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The 2021 East Coast Family Office Conference – May 12th


The 2022 East Coast Family Office Conference – April 27th

08:00 – 09:00 AMRegistration and Breakfast
09:00 – 09:10 AMOpening 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 AMThe 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 AMArtificial 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 AMCancer 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 AMTransforming 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 AMAI 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 AMIncreasing 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 AMDigital 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 AMCoffee Break
11:30 – 11:40 AMRejuvenation Medicine — a New Trend in Disease Prevention
Dr. José Navarro-BetancourtGeneral 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 AMA 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 PMRethinking 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 PMPurpose, 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 PMFamily 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 PMFamily 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 PMHow 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 PMLunch
01:50 – 02:20 PMThe 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 PMPanel: 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 PMThe 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 PMAkshaya 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 – March 29th

08:00 – 09:00 AMRegistration and Breakfast
09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Conference Moderator
09:10 – 09:30 AMFamily Office Dealmaker Panel
Mr. Daniel Eisemann, Senior Vice President, Fairfield-Maxwell Ltd
Ms. Brinda Yohannan, Managing Director, First Haven Capital
Mr. Brad Scholtz, Managing Director, Scott Capital Partners LLC
Ms. Marcia S. Nelson, Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory – Moderator
From Venture Capital to Private Equity deals, Family Offices are becoming more sophisticated and hiring industry professionals to help them source and manage direct and co-investments with an institutional flavor. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities.
THE TECHNOLOGY SESSION
09:30 – 09:40 AMTechnology and Life Science 
Ms. Chen Franco Yehuda, CFO, Pluri Inc.
Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. 
09:40 – 09:50 AMA Wholistic Approach to Lithium-ion Battery Safety
Dr. Brian Morin, Co-Founder & CEO, Soteria Battery Innovation Group
Many companies promote that they have a silver-bullet solution to lithium-ion battery safety. Others take a partial approach and struggle with safety issues such as spontaneous battery fires or ineffective protection against damage, abuse or manufacturing defects. Soteria has formed a consortium of over 125 companies that focus on a wholistic approach, which uses Soteria’s technology in conjunction with other safety strategies to provide maximum prevention of lithium-ion battery fires.
09:50 – 10:00 AMAutomating Cataract Surgery
Mr. Todd M. Pinkney, Chief Commercial Officer, Centricity Vision, Inc.
Equity investment opportunity in Centricity Vision, a commercial stage medical device company with a recurring revenue model, solid IP and no regulatory risk. The market is 10M cataract surgeries WW, 4M in the US and focused on premium outcomes paid for by the patient. Near term liquidity achievable through deep relationships with known strategic buyers.
10:00 – 10:10 AMLeveraging Technology Innovation and Impact Investing to Advance Core Values and Induce Change
Dr. Lisa Dolev, Founder & CEO, Qylur; Founder, CATS2 Foundation
10:10 – 10:20 AMDeveloping a Non Toxic Anti-Cancer and Anti-Inflammatory Drug
Dr. John Hall, Vice President Research & Development, Molecular International Research, Inc.
MIR’s patented cancer therapy removes the toxicities associated with conventional drugs (US No. 11083714). Potential investors are invited to learn about this landmark invention and to make an investment to fund the transition from patent to human clinical trials. The goal of this critical next step in drug development is an Investigational New Drug Application (IND) to the FDA.
10:20 – 10:30 AMThinking Beyond Chemotherapy to Treat Cancer: Discovering and Developing Naturally-Derived Drugs From Plants
Dr. Zeenia Kaul, CEO & Co-Founder, ReHeva Biosciences, Inc.
We are rooted in 15 years of cancer research and optimizing the ideal plant raw material through latest agriculture technologies. We are leveraging best in class software, hardware and smart monitoring systems to grow plants. Our lead drug candidate, RH324, is currently being investigated for advanced lung cancer in Phase 1 Clinical Trial at University Hospitals Cleveland, OH.
10:30 – 11:00 AMCoffee Break Sponsored by Innovating Capital
THE ART SESSION
11:00 – 11:20 AMThe Art Panel: Investing in Women Artists 
Ms. Hall Rockefeller, Founder & Director, Less Than Half
Mr. Joshua Pulman, Co-Founder, Silver Art Projects
Ms. Loreen Arbus, President, The Loreen Arbus Foundation, Disability Rights Advocate, Artist, Composer, Author, Producer, Writer, Professional Dancer and Choreographer
Ms. Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator
As the art world continues to be disrupted, women and marginalized communities are leading the way towards a more inclusive and diverse industry. This panel will explore their impact and discuss how they are transforming the art market, which is valued at over $64 billion worldwide.
11:20 – 11:40 AMThe Art Panel Continued
Mr. Russell A. Glotfelty, President & CEO, AXIOM
Mr. Marco Hussen, Partner, AXIOM
A comprehensive conversation focused on strategic planning, tools and skills using artworks of all types and price points to build assets. Also, the unique tax opportunities of art funds.
THE REAL ESTATE SESSION
11:40 – 11:50 AMThe Opportunities in Portuguese Real Estate 
Mr. Diogo G. Ferreira, Founding Member, Atlanticorp Fund
Atlanticorp is a closed real estate Portuguese fund, with a lifetime of 7 years and a expected total €105mm capital, investing in Portuguese prime locations luxury assets (hotels & residences), where subscribers with a minimum of €5mm ticket, should expect a 14% IRR, free of taxes.
11:50 – 12:00 PMInvesting in Rent to Own Homes
Mr. Chris Innes, CEO, Dream America LLC
Millions of renters that want to buy a home can’t currently qualify for a mortgage. To meet this need, Dream America launched a program in 2018 to help turn renters into owners in major metro areas of FL, GA and TX. Investors receive superior risk-adjusted returns through premium rents (9%+ cap) while enjoying lower leasing, vacancy and maintenance costs than a traditional SFR portfolio.
12:00 – 12:10 PMFinding Value in Value-Add Real Estate
Mr. Brant Brown, President & COO, Westmount Realty Capital LLC
Learn about real estate allocation as part of overall portfolio construction and the impact flow of funds chasing investment opportunities has in the broader market. Discover the advantages of investing in direct projects in commercial real estate alongside a time-tested firm that has consistently created value through multiple market cycles.
12:10 – 12:30 PMInvesting in Multifamily Real Estate in 2023
Ms. Christine DeFilippis, CIO, American Landmark Apartments
Ms. Taryn Crawford, Director of Capital Markets, American Landmark Apartments
Learn about the benefits of investing in multifamily real estate, with its demonstrated resiliency, and the continued drivers of rent growth as we enter 2023 – a year in which we are expected to face economic headwinds. Hear about the strong fundamentals of the U.S. Sunbelt markets where population in-migration and job growth continue. Get a glimpse of American Landmark’s time-tested investment strategy and differentiated approaching to creating value through renovations and improved management.  
12:30 – 12:40 PMRethinking Your Approach to Insurance
Mr. Prabal Lakhanpal, Vice President, Spring Consulting Group
This Presentation Will Focus on How Family Offices Can Change The Way They Look at Insurance Purchasing and Create Efficiencies for Every Facet of Insurance Buying. This Strategy Not Only Allows Organizations to Come Together but Completely Changes the Dynamic of Insurance Transactions in Favor of the Insureds.
12:40 – 01:15 PMFireside Chat: The Remarkable Life Story of the Woman who sold Alberto Culver to Unilever for almost $4 Billion 
Ms. Carol Lavin Bernick, Former Executive Chairman & CEO, Alberto Culver; CEO, Polished Nickel Capital Management SFO; President, The Lavin Family Foundation
Mr. Al Strikas, Managing Director – Investments, Merrill Lynch – Moderator
01:15 – 02:15 PMLunch
02:15 – 02:20 PMIntroduction to the Family Office Circle
Mr. David Homan, CEO, Orchestrated Connecting, LLC
02:20 – 02:30 PMA Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong
Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.
02:30 – 02:40 PMReading the DNA 1000 Times Faster
Dr. Bharath Takulapalli, Founder & CEO, INanoBio Inc.
A genomics revolution is currently underway, powered by DNA sequencing. DNA sequencers are the engines behind genetic testing offered by 23andMe, cancer precision medicine tests offered by Caris Life Sciences and Grail’s blood test for early cancer detection. With funding support from DARPA, INanoBio is developing a revolutionary semiconductor nanopore technology to sequence the DNA 1000X faster than the current state-of-the-art sequencers, at 1/10th the cost.
02:40 – 03:00 PMFireside Chat – Uncovering Madoff
Mr. Michael Ocrant, Senior Program Manager, Markets Group
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
Denny Chared, a former financial journalist, will interview Michael Ocrant, a former journalist who was the first to uncover Madoff and that after many careful articles by his peers, actually dared to finally question Madoff. When he first called Madoff mentioning to his PA he’d like to interview Mr. Madoff, Bernie called him right away and suggested they meet later that day. We will discuss all this and more.
03:00 – 03:30 PMPanel: Generations of Impact
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator
Ms. Alissandra Aronow, Next Gen; VP, the Lovelight Foundation; Boardmember, The Fisher Group
Ms. Lana Fern, Director of Global Community Strategy, NEXUS
Ms. Kate Horin, Head of Fund Operations, CityRock Venture Partners
Ms. Natty Nashman, Managing Partner, Ventures INCAPITAL
A discussion from four female wealth holders on how they approach their investments, philanthropy and work to uphold their family values, from the perspective of two generations.  Whether from the exit of a company or multi-generational family businesses, we will focus on the balance taken to engage one’s family and also maintain one’s independent activities without the context of each family office.
03:30 – 04:00 PMPanel: The Future of Marketing
Ms. Cindy Gallop, Founder & CEO, MakeLoveNotPorn – Moderator
Ms. Shannon Washington, US Chief Creative Officer, R/GA; Consulting Executive Creative Director, McBride Sisters Wine Company; Founder & Head Traveler, Parlour Travel
Ms. Bianca Guimaraes, Partner & Executive Creative Director, Mischief
You’ve seen everybody talking about AI. You created a bunch of new avatars with Lensa; you made art with Midjourney; you’ve having fun with ChatGPT. But what does all this mean for the future of marketing and advertising – creative industries that have historically relied on the creativity of humans? Advertising veteran Cindy Gallop, Founder & CEO of MakeLoveNotPorn, leads a discussion with Shannon Washington, Chief Creative Officer R/GA US and Bianca Guimaraes, Partner and Executive Creative director, Mischief USA, that will be lively, informative and thought-provoking.
04:00 – 05:00 PMCocktail Reception

The 2022 East Coast Family Office Conference – November 3rd

 

08:00 – 09:00 AMRegistration and Breakfast
09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Ms. Marcia S. Nelson, Co-Founder, Triple C Advisory – Conference Moderator
THE TECHNOLOGY SESSION
09:10 – 09:40 AMPanel: Family Offices and Tech Investments
Mr. David Teten, Founder, Versatile Venture Capital – Moderator
Ms. Julia Huang, General Partner & Co-Founder, Company Capital
Mr. Seth Masters, Angel Investor, Advisor & Mentor for Early Stage Companies, Vice Chair of New York Angels
Ms. Sherry P. Witter, Managing Partner, Co-Founder & CIO, The Witter Family Office
Mr. Alan Cheng, Chief Investment Officer, Family Office
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. 
09:40 – 09:50 AMNavigating the New Normal
Mr. Joe Dwyer, Founding Partner, Manifold Group
Economic, social, and technological (r)evolutions are upending well established industries and business models. What are the implications? How must we adapt? Joe Dwyer, cofounder of Manifold Group and Kellogg professor explores these issues and proposes a model for success in the new economy.
09:50 – 10:10 AMHuman 2.0: The Commercial and Practical Implications of Modern Neuroscience
Dr. David Bach, MD & CEO, Optios
The ways in which modern neuroscience allows us to upgrade the human brain are staggering. Powered by these scientific breakthroughs, a massive new industry is rapidly emerging: “NeuroPerformance.” During this highly interactive presentation, Dr. David Bach, a Harvard-trained neuroscientist and highly accomplished serial entrepreneur will provide an overview of the evolving NeuroPerformance landscape, addressing: the core scientific breakthroughs that underpin the neuroscience revolution; where the industry is headed; and emerging investment opportunities.
10:10 – 10:30 AMArt Investing. THE alternative portfolio asset.
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.
10:30 – 11:00 AMCoffee Break
11:00 – 11:20 AMFireside Chat: Under The Radar – A Discussion with F-16 Pilot, Kobi Regev and “The Squardon”
Col. (Res) Kobi Regev, Founder & CEO, The Squadron
Mr. David Sable, Co-Founder & Partner, DoAble
Hear Colonel Kobi Regev of the IAF, share his deep insights on the New Middle East…describe the mission of the Squadron “The World’s Most Elevated Management Training” and tell all about the journey from idea to world changing business.
THE FINANCE SESSION
11:20 – 11:30 AMInvest Bev & The Brian Rosen Story
Mr. Brian Rosen, General Partner, Growth Beverage, InvestBev Family of Funds
The story of the Nation’s Number 1 seller of adult beverages for over 30 years and how this non correlated asset class is where money is moving for secure returns.
11:30 – 11:40 AMNowhere to Hide – Are Stocks and Bonds Enough for High-Net-Worth Investors
Mr. William Marr, Senior Managing Director, Wealth Management Group, Welton Investment Partners LLC
Shifts in globalization, trade, geo-politics, and security have led to inflation levels we have not experienced in decades. As a result, the tried-and-true 60/40 base portfolio of many investors is under assault. In this session we will explore whether this is likely to continue and introduce diversifying investment opportunities to complement a portfolio of equities and bonds.
11:40 – 11:50 AMInvesting For a Legacy of Change
Mr. Andrew Rodriguez, Co-CEO & Chief Investment Officer, Change Finance
All investments have impact, today and on the future. For many, those impacts are negative, worsening humanity’s chances, driving biodiversity loss, and endangering the climate that supports us all. As families consider the impacts of their investments, asset managers like Change Finance are innovating in ESG, advocacy, and carbon neutrality to help create a legacy where all of life can thrive, for generations to come.
11:50 – 12:00 PMA Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong
Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.
12:00 – 12:10 PMOutperforming the Commercial Real Estate Marketplace in a High-Interest Rate Economy
Mr. Scott Dahin, CEO, Tricore Storage Funds
Commercial Real Estate: Self Storage – Choosing the Right Properties, Right Locations, Right Time. In a diversified real estate portfolio – why Self Storage makes sense in an interest rate sensitive environment and outperforms “all” other real estate classes annually for the last 25 years (according to NaReit Research).
12:10 – 12:30 PMPanel: Navigating Multi-Generational Family Businesses and Philanthropy
Ms. Marcia S. Nelson, Co-Founder, Triple C Advisory – Moderator
Dr. Kelly Mohs Gage, Carlson FO and Foundation, Director of Advancement, Nomi Network
Ms. Emma Gage, Carlson FO, Founder, MELKE Sustainable Fashion
Kelly Gage, a founding board member of the Carlson Family Foundation and her daughter, Emma Gage, founder of MELKE sustainable fashion, will discuss how the Carlson family of Minnesota navigates multi-generational members in the family business, including Radisson Hotels and TGI Fridays, and the family’s philanthropic foundation and endeavors.
12:30 – 12:50 PMUkraine, Taiwan, and Critical Infrastructure:  How Family Offices, Investors, and C-Suite Executives Ought to Think about Cyber Collateral Damage and Destructive Cyber Attacks
Mr. Jamil N. Jaffer, Founder & Executive Director, National Security Institute, George Mason University Law School
In light of the recent Russian invasion of Ukraine and the potential threat of a Chinese invasion of Taiwan in the not-so-distant future, family offices, investors, and C-suite executives must increasingly consider the potential risk posed by cyber attacks that are either designed to create destructive effects or which may result in collateral damage to their organizations or investments, even where they are not the intended target. This session will look at the lessons of cyber attacks like Colonial Pipeline, JBS, NotPetya, Sony Pictures, and Las Vegas Sands, as well as recent trends in geopolitics and cyber operations to help senior leaders think about and plan for threats to their operational and business infrastructure. The session will provide tools and frameworks for the assessment of cyber geopolitical risk in private sector boardrooms and executive offices.
12:50 – 01:50 PMLunch
01:50 – 01:55 PMIntroduction to the Family Office Circle
Mr. David Homan, CEO, Orchestrated Connecting, LLC
01:55 – 02:15 PMPanel: Investing in Women and Diverse Founders Can Generate Returns
Ms. Lorine Pendleton, VC Manager, Tiger 21 Chair – Moderator
Ms. Barbara Clarke, Founder & Board Chair, The Impact Seat Foundation
Ms. Patrice King Brickman, Founder & Managing Director, Inspire Capital LLC
Traditional VCs and investors have overlooked women and diverse-led companies. Yet endless studies have shown these companies have high-performing entrepreneurs who generate returns. These investors will share their experience investing in women and diverse-led companies for returns and impact.
02:15 – 02:35 PMTrammell S. Crow: Catalyzing Positive Environmental Impact Through a Holistic Approach of Business, Investments, Philanthropy, Policy, and Civic Engagement
Mr. Trammell S. Crow, Next Generation, Founder & Chairman of the Board, EarthX
Mr. Vikram Agrawal, Managing Director, Office of Trammell S. Crow
Trammell S. Crow is a Texan Businessman And Environmentalist Who Believes Texas Can And Must Lead America in Driving Positive Environmental Impact. Trammell Will Discuss The Need to Tackle These Challenges by Leveraging a Holistic Approach Including Business, Investments, Philanthropy, Policy, And Civic Engagement. Trammell Will Discuss How He Looks to Catalyze Impact by Convening People From Around The World Through The International Non-Profit EarthX Based in Dallas and His Decision to Back and Co-found the Sustainability and Resilience-Focused Private Equity Firm American Resilience Partners To Demonstrate How Capital and Business Can Sustainably Lead the World in Environmental Stewardship.
02:35 – 03:05 PMFuture of Media and Entertainment with Web3 and Metaverse
Ms. Falon Fatemi, CEO, Fireside Chat
Fireside is the first interactive Web3 streaming platform for the best professional creators and brands to accelerate building their own studio, network, and streaming platforms of the future. Utilizing proprietary technology within Fireside’s web 3 virtual production studio, creators can produce and distribute live video and audio programs that enable them to connect in real-time with their audience and feel the ‘heat’. The business model allows creators to own their audience, control their content, and get access to viewer analytics that help them predict successful shows/IP.
03:05 – 03:10 PMVersatile VC: Backing Companies which help Investors Generate Alpha and Succeed
Mr. David Teten, Founder, Versatile Venture Capital
David Teten will briefly introduce his new firm. David was previously Managing Partner, HOF Capital (>$1.2b AUM); Partner, ff Venture Capital (now >$300m AUM); and Founder, Harvard Business School Alumni Angels of NY, the East Coast’s biggest angel network (>350 members). He manages PEVCtech.com, a community for family offices, PE/VC funds, and other investors in private companies using tech and analytics to generate alpha.
03:10 – 03:30 PMKeeping Family Legacies Alive
Mr. Pierre S. duPont, Partner, Cerity Partners
Pierre will provide histories of the two family-businesses into which he was born, and he will discuss some of the approaches his ancestors used to create family legacies. He will outline a few steps that determined individuals may use to build communications and a strong heritage within their own families, and ultimately to generate legacies that can last fifty to a hundred years or more.
03:30 – 03:50 PMUS and Canada at a Crossroad: Solutions or Peril Facing Their Fresh Water Crisis?
Mr. François de Gaspé Beaubien, Next Gen; Chairman, AquaAction
What are the key impacts to you, your loved ones and your businesses. Best part: what you can do now.
03:50 – 04:10 PMFireside Chat: Arts – A Discussion with Photorealism Artist Yigal Ozeri
Mr. Yigal Ozeri, Artist
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
An intimate discussion with world renowned photo realistic artist Yigal Ozeri; join us as we discuss art, life, and inspiration. New York City based Israeli artist Yigal Ozeri is best known for his large-scale cinematic portraits of distinctive young women in rich prodigious landscapes. With tinges of Pre-Raphaelite aesthetics, Ozeri brings an ethereal and uninhibited sensibility to his paintings. His portraits denote art historical foundations in romanticism, while also offering contemporary notions of sensual femininity.

The 2021 East Coast Family Office Conference – October 27th

 

08:30 – 09:20 AMRegistration and Breakfast
09:20 – 09:30 AMOpening Remarks
Mr. Tal Kerret, President, Silverstein Properties, Inc.
Mr. David Teten, Founder, Versatile Venture Capital – Conference Moderator
09:30 – 10:10 AMThe Institutional Family Office Panel 
Ms. Marcia Nelson, Founding Partner, Triple C Advisory & Board Advisor, Intuitive Funding (SFO) – Moderator
Ms. Grace M Lovret, Managing Member and CIO of Franger LLC, A Family Office
Mr. Andrew Braithwaite, Managing Director, Direct Events, Cynosure Group (Eccles family office)
In the last few years more family offices have hired in-house professionals to manage their alternative investments in Venture Capital and Private Equity. Join us for a lively panel discussion on how family offices are sourcing direct investments, how they compete with institutional investors, and what opportunities they see on the horizon.
10:10 – 10:20 AMRethinking Your Approach to Insurance
Mr. Prabal Lakhanpal, MBA, ACI, Vice President, Spring Consulting Group, LLP
Mr. Peter Johnson, FCAS, MAAA, Chief Property & Casualty Actuary, Spring Consulting Group, LLC
This presentation will focus on how family offices can change the way they view 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
 10:20 – 10:40 AMReversing the Biology of Aging 
Prof. Shai Efrati, MD, Director, Sagol Center for Hyperbaric Medicine and Research & Head Aviv’s Medical Advisory Board
Dr. Efrati will introduce a new approach on Reversing the Biology of Aging. The presentation will include updated research on the physiology of aging and discuss how cognitive and physical performance can be enhanced using new Hyperbaric Oxygen Therapy (HBOT) protocols that are now available at Aviv Clinics in central Florida.
10:40 – 11:00 AMCryptocurrency Investments: Simple and Accessible 
Mr. Robert Valdes-Rodriguez, Global Head of Sales, Abra
This presentation will introduce cryptocurrency investments. It will cover the global macro environment that led to the rise of bitcoin and how the cryptocurrency ecosystem is evolving. Family offices and institutional investors can now safely buy/sell, earn yield and borrow against their cryptocurrency holdings.
11:00 – 11:30 AMCoffee Break
11:30 – 11:50 AMA Fireside Chat
Ms. Dottie Herman, Vice Chair, Douglas Elliman Real Estate
Ms. Wendy Diamond, Founder/CEO LDP Ventures & Women’s Entrepreneurship Day Organization (WEDO)
11:50 – 12:00 PMThe Role of US Farmland in a Robust Investment Portfolio 
Mr. David Muth, Managing Partner, Alternative Equity Advisors
U.S. farmland is critical in supplying some of the world’s basic food commodities and has historically provided less volatile and higher returns than other asset classes, and acts as an inflation hedge. With ever increasing global food demand and consumer trends demanding healthier, more transparent and more sustainable food production, there are compelling opportunities to invest in U.S. farmland. 
12:00 – 12:10 PMHow a Mission-Based Bank at the Intersection of Fintech & Banking Plans to Help Small Business, Lift People Up & Transform Lives in the Aftermath of COVID
Ms. Elaine Szeto, Chief Innovation Officer & Co-Founder, Integro Bancorp, Inc.
COVID had a devastating affect on small business. At Integro Bank, our Mission is to help small businesses grow and maximize employment because employment lifts people up and transform lives. By combining the best of Fintech and Banking, our innovative and proprietary Integro-360 combined with our CEO Club is exactly what small businesses need to grow and thrive in the aftermath of COVID.
12:10 – 12:20 PMManiv Mobility and the Future of the Transportation Sector
Mr. Michael Granoff, Founder & Managing Partner, Maniv Mobility
12:20 – 12:30 PMLeveraging Public Initiatives to Create Real Estate Value – The Atlanta Beltline
Mr. Mothusi Phometsi, CEO, Stategic Projects Holdings LLC

Ms. Muna Phometsi, President, Strategic Projects holdings LLC

12:30 – 01:00 PMNext-Generation Impact: Empowering Communities and Investors Towards Social Action
Mr. Milton Speid, Community Manager, The ImPact  – Moderator
Ms. Olivia Dell,  Partner, NOVA Impact & Analyst, Falkon Ventures
Ms. Justine Lucas, Executive Director, Clara Lionel Foundation
Mr. Shiraz Omar, Next Gen, Country Head USA for Brandix
Impact has moved from deals or reallocating one’s resources into activist groups leading by example. Join Milton Speid as he dives into three perspectives as to true impact, from how a company like Brandix leads by example with green infrastructure, or a young visionary like Olivia Dell brings community into impact, or how Justine Lucas leads the Clara Lionel Foundation by example of tackling issues head on with her boss, Rihanna.
01:00 – 02:00 PMLunch
02:00 – 02:20 PMYour Total Capital Footprint: The Journey to 100% Impact – Fireside Chat
Ms. Valerie Rockefeller, Co-Chairs, BankFWD
Mr. Peter Bruce-Clark, Partner, Social Impact Capital
You can’t think about your philanthropy/impact without thinking about all your capital in both philanthropic and commercial buckets: all your capital allocation has impact
02:20 – 02:50 PMImpact Philanthropy: Leveraging the Power of Capital to Change Lives and Build a More Sustainable Future
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Moderator
Mr. Doug Lessing, Founder, Phin®
Ms. Chelsea Toler, Founding Partner, NOVA Impact; Global Deputy Lead, UN SDSN Youth; President, Private Family Foundation
Mr. Sid Efromovich, Co-Founder & Pledger, Generation Pledge
Philanthropy is an act and a state of mind when approached properly. Join David Homan as he uncovers how philanthropic collectives can scale with Chelsea Toler-Hoffman, how young generations can lead by a pledge for immediate impact with Sid Efromovich, and how philanthropy tech can change community engagement with Doug Lessing.
02:50 – 03:10 PMA NextGen Perspective on ESG and DEI: Beyond Greenwashing, Pinkwashing, and Brownwashing – Fireside Chat
Mr. Zac Russell, Co-Founder, The Clementine Fund & Next-Gen, the Russell Index
Mr. Barry Johnson, Chairman & Founder, Bedowin360 Capital
G3 Russell family member Zac Russell engages in a candid conversation with family office advisor Barry Johnson to examine the business cases and national interests associated with measurable, accountable ESG and DEI practices.
 03:30 – 04:30 PMCocktail Reception sponsored by Abra

The 2020 East Coast Family Office Conference

 

03:00 – 04:00 PMRegistration
04:00 – 04:20 PMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Welcoming Remarks: Mr. Dino Fusco, Chief Operating Officer, Silverstein Properties, Inc.
Moderator & Opening Remarks: Mr. John Messervey, CEO, National Family Business Council ; Family Business/Wealth Advisor
04:20 – 04:50 PMKeynote SpeakerA Fireside Chat
Mr. David Sable, EX Global, Chairman Y&R, Author, Entrepreneur, Social Activist and Ms. Wendy Craft, Chief of Staff, Fulcrum Equities, LLC
04:50 – 05:10 PMAmerican Mailbox Money: Oil & Gas Royalties 
Mr. Chris Bentley, Founder, President & CEO, Bellatorum Resources
05:10 – 05:20 PMInnovation in e-Commerce and Logistics Real Estate in NYC
Mr. Matthew A. Dicker, Partner & CFO, Wildflower Ltd
05:20 – 05:30 PMSenior-Secured Loans with Equity-Like Returns: Private Debt in the U.S. Cannabis Sector
Mr. Andreas Bodmeier, Co-Founder, Chicago Atlantic Group, LLC
05:30 – 05:40 PMBitcoin: Much More than a Currency
Mr. Zachary Resnick, Managing Partner, Unbounded Capital
 05:40 – 06:00 PMImproving Breast Cancer Outcomes with Disruptive Medical Technology and AI
 Mr. Jeremy Sobotta, President & CFO and Ms. Suzanne Foster, M.Ed, MPH, DirectorPerimeter Medical Imaging, Inc.
06:00 – 06:30 PMCoffee Break Sponsored by Perimeter Medical Imaging, Inc.
06:30 – 07:00 PMPanel: NextGen Entrepreneurs
What makes a successful entrepreneur? How can children who grow up in wealthy families carve out their own paths? Join us for this lively panel of NextGen Entrepreneurs and hear how they’ve created their own roadmap for success.
Moderator: Ms. Marcia Nelson, Founding Partner, Triple C Advisory
With: Ms. Joanne Lu, Founder, Empira Global; Mr. Nate Checketts, Co-Founder & CEO, Rhone, Serial Entrepreneur; Mr. Rodrigo Braga, Director, Braga Investment & Advisory
07:00-07:10 PMInnovation in the Time of Covid
Mr. Charlie Federman, Partner, Silvertech Ventures
07:10 – 07:30 PMRethinking Venture: Digital Transformation and Digital Trust
Mr. Nadav Zafrir, Founding Partner, Team8
07:30 – 08:00 PMFireside Chawith Visionary Thought Leaders on One of the Most Important Issues of Our time, Climate Change
The lesser known climate change Black Swan – could global warming trigger an ice age? What could be some of the survival, health and economic issues? The Fourth Industrial Revolution may have the answers.
Moderator: Mr. Jonathan Conrad, Founder & CEO, AdmieMobile LLC, entrepreneur, inventor and Explorers Club Medalist
With: Mr. David Gallo, PhD,  an American Oceanographer and Deep-Sea Explorer; Mr. Alexander More, PhD, Harvard Climate Change Institute – LIU, Award-Winning Climate and Health Scientist, Economist and Explorer
08:00 – 08:30 PMCocktail  Ending

The 2019 East Coast Family Office Conference

 

08:00 – 09:00 AMRegistration & Breakfast Sponsored by Synoia Technologies LTD 
09:00 – 09:10 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Moderator: Mr. Dale Jackson, Financial Markets Research, WABC Radio NYC
The Technology Session
09:10 – 09:40 AMPanel: Women in Technology – Disrupting the  World  
Moderator: Ms. Wendy Diamond, Founder, CEO LDP Ventures & Women’s Entrepreneurship Day Organization (WEDO), ChooseWOMEN
With: Ms. Heidi Messer, Co Founder and Chairperson of Collective[i], Co Founder LinkShare Corporation; Ms. Lauren Weininger, Co-Founder, President, Safe Health APP; Ms. Mei Xu, Founder & CEO, Mei Xu & Co. LLC
09:40 – 10:10 AMWhat Makes an Early Stage Fund Great Mr. Dov Moran, Serial Entrepreneur & Inventor of the USB portable flash drive; Founder, M-Systems and Managing Partner, Grove Ventures
 10:10 – 10:30 AMThe Future of Family Office Technolog–  Mr. Dean Nelson, Principal-in-Charge of Technology and Digital Services, Marks Paneth LLP.
Description: Forward-looking strategic insight only comes with a complete understanding of your entire financial position. For this reason, it is more important than ever for family offices to consider the growing demand for accessibility, scalability and reliability and leverage the right technology to suit their unique needs. Dean Nelson, Principal-in-Charge of Technology & Digital Services at Marks Paneth, will discuss how an integrated technology platform can bring together key family office functions while streamlining efficiency, enhancing communication and contributing to the long-term success of the family office.
 10:30 – 10:50 AMPreserving Wealth with Energy – Mr. Robert D. Burr, President, Panex
10:50 – 11:00 AMBeauty in a Capsule – Innovative Beauty Tech For Home Use – Mr. Ofer Leizerovich, Co-CEO, Synoia Technologies LTD
11:00 – 11:30 AMCoffee Break
11:30 – 11:40 AMMyths & Reality of Successful Tech Investing Mr. Richard Kramer, Founder, Arete Research
11:40 – 11:50 AMLongPoint Minerals – Unearthing Value – Mr. Will Cullen – Vice President, LongPoint Minerals & Business Development
11:50 – 12:00 PMLeading a New Era in Stroke Treatment – Mr. Danny Farin, CEO, Perflow Medical
12:00 – 12:20  PMInvestment Incentives in America’s Business Paradise – U.S. Virgin Islands
Mr. Kamal l. Latham, CEO, U.S. Virgin Islands Economic Development Authority
12:20 – 12:30 PMSilverTech Growth fund – Mr. Tal Kerret, President, Silverstein Properties Inc.
12:30 – 01:00 PMKeynote Speaker Mr. Daniel Saul Goldin, The 9th and longest-tenured Administrator of NASA, Founder, Cold Canyon AI Introduced by  Mr. Jonathan Conrad, Chairman, CEO, Founder, AdmieMobile LLC
01:00 – 02:00 PMLunch
02:00 – 02:30 PMShaping Culture – How Storytelling and Philanthropy Influences, Moves and Changes Behavior Panel
Moderator: Ms. Denielle Sachs, Managing Director, Tembo Group
With: Mr. Paul Dalio, Writer, Director, Composer; Ms. Sabrina Hahn, Director, Pace Gallery, Partner, Asia Alpha; Ms. Heidi Bianca Roddenberry, President, Roddenberry Foundation 
Description: In an era of rapidly declining natural resources and surmounting inequities, we are seeing a new clash of civilizations. One where technology is exacerbating our divisions, but also establishing powerful connections for movement building. Philanthropists and social change leaders have been studying, experimenting and harnessing these channels for good — finding ways to engage humans in shaping a better and more equitable destiny. In this eye-opening session, you will hear stories from artists, creators and philanthropists who are using their unique lenses to influence human behavior. You’ll learn about current trends and potential hazards, but also pragmatic approaches to using storytelling for good.
Next Generation and Philanthropy Session
02:30 – 03:00 PMDeveloping Leadership in the Family Enterprise: The Magical Convergence of Tradition & Innovation Panel
Moderators: Ms. Tal Yahav, Partner, Dorot Family Business Consulting, Ltd
With: Ms. Galia Hazan, Co-Manager, Tiroche Auction House;  Adv. Michal Alshech Ben Dan, CEO, Ben Eli Alshech Import & Marketing Ltd.; Ms. Leetal S. Ilan, Esq, Principal in Charge, Rolan Group; Dr. Tamar Milo, Founding Partner, Dorot Family Business Consulting, Ltd.
Description: The speakers are a part of a peer group that is comprised of next-gen champions from various family-owned businesses and were founded by Dorot (an Israeli Family-Business Consulting Company), some six years ago.  The forum has evolved into a way of life for the participants; a place for developing personal strengths and resilience, for learning ways to cope with complexities and plan strategies for combining legacy and innovation within one’s own family enterprise.Three participants from existing peer forums, each representing a different family enterprise, will share some of the life-changing insights, gained from the experience.  They will tell about the power of the peer group, its impact on their personal development, and the contribution of the practical tools they have acquired to their every-day challenges in the business and in the family.
03:00 – 03:20 PMHow to Make Your Family Business Thrive across the Generations Ms. Mitzi Perdue, 2nd Gen, The Sheraton Family and Perdue Chicken, Business Woman, Author, Professional Public Speaker
03:20 – 03:40 PMCoffee Break- Special Performance with Ms. Wendy Federman, nine e-time Tony Award winning theatre and film producer with Mr. Jelani Remy, one of the STARS of my musical ‘AIN’T TOO PROUD: THE TEMPTATIONS MUSICAL
03:40 –  04:10 PMNext Generation Entrepreneurs Panel
Moderator: Ms. Marcia Nelson, Managing Director, Alberleen Family Office Solutions
With: Ms. Sara Rabi, CPA, TEP, Partner, Marks Paneth LLP; Mr. Jake Greenblatt, Founding Partner and Portfolio Manager, Montague Street Capital Partners LLC; Ms. Joanne Lu, Principle, Empira Global; Mr. Adiraj Gupta, CEO, Crypto Launchpad.
Description: We often hear the curse of wealthy families, “Shirtsleeves to shirtsleeves in three generations”—the first generation builds wealth, the second expands it, and the third generation spends it and has to start all over again—but that doesn’t have to be the case. Hear from a panel of NextGen family office members who represent a new paradigm of multi-generational family members that are starting their own businesses and building their own wealth for future generations. They will share their insights about being entrepreneurial and setting up their own businesses that are separate from their extended family and what it takes to forge their own paths
04:10 – 04:40 PMThe Continuum of Capital in Impact Investing Panel
Moderator: Ms. Alli McCartney, Managing Director, UBS, CNBC Contributor

With: Mr. Ian Gazard, Impact investor; Ms. An Wang, Food & Agriculture, Venture Investing, Impact Investing; Mr. Steven Lee, Private Impact Investor/Adviser, New England International Donors, Mercy Corps Ventures; Mr. Alberto Gomez-Obregon, Director of Portfolio, Acumen;

Description: Impact investing has established itself as a mainstream feature of the global financial markets, as investors look to a sustainable future in which financial returns can no longer disconnect from social and environmental impact. The panel will share an overview of the broad impact investment capital continuum and their personal strategies, motivations, and successes in investing across multiple sectors and geographies. The panel will also debate whether there is a trade off between financial returns and impact. This session will be of interest to anyone thinking about the future of financial markets.
04:40 – 05:10 PMDiversity and Inclusion Panel
Moderator: Mr. Michael Rosenblatt, Family Expert, Adviser, Human Capital
With: Ms. Y. Michele Kang, Founder, Chief Executive Officer, Cognosante; Ms. Tammy Sheffer, Chief People Officer, Rent The Runway; Ms. Orly Lynn, Founder & CEO, Diversity Unfiltered
Description: Diversity and inclusion is a company’s mission, strategies and practices to support a diverse workplace. The benefits of diversity include higher revenue, more effective decision making, more innovation, a higher acceptance rate of offers from prospective employees and better performance than your competitors. Our panel will discuss how to foster a company culture where every voice is welcome, heard and respected. They will discuss how to implement diversity and inclusion in the workplace and how to improve your current policies

 

The 2018 East Coast Family Office Conference

 

08:00-09:00amRegistration & Refreshments
09:00-09:10amOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Moderator: Mr. Dale Jackson, Financial Markets Research, WABC Radio NYC
09:10-09:30amThink Bigger: Entrepreneurs and their Families  – Mr. Michael Sonnenfeldt, Founder & President, TIGER 21
The Technology Session
09:30-10:10amThe Artificial Intelligence Panel
Moderator: Mr. Mark D. Minevich, Advisor & Digital Fellow to CEO, IPsoft, Sr Fellow of US Council on Competitiveness
With: Mr. Chetan Dube, President & CEO, IPsoft, Mr. Michael O’Rourke, Senior Vice President, Machine Intelligence & Data Services, Nasdaq, Mr. Irakli Beridze, Head of the United Nations Center for Artificial Intelligence and Robotics (UNICRI), Mr. Gideon Mann, Head of Data Science, Bloomberg L.P., Mr. Mike Tamir, Head of Data Science, Uber ATG, Mr. Hussein Mehanna, Director, Google AI/MI
This panel will together with leading global experts explore some of the most critical issues facing AI, such as: how has technology changed the way people are hired and the future of work with intelligent machines converging with humans, how do we measure ROI in AI, discussion about benefits, risks of AI, use case examples – how traditional companies and family holdings make the best use of current technologies to solve complex problems and how do investors make money with AI, the role of humans in relation to AI is, how do we use AI for social impact, and what the exciting game changing breakthroughs on the immediate horizon are.
10:10-10:25amEvolution, not Revolution: Saga and the Future of Cryptocurrencies – Mr. Ido Sadeh Man, Founder & Foundation Council President, Saga Foundation
10:25-10:45amFederal Opportunity Zones – New Tax Incentives – Ms. Marla Miller, National Tax Office Managing Director, BDO
10:45-11:00amCOPIA Agro and Food Technologies Fund – Impact Investments for a Sustainable Future – Mr. Ohad Zuckerman, Managing Partner, COPIA Ag & Food Technologies Ltd.
11:00-11:10amInvesting in Innovation in Healthcare – Ms. Lisa Wheatley, Partner, Senior Research Analyst and Portfolio Manager, Nicholas Investment Partners
11:10-11:40amBreak
11:40-12:00pmFireside Chat with Mr. Mark Sotir, Co-President, EGI and Ms. Wendy Craft, Chief Operating Officer, Favara
A Look Behind the Curtain at Sam Zell’s Investment Firm – Mr. Mark Sotir will provide Insights into how Sam Zell’s Private Investment Firm looks at Opportunistic Investing and makes the most of its access to Private Principal Capital. Sotir will also cover how EGI applies Zell’s fundamental principles in identifying, pursuing and managing investments.
The Real Estate Session
12:00-12:10pmPort Tel Aviv. A New & Revolutionary Luxury Residence and Hotel – A New Standard of Luxury Lifestyle in Tel Aviv – Ms. Lee Ziv, VP Sales & Marketing, Port Tel Aviv Residence, Hagag Group
12:10-12:30pmThe Evolution of Real Estate Family Offices Panel
Moderator: Mr. David Teten, Managing Partner, HOF Capital
With: Mr. Julien Haccoun, Managing Member, Steinmauer Family, Mr. Eli Verschleiser, Chairman & CEO, The Multi Group of Companies
This panel will discuss the history of the panelists’ family offices; structure; current allocation; new initiatives; use of technology; and role of the next generation family members. The model which helped families achieve wealth is likely not the right model for the next decades, or for the next generation.
12:30-01:00pmNext Generation Wealth with a Focus on Social Impact
Moderator: Mr. David Homan, CEO, Orchestrated Connecting and Executive Director, AICFWith: Ms. Grace Kim, Founder & Managing Partner, GeoStrat Ventures, Ms. Malia Fisher, Founder & President, Defiant, Mr. Justin Kamine, Cofounder, KDC Ag and Partner, Kamine Development Corporation, Mr. Xander Schultz, Venture, Impact Investing & Philanthropy, Galaxy Investment Partners
The immense transfer of wealth to the next-generation will be create a monumental shift in impact investing and social philanthropy. Four next-generation leaders who are part of the Nexus Global Community will discuss their work in impact, their motivation to act now to create social change, and how more family offices and businesses can become part of the solution.
01:00-02:00pmLunch
02:00-02:20pmDisruption and Passion for a Change – Mr. Uri Levine, Serial Entrepreneur, and Co-Founder, Waze
The Financial Session
 02:20-02:40pmThe First Generation Single Family Offices Panel
Moderator: Ms. Marcia Nelson, Managing Director, Alberleen Family Office Solutions
With: Mr. Seung Bak, Founder, Luvie Holdings, Mr. Oleg Uritsky, CEO, Helge Capital
Serials Entrepreneurs turned family offices – what’s next for the first generation wealth creators? Join us for this panel of entrepreneurs who sold their companies and started their own family offices. They will discuss what drives them, and what they’re passionate about, as well as what types of investments they’re interested in. Most importantly, what’s next for these wealth creators?
02:40-03:00pmThe Fourth Industrial Revolution’s Impact on Cybersecurity: Opportunity and Disruption – Panel
Moderator: Mr. Jonathan M.Conrad, Chairman, CEO & Founder, AdmieMobile LLC
With: Mr. Jonathan Granoff, President, Global Security Institute, Mr. William F. Pelgrin, Co-Founder & CEO, CyberWA, Inc.
This panel will discuss some history to understand the future opportunity and disruption, privacy and property rights impacted, as well as core issues of the fourth industrial revelutional on national and global security.
03:00-03:20pmBreak
03:20-03:40pmManaging Alternative Investments in a Rising Interest Rate Environment – Mr. Anthony Scaramucci, Founder, SkyBridge Capital
03:40-04:00pmWATERGATE and Other Movies: The Financing and Control of Independent Films – Mr. Charles Ferguson, Founder & President, Representational Pictures
04:30-06:00pmA Cocktail Reception hosted by BDO at the Union League Club

The 2017 East Coast Family Office Conference

October 24th, 2017 Agenda
08:00-09:00 AMRegistration and Refreshments
09:00-09:10 AMOpening Remarks 
Conference Chair: Mr. Jason Cain, Private Client Services, BDO USA LLP and Mr. Denny Chared, CEO, DC Finance
The Investment Session
 09:10-09:25 AMWhere to Invest? Insights from Mr. Ben DuPont, Managing Director, Chartline Capital Partners
A Glimpse Into the World of Medical Cannabis
09:25-09:45 AMThe Medical Cannabis Panel – Demystifying transformation and innovation in the cannabis sector
Moderator: Ms. Jeanne Sullivan, Chief Inspiration Officer, Sullivan Adventures LLC
With: Dr. Debra Kimless, Medical Advisor, ForwardGro, Mr. Alain Bankier, Member, New York Angels
09:45-10:05 AMVenturing into Medical Cannabis Startups: The Art of Investing in Cannabis Startups, Mr. Carter Laren, Co-Founder, Gateway
10:05-10:15 AMNectar: A True Cannabis Success; Explosive Growth Yesterday, Today and into the Future, Ms. Devra Karlebach, COO, Nectar Holdings, Inc.
10:15-10:25 AMInvesting For Income, Mr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Capital Partners
A Perspective on Real Estate Investments for 2018
10:25-10:40 AMReal Estate Investing in Secondary Markets, Mr. Andy Weiner, President, RockStep Capital
10:40-11:10 AMThe Real Estate Panel 
Moderator: Ms. Wendy Craft, Chief Operating Officer, Favara Family Office
With: Ms. Belinda Schwartz, Chair,  Real Estate Dept., Herrick Feinstein LLP, Mr. Scott Bennett, Vice President, Northeast Region, Wells Fargo Real Estate Asset Management, Mr. Stuart Eisenberg, Partner and National Real Estate & Construction Industry Practice Leader, BDO USA, LLP, Mr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Partners
 11:10-11:40 AM Refreshment Break
 11:40-12:20 PMThe Direct Investing Panel
Moderator: Mr. Jason L. Ma, Founder & CEO, ThreeEQ
With: Mr. Billy Draper, Investor, Draper Associates, Mr. David Lifschultz , Managing Partner, Lifschultz Organization, and Managing Partner, L Investments,  Mr. Ira J. Perlmuter, Managing Director,Triple Five GroupMr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Partners
A discussion panel about the ways Family Offices are moving more toward direct investing and co-investing with funds and other families.
12:20-12:30 PMMitigating Food Security and Safety with Science and Technology, Mr. Ohad Zuckerman, Managing Partner, Copia Agro & Food
12:30-12:50 PMThe Education Panel
Moderator: Mr. Bill Hughes, Partner, Milamber Ventures
With: Mr. Adam Newman, Co-Founder & Managing Partner, Tyton Partners, Ms. Bobbi Kurshan, Executive Director of Academic Innovation & Sr Fellow in Education, Penn Graduate School of Education, Mr. Matthew Greenfield, Managing Partner, ReThink Education, Mr. John Katzman, Founder and CEO, The Noodle Companies
Education is US $3 trillion industry globally and it is being disrupted by technology, creating massive opportunities for impact and returns.  But investing in education has proved perilous for many.  Are the opportunities real or illusory?  Where are they?  A panel of pros in ed tech investment and innovation discuss and debate the opportunities facing investors.
12:50-02:00 PMLunch
01:30-02:00 PMSpecial Lunch Presentation -The Story of HAMLET – A Novel Approach to Treating Cancer, Professor Catharina Svanborg, Senior Professor of Clinical Immunology, Microbiology, Institute of Laboratory Medicine, Lund, Sweden
02:00-02:30 PMThe Financial Reveal: How & why to talk to your Kids about Family Wealth
Dr. Paul Hokemeyer, Family & Consulting Therapist & Mr. Adil AdiFounder & CEO, Worldlink
02:30-03:00 PMThe Film & Theatre Panel
Moderator: Mr. Oliver Roth, Producer & CEO, OHenry Productions
With: Ms. Wendy Federman, CEO, Foolish Mortals Productions, Mr. Stephen J. McCarthy, Managing Director, KCG Capital Advisors
There’s no Business like…. – A look into some of the most exciting passion investment fields – Film and Broadway!
03:00-03:30 PMRefreshment Break
03:30-04:15 PMCybersecurity’s Accelerating Threat: The Impact of Evolving Technologies
Moderator: Mr. Jonathan Conrad, CEO & Founder, Admiemobile LLC
With: Mr. Jonathan Granoff, President, Global Security Institute, Mr. John RiggiHead of Cybersecurity and Financial Crimes Unit BDO Consulting Managing Director, Mr. Yalkin Demirkaya, President, Cyber Diligence, Inc, Former Head of Computer Crimes in NYPD, Ms. Jennifer Miller, President, Bioethics International, Mr. Rafal Rohozinski, Chief Executive Officer, Secdev Group
Don’t worry about your worst fears!   Following our initial presentation, our panel of leading experts will be prepared to address your questions on critical issues ranging from cybercrime and national security, to privacy and health care, to the implications of quantum computing, machine learning, artificial intelligence and the Internet of Things.
04:15-04:45 PMThe Impact Investing Panel – Investing in Early Childhood Resiliency
Moderator: Mr. Matthew Weatherly-White, Co-Founder and Managing Director, CAPROCK Group
Panelists: Ms. Sarah Cone, Managing Partner, Social Impact Capital , Mr. Kimbal Musk, Co-Founder, The Kitchen Community
This panel discussion will focus on investable ideas in early childhood resiliency, at the intersection of tech, agriculture, nutrition, and education.  
05:00-06:30 PMCocktail Reception Sponsored by BDO at the Union League Club

 

The 2016 East Coast Family Office Conference

 

Following a sold out 2015 event, we are proud to present our 4th conference for the area’s top ultra high net worth individuals and single family offices at the Union League Club., NYC.

We offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else. Come meet families just like you, from the US as well as from the other side of the Atlantic who seek investments, partners, or just good friendship. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.

This year we will discuss Investment in food & beverage, sports & entertainment panel, impact investing, direct investment, co-investment amongst families, alternative investments, next generation issues, high tech & innovation, homeland security, cyber security threats and women in family business.

Over 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year’s event. 85% of our attendees are SFOs and ultra high net worth Individuals family members thanks to very strict guidelines that are keeping this ratio intact and a thorough due diligence process that is being made with each attendee.

 

2016 Agenda
08:00-09:00 AMRegistration and Refreshments
09:00-09:05 AMOpening Remarks: Mr. Denny Chared, CEO, DC Finance
09:05-09:10 AMConference Chair: Ms. Judith Klebanow, Wealth Advisor, New York Life
The High Tech Session
09:10-09:40 AMThe High Tech Panel
Moderator: Mr. Matthew Kibble, Founder and CEO, Australy International (SFO)
With: Mr. John Edge, Founder & Chairman – ID2020, Mr. Michael Englander Managing Partner, Millenium Partners, LLC, Mr. Avichay Nissenbaum, Co-Founder and General Partner, lool Ventures, Mr. Mark G. Shafir, Head of Technology, Media & Telecommunications and Global Co-Head of Mergers & Acquisitions, Citigroup Inc.
09:40-09:50 AMLongevity and Regenerative Medicine – Cell Therapy by Pluristem – Ms. Karine Kleinhaus, Vice President North America, Pluristem Therapeutics Inc.
09:50-10:10 AMCreating New Global Standards of Care – from Given Imaging’s PillCam to HyGIeaCare® Prep – The Easiest Prep for Colonoscopy –Mr. Gavriel D. MeronCEO and Chairman, HyGIeaCare Inc, Founder Given Imaging Ltd
10:10-10:20 AMASAPP Provides Real-Time Services To Your Doorstep  Mr. Michael J. Calabrese, Marketing Director, ASAPP
The Investment Session
10:20-10:40 AMDiversifying Away from US Investments: Finding Opportunities in Alternative Assets Mr. Juan Carlos Artigas, Director of Investment Research, World Gold Council
10:40-11:05 AMThe Food & Beverage Consumer Goods Panel
Moderator: Ms. Marcia Nelson, Founder & CEO, Deals & Divas
With: . Dan Glickberg, Co-Founder and Partner at Rodeo CPG, Mr. Ben Bryce, Managing Partner at Align Ventures, Mr. Martin Okner, Board Member, Strategic Advisor, SHM Corporate Navigators, Mr. William V. Andrews, Principal of Ocean Blue Entertainment.
Food, Fashion, Film — Family Office Investments in Consumer and Lifestyle Companies. Family offices discuss how they leverage their personal knowledge to enhance their investments in a variety of companies across the consumer and lifestyle market. They will share ideas on the types of companies they invest in, how they add value to the company, and some of the challenges they face in a competitive marketplace.
11:05-11:15 AMMeeting the Global Security Concerns of the Wealthy Traveler, Mr. Chris Kollas, Vice President, TCS World Travel
11:15-11:40 AMRefreshment Break
11:40-12:00 PMThe Real Estate Panel
Moderator: Mr. Mark Rubin, Senior Managing Director, FTI Consulting
With: Ms. Kay Auer, Chief Financial Officer, WaterWalk Hotel Apartments, Mr. Joseph Sitt, President & CEO, Thor Equities, Mr. Timothy H. Callahan, Chief Executive Officer, Callahan Capital Properties
12:00-12:30 PMThe Next Generation Investing for Profit & Impact Panel
Moderator: Ms. Michele Demers, Founder & CEO, Boundless Impact Investing.
With: Mr. Joshua Marc Tanenbaum, Founder of Clearstone Group and Board Member of the Polonsky Foundation, Mr. Justin Kamine, Managing Director, Kamine Development Corporation, Ms. Cynthia Muller, Program and Portfolio Officer, Kellogg Foundation
This panel will provide insights into the growing and complex world of impact investing from the perspective of “NextGens” — the next generation of wealth holders.  It is estimated that the Baby Boomer generation will pass on approximately $59 trillion to NextGens in the next decade. Many family offices are increasingly active or interested in impact investing, and this panel will help explain what personal values or interests drive their investment choices and decisions.  Boundless Impact CEO Michele Demers will lead a discussion that will provide a window into the kinds alternative investments that are achieving both remarkable financial and social/environmental returns, and how this rising generation is even influencing traditional investing.
12:30-1:20 PMLunch
1:20-2:00 PMKeynote Speaker: Mr. Sam Zell, Chairman, Equity Group Investment – A Discussion about career, the global economy and investment opportunities
The Family Business Session
2:00-2:30 PMThe Next Generation Panel
Moderator: Mr. David Homan, Executive Director, AICF
With: Ms. Mickey Penzer, Operations Manager, Life Inc. Pool Trusted, Ms. Helena Durst, Co-Vice President, Durst Organization, Mr. Charles Rockefeller, Head of Partnerships and East Coast Business Development, Composite Apps, Inc., Mr. Jason L. Ma. Founder, CEO & Chief Mentor, ThreeEQ
The Business of Philanthropy:  A discussion on the importance of strengthening philanthropic bonds across generations
2:30-3:00 PMPredictions, Pathways, and Policies
Moderator: Mr. David Homan, Executive Director, AICF
With: Ms. Candice Cook, Managing Partner, The Cook Law Group, Ms. Nathalie Mollino, CEO, Brava Investments, Ms. Anastassia Dellaccio, Co-Founder, Dolci Gelati
Predictions, Pathways, and Policies:  A futurist discussion on investment, engagement, and business scalability in relation to outcomes, engagement, and wholistic growth.
3:00-3:30 PMRefreshment Break
3:30-3:50 PMElections 2016 – Analysis and Forecast
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jason Meister, Senior Director; Ackman-Ziff Real Estate Group, Ms. Sharon Bush, Business woman and Philanthropist, Ms. Jeniffer Grossman, CEO, Atlas Society
Our Political Experts battle it out and help you understand how the Elections will effect America and your portfolio.
3:50-4:20 PMDirect Investing and Family Office Deal Flow
Moderator: Ms. Katherine Hill Ritchie, CEO, Pex Global (SFO)
Speakers: Mr. Ira Perlmuter, Managing Director, TS Equity Partners (SFO), Mr. David Miller, Partner, Landon Family Office (SFO), Mr. Mesh Lakhani, Investment Manager, Lakhani Family Office (SFO), Mr. Adam Fried, Partner, Stillwater LLC (SFO)
Direct investing – early stage vs. investing in mature companies, active control positions vs. minority stakes, red flags and important issues to review during due diligence.
4:20-4:50PMThe Homeland and Cyber Security Panel
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jonathan Conrad, Chariman, CEO and Founder of AdmieMobile, Mr. John Sitilides, Principal, Trilogy Advisors, Mr. Michael Spencer, Investor Relations, CipherLoc Inc.
Hear from the Experts regarding the latest cyber threats, what you can do to protect your families and other National Security issues.
6:30 PMCocktail Party – Eden Gallery