Register Now

March 27th, 2024

The Union League Club, New York City

Register Now
Add to Calendar

Agenda October 2023


08:00 – 09:00 AM Networking Breakfast
09:00 – 09:10 AM Opening Remarks
Denny Chared, Founder & CEO, DC Finance
Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Conference Moderator
09:10 – 09:40 AM Panel: Operations, Innovations, and Impact
David Homan, CEO, Orchestrated Connecting, LLC – Moderator
Alison Furneaux, Operating Partner at BlueIO; Chief Marketing Officer at CyberSaint
Doug Lessing, Founder of Phin; Advocate for companies doing good and becoming stronger while doing so
Christie Marchese, Founder & CEO, Kinema
Join three innovators in sustainability, media, and technology as they discuss their impact, how they operate, and the balance they strike with their families and legacy to grow business, engage community, and pave the way for future generations.
09:40 – 09:50 AM The Burgeoning Cannabis Industry – Opportunities and Pitfalls
Richard Rowe, President & CEO, The Headquarters Group, Inc.
The cannabis industry presents a unique opportunity for generational wealth creation. Even in the absence of a federal framework, the industry has shown remarkable resilience and growth potential, paving the way for a safe and sustainable consumer category. Richard, a seasoned veteran in the industry since 2001, will share his wealth of knowledge and experience. He will discuss the industry’s transformation from an illegal market to an essential industry during the pandemic. Attendees can expect to gain valuable insights into the cannabis industry and its potential for long-term investment opportunities. 
09:50 – 10:00 AM The Modern Family Office
Shaun Eck, Chief Advisory Officer, The Quantus Group
In 2021, John Hancock declared “tax the wealthy” had become the rallying cry of Congress. At the intersection of unique problems and unique solutions, providing families the opportunity to maintain assets on their balance sheet, not the IRS’, has become paramount in helping them fulfill the vision for their wealth. 
10:00 – 10:10 AM Rethinking Your Approach to Insurance
Karin Landry, Managing Partner, Spring Consulting Group
Prabal Lakhanpal, Senior Vice President, Spring Consulting Group
This Presentation Will Focus on How Family Offices Can Change The Way They Look at 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.
10:10 – 10:30 AM Fireside Chat: Transitions in Careers, Startups and Family Offices
Sara Crown Star, Director, Crown Family Foundation; Venture Partner, FemHealth Ventures
Denny Chared, Founder & CEO, DC Finance – Moderator
Please join Sara Crown Star and Denny Chared as they discuss the ability to grow in new directions with your career, how controversy can be used as an incredible marketing tool to catapult a company’s domestic and international sales, and the importance of governance as a Family Office transitions from generation to generation.
10:30 – 11:00 AM Coffee Break 
11:00 – 11:20 AM Panel: Pioneering Futures – The Evolution and Aspirations of Next Gen Women Entrepreneurs
Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator
Christina Kelly Lopes, CEO, The One Health Company
Consuelo Vanderbilt Costin, CEO & Co-Founder, SohoMuse
This panel will delve into the journey and aspirations of emerging women entrepreneurs from the next generation. The conversation will explore their distinct experiences, the challenges they encounter, and the innovative strategies they employ in the business world. The focus will be on highlighting their pivotal role in shaping the future of entrepreneurship and the positive influence they have across various industries.
11:20 – 11:30 AM Beyond the Beaches and Island in the Sun
David M. Rice, Investment Executive USA, Invest Barbados
Stephen Greaves, Director, Invest Barbados
From becoming a Republic to Rihanna, modern Barbados boasts a vibrant culture, diversified and growing economy with exciting investment opportunities, and an enviable lifestyle. Barbados is open for business. We have a reputation as a trusted international business centre that facilitates global growth and profitability. 
11:30 – 11:40 AM Investing in Adult Beverage, a Non-Correlated Asset Class That Should be in Everyone’s Portfolio
Brian Rosen, CEO, InvestBev
All investors need non-correlated assets in their portfolio. The alcohol sector has provided a wonderful place for an ALT investment strategy, as liquor has historically gone up since 1933 and been recession proof. The InvestBev family of funds continue to provide out sized returns since inception.
11:40 – 11:50 AM Canadian Real Estate: Why Canada, Why Now?
Ken McKinnon, Senior Managing Director, Head of Relationships, Institutional Mortgage Capital
Robert Fitzpatrick, Senior Managing Director, Head of Core & Core Plus Investments, Institutional Mortgage Capital
Discussion on the Canadian real estate landscape and different market segments. Commentary will be provided on key themes and economic trends.
11:50 – 12:00 PM Intro to Zomedica (NYSE-ZOM) and the Vast and Growing Animal Health Market
Peter Donato, Executive Vice President of Administration & Chief Financial Officer, Zomedica
Mr. Donato will give an overview of multi-billion dollar global animal health market and walk the audience through ZOMs novel product offering in that market.  Speaker will outline to the audience our investment thesis and the opportunity provided to investors.
12:00 – 12:10 PM The Consumption of Sports
Adrian Figueroa, Head of Finance, Betr Holdings Inc.
An overview presentation on Betr, a sports gaming and media company that aims to enhance the consumption of sports. Betr Gaming is solving the problem with the traditional sports betting industry today – complex and intimidating user interfaces – by creating a unique, simplified UI and UX that caters to the casual sports fans that represent 95% of the addressable market. 
12:10 – 12:30 PM Fireside Chat: Selling a Multigenerational Family Business 
Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation
Ashley Fina, Next Gen, Former CEO & President of Michael C. Fina
Ashley Fina, former CEO of Michael C. Fina Recognition and Todd Litzsinger, former Chairman, CEO & President of Follett Corporation discuss selling their multigenerational family businesses and life after running a family business.
12:30 – 01:30 PM Lunch
01:30 – 02:00 PM The Family Office Investment Ecosystem
Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Moderator
Mary D’Souza, Chief Investment Officer, Misha Investments
Masha Levin, Managing Director, Private Family Office Switzerland
Oksana Prysyazhnyuk, Principal, Sinha Holdings
Daniel Eisemann, Senior Vice President, Fairfield-Maxwell
As Family Offices professionalize their investment teams – with and without family members – they are hungry for more venture capital and private equity-like deals. Our panel of Family Office investors will discuss deal sourcing, managing direct and co-investments, their sector interests, and finding the right partners and opportunities.
02:00 – 02:20 PM Next Gens in Impact
Sarah Cone, Founder & Managing Partner, Social Impact Capital – Moderator
Joanna Benadrete, Private Investor
Hanson Gong, Private Investor, Strategic Partner and Systems Change Agent
A discussion with two “Next Gens” about the dynamics of moving with their families into impact investing.
02:20 – 03:10 PM The AI Panel
Mark Minevich, President & Founding Partner, Going Global Ventures; Digital cognitive & AI strategist, Global thought leader, Investor, and AI expert- Moderator
Hanna Helin, Global Head of Technology Innovation, London Stock Exchange Group (LSEG) CTO Office
Alejandro Jaimes, Chief Scientist & Senior Vice President, Dataminr
Atefeh Riazi, Senior Vice President & Chief Information Officer/Interim Chief Digital Officer, Memorial Sloan Kettering Cancer Center
Buka Gurgenidze-Steinau, Associate Director of Artificial Intelligence/Machine Learning, Memorial Sloan Kettering Cancer Center
Francesca Rossi, Fellow & AI Ethics Global Leader, IBM
Robert Opp, Chief Digital Officer, UNDP
Rodrigo Madanes, Global Innovation AI Leader, Ernst & Young
Amidst a backdrop of dynamic market conditions influenced by factors like pandemic,inflation, climate change, geopolitical unrest  and rise of ChatGPT, our discussion will span the ethical, human centric, planetary, enterprise facets of AI adoption . From establishing clear objectives to leveraging generative AI for enhanced market analysis, we’ll analyze a strategic approach to AI that can propel the sector forward amidst changing global economic tides. The panel will also unravel the generative AI and  discuss venture capital trends. As generative AI propels a new wave of innovation, the venture capital landscape is evolving to identify and foster unicorn companies. Through a blend of strategic AI deployment and human oversight, venture capital firms are harnessing AI’s potential to drive a new era of investment and entrepreneurial success. We will also try to make sense of the big tech companies and advancements in Generative AI, particularly Large Language Models (LLMs) are pivotal in shaping the AI landscape across various industries.
03:10 – 04:10 PM Cocktail Reception