The 2021 East Coast Family Office Conference – October 27th
| 08:30 – 09:20 AM | Registration and Breakfast |
| 09:20 – 09:30 AM | Opening Remarks |
| Mr. Tal Kerret, President, Silverstein Properties, Inc. | |
Mr. David Teten, Founder, 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 Granoff, Founder & 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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