The 2018 East Coast Family Office & Wealth Management Conference

2018 Agenda

08:00-09:00am Registration & Refreshments
09:00-09:10am Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Moderator: Mr. Dale Jackson, Financial Markets Research, WABC Radio NYC
09:10-09:30am Think Bigger: Entrepreneurs and their Families  – Mr. Michael Sonnenfeldt, Founder & President, TIGER 21
The Technology Session
09:30-10:10am The Artificial Intelligence Panel
Moderator: Mr. Mark D. Minevich, Advisor & Digital Fellow to CEO, IPsoft, Sr Fellow of US Council on Competitiveness
With: Mr. Chetan Dube, President & CEO, IPsoft, Mr. Michael O’Rourke, Senior Vice President, Machine Intelligence & Data Services, Nasdaq, Mr. Irakli Beridze, Head of the United Nations Center for Artificial Intelligence and Robotics (UNICRI), Mr. Gideon Mann, Head of Data Science, Bloomberg L.P., Mr. Mike Tamir, Head of Data Science, Uber ATG, Mr. Hussein Mehanna, Director, Google AI/MI
This panel will together with leading global experts explore some of the most critical issues facing AI, such as: how has technology changed the way people are hired and the future of work with intelligent machines converging with humans, how do we measure ROI in AI, discussion about benefits, risks of AI, use case examples – how traditional companies and family holdings make the best use of current technologies to solve complex problems and how do investors make money with AI, the role of humans in relation to AI is, how do we use AI for social impact, and what the exciting game changing breakthroughs on the immediate horizon are.
10:10-10:25am Evolution, not Revolution: Saga and the Future of Cryptocurrencies – Mr. Ido Sadeh Man, Founder & Foundation Council President, Saga Foundation
10:25-10:45am Federal Opportunity Zones – New Tax Incentives – Ms. Marla Miller, National Tax Office Managing Director, BDO
10:45-11:00am COPIA Agro and Food Technologies Fund – Impact Investments for a Sustainable Future – Mr. Ohad Zuckerman, Managing Partner, COPIA Ag & Food Technologies Ltd.
11:00-11:10am Investing in Innovation in Healthcare – Ms. Lisa Wheatley, Partner, Senior Research Analyst and Portfolio Manager, Nicholas Investment Partners
11:10-11:40am Break
11:40-12:00pm Fireside Chat with Mr. Mark Sotir, Co-President, EGI and Ms. Wendy Craft, Chief Operating Officer, Favara
A Look Behind the Curtain at Sam Zell’s Investment Firm – Mr. Mark Sotir will provide Insights into how Sam Zell’s Private Investment Firm looks at Opportunistic Investing and makes the most of its access to Private Principal Capital. Sotir will also cover how EGI applies Zell’s fundamental principles in identifying, pursuing and managing investments.
The Real Estate Session
12:00-12:10pm Port Tel Aviv. A New & Revolutionary Luxury Residence and Hotel – A New Standard of Luxury Lifestyle in Tel Aviv – Ms. Lee Ziv, VP Sales & Marketing, Port Tel Aviv Residence, Hagag Group
12:10-12:30pm The Evolution of Real Estate Family Offices Panel
Moderator: Mr. David Teten, Managing Partner, HOF Capital
With: Mr. Julien Haccoun, Managing Member, Steinmauer Family, Mr. Eli Verschleiser, Chairman & CEO, The Multi Group of Companies
This panel will discuss the history of the panelists’ family offices; structure; current allocation; new initiatives; use of technology; and role of the next generation family members. The model which helped families achieve wealth is likely not the right model for the next decades, or for the next generation.
12:30-01:00pm Next Generation Wealth with a Focus on Social Impact
Moderator: Mr. David Homan, CEO, Orchestrated Connecting and Executive Director, AICFWith: Ms. Grace Kim, Founder & Managing Partner, GeoStrat Ventures, Ms. Malia Fisher, Founder & President, Defiant, Mr. Justin Kamine, Cofounder, KDC Ag and Partner, Kamine Development Corporation, Mr. Xander Schultz, Venture, Impact Investing & Philanthropy, Galaxy Investment Partners
The immense transfer of wealth to the next-generation will be create a monumental shift in impact investing and social philanthropy. Four next-generation leaders who are part of the Nexus Global Community will discuss their work in impact, their motivation to act now to create social change, and how more family offices and businesses can become part of the solution.
01:00-02:00pm Lunch
02:00-02:20pm Disruption and Passion for a Change – Mr. Uri Levine, Serial Entrepreneur, and Co-Founder, Waze
The Financial Session
 02:20-02:40pm The First Generation Single Family Offices Panel
Moderator: Ms. Marcia Nelson, Managing Director, Alberleen Family Office Solutions
With: Mr. Seung Bak, Founder, Luvie Holdings, Mr. Oleg Uritsky, CEO, Helge Capital
Serials Entrepreneurs turned family offices – what’s next for the first generation wealth creators? Join us for this panel of entrepreneurs who sold their companies and started their own family offices. They will discuss what drives them, and what they’re passionate about, as well as what types of investments they’re interested in. Most importantly, what’s next for these wealth creators?
02:40-03:00pm The Fourth Industrial Revolution’s Impact on Cybersecurity: Opportunity and Disruption – Panel
Moderator: Mr. Jonathan M.Conrad, Chairman, CEO & Founder, AdmieMobile LLC
With: Mr. Jonathan Granoff, President, Global Security Institute, Mr. William F. Pelgrin, Co-Founder & CEO, CyberWA, Inc.
This panel will discuss some history to understand the future opportunity and disruption, privacy and property rights impacted, as well as core issues of the fourth industrial revelutional on national and global security.
03:00-03:20pm Break
03:20-03:40pm Managing Alternative Investments in a Rising Interest Rate Environment – Mr. Anthony Scaramucci, Founder, SkyBridge Capital
03:40-04:00pm WATERGATE and Other Movies: The Financing and Control of Independent Films – Mr. Charles Ferguson, Founder & President, Representational Pictures
04:30-06:00pm A Cocktail Reception hosted by BDO at the Union League Club
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Mr. Richard Kramer

Richard is the founder of Arete (formed in 2000), the pioneer of the independent equity research space and is based in London. For over 20 years he has focused on the wider mobile internet space, including smartphones, digital consumer products, advertising technology and other internet services. He is a frequent and highly-rated speaker at industry conferences, known for his frank dissection of industry hype and willingness to offer critical as well as positive comments on leading tech companies. Prior to founding Arete, Richard was for four years #1 ranked technology analyst in Europe at Goldman Sachs, and prior to that, worked for Nortel and at a prestigious Columbia University economics think tank.

 

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Ms. Mitzi Perdue

Mitzi Perdue is a professional public speaker who talks on How to Make Your Family Business Thrive.

Mitzi Perdue draws on the experience of her family of origin, the Henderson Estate Company which dates back to 1840 and was the forerunner of the Sheraton Hotels (her father was co-founder of the chain). She also looks to her marital family (she’s the widow of Frank Perdue from Perdue Farms) that began in 1920.

As a businesswoman herself, Mitzi founded CERES Farm in 1974. Her sons manage the company today. CERES is a major supplier of wine grapes to Joel Gott, Robert Mondavi, Kendall Jackson, Gallo, McManis, Sutter Home, Diageo, and the Wine Group.

Mitzi is an honors graduate of Harvard and holds an MP from and the George Washington University, is a past president of the 35,000 member American Agri-Women and was one of the U.S. Delegates to the United Nations Conference on Women in Nairobi. While there, she participated in the historic 1985 repeal of the “Racism equals Violence” resolution.

Most recently, she’s authored HOW TO MAKE YOUR FAMILY BUSINESS LAST, Techniques, Advice, Checklists and Resources for Keeping the Family Business in the Family. She’s also the author of  TOUGH MAN, TENDER CHICKEN, Business and Life Lessons from Frank Perdue  The book made #5 on Amazon’s Business Biographies, out of a field of 20,000. She’s also the author of, I DIDN’T BARGAIN FOR THIS, her story of growing up as a hotel heiress.

She was a syndicated columnist for 22 years, and her weekly environmental columns were the most widely syndicated environmental column in the United States. Her columns were    distributed first by California’s Capitol News and later, by Scripps Howard News Service, to roughly 420 newspapers. For two years she was a Commissioner on the National Commission on Libraries and Information Science.

Mitzi also produced and hosted more than 400 half hour interview shows, Mitzi’s Country Magazine on KXTV, the CBS affiliate in Sacramento, California. In addition, she hosted and produced more than 300 editions of Mitzi’s Country Comments, which was syndicated to 76 stations. Her radio series, Tips from the Farmer to You, was broadcast weekly for two years on the Coast to Coast Radio Network.

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Mr. Ido Sadeh Man

 

About Saga:

Founded in April 2017, the Saga Foundation’s mission is to design a non-sovereign currency with the qualities to become a global, complimentary store of value and medium of exchange. Non-anonymous and algorithmically governed by a variable-fractional reserve model, Saga is designed to answer often raised public policy concerns regarding identity and volatility.

With an interdisciplinary approach towards the design of its monetary model, Saga is advised and supported by global subject-matter leaders, such as Prof. Jacob Frenkel, Prof. Myron Scholes, and Prof. Dan Galai.

 

 Short Bio:

Founded in April 2017, the Saga Foundation’s mission is to design a non-sovereign currency with the qualities to become a global, complimentary store of value and medium of exchange. Non-anonymous and algorithmically governed by a variable-fractional reserve model, Saga is designed to answer often raised public policy concerns regarding identity and volatility.

With an interdisciplinary approach towards the design of its monetary model, Saga is advised and supported by global subject-matter leaders, such as Prof. Jacob Frenkel, Prof. Myron Scholes, and Prof. Dan Galai.

Considering blockchain as one of the required set of tools for creating updated governance structures for the data-era citizen, Ido has founded within Saga the New Contract Policy Institute, an applied research project to contribute to the process of defining a new paradigm for a coherent social exchange of value – an updated social contract.

Starting his professional life as a jazz musician, Mr. Sadeh Man spent the last 10 years leading product and technology organisations, including Odysii (sold to Gilbarco Veeder-Root, NYSE: FTV), and Mobli, where he transitioned from VP of R&D to COO, after successfully completing the company’s Series C investment round led by Carlos Slim-owned, America Movil.

Mr. Ido Sadeh Man is Co-Founder & Partner of The Singulariteam Technology Group, Israel’s most active VC in Israel in 2015 & 2016, with recent successful exits totaling $250M.

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Mr. Hussein Mehanna

Hussein joined Google in October 2017 to relaunch the Cloud AI platform products which include Cloud ML Engine, Kubeflow and more to come. Prior to Google, Hussein worked at Facebook from 2012-2017 where he founded Facebook’s AI platform and Applied ML teams which built critical AI solutions and systems for News Feed, Ads, Instagram, Whatsapp, Messenger and many other Facebook products.

Prior to Facebook, Hussein worked on Search and Speech at Bing, Microsoft and received a Masters in Speech Recognition from the University of Cambridge.

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Mr. Mike Tamir 

Mike Tamir serves as Head of Data Science at Uber ATG and lecturer for UC Berkeley iSchool Data Science masters program.  Mike has led several teams of Data Scientists in the bay area as Chief Data Scientist for InterTrust and Takt, Director of Data Sciences for MetaScale, and Chief Science Officer for Galvanize he oversaw all data science product development and created the MS in Data Science program in partnership with UNH.  Mike began his career in academia serving as a mathematics teaching fellow for Columbia University and graduate student at the University of Pittsburgh. His early research focused on developing the epsilon-anchor methodology for resolving both an inconsistency he highlighted in the dynamics of Einstein’s general relativity theory and the convergence of “large N” Monte Carlo simulations in Statistical Mechanics’ universality models of criticality phenomena.

Education

Ph.D.    Phil. of Physics, University of Pittsburgh: Foundations of General Relativity and AQSM

M.A.    Mathematics, University of Pittsburgh: Differential Geometry & Operator Algebras

M.S.    Physics, University of Pittsburgh: Relativity Theory & Algebraic Quantum Field Theory

B.A.    Pure Mathematics, Columbia University: Combinatorial Number Theory & Probability

B.A.    Philosophy, Columbia University: Mathematical Logic & Phil. of Physics

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Mr. Chetan Dube 

Chetan Dube is the President and CEO of IPsoft. Before forming IPsoft in 1998, as a faculty at New York University, Dube was fascinated by the Turing enigma, which asks the question if machines can think. As opposed to narrow AI, where non-sentient programs are focused on narrow tasks, Dube’s research has focused on deep AI. He has been awarded several US patents for developing cognitive models that abstract semantic, episodic, process, analytic and affective parts of neocortical output. E&Y recognized him as Entrepreneur of the Year for leading research in AI that emulates human thinking and approaches the Turing horizon. Dube is convinced that within the next 9 years, it will become hard to distinguish androids from man. He envisages a world where man and machine work closely together to build a radically more efficient planet.

 

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Mr. Oleg Uritsky

Mr. Uritsky is CEO of Helge Capital, a value-add real estate investment and operating company specializing in multifamily properties located in the Greater Boston area. Since 2014, Helge has exclusively focused on real estate operations. Historically, Helge portfolio exceeded over 35 buildings, 1,000 residential units, 300,000 SF of office space and development projects.

A successful and innovative entrepreneur, Mr. Uritsky in the past invested in transportation and health care. He owned & operated a fleet of Boston taxicab medallions & other ground transportation services & was a widely recognized industry leader. Mr. Uritsky sold taxi medallions in 2012, at near peak values, in anticipation of Uber’s devastating impact on the taxicab medallion markets. He was principal of the largest in Massachusetts network of community-based health care centers (MassADH Alliance) that were acquired by Civitas Solutions (NYSE:CIVI) in 2014. A hands-on businessperson who started majority of his companies with his own funds, Mr. Uritsky exhibits a disciplined approach to the risks and rewards in investing.

During his law school/regulatory legal career, Mr. Uritsky worked for the U.S. Securities & Exchange Commission and the U.S. Department of Justice in Washington, D.C. He received a joint JD/MBA degree from Northeastern University and completed postgraduate studies in monetary economics and corporate finance at Harvard University. Mr. Uritsky is a licensed attorney in Massachusetts and New York. He is a member of Boston Economic Club, Harvard Club and Committee on Foreign Relations. He has traveled extensively throughout Eastern and Western Europe, Asia, Middle East and South America. An avid reader of non-fiction business & history literature, Mr. Uritsky lives in Newton, MA.

 

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Mr. William F. Pelgrin

Mr. Pelgrin is Co-Founder and CEO of CyberWA, Inc. CyberWA Inc. provides a very exclusive and unique cyber security service to help protect High Net Worth (HNW) corporate executives, celebrities and other high-value individuals and their family offices from successful cyber attacks. CyberWA prides itself on providing the highest quality white-glove cyber protective services on a very individualized and customized basis. We serve as the 24 x7 personal cyber guardian for our clients. CyberWA has developed a proprietary methodology for assessing an HNW individual’s cyber posture as to potential hackability, focusing on eight key areas (Infrastructure, Financial, External Threats, Devices, Passwords, Email, Social Media, Smart Homes).  CyberWA security services are specifically designed to handle all of our clients and their family offices cyber security needs. While there is no 100% security, our clients know that they are as protected as they can be and that there is a world-class security team protecting them.

Mr. Pelgrin is Co-Founder of the Global Cyber Alliance together with the New York County District Attorney and the Commissioner of City of London Police. Mr. Pelgrin served as its First Chair of the Board of Directors and its Global Strategic Advisor. The Global Cyber Alliance (GCA) is a not-for-profit organization dedicated to eradicating cyber risk and improving the safety and security of our connected world. Mr. Pelgrin was the former President and Chief Executive Officer of the Center for Internet Security (CIS), an international nonprofit organization focused on enhancing the cyber security readiness and response of public and private sector entities. Mr. Pelgrin was the founder and chair of the Multi-State Information Sharing and Analysis Center. Mr. Pelgrin was appointed to serve as a Commission Member of the Center for Strategic and International Studies (CSIS) Commission on Cyber Security to brief the 44th President of the United States on critical cyber security issues.

Mr. Pelgrin has appeared in numerous media outlets including: National PBS’s The Open Mind, NBC’s TODAY Show, AndersonLive, Wall Street Journal, Forbes, U.S. News & World Report, USA TODAY, National Public Radio, ABC News, CBS News, Los Angeles Times, Government Technology Magazine, Governing, Federal Computer Week, SC Magazine, CSO Magazine, Government Computer News, Network World, Public CIO Magazine, and Saturday Evening Post.

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Mr. Gideon Mann

Gideon Mann is the Head of Data Science at Bloomberg L.P., where he guides the strategic direction for machine learning, natural language processing (NLP) and search across the company. He is part of the leadership team for the Office of the CTO. He’s active on issues related to the ethics of data science and also serves as a founding member of both the Data for Good Exchange (D4GX), an annual conference on data science applications for social good and the Shift Commission on Work, Workers and Technology. Before joining Bloomberg in 2014, he worked at Google Research in NYC after a short post doc at UMass Amherst. Mann graduated Brown University in 1999 and subsequently received a Ph.D. from The Johns Hopkins University in 2006.

 

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