Agenda October 27th, 2021

08:30 – 09:20 AM Registration and Breakfast
09:20 – 09:30 AM Opening Remarks
Mr. Tal Kerret, President, Silverstein Properties, Inc.
Mr. David TetenFounder, Versatile Venture Capital – Conference Moderator
09:30 – 10:10 AM The Institutional Family Office Panel 
Ms. Marcia Nelson, Founding Partner, Triple C Advisory & Board Advisor, Intuitive Funding (SFO) – Moderator
Ms. Grace M Lovret, Managing Member and CIO of Franger LLC, A Family Office
Mr. Andrew Braithwaite, Managing Director, Direct Events, Cynosure Group (Eccles family office)
In the last few years more family offices have hired in-house professionals to manage their alternative investments in Venture Capital and Private Equity. Join us for a lively panel discussion on how family offices are sourcing direct investments, how they compete with institutional investors, and what opportunities they see on the horizon.
10:10 – 10:20 AM Rethinking Your Approach to Insurance
Mr. Prabal Lakhanpal, MBA, ACI, Vice President, Spring Consulting Group, LLP
Mr. Peter Johnson, FCAS, MAAA, Chief Property & Casualty Actuary, Spring Consulting Group, LLC
This presentation will focus on how family offices can change the way they view insurance purchasing and create efficiencies for every facet of insurance buying. This strategy not only allows organizations to come together but completely changes the dynamic of insurance transactions in favor of the insureds 
 10:20 – 10:40 AM Reversing the Biology of Aging 
Prof. Shai Efrati, MD, Director, Sagol Center for Hyperbaric Medicine and Research & Head Aviv’s Medical Advisory Board
Dr. Efrati will introduce a new approach on Reversing the Biology of Aging. The presentation will include updated research on the physiology of aging and discuss how cognitive and physical performance can be enhanced using new Hyperbaric Oxygen Therapy (HBOT) protocols that are now available at Aviv Clinics in central Florida.
10:40 – 11:00 AM Cryptocurrency Investments: Simple and Accessible 
Mr. Robert Valdes-Rodriguez, Global Head of Sales, Abra
This presentation will introduce cryptocurrency investments. It will cover the global macro environment that led to the rise of bitcoin and how the cryptocurrency ecosystem is evolving. Family offices and institutional investors can now safely buy/sell, earn yield and borrow against their cryptocurrency holdings.
11:00 – 11:30 AM Coffee Break
11:30 – 11:50 AM A Fireside Chat
Ms. Dottie Herman, Vice Chair, Douglas Elliman Real Estate
Ms. Wendy Diamond, Founder/CEO LDP Ventures & Women’s Entrepreneurship Day Organization (WEDO)
11:50 – 12:00 PM The Role of US Farmland in a Robust Investment Portfolio 
Mr. David Muth, Managing Partner, Alternative Equity Advisors
U.S. farmland is critical in supplying some of the world’s basic food commodities and has historically provided less volatile and higher returns than other asset classes, and acts as an inflation hedge. With ever increasing global food demand and consumer trends demanding healthier, more transparent and more sustainable food production, there are compelling opportunities to invest in U.S. farmland. 
12:00 – 12:10 PM How a Mission-Based Bank at the Intersection of Fintech & Banking Plans to Help Small Business, Lift People Up & Transform Lives in the Aftermath of COVID
Ms. Elaine Szeto, Chief Innovation Officer & Co-Founder, Integro Bancorp, Inc.
COVID had a devastating affect on small business. At Integro Bank, our Mission is to help small businesses grow and maximize employment because employment lifts people up and transform lives. By combining the best of Fintech and Banking, our innovative and proprietary Integro-360 combined with our CEO Club is exactly what small businesses need to grow and thrive in the aftermath of COVID.
12:10 – 12:20 PM Maniv Mobility and the Future of the Transportation Sector
Mr. Michael GranoffFounder & Managing Partner, Maniv Mobility
12:20 – 12:30 PM Leveraging Public Initiatives to Create Real Estate Value – The Atlanta Beltline
Mr. Mothusi Phometsi, CEO, Stategic Projects Holdings LLC

Ms. Muna Phometsi, President, Strategic Projects holdings LLC

12:30 – 01:00 PM Next-Generation Impact: Empowering Communities and Investors Towards Social Action
Mr. Milton Speid, Community Manager, The ImPact  – Moderator
Ms. Olivia Dell,  Partner, NOVA Impact & Analyst, Falkon Ventures
Ms. Justine Lucas, Executive Director, Clara Lionel Foundation
Mr. Shiraz Omar, Next Gen, Country Head USA for Brandix
Impact has moved from deals or reallocating one’s resources into activist groups leading by example. Join Milton Speid as he dives into three perspectives as to true impact, from how a company like Brandix leads by example with green infrastructure, or a young visionary like Olivia Dell brings community into impact, or how Justine Lucas leads the Clara Lionel Foundation by example of tackling issues head on with her boss, Rihanna.
01:00 – 02:00 PM Lunch
02:00 – 02:20 PM Your Total Capital Footprint: The Journey to 100% Impact – Fireside Chat
Ms. Valerie Rockefeller, Co-Chairs, BankFWD
Mr. Peter Bruce-Clark, Partner, Social Impact Capital
You can’t think about your philanthropy/impact without thinking about all your capital in both philanthropic and commercial buckets: all your capital allocation has impact
02:20 – 02:50 PM Impact Philanthropy: Leveraging the Power of Capital to Change Lives and Build a More Sustainable Future
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator
Mr. Doug Lessing, Founder, Phin®
Ms. Chelsea Toler, Founding Partner, NOVA Impact; Global Deputy Lead, UN SDSN Youth; President, Private Family Foundation
Mr. Sid Efromovich, Co-Founder & Pledger, Generation Pledge
Philanthropy is an act and a state of mind when approached properly. Join David Homan as he uncovers how philanthropic collectives can scale with Chelsea Toler-Hoffman, how young generations can lead by a pledge for immediate impact with Sid Efromovich, and how philanthropy tech can change community engagement with Doug Lessing.
02:50 – 03:10 PM A NextGen Perspective on ESG and DEI: Beyond Greenwashing, Pinkwashing, and Brownwashing – Fireside Chat
Mr. Zac Russell, Co-Founder, The Clementine Fund & Next-Gen, the Russell Index
Mr. Barry Johnson, Chairman & Founder, Bedowin360 Capital
G3 Russell family member Zac Russell engages in a candid conversation with family office advisor Barry Johnson to examine the business cases and national interests associated with measurable, accountable ESG and DEI practices.
 03:30 – 04:30 PM Cocktail Reception sponsored by Abra
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