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Agenda types: Past

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 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 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, Director, Perimeter 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 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 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 Technology –  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 Group, Mr. 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 Adi, Founder & 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 Riggi, Head 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. Meron, CEO 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

The 2015 East Coast Family Office Conference

 

DC Finance held its 3rd Annual East Coast Family Office & Wealth Management Conference to be held at the Union League Club on Tuesday, October 20th 2015 (www.nyc-wealth.com).

Speakers included Mr. Uri Levine, Co-Founder of Waze, the world’s most famous navigation app which was bought by Google for 1.3 Billion USD in a deal that reflected the largest payout to employees in the history of Israeli high tech, Ms. Nancy Spielberg , Producer “Above and Beyond”, Mr. Tal Kerret, President of one of America’s leading developers, Silverstein Properties, which is currently rebuilding the World Trade Center, Ms. Nancy Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund, Ambassador Kurt Volker, Former US Permanent Representative to Nato and Dr. Peter Pry, Executive Director, Task Force on National and Homeland Security.

2015 Agenda:

 

08:00-09:00 AMRegistration and Refreshments
 09:00-09:05 AMConference Chair: Ms. Judy Klebanow, Wealth Advisor with New York Life Eagle Strategies
09:05-09:10 AMOpening Remarks: Mr. Denny Chared, CEO, DC Finance
09:10-09:30 AMThe Oil and Gas Session
Moderator: Ms. Candice Beaumont, Managing Director and CIO, L Investments

With: Mr. Lowell Sands, Business Development, Rosewood Resources, Inc., Dr. Gal Luft, Senior Adviser, United States Energy Security Council, Mr. Sanjay Gupta, Adviser to the Chairman, Zhou Dynasty Capital

The panel will examine the effect of the shale oil and gas revolution on the global oil supplies and the energy & commodity price outlook and return profiles. Ms. Candice Beaumont will lead a discussion on the impact of new drilling technologies and whether the environmental effects curtail production. Also to be discussed is the volatility of crude oil – dropping down to $40/bbl then rallying to a high of $50/bbl; what caused this and what will the future hold? Finally, what alternative energies are on the horizon and what will be their impact?
The Innovation Session
09:30-10:00 AMThe High Tech & Innovation Panel – Taking Part in the Innovative Revolution
Moderator: Mr. Preston Tsao, Managing Member, Metcircle Networking
With: Mr. Sean O’Sullivan, Founder and Managing Director, SOSV, Ms. Sharon Foulston, Chairman, Aladdin Ventures (SFO)
The High Tech & Innovation session is a key segment which opens up each of our events, assembling innovators and investors from around the world. Is private wealth too conservative for high tech? Is the next generation of investors recognizing more and more the evolution of “investing in innovation” thereby shifting family capital to associate with this emerging opportunity? What to look for when considering a potential venture? How to avoid pitfalls? Identifying today’s hottest technologies? These are just some of the questions that will be answered on our most talked about panel.
10:00-10:20 AMIsrael – The Start-up Nation – “it’s the most promising investment hub outside the U.S”– Warren Buffet, Mr. Justin Borus, Founder and Managing Partner, Lazarus Israel Opportunities Fund
10:20-10:30 AMAddressing the Needs of the Enteral Feeding Market, Dr. Doron Besser, CEO, Nutriseal
The Investments Session
10:30-10:45 AMTop Tax Challenges Affecting Global Families, Mr. Richard Barjon, CPA, Senior Manager, and Mr. Richard J. Bloom, CPA, PFS, MST, Partner, Private Client Services, Weiser Mazers
10:45-11:05 AMGlobal Macro Outlook, Mr. Luciano Siracusano, Chief Investment Strategist, WisdomTree
11:05-11:30 AMRefreshment Break
11:30-12:00 PMThe Next Generation Session – The Millennials
Moderator: Ms. Sharna Goldseker, Executive Director, 21/64
With: Ms. Bryn Mars, Managing Director, Dignitas, Mr. Daniel Rueven, Managing Director, Kinneret Group (SFO), Ms. Mamie Kanfer, Founder & CEO at Starling
As an intergenerational transfer of wealth is well underway, it behooves us all to learn who the next generation of stewards is. Join Sharna Goldseker of 21/64, a non-profit practice specializing in engaging next generation and multiple generations in philanthropy and family enterprise, as she facilitates a panel of Millennials talking about who they are, how they interact with their family entities, and how they approach opportunities and challenges in today’s global society. Sharna will present research on the generational personalities and trends of Gen Y-ers and invite panelists Mamie Kanfer, Daniel Rueven and Bryn Mars to offer insights into what motivates their generation in their decision making.
12:00-12:30 PMThe Philanthropy Session
Moderator: Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund
With: Mr. Gary Mendell, Founder, Shatterproof, Mr. Ronald Bruder, Founder and Chairman, Education For Employment (EFE), Ms. Jean Ahlefeldt-Laurvig, Managing Partner, ASDO
Building & Saving Lives From America to Africa: the work of three philanthropic leaders fighting addiction, building careers, health, education and culture
12:30-01:00 PMMs. Nancy Spielberg, Producer, “Above and Beyond” – Producing in Today’s Documentary Film World
Nancy will provide us with a synopsis of the highly acclaimed “Above and Beyond” and then talk about the surprises and challenges of fundraising (mostly when your name is Spielberg), share stories about George Lucas’ Industrial Light and Magic company who did the CGI work pro bono, raising capital from strangers, the leaking of the sample reel on the Internet and how that became her own personal crowd funding.
The Luxury Session
01:00-01:10 PMPrivate Aviation – Understanding the Landscape and Options in 2015 – Mr. Andrew Collins, President & CEO, Sentient Jet
01:10-01:30 PMThe Real Estate Session – A One-on-One Interview with Mr. Tal Kerret
With: Ms. Wendy Craft, Executive Director/ COO The Gonzalez Family Office (SFO)

& Mr. Tal Kerret, President, Silverstein Properties

01:30-02:30 PMLunch – Special Keynote Lecture: Mr. Uri Levine, Co-Founder, Waze & FeeX – “Entrepreneurship, Passion for Revolutions, and the Vehicle for Doing It“
02:30-03:20 PMThe Homeland and Cyber Security Session
Moderator: Ms. Jennifer Bawden, CEO, Bawden Capital
With: Ambassador Kurt Volker, Former US Permanent Representative to NATO, Dr. Peter Pry, Executive Director of the Task Force on National and Homeland Security, Ambassador Jim Woolsey, Former Director, CIA, Mr. Herbert London, President at Hudson Institute NY, Lieutenant General (Ret.) David A. Deptula
The experts weigh in on the global threats facing the world and family fortunes. Multiple economic and political black swans darken the horizon. Our distinguished panel of experts is at ground zero as these events unfold. Don’t miss their unique perspective and advice on how to steer clear of potential dangers ahead. Knowledge is power.
03:20-04:10 PMThe Direct Investing and Family Office Deal Flow Session
Moderator: Mr. Ira Perlmuter, T5 Equity Partners (SFO)
With: Ms. Katherine Hill Ritchie, CEO, Pex Global (SFO), Ms. Sarah Overbay, Director of Private Investments, Marron Capital (SFO), Mr. Everett Alexander, Senior Investment Analyst, Olivenhein Holdings (SFO), Mr. Kevin McGovern, Chairman, McGovern Capital (Family Member), Mr. Paul Kang, President/CIO, AltaCap (SFO)
The ever growing trend of direct investment amongst families will be examined in one of the central panels of the East Coast series of conferences.
04:10-05:00 PMThe Economic Session
Moderator: Ms. Jennifer Bawden, CEO, Bawden Capital
With: Mr. Chris Martenson, PhD, Economic Researcher and Futurist, Mr. Michael Sury, Executive Director, SIFIRM, Mr. Steve Moore, American Economic Writer and Policy Analyst
America’s top macroeconomic minds will have hard questions on how stable our economy really is. The Nation is awash in debt, the fed has almost no bullets left and world currency wars have begun. What are the hidden dangers and how do we protect our own portfolios? 
Networking Cocktail Reception at the Georges Bergès Gallery
Several Real Estate workshops will be held by Thor Equities throughout the day.

 

 

For last year’s program – NYC Agenda 2014

The 2014 East Coast Family Office Conference

 

The 2013 East Coast Family Office Conference