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Tuesday November 12th, 2024

The University Club of New York

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The 2022 East Coast Family Office Conference – November 3rd


08:00 – 09:00 AMRegistration and Breakfast
09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Ms. Marcia S. Nelson, Co-Founder, Triple C Advisory – Conference Moderator
09:10 – 09:40 AMPanel: Family Offices and Tech Investments
Mr. David Teten, Founder, Versatile Venture Capital – Moderator
Ms. Julia Huang, General Partner & Co-Founder, Company Capital
Mr. Seth Masters, Angel Investor, Advisor & Mentor for Early Stage Companies, Vice Chair of New York Angels
Ms. Sherry P. Witter, Managing Partner, Co-Founder & CIO, The Witter Family Office
Mr. Alan Cheng, Chief Investment Officer, Family Office
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. 
09:40 – 09:50 AMNavigating the New Normal
Mr. Joe Dwyer, Founding Partner, Manifold Group
Economic, social, and technological (r)evolutions are upending well established industries and business models. What are the implications? How must we adapt? Joe Dwyer, cofounder of Manifold Group and Kellogg professor explores these issues and proposes a model for success in the new economy.
09:50 – 10:10 AMHuman 2.0: The Commercial and Practical Implications of Modern Neuroscience
Dr. David Bach, MD & CEO, Optios
The ways in which modern neuroscience allows us to upgrade the human brain are staggering. Powered by these scientific breakthroughs, a massive new industry is rapidly emerging: “NeuroPerformance.” During this highly interactive presentation, Dr. David Bach, a Harvard-trained neuroscientist and highly accomplished serial entrepreneur will provide an overview of the evolving NeuroPerformance landscape, addressing: the core scientific breakthroughs that underpin the neuroscience revolution; where the industry is headed; and emerging investment opportunities.
10:10 – 10:30 AMArt Investing. THE alternative portfolio asset.
Mr. Russell A. Glotfelty, President & CEO, AXIOM
Mr. Marco Hussen, Partner, AXIOM
A comprehensive conversation focused on strategic planning, tools and skills using artworks of all types and price points to build assets. Also, the unique tax opportunities of art funds.
10:30 – 11:00 AMCoffee Break
11:00 – 11:20 AMFireside Chat: Under The Radar – A Discussion with F-16 Pilot, Kobi Regev and “The Squardon”
Col. (Res) Kobi Regev, Founder & CEO, The Squadron
Mr. David Sable, Co-Founder & Partner, DoAble
Hear Colonel Kobi Regev of the IAF, share his deep insights on the New Middle East…describe the mission of the Squadron “The World’s Most Elevated Management Training” and tell all about the journey from idea to world changing business.
11:20 – 11:30 AMInvest Bev & The Brian Rosen Story
Mr. Brian Rosen, General Partner, Growth Beverage, InvestBev Family of Funds
The story of the Nation’s Number 1 seller of adult beverages for over 30 years and how this non correlated asset class is where money is moving for secure returns.
11:30 – 11:40 AMNowhere to Hide – Are Stocks and Bonds Enough for High-Net-Worth Investors
Mr. William Marr, Senior Managing Director, Wealth Management Group, Welton Investment Partners LLC
Shifts in globalization, trade, geo-politics, and security have led to inflation levels we have not experienced in decades. As a result, the tried-and-true 60/40 base portfolio of many investors is under assault. In this session we will explore whether this is likely to continue and introduce diversifying investment opportunities to complement a portfolio of equities and bonds.
11:40 – 11:50 AMInvesting For a Legacy of Change
Mr. Andrew Rodriguez, Co-CEO & Chief Investment Officer, Change Finance
All investments have impact, today and on the future. For many, those impacts are negative, worsening humanity’s chances, driving biodiversity loss, and endangering the climate that supports us all. As families consider the impacts of their investments, asset managers like Change Finance are innovating in ESG, advocacy, and carbon neutrality to help create a legacy where all of life can thrive, for generations to come.
11:50 – 12:00 PMA 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.
12:00 – 12:10 PMOutperforming the Commercial Real Estate Marketplace in a High-Interest Rate Economy
Mr. Scott Dahin, CEO, Tricore Storage Funds
Commercial Real Estate: Self Storage – Choosing the Right Properties, Right Locations, Right Time. In a diversified real estate portfolio – why Self Storage makes sense in an interest rate sensitive environment and outperforms “all” other real estate classes annually for the last 25 years (according to NaReit Research).
12:10 – 12:30 PMPanel: Navigating Multi-Generational Family Businesses and Philanthropy
Ms. Marcia S. Nelson, Co-Founder, Triple C Advisory – Moderator
Dr. Kelly Mohs Gage, Carlson FO and Foundation, Director of Advancement, Nomi Network
Ms. Emma Gage, Carlson FO, Founder, MELKE Sustainable Fashion
Kelly Gage, a founding board member of the Carlson Family Foundation and her daughter, Emma Gage, founder of MELKE sustainable fashion, will discuss how the Carlson family of Minnesota navigates multi-generational members in the family business, including Radisson Hotels and TGI Fridays, and the family’s philanthropic foundation and endeavors.
12:30 – 12:50 PMUkraine, Taiwan, and Critical Infrastructure:  How Family Offices, Investors, and C-Suite Executives Ought to Think about Cyber Collateral Damage and Destructive Cyber Attacks
Mr. Jamil N. Jaffer, Founder & Executive Director, National Security Institute, George Mason University Law School
In light of the recent Russian invasion of Ukraine and the potential threat of a Chinese invasion of Taiwan in the not-so-distant future, family offices, investors, and C-suite executives must increasingly consider the potential risk posed by cyber attacks that are either designed to create destructive effects or which may result in collateral damage to their organizations or investments, even where they are not the intended target. This session will look at the lessons of cyber attacks like Colonial Pipeline, JBS, NotPetya, Sony Pictures, and Las Vegas Sands, as well as recent trends in geopolitics and cyber operations to help senior leaders think about and plan for threats to their operational and business infrastructure. The session will provide tools and frameworks for the assessment of cyber geopolitical risk in private sector boardrooms and executive offices.
12:50 – 01:50 PMLunch
01:50 – 01:55 PMIntroduction to the Family Office Circle
Mr. David Homan, CEO, Orchestrated Connecting, LLC
01:55 – 02:15 PMPanel: Investing in Women and Diverse Founders Can Generate Returns
Ms. Lorine Pendleton, VC Manager, Tiger 21 Chair – Moderator
Ms. Barbara Clarke, Founder & Board Chair, The Impact Seat Foundation
Ms. Patrice King Brickman, Founder & Managing Director, Inspire Capital LLC
Traditional VCs and investors have overlooked women and diverse-led companies. Yet endless studies have shown these companies have high-performing entrepreneurs who generate returns. These investors will share their experience investing in women and diverse-led companies for returns and impact.
02:15 – 02:35 PMTrammell S. Crow: Catalyzing Positive Environmental Impact Through a Holistic Approach of Business, Investments, Philanthropy, Policy, and Civic Engagement
Mr. Trammell S. Crow, Next Generation, Founder & Chairman of the Board, EarthX
Mr. Vikram Agrawal, Managing Director, Office of Trammell S. Crow
Trammell S. Crow is a Texan Businessman And Environmentalist Who Believes Texas Can And Must Lead America in Driving Positive Environmental Impact. Trammell Will Discuss The Need to Tackle These Challenges by Leveraging a Holistic Approach Including Business, Investments, Philanthropy, Policy, And Civic Engagement. Trammell Will Discuss How He Looks to Catalyze Impact by Convening People From Around The World Through The International Non-Profit EarthX Based in Dallas and His Decision to Back and Co-found the Sustainability and Resilience-Focused Private Equity Firm American Resilience Partners To Demonstrate How Capital and Business Can Sustainably Lead the World in Environmental Stewardship.
02:35 – 03:05 PMFuture of Media and Entertainment with Web3 and Metaverse
Ms. Falon Fatemi, CEO, Fireside Chat
Fireside is the first interactive Web3 streaming platform for the best professional creators and brands to accelerate building their own studio, network, and streaming platforms of the future. Utilizing proprietary technology within Fireside’s web 3 virtual production studio, creators can produce and distribute live video and audio programs that enable them to connect in real-time with their audience and feel the ‘heat’. The business model allows creators to own their audience, control their content, and get access to viewer analytics that help them predict successful shows/IP.
03:05 – 03:10 PMVersatile VC: Backing Companies which help Investors Generate Alpha and Succeed
Mr. David Teten, Founder, Versatile Venture Capital
David Teten will briefly introduce his new firm. David was previously Managing Partner, HOF Capital (>$1.2b AUM); Partner, ff Venture Capital (now >$300m AUM); and Founder, Harvard Business School Alumni Angels of NY, the East Coast’s biggest angel network (>350 members). He manages, a community for family offices, PE/VC funds, and other investors in private companies using tech and analytics to generate alpha.
03:10 – 03:30 PMKeeping Family Legacies Alive
Mr. Pierre S. duPont, Partner, Cerity Partners
Pierre will provide histories of the two family-businesses into which he was born, and he will discuss some of the approaches his ancestors used to create family legacies. He will outline a few steps that determined individuals may use to build communications and a strong heritage within their own families, and ultimately to generate legacies that can last fifty to a hundred years or more.
03:30 – 03:50 PMUS and Canada at a Crossroad: Solutions or Peril Facing Their Fresh Water Crisis?
Mr. François de Gaspé Beaubien, Next Gen; Chairman, AquaAction
What are the key impacts to you, your loved ones and your businesses. Best part: what you can do now.
03:50 – 04:10 PMFireside Chat: Arts – A Discussion with Photorealism Artist Yigal Ozeri
Mr. Yigal Ozeri, Artist
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
An intimate discussion with world renowned photo realistic artist Yigal Ozeri; join us as we discuss art, life, and inspiration. New York City based Israeli artist Yigal Ozeri is best known for his large-scale cinematic portraits of distinctive young women in rich prodigious landscapes. With tinges of Pre-Raphaelite aesthetics, Ozeri brings an ethereal and uninhibited sensibility to his paintings. His portraits denote art historical foundations in romanticism, while also offering contemporary notions of sensual femininity.