Register Now

The 2022 Florida Family Office & High Net Worth Conference


09:00 – 09:10 AMOpening Remarks
 Mr. Denny Chared, Founder & CEO, DC Finance
Mr. David Homan, CEO, Orchestrated Connecting, LLC – Conference Moderator
09:10 – 09:30 AMPanel: Backyard Impact
Mr. David Homan, CEO, Orchestrated Connecting, LLC
Ms. Sarah Feil Lewin, Co-Head & Director of Philanthropy, Feil Lewin Family Office
Mr. James Sternlicht, CEO & Founder, The Peace Department
Mr. Adam Fried, Founding Partner, Friedom Partners
How investing and impact through social engagement in communities and private homes leads to innovative and important deals, investments, and philanthropy in the modern age.
09:30 – 09:50 AMHuman 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.
09:50 – 10:05 AMThe Longevity Opportunity 
Mr. Ole Mensching, Co-Founder & General Partner, Apollo Health Ventures
For the first time in human history we know which problems we have to solve to prevent age related diseases and slow ageing itself. This talk will not only discuss longevity drugs of the future but also new data that strongly suggests that there are already drugs out there that can prolong health- and lifespan.
10:05 – 10:15 AMPrivate Aviation Trends and Transitions
Ms. Lee Brewster, Vice President, Thoroughbred Aviation
Mr. Will Amling, Regional Vice President of Aircraft Management Sales, Jet Linx
Mr. Spencer Mitchell, Partner, Thoroughbred Aviation
The past 24 months have shown unprecedented trends in the private aviation industry. Thoroughbred Aviation and Jet Linx Aviation will review market conditions, touch on why charter customers are evaluating ownership now more than ever, and look ahead to where private aviation will be in 2023 and beyond!
10:15 – 10:25 AMUsing Innovative Insurance Strategies to Minimize Taxes and Enhance the Returns on Global Investments
Mr. Thomas F. Wiese, President of Institutional Solutions, Crown Global Insurance Group LLC
Many Non-U.S. Investors are reluctant to invest in the U.S. due to the high tax rates. Conventional tax blockers such as Leveraged Blockers and BDCs can be complicated, expensive to implement and still allow significant tax leakage. Proven insurance-based tax blockers are easier and less expensive to implement, while at the same time they can effectively eliminate any tax leakage. These more efficient insurance-based tax blockers can increase a Non-U.S. Investors’ IRR on U.S. assets by over 60% and result in an additional return of 500 basis points as compared to a conventional blocker.
10:25 – 10:40 AMInvest Bev and 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.
10:40 – 11:10 AMCOFFEE BREAK
11:10 – 11:30 AMArt Investing. THE Alternative Portfolio Asset
Mr. Russell A. Glotfelty, Presxident & 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.
11:30 – 11:40 AMInvesting in Art: An Inaccessible Asset Class 
Mr. Omer Tiroche, Director & Manager, Albatross Art Investments
 Historically, the art market has consistently outperformed the S&P 500 and has proven to have lower correlation to other major markets. The investment strategies and opportunities for entry into this market will be discussed by the prominent London gallery owner, Omer Tiroche, who is the 3rd generation of an art dealing dynasty.
11:40 – 11:50 AMOutperforming 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).
11:50 – 12:00 PMInvesting in Multifamily in the Sunbelt: Blue Atlantic Partners 
Mr. Gil Hermon, Founder & Partner, Blue Arch Capital
Market turbulence, a flight-to-quality, and shifting demographics have created an environment in which stable cash-flow from strong assets is more important than ever. Blue Atlantic discusses the multifamily landscape with a focus on value-add in the sunbelt.  
12:00 – 12:10 PMToday’s Most Effective Strategies for Maximizing Philanthropic Impact
Mr. Eric Edidin, Executive Chairman, BH3 Management
Eric Edidin will discuss important strategies for UHNW individuals looking to make a bold philanthropic impact and leverage their wealth for social good. He will cover the most tax advantageous vehicles for charitable giving, particularly donor advised funds (DAFs), and explain how DAFs can accept gifts of many types of assets including publically traded securities, cryptocurrency, real property and non-marketable assets. 
12:10 – 12:20 PMAt-Risk Youth – From Social Burden to Social Mobility
Mr. Assaf Wiess, CEO & Founder, Ma’agalim
We will be presenting the picture of at risk youth in Israel and the reality in numbers. Ma’agalim’s mission is to save and change the futures of thousands of youth throughout the country and providing mentorship programs and life coaches who guide, support and push these teens to live their lives to their fullest potential.
12:20 – 12:30 PMInteractive Rewards Platforms and The Future of Retail
Mr. Ali Akil, Leader, Visionary & Operator, Grapevines Software, Corp.
Brands, retailers, and small businesses all suffer from the same issues of brand loyalty, customer engagement and personalization. With the Grapvinesapp, Ali enhances the traditional shopping experience by integrating both the online as well as the in-store rewards into a fun, rewarding and interactive shopping experience.
12:30 – 12:40 PMTechnology and Life Science 
Mr. Yaky Yanay, CEO & President, Pluri Inc. and Former President, Israel High Tech Association
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.
12:40 – 01:00 PMFuture of Media and Entertainment with Web3 and Metaverse
Ms. Falon Fatemi, CEO, Fireside Chat Inc.
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. 
01:00 – 01:20 PMKeynote Discussion: From Investopedia to AI – What All Investors Should Know about Artificial Intelligence
Mr. Cory Janssen, Co-Founder, Investopedia; Co-Founder & Co-CEO, AltaML
Big tech has used AI to transform many consumer industries, but the transformation has only begun. The real change will happen in the coming years over the rest of the economy. Cory Janssen, who co-founded, will share real life lessons from building AI solutions in the enterprise. 
01:20 – 01:30 PMLeveling the Playing Field in Treasury Management
Ms. Genevieve Bos, Co-Founder & Chief Revenue Officer, Poplar
Poplar uncovered and is solving an untapped financial need for most small and medium sized businesses. Big companies have teams of highly paid professionals whose full-time job is to deliver yield on idle cash. We created Poplar to level the playing field for the SMB market by automating idle cash in-and-out of high yield into fixed income sources like Treasury Bonds, Muni and Corporate Bonds, ETF’s and even alternative assets  – changing forever how business owners manage their cash.
01:30 – 02:30 PMLUNCH
02:30 – 02:50 PMKeynote Speech
Ms. Daniella Levine Cava, Mayor Miami Dade County
02:50 – 02:55 PMIntroduction to the Family Office Circle
Mr. David Homan, CEO, Orchestrated Connecting, LLC
02:55 – 03:15 PMA Life Well Lived
Mr. Jack Miller, Serial Entrepreneur & Philanthropist
Jack Miller was fortunate to live in a great time in America and to be able to live the American Dream. His success has allowed him to invest, through his foundation, in trying to preserve that dream for future generations. This has given purpose to this last part of his life.
03:15 – 03:35 PMUkraine, Taiwan, and Critical Infrastructure: How Family Offices, Investors, and C-Suite Executives Ought 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.
03:35 – 03:55 PMSuccessful Strategies for Disruptive Growth: From Mindset to Artificial Intelligence
Mr. Rolando Gadala-Maria, Founder & CEO, Visage Capital Group
Ms. Asha Saxena, Founder & CEO
Ms. Marianne Springmuhl, Entrepreneur & Board Member
This panel will discuss experience-based approaches to building an AI strategy wholly based on one’s business strategy. We will discuss the value and execution of methodologies, through real-world examples of how companies such as Netflix and Starbucks have successfully implemented AI at a massive scale in their enterprise. We will take a deep dive on how organizations adopt a people-first mindset and take bold and responsible steps to apply AI technologies to their business, including implementing AI in the marketing and sales processes of companies to grow. We will close with a discussion of different criteria for investment in opportunities in AI Industries for disruptive growth.
03:55 – 04:15 PMGrowing Wealth Via Entrepreneurship, Investments and Seeking Alpha Across All Market Cycles
Ms. Candice Beaumont, Chief Investment Officer, L Investments – Moderator
Mr. James Korman, Chairman Korman Family Office, Korman Ventures
Mr. Nicholas Perricone, Entrepreneur, Chairman of Perricone Family Office
Mr. Chris Gannon, CEO, Bolay Restaurants
A panel of successful entrepreneurs, leading family office CIOs discuss growing assets both with entrepreneurial ventures, building and selling businesses, as well as asset allocation and investments to grow wealth across all market cycles.  The panel will discuss investment mandates during the current high inflationary environment, and how to navigate market cycles across public and private equity investing. 
04:30 – 05:30 PMCOCKTAIL


The 2021 Florida Family Office & High Net Worth Conference


08:30 – 09:20 AMRegistration & Breakfast
09:20 – 09:30 AMOpening Remarks
 Mr. Denny Chared, Founder & CEO, DC Finance
Mr. Erez Hevroni, CEO, Innotech IB – Conference Moderator
09:30 – 09:50 AMThe Art Panel 
Mr. Max Dolgicer, Art Collector, Technology Entrepreneur – Moderator
Mr. Yigal Ozeri, Artist 
Mr. Louis Meisel, Owner of Louis Meisel Gallery, Art Collector
Louis Meisel, one of the world’s most prominent Photorealist gallerists who is credited with coining the term “Photorealism”, along with leading photorealist artist Yigal Ozeri, and avid art collector and founder of ESKFF Eileen Kaminsky will discuss Photorealism in the digital age. What their role in the movement is, and how it’s changed over the years. The discussion will touch on points from the perspective of the art dealer, the artist, and the collector. Painting a complete picture from all angles.
09:50 – 10:10 AMBSV Blockchain: It’s Time to Invest in a Better World
Mr. Jimmy Nguyen, Founding President, Bitcoin Association for BSV
It’s time to move discussion of digital assets beyond speculative trading of coins, and instead focus on finding real utility in blockchain.  Using a timestamped ledger of events, a blockchain can power more efficient and honest data applications for consumers, enterprises and governments.  One of the world’s leading blockchain speakers, Jimmy Nguyen, will explain how the concept of time underpins the power of Bitcoin, and how Bitcoin SV (BSV) is finally massively scaling Bitcoin’s original protocol to enable real utility with blockchain technology that can build a better world.
10:10 – 10:30 AMCryptocurrency 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.
10:30 – 10:50 AMCircle Yield: Crypto Returns Without the Volatility
Mr. Noah Herman, Director of Treasury Services, Circle Internet Financial, LLC
Noah Herman from Circle will discuss Circle Yield, a crypto-based investment for institutions that is built on USD Coin (USDC) —the leading dollar digital currency — and overcollateralized with bitcoin. Offering fixed rates across a full yield curve and returns that are superior to holding cash. In this conversation, Noah will cover how Circle Yield can be part of your long-term crypto strategy.
10:50 – 11:00 AMBitcoin Mining on an Industrial Scale
Mr. Peter Mikhailenok, Master of Coin & Director of Technology, Bitcoin Alley, Inc.
11:00 – 11:30 AMCoffee Break
11:30 – 11:45 AMKeynote Speech
Mr. Dan Gelber, Mayor of Miami Beach
11:45 – 11:55 PMNew York City Real Estate Threats and Opportunities
Mr. Danny Fishman, CEO, GAIA Real Estate
Analyzing the NYC real estate market post covid, new mayor, tax complication, over supply, demographic changes.
11:55 – 12:05 AMA 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.
12:05 – 12:25 PMCancer Innovation and Impact Investing (Triple Bottom Line)
Mr. Craig Philips, President, Kineta Inc.
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.
12:25 – 12:35 PMLight Line Medical, Inc. Visible Light – Infection Prevention Game Changer
Ms. Vicki FarrarChief Executive Officer, Light Line Medical, Inc.
LLM is using its patented visible light technology to prevent catheter associated infections (CAIs), one of the most common and deadly infections worldwide. Without drugs, chemicals, or harmful UV light, our platform technology is a solution to the world’s antimicrobial resistance epidemic. The technology will be the first antimicrobial to prevent all infections: dialysis, urinary, respiratory, and vascular, with a first product launch targeted in early 2023.
12:35 – 12:45 PMHow 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.
12:45 – 01:05 PMStock Market Outlook: How you should be positioned in today’s environment
Mr. Thomas Lee, Co-Founder & Managing Partner, Fundstrat Global Advisors
Mr. Lee will discuss his market outlook for the rest of the year and into 2022.  He will discuss the sectors that are the most attractive in the current environment as well as discuss the themes that affect his outlook including Demographics, AI and Technology, the Generational Wealth Transfer, and of course, Bitcoin.
01:05 – 02:00 PMLunch
02:00 – 02:10 PMLate-Stage Follower Fund with Unique Access to High Quality Companies & Syndicates
Mr. Jonathan EbingerGeneral Partner, Transform Capital
Transform Capital’s unique access to the best late-stage private companies yields its Limited Partners outsized profits while generating philanthropy for the causes they choose without sacrificing their profits. As a follow-on fund, Transform’s smaller checks do not crowd out other investors. The GP’s strong track record in its sectors gives unparalleled access to founders and co-investors.
02:10 – 02:20 PMThe OppZo Story: Investing with a Purpose in Opportunity Zones
Mr. Warren Reed, Co-Founder & CEO, OppZo
Warren Reed, Co-Founder and CEO of OppZo will share the origin story of OppZo and how he and his co-founder, Randy Garrett have assembled a team to launch a business to help the 52 million Americans that live in distressed communities due to poor circulation of capital. He will share how he and his team have built a platform to deploy capital into Opportunity Zones by partnering with investors looking for an 11% return and an opportunity to drive impact.
02:20 – 02:30 PMSecular Bear Market on Horizon
Mr. Michael Markowski, Director of Strategies AlphaTack, Director of Research Dynasty Wealth
The stage is set for the 1st secular bear since 2000 and 9th since 1802 to begin and to be the cause of a 45% to 60% decline over an eight to 20 year period.   To grow a portfolio during a secular bear requires the utilization of proven secular bear investing strategies.   Strategies which work well during secular bulls including the buying and holding of blue chips and the trading of dips must be avoided.  
02:30 – 02:50 PMThe Philanthropy Panel – The Akshaya Patra Foundation
 Mr. Gururaj “Desh” Deshpande, President & Chairman, Sparta Group LLC
Dr. Anita Jain Shembekar, PhD, Entrepreneur & Philanthropist
Mr. Jackson Shembekar, The Crypto Kyd
02:50 – 03:10 PMFireside Chat: Tackling the Global Mental Health Challenge 
Mr. Zak Williams, Entrepreneur, Investor, Mental Health Advocate
Mr. Peter Bruce-Clark, Partner, Social Impact Capital
In this fireside chat, Zak Williams will provide a personal account of his journey up to creating PYM, as well as mental health charities and organizations Bring Change 2 Mind with Glenn Close, United for Global Mental Health, and Project Healthy Minds. He will be joined by Peter Bruce-Clark, Partner at impact-focused venture capital firm Social Impact Capital, to discuss the challenges and opportunities in building market-based solutions to the complex system challenge that is global mental health. They will discuss the commercial and social impacts generated by building companies that tackle mental health in various ways, placing what they do in context. The goal of their interventions are to empower people in need with the tools to effectively manage their mental health for better, longer, and higher quality lives.  
03:10 – 03:25 PMKeynote Speech
Ms. Daniella Levine Cava, Mayor Miami Dade County
03:25 – 03:55 PMThe Entrepreneurs & Investors Session
 Ms. Candice Beaumont, Chief Investment Officer, L Investments – Moderator
Mr. Christopher Ruddy, CEO, Newsmax Media, Inc.
Mr. Archie Ravishankar, CEO, Cogni
Mr. Sandro Salsano, President, Salsano Group
Mr. Wan Li Zhu, Co-Founder & Managing Director, Suffolk Technologies
Leading Entrepreneurs and Investors speak on building wealth operating companies and global asset allocation strategies, market and futuristic trends for the next generation.
03:55 – 04:15 PMThe Performing Arts Panel 
Ms. Wendy Diamond, Founder & CEO LDP Ventures & Women’s Entrepreneurship Day Organization (WEDO) – Moderator
 Ms. Wendy Federman, Theatre & Film Producer, CEO Foolish Mortals Productions
 Ms. Lauren Selig, Entrepreneur & Executive Producer 
04:30 – 06:00 PMConference Cocktail Reception sponsored by Abra


The 2019 Florida Family Office & High Net Worth Conference


08:00-09:00 AMRegistration & Refreshments
09:00-09:25 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
 Conference Moderator: Ms. Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem
09:25-09:45 AMKeynote: MsDeborah L. Wince-Smith, President, CEO, Council on Competitiver
09:45-09:55 AMThe Futures Industry for Institutions & Family Offices – Mr. Dan Hughes, Managing Director, Hughes & Company LLC
09:55-10:10 AMbeQ is Creating a New Culture of Connecting with the World- Mr. Gerhard Fröse, Founder, CEO, President, beQ Project
10:10-10:30 AM Fireside Chat: Art & Culture and the Detroit Renaissance!- Mr. Barry Johnson, Executive Advisor to the Gilbert Family Office and Ms. Jennifer Gilbert, Founder & Chairwoman, POPHOUSE; Mr. Grant Gilbert,  Student & Special Projects Director, The Cleveland Cavaliers
10:30- 11:00 AMBreak
11:00-11:20 AMMiami’s Investment Environment  Keynote Speaker – Mr. Francis Suarez, Mayor of the City of Miami
11:20-11:50 AMFireside Chat – Art and Family – A Two Generations Family Business Story –  Mr. Max Dolgicer, Art Collector & Investor with Mr. Omer Tiroche, Founder, CEO, Omer Tiroche Gallery with Mr. Micky Tiroche, Art Dealer
11:50-12:10 PMAI & ML: Cheating Premature Death & Living Well Into The Future –  Dr. David Karow, MD, PhD, President, Chief Innovation Officer, Human Longevity, Inc.
12:10-12:20 PMInvestment Opportunity: The Critical Metals Building Electric Vehicles and Renewable Energy Systems- Mr. Brian Menell, Chairman, CEO, TechMet Ltd.
12:20-12:50 PMHot Tech Trends – How Investors are Allocating Capital
 Moderator: Mr. Lenny Roth, Chairman, Yarotek
 With: Mr. Christopher C. Uhrig, Co-Founder & Chief Revenue Officer, Very Big Things Technologies; Mr. Zachary Stein, Co-Founder, Raw Republic; Ms. Maxeme Tuchman, CEO & Co-Founder, Caribu; Mr. Adil Adi, Entrepreneur & Founder, WorldLink
 Description: Leading local entrepreneurs and investors offer their respective perspectives on compelling opportunities and saturated sectors.  
12:50-01:10 PMArt as an Investment and Wealth Preservation Vehicle – From the Renaissance Days to the Art Basel Fair Prince Lorenzo de Medici, Founder, Medici Bank
01:10-02:00 PMLunch
02:00-02:40 PMLeading Entrepreneurs & Investors Investment Strategy & New Horizons
 Moderator: Ms. Candice Beaumont, Chief Investment Officer, L Investments
With:  Mr. Nikos Assanis, President, Assanis Group;  Mr. Sandro Salsano, President, Salsano Group Mr. Tim Gannon, Co-Founder, Outback Steakhouse, Inc.  Mr. Edmond Safdie, President, Safdié Equites
02:40-03:10 PMOpportunity Zone & Real Estate Discussion with the Federal Reserve
 Moderator: Ms. Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem
 With : Mr. Spencer Gray, President, Gray Capital; Mr. Blake S. Fogel, 2nd Generation Family Member, President, Fogel Real Estate
 Artificial Intelligence – Investing In The Future
03:10-03:30 PMModerator: Ms. Wendy Diamond,  CEO, Founder,CEO & President, Women in the Housing & Real Estate Ecosystem
 With: Sophia The Robot and Mr. David Chen, Entrepreneur,Business leader and the Investor behind Sophia
Description: Are you fascinated by artificial intelligence? Then this is your chance to get up close and personal with breakthrough AI technology when Social Entrepreneur/Impact Investor Wendy Diamond interviews Sophia the Robot herself and  David Chen, the genius investor who is behind the famous robot that can display more than 50 facial expressions!
 03:30-04:00 PMKeynote Speaker: Dr. Paul Hutchinson – Businessman, Philanthropist & Founder, Child Liberation Foundation, Hutchinson Family Office


The 2018 Florida Family Office & High Net Worth Conference


08:00-09:00 AMRegistration & Refreshments
09:00-09:10 AMOpening remarks: Mr. Denny Chared, Founder & CEO, DC FinanceConference Moderator: Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO Miami
09:10-09:30 AMThe Relationship Between Local Government and Your Business – Mr. Gabriel Groisman, Mayor of Bal Harbour, Florida and Attorney
09:30-09:50 AMIdentifying Late Cycle Investment Opportunities – Mr. Ryan McDowell, Vice President – Real Estate Advisory Specialist – Southeast Region, Wells Fargo
09:50-10:00 AMGold: The Original Alternative Investment – Mr. Edward Coyne, Executive Vice President National Sales, Sprott Asset Management
10:00-10:20 AMBest in Class Growth-Oriented Gold Royalty Company – Mr. Bryan A. Coates, President, Osisko Gold Royalties
10:20-10:40 AMThe Future of Work and Education – Fireside Chat with Mr. John Katzman, Education Entrepreneur, and Founder & CEO, The Noodle Companies and Mr. Jason Ma, Founder, CEO & Chief Mentor, ThreeEQ
The future of work and education is one of the top three G20 agenda priorities for 2018. Given our increasingly technology-driven world, change is not only constant but also accelerating. However, limiting beliefs and behavior continue to abound in legacy employment and education systems. What does it mean for our next generation, parents, and the C-suite? Let an innovative education industry legend and a leading member of the B20, the private sector’s voice of the G20, shed some light…
10:40-11:10 AMBreak
11:10-11:25 AMMiami’s Investment Environment – Mr. Francis Suarez, Mayor of the City of Miami
11:25-12:00 PMThe BDO panel: Innovative Tax Strategies for the Family Office
With: Mr. Jason M. Cain, Family Office Services Managing Partner, BDO, Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO Miami, Mr. Marty Cass, Tax Managing Director Southeast Region Private Client Services practice leader, BDO
A discussion about how to structure the family office to achieve the deductibility of investment expenses, including those expenses passed through by investment partnerships. This panel will also explain tax strategies to maximize the new Qualified Business Income deduction, and discuss how to take advantage of tax savings by investing in Opportunity Zones.
12:00-12:20 PMOne on One Fireside Chat – Mr. Adil Adi, Adi Family Office and Founder & CEO, Worldlink, and Mr. Denny Chared, Founder, DC Finance
12:20-12:50 PMPanel: Extraordinary Entrepreneurs
Ms. Jen Bawden, Best-Selling Author, Impact Investor & Serial Entrepreneur, Mr. Kevin McGovern, Chairman & CEO, McGovern Capital, Mr. Arun Savkur, Tech Entrepreneur, Impact Investor & Philanthropist
Exceptional entrepreneurs – A window into the future of technology and the visionary –  Entrepreneurs creating big ideas to move humanity forward  
12:50-01:50 PMLunch
01:50-02:20 PMThe Direct Investing Panel
Moderator: Ms.Candice Beaumont, Chief Investment Officer, L Investments
With: Mr. Sandro Salsano, Chairman & President, Salsano Group and Mr. Hadi Al Alawi, Chairman & CEO, Alhayat Group, Mr. Nikos Assanis, President, Assanis Group, Mr. Kent M. Swig, President, Swig Equities LLC and Fulcrum Equities LLC, and 3rdGeneration Family Member, the Swig Family
Recent studies have indicated that direct investing is one of the fastest growing areas for family offices. Many families seek to have a greater purpose and direct investments that can also achieve social good without compromising financial returns.   Leading families from across the globe will discuss trends in direct investments.
02:20-02:50 PMThe Technology Panel
Moderator: Mr. Lenny Roth, Chairman, Yarotek With: Mr. Thomas Wallace, Manager & Partner, Florida FundersDr. Andrew Ury, CEO, ActX, Ms. Ana Paula González, Head, 500 Startups Miami, Mr. David Bitton, Co-Founder,, Ms. Rebecca Danta, Managing Director, Miami Angels
This panel will focus on major technology trends, with some emphasis on the types of initiatives investors are seeing in the State of Florida. Panelists will be asked about the role of Angel/Private Investments in a diversified investment portfolio, including identifying and performing due diligence on Angel investments. The team will address how best to build companies, cultivate appropriate partnerships and optimize exit strategies. 
02:50-03:20 PMThe Next Generation / Impact Investing Panel
Moderator: Ms.Candice Beaumont, Chief Investment Officer, L InvestmentsWith: Mr. Siddhant Chopra, Third Generation, Niraj Cement Structurals Ltd., Ms. Andrea Catsimatidis, Principal, Red Apple Group, and Chair, the Manhattan Republican Party, Prince Lorenzo de’ MediciMs. Wendy Craft, Chief Operating Officer, Favara LLC
A panel of next generation family leadership with family members discussing personal initiatives and how the legacy of family has helped shape their path and how they have moved beyond the shadow of the patriarchs success to achieve on their own terms. The panel will also discuss the values passed down thru the generations.
03:20-03:50 PMThe Philanthropy Panel
Moderator: Ms. Katherine Hill Ritchie, Director Strategic Development, Nottingham SpirkWith: Ms. Liana KruppPresident & Trustee, The Krupp Family Foundation and Ms. Jhana Senxian, Founder & CEO, The Guild
The New Model for Philanthropy: Engagement and Results: the Krupp Family Foundation Journey to partner with The Guild.
03:50-04:20 PMThat Was Then, This is Now – Mr. Dick Fuld, Former Chair & CEO, Lehman Brothers, and Founder & CEO, Matrix Private Capital Group
04:20-04:40 PMWhy Investing in Miami is a Good Idea/Sure Bet – Ms. Katherine Fernandez Rundle, State Attorney for Miami-Dade
05:00-06:30 PMCocktail Reception sponsored by BDO


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
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


The 2016 Florida Family Office & High Net Worth Conference


Join over 150 of the top high net worth individuals and family office executives in a unique setting brought to you by the producers of the East Coast Family Office conference. Enjoy our first tier conference alongside a series of luxury Art and Lifestyle events throughout the Art Basel week. We at DC Finance always provide our guests with a different kind of wealth management experience. We deliver first tier content, top notch, geographically varied and some of the speakers you never heard before, with the opportunity for family members to meet new peers that one won’t meet anywhere else. This year’s keynote speakers are Mr. Romero Britto, International Artist, Mr. Tomas Pedro Regalado, Mayor of Miami, Mr. Chaim Katzman, Founder & CEO of Gazit Globe and Mr. Bob Diener, Founder of and A Week of Wealth Management, Art and Lifestyle In the heart of one of the world’s most important art happenings,  DC Finance will host its sixth highly praised US wealth management conference at the W South Beach Hotel, a day before the opening of Art Basel and followed by a week of luxury events dedicated to our guests. It’s not the content, attendees and the variety of speakers that make this event one of the more unique events in this field. This is the only art related wealth management event in the world that mixes art and pleasure together with wealth management and family business related topics throughout an entire week that includes special lectures by some of the top names in the art world, yacht parties and special cocktail nights – all week long. Following the conference our guests will enjoy a series of luxury, art and lifestyle  events throughout the Art Basel week including a grand yacht party, a healthy beach brunch, and a variety of satellite events including cocktail parties and VIP previews of leading art exhibitions: Nov 29th 


Nov. 29th,2016 Agenda:

08:00-09:00 AMRegistration and Refreshments
09:00-09:05 AMConference Chair: Mr. Howard Cooper, Cooper Family Office
09:05-09:10 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
09:10-09:30 AMKeynote Speaker: Mr. Tomas Pedro Regalado, Mayor of Miami
09:30-10:10 AMThe High Tech & Innovation Panel – The World of Virtual Reality
This year’s innovation session will focus on the fascinating revival of the Virtual and Augmented Reality worlds. Is the current revival different? Is it here to last? Does the current state of the VR industry provide a great investment opportunity? This year’s panel will analyze the risks and opportunities in one of the hottest and fascinating sectors in the high tech space today – the use of virtual reality technology in medicine.
Moderator: Mr. Matthew Kibble, Founder & CEO, Australy International
Mr. Ed Lantz, President & CTO, Vortex Immersion Media, Mr. Nick Raynes, Producer, Director and Businessman, Mr. Hoyt David Morgan, Director of Development, AOL, Dr. Omar Ahmad, Director of Innovative Engineering, Kata Institute, John Hopkins School of Medicine
10:10-10:30 AMFire chat with Mr. Bob Diener, Founder of and with Ms. Steffania Claiden, Publisher at UltraInvestor
10:30-10:40 AMMr. Ofir Paz, CEO, Cellbuddy
VOCO revolutionizes finding and closing deals for gig and extra work seekers (57M people in the US).
10:40-11:10 AMRefreshment Break
11:10-11:40 AMThe Real Estate Session – Fire chats with The Real Estate Leaders
With Mr. Ezra Katz, Executive Office and Founder, Aztec Group and Mr. Chaim Katzman, Founder & CEO, Gazit Globe with Ms. Wendy Craft, Chief Operating Officer, Favara Family Office
11:40-12:20 PMThe Impact Investment Session
Families who Prosper with Purpose Family offices and next gen family members are increasingly focused on generating social and environmental impact alongside a financial return. The panel will explore ways that families are investing for a positive impact while achieving alpha and not compromising return profiles.
Moderator: Ms. Candice Beaumont, Managing Director and CIO, L Investments
With: Mr. Jason L. Ma. Founder, CEO & Chief Mentor, ThreeEQ, Mr. Sandro Salsano, President, Salsano Group, Ms. Dee Dee Ricks, Founder, MAM, LLC, Ms. Kimberly Agnew, Founder, Board Member, Agnew Family Foundation
The Arts Session
12:20-12:50 PMFire Chat with one the World’s Most Successful Artists – Mr. Romero Britto with Mr. Chris Schembra, Founder & Curator, The 747 Club
12:50-1:50 PMLunch Break
1:50-:15 PMArts Chat with Mr. Michael Fitzpatrick, Founder, Millenia Music, Mr. Chris Schembra, Founder and Curator, the 747 Club, Mr. Gareb Shamus, Artist
Two Global leaders in artistic performance coming together to share thoughts on the importance of compassion and empathy in our world
2:15-2:50 PMThe Single Family Office Panel – Co-Investments, Finding the Next Great Deal and Avoiding Pitfalls
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.
Moderator: Mr. Howard Cooper (SFO)
With: Mr. Michael Rutner, Private Investor & Board Member, ETA Investments LLC, Prof. Michael Sury, CEO, Indorus Holdings (SFO), Mr. John Bennardo, President & CEO, Favara LLC
2:50-3:20 PMThe Next Generation Panel – Challenges, Succession and New Mindset
The Next Gen Panel highlights perspectives from leading Millennials as they share their views, experiences, and perspective on inheritance, wealth transfer, investing, devising a career path, leadership development and integrating wealth with their own aspirations. From sharing their views on topics such as impact investing to social media, Millennials will reveal how their experiences with privilege, succession, family dynamics and wealth transfer have impacted their lives.
Moderator: Ms. Kirby Rosplock, Founder, Tamarind Partners (SFO)
With: Ms. Kate Roberts, Co-Founder, the Maverick Collective,  Ms. Daniella Urrea
3:20-3:50 PMRefreshment Break
3:50-4:30 PMThe Homeland and Cyber Security Panel – New Dangerous World & The Technologies Of the Future
What potential dark clouds are on the horizon that we should be aware of ? what do our experts think about the fate of the European Union? What will happen to world markets if Italy decides to leave on Dec 4?
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
WithMr. Jonathan Conrad, CEO, Founder and Chairman, AdmieMobile, Mr. Christopher Gerritz, Co-Founder, Infocyte

8am – 6pm – The Florida Family Office Conference, The W, Miami Beach

6pm – 8pm – Building Legacy Opening Night Preview, Design Miami

6pm – 8pm – VIP Cocktail at Untitled Art

6pm – 8pm – VIP & Press Preview – Scope Miami

Nov. 30th

09:30am-11:15am – DC Finance’s Healthy Brunch at Manna Life Food

10am-12pm – VIP Preview, Design Miami


6pm – 10pm – Red Dot Miami ‘s Opening Night Preview Party   Dec. 1st 10am – 1pm – VIP Private Preview Brunch at Pulse Miami 5pm to 7pm – VIP lounge and Young Collectors Cocktails at Pulse Miami  Dec. 2nd Cocktail Party at Red Dot Miami

The 2015 Florida Family Office & High Net Worth Conference

In the heart of one of the world’s most important art happenings, DC Finance’s 2nd Florida wealth management conference was held at the Ritz Carlton hotel, a day before the opening of Art Basel and followed by a week of luxury events dedicated to the guests.




The 2014 Florida Family Office & High Net Worth Conference

In the heart of one of the world’s most important art happenings, DC Finance’s first Florida wealth management conference was held at the W hotel, a day before the opening of Art Basel and followed by a week of luxury events dedicated to the guests.

Over 40 speakers took part at the event including: Mr. Philip Levine, Mayor, Miami Beach; Colonel (Ret.) Yigal Carmon, Former Counter Terrorism Advisor to Israel’s Prime Ministers Yitzhak Shamir & Yitzhak Rabin; Mr. Yalkin Demirkaya, Former Detective Commander of Cyber Crimes, NYPD, Ms. Lisa Firestone Von Winterfeldt, Founder Firestone von Winterfeldt Family Fund, Ms. Sara S. Hamilton, Founder and CEO, Family Office Exchange (FOX), Mr. Ezra Katz, CEO and Founder Aztec Group, Inc;  Mr. Scott Black, Founder, President, Delphi Management;  Mr. Walter O’Brien, Founder, Scorpion Computer Services; Ms. Kirby Rosplock, PhD, Author of The Complete Family Office Handbook; Ms. Sylvia Earle, Founder, Mission Blue; Ms. Wendy Craft, Executive Vice President and General Counsel, MFR Equity; Ms. Joanie Bronfman, Consultant on the Emotional Issues of Wealth; Mr. Timothy Smith, President & CIO, Petro Lucrum, Inc.; Mr. Hendrik F. Jordaan, President & CEO, One Thousand & One Voices; Mr. Jacob Solomon, CEO, Greater Miami Jewish Federation; Mr. Charles Garcia, South Florida Chapter Chair, Tiger 21; Mr. W. Temple W. Fennell, MIT Sloan Fellow; Mr. Howard Cooper, CEO, Cooper Family Office; Mr. Ross O’Brien, Director, Fieldstone Equity, Inc.; Mr. Michael Drexler, Senior Director, Head of Investors Industries, World Economic Forum US; Mr. David H. Russell , Principal, Venture Capitalist, Investor; Ms. Steffi Claiden, Founder & CEO of the Family Office Review.