| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance | |
| Ankita Narula, Vice President, Akshaya Patra Foundation USA – Conference Moderator | |
| 09:10 – 09:20 AM | The Bridge from Professional to Personal: Breaking through Barriers in Discrete Staffing |
| Starla Smith, President, Household Staffing | |
| Starla Smith, President of Household Staffing, offers insights on selecting staff who are not only professionally skilled but also personally compatible with your lifestyle. Learn how to ensure discretion, loyalty, and efficiency through effective professional-personal matches, leading to household harmony, enhanced productivity, and peace of mind with vetted personnel. | |
| 09:20 – 09:30 AM | The Missing Piece to Your Financial Future: Maximizing Retirement Savings Through Private Mortgage Investing with CMI Financial Group Inc. |
| Dave Tanner, Director, US Investments & Lending, CMI Financial Group Ltd. | |
| Discover how private mortgage investing can transform your retirement strategy. In this insightful session with Dave Tanner, discover why savvy investors are turning to private mortgages for higher yields, reduced risk, and enhanced capital preservation. Learn how partnering with an experienced, full-service firm like CMI Financial Group ensures a seamless investment experience with comprehensive management and monitoring. Private mortgage investments offer the potential to enhance returns while mitigating risk, providing a stabilizing force in your portfolio. This presentation is ideal for anyone looking to boost retirement savings while safeguarding their financial future. | |
| 09:30 – 09:40 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, 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 dramatically be 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. | |
| 09:40 – 10:00 AM | Successful Biotech Investing – Reducing Risk while Increasing Returns |
| Muneer A. Satter, Vice Chairman, Goldman Sachs Foundation & Goldman Sachs Gives; Chairman, Satter Family Foundation | |
| Biotech investing is inherently risky. What are the secrets to reducing risk while increasing returns? | |
| 10:00 – 10:15 AM | Microlending as a Catalyst for Global Financial Inclusion: Bridging Wealth Management and Social Impact |
| Rudolfo Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending | |
| Explore the transformative potential of microlending in driving financial inclusion and creating sustainable wealth in developing economies. This lecture will delve into how wealth managers can incorporate microlending opportunities into diverse investment portfolios, balancing financial returns with significant social impact. Attendees will gain insights into the innovative strategies employed by companies like Positiviti Lending to connect North American capital with high impact microlending initiatives in regions such as Kenya, demonstrating a new frontier in socially responsible investing. | |
| 10:15 – 10:35 AM | Fireside Chat: Balancing Success in Business and Family Office Leadership |
| Wendy Craft, CEO, Elle Family Office – Moderator | |
| Chaz Y. Lazarian, Esq., Family Principle, Elle Family Office | |
| Eti S. Lazarian, MBA, Family Principle, Elle Family Office | |
| This panel will explore the dynamic relationship between operating companies and family offices, highlighting the unique opportunities and challenges that arise when these entities work in tandem. Our experts will discuss strategies for fostering collaboration, aligning objectives, and leveraging synergies to drive growth and operational efficiency. | |
| 10:35 – 11:05 AM | Coffee Break |
| 11:05 – 11:25 AM | U.S. Security and Defense 2024 and Beyond |
| Christopher Teas, Managing Partner, Park South Capital – Moderator | |
| David Robb, Co-Founder, Frontier Group | |
| William Wade, Founder, Sterling Companies | |
| Mark ‘Oz’ Geist, Special Forces Benghazi Operator and Defender | |
| Patrick Crago, Former Cyber-IT Expert, US Government | |
| This panel explores transformative developments in US defense technology, focusing on AI systems, quantum computing, cybersecurity, and space defense innovations. We’ll examine how these emerging technologies are reshaping military capabilities and battlefield integration to maintain America’s technological edge. | |
| 11:25 – 11:35 AM | 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. | |
| 11:35 – 11:45 AM | Private Aviation: The Viable Alternative to Whole and Fractional Aircraft Ownership |
| Joel Fenn, Private Jets Director, Americas, Air Charter Service Inc. | |
| With 20 years of experience in the private aviation industry, John has seen it all. From the 2008 market crash to the bull and bust approach of new companies promising a non-viable digital only experience. Now in his new role, John is taking on the establishment brands by building a customer first Jet Card program. | |
| 11:45 – 12:05 PM | An Alternative Asset Class, Combining Precious Metal with Fine Art |
| Michael Sheppard, Partner & Director of Investor Relations, Treasure Investments Corp dba Foundry Michelangelo | |
| You will have the opportunity to invest in an alternative asset class that outperforms the market consistently. Become part of history in the making by partnering with a company that has the worldwide exclusive rights to create one and one only posthumous originals from the Vatican collection in precious metals such as Michelangelo’s pure silver pieta. | |
| 12:05 – 12:15 PM | Unlocking Lysosomes: Novel Platform to Develop First – and Best-in-Class Treatments for Human Diseases |
| Cuong Do, Founder & Chairman, M6P Therapeutics | |
| Lysosomes are the recycling centers for the body. M6P Therapeutic has created a technology platform to deliver any protein to lysosomes, thereby enabling the ability to treat all ~60 lysosomal storage disorders as well as creating completely new avenues for treating cancers, autoimmune diseases, and many other ailments. | |
| 12:15 – 12:25 PM | The Art of Clean Cruising |
| Artur Poloczanski, Public Relations Director, Sunreef Yachts | |
| Yachting is a luxury, and as such, it should not leave a trace on the environment. Building and using yachts responsibly and in harmony with the elements is an art. Discover the art of clean cruising with Sunreef Yachts. | |
| 12:25 – 12:45 PM | Next-Gen Aspirations in Philanthropy: Empowering Future Leaders to Bridge Tradition, Family Legacy, and Modern Leadership |
| Ankita Narula, Vice President, Akshaya Patra Foundation USA – Moderator | |
| Vinayaka Amin | |
| Komal Patel, Founder & CEO, Vinayaka Hospitality | |
| This session will explore how next-gen leaders in philanthropy are blending family traditions with modern leadership to innovate and expand their impact, guided by mentorship and purpose. It will focus on how they are shaping the future of philanthropy while honoring their family legacy and values. | |
| 12:45 – 01:35 PM | Lunch |
| 01:35 – 01:40 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:40 – 01:50 PM | Redefining Agriculture: A Blueprint for Global Food Security |
| Dennis Levine, Founder & CEO, Water Garden Farms LLC | |
| In a world confronting climate change and depleting resources, we must revolutionize our approach to food production to feed a growing population. At Water Garden Farms, we’re not just farming—we’re cultivating change and setting a standard for mass transformation by delivering unparalleled ROI to consumers, retailers, shareholders, and the planet. A sustainable future depends on our creativity, integrity, and innovative models that drive adoption in capital markets. | |
| 01:50 – 02:00 PM | Collective Bargaining |
| Joe Berko, CEO & Founder, Astor Realty Capital | |
| The Power of Pulling Capital Together to achieve better collective results. | |
| 02:00 – 02:10 PM | African Family Offices as a Catalyst for Continental Growth and Prosperity |
| Alan Assibey, Founder, Blackmore LLC | |
| This lecture explores the critical role African family offices play in driving economic growth and prosperity across the continent. By strategically investing in infrastructure, supporting entrepreneurship, enhancing regional trade, and advancing technology, these family offices are shaping Africa’s future. Attendees will gain insight into how these influential entities are accelerating development and fostering long-term, sustainable growth. | |
| 02:10 – 02:55 PM | Why Culture Drives Everything – Business, Philanthropy and Even Family |
| Carol Lavin Bernick, The Lavin Family Foundation; Former Chairwoman, Alberto Culver | |
| Debbie Grinnell, Director, Lavin Family Foundation- Moderator | |
| Alberto Culver soared competing against industry giants Procter & Gamble, Unilever and L’Oréal, surging ahead with the fastest growing hair care brands. Even before corporate culture became a widely recognized priority, Harvard Business Review took notice and covered the company’s transformative cultural shift and resultant profitability. Discover Carol’s pivotal role in steering the culture change made at Alberto Culver, and how she has since woven those invaluable experiences into her philanthropy, board positions, and her family’s core values, too. | |
| 02:55 – 03:05 PM | Aleph Farms: a Leader in Cultivated Meat |
| Didier Toubia, Co-Founder & CEO, Aleph Farms | |
| Aleph Farms is a cellular agriculture pioneer. We use cow cells to directly make quality animal-based products with a fraction of the environmental impact, while improving food security and animal welfare. Aleph Cuts is the first cultivated beef product worldwide to receive regulatory approval. The Company’s core business addresses a global $1.8 trillion market for animal proteins, driven by population growth, rising incomes, urbanization, and cultural preferences. | |
| 03:05 – 03:25 PM | Direct Investments and Co Investments with Leading Global Family Offices |
| Candice Beaumont, Chief Investment Officer, L Investments – Moderator | |
| Patrick O’Meara, Founder & CEO, Patrick Ventures | |
| Ken Lin, SVP of Innovation and Global Investment; Charoen Pokphand Group | |
| Michael Marianer, Partner, CFO (Family Office) | |
| James Korman, Chairman, Korman Family Office, Korman Ventures | |
| J. Alan Reid Jr, President & Director, Arista Group | |
| Across the globe family offices are increasing exposures to direct investments versus funds. Advantages of gaining more control over their portfolio, enhance long-term value creation, and popular sectors for alpha from credit, real estate and private equity and when fund manager allocation versus direct investing in preferable. | |
| 03:25 – 03:45 PM | Coffee Break |
| 03:45 – 04:05 PM | Creativity from SRI’s, Non-profit / For-profit Hybrid Strategies to the Arts: Impactful Innovation |
| Mary Ann Thompson-Frenk, Co-Founder & President, The Memnosyne Institute; General Partner, UTF Holdings; Next Gen of the 7-Eleven Family | |
| Kalu K. Ugwuomo Jr, Co-Founder, UTF Holdings LLC | |
| 04:05 – 04:20 PM | Converting Waste into Sustainable Solutions in a Profitable Way |
| Edward Rodriguez, CEO, BPN Capital Group | |
| Theo Ratliff, President, Ratliff Enterprises Inc. | |
| Nathaniel Morgan III | |
| Transforming plastic waste into sustainable aviation fuel and municipal solid waste into electricity. | |
| 04:20 – 04:40 PM | Entrepreneurship & Technology: Threats and Opportunities During the Upcoming Disruptions |
| Rolando Gadala-Maria, Founder & CEO, Visage Capital Group – Moderator | |
| Consuelo Vanderbilt, Co-Founder & CEO, SohoMuse | |
| Jesse Stein, CEO, Hermetic AI; 3X Exited Tech Entrepreneur | |
| Miles Spencer, Investor; Founder & Host, MoneyHunt | |
| 04:40 – 05:00 PM | A Conversation on Human Trafficking and Child Exploitation |
| Al Eskanazy, President & CEO, Community-Police Relations Foundation – Moderator | |
| Bernadette Maher, Detective, Miami Beach Police Department | |
| Gloria Martinez, Executive Director, The Family Tree of Life Center Inc. | |
| Cindy Barrois, Special Agent, South Florida & Criminal Task Force Miami-Dade County | |
| A panel of law enforcement 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. | |
| 05:00 – 05:20 PM | Safeguarding America: Innovation and Intelligence in the Fight Against Violent Extremism |
| Derek Knapp, Purple Heart Award Recipient, Army Ranger | |
| Phil Weed, Distinguished Senior Strategic OSINT Analyst, & Clarion Project CIN Branch Chief for the Islamic Extremism Branch | |
| John Harbaugh, Former Senior Executive Service (SES) Leader, United States Digital Initiative | |
| This panel will explore how cutting-edge technology and expert OSINT analysis are being used to expose, reduce, and prevent violent extremism before it strikes. Our elite team collaborates with law enforcement to deliver actionable intelligence that saves lives, with a special focus on protecting vulnerable communities and children. Learn how our rapid-response capabilities and unique partnerships are making a critical difference in safeguarding the American people. | |
| 05:20 – 06:20 PM | Cocktail Hour |
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