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Tuesday, March 19th, 2024

George W. Bush Presidential Center, Dallas

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The 2023 Dallas Family Office & High Net Worth Annual Conference

08:00 – 09:00 AM Registration & Networking Breakfast
09:00 – 09:10 AM Opening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Ms. Susan Jenevein, Managing Director of Philanthropy and Family Engagement, Tolleson Wealth Management – Conference Moderator
09:10 – 09:30 AM Fireside Chat: Cyber Threats and Trends, Regulatory Trends and Tips
Mr. Shamoil T. Shipchandler, Chief Counsel for the Risk and Regulatory Group, Charles Schwab
Mr. Jay Johnson, Managing Director & Deputy Chief Counsel in the Technology, Digital and Innovation legal group, Charles Schwab
THE TECHNOLOGY SESSION
09:30 – 09:40 AM Technology and Life Science
Mr. John Dvor, EVP, North America, Pluri Inc.
Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. 
09:40 – 09:55 AM The Longevity Opportunity
Mr. Ole Mensching, Co-Founder & General Partner, Apollo Health Ventures
For the first time in human history we know which problems we have to solve to prevent age related diseases and slow ageing itself. This talk will not only discuss longevity drugs of the future but also new data that strongly suggests that there are already drugs out there that can prolong health- and lifespan.
09:55 – 10:15 AM Starting, Maintaining and Optimizing a Family Office
Mr. Robert E. Mallernee, Founder & CEO, Eton Solutions
In this presentation, Rob Mallernee will discuss some lessons learned after starting his own multi-family office and working with single family offices of all sizes and stages. Learn how to respond to key pain points, optimize operations, and get an overview of the Administrative Family Office and how it’s changing the family office landscape.
10:15 – 10:25 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
Mr. Evan 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.
10:25 – 10:35 AM Automating Cataract Surgery
Mr. Rob Thornhill, CEO, Centricity Vision, Inc.
Equity investment opportunity in Centricity Vision, a commercial stage medical device company with a recurring revenue model, solid IP and no regulatory risk. The market is 10M cataract surgeries WW, 4M in the US and focused on premium outcomes paid for by the patient. Near term liquidity achievable through deep relationships with known strategic buyers.
10:35 – 11:05 AM Coffee Break 
11:05 – 11:30 AM Aligning the Family Business and Family Values with Philanthropy
Dr. Kelly Mohs Gage, Carlson FO and Foundation, Director of Advancement, Nomi Network
Ms. Natty Nashman, Managing Partner, Ventures INCAPITAL
Ms. Marcia S. Nelson, Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory – Moderator
Join us for a fireside chat with Kelly Gage, a founding board member of the Carlson Family Foundation, a multi-generational family office, and Natty Nashman, Managing Partner at Ventures INCAPITAL. They will discuss how their family businesses were started and grown, and intertwining the family foundation and philanthropy.
11:30 – 11:40 AM Leveraging Technology Innovation and Impact Investing to Advance Core Values and Induce Change
Dr. Lisa Dolev, Founder & CEO, Qylur; Founder, CATS2 Foundation
11:40 – 12:00 PM Impact, Alignment and Leadership
Ms. Gena Reed Tadewald, Philanthropist, Community Volunteer, Family Leader
Mr. Reed Standly, Partner, Standly Law Group
Ms. Susan Jenevein, Managing Director of Philanthropy and Family Engagement, Tolleson Wealth Management – Moderator
Gena Tadewald, Mary Kay Ash’s granddaughter, and her son, Reed Standly, will share the power that family philanthropy has unleased in their larger family and in their own nuclear families. While their giving is making the world a better place, their work together in the family foundation and shared values-based investments has increased family engagement, built leadership and financial skills, and drawn the extended family closer together.  Susan Jenevein, Managing Director at Tolleson Wealth Management, will facilitate the conversation.
12:00 – 12:10 PM The Best Kept Secret in Alternative Investments
Mr. Keith Jacobsen, CEO, International Coin Alliance
As a leader in the industry, Keith Jacobsen will educate on the Advantages, as well as the Disadvantages of Numismatics. Keith will walk each attendee through the 3 Keys to the Kingdom of Collectibles and explain the ins & outs of getting started or assist in further diversification of an existing portfolio or collection.
THE REAL ESTATE SESSION
12:10 – 12:30 PM Investing in Multifamily Real Estate in 2023
Ms. Debra Claytor, COO for the Western Region, American Landmark Apartments
Ms. Taryn Crawford, Director of Capital Markets, American Landmark Apartments
Learn about the benefits of investing in multifamily real estate, with its demonstrated resiliency, and the continued drivers of rent growth as we enter 2023 – a year in which we are expected to face economic headwinds. Hear about the strong fundamentals of the U.S. Sunbelt markets where population in-migration and job growth continue. Get a glimpse of American Landmark’s time-tested investment strategy and differentiated approaching to creating value through renovations and improved management.  
12:30 – 12:40 PM The Opportunities in Portuguese Real Estate 
Mr. Diogo G. Ferreira, Founding Member, Atlanticorp Fund
Atlanticorp is a closed real estate Portuguese fund, with a lifetime of 7 years and a expected total €105mm capital, investing in Portuguese prime locations luxury assets (hotels & residences), where subscribers with a minimum of €5mm ticket, should expect a 14% IRR, free of taxes.
12:40 – 12:55 PM Keynote Speech
Mr. Amir Ansari, Co-Founder & Executive Director of the IDEA Factory, University of Maryland; Co-Founder, Ansari Space Accelerator; Founder & General Partner, VaticX; Member of the Board of Directors, XPRIZE Foundation
He is one of Dallas’s top entrepreneurs: an inventor and serial entrepreneur with over 25 years of experience designing and building innovative technologies in Voice over IP, Internet of Things, Machine Learning, Data Privacy, and Personalized Health Care. Together with his brother Hamid and sister-in-law Anousheh Ansari, they founded two Dallas companies and had one of Dallas’s most impressive exits.
12:55 – 01:55 PM Lunch
01:55 – 02:00 PM Introduction to the Family Office Circle
Mr. Denny Chared, Founder & CEO, DC Finance
02:00 – 02:20 PM Panel: Women in Philanthropy
Ms. Mary Ann Thompson-Frenk D.D. (h.c.), Next Gen of the 7-Eleven Family; Co-Founder/President, The Memnosyne Institute; General Partner, UTF Holdings
Ms. Christy Swimmer McLemore, Citizen of the Cherokee Nation of Oklahoma & Vice Chair for MMIW TX Rematriate
Ms. Joan Wynne, CEO, Wynne Enterprises I, LP – d/b/a Wynne Transportation
Ms. Tania Arrayales Rodriguez, Founder, Green Habitat Investments
Ms. Chelsea Toler, Chief Impact Officer, Logictry
02:20 – 02:45 PM The Impact Investing Session: Sticking to What You Know and Investing in The Future
Mr. Nicholaus Rohleder, Co-Founder, Climate Commodities – Moderator
Mr. Greg Gifford, Chair, The G2 Groupe
Mr. Stephen Brooks, Vice President of Engineering & Operations, Lone Cypress Energy Services
Mr. Tyler Coretz, President, AMTRA Capital Partners (SFO); Chairman, The Coretz Family Foundation
A discussion on the energy transition and sustainability landscape focused on families coming from the oil, gas, chemical, and traditional heavy carbon industries.
02:45 – 03:05 PM Fireside Chat
Mr. Bob Schlegel, Chairman, Schlegel Land Company
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
03:05 – 03:30 PM Panel: Current and Projected Investing Climate
Mr. Matthew J. Nordgren, Finance and Investment Executive Family Office & Wealth Mgmt – Moderator
Mr. Dupree Scovell, Scovell Family; Managing Partner & Chief Investment Officer, Woodbine Development Corporation
Mr. Andrew SwartzFounder & CEO, SBI Investments
Mr. Kirby Schlegel, Schlegel Capital
Family Office experts and executives take a deep dive into today’s landscape in deploying capital. In order to navigate today’s climate, a wealth of knowledge and strategy is required in determining which companies and markets will be the most resilient in the long term. By examining the growth potential, they will share their projections on the future of investing.
03:30 – 03:50 PM Fireside Chat
Ms. Jaynie Schultz, Dallas City Councilmember – District 11
Mr. Tennell Atkins, Councilmember, District 08, City of Dallas
A conversation with City of Dallas leaders about economic opportunities, philanthropic partnerships with the city, and other ways to invest in the future of Dallas.
04:00 – 05:00 PM Cocktail Reception