| 08:00 – 09:00 AM | Networking Breakfast |
| |
| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Conference Moderator |
| |
| The Investment Session |
| |
| 09:10 – 09:30 AM | Why Angel Investing is So Much Fun! |
| Sandy Wollman, Co-Founder & Managing Director, Westchester Angels – Moderator |
| Dan Epstein, CEO, ReSource Pro |
| Andrew Heath, Co-Founder, Bombas Socks |
| Michael Moretti, Former Market Manager, SVB |
| Angel Groups are the first group of investors sought by startups, who are looking to scale to exit, after friends and family. Angels not only invest dollars but we invest our time to help mentor and support these new businesses scale. The Angel Group space is highly collaborative, not competitive! All Angel Groups gladly share their info with other Angel Groups to help startups succeed. What Fun! |
| |
| 09:30 – 09:40 AM | Investing in Blockchain Opportunities |
| Paul Rajchgod, Managing Director, Ayre Ventures |
| Ayre Ventures is among the largest utility blockchain-focused venture capital groups. Investing in high-growth blockchain opportunities – not ‘crypto’ – is our main focus. We will discuss what this means and our approach to investing in blockchain. |
| |
| 09:40 – 09:55 AM | Microlending as a Catalyst for Global Financial Inclusion: Bridging Wealth Management and Social Impact |
| Rudolfo Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM, Positiviti Lending |
| Explore the transformative potential of microlending in driving financial inclusion and creating sustainable wealth in developing economies. This lecture will delve into how wealth managers can incorporate microlending opportunities into diverse investment portfolios, balancing financial returns with significant social impact. Attendees will gain insights into the innovative strategies employed by companies like Positiviti Lending to connect North American capital with high impact microlending initiatives in regions such as Kenya, demonstrating a new frontier in socially responsible investing. |
| |
| 09:55 – 10:05 AM | Effective Uses of Life Insurance in Wealth Transfer Planning |
| Kevin Donnelly, Managing Director, Signature Private, Highland Capital Brokerage, Inc. |
| Life insurance is often an effective and underutilized resource in wealth transfer planning. Given its tax advantages, it can be an efficient risk transfer tool enabling a greater percentage of an estate to transfer intact, provide immediate liquidity, leverage existing trust assets and provide trust asset diversification. |
| |
| 10:05 – 10:15 AM | Unlocking Lysosomes: Novel Platform to Develop First – and Best-in-Class Treatments for Human Diseases |
| Cuong Do, Founder & Chairman, M6P Therapeutics |
| Lysosomes are the recycling centers for the body. M6P Therapeutic has created a technology platform to deliver any protein to lysosomes, thereby enabling the ability to treat all ~60 lysosomal storage disorders as well as creating completely new avenues for treating cancers, autoimmune diseases, and many other ailments. |
| |
| 10:15 – 10:25 AM | The Chicago School |
| Michele Nealon, President, The Chicago School of Professional Psychology |
| The Chicago School is a leading nonprofit university dedicated to improving the health of individuals, organizations, and communities through a solutions-oriented educational approach, coupled with real-world experiences. Our graduates leave with the cultural competence and practical skills needed to uplift marginalized populations and make a positive difference in the world. The Chicago School is proud to be part of The Community Solution Education System, an integrated, nonprofit system that works collaboratively to advance institutional sustainability, increase student success, and enhance community impact. |
| |
| 10:25 – 10:40 AM | Fireside Chat: A Journalist Shares Reasons to Be Optimistic about Ukraine |
| Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Perdue Chicken |
| Denny Chared, Founder & CEO, DC Finance – Moderator |
| War correspondent Mitzi Perdue has just returned from her fourth trip to Ukraine. She’ll share reasons she’s seen to be optimistic about Ukraine, and she’ll discuss amazing new approaches the Ukrainians are using to deal with debilitating mental health issues like depression, anxiety, panic attacks or insomnia. |
| |
| 10:40 – 11:10 AM | Coffee Break |
| |
| 11:10 – 11:30 AM | Aligning Family Office Investments with Personal Passions |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Moderator |
| Michael Hoeing, Investor, Knollwood |
| Natalie Meyer, Managing Partner, ArcHealth Foundation |
| Family offices are putting more money into cutting-edge areas that match their personal passions, like tech, sustainability, and healthcare. Not only does this help them mix up their investments, but it also lets them make a real impact in areas they care about. Our panelists will dive into their own experiences and how that shapes the way they invest. |
| |
| 11:30 – 11:40 AM | The Bridge from Professional to Personal: Breaking through Barriers in Discrete Staffing |
| Starla Smith, President, Household Staffing |
| Starla Smith, President of Household Staffing, offers insights on selecting staff who are not only professionally skilled but also personally compatible with your lifestyle. Learn how to ensure discretion, loyalty, and efficiency through effective professional-personal matches, leading to household harmony, enhanced productivity, and peace of mind with vetted personnel. |
| |
| 11:40 – 11:50 AM | A New Solution to Homelessness that Actually Works |
| Tim Stay, Director, The Other Side Village |
| The Other Side Village is a new approach to solving chronic homelessness using a model we developed called “Human First”. In a supportive and highly accountable peer community, we help those who have been chronically homeless learn the skills necessary to live a self-reliant and fulfilling life, that includes connection, employment, and self-care. The Other Side Village will eventually house over 500 people from the streets in a beautiful, safe, and sober village in Salt Lake City, Utah. |
| |
| 11:50 – 12:00 PM | Private Aviation: The Viable Alternative to Whole and Fractional Aircraft Ownership |
| Joel Fenn, Private Jets Director, Americas, Air Charter Service Inc. |
| Joel embarked on his aviation journey with Air Charter Service in 2005. His early years took him across Europe, the Middle East, and the Asian subcontinent where he set-up the private jet department in Hong Kong, before returning to the UK to lead the groups largest passenger team. In 2015, Joel took his expertise to the U.S., establishing ACS Miami, and later, their Delaware office in 2021. With an in-depth understanding of the private aviation sector, Joel continues to be a driving force in the industry. |
| |
| 12:00 – 12:10 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 |
| Evan V 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. |
| |
| 12:10 – 12:20 PM | Beyond the Ballot: Economic and Market Perspectives Post-Election |
| Mark Dinner, Founder & CIO, ICW Holdings LLC |
| As investors, we constantly face the risk of becoming too data-dependent and short-term focused. Given the election is occurring at a point in the cycle where it is especially hard to forecast, useful readings on the economy are all the more desired. Mark Dinner takes a longer view of equities, rates and the economy after the election. |
| |
| 12:20 – 12:30 PM | Redefining Agriculture: A Blueprint for Global Food Security |
| Dennis Levine, Founder & CEO, Water Garden Farms |
| In a world confronting climate change and depleting resources, we must revolutionize our approach to food production to feed a growing population. At Water Garden Farms, we’re not just farming—we’re cultivating change and setting a standard for mass transformation by delivering unparalleled ROI to consumers, retailers, shareholders, and the planet. A sustainable future depends on our creativity, integrity, and innovative models that drive adoption in capital markets. |
| |
| 12:30 – 12:50 PM | From Startup to Millionaires: Success Stories in Health & Wellness |
| Mirela Sula, CEO & Founder, Global Woman Magazine and Global Woman Club – Moderator |
| Dr. Fabrizio Mancini, Founder & CEO, The Fab Life |
| Lord Matthew J. Scheckner, Chairman, Advertising Week; Founder, Windsor Park Entertainment |
| Anthony Swantek, Blockchain Pioneer |
| This panel will showcase the journeys of entrepreneurs who started with a vision and scaled it to multi-million-dollar enterprises. Panelists will share key insights on the challenges and breakthroughs along the path to success, including funding strategies, market positioning, and the personal growth needed to lead thriving businesses. The session will emphasize ‘Why It Matters’: By sharing real stories of grit and innovation, these entrepreneurs offer a roadmap for turning passion into prosperous, impactful companies in the wellness space. |
| |
| 12:50 – 01:50 PM | Lunch |
| |
| 01:50 – 01:55 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance |
| |
| 01:55 – 02:15 PM | Successful Biotech Investing – Reducing Risk while Increasing Returns |
| Muneer A. Satter, Vice Chairman, Goldman Sachs Foundation & Goldman Sachs Gives; Chairman, Satter Family Foundation |
| Biotech investing is inherently risky. What are the secrets to reducing risk while increasing returns? |
| |
| 02:15 – 02:25 PM | TheDomes.com |
| Chris Lawes, CEO, TheDomes.com |
| |
| 02:25 – 02:45 PM | Education Is Freedom |
| James W. Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC |
| |
| 02:45 – 03:05 PM | | BREAKOUT SESSION A | BREAKOUT SESSION B | | | | The Impact of Philanthropy – Empowering Women in Leadership and Advancing Community Initiatives Through Family Foundations | Human Trafficking and Child Exploitation | | Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | Al Eskanazy, Community-Police Relations Foundation, President & CEO – Moderator | | Suruchi Ahuja, Director, Ahuja Family Foundation | Detective Antonio Pagan, Child Exploitation & Human Trafficking Task Force | | Consuelo Vanderbilt, CEO & Co-Founder, SohoMuse | Alana Stott, MBE, Founder & CEO, Blue Rose Foundation | | Explore how family foundations are creating meaningful change by empowering women leaders and supporting community initiatives. This session delves into strategies to leverage philanthropy for inclusive leadership and sustainable community impact. | A panel with law enforcement and a nonprofit created to end human trafficking through various methodologies will discuss the situation as it pertains to human trafficking and child exploitation. Attendees will walk away with a better understanding of human trafficking, how local government and law enforcement are addressing the problem, and what everyday citizens can do to detect and aid in the fight against human trafficking and child exploitation. Moderator: Al Eskanazy, Chairman & CEO of Community-Police Relations Foundation, a non-governmental organization made up of leaders of our business communities. | | | |
|
| 03:05 – 03:25 PM | | The Power of Next Gen Collaboration – Leveraging Unique Tools (Technology) + Spaces (Real Estate) | Impact through Media | | Chelsea Toler, Chief Impact Officer, Logictry – Moderator | Lisa Morris, Entrepreneur, Philanthropist, Broadway/West End Theater Producer, and Investor – Moderator | | Lori Katz, Next Gen, Entrepreneur & Immersed in Real Estate/Hospitality/Impact Space | Zachary Richner, Third Gen Local Newspaper Owner, Richner Communications | | Christine Prydatko, Next Gen/Family Office | Dr. David M. Milch, Chairman, Healthcare Capital Corporation; Senior Board Member, Alpha Tau Medical | | Yizroel Rabinowitz, Entrepreneur & Founder, Well4Tech LLC | Join us to hear how families are combining their resources and influence with the power of media to advance important philanthropic missions. | | Leonie Weerakoon, Founder, Kinetik |
|
| |
| 03:25 – 04:00 PM | Fireside Chat: Driven Leadership and Next-Gen Philanthropy: Scaling Social Impact Through Entrepreneurship and Strategic Investments |
| Lauren Bush Lauren, Founder & CEO, FEED |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator |
| Explore how next-gen philanthropists are scaling social impact by integrating entrepreneurial thinking with strategic investments. This session highlights how purpose-driven leaders are reshaping philanthropy, using innovative approaches and targeted investments to drive sustainable change and tackle global challenges. |
| |
