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Agenda types: Past

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