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December 2nd, 2024

The Fontainebleau Miami Beach

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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