| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance | |
| Lisa Morris, Managing Director, AKS Family Partners LP – Moderator | |
| 09:10 – 09:30 AM | The Family Office Ecosystem |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets Family Office; Founder, Triple C Advisory – Moderator | |
| May Wu, Principal, Wu Family Office | |
| Deborah Erickson, Chief Executive Officer, Servenco Management | |
| Ira J. Perlmuter, Managing Director, IJP Family Partners | |
| Family offices are putting more money into cutting-edge areas that match their personal passions, like tech, sustainability, and healthcare. | |
| 09:30 – 09:40 AM | Beyond Capital: Why Hypergrowth Demands Elite Human Capital Too |
| Tim Schigel, Serial Entrepreneur, Refinery Ventures | |
| 09:40 – 09:50 AM | Secure Bill Pay for Wealth and Family Office |
| Alex Hartzell, Senior Account Executive; BILL | |
This presentation explores a secure, end-to-end bill pay solution tailored for family offices and high-net-worth clients, ensuring seamless financial management with enhanced security, automation, and compliance. It highlights how integrated workflows, fraud prevention, and customized controls streamline complex payments while maintaining confidentiality and efficiency. | |
| 09:50 – 10:00 AM | Critical need for electrical generation and Nomad’s scalable solutions |
| Doug Pickering, CEO, Nomad Infrastructure | |
| Sean Bernsohn, Strategy & Finance, Nomad Infrastructure | |
| Advancements in artificial intelligence, electrification, and an outdated grid have not only led to a crisis availability of electrical power but generating it where it is most needed and profitable. The Nomad team will discuss the current market conditions and some of their highly nimble and scalable solutions that may allow potential partners to participate in the market for distributed power generation along with other novel partnership opportunities. | |
| 10:00 – 10:10 AM | 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. | |
| 10:10 – 10:30 AM | Fireside Chat: Why Family dynamics are the key to family office success: tools, perspective, and advice for families and operators |
| Joshua Gentine, Owner & Board Member, Sargento Foods Inc. | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Organizations spend billions every year on leadership development and internal coaching, helping colleagues learn to communicate with one another and tackle crucial conversations; however, enterprising families historically under-invest (if they invest at all) in their families. Josh’s discussion will highlight why healthy family dynamics are imperative to financial returns in a family office and how families can build those dynamics. | |
| 10:30 – 11:00 AM | Coffee Break |
| 11:00 – 11:20 AM | From Passion to Action |
| Lisa Morris, Managing Director, AKS Family Partners LP – Moderator | |
| Elizabeth Novogratz, Co-Founder, Maloka | |
| Louwee Shibata, Former Pro Athlete, Responsible Investing & Next-Gen Family Office | |
| Join us to hear how two family office members have turned their lifelong passions into mission driven work with real results. From fighting the exploitation of animals to empowering underserved humans, this will be an inspiring conversation about identifying what matters most…and then actually doing something about it! | |
| 11:20 – 11:30 AM | Modern Social Security with Savvly |
| Dario Fusato, CEO, Savvly, Inc. | |
| Savvly is a fintech company revolutionizing retirement planning with a sustainable, capitalistic model designed to replace the now-defunct pension system in the U.S. | |
| 11:30 – 11:40 AM | The Benefits of Ground Up Self Storage Development |
| Richard Ranck, Managing Director, SAFHarbor Fund | |
Real estate investors have historically invested in scalable sectors with identifiable demand drivers. The “hub” of real estate allocation by both institutional and retail investors has historically been office, multifamily, industrial, and retail. Total returns in self-storage have outpaced all sectors over the past 28 years, yet the sector is underinvested by both institutions and high net worth investors. | |
| 11:40 – 11:50 AM | Rewiring the Brain with Image-Guided Personalized Tomographic Neuromodulation |
| Irving Weinberg MD PhD, Founder, NeurTX | |
| We are building an office-based device that combined MRI and tomographic neuromodulation of entire brain circuits, anywhere in the brain. We have many choices for non-traditional indications (i.e., beyond depression), with interest from institutions and agencies in curing chronic pain, autism, cerebral palsy dementia, and other disorders. With clear scientific rationales that we could address any of these disorders, I am in NYC to find partners who can help us select our next target and deliver results in that selected direction. | |
| 11:50 – 12:00 PM | Converting Waste into Sustainable Solutions in a Profitable Way |
| Edward Rodriguez, CEO, BPN Capital Group | |
| Theo Ratliff, President, Ratliff Enterprises Inc. | |
| Nathaniel Morgan III, Owner NEM, Properties | |
| Transforming plastic waste into sustainable aviation fuel and municipal solid waste into electricity. | |
| 12:00 -12:10 PM | TBA |
| 12:10 – 12:30 PM | How the Arts are transforming the real estate market in NYC |
| Gregory Alan Thornbury, Ph.D., Executive Director, Silver Art Projects – Moderator | |
| Jade Shenker, Star, Owning Manhattan – Netflix | |
| Michela Roman, Artist | |
| In the post-pandemic world, many employees still want to work from home. In this environment, commercial real estate developers are trying to find ways to make their spaces dynamic places to work Monday through Friday. In New York City, a exciting case study is proving to be a secret to success. Silver Art Projects at the World Trade Center offers large studio spaces with stunning views the city and the New Yorker Harbor. This arts nonprofit, which is operated by Silverstein Properties, engages tenants in an exciting way. Being able to experience the avant garde is proving to be a transforming experience both for creatives and businesses alike. Join Jade Shenker, star of Netflix’s Owning Manhattan and a top 30 under 30 commercial real estate executive, sculptor Michela Roman, and Dr. Gregory Alan Thornbury, Executive Director of Silver Art, for a fireside chat about how art can be a tool to help businesses thrive. | |
| 12:30 – 01:30 PM | Lunch |
| 01:30 – 01:35 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:35 – 01:55 PM | The Nexus of Power & Influence: Pioneering Women Shaping Global Legacies |
| Jen Bawden, Serial Entrepreneur, Best Selling Author & Philanthropist | |
| Princess Stephanie de Sarachaga-Bilbao, CEO & Partner, Co-Author Triumphs of Transformation | |
| Patricia Silverstien, Founder & President, Silverstein Dream Foundation | |
| Lydsay C. Howard, Senior Foreign Policy Advisor, Mayor Michael R. Bloomberg | |
| These visionary women of distinction at the forefront of family office leadership drive impactful investment and philanthropy for their dynasty families. They are transforming family strategies, leading the charge for innovation and shaping the future of generational Influence and wealth. | |
| 01:55 – 02:15 PM | Fireside Chat with David Sable |
| David Sable, Vice Chairman, Stagwell; Ex Global Chairman Y&R; Author, Social Activist | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| 02:15 – 02:35 PM | Transcending Generational Wealth by Becoming You |
| Doris Hangartner, 2nd Gen; Founder & Owner, Doris Hangartner AG | |
| Amit Bhalla, Transformational Guide for Visionary Leaders & Wealth Creators – Moderator | |
| True wealth isn’t just about managing assets – it’s about alignment. In this transformative conversation, Amit and his client, Doris, will explore how the world’s most successful wealth creators move beyond effort and strategy into energetic alignment, allowing wealth to flow effortlessly. Attendees will gain powerful insights on shifting from doing to being, making high-caliber decisions with clarity, and unlocking a deeper level of freedom, influence, and legacy. | |
| 02:35 – 03:05 PM | Beyond Wealth: Scaling Success, Building Legacies, and Creating Impact Across Generations |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | |
| Suruchi Ahuja, Director, Ahuja Family Foundation | |
| BV Jagadeesh, Managing Partner, Kaaj Ventures | |
| Vinodh Bhat, Co-Founder, Saavn | |
| This concept extends beyond financial prosperity—it’s about scaling success, creating lasting legacies, and making a meaningful impact that transcends generations. It explores how individuals, families, and organizations can expand their influence through strategic growth, responsible stewardship, and a commitment to philanthropy. | |
| 03:05 – 03:30 PM | Strategic Capital – Investing in Defense & National Security Innovation |
| Nicholas Angerame, Esq., Co-Founder & General Partner, Demand Signal Ventures–Moderator | |
| The Honorable John G. Vongils, Chairman, Board for Strategic Initiatives | |
| Daniel Donovan, Former Congressman, Homeland Security | |
| Daniel Selli, Co-Founder & General Partner of Demand Signal Ventures | |
| Alex Green, Managing Partner, Administratum | |
| As geopolitical risks evolve and technology rapidly advances, private capital is playing an increasingly critical role in national security innovation. This panel brings together experts from military leadership, investment, and policy to explore the shifting landscape of defense and dual-use technology investments. Panelists will also examine regulatory hurdles and the complexities of navigating DoD procurement pathways. Additionally, they will discuss exit strategies and how investors can achieve strong returns in a sector dominated by government contracts. | |
| 03:30 – 04:30 PM | Cocktail |
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