The 2023 East Coast Family Office Conference – March 29th
| 08:00 – 09:00 AM | Registration and Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Mr. Denny Chared, Founder & CEO, DC Finance | |
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Conference Moderator | |
| 09:10 – 09:30 AM | Family Office Dealmaker Panel |
| Mr. Daniel Eisemann, Senior Vice President, Fairfield-Maxwell Ltd | |
| Ms. Brinda Yohannan, Managing Director, First Haven Capital | |
| Mr. Brad Scholtz, Managing Director, Scott Capital Partners LLC | |
| Ms. Marcia S. Nelson, Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory – Moderator | |
| From Venture Capital to Private Equity deals, Family Offices are becoming more sophisticated and hiring industry professionals to help them source and manage direct and co-investments with an institutional flavor. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities. | |
| THE TECHNOLOGY SESSION | |
| 09:30 – 09:40 AM | Technology and Life Science |
| Ms. Chen Franco Yehuda, CFO, Pluri Inc. | |
| Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. | |
| 09:40 – 09:50 AM | A Wholistic Approach to Lithium-ion Battery Safety |
| Dr. Brian Morin, Co-Founder & CEO, Soteria Battery Innovation Group | |
| Many companies promote that they have a silver-bullet solution to lithium-ion battery safety. Others take a partial approach and struggle with safety issues such as spontaneous battery fires or ineffective protection against damage, abuse or manufacturing defects. Soteria has formed a consortium of over 125 companies that focus on a wholistic approach, which uses Soteria’s technology in conjunction with other safety strategies to provide maximum prevention of lithium-ion battery fires. | |
| 09:50 – 10:00 AM | Automating Cataract Surgery |
| Mr. Todd M. Pinkney, Chief Commercial Officer, Centricity Vision, Inc. | |
| Equity investment opportunity in Centricity Vision, a commercial stage medical device company with a recurring revenue model, solid IP and no regulatory risk. The market is 10M cataract surgeries WW, 4M in the US and focused on premium outcomes paid for by the patient. Near term liquidity achievable through deep relationships with known strategic buyers. | |
| 10:00 – 10:10 AM | Leveraging Technology Innovation and Impact Investing to Advance Core Values and Induce Change |
| Dr. Lisa Dolev, Founder & CEO, Qylur; Founder, CATS2 Foundation | |
| 10:10 – 10:20 AM | Developing a Non Toxic Anti-Cancer and Anti-Inflammatory Drug |
| Dr. John Hall, Vice President Research & Development, Molecular International Research, Inc. | |
| MIR’s patented cancer therapy removes the toxicities associated with conventional drugs (US No. 11083714). Potential investors are invited to learn about this landmark invention and to make an investment to fund the transition from patent to human clinical trials. The goal of this critical next step in drug development is an Investigational New Drug Application (IND) to the FDA. | |
| 10:20 – 10:30 AM | Thinking Beyond Chemotherapy to Treat Cancer: Discovering and Developing Naturally-Derived Drugs From Plants |
| Dr. Zeenia Kaul, CEO & Co-Founder, ReHeva Biosciences, Inc. | |
| We are rooted in 15 years of cancer research and optimizing the ideal plant raw material through latest agriculture technologies. We are leveraging best in class software, hardware and smart monitoring systems to grow plants. Our lead drug candidate, RH324, is currently being investigated for advanced lung cancer in Phase 1 Clinical Trial at University Hospitals Cleveland, OH. | |
| 10:30 – 11:00 AM | Coffee Break Sponsored by Innovating Capital |
| THE ART SESSION | |
| 11:00 – 11:20 AM | The Art Panel: Investing in Women Artists |
| Ms. Hall Rockefeller, Founder & Director, Less Than Half | |
| Mr. Joshua Pulman, Co-Founder, Silver Art Projects | |
| Ms. Loreen Arbus, President, The Loreen Arbus Foundation, Disability Rights Advocate, Artist, Composer, Author, Producer, Writer, Professional Dancer and Choreographer | |
| Ms. Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator | |
| As the art world continues to be disrupted, women and marginalized communities are leading the way towards a more inclusive and diverse industry. This panel will explore their impact and discuss how they are transforming the art market, which is valued at over $64 billion worldwide. | |
| 11:20 – 11:40 AM | The Art Panel Continued |
| 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. | |
| THE REAL ESTATE SESSION | |
| 11:40 – 11:50 AM | The Opportunities in Portuguese Real Estate |
| Mr. Diogo G. Ferreira, Founding Member, Atlanticorp Fund | |
| Atlanticorp is a closed real estate Portuguese fund, with a lifetime of 7 years and a expected total €105mm capital, investing in Portuguese prime locations luxury assets (hotels & residences), where subscribers with a minimum of €5mm ticket, should expect a 14% IRR, free of taxes. | |
| 11:50 – 12:00 PM | Investing in Rent to Own Homes |
| Mr. Chris Innes, CEO, Dream America LLC | |
| Millions of renters that want to buy a home can’t currently qualify for a mortgage. To meet this need, Dream America launched a program in 2018 to help turn renters into owners in major metro areas of FL, GA and TX. Investors receive superior risk-adjusted returns through premium rents (9%+ cap) while enjoying lower leasing, vacancy and maintenance costs than a traditional SFR portfolio. | |
| 12:00 – 12:10 PM | Finding Value in Value-Add Real Estate |
| Mr. Brant Brown, President & COO, Westmount Realty Capital LLC | |
| Learn about real estate allocation as part of overall portfolio construction and the impact flow of funds chasing investment opportunities has in the broader market. Discover the advantages of investing in direct projects in commercial real estate alongside a time-tested firm that has consistently created value through multiple market cycles. | |
| 12:10 – 12:30 PM | Investing in Multifamily Real Estate in 2023 |
| Ms. Christine DeFilippis, CIO, American Landmark Apartments | |
| Ms. Taryn Crawford, Director of Capital Markets, American Landmark Apartments | |
| Learn about the benefits of investing in multifamily real estate, with its demonstrated resiliency, and the continued drivers of rent growth as we enter 2023 – a year in which we are expected to face economic headwinds. Hear about the strong fundamentals of the U.S. Sunbelt markets where population in-migration and job growth continue. Get a glimpse of American Landmark’s time-tested investment strategy and differentiated approaching to creating value through renovations and improved management. | |
| 12:30 – 12:40 PM | Rethinking Your Approach to Insurance |
| Mr. Prabal Lakhanpal, Vice President, 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. | |
| 12:40 – 01:15 PM | Fireside Chat: The Remarkable Life Story of the Woman who sold Alberto Culver to Unilever for almost $4 Billion |
| Ms. Carol Lavin Bernick, Former Executive Chairman & CEO, Alberto Culver; CEO, Polished Nickel Capital Management SFO; President, The Lavin Family Foundation | |
| Mr. Al Strikas, Managing Director – Investments, Merrill Lynch – Moderator | |
| 01:15 – 02:15 PM | Lunch |
| 02:15 – 02:20 PM | Introduction to the Family Office Circle |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC | |
| 02:20 – 02:30 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. | |
| 02:30 – 02:40 PM | Reading the DNA 1000 Times Faster |
| Dr. Bharath Takulapalli, Founder & CEO, INanoBio Inc. | |
| A genomics revolution is currently underway, powered by DNA sequencing. DNA sequencers are the engines behind genetic testing offered by 23andMe, cancer precision medicine tests offered by Caris Life Sciences and Grail’s blood test for early cancer detection. With funding support from DARPA, INanoBio is developing a revolutionary semiconductor nanopore technology to sequence the DNA 1000X faster than the current state-of-the-art sequencers, at 1/10th the cost. | |
| 02:40 – 03:00 PM | Fireside Chat – Uncovering Madoff |
| Mr. Michael Ocrant, Senior Program Manager, Markets Group | |
| Mr. Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Denny Chared, a former financial journalist, will interview Michael Ocrant, a former journalist who was the first to uncover Madoff and that after many careful articles by his peers, actually dared to finally question Madoff. When he first called Madoff mentioning to his PA he’d like to interview Mr. Madoff, Bernie called him right away and suggested they meet later that day. We will discuss all this and more. | |
| 03:00 – 03:30 PM | Panel: Generations of Impact |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Ms. Alissandra Aronow, Next Gen; VP, the Lovelight Foundation; Boardmember, The Fisher Group | |
| Ms. Lana Fern, Director of Global Community Strategy, NEXUS | |
| Ms. Kate Horin, Head of Fund Operations, CityRock Venture Partners | |
| Ms. Natty Nashman, Managing Partner, Ventures INCAPITAL | |
| A discussion from four female wealth holders on how they approach their investments, philanthropy and work to uphold their family values, from the perspective of two generations. Whether from the exit of a company or multi-generational family businesses, we will focus on the balance taken to engage one’s family and also maintain one’s independent activities without the context of each family office. | |
| 03:30 – 04:00 PM | Panel: The Future of Marketing |
| Ms. Cindy Gallop, Founder & CEO, MakeLoveNotPorn – Moderator | |
| Ms. Shannon Washington, US Chief Creative Officer, R/GA; Consulting Executive Creative Director, McBride Sisters Wine Company; Founder & Head Traveler, Parlour Travel | |
| Ms. Bianca Guimaraes, Partner & Executive Creative Director, Mischief | |
| You’ve seen everybody talking about AI. You created a bunch of new avatars with Lensa; you made art with Midjourney; you’ve having fun with ChatGPT. But what does all this mean for the future of marketing and advertising – creative industries that have historically relied on the creativity of humans? Advertising veteran Cindy Gallop, Founder & CEO of MakeLoveNotPorn, leads a discussion with Shannon Washington, Chief Creative Officer R/GA US and Bianca Guimaraes, Partner and Executive Creative director, Mischief USA, that will be lively, informative and thought-provoking. | |
| 04:00 – 05:00 PM | Cocktail Reception |
Our Social Medias:
