The 2026 Dallas Family Office Conference

Marcia is Executive Director, Family Office Coverage – IB, Sales & Trading at Texas Capital. She is primarily focused on family office coverage and regularly produces invite-only conferences for family offices to facilitate networking, relationships and dealmaking in the private dealmaker community.

Marcia joined Texas Capital in December 2025. Prior, she was a Managing Director and Head of the Family Office Division with Freedom Capital Markets, a boutique investment bank. Marcia has also previously served as a Managing Director and Head of Business Development for ShareNett, a members-only global network of professional investors, and at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. Over the past 20 years, Marcia has developed a strong network of private families, institutional investors and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

Marcia earned a Bachelor of Arts from Southern Utah State College and a Master of Business Administration from the Gabelli School at Fordham University. She holds Series 7 and 63 licenses.

Marcia serves on the global board of the Association of Corporate Growth and the board of ACG’s New York chapter, where she co-chairs the Family Office Committee. She is past chairman of the board of Kinect Capital and serves on the board of University Impact. She is a member of The DealmakeHers and 100 Women in Finance. Marcia received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women in middle-market dealmaking. She was honored with the 2017 ACG-NY Women of Leadership Award.

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Rebecca Stehle is an accomplished energy executive with deep experience across the technical, operational, and financial dimensions of the oil and gas industry. She is the Founder and CEO of a new energy venture called Aquaerial, focused on non-operated oil and gas investments that leverage technology and data-driven insights to enhance capital efficiency and decision-making.

Previously, Rebecca served as Director of Business Development at Arc57, a Houston-based family office investing in upstream and oil field service opportunities. In that role, she led deal origination, valuation, and negotiation efforts, identifying strategic partnerships and acquisitions that advanced the firm’s portfolio in the Permian Basin and beyond.

Before joining Arc57, Rebecca spent nearly a decade at ExxonMobil, where she held progressive leadership roles in reservoir engineering and simulation. As a Technical Team Lead and later Reservoir Engineering Supervisor for the Permian asset, she directed multidisciplinary teams focused on maximizing production and reserves through advanced modeling and analytics.

In addition to her corporate experience, Rebecca served eight years as a Lieutenant in the U.S. Navy, where she was a Direct Commission Engineering Duty Officer. Her time in uniform strengthened her resilience, discipline, and ability to lead under pressure—qualities that continue to define her leadership approach today.

Rebecca holds a Ph.D. in Chemical Engineering from Cornell University and a B.S. in Chemical Engineering from Northwestern University. She is also a graduate of St. John’s School in Houston.

Outside of her professional pursuits, Rebecca is deeply engaged in her community. She serves on the Vestry at St. John the Divine Episcopal Church and the Board of The Briar Club, and is an active member of the Society of Petroleum Engineers (SPE).

A native Houstonian, Rebecca is passionate about innovation in energy, empowering women in STEM, and integrating technology into traditional upstream investing. She enjoys flying, traveling, and spending time with her husband and three daughters.

John Roby is the Managing Partner of Mountainside Energy Partners, a private oil and gas investment manager he launched in May 2025. Mountainside manages multiple investment vehicles focused on acquiring and operating oil and gas assets, with current holdings in Western Oklahoma, the Texas Panhandle, and South Texas.

Prior to forming Mountainside, John served as CEO of CPX Energy, a family office–backed operating company focused in the Permian Basin. He was also a founding member of private equity–backed companies Teal Natural Resources, Verde Royalty Partners, and Titanium Exploration Partners, and previously worked as an investment professional at Congruent Investment Partners and Highland Capital Management.

John began his career at Occidental Petroleum, where he held multiple engineering roles focused on the Wilmington Field in Long Beach, California.

He currently serves as an Advisory Member of Origin Minerals, LLC, a metals mining start-up, and as Treasurer of the Dallas Producers Club. He previously served on the Board of Directors of the non-profit ChandlerSpeaks and has received multiple industry recognitions, including Oil & Gas Investor’s Forty Under 40 and EY Entrepreneur of the Year Finalist, Southwest Region.

John holds a B.S. in Mechanical Engineering, with honors, from the University of Texas, and an M.B.A. from Harvard Business School.

Mr. Schmidt is a Partner and Chief Operating Officer of Juniper and serves as a member of the Investment Committee.  Mr. Schmidt has over 20 years of experience in the Energy Industry and has been involved in the formation and management of over ten private energy companies over his career.  Mr. Schmidt currently serves as the Chairman of the Board for PEDEVCO Corp (NYSE:  PED), a publicly-traded exploration and production company focused in the Rocky Mountains.  Mr. Schmidt also serves on the board of directors of several of Juniper’s other portfolio companies.  Mr. Schmidt formerly served on the board of directors of Ranger Oil Corporation, a formerly publicly-traded oil and gas company, where he was also chair of the compensation committee. Prior to joining Juniper, Mr. Schmidt served as a portfolio manager and fundamental analyst for Whiteside Energy (“Whiteside”), a Houston-based hedge fund.  At Whiteside, Mr. Schmidt was responsible for managing portfolios in natural gas and electricity markets across all regions of the United States, as well as playing an instrumental role in the firm’s analytical efforts of the natural gas and electricity markets. Prior to Whiteside, Mr. Schmidt worked at Citigroup Energy in Houston as a natural gas and electricity trader. Mr. Schmidt received a B.S. in Finance from the University of Notre Dame.

Rudolfo Beltran Jr brings over three decades of sales and marketing expertise to his role as Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending. His extensive experience, including a significant tenure within the Beer Industry as well as other CPG brands, has honed his skills in developing and executing strategic marketing initiatives and building lasting client relationships.

At Positiviti Lending, Rudolfo plays a pivotal role in bridging North American capital with impactful microlending opportunities in Kenya. His leadership in capital acquisition is instrumental in fueling the company’s mission to provide accessible financial services to underserved communities.

Rudolfo’s proven track record in sales and marketing, combined with his passion for financial inclusion, makes him a driving force behind Positiviti Lending’s growth and success. His expertise in CRM strategies ensures that the company maintains strong connections with both investors and clients, fostering trust and long-term partnerships.

With a keen understanding of both traditional and alternative investment landscapes, Rudolfo is at the forefront of Positiviti Lending’s efforts to innovate in the microlending space and create meaningful social impact through sustainable financial solutions.

Harry brings over 13 years of experience in cross-border policy and regulatory strategy, with deep expertise in U.S. frameworks including CFIUS. He specializes in navigating complex regulatory environments across the U.S., Europe, and China, enabling the firm to structure and execute investments in highly regulated and strategically sensitive markets. Harry plays a critical role in de-risking transactions and ensuring alignment with government priorities across jurisdictions.

Andreas Bremer joined International Capital LLC as Chief Financial Officer in October 2002. Since then, he has assumed extensive leadership roles and ultimately acquired full ownership of the company. He brings more than 30 years of financial and general management experience with extensive knowledge of corporate finance and commercial lending. He holds a designation as a Certified Commercial Investment Member (CCIM). As a former banker, German-educated lawyer, and corporate finance consultant, Andreas provides immense depth and breadth to International Capital’s management team. A native of Germany, he is now an American Citizen and conducts business in both German and English. Since 2007, Andreas has served as independent director and chair of the Special Committee on the board of Lightstone Value REIT Plus V. In 2014, he was awarded the “Outstanding Directors Award” of the Dallas Business Journal for North Texas public companies for his work on this board. Andreas served as the Honorary Consul of Germany in Dallas until 2025, a position he held for eight years. He is also a member of the Investment Committee for the Endowment of Wartburg Lutheran Seminary in Dubuque, Iowa. Andreas is a licensed broker in the state of Texas.

Cory Crowley serves as the Executive Vice President of the National Medal of Honor Museum Foundation. In his current role, Cory oversees all internal and external messaging, public affairs, community relations, government relations, corporate governance, branding, and development, as well as the approval and site selection for the National Medal of Honor Monument in Washington, DC. Cory’s professional career began as part of George W. Bush’s successful presidential campaign in 2000 and eventually to a 10-year career on Capitol Hill as a senior aide to United States Senator Chuck Grassley of Iowa. After leaving public service, he founded a Washington, DC based public relations firm in which capacity he has served as a trusted advisor and strategist to many prominent companies, brands, and individuals including Microsoft, UPS, Reed Elsevier, the Aids Healthcare Foundation, Governor John Kasich, Governor John Huntsman, Senator Chuck Grassley, and many others. He has also founded and consulted for several successful start-ups. Additionally, Cory helped the effort which led to the successful recovery and restoration of the historic USS Iowa Battleship turning it into a prominent maritime museum anchored in San Pedro, California. Cory continues to appear regularly as a public policy and political annalist on many global news programs including CTV Canada, Asharq Dubai, Al-Ghad London, and the BBC.

For conspicuous gallantry and intrepidity in action at the risk of his life above and beyond the call of duty. Capt. Jacobs (then 1st Lt.), Infantry, distinguished himself while serving as assistant battalion adviser, 2d Battalion, 16th Infantry, 9th Infantry Division, Army of the Republic of Vietnam. The 2d Battalion was advancing to contact when it came under intense heavy machine-gun and mortar fire from a Viet Cong battalion positioned in well-fortified bunkers. As the 2d Battalion deployed into attack formation, its advance was halted by devastating fire. Capt. Jacobs, with the command element of the lead company, called for and directed air strikes on the enemy positions to facilitate a renewed attack. Due to the intensity of the enemy fire and heavy casualties to the command group, including the company commander, the attack stopped and the friendly troops became disorganized. Although wounded by mortar fragments, Capt. Jacobs assumed command of the allied company, ordered a withdrawal from the exposed position, and established a defensive perimeter. Despite profuse bleeding from head wounds which impaired his vision, Capt. Jacobs, with complete disregard for his safety, returned under intense fire to evacuate a seriously wounded adviser to the safety of a wooded area where he administered lifesaving first aid. He then returned through heavy automatic-weapons fire to evacuate the wounded company commander. Capt. Jacobs made repeated trips across the fire-swept, open rice paddies, evacuating wounded and their weapons. On three separate occasions, Capt. Jacobs contacted and drove off Viet Cong squads who were searching for allied wounded and weapons, single-handedly killing three and wounding several others. His gallant actions and extraordinary heroism saved the lives of one U.S. adviser and 13 allied soldiers. Through his effort the allied company was restored to an effective fighting unit and prevented defeat of the friendly forces by a strong and determined enemy. Capt. Jacobs, by his gallantry and bravery in action in the highest traditions of the military service, has reflected great credit upon himself, his unit, and the U.S. Army.

MEDAL OF HONOR ACTION: DESPITE SUSTAINING A SERIOUS HEAD WOUND FROM ENEMY SHRAPNEL, THEN 1ST LIEUTENANT JACOBS TOOK COMMAND OF HIS COMPANY AFTER HIS COMMANDER HAD BEEN SERIOUSLY WOUNDED HIMSELF. HE REORGANIZED HIS COMPANY AND ESTABLISHED A DEFENSIVE PERIMETER TO PREPARE FOR A COUNTERATTACK. AFTERWARD, 1ST LT. JACOBS DASHED ACROSS AN OPEN RICE PADDY, BRAVING WITHERING ENEMY FIRE TO RESCUE AND TREAT HIS WOUNDED SOLDIERS. ON THREE SEPARATE OCCASIONS, CAPT. JACOBS DROVE OFF VIET CONG SQUADS WHO WERE SEARCHING FOR ALLIED WOUNDED AND WEAPONS, SINGLE-HANDEDLY KILLING THREE AND WOUNDING SEVERAL OTHERS. HIS GALLANT ACTIONS AND EXTRAORDINARY HEROISM SAVED THE LIVES OF ONE U.S. ADVISER AND 13 ALLIED SOLDIERS.

Marcia is Executive Director, Family Office Coverage – IB, Sales & Trading at Texas Capital. She is primarily focused on family office coverage and regularly produces invite-only conferences for family offices to facilitate networking, relationships and dealmaking in the private dealmaker community.

Marcia joined Texas Capital in December 2025. Prior, she was a Managing Director and Head of the Family Office Division with Freedom Capital Markets, a boutique investment bank. Marcia has also previously served as a Managing Director and Head of Business Development for ShareNett, a members-only global network of professional investors, and at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. Over the past 20 years, Marcia has developed a strong network of private families, institutional investors and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

Marcia earned a Bachelor of Arts from Southern Utah State College and a Master of Business Administration from the Gabelli School at Fordham University. She holds Series 7 and 63 licenses.

Marcia serves on the global board of the Association of Corporate Growth and the board of ACG’s New York chapter, where she co-chairs the Family Office Committee. She is past chairman of the board of Kinect Capital and serves on the board of University Impact. She is a member of The DealmakeHers and 100 Women in Finance. Marcia received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women in middle-market dealmaking. She was honored with the 2017 ACG-NY Women of Leadership Award.

With 30+ years of experience in ultra-high net worth wealth management, Rob co-founded and led Eton Advisors, the highly successful multi-family office that initially developed the AtlasFive platform. Rob’s passion for systems development and client service led him to establish Eton Solutions as a technology and services provider to the ultra-high net worth office.

Prior to Eton, Rob held key roles at the UBS Multi-Family Office Group, the Private Asset Management Group at NC Trust Company, Arthur Andersen, and Price Waterhouse.

Mr. Schmidt is a Partner and Chief Operating Officer of Juniper and serves as a member of the Investment Committee.  Mr. Schmidt has over 20 years of experience in the Energy Industry and has been involved in the formation and management of over ten private energy companies over his career.  Mr. Schmidt currently serves as the Chairman of the Board for PEDEVCO Corp (NYSE:  PED), a publicly-traded exploration and production company focused in the Rocky Mountains.  Mr. Schmidt also serves on the board of directors of several of Juniper’s other portfolio companies.  Mr. Schmidt formerly served on the board of directors of Ranger Oil Corporation, a formerly publicly-traded oil and gas company, where he was also chair of the compensation committee. Prior to joining Juniper, Mr. Schmidt served as a portfolio manager and fundamental analyst for Whiteside Energy (“Whiteside”), a Houston-based hedge fund.  At Whiteside, Mr. Schmidt was responsible for managing portfolios in natural gas and electricity markets across all regions of the United States, as well as playing an instrumental role in the firm’s analytical efforts of the natural gas and electricity markets. Prior to Whiteside, Mr. Schmidt worked at Citigroup Energy in Houston as a natural gas and electricity trader. Mr. Schmidt received a B.S. in Finance from the University of Notre Dame.

Marcia is Executive Director, Family Office Coverage – IB, Sales & Trading at Texas Capital. She is primarily focused on family office coverage and regularly produces invite-only conferences for family offices to facilitate networking, relationships and dealmaking in the private dealmaker community.

Marcia joined Texas Capital in December 2025. Prior, she was a Managing Director and Head of the Family Office Division with Freedom Capital Markets, a boutique investment bank. Marcia has also previously served as a Managing Director and Head of Business Development for ShareNett, a members-only global network of professional investors, and at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. Over the past 20 years, Marcia has developed a strong network of private families, institutional investors and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

Marcia earned a Bachelor of Arts from Southern Utah State College and a Master of Business Administration from the Gabelli School at Fordham University. She holds Series 7 and 63 licenses.

Marcia serves on the global board of the Association of Corporate Growth and the board of ACG’s New York chapter, where she co-chairs the Family Office Committee. She is past chairman of the board of Kinect Capital and serves on the board of University Impact. She is a member of The DealmakeHers and 100 Women in Finance. Marcia received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women in middle-market dealmaking. She was honored with the 2017 ACG-NY Women of Leadership Award.

Rory has over 25 years’ experience in private equity, banking and operational management. Prior to Columna, he was a Partner at ESO Capital, an Executive Director at D.B. Zwirn and the CFO/co-founder of Surplex. He started his career in investment banking at Goldman Sachs.

Rory holds a BA (Hons) from Trinity College Dublin and a Masters in Management from ESCP Europe (Paris, Oxford, Berlin). He is fluent in English, French, German and Spanish.

Rebecca Stehle is an accomplished energy executive with deep experience across the technical, operational, and financial dimensions of the oil and gas industry. She is the Founder and CEO of a new energy venture called Aquaerial, focused on non-operated oil and gas investments that leverage technology and data-driven insights to enhance capital efficiency and decision-making.

Previously, Rebecca served as Director of Business Development at Arc57, a Houston-based family office investing in upstream and oil field service opportunities. In that role, she led deal origination, valuation, and negotiation efforts, identifying strategic partnerships and acquisitions that advanced the firm’s portfolio in the Permian Basin and beyond.

Before joining Arc57, Rebecca spent nearly a decade at ExxonMobil, where she held progressive leadership roles in reservoir engineering and simulation. As a Technical Team Lead and later Reservoir Engineering Supervisor for the Permian asset, she directed multidisciplinary teams focused on maximizing production and reserves through advanced modeling and analytics.

In addition to her corporate experience, Rebecca served eight years as a Lieutenant in the U.S. Navy, where she was a Direct Commission Engineering Duty Officer. Her time in uniform strengthened her resilience, discipline, and ability to lead under pressure—qualities that continue to define her leadership approach today.

Rebecca holds a Ph.D. in Chemical Engineering from Cornell University and a B.S. in Chemical Engineering from Northwestern University. She is also a graduate of St. John’s School in Houston.

Outside of her professional pursuits, Rebecca is deeply engaged in her community. She serves on the Vestry at St. John the Divine Episcopal Church and the Board of The Briar Club, and is an active member of the Society of Petroleum Engineers (SPE).

A native Houstonian, Rebecca is passionate about innovation in energy, empowering women in STEM, and integrating technology into traditional upstream investing. She enjoys flying, traveling, and spending time with her husband and three daughters.

With 30+ years of experience in ultra-high net worth wealth management, Rob co-founded and led Eton Advisors, the highly successful multi-family office that initially developed the AtlasFive platform. Rob’s passion for systems development and client service led him to establish Eton Solutions as a technology and services provider to the ultra-high net worth office.

Prior to Eton, Rob held key roles at the UBS Multi-Family Office Group, the Private Asset Management Group at NC Trust Company, Arthur Andersen, and Price Waterhouse.

Marcia is Executive Director, Family Office Coverage – IB, Sales & Trading at Texas Capital. She is primarily focused on family office coverage and regularly produces invite-only conferences for family offices to facilitate networking, relationships and dealmaking in the private dealmaker community.

Marcia joined Texas Capital in December 2025. Prior, she was a Managing Director and Head of the Family Office Division with Freedom Capital Markets, a boutique investment bank. Marcia has also previously served as a Managing Director and Head of Business Development for ShareNett, a members-only global network of professional investors, and at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. Over the past 20 years, Marcia has developed a strong network of private families, institutional investors and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

Marcia earned a Bachelor of Arts from Southern Utah State College and a Master of Business Administration from the Gabelli School at Fordham University. She holds Series 7 and 63 licenses.

Marcia serves on the global board of the Association of Corporate Growth and the board of ACG’s New York chapter, where she co-chairs the Family Office Committee. She is past chairman of the board of Kinect Capital and serves on the board of University Impact. She is a member of The DealmakeHers and 100 Women in Finance. Marcia received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women in middle-market dealmaking. She was honored with the 2017 ACG-NY Women of Leadership Award.

Caleb is a Founding Partner of Three Bay Capital. Three Bay is a Private Equity Firm based in Dallas-Fort Worth that invests in operating businesses, alternative credit and commercial real estate. Prior to Three Bay Capital, he worked with Weild & Co., a boutique investment bank, focused on client mandates spanning sourcing capital, M&A advisory, and sell-side transactions. Engagements spanned across FinTech, Tech, Family Entertainment, B2B SaaS, Media enterprises and real estate. Caleb was previously Chairman of his family’s Family Council and served over a decade as a next gen 5th generation member. He still actively serves the family advising on topics such as education, family systems, and governance. Caleb received his MBA from Texas Christian University. 

J. Bradley Hilton, a proud member of the Hilton family, began his career with Hilton Hotels Corporation at age 17. Over the span of 14 years, he developed his expertise within the family business, making significant strides in corporate growth. One of his notable achievements includes increasing corporate solicitations from $700 million to $1.2 billion in a single year, an accomplishment that underscores his ability to drive engagement and elevate business outcomes within a global enterprise. Today, Brad channels his vision and expertise into The J. Bradley Experience, a company dedicated to empowering individuals, families, and businesses around the world. With a commitment to the legacy of his grandfather, Conrad N. Hilton, his mission is to redefine luxury through curated experiences that create everlasting memories. By anticipating emerging trends and embracing new opportunities, he aims to fill the world with warmth, light, unparalleled hospitality, and advanced technologies.

Allison (“Allie”) Hilton is an emerging healthcare leader and Master of Healthcare Administration candidate with a passion for operational strategy, adolescent health, and nonprofit healthcare innovation. She brings a systems-oriented mindset and a people-centered philosophy to every role she undertakes. Currently serving with the Conrad N. Hilton Foundation, Allie contributes to strategic governance and program work that bridges mission with measurable outcomes. As Advisory Council Chair for the Foundation’s Generations in Giving (GIG) program, she has led high-trust working sessions that fuse heart, strategy, and execution—mobilizing
next-generation legacy family members around shared purpose and disciplined follow-through. In this role, she has helped shape and present major grant proposals and program initiatives to the Foundation’s board, strengthening her ability to translate vision into operational clarity, stakeholder alignment, and impact-ready
plans. Her academic and professional focus centers on quality improvement, healthcare finance, and policy development aimed at strengthening patient experience and community health.

Allie is now directing that same rigor and energy toward healthcare administration. She believes every person deserves more than care, they deserve vision. Systems do not change on their own; the right people change them, with the right mission in the right room. Post-graduation, Allie plans to join an established healthcare organization to deepen her operational leadership capabilities before advancing into executive-level strategy or nonprofit healthcare development. She is driven by a desire to create lasting impact, improve healthcare access for adolescents, and contribute to mission-aligned organizational excellence.

“Whether it’s a large grant proposal, a healthcare system that actually serves people, or a council that gives voice to the next generation of change makers, I’m not here to maintain the status quo. I’m here to reimagine it.”

Dean Hilton is a client solutions manager in the logistics sector with a professional background spanning marketing, sales, and relationship-centered business development. Born in Las Vegas, Nevada, Dean brings a practical solutions mindset, strong communication skills, and a genuine desire to help others in both his professional and philanthropic work. In his current role, Dean works closely with clients to navigate operational needs, coordinate solutions, and build trust in fast-moving environments where responsiveness and follow-through matter. His earlier experience in marketing and sales strengthened his ability to connect with people, communicate value clearly, and support long-term relationships that create lasting results.

Beyond his career, Dean is actively engaged in philanthropy through the Conrad N. Hilton Foundation’s Generations in Giving (GIG) program and its Board Intern Program. Through these experiences, he is developing a thoughtful perspective on stewardship, service, and next-generation leadership while contributing in grounded, practical ways. Dean views legacy not simply as something inherited, but as a responsibility carried forward through character, consistency, and a willingness to serve. Whether in business or philanthropy, he is motivated by the belief that strong relationships, steady leadership, and everyday acts of service can create meaningful impact for families, organizations, and communities. A passionate sports fan with a love for basketball, football, baseball, and bowling, Dean brings energy, teamwork, and authenticity to every setting he enters. He is committed to continuing his professional growth while carrying forward a family tradition of service with humility, purpose, and heart.

“Legacy is not defined only by what is passed down, but by what is carried forward with purpose, character, and heart.”

Denny Chared began his career as one of the first online journalists, covering Wall Street for Globes Business Daily. In 2003 he later founded DC Finance, a global family office community that has grown into one of the world’s largest networks of high net worth and ultra-high net worth families, with conferences, private gatherings, and curated experiences in over 20 cities worldwide.

In 2023, Mr. Chared launched the Family Office Circle Club, an ultra-high net worth private members club chaired by Lisa Silverstein, CEO of Silverstein Properties. The club hosts highly confidential private events, often held at the homes of some of the world’s most prominent families, in destinations aligned with DC Finance conference locations around the globe.

In 2026, Mr. Chared was selected by iHeartRadio, the world’s largest podcast platform, to host its first dedicated family office show. Through this program, he interviews leading global families. The first episodes are with family members of Spielberg, Crown, Silverstein, Thompson of 7-Eleven, Purdue of Purdue Chicken and Sheraton Hotels among many others. The show is distributed to millions of listeners worldwide.

Over the past year alone, speakers and participants across DC Finance stages and affiliated events have included members of families such as Spielberg, Wrigley, Pritzker, Crown, Zuckerberg, Firestone, Musk, Bush, Lauren (Ralph), Mars, Arison and others.

Mr. Chared lives in Rye, New York, with his wife Linga and their five children. Outside of his professional activities, he is a musician who plays guitar and piano, and a dedicated vintage Star Wars toy collector.

Evan Chrapko is a serial tech entrepreneur best known for the $568 million exit of his company, DocSpace, in just 30 months.

Now, as the Founder, Chairman, and CEO of Trust Science, Evan is harnessing AI to transform creditworthiness assessment, ensuring that deserving individuals gain access to fair financial opportunities.

His leadership is distinguished by a rare combination of technical expertise, financial acumen (CPA), and legal insight (JD from Columbia University). A lifetime member of the Henry Crown Fellowship in the Aspen Global Leadership Network and a member of YPO, Evan has been recognized alongside global visionaries like Bill Gates, Sir Richard Branson, and Elon Musk.

Committed to ethical business practices and long-term impact, Evan offers a unique proposition for family offices seeking both financial returns and responsible investing. With a proven ability to navigate complex challenges with speed and precision, he stands out as a compelling direct investee—deliberately keeping institutional funding off his cap table.

Garrick Jones is a former NFL/CFL professional athlete turned private equity executive, multi-platform developer, and architect of large-scale sports and entertainment ecosystems. With over 30 years of combined experience across professional sports, sports-anchored real estate development, capital structuring, athlete empowerment, private equity, and decentralized ownership models, Garrick has become one of the most uniquely positioned strategic operators in the industry.

As CEO and Founder of 73 Holdings LLC, he leads a vertically integrated sports investment and development firm that sits at the intersection of sports, real estate, finance, technology, and community transformation. His professional reach spans from large-scale district development (District 73/66) to innovative athlete-driven wealth ecosystems (Professional Athlete Accelerator), Web3 engagement engines (FanCentric DAO), and complex capital stack engineering involving private equity, bond facilities, trade programs, and alternative funding vehicles.

Garrick’s rare combination of high-level sports experience, investment intelligence, deal-flow access, and integrator capabilities positions him as the ideal Family Architect to build and manage a generational legacy platform for elite athletes transitioning into long-term wealth.

Eric Zarate is the Founder and NIL Specialist of Steadfast Athlete Collective, a boutique, faith-forward NIL representation and athlete development agency headquartered in Prosper, Texas. Established in 2025, Steadfast was created to serve student-athletes through a mentorship-driven, education-first model focused on integrity, family alignment, and long-term success.

Steadfast operates with a clear mission: to protect, develop, and empower athletes to succeed with integrity—not just in sport, but in life. In a rapidly expanding NIL marketplace where many families lack trusted guidance and structured strategy, Steadfast positions itself as a relational, values-based alternative to volume-driven representation firms.

Steadfast’s core differentiator is its holistic representation framework. Beyond NIL deal negotiation, the agency provides structured education in financial literacy, compliance awareness, brand stewardship, and leadership development. Rather than prioritizing short-term transactional gains, Steadfast emphasizes long-term brand equity, character formation, and professional readiness.

Before founding Steadfast, Zarate served with distinction for 10 years (2015–2025) as Executive Vice President of the States Developmental Football League (S.D.F.L.), a national athletic organization founded by Garrick Jones focused on expanding developmental football opportunities and athlete pathways.

India Roberts is a tax strategist, NIL financial architect, and entrepreneurial leader specializing in tax optimization, compliance strategy, and integrated NIL financial structures for athletes and business owners.
As Founder of Bee’s Tax Services, she has built a results-driven advisory platform focused on proactive tax planning, entity structuring, and long-term wealth protection.

Roberts brings a highly specialized skill set to the evolving Name, Image, and Likeness (NIL) ecosystem, where athletes face complex income streams, multi-state taxation, endorsement structures, and business formation decisions. Recognizing the lack of tax clarity within NIL, she positions herself at the intersection of tax strategy and athlete monetization, ensuring athletes retain, protect, and strategically deploy the wealth they generate. As Director of Tax Strategy for the FanCentric NIL Collective, Roberts plays a pivotal leadership role in designing the financial backbone of athlete NIL operations.

Her work ensures NIL athletes are not only monetizing opportunities — but doing so with financial discipline, legal compliance, and long-term wealth strategy in mind.

Quincy Rhodes Sr. is a business owner and entrepreneurial leader whose work centers on strategic support, advocacy, and financial stewardship for elite athletic talent — most notably his son, Quincy Rhodes Jr. Jr. is a standout defensive end for the University of Arkansas Razorbacks, recognized as one of college football’s emerging edge defenders and widely discussed as a projected top-50 pick for the 2027 NFL Draft. Rhodes Sr. has played a pivotal role in guiding and shaping the athletic and personal development of his son through the complexities of high-level college competition, NIL opportunities, and long-term career planning. As a committed NIL parent, he strategically supports brand alignment, financial education, compliance navigation, and professional growth within an increasingly sophisticated collegiate sports ecosystem. Under his leadership and guidance, his son has achieved measurable on-field success — including leading his Arkansas defense in tackles for loss and sacks, earning second-team All-SEC honors in 2025, and establishing a growing national profile as a high-impact defender with NFL potential. Rhodes Sr.’s entrepreneurial focus combines business operations experience with hands-on mentorship, allowing him to offer unique insight into athlete monetization, brand positioning, and the strategic alignment of personal values with competitive aspirations. His role extends beyond typical parent support — acting as advocate, advisor, and steward for long-term athlete success.

Amir Ansari is a serial entrepreneur and inventor with over 70 US and foreign patents in multimedia distribution, data privacy, edge computing, and Voice Over IP. He has co-founded companies in telecommunications, edge computing, personalized healthcare, and multimedia services, with exits over $1.2B. He has shaped these industries by fostering collaboration between regulatory entities, public-private partnerships, universities, and non-profit organizations in applying technologies to complex business, environmental, and social problems. Amir has served on the XPPRIZE Foundation’s Board of Directors since 2004 and is a member of its Vision Circle.  He was a title sponsor for the first XPRIZE, the Ansari XPRIZE, with his family, a $10 million cash award for the first non-governmental organization to launch a reusable crewed spacecraft into space twice within two weeks.

Dr. Christyl C. Johnson is Co-Founder and General Partner of Andromeda Ventures. She recently retired from NASA as a distinguished senior executive and systems engineer with 35 years of experience leading large-scale technology portfolios, mission-critical innovation, and complex organizational transformation at the highest levels of government. At Andromeda Ventures, Dr. Johnson applies this systems-level judgment to evaluating frontier technologies, governance risk, and long-cycle innovation as they transition from public-sector missions into venture-backed companies. Most recently, Dr. Johnson served as Associate Administrator and Deputy Associate Administrator of NASA’s Space Technology Mission Directorate at Headquarters in Washington, D.C., where she provided executive leadership, strategic vision, and operational oversight for the Agency’s space technology enterprise—directing the planning, coordination, and execution of a broad portfolio of programs spanning early-stage research through flight-ready systems.

Previously, Dr. Johnson supported the Office of the NASA Administrator as Executive Architect, where she spearheaded a transformative agency-wide technology initiative focused on digital modernization in preparation for our journey to the Moon and Mars. Her work was critical for integrating artificial intelligence, strengthening cybersecurity posture, and modernizing enterprise data management systems. Dr. Johnson has also served at the intersection of science, technology, and national policy. As Executive Director of the National Science and Technology Council at the White House, she helped shape federal R&D priorities across the executive branch, including basic science, energy, environment, natural resources, and national and homeland security. In prior roles at NASA Headquarters, including Assistant Associate Administrator and Deputy Chief Engineer, she oversaw agency-wide programmatic operations and shaped the restructuring of NASA’s engineering organization following the Columbia accident.

Dr. Johnson holds a Ph.D. in Systems Engineering from George Washington University, a master’s degree in Electrical Engineering from Penn State University, and a bachelor’s degree in Physics from Lincoln University. Her honors include the Presidential Rank Award, induction into GWU’s Engineering Hall of Fame, and a nomination for the Presidential National Medal for Technology and Innovation.

Abe Minkara is the Founding Partner at Legacy Knight, an independent family office serving multiple high-net-worth families.  Prior to Legacy Knight, Abe was the Managing Director at Mark Cuban Companies. Abe is actively engaged as an advisor and board member with a number of companies leveraging his expertise in strategy, operations, and capital allocation to help accelerate their growth.

Abe is also a board member at Springboard, a global platform focused on accelerating the growth of women-led businesses. Additionally, Abe is a Member of the YPO Dallas Gold Chapter.

Ido Aharoni (Aronoff) is an Israeli diplomat, advisor to global companies, public speaker, university lecturer, writer and investor. He was born in Tel Aviv to a family that settled in the Land of Israel in the 1870’s, and spent his entire diplomatic career in the United States, on both coasts. He is a 25-year veteran of Israel’s Foreign service, a public diplomacy specialist, founder of the Brand Israel Program (2002), and a well-known political marketing, positioning and place branding practitioner. Since his retirement from government in 2016, he has held senior advisory positions with several multinational corporations, such APCO Worldwide, Libra Group, MasterCard, Value Base, Bank Leumi USA, among others. He has also advised several publicly traded technology companies. He has served as Global Distinguished Professor of Business at Touro University and has also served as a Global Distinguished Professor for International Relations at New York University. He has been a Member of the Board of Governors of Tel Aviv University since 2015 and a lecturer at the university’s Coller School of Management since 2018. He is also the Maurray Galinson Professor of International Relations at University of California in San Diego (UCSD) and San Diego State University’s Business School (SDSU). He has frequently appeared in national and international media as a commentator and opinion writer. Aharoni has been Israel’s longest-serving Consul-General in New York (2010-2016).

Chris Staffel is a serial entrepreneur and investor with a diverse background in energy, healthcare technology, agriculture, and construction. She currently serves as the Chief Strategy Officer for PowerPlus Companies where she is tasked to lead corporate development and build out a private equity arm for M&A Growth Capital and Emerging Funds in multifamily new development. As an entrepreneur, she has founded, scaled, and taken startup companies public with an aggregate exit valuation of $1.38 billion. As an investment manager, she has founded her own investment firm as well as served as Managing Director for a venture capital investment firm for Fortune 500 executives and has led fundraising, sourcing, due diligence, negotiations, IPO preparedness, and exit strategies. Chris holds a BM from Wheaton College Conservatory, MFA from the University of Central Florida, & MBA from Rice University.

Diana is a Co-Founder and General Partner of The Artemis Fund. She began her career on Wall Street, spending a decade in M&A and commodities trading at Lehman Brothers and Macquarie Bank. After catching the entrepreneurial bug, she launched a women-only networking app and quickly encountered the funding challenges faced by female founders. Motivated to close the gap, she co-founded the Monarq Incubator—the first national, funding-focused accelerator for gender-diverse founding teams. Monarq supported over 30 companies across three cohorts, which went on to raise more than $15M before its acquisition by the Female Founders Alliance in 2019. Born in Odessa, Ukraine and raised in New York City, Diana holds a Mechanical Engineering degree from The Cooper Union. Her career reflects a consistent drive to build systems that empower underrepresented founders to scale with confidence. Diana is a board member of Work&, DRESSX, Builders Patch. She is a board observer of Max Retail, Salvo Health, Simplifed, Brij, and CNote.