The 2018 Dallas Family Office & High Net Worth Annual Conference
| October 29th | |
| 06:30-08:00 pm | A Cocktail Reception at the George W. Bush Presidential Center |
| October 30th | |
| 08:00-09:00 am | Refreshments & Registration |
| 09:00-09:10 am | Opening Remarks – Mr. Denny Chared, Founder & CEO, DC Finance |
| Conference Moderator: Mr. Randy Wright, Tax Partner – Dallas, BDO | |
| 09:10-09:30 am | Mr. John Nottingham, Co-Founder, Nottingham Spirk |
| The Innovation Session | |
| 09:30-10:00 am | The Innovation & Technology Panel |
| Moderator: Mr. Ed Hightower, Tri-chair, Tech Titans IoT Forum and Principal, IoT and Beyond With: Mr. Adil Adi, Founder & CEO, WorldLink, Mr. Eric Lenington, Founder & CEO, ObjectSpectrum LLC and Founder & Managing Partner, 24×8 LLC, Dr. Rajesh Narasimha, Founder & CEO, EdgeTensor Technologies, Ms. Florence Lowe, Chief Operating Officer, Synerzip | |
| These are exciting times! Technology is enabling us to do things that we could only dream of just a few years ago. Join us as our panel of entrepreneurial technologists give us insights into how the Internet of Things and all its cutting-edge technologies including Artificial Intelligence (AI) and computer vision will combine to help us change the world and make it a better and safer place for all of us. | |
| 10:00-10:15 am | Evolution, not Revolution: Saga and the Future of Cryptocurrencies – Mr. Roy Sagi, VP Investment Banking, Saga Foundation |
| 10:15-10:25 am | Optimizing Disc Replacement – Dr. Isador Lieberman, Orthopaedic & Spine Surgeon, President Texas Back Institut, Agada Medical |
| 10:25-10:40 am | COPIA Agro and Food Technologies Fund – Impact Investments for a Sustainable Future – Mr. Ohad Zuckerman, Managing Partner, COPIA Ag & Food Technologies Ltd. |
| 10:40-11:10 am | Break |
| The Financial Session | |
| 11:10-11:20 am | Gold, The Original Alternative Investment – Mr. Edward Coyne, Executive Vice President, National Sales, Sprott Asset Management |
| 11:20-11:40 am | Fireside Chat: Seeking Great Ideas: The Art of Focused Investing – Mr. Pedro Escudero, Founder & CIO, DPM Capital and Mr. Michael Rutner, Managing Director, Ion Pacific |
| 11:40-12:00 pm | Dealing with Intergenerational Issue with Wealth and Foundation Governance – Mr. Morton Meyerson, Founder & Chairman, 2M Companies, LLC. |
| 12:00-12:10 pm | Minerals – Unearthing Possibilities – Mr. Will Cullen, Vice President, LongPoint Minerals & Business Development |
| 12:10-12:30 pm | Panel: Restructuring the Family Office after Lenders |
| Moderator: Mr. Randy Wright, Tax Partner – Dallas, BDO With: Mr. Jason Cain, Family Office Services Managing Partner, BDO, Ms. Amy Pienta, Senior Director, Family Office Services, BDO, Ms. Carrie Burnett, Tax Managing Director, BDO | |
| 2017 ended with a bang for U.S. based family offices. The combination of tax law changes and the TaxCourt’s decision in the Lender case created a clear path for families to achieve advantageous tax results. Join our panel as they review the nuances of the case and learn how similarly situated families can optimize family office organizational structures to mitigate income tax consequences. | |
| 12:30-12:50 pm | What Does Tax Reform Mean to Your Estate Plan? – Mr. Josh Ungerman, Partner, Meadows Collier and Mr. Alan Davis, Partner, Meadows Collier |
| 12:50-01:00 pm | The Case for Investing in Producing Oil and Gas Properties – Mr. Arthur Budge, Jr., President and CEO, Five States Energy Company, LLC |
| 01:00-02:00 pm | Lunch |
| 02:00-02:30 pm | Panel: Real Estate Investment and Financing Trends |
| Moderator: Mr. John P. Dean, Regional Private Banking Manager for Dallas, Fort Worth, Oklahoma, and Midland, Wells FargoWith: Mr. Ryan Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Paris Rutherford, Principal, CATALYST Urban Development, Mr. Jeremy Sain, Managing Director, HFF | |
| This panel will discuss current real estate investment and financing trends. It will explore deals getting done in the current real estate environment in both development deals and income producing stabilized real estate. | |
| 02:30-03:00 pm | Direct Deals and Co-Investments Panel |
| Moderator: Ms. Samira Salman, Founder & CEO, Salman SolutionsWith: Ms. Anna Martin, Associate, Sallyport Investments, Mr. Andrew Robertson, CEO, Professional Rental Tools, Mr. Will Stringer, Senior Associate, Cockrell Interests | |
| This panel will provide a comprehensive view on family offices making direct investments into private companies. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches. | |
| 03:00-03:20 pm | Fireside Chat: Ms. Sarah Losinger, Trustee, Communities Foundation of Texas and Ms. Monica Egert Smith, Chief Relationship Officer, Communities Foundation of Texas |
| Join a lively discussion with Ms. Sarah Losinger and Ms. Monica Egert Smith for a brief overview ofhow to get the most out of working with a community foundation including local and national giving trends. Hear about how to accomplish multi-generational impact and giving through donor-advised funds, providing hands-on philanthropic learning opportunities for children or grandchildren, seeking community engagement and impact through venture-capital style gifting through a community foundation. | |
| 03:20-03:35 pm | Why We’ll Always Need Fossil Fuels – Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute |
| 03:35-03:55 pm | Break |
| 03:55-04:15 pm | Trammell S. Crow and the Road to EarthX – Mr. Trammell S. Crow, Founder, EarthX |
| The Philanthropy Session | |
| 04:15-04:35 pm | Fireside Chat: Marrying into Money – Ms. Jaynie Schultz, Director, Schultz Family Foundation and husband Mr. Ron Romaner, Owner, The Yiddishe Kup |
| Jaynie and Ron will discuss the perils, pitfalls and pluses of marrying into wealth. They will talk about the newcomer status, reading and navigating the lay of the land, remaining true to yourself and living a new lifestyle. | |
| 04:35-05:05 pm | Fireside Chat: Family, Philanthropy and Business: Juggling it all with Values and Purpose– Mr. Bradley Laye, President & CEO, Jewish Federation of Greater Dallas and Mr. Harold Gernsbacher, CEO, Chain Link Services |
| Learn from Harold Gernsbacher, the immediate past National Campaign Chair for Jewish Federations of North America, about his experience running a very large family business, raising two daughters to adulthood after the passing of his late wife and volunteering and donating at the highest levels of philanthropy as he ensures his values are transferred, not just his wealth. | |
Our Social Medias:
