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Agenda Spring 2024

 

08:00 – 09:00 AMNetworking Breakfast
09:00 – 09:15 AMOpening Remarks
Denny Chared, Founder & CEO, DC Finance
Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Conference Moderator
09:15 – 09:40 AMEmpowering Women: Investing in the Sustainable Future of Food and Health
Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator
Jill Portman, Founder, Mighty Leaf Tea; Founder & President, Good Pharma
Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Perdue Chicken
Join us for an insightful panel discussion where we explore the intersection of women’s empowerment, sustainable food practices, and health. Our distinguished panelists will share their expertise and experiences in investing in the future of food, focusing on strategies to promote sustainability, enhance nutritional value, and empower communities. From innovative agricultural practices to cutting-edge food technologies, we’ll delve into the key opportunities and challenges facing women in this critical sector. Don’t miss this opportunity to gain valuable insights and be inspired to make a difference in shaping a healthier and more sustainable future for all.
09:40 – 09:50 AMPrivate Aviation: The Viable Alternative to Whole and Fractional Aircraft Ownership
John Castellano, Global Jet Card Director, Air Charter Service Inc.
With 20 years of experience in the private aviation industry, John has seen it all. From the 2008 market crash to the bull and bust approach of new companies promising a non-viable digital only experience. Now in his new role, John is taking on the establishment brands by building a customer first Jet Card program. 
09:50 – 10:00 AMTransforming the Housing Crisis into Opportunity 
Judi Paré, President & CEO, Plentitude
In the face of financial adversity and a failing marriage, Judi navigated the complexities of homeownership as a single mother of three. From the distress of being on the brink of homelessness, she fought relentlessly to provide stability for her family. This journey of resilience and determination fuels her commitment to championing affordable and senior housing initiatives for those facing similar challenges.
10:00 – 10:30 AMFamily Office Investment Ideas
Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Moderator
Jolyne Caruso-FitzGerald, Board Director, Former Vice Chair of UBS Global Wealth Management; Impact Investor
Daniel Jeydel, Managing Director, US Investment Partners
Michael Ma, Principal, Xanadu Capital
The Warren Buffet philosophy espouses “investing in what you know”. While Family Offices are becoming more sophisticated in their investment theses, Buffet’s philosophy still rings true, with an added twist of investing in what you’re passionate about. Our panel of Family Office investors will discuss their criteria for deal sourcing and their sector interests, as well as long-term strategies for wealth preservation and enhancement.
10:30 – 11:00 AMCoffee Break
11:00 – 11:20 AMSolving Hunger in Cities: A Discussion with an 18 Year Old Entrepreneur who Created Tikoon
Eli Kerret, Founder & CEO, Tikoon
Denny Chared, Founder & CEO, DC Finance – Moderator
A digital platform has been created to bridge the gap between excess food and those in need who suffer from food insecurity. Solving the logistics through using an App, Tikoon finds a solution to eliminate hunger and food waste.
11:20 – 11:30 AMThe Flavor of Tomorrow: How Cultivated Meat Is Redefining Sustainability and Health
Ido Savir, CEO & Co-Founder, SuperMeat
Uncover the potential of cultivated meat to revolutionize our plates and planet, offering a crucial solution to sustainability and health challenges in our food system.
11:30 – 11:55 AMFamily Legacy and Changing Values: A Discussion with Peter Benedict and Sam Downes of the Andrus Family + Surdna Foundation
David Homan, CEO, Orchestrated Connecting, LLC –  Moderator
Peter Benedict III, Research Associate, Preqin; Sixth-Generation Member, the Andrus Family
Sam Downes, Transportation Engineer, Town of Brookline, Massachusetts; Sixth-Generation Member, the Andrus Family
Learn from two active next-gens on the legacy of this 6th generation Family Office and Foundation on the evolution of their strategies to achieve lasting impact, and how they are redefining their impact through challenging the status quo of  their family Office and a Family Foundation.
11:55 – 12:15 PMFireside Chat
Clara Kaluderovic, Co-Founder & CEO, Ex2; 3rd generation of SONIC Drive-In
David Teten, Founder, Versatile Venture Capital – Moderator
12:15 – 12:40 PMAccelerator: How Silver Art Projects Became The Leading Artists‘ Incubator at The World Trade Center
Gregory Thornbury, Ph.D., Executive Director, Silver Art Projects – Moderator
Milicia Perovic, Art Collector
Jared Owens, Multidisciplinary Artist
Bob Pilon, Senior Advisor, Perelman Performing Arts Center; Director Of Strategic Partnerships, Bloomberg Philanthropies
To be a successful artist, you have to make a splash in New York City. But how is that possible when the cost of living is intimidating and the ability to have studio space is too often out of reach? Enter Silver Art Projects — a remarkable organization that provides a year of free studio space and career opportunities at the WTC for aspiring creatives. Come hear breakout success stories including the moving personal journey of Jared Owens, who went from being in prison for 18 years to having a breakout artistic career.
12:40 – 01:40 PMLunch
01:40 – 01:45 PMIntroduction to the Family Office Circle
Denny Chared, Founder & CEO, DC Finance
01:45 – 02:10 PMPanel on Human Trafficking and Child Exploitation 
Al Eskanazy, Chairman & CEO, Community-Police Relations Foundation – Moderator
Chanel Dickerson, CEO & Founder, Chief Chanel Dickerson LLC; Retired Asst. Chief of Police, Washington DC
Jeremy Locke, SFC, USA Special Forces “The Green Berets” (Ret.) Co-Founder / COO Aerial Recovery
Stephen M. Knoepfler, Chief, Human Trafficking Unit Special Victims Division Office of the Bronx County District Attorney
Liam O’Hara, Detective
A panel of law enforcement, the Office of the District Attorney Bronx County, and Aerial Recovery (a veteran-led organization that responds to natural disasters and deploys humanitarian special operations to areas with human trafficking) 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.
02:10 – 02:30 PMEntrepreneurship, Technology, and Entertainment: Accessing Investment Opportunities in the Startup Nation of Innovators, Israel 
Randi Zuckerberg, General Partner, Surround Ventures; CEO, Zuckerberg Media; Former Creative & Buzz Marketing, Politics, and Social Change, Facebook
Jared Kash, Co-Founder & Managing Partner, Surround Ventures
As an early employee at Facebook, Randi Zuckerberg, was on the front lines of shaping Web 2.0 technology and how billions of people consume content. Join Randi and her business partner at Surround Ventures, Jared Kash, for an insightful fireside chat discussing their expertise and experiences in investing in early stage tech companies disrupting industries including AI, Robotics, Food, and Media, in one of the most successful startup ecosystems in the world – Israel. Not only will they address how to attract investment opportunities led by serial tech entrepreneurs and award-winning storytellers, creatives, and artists, but also share the key advantages that emerge when bringing diverse communities and perspectives together. 
02:30 – 03:00 PMEmpowering the Future: Engaging Next-Gen Leaders in Philanthropy and Social Entrepreneurship for Scaling Social Ventures
Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator
Vinodh Bhat, Next Generation; Co-Founder, Saavn
Christina Lewis, Next Generation; Entrepreneur, Investor & Philanthropist
Nishant Berlia, Next Generation; Entrepreneur, Philanthropist & Educationist
This topic explores strategies for scaling social ventures by empowering the next generation of leaders in philanthropy and social entrepreneurship. It delves into the broader landscape of social innovation, highlighting the importance of engaging young leaders and leveraging their creativity and passion for driving impactful growth. Drawing inspiration from organizations like Akshaya Patra, known for its effective scaling strategies in providing meals to schoolchildren, participants can gain valuable insights into maximizing their impact while addressing pressing societal challenges. This discussion aims to inspire attendees to cultivate the next generation of leaders and harness their potential to create lasting positive change in their communities and beyond.
 
07:00 – 09:00 PMPrivate Dinner with Milk & Honey Ventures Foodtech Dining Experience. Please RSVP to Cohav@dc-finance.com

The 2023 East Coast Family Office Conference Agenda – October 24th

 

08:00 – 09:00 AMRegistration and Breakfast
09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Conference Moderator
09:10 – 09:30 AMFamily 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 AMTechnology 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 AMA 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 AMAutomating 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 AMLeveraging 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 AMDeveloping 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 AMThinking 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 AMCoffee Break Sponsored by Innovating Capital
THE ART SESSION
11:00 – 11:20 AMThe 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 AMThe 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 AMThe 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 PMInvesting 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 PMFinding 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 PMInvesting 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 PMRethinking 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 PMFireside 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 PMLunch
02:15 – 02:20 PMIntroduction to the Family Office Circle
Mr. David Homan, CEO, Orchestrated Connecting, LLC
02:20 – 02:30 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.
02:30 – 02:40 PMReading 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 PMFireside 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 PMPanel: 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 PMPanel: 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 PMCocktail Reception