The 2025 Florida Family Office & High Net Worth Conference
| 08:00 – 09:00 AM | Networking Breakfast | |||
| 09:00 – 09:05 AM | Opening Remarks | |||
| Denny Chared, Founder & CEO, DC Finance | ||||
| Amanda Reed, Chief Investment Officer in Residence, Loeb Enterprises – Conference Moderator | ||||
| 09:05 – 09:20 AM | Reinventing Education for the 21st Century Through AI | |||
| James W. Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC | ||||
| Education is the cornerstone of progress. As a global business leader, philanthropist, educator, and CEO of two Fortune 500 companies, I’ve witnessed firsthand the power of scalable technology and its ability to drive change. That’s why I’m passionate about revolutionizing education by harnessing the transformative potential of technology. | ||||
| 09:20 – 09:30 AM | Automating Wisdom: Institutional Memory That Endures | |||
| Omino Gardezi, Founder & CEO, MindArk; Exec. Board Member, United Nations Museum; Board Member, Scientia VC | ||||
| Family offices and enterprises lose trillions in unrecorded know-how each year. MindArk builds AI systems that preserve and activate that wisdom—turning human expertise into living intelligence. Its ECHO and PULSE platforms capture, harmonize, and operationalize insight for generational continuity. | ||||
| 09:30 – 09:40 AM | The opportunity of investing in Israeli Cyber Security by AlphaDrive Ventures | |||
| Yaron Elad, Founder and Managing Partner Alpha Drive Ventures | ||||
| An insider’s view into the AI-Cybersecurity innovation nexus is reshaping global tech markets and creating exceptional investment opportunities. Israel continues to generate category-leading cyber companies with standout returns, while AI rapidly transforms both the threat landscape and the defense stack. We’ll outline the sector’s strong liquidity dynamics and the drivers of value creation, and show how AlphaDrive Ventures is positioned to capture this moment through a differentiated US–Israel platform that accesses top founders and accelerates commercialization in the US market. | ||||
| 09:40 – 09:50 AM | 10 Minutes Decides The Story – Cyber Resilience for Family Offices | |||
| Sean Trudeau, Vice President of Business Development, ITPartners+ | ||||
| In today’s digital world, the first ten minutes of a cyberattack can determine the outcome for your family office. This session reveals what really happens in those critical moments, how attackers move fast, what’s at risk, and the simple, actionable steps leaders can take to protect assets and reputation. You’ll leave with a practical playbook and five key questions to ask your team on Monday, ensuring your family office is ready to respond with confidence and control. | ||||
| 09:50 – 10:00 AM | ||||
| The LandQuire Method: Data-Driven Land Investing in High-Growth U.S. Markets | ||||
| Romain Daniellou, Co-Founder & COO, LandQuire | ||||
| This lecture presents the LandQuire method of sourcing, underwriting, and entitling land in high-growth U.S. counties. Through the example of Portfolio 17, we explain how data, zoning strategy, and institutional processes combine to generate attractive returns. Attendees will see how disciplined entitlement unlocks value unseen in traditional real estate models. | ||||
| 10:00 – 10:10 AM | The Psychology of Wealth: Navigating Family Dynamics and Decision-Making | |||
| Dr. Lance Garrison, Dean of the College of Professional Psychology, The Chicago School | ||||
| High-net-worth families face unique emotional and developmental challenges that can influence financial decision-making and family well-being. This presentation will examine how different life stages shape family needs and priorities, the ways early cognitive and emotional changes may affect financial choices, and the importance of proactive assessment and intervention. Drawing on clinical expertise and research, the session will highlight how psychologists can partner with family offices to provide insight, mediation, and guidance that support resilience, collaboration, and healthy family functioning. | ||||
| 10:10 – 10:20 AM | Tax Benefits and Income via Oil and Gas Drilling | |||
| Richard Loomis, CEO, Eagle Eye Funds | ||||
| Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | ||||
| 10:20 – 10:40 AM | Fireside Chat | |||
| Anousheh Ansari, CEO, XPRIZE Foundation | ||||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||||
| 10:40 – 11:00 AM | Coffee Break I | |||
| 11:00 – 11:10 AM | Deploying Smart Gifting Now So Future Generations Can Succeed | |||
| Lee Conti – Partner, CPS Private Client Solutions | ||||
| With the passage of the One Big Beautiful Bill Act (OBBBA) on July 4th, families now have long-awaited clarity for long-term financial legacy. And with clarity comes opportunity—the opportunity to use the tax code strategically so that more wealth is preserved for children, grandchildren, philanthropy, and the causes that matter most, rather than lost to estate taxes. This session will highlight proactive, adaptable strategies designed to help families transfer wealth with purpose, safeguard future opportunities, and strengthen the financial wellbeing of generations to come. Congress has acted—now it’s time for families to act as well, putting plans in place that protect legacy and empower the next generation. | ||||
| 11:10 – 11:20 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer | |||
| Jonathan P. Northrup, Co-Founder & CEO, Stingray Therapeutics Inc. | ||||
| If you are diagnosed with metastatic colorectal cancer, you odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can be dramatically improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. | ||||
| 11:20 – 11:35 AM | The Future of Generational Wealth: Bitcoin-Denominated Life Insurance | |||
| Jason Leibowitz, Head of Business Development, Meanwhile | ||||
| Bitcoin-denominated whole life insurance delivers tax-efficient growth, wealth preservation, and seamless generational transfer. Integrated with trusts and estate plans, it provides liquidity through policy loans—without selling Bitcoin or triggering taxes. This proven structure solves the liquidity, tax, and legacy challenges facing long-term wealth holders. | ||||
| 11:35 – 11:45 AM | Sea Forrest Maritime Green Solutions | |||
| George Lee, Founder & CEO, Sea Forrest | ||||
| A Singapore-based solutions provider offering green technologies for the maritime and offshore industry. Our innovative and cost-effective solutions are built on in-house developed marinized energy storage systems, propulsion control systems, and marine charging systems. | ||||
| 11:45 – 12:00 PM | Technological Advancements Enabling a New Wave of Connectivity | |||
| Mike McAlister, Founder & Principal, Raintree Capital Management | ||||
| Audio Technology and Opportunities for Family Offices | ||||
| 12:00 – 12:20 PM | Mudita Venture Partners: A venture fund with a soul | |||
| Josh Linkner, Co-founder & Managing Partner, Mudita Venture Partners | ||||
| Learn about the unique approach of this top-performing venture fund, comprised of proven founders and execs who are setting new standards in venture innovation and risk mitigation while optimizing liquidity and returns. | ||||
| 12:20 – 12:35 PM | One Father’s Mission to Shatter the Addiction Crisis | |||
| Gary Mendell, Founder, HEI Hotels & Resorts; Founder & Chairperson Emeritus, Shatterproof | ||||
| In this deeply personal and powerful talk, Gary Mendell shares the story behind founding Shatterproof, a national nonprofit dedicated to ending the addiction crisis. Motivated by the loss of his son Brian, Gary turned grief into action, mobilizing families, policymakers, and communities to transform addiction treatment, eliminate stigma and educate and empower communities. His journey is a testament to the impact one determined parent can have on millions of lives. | ||||
| 12:35 – 01:20 PM | Lunch | |||
| 01:20 – 01:25 PM | Introduction to the Family Office Circle | |||
| Denny Chared, Founder & CEO, DC Finance | ||||
| 01:25 – 01:35 PM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong | |||
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | ||||
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | ||||
| 01:35 – 01:55 PM | Fireside Chat with Jack Gance, Founder of Australia’s largest Pharmacy (Drug store) chain with market cap of over $35 Billion | |||
| Jack Gance, Co-Founder, Chemist Warehouse – Australia’s Largest Pharmacy | ||||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||||
| 01:55 – 02:10 PM | Interfamily Conflict & Disputes | |||
| Steve Blonder, Principal, Management Committee Member & Much Community Chair, Much Shelist, P.C. | ||||
| The emotional closeness between family members can provide a source of support when running a family office, but it can also lead to increased tension when disagreements arise. Long-standing interpersonal relationships can escalate these disagreements to the point of putting the business at risk. Join us to discuss how to navigate complex familial disputes and successfully mediate conflict to avoid litigation. | ||||
| 02:10- 02:20 PM | Identifying Geopolitical Investment Risks & Opportunities | |||
| Rodger Baker, Senior Geopolitical Analyst, Periplous | ||||
| Denise Holzer, Managing Partner, OpenMind Capital – Moderator | ||||
| 02:20 – 02:30 PM | How to Panic: The Science of Building Unbreakable Portfolio Protection | |||
| Daniel Gelernter, Director of AI, R.G. Niederhoffer Capital Management | ||||
| When markets crashed on “Liberation Day” 2025, most “protective” strategies failed spectacularly, because they weren’t built to handle what actually happens when markets panic—they were built for textbook scenarios that never occur. Join us for an eye-opening talk that challenges everything you think you know about portfolio protection and reveals why most defensive strategies fail precisely when you need them most. | ||||
| 02:30 – 03:00 PM | Family Office Panel | |||
| Amanda Reed, Chief Investment Officer in Residence, Loeb Enterprises – Moderator | ||||
| Steve Platz, President & CEO, Dickinson Fuel Company, Inc. | ||||
| Anna Maria Nekoranec, CEO of Align Private Capital | ||||
| Grace Webster, Family Office Director at Total Wine & More | ||||
| Tracy Wong, Founder, Averell | ||||
| Leading family office executives share their strategies for direct investing in venture and private equity, highlighting how they work together to elevate deal flow, leverage each family’s strengths, and create top returns. | ||||
| 03:00 03:30 PM | Coffee Break II | |||
| 03:30 – 03:40 PM | Reputational Security: Why Brands Matter? | |||
| Ido Aharoni Aronoff, Advisor & Investor | ||||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | ||||
| 03:40 – 03:50 PM | The Intersection of Art, Identity, and Nature | |||
| Yigal Ozeri, Artist | ||||
| Yigal Ozeri will explore the convergence of art history, psychology, and nature in his photorealistic portraiture. Through his cinematic oil paintings, Ozeri brings life to the emotional connection between his subjects and the landscapes they inhabit, prompting a deeper conversation on the power of authentic experience and the connection between reality and fantasy. | ||||
| 03:50 – 04:05 PM | Fireside Chat | |||
| Alexander Pissios, Founder, Alecko Capital; Former President & CEO, Cinespace Chicago Film Studios | ||||
| Steve Blonder, Principal, Management Committee Member & Much Community Chair, Much Shelist, P.C. – Moderator | ||||
| 04:05 – 04:25 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||||
| Joe LeBas, President & Managing Director, Concorde Group Holdings LLC | ||||
| Adam Kessner, Principal, Kessner Real Estate Investments | ||||
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | ||||
| Colby Kash, Co-Founder & CEO, Camelot BioCapital | ||||
| 04:25 – 04:45 PM | A Conversation on Human Trafficking and Child Exploitation | |||
| Al Eskanazy, President & CEO, Community-Police Relations Foundation – Moderator | ||||
| Dr. Jarrod Sadulski, Ph.D, Sadulski Enterprises | ||||
| Ali Hopper, Sadulski Enterprises | ||||
| 04:45 – 05:05 PM | From Generation to Generation | |||
| Adil Adi, Founder & Executive Chairman of Worldlink | ||||
| Piran Adi, Partner at Hyperlink | ||||
Founder and Executive Chairman of WorldLink, Adil Adi, joins his son Sarosh Adi — Co-Founder and Partner at Hyperlink — for a candid conversation on the evolution of their family office, the growth of their family business, and the transition from one generation to the next. | ||||
| 05:05 – 05:45 PM | Cocktail | |||
Our Social Medias:
