The 2024 Dallas Family Office & High Net Worth Annual Conference
Agenda February 2024
| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:15 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance | |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory – Conference Moderator | |
| 09:15 – 09:35 AM | Panel: Family Office Dealmaking |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory – Moderator | |
| Michael Hyun, Managing Director & Chief Investment Officer, Crow Holdings | |
| Josh Roach, Managing Director, Meritage Group LP | |
| Daniel Eisemann, Senior Vice President, Fairfield-Maxwell | |
| Offices are becoming more sophisticated in their direct deals as well as fund investments. They’re hiring professionals with deep deal-expertise and oftentimes competing with more institutional investors like venture capital and private equity. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities for maximum dealmaking. | |
| 09:35 – 09:45 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan P. Northrup, Co-Founder & CEO, Stingray Therapeutics | |
| 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. | |
| 09:45 – 09:55 AM | The Big Opportunity in Small Businesses |
| Max Anderson, Managing Partner, Saturn Five | |
| The average private equity deal in 2023 was priced at an 11x multiple of EBITDA. But smaller private companies regularly trade at less than half that price, offering unusually high yields. Family office and institutional investors have found it difficult to get access to these deals and put money to work. But a new generation of managers is creating exciting opportunities to invest in the best of these small companies and enjoy both capital appreciation and regular cash distributions. | |
| 09:55 – 10:00 AM | Unearthing Treasure: The Journey to a Billion-Dollar Development |
| Roee Ben-Zur, Chief Operating Officer, Habacoa Holdings, Ltd. | |
| The Ben-Zur family is transforming an almost forgotten plot of land into the Bahamas most luxurious residential community and North America’s Largest superyacht Marina. Roee Ben-Zur, Habacoa’s COO, will discuss the personal story behind the development. Habacoa, located at the southern tip of the Island of Abaco, is a superyacht-centric destination resort, offering exceptional experiences, ultra-luxury residencies and world-class services. Having already created over $300m in value, we are looking for visionary partners to join us on the journey to build this spectacularly intimate community. | |
| 10:00 – 10:10 AM | Hydrogen for the ‘Clean Energy’ Economy |
| Bruce Boisture, Co-Founder & President, ZoneFlow Reactor Technologies, LLC | |
| Hydrogen, a versatile, clean-burning energy source, will play a major role in the “clean energy” economy. The most abundant, least expensive source of hydrogen is natural gas, but conventional conversion approaches currently produce CO2 emissions that are almost 1% of all greenhouse gas emissions. Radically innovative ZoneFlow technologies dramatically improve the efficiency of the conversion process and virtually eliminate its CO2 emissions; we are looking for additional investment to support the current commercial introduction of these technologies. | |
| 10:10 – 10:30 AM | Fireside Chat: Poverty to Prosperity |
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Dr. Steven Kaufman’s biographical road from attempted murder to attempting Everest. A blueprint for navigating adversity and scaling the heights of business. | |
| 10:30 – 11:00 AM | Coffee Break |
| 11:00 – 11:30 AM | Panel: Navigating a Generational Opportunity in the Emerging Energy Transition & ClimateTech Sector |
| Nicholaus Rohleder, Co-Founder, Climate Commodities – Moderator | |
| Matthew Shields, President, The Shields Group; Co-Founder, Emergent Energy | |
| Stewart Flink, Investor, Author & Consultant | |
| Dan Brown, Managing Partner, RMA Energy | |
| This panel will focus on finding parallels between existing sectors such as oil, gas, coal, and real estate and the emerging energy technology and climate tech sectors. The participants come from single-family office backgrounds spanning the aforementioned sectors and have drawn parallels in their own journey to make investments in areas such as solar, batteries, hydrogen, carbon capture, and critical minerals. | |
| 11:30 – 11:40 AM | Launching a Holding Company as a Better Way to Structure Technology Buyouts |
| Sam Yagan, CEO, Fifth Star Inc | |
| Buyout funds have existed for many decades with little innovation, primarily focusing on financial engineering over relatively short holding periods to maximize IRR. Holding companies, on the other hand, provide longer-term time horizons, but the most well-known of them (Berkshire Hathaway, Interactive Corp, etc.) did not start out as HoldCos at all. Investing in a new holding company offers unique advantages, especially to family offices with roots in operating companies or that value compounding growth over longer time horizons. | |
| 11:40 – 12:00 PM | Fireside Chat: Navigating the Challenges of Being Family in a Family Enterprise |
| Joshua Gentine, 3rd Generation; Owner & Board Director, Sargento Foods Inc. | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| As a 3rd generation owner and board member of his family’s company, Sargento Foods, Josh will share his personal story on the pressures and challenges of growing up in the family’s business. Josh will also draw on his experience advising families to discuss tools and strategies family leaders can use to navigate the complexities of being family in a family enterprise. | |
| 12:00 – 12:20 PM | Fireside Chat: Lessons in Wealth Building – A Perspective on Generational Wealth Creation |
| Clara Kaluderovic, Co-Founder, SlimGenetix; 3rd generation of SONIC Drive-In | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| This discussion will focus on the balance between coming from a family with generational wealth but not letting the ball stop there and continuing to create / build / persist beyond what you know. | |
| 12:20 – 12:30 PM | xFoundry: A Solution Engine inside Higher Education |
| Amir Ansari, Co-Founder, xFoundry; Board Member, XPRIZE Foundation; Co-Founder, telecom technologies | |
| What is the next major innovation at Universities to increase its value proposition to students in the age of AI? Launched in 2023, xFoundry is a new experimental initiative at major universities, that combines interdisciplinary design and entrepreneurship with annual targeted competitions designed to address societal challenges. By setting a well-defined, altruistic, and financially viable target for students to hit, they will get a guided path for developing a collaborative, multidisciplinary team dedicated to solving a grand challenge with a chance to create a well-funded company and a secured job upon graduation. | |
| 12:30 – 01:30 PM | Lunch |
| 01:30 – 01:35 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:35 – 02:20 PM | The Future of Humanitarianism: Non-Profit / For-Profit Hybrid and Strategic Systemic Solutions as applied to AI, Housing, Education, Outreach and More! |
| 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 – Moderator | |
| Chelsea Toler, Chief Impact Officer, Logictry | |
| James W. Keyes, Chairman, Wild Oats Marketing LLC.; Former CEO, 7-Eleven, Inc.; Former Chairman & CEO, Blockbuster, Inc. | |
| Michael F. Lythcott, Entrepreneur & Investor; Chairman, National BlackTheatre; Vice Chairman, Uptown Grand Central | |
| 02:20 – 03:00 PM | Navigating the Future: Leveraging AI for Wealth Creation |
| Mark Minevich, President & Founding Partner, Going Global Ventures – Moderator | |
| Gurvinder Singh Ahluwalia, MSCS, MBA, MPA, Founder & CEO, Digital Twin Labs LLC | |
| Dr. Andy Moye, CEO, Paige | |
| Honorio Padron, Vice President, Latin America, C3.ai | |
| Sridhar Sudarsan, CTO, SparkCognition | |
| This panel will explore the transformative impact of generative AI on family offices and entrepreneurs, and discuss the latest trends in AI-driven i opportunities and how they are reshaping portfolios and highlight most successful use cases. In addition, the panel will also examine the regulatory, ethical considerations and governance frameworks necessary for integrating AI into business. | |
| 05:00 – 08:00 PM | Private Dinner with Habacoa Holdings, Ltd. Please RSVP to Cohav@dc-finance.com. |
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