| 08:00 – 09:00 AM | Networking Breakfast | |
| 09:00 – 09:05 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | ||
| Marcia Nelson, Executive Director, Family Office Coverage, Texas Capital – Conference Moderator | ||
| 09:05 – 09:25 AM | Leading in Luxury: Growth and Resilience in Challenging Times | |
| Melanie Gallop, Former President, Calvin Klein | ||
| Cindy Gallop, Former CEO, Bartle Bogle Hegarty – Moderator | ||
| Melanie Gallop has worked in fashion and luxury for over 30 years, most recently as President of Calvin Klein Europe. For this fireside chat she’s joined by her sister, 40-year marketing and advertising veteran Cindy Gallop. They’ll discuss the state of the luxury market, the opportunities that exist for future-forward vision, and key areas for innovation that can drive turnaround and growth. | ||
| 09:25 – 09:45 AM | Managing Complexity: How UHNWI & Family Offices Can Gain a Single View of Their Financial Lives | |
| Marcia Nelson, Executive Director, Family Office Coverage, Texas Capital- Moderator | ||
| Robert E. Mallernee, Chief Executive Officer, Eton Solutions | ||
| David Teten, Partner, Orange Collective | ||
| 09:45 – 09:55 AM | Broadway as an Alternative Investment | |
| Carl Moellenberg, Tony Award–Winning Broadway and West End Producer | ||
| Why does Broadway investing makes sense in a diversified portfolio? The talk will include, among other topics, how Broadway is not correlated with stock and bond markets, Carl’s track record of high profitability across 20 seasons, and Carl’s thorough approach to choosing shows. It also will give specific examples of many extremely high ROI’s of long-running musicals he has participated in. | ||
| 09:55 – 10:15 AM | The Family Office Playbook for Private Company Investing | |
| Corey Massella, Partner, UHY LLP | ||
| This session explores how family offices can invest in private companies with greater discipline, clarity, and long-term focus. Rather than chasing opportunistic or venture-style deals, attendees will learn how to build a clear investment thesis, structure deals with appropriate protections, prioritize cash-flowing founder-led businesses, and create a concentrated portfolio designed for steady compounding. The discussion will also cover governance, liquidity planning, and common pitfalls to avoid, offering a practical framework for turning private investing into a repeatable, strategic advantage | ||
| 10:15 – 10:25 AM | Innovating the Chocolate Industry – The Future of Craft Chocolate | |
| Nate Saal, Founder & CEO, CocoTerra Company | ||
| Through market expansion and penetration into emerging markets, the $130 billion dollar global chocolate market has been growing consistently year over year for the last several decades. However, there hasn’t been significant innovation in the last 150 years. CocoTerra is innovating the world of chocolate by moving production into the home kitchen. Using the CocoTerra tabletop appliance, people can personalize and customize their chocolate to meet their dietary, ethical and culinary desires. In this session, we’ll discuss the current state of the chocolate industry and how technology can change the industry as we know it. | ||
| 10:25 – 10:45 AM | Coffee Break | |
| 10:45 – 11:05 AM | Family Office Investment Strategies | |
| Marcia Nelson, Executive Director, Family Office Coverage, Texas Capital – Panel Moderator | ||
| Jonathan Ruch, Managing Partner, Kaissa Capital Partners | ||
| Ross Morton, Managing Partner, Nondenza Venture Partners | ||
| 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. | ||
| 11:05 – 11:15 AM | Joseph Lubeck, CEO, American Landmark Apartments | |
| 11:15 – 11:30 AM | State of Domestic Energy | |
| Steve Long, CEO, Derby Energy | ||
| The current shift from a domestic “net zero” policy to energy affordability and reliability in the face of historic growth in electricity demand, and how that shift and demand will affect the oil and natural gas industry and opportunities therein. | ||
| 11:30 – 11:40 AM | The $10 Billion Spreadsheet Trap | |
| Robert E. Mallernee, Chief Executive Officer, Eton Solutions | ||
| Many family offices still rely on spreadsheets to manage increasingly complex portfolios and operations. While effective at smaller scales, these tools often become fragile and inefficient as assets grow beyond the $1B threshold. This session will explore the operational risks that emerge from legacy systems and the challenges created by fragmented data and manual processes. We’ll also examine what a modern, scalable technology stack looks like for family offices managing multi-billion-dollar wealth. | ||
| 11:40 – 11:50 AM | Powering the Next Generation of Energy Infrastructure | |
| Frank Liu, General Partner, CEO, Infinite Grid Capital (IGC) | ||
| Gain insight into the opportunities and challenges shaping the future of global power infrastructure as demand accelerates from AI, data centers, and electrification. Drawing on his experience leading cross-border investments in battery storage, hybrid energy hubs, and grid-scale power projects, he will discuss where smart capital is flowing and how investors can participate in the next generation of resilient energy systems. | ||
| 11:50 – 11:55 AM | Keeping AI Safe | |
| Robert Leaf, Founder & CEO, Keep AI Safe Foundation (SAFE) | ||
| 11:55 – 12:20 PM | The Return of Great Power Conflict: What it Means Now | |
| Kevin Wensing, Former Naval Officer & DoD Senior Executive; Vice President, USO | ||
| David Bonfili, Former Naval Officer; Co-Founder & CEO, ACME General Corp. | ||
| Frank Russo, Retired U.S. Naval Captain | ||
| A timely discussion on the evolving global political and conflict landscape. Drawing on decades of experience across military leadership, defense strategy, and global finance, they will provide a grounded perspective on current geopolitical tensions, emerging warfare dynamics, and the intersection of public and private sector influence. | ||
| 12:20 – 1:30 PM | Lunch Break | |
| 01:30 – 01:40 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | ||
| 01:40 – 01:50 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. | ||
| 01:50 – 02:00 PM | When Fear Quietly Shapes Decision Making | |
| Amy L Brodsky, Founder, Sky Partners & Black Box Coaching and Practicums | ||
| The most costly stewardship errors are rarely strategic and often psychological. Long before a decision is made, unexamined thoughts begin to shape outcomes. This talk focuses on how fear compromises judgment and how leaders can regain equanimity and sound decision-making under pressure. | ||
| 02:00 – 02:20 PM | Building a Family Legacy in the Arts – Current Models of Success | |
| Gregory Alan Thornbury, Ph.D., Executive Director, Silver Art Projects – Moderator | ||
| James Nazarov, Private Investor, Nasarov Family Office | ||
| Aleksandra Dinic, Founder & Managing Editor, Anarchy Daily | ||
| Shannon Bender, Entrepereneur & Founder, Link to Art | ||
| Often when one considers prominent families who’ve become synonymous with the art world, we think of the past: Guggenheim, Whitney, Frick, and so on. But increasingly, the art market provides not only opportunities for philanthropic reasons, it also presents an investment opportunity for the long term. Panelists will talk about their own experiences and research on how second and third generation leaders can carry forward their own vision for the future in arts and culture. | ||
| 02:20 – 02:35 PM | Reputational Security: Why Brands Matter? | |
| Ido Aharoni Aronoff, Advisor & Investor | ||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | ||
| 02:35 – 03:00 PM | The New Defense Economy | |
| Nicholas Angerame, Esq., Co-Founder & General Partner, Demand Signal Ventures–Moderator | ||
| Leslie Beavers, Former CIO, Department of Defense, Brigadier General (USAF, ret.) | ||
| Kalmon Sporn, Head of Government Affairs | ||
| Daniel Selli, Co-Founder & General Partner, Demand Signal Ventures | ||
| Max Brown, Founder & General Partner, Danu Venture Group | ||
| As geopolitical tensions rise, from escalating conflicts in the Middle East to intensifying U.S. (China competition) governments and investors are rapidly increasing funding into defense technology. At the same time, breakthroughs in AI and significant capital flowing into frontier companies are accelerating innovation and reshaping industries. In this environment, dual-use technology has emerged as a strategic hedge, with companies generating commercial revenue while also supporting defense and national security missions. This panel will explore how founders and investors are building resilient businesses across commercial and defense markets while diversifying revenue and mitigating risk. | ||
| 03:00 – 03:30 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| Colby Kash, Co-Founder & CEO, Camelot BioCapital | ||
| Frank Liu, General Partner, CEO, Infinite Grid Capital (IGC) | ||
| Rich Kosinski, Partner, Brio Benefits | ||
| Tyler Wanke, Family Member, Co-founder & CEO, Madison Scientific | ||
| William Lam, President, UPGRD | ||
| 03:30 – 04:00 PM | Venture Investing in Israeli Companies | |
| Charlie Federman, Founding Partner, Silvertech Ventures | ||
| The turbulent environment in the Middle East creates risks and opportunities. The panel will discuss how Israeli companies are navigating the war and give us insights as to the status of investing landscape for them. | ||
| 04:00 – 05:00 PM | Cocktail | |
Agenda types: Past
The 2025 East Coast Family Office Conference – Fall
| 08:00 – 09:00 AM | Networking Breakfast | |
| 09:00 – 09:10 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | ||
| Danielle Patterson, Founder & CEO, Family Office Access – Conference Moderator | ||
| 09:10 – 09:35 AM | Family Office Investment Strategies | |
| Corey Massella, Partner, UHY LLP – Moderator | ||
| Albert Luk, Director of Private Investments, Brodie Genrational Capital Partners | ||
| Andrew Drylie, Principal, Quadri | ||
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. | ||
| 09:35 – 09:45 AM | Tax Reform: Key provisions for individual taxpayers | |
| Tamar Hirshman, Senior Manager, Bakertilly | ||
| Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) is an expansive reconciliation bill affecting businesses, international tax provisions and more. This lecture will cover the key individual, trust and estate tax provisions of the bill. We will highlight important changes from OBBBA and the planning considerations individuals and families may take into account as they strategize for the future. | ||
| 09:45 – 9:55 AM | The Future of Generational Wealth: Bitcoin-Denominated Life Insurance | |
| Jason Leibowitz, Head of Business Development, Meanwhile | ||
| Bitcoin-denominated whole life insurance delivers tax-efficient growth, wealth preservation, and seamless generational transfer. Integrated with trusts and estate plans, it provides liquidity through policy loans—without selling Bitcoin or triggering taxes. This proven structure solves the liquidity, tax, and legacy challenges facing long-term wealth holders. | ||
| 09:55 – 10:10 AM | Tax Benefits and Income via Oil and Gas Drilling | |
| Jeff Johnson, CEO, Eagle Eye Funds | ||
| Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | ||
| 10:10 – 10:25 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. | ||
| 10:25 – 10:55 AM | Coffee Break | |
| 10:55 – 11:15 AM | Fireside Chat: Technology, Real Estate & Everything in between! | |
| Tal Kerret, President, Silverstein Properties | ||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| In this fireside chat, Tal Kerret and Denny Chared will engage in a candid conversation about Tal’s experiences in both technology and real estate. Sharing the lessons learned, triumphs, and challenges along the way. | ||
| 11:15 – 11:25 AM | From Legacy to Leadership: Why Family Offices Hold the Key to Healthcare Transformation | |
| Dr. Marko Lukic, PhD, FEBO, FASRS, Director, European Medical Consultants | ||
| Dr. Lukic will demonstrate how strategic investment in healthcare innovation can transform complexity into a competitive edge. He will highlight high-impact areas, including AI diagnostics, digital health, and solutions for chronic care. Family offices will learn how to create both meaningful social outcomes and strong financial returns through mission-aligned capital. | ||
| 11:25 – 11:45 AM | Using Deposits to Build Sustainable Communities | |
| Diane Ellis, Senior Managing Director, IntraFi | ||
| Thanks to the Advancing Communities Together (ACT) Deposit Program, large depositors have a safe and convenient way to place deposits at financial institutions serving minority and low-income communities across the country. This new program offers large depositors the opportunity to amplify their impact in underserved communities while keeping their large cash balances safe and earning the returns they expect. The ACT Deposit Program operates within ICS, the IntraFi Cash Service, a time- and volume-tested service from IntraFi that provides access to millions in aggregate FDIC insurance across network banks. | ||
| 11:45 – 11:55 AM | Amex Exploration’s development of the Perron Project | |
| Victor Cantore, CEO & President, Amex Exploration | ||
| Presenting the high value preliminary economic assessment on the Perron project. The Staged production strategy derisks the project, simplifies the permitting process, accelerates time to revenue (targeting 2028) and minimizes shareholder dilution, with Phase 2 mine construction financed from free cash flow. The infrastructure, access to water, power and a work force, highlights why the project will be a low capex / opex gold producer. | ||
| 11:55 – 12:05 PM | The Ongoing Phase 3 Drill Program on The B26 Project | |
| Jon Deluce, CEO & President, Abitibi Metals | ||
| Abitibi Metals issue the first assay results on B26 deposit, 3.65% CuEq Over 21.1m Within Interval of 1.55% CuEq Over 69.0m. The drilling has confirmed economic-grade mineralization beyond the resource boundary confirming expansion. The drilling also supports the grade at depth with the potential for a strong gold credit. | ||
| 12:05 – 12:30 PM | One Father’s Mission to Shatter the Addiction Crisis | |
| Gary Mendell, Founder, HEI Hotels & Resorts; Founder & Chairperson Emeritus, Shatterproof | ||
| In this deeply personal and powerful talk, Gary Mendell shares the story behind founding Shatterproof, a national nonprofit dedicated to ending the addiction crisis. Motivated by the loss of his son Brian, Gary turned grief into action, mobilizing families, policymakers, and communities to transform addiction treatment, eliminate stigma and educate and empower communities. His journey is a testament to the impact one determined parent can have on millions of lives. | ||
| 12:30 – 1:30 PM | Lunch Break | |
| 01:30 – 01:40 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | ||
| 01:40 – 02:00 PM | Fireside Chat | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Gaurav Dhume, Co-Founder & President, Elliot Systems | ||
| 02:00 – 02:10 PM | Not Your Father’s Mutual Fund: Next-generation crypto indexing for sophisticated portfolios | |
| Griffin Peer, Head of Business Development, Reserve | ||
| As tokenization accelerates toward Citigroup’s forecasted $4T by 2030, portfolio allocation strategies must evolve. DTFs (Decentralized Token Folios) represent the convergence of traditional indexing with blockchain innovation by offering exposure to crypto narratives through professionally constructed baskets. From broad market or sector specific indexes to simplifying DeFi yields, DTFs provide institutional investors with precise, liquid access to crypto’s highest-conviction opportunities while maintaining the diversification and transparency standards family offices demand. | ||
| 02:10 – 02:20 PM | Beyond the Rearview Mirror: Leveraging Quantum-Sensory AI for Predictive Decision-Making | |
| Nadab (“Niddy”) Akhtar, Founder & Managing Partner, Excite Capital | ||
| In this engaging session, Nadab Akhtar (Founder and Managing Partner of Excite) will chronicle Excite’s pioneering efforts in integrating quantum algorithms that emulate human cognitive processes. Traditional predictive models often rely solely on historical data, akin to navigating by looking through the rearview mirror. In contrast, Excite’s approach utilizes advanced quantum computing techniques to process complex datasets in real-time, mirroring the dynamic and multifaceted nature of human decision-making. | ||
| 02:20 – 02:40 PM | Beyond Wealth: Scaling Success, Building Legacies, and Creating Impact Across Generations | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Vinayaka Amin, Vinayaka Hospitality | ||
| 02:40 – 03:00 PM | India’s Consumer & Sustainability Opportunity: Insights on Family Office Roles in India’s Growth | |
| Chaitanya Raj Singh Bhati, HH Maharawal, Jaisalmer | ||
| Immpana Srri, Chief Investment Officer, Koherent Inc. | ||
| In this fireside chat, HH Maharawal Chaitanya Raj Singh Bhati of Jaisalmer will explore how family offices can drive sustainable growth through investments in agriculture, heritage preservation, and cultural entrepreneurship. He’ll discuss how global capital can align with India’s growth while supporting intergenerational legacy and stewardship. | ||
| 03:00 – 03:15 PM | Reputational Security: Why Brands Matter? | |
| Ambassador Ido Aharoni Aronoff, Advisor & Investor | ||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | ||
| 03:15 – 03:30 PM | Art in New Spaces: A Cure for the Loneliness Epidemic in Major Cities | |
| Gregory Alan Thornbury, Ph.D., Executive Director, Silver Art Projects – Moderator | ||
| Shannon Bender, Entrepeneur & Founder, Link to Art | ||
| Sebastian Errazuriz, Designer, Artist, Entrepreneur & Activist | ||
| People converge on alpha cities like New York and Los Angeles for the opportunities they provide, but all indications point to the fact that people are more isolated and lonelier than ever. Bellwether institutions – religious, political, and conventional – are failing to reach heart and soul. To address this crisis, a spate of new social clubs are springing up, enticing the next generation to finding new ways to connect. From Zero Bond and Secret Soho to Lightning Society and Silver Art, one thing that these private associations are looking for is inspiration from the arts. Join Dr. Gregory Alan Thornbury and Shannon Bender for a discussion of how art is changing the way coming generations are thinking about how we live our lives in community. | ||
| 03:30 – 03:45 PM | From Conflict to Connection: Conversations That Matter | |
| Amy Brodsky, Founder & CEO, Sky Consulting | ||
| The ability to navigate difficult conversations is one of the most powerful drivers of effectiveness and connection. This session equips families and CEOs with the skills to turn conflict into clarity, strengthen bonds, and create healthier dynamics that fuel happiness and performance. | ||
| 03:45 – 04:15 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| Joe LeBas, President & Managing Director, Concorde Group Holdings LLC | ||
| Dr. Howard Berman, Founder & Executive Chairman, Coya Therapeutics, Inc. | ||
| Dr. Robert J. Leaf, DMD, Founder & CEO, Keep AI Safe Foundation | ||
| Adam Kessner, Principal, Kessner Real Estate Investments | ||
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder, Zeus Companies | ||
| Tyler Wanke, Family Member | CEO & Co-founder, Madison Scientific (MadSci) | ||
| 04:20 – 04:30 PM | The Intersection of Art, Identity, and Nature | |
| Yigal Ozeri, Artist | ||
| Yigal Ozeri will explore the convergence of art history, psychology, and nature in his photorealistic portraiture. Through his cinematic oil paintings, Ozeri brings life to the emotional connection between his subjects and the landscapes they inhabit, prompting a deeper conversation on the power of authentic experience and the connection between reality and fantasy. | ||
| 04:30 – 05:00 PM | Cocktail | |
The 2025 East Coast Family Office Conference – Spring
| 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 – Conference 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, Chief Investment Officer, 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, Founder & President, Species Unite | |
| 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 Self Storage | |
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 – 12:10 PM | Converting Waste into Sustainable Solutions in a Profitable Way |
| Edward Rodriguez, CEO, Prime Resources LLC – Moderator | |
| Theo Ratliff, COO, Prime Resources LLC | |
| Nathaniel Morgan III, Director of Expansion, Prime Resources LLC | |
| Transforming plastic waste into sustainable aviation fuel and municipal solid waste into electricity. | |
| 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 | 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 | |
| 01:55 – 02:15 PM | The Nexus of Power & Influence: Pioneering Women Shaping Global Legacies |
| Jen Bawden, Serial Entrepreneur, 11x Best Selling Author & Philanthropist | |
| Princess Stephanie de Sarachaga-Bilbao, CEO & Partner, Co-Author Triumphs of Transformation | |
| Patricia Silverstein, Founder & President, Silverstein Dream Foundation | |
| Lyndsay 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. | |
| 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, 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 |
The 2024 East Coast Family Office Conference – Fall
| 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 |
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| 03:05 – 03:25 PM |
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| 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. | |||||||||||||||||
The 2024 East Coast Family Office Conference – Spring
| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:15 AM | Opening 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 AM | Empowering 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 AM | Private 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 AM | Transforming 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 AM | Family 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 AM | Coffee Break |
| 11:00 – 11:20 AM | Solving 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 AM | The 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 AM | Family 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 PM | Fireside Chat |
| Clara Kaluderovic, Co-Founder & CEO, Ex2; 3rd generation of SONIC Drive-In | |
| David Teten, Founder, Versatile Venture Capital – Moderator | |
| 12:15 – 12:40 PM | Accelerator: 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 PM | Lunch |
| 01:40 – 01:45 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:45 – 02:10 PM | Panel 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 PM | Entrepreneurship, 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 PM | Empowering 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 PM | Private Dinner with Milk & Honey Ventures Foodtech Dining Experience. Please RSVP to Cohav@dc-finance.com |
The 2023 East Coast Family Office Conference – October
| 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 | |
| 09:10 – 09:40 AM | Panel: Operations, Innovations, and Impact |
| David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Alison Furneaux, Operating Partner at BlueIO; Chief Marketing Officer at CyberSaint | |
| Doug Lessing, Founder of Phin; Advocate for companies doing good and becoming stronger while doing so | |
| Christie Marchese, Founder & CEO, Kinema | |
| Join three innovators in sustainability, media, and technology as they discuss their impact, how they operate, and the balance they strike with their families and legacy to grow business, engage community, and pave the way for future generations. | |
| 09:40 – 09:50 AM | The Burgeoning Cannabis Industry – Opportunities and Pitfalls |
| Richard Rowe, President & CEO, The Headquarters Group, Inc. | |
| The cannabis industry presents a unique opportunity for generational wealth creation. Even in the absence of a federal framework, the industry has shown remarkable resilience and growth potential, paving the way for a safe and sustainable consumer category. Richard, a seasoned veteran in the industry since 2001, will share his wealth of knowledge and experience. He will discuss the industry’s transformation from an illegal market to an essential industry during the pandemic. Attendees can expect to gain valuable insights into the cannabis industry and its potential for long-term investment opportunities. | |
| 09:50 – 10:00 AM | The Modern Family Office |
| Shaun Eck, Chief Advisory Officer, The Quantus Group | |
| In 2021, John Hancock declared “tax the wealthy” had become the rallying cry of Congress. At the intersection of unique problems and unique solutions, providing families the opportunity to maintain assets on their balance sheet, not the IRS’, has become paramount in helping them fulfill the vision for their wealth. | |
| 10:00 – 10:10 AM | Rethinking Your Approach to Insurance |
| Karin Landry, Managing Partner, Spring Consulting Group | |
| Prabal Lakhanpal, Senior 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. | |
| 10:10 – 10:30 AM | Fireside Chat: Transitions in Careers, Startups and Family Offices |
| Sara Crown Star, Director, Crown Family Foundation; Venture Partner, FemHealth Ventures | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Please join Sara Crown Star and Denny Chared as they discuss the ability to grow in new directions with your career, how controversy can be used as an incredible marketing tool to catapult a company’s domestic and international sales, and the importance of governance as a Family Office transitions from generation to generation. | |
| 10:30 – 11:00 AM | Coffee Break |
| 11:00 – 11:20 AM | Panel: Pioneering Futures – The Evolution and Aspirations of Next Gen Women Entrepreneurs |
| Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator | |
| Christina Kelly Lopes, CEO, The One Health Company | |
| Consuelo Vanderbilt Costin, CEO & Co-Founder, SohoMuse | |
| This panel will delve into the journey and aspirations of emerging women entrepreneurs from the next generation. The conversation will explore their distinct experiences, the challenges they encounter, and the innovative strategies they employ in the business world. The focus will be on highlighting their pivotal role in shaping the future of entrepreneurship and the positive influence they have across various industries. | |
| 11:20 – 11:30 AM | Beyond the Beaches and Island in the Sun |
| David M. Rice, Investment Executive USA, Invest Barbados | |
| Stephen Greaves, Director, Invest Barbados | |
| From becoming a Republic to Rihanna, modern Barbados boasts a vibrant culture, diversified and growing economy with exciting investment opportunities, and an enviable lifestyle. Barbados is open for business. We have a reputation as a trusted international business centre that facilitates global growth and profitability. | |
| 11:30 – 11:40 AM | Investing in Adult Beverage, a Non-Correlated Asset Class That Should be in Everyone’s Portfolio |
| Brian Rosen, CEO, InvestBev | |
| All investors need non-correlated assets in their portfolio. The alcohol sector has provided a wonderful place for an ALT investment strategy, as liquor has historically gone up since 1933 and been recession proof. The InvestBev family of funds continue to provide out sized returns since inception. | |
| 11:40 – 11:50 AM | Canadian Real Estate: Why Canada, Why Now? |
| Ken McKinnon, Senior Managing Director, Head of Relationships, Institutional Mortgage Capital | |
| Robert Fitzpatrick, Senior Managing Director, Head of Core & Core Plus Investments, Institutional Mortgage Capital | |
| Discussion on the Canadian real estate landscape and different market segments. Commentary will be provided on key themes and economic trends. | |
| 11:50 – 12:00 PM | Intro to Zomedica (NYSE-ZOM) and the Vast and Growing Animal Health Market |
| Peter Donato, Executive Vice President of Administration & Chief Financial Officer, Zomedica | |
| Mr. Donato will give an overview of multi-billion dollar global animal health market and walk the audience through ZOMs novel product offering in that market. Speaker will outline to the audience our investment thesis and the opportunity provided to investors. | |
| 12:00 – 12:10 PM | The Consumption of Sports |
| Adrian Figueroa, Head of Finance, Betr Holdings Inc. | |
| An overview presentation on Betr, a sports gaming and media company that aims to enhance the consumption of sports. Betr Gaming is solving the problem with the traditional sports betting industry today – complex and intimidating user interfaces – by creating a unique, simplified UI and UX that caters to the casual sports fans that represent 95% of the addressable market. | |
| 12:10 – 12:30 PM | Fireside Chat: Selling a Multigenerational Family Business |
| Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation | |
| Ashley Fina, Next Gen, Former CEO & President of Michael C. Fina | |
| Ashley Fina, former CEO of Michael C. Fina Recognition and Todd Litzsinger, former Chairman, CEO & President of Follett Corporation discuss selling their multigenerational family businesses and life after running a family business. | |
| 12:30 – 01:30 PM | Lunch |
| 01:30 – 02:00 PM | The Family Office Investment Ecosystem |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Moderator | |
| Mary D’Souza, Chief Investment Officer, Misha Investments | |
| Masha Levin, Managing Director, Private Family Office Switzerland | |
| Oksana Prysyazhnyuk, Principal, Sinha Holdings | |
| Daniel Eisemann, Senior Vice President, Fairfield-Maxwell | |
| As Family Offices professionalize their investment teams – with and without family members – they are hungry for more venture capital and private equity-like deals. Our panel of Family Office investors will discuss deal sourcing, managing direct and co-investments, their sector interests, and finding the right partners and opportunities. | |
| 02:00 – 02:20 PM | Next Gens in Impact |
| Sarah Cone, Founder & Managing Partner, Social Impact Capital – Moderator | |
| Joanna Benadrete, Private Investor | |
| Hanson Gong, Private Investor, Strategic Partner and Systems Change Agent | |
| A discussion with two “Next Gens” about the dynamics of moving with their families into impact investing. | |
| 02:20 – 03:10 PM | The AI Panel |
| Mark Minevich, President & Founding Partner, Going Global Ventures; Digital cognitive & AI strategist, Global thought leader, Investor, and AI expert- Moderator | |
| Hanna Helin, Global Head of Technology Innovation, London Stock Exchange Group (LSEG) CTO Office | |
| Alejandro Jaimes, Chief Scientist & Senior Vice President, Dataminr | |
| Atefeh Riazi, Senior Vice President & Chief Information Officer/Interim Chief Digital Officer, Memorial Sloan Kettering Cancer Center | |
| Buka Gurgenidze-Steinau, Associate Director of Artificial Intelligence/Machine Learning, Memorial Sloan Kettering Cancer Center | |
| Francesca Rossi, Fellow & AI Ethics Global Leader, IBM | |
| Robert Opp, Chief Digital Officer, UNDP | |
| Rodrigo Madanes, Global Innovation AI Leader, Ernst & Young | |
| Amidst a backdrop of dynamic market conditions influenced by factors like pandemic,inflation, climate change, geopolitical unrest and rise of ChatGPT, our discussion will span the ethical, human centric, planetary, enterprise facets of AI adoption . From establishing clear objectives to leveraging generative AI for enhanced market analysis, we’ll analyze a strategic approach to AI that can propel the sector forward amidst changing global economic tides. The panel will also unravel the generative AI and discuss venture capital trends. As generative AI propels a new wave of innovation, the venture capital landscape is evolving to identify and foster unicorn companies. Through a blend of strategic AI deployment and human oversight, venture capital firms are harnessing AI’s potential to drive a new era of investment and entrepreneurial success. We will also try to make sense of the big tech companies and advancements in Generative AI, particularly Large Language Models (LLMs) are pivotal in shaping the AI landscape across various industries. | |
| 03:10 – 04:10 PM | Cocktail Reception |
The 2021 East Coast Family Office Conference – May 12th
The 2022 East Coast Family Office Conference – April 27th
| 08:00 – 09:00 AM | Registration and Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Mr. Tal Kerret, President, Silverstein Properties, Inc. | |
Mr. John Messervey, Private Advisor to America’s Leading Families – Conference Moderator | |
| THE TECHNOLOGY SESSION | |
| 09:10 – 09:50 AM | The Tech Panel: Family Offices Investing in Tech Companies: To SPV or Not to SPV? |
| Mr. David Teten, Founder, Versatile Venture Capital – Moderator | |
| Mr. Richard Dahan, Serial Entrepreneur, Investor & Teacher | |
| Mr. Michael Zhu, CIO, Accathon Capital | |
| Mr. Rami Idriss, Managing Director, Aurora Asset | |
| 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. | |
| 09:50 – 10:00 AM | Artificial Intelligence Now: A Darwinian Event for Financial Services & Healthcare |
| Dr. Severence M. MacLaughlin, Founder & CEO, DeLorean Artificial Intelligence (DAI) | |
| In Medicine: Predicting disease onset, disease transition & decreasing costs. In High Finance: The Future of Trading Literally: multi currency commodity buys/sells/ swaps 4, 7 and 15 days in the future. | |
| 10:00 – 10:20 AM | Cancer Innovation and Impact Investing (Triple Bottom Line) |
| Mr. Gary Gentges, Senior Vice President Corporate Development, Kineta | |
| Cancer’s impact is enormous and there will be ~1.8M estimated annual new cases of cancer in the US in 2021. Over 20M people in the US are living with cancer today and it is estimated that there will be ~600,000 deaths. There is an urgent medical need for innovative new drug treatments to improve cancer survival rates and Kineta is working on this problem. | |
| 10:20 – 10:30 AM | Transforming Philanthropy: Leading Nonprofits From Scarcity To Greater Success |
| Mr. Adam Treiser, CEO, Arjuna Solutions | |
| Traditional philanthropy restricts nonprofits from investing in the things that help them grow: technology, talent, and fundraising. This causes a “race to the bottom” approach to nonprofit investment, handcuffing them from scaling their impact and maximizing their benefit to society. Learn how donors can flip the script and provide permanent revenue streams for the organizations they care about without donating any more than they are today. | |
| 10:30 – 10:40 AM | AI Meets Private Equity – The Dianthus Model |
| Mr. Chris Litster, CEO, Dianthus | |
| Dianthus is a private company that merges software and private equity models into a single business that straddles investment and operating models. We cover why AI companies should acquire another business to bootstrap the data needs of their machine learning models, why AI is underapplied to operations of most companies, and how these two trends merge into a great investment opportunity. | |
| 10:40 – 10:50 AM | Increasing the Survival Rate of Early-Stage Companies |
| Mr. John Frankel, Partner, ff Venture Capital | |
| ff Venture Capital (ffVC) partners with visionary founders to build companies that will influence the behavior of millions. Exclusively focused on early-stage investing since 2008, ffVC has invested in 140 companies, produced $2.9bn in exit value and currently manages a portfolio of 89 companies valued in excess of $15bn. ffVC’s model of high-touch engagement couples domain expertise with operational support to drive outcomes for our portfolio and produce consistent returns for our Limited Partners. This value add approach, being “founder friendly”, has made ffVC one of the best performing early-stage venture capital firms based in New York. | |
| 10:50 – 11:00 AM | Digital Assets: Asymmetric Returns in The Age of Autonomy |
| Mr. James Diorio, CEO, Tradecraft Capital | |
| Digital Assets are moving into the mainstream but few recognize the impact they will have on all aspects of our future. Join James Diorio to get a glimpse of this future and, importantly, gather insight into the winning techniques used by Tradecraft Capital to profit from this technological revolution. | |
| 11:00 – 11:30 AM | Coffee Break |
| 11:30 – 11:40 AM | Rejuvenation Medicine — a New Trend in Disease Prevention |
| Dr. José Navarro-Betancourt, General Partner, quadraScope Venture Fund | |
| This lecture will cover limited partnership investment opportunities into emerging human rejuvenation treatments. Rejuvenation medicine restores health and vitality, preventing and curing age related diseases. Although rejuvenation technologies have been under development for decades, with the recent scientific advances they are starting to catch the attention of mainstream press and billions of investment dollars. | |
| 11:40 – 11:50 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 |
| 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. | |
| 11:50 – 12:00 PM | Rethinking Your Approach to Insurance |
| Mr. Prabal Lakhanpal, Vice President, Spring Consulting Group | |
| Ms. Karin Landry, CEBS, ACI, CLTC, Managing Partner, 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. | |
| 12:00 – 12:10 PM | Purpose, Impact and Unity: How St. Jude is Joining the Fight to Save Children all Over the World |
| Ms. Sue Harpole, Senior Fellow, Development and Engagement, ALSAC / St. Jude Children’s Research Hospital | |
| When the humanitarian entertainer Danny Thomas realized his dream of opening St. Jude Children’s Research Hospital in 1962, he rallied his family and people behind a great purpose, to save children with diseases then considered incurable no matter their race, creed or finances. This year, between 180,000 and 240,000 children around the world will be diagnosed with cancer. Join us for a conversation to learn how St. Jude is uniting people behind its global plan to meaningfully improve cancer research and treatment and help save the lives of countless children around the world. | |
| 12:10 – 12:20 PM | Family Offices Must Make Themselves Harder Targets |
| Mr. Kris Coleman, Founder & CEO, Red Five Security | |
| Most Family Offices don’t understand their total risk. Family Offices are inherently great targets, and are extremely vulnerable, especially with any services that are virtual. Adversaries expend resources to go after Family Offices and Family Offices have a responsibility to do whatever they can to proactively protect their family, their legacy, and their physical and financial wealth. | |
| 12:20 – 12:30 PM | Family Journey to Fulfil Passion for Medical Solutions that Make a Difference |
| Ms. Pazit Azulai, Partner & CFO, Katao Venture Partners | |
| Mr. Sharon Azulai, Managing Partner, Katao Venture Partners | |
| From Entrepreneurship Through a Family Office to a VC, Pazit and Sharon Azulai Describe How Their Passion For Medical Innovations Drove Them to Support Wellbeing And Create a Better World. | |
| 12:30 – 12:50 PM | How to be Smart with Money in Art |
| Ms. Barbara Guggenheim, Partner in Guggenheim, Asher Associates, one of America’s Best-Known Firms of Art Advisers | |
| In the past few years, with increased number of players all over the world, the art market and the way art trades hands has changed. Red chip has eclipsed Blue chip , guarantees have replaced reserves at auction and what about the future of NFTs? Deloitte & ArtTactic data shows that 85% of individuals with money managers know art should be part of their portfolio. So ‘How to go about it” and the pitfalls to look out for are what Barbara Guggenheim will speak about. | |
| 12:50 – 01:50 PM | Lunch |
| 01:50 – 02:20 PM | The Next Generation Panel |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Ms. Mitzi Perdue, Next Gen Sheraton Founding Family and Perdue Family Member | |
| Mr. Nicholas Logothetis, Executive Board Member, Libra Group | |
| Ms. Preetha Nooyi, Principal, US Business Development, Noetic Fund | |
| Mr. Jackson Shembekar, The Crypto Kyd | |
| Every new generation of a family office both inherits great responsibility and takes on new challenges. Join to learn how they work as a family, how they balance the health and mental health of their employees, and how they make opportunity from their businesses to gather like-minded peers and create public-private partnerships and events that help impact society. | |
| 02:20 – 02:50 PM | Panel: Beauty, Sports, Prison Reform and Social Impact through the Elevation of New Communities |
| Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator | |
| Ms. Hannah Bronfman, Angel Investor, Author, Health & Wellness Expert | |
| Mr. Najee Goode, Super Bowl Champion and Co- Founder, VEEPIO | |
| Ms. Christina Hollenback, CEO & Founder of Justice Capital, Founding Chair of NEXUS Global, Working Group toward Equal Justice | |
| A discussion focused on the impact and immense power of investing and innovating through the lens of social justice with Hannah Bronfman, Christina Hollenback, and Najee Goode, moderated by David Homan of Orchestrated Connecting. Innovation and impact go hand in hand, and the experts on this panel have led by building business and launching movements / legislation that address societal challenges while improving access and building community. | |
| 02:50 – 03:20 PM | The Marketing Panel: What’s Real and Not for the Future of Marketing |
| Mr. David Sable, Co-Founder / Partner, DoAble – Moderator | |
| Ms. Cindy Gallop, Founder & CEO, MakeLoveNotPorn | |
| Mr. Joe Zawadzki, Serial Founder & Investor | |
| 03:20 – 03:50 PM | Akshaya Patra’s Impact During Covid and Scalability |
| Ms. Poonam Kamdar, Assistant Vice President, Citigroup – Moderator | |
| Ms. Roopa Makhija, President, GEP | |
| Ms. Suruchi Ahuja, Managing Director, Tillman Global | |
| Ms. Sapna Saxena, Co-Founder, Neel Capital Management (NCM) | |
| Ms. Ankita Narula, Vice President Development East, Akshaya Patra Foundation USA | |
| Akshaya Patra is The World’s Largest Mid-Day Meal Program Serving Nutritious School Lunches to Over 1.8 Million Children Daily. Served 3.3 Billion Meals And Counting. During Covid, Akshaya Patra Has Served More Than 200 Million Covid Meals to The Migrant Workers, Frontline Workers, And Other Covid Beneficiaries. Scalability of The Cause by Using Technology in Kitchens Has Helped Reach The Masses. | |
The 2023 East Coast Family Office Conference Agenda – October 24th
| 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 |
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 |