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Tuesday November 12th, 2024

The University Club of New York

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The 2019 East Coast Family Office Conference


08:00 – 09:00 AMRegistration & Breakfast Sponsored by Synoia Technologies LTD 
09:00 – 09:10 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Moderator: Mr. Dale Jackson, Financial Markets Research, WABC Radio NYC
The Technology Session
09:10 – 09:40 AMPanel: Women in Technology – Disrupting the  World  
Moderator: Ms. Wendy Diamond, Founder, CEO LDP Ventures & Women’s Entrepreneurship Day Organization (WEDO), ChooseWOMEN
With: Ms. Heidi Messer, Co Founder and Chairperson of Collective[i], Co Founder LinkShare Corporation; Ms. Lauren Weininger, Co-Founder, President, Safe Health APP; Ms. Mei Xu, Founder & CEO, Mei Xu & Co. LLC
09:40 – 10:10 AMWhat Makes an Early Stage Fund Great Mr. Dov Moran, Serial Entrepreneur & Inventor of the USB portable flash drive; Founder, M-Systems and Managing Partner, Grove Ventures
 10:10 – 10:30 AMThe Future of Family Office Technolog–  Mr. Dean Nelson, Principal-in-Charge of Technology and Digital Services, Marks Paneth LLP.
Description: Forward-looking strategic insight only comes with a complete understanding of your entire financial position. For this reason, it is more important than ever for family offices to consider the growing demand for accessibility, scalability and reliability and leverage the right technology to suit their unique needs. Dean Nelson, Principal-in-Charge of Technology & Digital Services at Marks Paneth, will discuss how an integrated technology platform can bring together key family office functions while streamlining efficiency, enhancing communication and contributing to the long-term success of the family office.
 10:30 – 10:50 AMPreserving Wealth with Energy – Mr. Robert D. Burr, President, Panex
10:50 – 11:00 AMBeauty in a Capsule – Innovative Beauty Tech For Home Use – Mr. Ofer Leizerovich, Co-CEO, Synoia Technologies LTD
11:00 – 11:30 AMCoffee Break
11:30 – 11:40 AMMyths & Reality of Successful Tech Investing Mr. Richard Kramer, Founder, Arete Research
11:40 – 11:50 AMLongPoint Minerals – Unearthing Value – Mr. Will Cullen – Vice President, LongPoint Minerals & Business Development
11:50 – 12:00 PMLeading a New Era in Stroke Treatment – Mr. Danny Farin, CEO, Perflow Medical
12:00 – 12:20  PMInvestment Incentives in America’s Business Paradise – U.S. Virgin Islands
Mr. Kamal l. Latham, CEO, U.S. Virgin Islands Economic Development Authority
12:20 – 12:30 PMSilverTech Growth fund – Mr. Tal Kerret, President, Silverstein Properties Inc.
12:30 – 01:00 PMKeynote Speaker Mr. Daniel Saul Goldin, The 9th and longest-tenured Administrator of NASA, Founder, Cold Canyon AI Introduced by  Mr. Jonathan Conrad, Chairman, CEO, Founder, AdmieMobile LLC
01:00 – 02:00 PMLunch
02:00 – 02:30 PMShaping Culture – How Storytelling and Philanthropy Influences, Moves and Changes Behavior Panel
Moderator: Ms. Denielle Sachs, Managing Director, Tembo Group
With: Mr. Paul Dalio, Writer, Director, Composer; Ms. Sabrina Hahn, Director, Pace Gallery, Partner, Asia Alpha; Ms. Heidi Bianca Roddenberry, President, Roddenberry Foundation 
Description: In an era of rapidly declining natural resources and surmounting inequities, we are seeing a new clash of civilizations. One where technology is exacerbating our divisions, but also establishing powerful connections for movement building. Philanthropists and social change leaders have been studying, experimenting and harnessing these channels for good — finding ways to engage humans in shaping a better and more equitable destiny. In this eye-opening session, you will hear stories from artists, creators and philanthropists who are using their unique lenses to influence human behavior. You’ll learn about current trends and potential hazards, but also pragmatic approaches to using storytelling for good.
Next Generation and Philanthropy Session
02:30 – 03:00 PMDeveloping Leadership in the Family Enterprise: The Magical Convergence of Tradition & Innovation Panel
Moderators: Ms. Tal Yahav, Partner, Dorot Family Business Consulting, Ltd
With: Ms. Galia Hazan, Co-Manager, Tiroche Auction House;  Adv. Michal Alshech Ben Dan, CEO, Ben Eli Alshech Import & Marketing Ltd.; Ms. Leetal S. Ilan, Esq, Principal in Charge, Rolan Group; Dr. Tamar Milo, Founding Partner, Dorot Family Business Consulting, Ltd.
Description: The speakers are a part of a peer group that is comprised of next-gen champions from various family-owned businesses and were founded by Dorot (an Israeli Family-Business Consulting Company), some six years ago.  The forum has evolved into a way of life for the participants; a place for developing personal strengths and resilience, for learning ways to cope with complexities and plan strategies for combining legacy and innovation within one’s own family enterprise.Three participants from existing peer forums, each representing a different family enterprise, will share some of the life-changing insights, gained from the experience.  They will tell about the power of the peer group, its impact on their personal development, and the contribution of the practical tools they have acquired to their every-day challenges in the business and in the family.
03:00 – 03:20 PMHow to Make Your Family Business Thrive across the Generations Ms. Mitzi Perdue, 2nd Gen, The Sheraton Family and Perdue Chicken, Business Woman, Author, Professional Public Speaker
03:20 – 03:40 PMCoffee Break- Special Performance with Ms. Wendy Federman, nine e-time Tony Award winning theatre and film producer with Mr. Jelani Remy, one of the STARS of my musical ‘AIN’T TOO PROUD: THE TEMPTATIONS MUSICAL
03:40 –  04:10 PMNext Generation Entrepreneurs Panel
Moderator: Ms. Marcia Nelson, Managing Director, Alberleen Family Office Solutions
With: Ms. Sara Rabi, CPA, TEP, Partner, Marks Paneth LLP; Mr. Jake Greenblatt, Founding Partner and Portfolio Manager, Montague Street Capital Partners LLC; Ms. Joanne Lu, Principle, Empira Global; Mr. Adiraj Gupta, CEO, Crypto Launchpad.
Description: We often hear the curse of wealthy families, “Shirtsleeves to shirtsleeves in three generations”—the first generation builds wealth, the second expands it, and the third generation spends it and has to start all over again—but that doesn’t have to be the case. Hear from a panel of NextGen family office members who represent a new paradigm of multi-generational family members that are starting their own businesses and building their own wealth for future generations. They will share their insights about being entrepreneurial and setting up their own businesses that are separate from their extended family and what it takes to forge their own paths
04:10 – 04:40 PMThe Continuum of Capital in Impact Investing Panel
Moderator: Ms. Alli McCartney, Managing Director, UBS, CNBC Contributor

With: Mr. Ian Gazard, Impact investor; Ms. An Wang, Food & Agriculture, Venture Investing, Impact Investing; Mr. Steven Lee, Private Impact Investor/Adviser, New England International Donors, Mercy Corps Ventures; Mr. Alberto Gomez-Obregon, Director of Portfolio, Acumen;

Description: Impact investing has established itself as a mainstream feature of the global financial markets, as investors look to a sustainable future in which financial returns can no longer disconnect from social and environmental impact. The panel will share an overview of the broad impact investment capital continuum and their personal strategies, motivations, and successes in investing across multiple sectors and geographies. The panel will also debate whether there is a trade off between financial returns and impact. This session will be of interest to anyone thinking about the future of financial markets.
04:40 – 05:10 PMDiversity and Inclusion Panel
Moderator: Mr. Michael Rosenblatt, Family Expert, Adviser, Human Capital
With: Ms. Y. Michele Kang, Founder, Chief Executive Officer, Cognosante; Ms. Tammy Sheffer, Chief People Officer, Rent The Runway; Ms. Orly Lynn, Founder & CEO, Diversity Unfiltered
Description: Diversity and inclusion is a company’s mission, strategies and practices to support a diverse workplace. The benefits of diversity include higher revenue, more effective decision making, more innovation, a higher acceptance rate of offers from prospective employees and better performance than your competitors. Our panel will discuss how to foster a company culture where every voice is welcome, heard and respected. They will discuss how to implement diversity and inclusion in the workplace and how to improve your current policies