|
|
| 08:00 – 09:00 AM |
Registration & Refreshments |
| |
|
| 09:00 – 09:10 AM |
Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance |
| |
Conference Moderator: Mr. Josh O. Ungerman, Partner, Meadows, Collier LLP |
| |
|
|
The Innovation & Technology Session |
|
|
| 09:10 – 09:30 Am |
Why Texas, Why Now – The Texas Startup Manifesto – Mr. Bryan Chambers, Vice President, Accelerator, Investment Fund at Capital Factory |
|
|
| 09:30 – 10:00 AM |
The Technology & Innovation Panel |
| |
Moderator: Mr. Bryan Chambers, Vice President, Accelerator, Investment Fund at Capital Factory |
| |
With: Mr. Adil Adi, Founder & CEO, WorldLink; Mr. Dave Copps, CEO, Hypergiant Sensory Sciences; Mr. Bruce Parker, Founder & CEO, ModoPayments |
|
|
| 10:00 – 10:20 AM |
Keynote Presentation – What Makes an Early Stage VC Great – Mr. Dov Moran, Serial Entrepreneur & Inventor of the USB portable flash drive; Founder, M-Systems and Managing Partner, Grove Ventures |
| |
|
| 10:20 – 10:40 AM |
Deductibility of Expenses in the Family Office Space After the Tax Court Decision in the Lender Bagel Case & The Golden Age of Estate Planning |
| |
Mr. Josh O. Ungerman, Partner, Meadows, Collier LLP and Mr. Alan Davis, Partner, Meadows Collier LLP |
| |
This presentation will address Lender Management, LLC v. Commissioner which addressed the deductibility of family office expenses under Section 162. Understand the roadmap set forth in the opinion for structuring a family office that is consistent with a Section 162 deduction. The presentation will conclude with the factors that make the current environment a golden age for estate planning. |
|
|
| 10:40 – 10:50 AM |
Fine Art & Alternative Asset Financing/Monetization – Mr. Jonathan Gibbs, Founder, Chief Executive Officer, Truss Point Partners |
|
|
| 10:50 – 11:20 AM |
Coffee Break |
| |
|
| 11:20 – 11:40 AM |
Investment Incentives in America’s Business Paradise – U.S. Virgin Islands |
|
Mr. Kamal l. Latham, CEO, U.S. Virgin Islands Economic Development Authority |
|
|
| 11:40 – 12:20 PM |
Developing Leadership in the Family Enterprise: The Magical Convergence of Tradition & Innovation Panel |
| |
Moderators: Ms. Tal Yahav, Partner, Dorot Family Business Consulting |
|
With: Ms. Galia Hazan, Co-Manager, Tiroche Auction House; Adv. Michal Alshech Ben Dan, CEO, Ben Eli Alshech Import & Marketing; Ms. Leetal S. Ilan, Esq, Principal in Charge, Rolan Group; Dr. Tamar Milo, Founding Partner, Dorot Family Business Consulting |
|
Description: A peer group of next-gen champions from various family-owned businesses, will discuss developing the leadership in the family enterprise.The forums evolved into a way of life for the participants: a place for developing personal strengths and resilience, for learning ways to cope with complexities and plan strategies for combining legacy and innovation within one’s own family enterprise.Three participants from existing peer forums, each representing a different family enterprise, will share some of the life-changing insights, gained from the experience. They will tell about the power of the peer group, its impact on their personal development, and the contribution of the practical tools they have acquired to their every-day challenges in the business and in the family. |
|
|
| 12:20 – 12:50 PM |
Fireside Chat: Keynote Speaker: Mr. Craig Hall, Chairman and Founder of Dallas-based HALL Group, Entrepreneur, Civic Leader, New York Times Bestselling Author, Philanthropist With Mr. Richard Delgado,Managing Partner, ERA Capital Partners |
| |
|
| 12:50 – 02:00 PM |
Lunch |
| |
|
|
The Next Generation Session |
| |
|
| 02:00 – 02:20 PM |
Keynote Speaker: How to Make Your Family Business Thrive across the Generations – Ms. Mitzi Perdue, 2nd Gen, The Sheraton Family and Perdue Chicken, Business Woman, Author, Professional Public Speaker |
| |
|
| 02:20 – 03:00 PM |
The Real Estate Panel – Logistics Capital Markets Trends and Investment Discussio |
|
Moderator: Mr. Josh McArtor, Managing Director, Eastdil Secured |
|
With: Mr. Edward Griffin, President & CEO, Griffin Partners Inc; Mr. Joe B. (Jody) Thornton, Jr. President, JLL Capital Markets, Americas; Mr. Sean Dalfen, President & Chief Investment Officer, Dalfen Industrial; Mr.Tom Fishman, Executive Vice President, Acquisitions and Dispositions; Mr. Nick Cassavechia, Founder, Old House Capital; Mr. Jeffory Blackard, CEO & President, Blackard Global Chairman, Global Council, NeoRetroism; Ms. Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem |
|
Description: A formal discussion of the capital market trends and pricing for the Logistics industry across the United States. |
|
|
| 03:00 – 03:20 PM |
Fireside Chat: Ms. Amy Korenvaes, President, Harlan & Amy Korenvaes Family Foundation with Mr. Bradley Laye, Ex President, CEO, Jewish Federation of Greater Dallas |
| |
|
| 03:20 – 04:00 PM |
The Family Office Panel |
| |
Moderator: Mr. Matthew Kibble, Managing Partner, Kibble Holdings |
| |
With: Mr. Rob Raymond, Raymond Family Office & Founder, RCH Energy; Mr. Clark Copelin, Founder & Managing Partner, 2088 Advisory, LP |
| |
|
| |
| |
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
| |
|
