The 2016 East Coast Family Office & Wealth Management Conference

The East Coast Family Office & Wealth Management Conference 2016

Following a sold out 2015 event, we are proud to present our 4th conference for the area’s top ultra high net worth individuals and single family offices at the Union League Club., NYC.

We offer not only cutting edge education but also a networking platform for local and international families that 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 who seek investments, partners, or just good friendship. 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.

This year we will discuss Investment in food & beverage, sports & entertainment panel, impact investing, direct investment, co-investment amongst families, alternative investments, next generation issues, high tech & innovation, homeland security, cyber security threats and women in family business.

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


2016 Agenda
08:00-09:00 AM Registration and Refreshments
09:00-09:05 AM Opening Remarks: Mr. Denny Chared, CEO, DC Finance
09:05-09:10 AM Conference Chair: Ms. Judith Klebanow, Wealth Advisor, New York Life
The High Tech Session
09:10-09:40 AM The High Tech Panel
Moderator: Mr. Matthew Kibble, Founder and CEO, Australy International (SFO)
With: Mr. John Edge, Founder & Chairman – ID2020, Mr. Michael Englander Managing Partner, Millenium Partners, LLC, Mr. Avichay Nissenbaum, Co-Founder and General Partner, lool Ventures, Mr. Mark G. Shafir, Head of Technology, Media & Telecommunications and Global Co-Head of Mergers & Acquisitions, Citigroup Inc.
09:40-09:50 AM Longevity and Regenerative Medicine – Cell Therapy by Pluristem – Ms. Karine Kleinhaus, Vice President North America, Pluristem Therapeutics Inc.
09:50-10:10 AM Creating New Global Standards of Care – from Given Imaging’s PillCam to HyGIeaCare® Prep – The Easiest Prep for Colonoscopy -Mr. Gavriel D. MeronCEO and Chairman, HyGIeaCare Inc, Founder Given Imaging Ltd
10:10-10:20 AM ASAPP Provides Real-Time Services To Your Doorstep  Mr. Michael J. Calabrese, Marketing Director, ASAPP
The Investment Session
10:20-10:40 AM Diversifying Away from US Investments: Finding Opportunities in Alternative Assets Mr. Juan Carlos Artigas, Director of Investment Research, World Gold Council
10:40-11:05 AM The Food & Beverage Consumer Goods Panel
Moderator: Ms. Marcia Nelson, Founder & CEO, Deals & Divas
With: . Dan Glickberg, Co-Founder and Partner at Rodeo CPG, Mr. Ben Bryce, Managing Partner at Align Ventures, Mr. Martin Okner, Board Member, Strategic Advisor, SHM Corporate Navigators, Mr. William V. Andrews, Principal of Ocean Blue Entertainment.
Food, Fashion, Film — Family Office Investments in Consumer and Lifestyle Companies. Family offices discuss how they leverage their personal knowledge to enhance their investments in a variety of companies across the consumer and lifestyle market. They will share ideas on the types of companies they invest in, how they add value to the company, and some of the challenges they face in a competitive marketplace.
11:05-11:15 AM Meeting the Global Security Concerns of the Wealthy Traveler, Mr. Chris Kollas, Vice President, TCS World Travel
11:15-11:40 AM Refreshment Break
11:40-12:00 PM The Real Estate Panel
Moderator: Mr. Mark Rubin, Senior Managing Director, FTI Consulting
With: Ms. Kay Auer, Chief Financial Officer, WaterWalk Hotel Apartments, Mr. Joseph Sitt, President & CEO, Thor Equities, Mr. Timothy H. Callahan, Chief Executive Officer, Callahan Capital Properties
12:00-12:30 PM The Next Generation Investing for Profit & Impact Panel
Moderator: Ms. Michele Demers, Founder & CEO, Boundless Impact Investing.
With: Mr. Joshua Marc Tanenbaum, Founder of Clearstone Group and Board Member of the Polonsky Foundation, Mr. Justin Kamine, Managing Director, Kamine Development Corporation, Ms. Cynthia Muller, Program and Portfolio Officer, Kellogg Foundation
This panel will provide insights into the growing and complex world of impact investing from the perspective of “NextGens” — the next generation of wealth holders.  It is estimated that the Baby Boomer generation will pass on approximately $59 trillion to NextGens in the next decade. Many family offices are increasingly active or interested in impact investing, and this panel will help explain what personal values or interests drive their investment choices and decisions.  Boundless Impact CEO Michele Demers will lead a discussion that will provide a window into the kinds alternative investments that are achieving both remarkable financial and social/environmental returns, and how this rising generation is even influencing traditional investing.
12:30-1:20 PM Lunch
1:20-2:00 PM Keynote Speaker: Mr. Sam Zell, Chairman, Equity Group Investment – A Discussion about career, the global economy and investment opportunities
The Family Business Session
2:00-2:30 PM The Next Generation Panel
Moderator: Mr. David Homan, Executive Director, AICF
With: Ms. Mickey Penzer, Operations Manager, Life Inc. Pool Trusted, Ms. Helena Durst, Co-Vice President, Durst Organization, Mr. Charles Rockefeller, Head of Partnerships and East Coast Business Development, Composite Apps, Inc., Mr. Jason L. Ma. Founder, CEO & Chief Mentor, ThreeEQ
The Business of Philanthropy:  A discussion on the importance of strengthening philanthropic bonds across generations
2:30-3:00 PM Predictions, Pathways, and Policies
Moderator: Mr. David Homan, Executive Director, AICF
With: Ms. Candice Cook, Managing Partner, The Cook Law Group, Ms. Nathalie Mollino, CEO, Brava Investments, Ms. Anastassia Dellaccio, Co-Founder, Dolci Gelati
Predictions, Pathways, and Policies:  A futurist discussion on investment, engagement, and business scalability in relation to outcomes, engagement, and wholistic growth.
3:00-3:30 PM Refreshment Break
3:30-3:50 PM Elections 2016 – Analysis and Forecast
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jason Meister, Senior Director; Ackman-Ziff Real Estate Group, Ms. Sharon Bush, Business woman and Philanthropist, Ms. Jeniffer Grossman, CEO, Atlas Society
Our Political Experts battle it out and help you understand how the Elections will effect America and your portfolio.
3:50-4:20 PM Direct Investing and Family Office Deal Flow
Moderator: Ms. Katherine Hill Ritchie, CEO, Pex Global (SFO)
Speakers: Mr. Ira Perlmuter, Managing Director, TS Equity Partners (SFO), Mr. David Miller, Partner, Landon Family Office (SFO), Mr. Mesh Lakhani, Investment Manager, Lakhani Family Office (SFO), Mr. Adam Fried, Partner, Stillwater LLC (SFO)
Direct investing – early stage vs. investing in mature companies, active control positions vs. minority stakes, red flags and important issues to review during due diligence.
4:20-4:50PM The Homeland and Cyber Security Panel
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jonathan Conrad, Chariman, CEO and Founder of AdmieMobile, Mr. John Sitilides, Principal, Trilogy Advisors, Mr. Michael Spencer, Investor Relations, CipherLoc Inc.
Hear from the Experts regarding the latest cyber threats, what you can do to protect your families and other National Security issues.
6:30 PM Cocktail Party – Eden Gallery
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Michael J. Calabrese

Michael Calabrese has spent the better part of a decade connecting with audiences in the political and sports entertainment arena. In 2009, he served as Rob Astorino’s Digital Media Coordinator during Astorino’s successful bid for Westchester County Executive. His next race took him statewide as a member of Harry Wilson’s campaign for New York State Comptroller. He served as a traveling aide, assisting with fundraising, public relations, speeches, and community outreach. 

 In 2011, he successfully launched, a sports social network that went on to produce daily content for the USA Today Media Group. Since then, he’s worked for NBC Sports, and contributed to the Fox Sports Engage Network, theScore, MSN and as a sports journalist. He also hosts and produces a weekly college football podcast on iTunes.  

 He received his BA in Political Science and Writing from Loyola College in Maryland in 2008. 


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Sharon Bush

Sharon Bush understands the political machine as she has been in and out of the White House over the span of 2 Bush presidents. Her former father-in-law, George Herbert Walker Bush ( referred to as 41 for 41st president) and George Walker bush ( her former brother -in-law) and referred to as 43 for 43rd president. She had a birds eye view of two Presidents and one Vice President .
Sharon has currently co- founded an educational business called Scout About with her daughter Lauren Bush Lauren . They are working on this with Mattel toy company .
She is also very involved in a plant based science company , Protein Matrix, that has currently been issued 3 patents for their work in waste water treatment  and also oil remediation.

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Joseph Sitt

Joseph Sitt is President and CEO of Thor Equities, a global leader in urban real estate development, leasing and management of commercial, residential, retail, hotel and mixed-use assets.  Founded in 1986 by Mr. Sitt, Thor Equities owns prime property in the United States, Europe, Canada and Latin America, with portfolio transactions and a development pipeline in excess of $10 billion and totaling more than 20 million square feet.  Mr. Sitt is also CEO of Thor Retail Advisors, a premier leasing agent and exclusive representative of global retailers in their search for prime locations; Chairman of Thor Urbana, which develops and acquires retail, office and mixed-use properties in Mexico City, Guadalajara, Puebla and other large Mexican cities; and Chairman and Managing Principal of Thor Urban Property Funds, an investment vehicle serving pension funds, investment banks, top-tier college endowments and foundations.  Mr. Sitt was awarded the 2014 Ernst and Young Entrepreneur of the Year award.  He founded women’s clothing retailer Ashley Stewart in 1991, and expanded the company to 380 stores in over 100 cities. 

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Timothy H. Callahan

Tim Callahan currently serves as Chief Executive Officer of Callahan Capital Properties. Prior to founding CCP, Mr. Callahan served as President, Chief Executive Officer and Director of Trizec Properties, Inc. (NYSE: TRZ), a 40 million square feet national office REIT from August 2002 until the closing of the acquisition of Trizec by Brookfield Properties and Blackstone in October 2006.

CCP is currently engaged in a strategic partnership with Ivanhoe Cambridge, the global real estate subsidiary of The Caisse de dépôt et placement du Québec.  The goal of the partnership is to build a national platform of high quality CBD office buildings in major markets across the United States.

From October 1996 through April 2002, Mr. Callahan was Trustee, President and Chief Executive Officer of Equity Office Properties Trust (NYSE: EOP), a public U.S. real estate investment trust, during which time the office portfolio grew from 32 million square feet to approximately 125 million square feet located across all major U.S. markets.

From 1992 through 1996, Mr. Callahan held various executive level positions, including CFO, at Equity Group Investments (EGI), Sam Zell’s holding company. At EGI, Mr. Callahan was responsible for coordinating all financing and capital markets activities involving EGI, including real estate and corporate transactions.

Prior to joining EGI, Mr. Callahan was Director of Development, Northeast Region with The Edward J. DeBartolo Corporation in Youngstown, Ohio from June 1988 to July 1992.

Before joining DeBartolo, Mr. Callahan served as Senior Vice President at Chemical Realty Corporation, a division of Chemical Bank. During his 14 years at Chemical, he was responsible for all real estate lending activities with clients throughout the Midwest and Mid-Atlantic regions before transferring to the Investment Bank, where he was responsible for various real estate investment banking activities.

Mr. Callahan is a member of the Real Estate Roundtable and serves as a founding Board member of the UCLA Ziman Center for Real Estate.

Mr. Callahan received a B.A. in pre-professional studies from the University of Notre Dame and attended The New York University School of Business.


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Mark Rubin

Mark Rubin is a Senior Managing Director in the NY office of FTI Consulting where he oversees the firm’s Family Enterprise Services group.  Mark brings his 30+ years of advising Family Offices, Family Businesses, and Family Foundations in offering FTI’s resources in tax advising, transaction support including sourcing and structuring of capital, and governance planning to individuals and multigenerational families, in particular those with meaningful real estate interests.

Mark has authored many articles and has been quoted in the Wall Street Journal and The New York Times.  He holds an accounting degree from Penn State University and is a CPA in New York.  Mr. Rubin is an active member in professional organizations, including the AICPA and the Family Firm Institute (FFI).  He has been chair of two Annual Conferences for FFI and founded the Family Office Committee of the NYS Society of CPAs.  Mark has served on family enterprise and non-profit boards.

FTI Consulting, Inc. is an international tax and consulting firm committed to identifying and meeting client needs with practical, effective solutions.  Our teams of seasoned professionals, located in 28 countries on 6 continents, work collaboratively to provide timely, cohesive advice to our clients around the globe. 

FTI’s Family Enterprise Services group provides a range of integrated services focused on protecting and building wealth for family offices, their businesses and other enterprise interests. In addition to tax, valuation, business intelligence/industry expertise, global investigations and performance improvement services, its subsidiary FTI Capital Advisors, LLC. performs a array of investing banking services and acts as a conduit for quality direct deal flow.


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Gavriel Meron

Gavriel Meron is one of Israel’s top Medical Devices pioneers and was the founder and CEO of Given Imaging which he led from an idea to an IPO and then to a valuation of over a billion dollar.

Mr. Meron will be presenting his new venture –  HyGIeaCare Inc. – established to scale up an easier and more patient friendly prep for colonoscopy, through a chain of HyGIeaCare Centers.

Gavriel (Gabi) brings over 40 years of leadership experience to HyGIeaCare®, with 18 years of experience in the gastroenterology market.

In 1998 Gabi founded Given Imaging Ltd., and served as President and CEO till 2006. Prior to that, Mr. Meron held executive positions, including:  CEO of APPLItec Ltd., General Manager and COO of Optibase Ltd. (Nasdaq: OBAS); CFO of InterPharm Laboratories Ltd. (NASDAQ: IPLLF); VP Finance and Administration of Numax Electronics Inc., Hauppauge, NY; Head of Corporate Budgets for the Tadiran Group; Officer in the Israel Defense Forces General Headquarters, retired Major.

Gabi has an M.B.A. from the Recanati School of Business, Tel Aviv University (1979) and a B.A. in Economics and Statistics from the Hebrew University, Jerusalem (1973).


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Juan Carlos Artigas

Juan Carlos Artigas is the Director of Investment Research for the World Gold Council.  His responsibilities include managing the global Investment Research team and providing oversight of research initiatives related to positioning gold as an integral part of investor portfolios. Juan Carlos has contributed significantly to reshaping World Gold Council’s approach to investment research through robust financial analysis and the introduction of ideas such as gold as a tail risk hedge which have helped further gold’s case among professional investors. He is a regular presenter at industry conferences and is a sought after speaker by institutional and private investors who seek his expertise on the strategic case for gold.

Juan Carlos previously worked for JPMorgan Securities, as a US and Emerging Markets fixed income strategist, where he oversaw the US cross-sector strategy first and the Latin American sovereign debt and Mexico local market strategy later. In this role, he developed Latin American sovereign-debt valuation frameworks and contributed to leading US and Emerging Markets strategy publications. Prior to his work at JPMorgan, Juan Carlos acted as Lecturer at the University of Chicago and participated in various statistical consulting projects. Before his postgraduate studies, Juan Carlos served as an Advisor to the General Director of Planning, Programming and Budgeting at the Ministry of Education in Mexico City.

Juan Carlos holds a BS in Actuarial Sciences from ITAM (Mexico), and an MBA and MS in Statistics from the University of Chicago. He was also a candidate for Doctor of Philosophy in Econometrics and Statistics from the University of Chicago.

 Juan Carlos previously worked for JPMorgan Securities, as a US and Emerging Markets fixed income strategist, where he oversaw the US cross-sector strategy first and the Latin American sovereign debt and Mexico local market strategy later. In this role, he developed Latin American sovereign-debt valuation frameworks and contributed to leading US and Emerging Markets strategy publications. Prior to his work at JPMorgan, Juan Carlos acted as Lecturer at the University of Chicago and participated in various statistical consulting projects. Before his postgraduate studies, Juan Carlos served as an Advisor to the General Director of Planning, Programming and Budgeting at the Ministry of Education in Mexico City.

Juan Carlos holds a BS in Actuarial Sciences from ITAM (Mexico), and an MBA and MS in Statistics from the University of Chicago. He was also a candidate for Doctor of Philosophy in Econometrics and Statistics from the University of Chicago.

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Charles Rockefeller

Composite Apps, Inc. – Head of Partnerships and East Coast Business Development

Composite Apps is a digital consulting company that specializes in applying a combination of mobile technology, user experience, and advanced analytics to solve real-world business problems. A leader in large-scale Enterprise solution development, Composite Apps works with businesses to maximize the value of existing IT investments by creating unprecedented visibility and empowering users with tools to impact data-driven change within their organization.

Prior to this role, Charles was a co-founder at LearnerX and Halio Health,  innovation companies that create science-based, technology-enabled products and services to help people develop practical habits to improve their lives.. In 2013 Charles received a master’s degree in education from the University of Pennsylvania, while concurrently earning three certificates from the Wharton School of Business.  Prior to that, he earned a master’s from the McDonough School of Business at Georgetown University.  Previously, Charles worked as a marketing manager at and then in the Global Private Client Group at Sotheby’s, Inc., where he created a loyalty program for Asian clients.  A graduate of Stanford University, Charles is a Trustee of Historic Hudson Valley and Asia Society as well as a member of the President’s Council of the University of Tokyo.

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Cynthia Muller

Cynthia Muller recently joined the W.K. Kellogg Foundation’s mission driven investments team as a program and portfolio officer. Her primary responsibility will be to lead investment portfolio management for the foundation’s $100 million in U.S. and international impact investments targeting food, education, health and wellbeing.

Prior to joining W.K. Kellogg Foundation, Cynthia developed and managed Arabella Advisors impact investing practice where she helped foundations and individuals understand the field of impact investing; develop strategies, and structure investments to accomplish their social and environmental goals. During her tenure she oversaw deal sourcing and structuring for more than $80 million in of investments in health, education, microfinance, housing, and green technology—both domestically and internationally. Cynthia also led several evaluations of impact investment portfolios, and she regularly presented and blogged about trends and practices within the field.

Cynthia previously led strategic initiatives at Capital Impact Partners, where she developed and managed more than $80 million in impact investments and worked on nationally focused investment funds and initiatives targeting health, food, education, energy efficiency, and economic development. Cynthia serves on the board of Groundswell and Enterprise Community Loan Fund.

Cynthia graduated from Stanford University with a bachelor’s degree in psychology and has an MBA from the University of Washington and resides in Grand Rapids, Michigan with her husband and daughter.


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