Management School, Northwestern University of Chicago and Recanati School of Business, Tel Aviv University, as well as a B.Sc. in Agriculture from the Hebrew University of Jerusalem.

As a seasoned and visionary leader, with a proven track record, Ohad is a board member of various Israeli Agricultural and Hi-tech private and public companies. He contributes from his experience in implementation of innovative business models, driving profit and growth as well as governance issues.




Share with friends