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December 2nd, 2024

The Fontainebleau Miami Beach

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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