The 2017 Florida Family Office & High Net Worth Conference
December 6th, 2017 Agenda:
| 08:00 – 09:00AM | Registration and Refreshments |
| 09:00 – 09:10AM | Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance |
| Conference Moderator: Ms. Steffi Baker, Family Office Consultant and Publisher of UltraInvestor.com | |
| 09:10 – 09:30AM | Mr. Eric Eikenberg, CEO, Everglades Foundation – The $10 Million George Barley Water Prize: Solving the world’s water crisis through global innovation. |
| 09:30 – 09:45AM | Mr. Joseph Napoli, Chief of Staff & Senior Policy Advisor, Miami Dade Aviation Department – South Florida Aviation Market / Industry |
| The Technology & Innovation Session | |
| 09:45 – 10:10AM | Mr. Roi Carthy, Chief Marketing Officer, The Singulariteam Technology Group – Introducing: Saga |
| 10:10 – 10:20AM | Mr. Igor Shoifot, Founding Partner, TMT Crypto Fund – Next gen economy of blockchain |
| 10:20 – 10:30AM | Mr. Steve McKnight, VP Business Development & Co-Founder, Lavit – Lavit: Life Unbottled |
| 10:30 – 10:40AM | Mr. Jonathan Manzi, Co-Founder & CEO, Ink – Cryptocurrency and Blockchain tech: It’s Been Validated; What’s Next? |
| The Medical Cannabis Session | |
| 10:40 – 10:50AM | Mr. Dooma Wendschuh, CEO & Co-Founder, Province Brands – The Cannabis Beverage Industry and the Challenges of Brewing Beer from Cannabis |
| 10:50 – 11:00AM | Mr. Joseph Lambert, Director, CannAvolve – A Cannabis Merchant Bank providing business solutions to profits and exit strategies; going public with a portfolio of profitable cannabis companies |
| The Investment Session | |
| 11:00 – 11:10AM | Mr. Keith Singer, President, Insured Returns LLC & Singer Wealth Management – Modified Endowment Contracts as an Asset Class |
| 11:10 – 11:20AM | Mr. Craig Baker, Founder & CEO, Cigar Break Asset Management – Achieving Double Digit Returns using private credit strategies, without leverage |
| 11:20 – 11:50AM | Refreshment Break |
| 11:50 – 12:20PM | The Tax Planning Panel |
| Moderator: Mr. Marty Cass, South East Region Private Client Services Practice Leader, BDO LLP USA | |
| With: Ms. Lori Myers, Office Managing Principal, Tax, BDO LLP USA, Ms. Madeline Elias, Office Managing Partner, Tax Services, BDO LLP USA, Mr. Kevin Anderson, National Tax Partner, BDO LLP USA | |
| This panel will discuss creative thoughts and planning ideas for ultra-high net worth families. discuss creative thoughts and planning ideas for ultra-high net worth families. | |
| 12:20 – 12:30PM | Mr. Cody Simms, Partner, Techstars Ventures – Global Startup Seed investing at Scale |
| 12:30 – 12:40PM | Ms. Wendy Federman, CEO & Producer, Foolish Mortals Productions – Why Invest in Broadway Now |
| 12:40 – 1:10PM | The Direct Investing Panel |
| Moderator: Mr. Ira J. Perlmuter, Managing Director, Triple Five Group | |
| With: Mr. Robert G. Blabey, Co-Founder, Align Private Capital, Mr. David W. McCombie, Founder & CEO, McCombie Group LLC, Mr. Euclid Walker, Managing Partner, Parkway Investment Management LLC | |
| Recent studies indicate that direct investing is one of the fasting growing areas of investing for family offices. This panel brings together leading direct investment experts deploying capital on behalf of family offices who are contributing authors to Dr. Rosplock’s newest book, The Complete Direct Investing Handbook (Bloomberg, 2017). The panel will discuss trends in sourcing and vetting deals, structuring and terms, co-investing and deal clubs and best practices when deploying capital into directs. | |
| 1:10 – 1:40PM | Private Equity and Impact Investing – Families who invest with Passion and Purpose |
| Moderator: Ms. Candice Beaumont, Chief Investment Officer, L Investments | |
| With: Ms. Sandra Familiet, Director, Chauncey F. Lufkin III Foundation, Mr. Aneel Ranadive, Managing Partner Soma Capital, and Sacramento Kings Ownership (SFO), Mr. Sandro Salsano, Chairman & President, Salsano Group, Chairman, Salsano Family Office, Mr. Nikos Assanis, CEO, Assanis Group | |
| 1:40 – 2:40PM | Lunch Break |
| 2:40 – 3:10PM | The LATAM Panel |
| Moderator: Mr. Rolando Gadala-Maria, Founder & CEO of Visage Capital Group, Investor and YPO Latin America Past Chairman and board member for Latin America | |
| With: Ms. Ines Temple, President, LHH-DBM Peru and Chile, Mr. Cesar Castro, Founder & Managing Partner, EscalateGroup LLC, Mr. Eduardo Arboleda Staton, President, The EVR Group | |
| 3:10 – 3:25PM | Keynote Presentation: Mr. Dan Gelber, Mayor, Miami Beach – My little Brother: A Mentoring J ourney of Peril and Promise |
| 3:25 – 3:50PM | Women in Private Equity and Venture Capital |
| With: Ms. Desiree Patno, CEO & President, NAWRB and Ms. Sarah Cone, Founder & CEO, Social Impact Capital | |
| A leading female venture capitalist who started her own investment firm will share experiences and lessons learned on investing and building successful women-led companies. How do women’s leadership styles and insights meaningfully differ? Moderated by a Top Real Estate Influencer and Women’s Diversity Leader in the Housing Ecosystem, this panel will explore the powerful potential of investing in women. | |
| 3:50 – 4:10PM | Refreshment Break |
| 4:10 – 4:30PM | Fireside Chat with the Wascher Family on ESG Investing |
| Moderator: Mr. Joshua Levin, Co-Founder, OpenInvest | |
| With: Ms. Anna-Marie Wascher, CEO, Flat World Partners | |
| “ESG” or Socially Responsible Investing is growing over $1 Trillion US per year and now represents 1-in-5 professionally managed U.S. dollars. The ESG toolkit is also rapidly evolving – e.g. investors are now able to deeply tailor to their values, at low cost, without having to sacrifice returns; improve their tax profile; and participate in shareholder activism. In this coffee chat, the next generation of an eminent family office, and one of their advisors, will discuss how they’ve taken advantage of these tools to help both invest with Jewish values and modernize their strategy. | |
| 4:30 – 4:50PM | Sean, Lauren and David Carpenter, Carpenter Fine Violins & Collectibles – The Collectibles Market – Investing in the Past for the Future |
| 4:50 – 5:20PM | The Next Generation Panel: Would Your Kids Parent the Way You Did? |
| Moderator: Mr. David Teten, Managing Partner, HOF Capital | |
| With: Mr. Yoni Gutman, Partner, The Gutman Group, Mr. Ordan Trabelsi, CEO & President, SuperCom Americas, Mr. Adam Shapiro, Founder & CEO, The 22Hundred Group | |
| 5:30 – 7:00PM | Cocktail Reception sponsored by BDO at the W South Beach Hotel |
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