| 08:00 – 09:00 AM | Networking Breakfast | | |
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| 09:00 – 09:10 AM | Opening Remarks | | |
| Denny Chared, Founder & CEO, DC Finance | | |
| Daniella Levine Cava, Mayor Miami Dade County – Recorded | | |
| David C. Bentall, B. Comm., Founding Principal at Next Step Advisors – Moderator | | |
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| 09:10 – 09:30 AM | Panel: Women, Wealth & Impact | | |
| David Homan, CEO, Orchestrated Connecting – Moderator | | |
| Rebecca Nicholson, CEO & Founding Partner, 5D Ventures | | |
| Sylvia Benito, Family Member & SFO | | |
| Naiana Miranda, Family Member & SFO; Principal, MSH Partners | | |
| “We Cannot Solve Our Problems with the Same Thinking We Used When We Created Them” – Albert Einstein. This panel will discuss honouring different perspectives and diversity for better outcomes, unique gifts that women bring to investing, and heart led true impact investing and why it makes a difference. | | |
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| 09:30 – 09:50 AM | Inside St. Jude Children’s Research Hospital | | |
| Sue Harpole, Senior Fellow – Development and Engagement ALSAC, St. Jude | | |
| St. Jude Children’s Research Hospital® is leading the way the world understands, treats, and defeats childhood cancer and other life-threatening diseases. Families never receive a bill from St. Jude for treatment, travel, housing, or food – so they can focus on helping their child live. Because of generous donor support, we can provide children cutting-edge treatments not covered by insurance, at no cost to families. Since St. Jude opened in 1962, the hospital has helped push the overall survival rate from 20% to more than 80 and we won’t stop until no child dies from cancer. | | |
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| 09:50 – 10:00 AM | Skin Surgery Transformed: The Dawn of a New Era | | |
| Dr. Daniela Marino, Co-Founder & CEO, CUTISS | | |
| Envision a future where severe skin damage, from burns to cancer, from scars to trauma, transforms from a lifelong battle to a brief challenge. As climate change intensifies and burn accidents and skin diseases escalate, we stand on the brink of a deep tech revolution. We’re ushering in a new era where skin regeneration isn’t just possible—it’s a promise. | | |
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| 10:00 – 10:10 AM | Global Crossing Airlines | | |
| Ryan Goepel, EVP & CFO, Global Crossing Airlines | | |
| The Global Pandemic was an incredibly disruptive event and nowhere was that more prevalent than in Aviation. Global Crossing Airlines Group was launched in 2020 to take advantage of those opportunities in the domestic and international charter market. Active for over 2 ½ years, Global Crossing has created a platform of 14 aircraft, 700 employees and is poised to continue triple digit revenue growth for the next 3 years. This is our story. | | |
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| 10:10 – 10:30 AM | Panel: Optimizing U.S. Healthcare Expenditure – Addressing Wastage and Ensuring Universal Coverage | | |
| Ankita Narula, Vice President, Akshaya Patra Foundation USA – Moderator | | |
| John Sculley, Former CEO & Chairman of the Board, Apple; CEO, PepsiCo | | |
| Pooja Ika, Founder & CEO, eternalHealth | | |
| Ravi Ika, President & CEO, nirvanaHealth | | |
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| 10:30 – 11:00 AM | Coffee Break | | |
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| 11:00 – 11:20 AM | Fireside Chat | | |
| Mary Ann Thompson-Frenk, Co-Founder & President, The Memnosyne Institute; General Partner, UTF Holdings; Next Gen of the 7-Eleven Family | | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | | |
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| 11:20 – 11:30 AM | Private Credit – The Fastest Growing Alternative Asset Class | | |
| Theodore L. Koenig, Chairman & CEO, Monroe Capital LLC | | |
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| 11:30 – 11:40 AM | The Modern Family Office | | |
| Shaun Eck, Chief Advisory Officer, Quantus Group | | |
| In 2021, John Hancock declared “tax the wealthy” had become the rallying cry of Congress. At the intersection of unique problems and unique solutions, providing families the opportunity to maintain assets on their balance sheet, not the IRS’, has become paramount in helping them fulfill the vision for their wealth. | | |
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| 11:40 – 11:50 AM | Betr Holdings Inc. | | |
| Joey Levy, Founder & CEO, Betr Holdings Inc. | | |
| An overview presentation on Betr, a sports gaming and media company that aims to enhance the consumption of sports. Betr Gaming is solving the problem with the traditional sports betting industry today – complex and intimidating user interfaces – by creating a unique, simplified UI and UX that caters to the casual sports fans that represent 95% of the addressable market. Betr Media has quickly become one of the largest sports media brands in the U.S. and has developed strong brand awareness and affinity through original content, giving Betr Gaming an unfair customer acquisition advantage. | | |
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| 11:50 – 12:00 PM | Intro to Zomedica (NYSE-ZOM) and the Vast and Growing Animal Health Market | | |
| Larry Heaton, Chief Executive Officer, Zomedica | | |
| Mr. Heaton will give an overview of multi-billion dollar global animal health market and walk the audience through ZOMs novel product offering in that market. Speaker will outline to the audience our investment thesis and the opportunity provided to investors. | | |
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| 12:00 – 12:10 PM | Emergence of a New Category in Mainstream Video Games – Fee Based Gameplay for Instant Payouts on all Platforms | | |
| Derek Rathbun, Director & COO, Moxy.io | | |
| Moxy.io is the first and only plug & play solution for the mainstream video game industry that enables game developers and publishers to offer fee-based games modes for instant payouts. Currently, native gameplay within a video game limits players to earning digital rankings and high scores, however there is major market demand for players to play for real stakes. Moxy is the only solution of its kind and will make gameplay for instant payouts as common as online gameplay is today, in a very short amount of time. | | |
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| 12:10 – 12:30 PM | AI Panel: What Every Family Office & Investor Should Know about AI | | |
| Christopher Teas, Managing Partner & Co-Founder, Park South Capital – Moderator | | |
| David Robb, Managing Director, Frontier Group | | |
| Dr. Nicholas Tsinoremas, Founding Director, Miami Institute for Data Science and Computing (IDSC) | | |
| Philip Erdoes, Co-Founder & CEO, Bear Cognition | | |
| AI will transform every walk of life and will likely have a more profound effect on businesses and individuals than the Internet itself. The panel will discuss the most important trends and opportunities in AI that investors and business leaders must know for navigating this enormous wave of technology that is sweeping across the world. | | |
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| 12:30 – 01:30 PM | Lunch | | |
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| 01: 30 – 01:45 PM | Yigal Ozeri and Ethan Cohen talking about Investing in Art | | |
| Yigal Ozeri, Artist | | |
| Ethan Cohen, Gallerist, Art Advisor, Certified Appraiser & Curator | | |
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| 01:45 – 02:15 PM | Panel: Human Trafficking and Child Exploitation | | |
| Al Eskanazy, Family Member, Co-Founder & Chairman, Community-Police Relations Foundation – Moderator | | |
| Jessica Hylton, Co-Founder, Promise Family Pantry | | |
| Bernadette Maher, Detective, Miami Beach Police Department | | |
| Rosanna Cordero-Stutz, Assistant Director, Miami Dade County Police Department | | |
| Ellen Kolos, Special Agent, FBI Miami Crimes Against Children Squad | | |
| A panel of law enforcement, chief assistant State Attorney at the Miami-Dade County State Attorney’s Office, and mental health experts discuss the situation as it pertains to human trafficking and child exploitation. Attendees will walk away with a better understanding of human trafficking, how local government and law enforcement are addressing the problem, and what everyday citizens can do to detect and aid in the fight against human trafficking and child exploitation. | | |
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| 02:15 – 02:35 PM | Panel about Families with Purpose: Investment Allocations that Produce Alpha | | |
| Candice Beaumont, Chief Investment Officer, L Investments – Moderator | | |
| Donald Nelson, Investment Director, AWB Capital | | |
| Mina Lu, CEO, Victoria’s Voice Foundation | | |
| James Korman, Chairman, Korman Family Office, Korman Ventures | | |
| Family Offices have different strategies to produce alpha from LP positions in funds, public equities and direct investments in private equity. Many families have an impact driven mission to achieve returns for social good. | | |
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| 02:35 – 02:55 PM | The Akshaya Patra Panel: Tech as a Tool to Do Good | | |
| Ankita Narula, Vice President, Akshaya Patra Foundation USA – Moderator | | |
| Vinodh Bhat, Co-Founder, Saavn | | |
| Pooja Ika, Founder & CEO, eternalHealth | | |
| Sushil Tuli, Chairman & CEO, Leader Bank | | |
| Neal Shenoy, CEO & Co-Founder, BEGiN and Founding Partner, [212]MEDIA | | |
| Building synergy utilizing technology for positive impact, exploring the symbiotic relationship between technology, scaling, and philanthropy, understanding how technology-driven initiatives address global challenges for mass social impact, and examining tech-driven sustainability initiatives for scaling impact from local to global. | | |
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| 02:55 – 03:10 PM | Fireside Chat: Selling a Multigenerational Family Business | | |
| Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation | | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | | |
| In this fireside chat Todd Litzsinger, former Chairman, CEO & President of Follett Corporation will discuss selling his multigenerational family business and life after running a family business. | | |
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| 03:10 – 03:25 PM | Emotional Intelligence for Family Enterprise | | |
| David C. Bentall, B. Comm., Founding Principal at Next Step Advisors | | |
| We all know family heirs who have been impacted by the “AFFLUENZA” virus, and family businesses that have struggled with the “shirtsleeves-to-shirtsleeves” curse. As a G-3 successor himself, David has wrestled with these challenges personally. Drawing on his award-winning book, his presentation will explore how we can overcome these obstacles by cultivating HUMILITY, PATIENCE, FORGIVENESS, & CRITICAL THINKING, and by learning from such iconic leaders as Benjamin Franklin, John Wooden, Nelson Mandela, and Walt Disney. | | |
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| 03:30 – 04:30 PM | Cocktail Reception | | |
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