The 2022 East Coast Family Office Conference – November 3rd
| 08:00 – 09:00 AM | Registration and Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Mr. Denny Chared, Founder & CEO, DC Finance | |
Ms. Marcia S. Nelson, Co-Founder, Triple C Advisory – Conference Moderator | |
| THE TECHNOLOGY SESSION | |
| 09:10 – 09:40 AM | Panel: 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 AM | Navigating 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 AM | Human 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 AM | Art 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 AM | Coffee Break |
| 11:00 – 11:20 AM | Fireside 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. | |
| THE FINANCE SESSION | |
| 11:20 – 11:30 AM | Invest 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 AM | Nowhere 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 AM | Investing 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 PM | 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. | |
| 12:00 – 12:10 PM | Outperforming 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 PM | Panel: 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 PM | Ukraine, 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 PM | Lunch |
| 01:50 – 01:55 PM | Introduction to the Family Office Circle |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC | |
| 01:55 – 02:15 PM | Panel: 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 PM | Trammell 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 PM | Future 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 PM | Versatile 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 PEVCtech.com, 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 PM | Keeping 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 PM | US 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 PM | Fireside 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. | |
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