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Monday, November 18th, 2024

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The 2017 Florida Family Office & High Net Worth Conference

 

December 6th, 2017 Agenda:

08:00 – 09:00AMRegistration and Refreshments
  
09:00 – 09:10AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
 Conference Moderator: Ms. Steffi Baker, Family Office Consultant and Publisher of UltraInvestor.com
  
09:10 – 09:30AMMr. Eric Eikenberg, CEO, Everglades Foundation – The $10 Million George Barley Water Prize: Solving the world’s water crisis through global innovation.
  
09:30 – 09:45AMMr. Joseph Napoli, Chief of Staff & Senior Policy Advisor, Miami Dade Aviation Department – South Florida Aviation Market / Industry
  
 The Technology & Innovation Session
09:45 – 10:10AMMr. Roi Carthy, Chief Marketing Officer, The Singulariteam Technology Group – Introducing: Saga
10:10 – 10:20AMMr. Igor Shoifot, Founding Partner, TMT Crypto Fund – Next gen economy of blockchain
10:20 – 10:30AMMr. Steve McKnight, VP Business Development & Co-Founder, Lavit – Lavit: Life Unbottled 
10:30 – 10:40AMMr. Jonathan Manzi, Co-Founder & CEO, Ink – Cryptocurrency and Blockchain tech: It’s Been Validated; What’s Next?
  
 The Medical Cannabis Session
10:40 – 10:50AMMr. Dooma Wendschuh, CEO & Co-Founder, Province Brands – The Cannabis Beverage Industry and the Challenges of Brewing Beer from Cannabis 
10:50 – 11:00AMMr. 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 – 11:10AMMr. Keith Singer, President,  Insured Returns LLC & Singer Wealth Management – Modified Endowment Contracts as an Asset Class
  
11:10 – 11:20AMMr. Craig BakerFounder & CEO, Cigar Break Asset Management – Achieving Double Digit Returns using private credit strategies, without leverage
  
11:20 – 11:50AMRefreshment Break
  
11:50 – 12:20PMThe 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 – 12:30PMMr. Cody Simms, Partner, Techstars Ventures – Global Startup Seed investing at Scale
  
12:30 – 12:40PMMs. Wendy Federman, CEO & Producer, Foolish Mortals Productions – Why Invest in Broadway Now
  
12:40 – 1:10PMThe Direct Investing Panel 
 Moderator: Mr. Ira J. Perlmuter, Managing Director, Triple Five Group
 With: Mr. Robert G. BlabeyCo-Founder, Align Private CapitalMr. 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 – 1:40PMPrivate 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 – 2:40PMLunch Break 
  
2:40 – 3:10PMThe 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 CastroFounder & Managing Partner, EscalateGroup LLC, Mr. Eduardo Arboleda Staton, President, The EVR Group
  
3:10 – 3:25PMKeynote Presentation: Mr. Dan Gelber, Mayor, Miami Beach – My little Brother: A Mentoring J ourney of Peril and Promise
  
3:25 – 3:50PMWomen 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 – 4:10PMRefreshment Break
4:10 – 4:30PMFireside 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 – 4:50PMSean, Lauren and David Carpenter, Carpenter Fine Violins & Collectibles – The Collectibles Market – Investing in the Past for the Future
4:50 – 5:20PMThe 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 ShapiroFounder & CEO, The 22Hundred Group
  
5:30 – 7:00PM Cocktail Reception sponsored by BDO at the W South Beach Hotel