The New York Family Office Conference

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

BREAKOUT SESSION A	BREAKOUT SESSION B

The Impact of Philanthropy – Empowering Women in Leadership and Advancing Community Initiatives Through Family Foundations	Human Trafficking and Child Exploitation
Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator	Al Eskanazy, Community-Police Relations Foundation, President & CEO – Moderator
Suruchi Ahuja, Director, Ahuja Family Foundation	Detective Antonio Pagan, Child Exploitation & Human Trafficking Task Force
Consuelo Vanderbilt, CEO & Co-Founder, SohoMuse	Alana Stott, MBE, Founder & CEO, Blue Rose Foundation
Explore how family foundations are creating meaningful change by empowering women leaders and supporting community initiatives. This session delves into strategies to leverage philanthropy for inclusive leadership and sustainable community impact.	A panel with law enforcement and a nonprofit created to end human trafficking through various methodologies will discuss the situation as it pertains to human trafficking and child exploitation. Attendees will walk away with a better understanding of human trafficking, how local government and law enforcement are addressing the problem, and what everyday citizens can do to detect and aid in the fight against human trafficking and child exploitation. Moderator: Al Eskanazy, Chairman & CEO of Community-Police Relations Foundation, a non-governmental organization made up of leaders of our business communities.

03:05 – 03:25 PM

The Power of Next Gen Collaboration – Leveraging Unique Tools (Technology) + Spaces (Real Estate)	Impact through Media
Chelsea Toler, Chief Impact Officer, Logictry – Moderator	Lisa Morris, Entrepreneur, Philanthropist, Broadway/West End Theater Producer, and Investor – Moderator
Lori Katz, Next Gen, Entrepreneur & Immersed in Real Estate/Hospitality/Impact Space	Zachary Richner, Third Gen Local Newspaper Owner, Richner Communications
Christine Prydatko, Next Gen/Family Office	Dr. David M. Milch, Chairman, Healthcare Capital Corporation; Senior Board Member, Alpha Tau Medical
Yizroel Rabinowitz, Entrepreneur & Founder, Well4Tech LLC	Join us to hear how families are combining their resources and influence with the power of media to advance important philanthropic missions.
Leonie Weerakoon, Founder, Kinetik

03:25 – 04:00 PM

Fireside Chat: Driven Leadership and Next-Gen Philanthropy: Scaling Social Impact Through Entrepreneurship and Strategic Investments

Lauren Bush Lauren, Founder & CEO, FEED

Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator

Explore how next-gen philanthropists are scaling social impact by integrating entrepreneurial thinking with strategic investments. This session highlights how purpose-driven leaders are reshaping philanthropy, using innovative approaches and targeted investments to drive sustainable change and tackle global challenges.

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

The 2022 East Coast Family Office Conference – November 3rd

08:00 – 09:00 AM	Registration and Breakfast

09:00 – 09:10 AM	Opening 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 AM	Panel: 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 AM	Navigating 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 AM	Human 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 AM	Art 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 AM	Coffee Break
11:00 – 11:20 AM	Fireside 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 AM	Invest 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 AM	Nowhere 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 AM	Investing 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 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.
12:00 – 12:10 PM	Outperforming 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 PM	Panel: 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 PM	Ukraine, 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 PM	Lunch
01:50 – 01:55 PM	Introduction to the Family Office Circle
	Mr. David Homan, CEO, Orchestrated Connecting, LLC
01:55 – 02:15 PM	Panel: 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 PM	Trammell 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 PM	Future 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 PM	Versatile 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 PM	Keeping 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 PM	US 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 PM	Fireside 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 AM	Registration and Breakfast

09:20 – 09:30 AM	Opening Remarks
	Mr. Tal Kerret, President, Silverstein Properties, Inc.
	Mr. David Teten, Founder, Versatile Venture Capital – Conference Moderator
09:30 – 10:10 AM	The 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 AM	Rethinking 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 AM	Reversing 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 AM	Cryptocurrency 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 AM	Coffee Break
11:30 – 11:50 AM	A 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 PM	The 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 PM	How 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 PM	Maniv Mobility and the Future of the Transportation Sector
	Mr. Michael Granoff, Founder & Managing Partner, Maniv Mobility
12:20 – 12:30 PM	Leveraging 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 PM	Next-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 PM	Lunch
02:00 – 02:20 PM	Your 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 PM	Impact 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 PM	A 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 PM	Cocktail Reception sponsored by Abra

The 2020 East Coast Family Office Conference


03:00 – 04:00 PM	Registration

04:00 – 04:20 PM	Opening 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 PM	Keynote Speaker – A 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 PM	American Mailbox Money: Oil & Gas Royalties
	Mr. Chris Bentley, Founder, President & CEO, Bellatorum Resources

05:10 – 05:20 PM	Innovation in e-Commerce and Logistics Real Estate in NYC
	Mr. Matthew A. Dicker, Partner & CFO, Wildflower Ltd

05:20 – 05:30 PM	Senior-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 PM	Bitcoin: Much More than a Currency
	Mr. Zachary Resnick, Managing Partner, Unbounded Capital

05:40 – 06:00 PM	Improving Breast Cancer Outcomes with Disruptive Medical Technology and AI
	Mr. Jerem y Sobotta, President & CFO and Ms. Suzanne Foster, M.Ed, MPH, Director, Perimeter Medical Imaging, Inc.

06:00 – 06:30 PM	Coffee Break Sponsored by Perimeter Medical Imaging, Inc.

06:30 – 07:00 PM	Panel: 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 PM	Innovation in the Time of Covid
	Mr. Charlie Federman, Partner, Silvertech Ventures

07:10 – 07:30 PM	Rethinking Venture: Digital Transformation and Digital Trust
	Mr. Nadav Zafrir, Founding Partner, Team8

07:30 – 08:00 PM	Fireside Chat with 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 PM	Cocktail Ending

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