The 2022 East Coast Family Office Conference – April 27th
| 08:00 – 09:00 AM | Registration and Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Mr. Tal Kerret, President, Silverstein Properties, Inc. | |
Mr. John Messervey, Private Advisor to America’s Leading Families – Conference Moderator | |
| THE TECHNOLOGY SESSION | |
| 09:10 – 09:50 AM | The Tech Panel: Family Offices Investing in Tech Companies: To SPV or Not to SPV? |
| Mr. David Teten, Founder, Versatile Venture Capital – Moderator | |
| Mr. Richard Dahan, Serial Entrepreneur, Investor & Teacher | |
| Mr. Michael Zhu, CIO, Accathon Capital | |
| Mr. Rami Idriss, Managing Director, Aurora Asset | |
| An ever-growing number of family offices want to invest into early-stage tech companies. But how should they go about it? Our experienced panel will discuss the advantages and disadvantages of the major options: Via funds; Via online investing platforms (e.g., Republic); Into General Partnerships; Coinvesting in rounds led by others; and Leading rounds. | |
| 09:50 – 10:00 AM | Artificial Intelligence Now: A Darwinian Event for Financial Services & Healthcare |
| Dr. Severence M. MacLaughlin, Founder & CEO, DeLorean Artificial Intelligence (DAI) | |
| In Medicine: Predicting disease onset, disease transition & decreasing costs. In High Finance: The Future of Trading Literally: multi currency commodity buys/sells/ swaps 4, 7 and 15 days in the future. | |
| 10:00 – 10:20 AM | Cancer Innovation and Impact Investing (Triple Bottom Line) |
| Mr. Gary Gentges, Senior Vice President Corporate Development, Kineta | |
| Cancer’s impact is enormous and there will be ~1.8M estimated annual new cases of cancer in the US in 2021. Over 20M people in the US are living with cancer today and it is estimated that there will be ~600,000 deaths. There is an urgent medical need for innovative new drug treatments to improve cancer survival rates and Kineta is working on this problem. | |
| 10:20 – 10:30 AM | Transforming Philanthropy: Leading Nonprofits From Scarcity To Greater Success |
| Mr. Adam Treiser, CEO, Arjuna Solutions | |
| Traditional philanthropy restricts nonprofits from investing in the things that help them grow: technology, talent, and fundraising. This causes a “race to the bottom” approach to nonprofit investment, handcuffing them from scaling their impact and maximizing their benefit to society. Learn how donors can flip the script and provide permanent revenue streams for the organizations they care about without donating any more than they are today. | |
| 10:30 – 10:40 AM | AI Meets Private Equity – The Dianthus Model |
| Mr. Chris Litster, CEO, Dianthus | |
| Dianthus is a private company that merges software and private equity models into a single business that straddles investment and operating models. We cover why AI companies should acquire another business to bootstrap the data needs of their machine learning models, why AI is underapplied to operations of most companies, and how these two trends merge into a great investment opportunity. | |
| 10:40 – 10:50 AM | Increasing the Survival Rate of Early-Stage Companies |
| Mr. John Frankel, Partner, ff Venture Capital | |
| ff Venture Capital (ffVC) partners with visionary founders to build companies that will influence the behavior of millions. Exclusively focused on early-stage investing since 2008, ffVC has invested in 140 companies, produced $2.9bn in exit value and currently manages a portfolio of 89 companies valued in excess of $15bn. ffVC’s model of high-touch engagement couples domain expertise with operational support to drive outcomes for our portfolio and produce consistent returns for our Limited Partners. This value add approach, being “founder friendly”, has made ffVC one of the best performing early-stage venture capital firms based in New York. | |
| 10:50 – 11:00 AM | Digital Assets: Asymmetric Returns in The Age of Autonomy |
| Mr. James Diorio, CEO, Tradecraft Capital | |
| Digital Assets are moving into the mainstream but few recognize the impact they will have on all aspects of our future. Join James Diorio to get a glimpse of this future and, importantly, gather insight into the winning techniques used by Tradecraft Capital to profit from this technological revolution. | |
| 11:00 – 11:30 AM | Coffee Break |
| 11:30 – 11:40 AM | Rejuvenation Medicine — a New Trend in Disease Prevention |
| Dr. José Navarro-Betancourt, General Partner, quadraScope Venture Fund | |
| This lecture will cover limited partnership investment opportunities into emerging human rejuvenation treatments. Rejuvenation medicine restores health and vitality, preventing and curing age related diseases. Although rejuvenation technologies have been under development for decades, with the recent scientific advances they are starting to catch the attention of mainstream press and billions of investment dollars. | |
| 11:40 – 11:50 AM | A Score To Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong |
| Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science | |
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | |
| 11:50 – 12:00 PM | Rethinking Your Approach to Insurance |
| Mr. Prabal Lakhanpal, Vice President, Spring Consulting Group | |
| Ms. Karin Landry, CEBS, ACI, CLTC, Managing Partner, 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. | |
| 12:00 – 12:10 PM | Purpose, Impact and Unity: How St. Jude is Joining the Fight to Save Children all Over the World |
| Ms. Sue Harpole, Senior Fellow, Development and Engagement, ALSAC / St. Jude Children’s Research Hospital | |
| When the humanitarian entertainer Danny Thomas realized his dream of opening St. Jude Children’s Research Hospital in 1962, he rallied his family and people behind a great purpose, to save children with diseases then considered incurable no matter their race, creed or finances. This year, between 180,000 and 240,000 children around the world will be diagnosed with cancer. Join us for a conversation to learn how St. Jude is uniting people behind its global plan to meaningfully improve cancer research and treatment and help save the lives of countless children around the world. | |
| 12:10 – 12:20 PM | Family Offices Must Make Themselves Harder Targets |
| Mr. Kris Coleman, Founder & CEO, Red Five Security | |
| Most Family Offices don’t understand their total risk. Family Offices are inherently great targets, and are extremely vulnerable, especially with any services that are virtual. Adversaries expend resources to go after Family Offices and Family Offices have a responsibility to do whatever they can to proactively protect their family, their legacy, and their physical and financial wealth. | |
| 12:20 – 12:30 PM | Family Journey to Fulfil Passion for Medical Solutions that Make a Difference |
| Ms. Pazit Azulai, Partner & CFO, Katao Venture Partners | |
| Mr. Sharon Azulai, Managing Partner, Katao Venture Partners | |
| From Entrepreneurship Through a Family Office to a VC, Pazit and Sharon Azulai Describe How Their Passion For Medical Innovations Drove Them to Support Wellbeing And Create a Better World. | |
| 12:30 – 12:50 PM | How to be Smart with Money in Art |
| Ms. Barbara Guggenheim, Partner in Guggenheim, Asher Associates, one of America’s Best-Known Firms of Art Advisers | |
| In the past few years, with increased number of players all over the world, the art market and the way art trades hands has changed. Red chip has eclipsed Blue chip , guarantees have replaced reserves at auction and what about the future of NFTs? Deloitte & ArtTactic data shows that 85% of individuals with money managers know art should be part of their portfolio. So ‘How to go about it” and the pitfalls to look out for are what Barbara Guggenheim will speak about. | |
| 12:50 – 01:50 PM | Lunch |
| 01:50 – 02:20 PM | The Next Generation Panel |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Ms. Mitzi Perdue, Next Gen Sheraton Founding Family and Perdue Family Member | |
| Mr. Nicholas Logothetis, Executive Board Member, Libra Group | |
| Ms. Preetha Nooyi, Principal, US Business Development, Noetic Fund | |
| Mr. Jackson Shembekar, The Crypto Kyd | |
| Every new generation of a family office both inherits great responsibility and takes on new challenges. Join to learn how they work as a family, how they balance the health and mental health of their employees, and how they make opportunity from their businesses to gather like-minded peers and create public-private partnerships and events that help impact society. | |
| 02:20 – 02:50 PM | Panel: Beauty, Sports, Prison Reform and Social Impact through the Elevation of New Communities |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Ms. Hannah Bronfman, Angel Investor, Author, Health & Wellness Expert | |
| Mr. Najee Goode, Super Bowl Champion and Co- Founder, VEEPIO | |
| Ms. Christina Hollenback, CEO & Founder of Justice Capital, Founding Chair of NEXUS Global, Working Group toward Equal Justice | |
| A discussion focused on the impact and immense power of investing and innovating through the lens of social justice with Hannah Bronfman, Christina Hollenback, and Najee Goode, moderated by David Homan of Orchestrated Connecting. Innovation and impact go hand in hand, and the experts on this panel have led by building business and launching movements / legislation that address societal challenges while improving access and building community. | |
| 02:50 – 03:20 PM | The Marketing Panel: What’s Real and Not for the Future of Marketing |
| Mr. David Sable, Co-Founder / Partner, DoAble – Moderator | |
| Ms. Cindy Gallop, Founder & CEO, MakeLoveNotPorn | |
| Mr. Joe Zawadzki, Serial Founder & Investor | |
| 03:20 – 03:50 PM | Akshaya Patra’s Impact During Covid and Scalability |
| Ms. Poonam Kamdar, Assistant Vice President, Citigroup – Moderator | |
| Ms. Roopa Makhija, President, GEP | |
| Ms. Suruchi Ahuja, Managing Director, Tillman Global | |
| Ms. Sapna Saxena, Co-Founder, Neel Capital Management (NCM) | |
| Ms. Ankita Narula, Vice President Development East, Akshaya Patra Foundation USA | |
| Akshaya Patra is The World’s Largest Mid-Day Meal Program Serving Nutritious School Lunches to Over 1.8 Million Children Daily. Served 3.3 Billion Meals And Counting. During Covid, Akshaya Patra Has Served More Than 200 Million Covid Meals to The Migrant Workers, Frontline Workers, And Other Covid Beneficiaries. Scalability of The Cause by Using Technology in Kitchens Has Helped Reach The Masses. | |
Our Social Medias:
