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Tuesday, March 19th, 2024

George W. Bush Presidential Center, Dallas

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08:00 – 09:00 AM Registration & Networking Breakfast
09:00 – 09:15 AM Opening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
 – 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.
09:30 – 09:40 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.
 
09:40 – 09:50 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. 
 
09:50 – 09:55 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.
 
09:55 – 10:05 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.
 
10:05 – 10:10 AM TBA
10:10 – 10:30 AM Fireside Chat
Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies
Denny Chared, Founder & CEO, DC Finance – Moderator
10:30 – 11:00 AM Coffee Break 
11:00 – 11:20 AM Panel: Navigating A Generational Opportunity & Geopolitics in the Energy Transition & ClimateTech Sector
Nicholaus Rohleder, Co-Founder, Climate Commodities – Moderator
Peter Dolan
Matthew Shields, President, The Shields Group; Co-Founder, Emergent Energy
Jamil N. Jaffer, Founder & Executive Director, National Security Institute, George Mason University Law School
11:20 – 11:30 AM Fifth Star Inc 
Sam Yagan, CEO
11:30 – 11:45 AM Lecture
Stephen Stefanou, Visual Display Artist & Innovative Designer
 
11:45 – 12:10 PM TBA
12:10 – 12:30 PM Fireside Chat
Clara Kaluderovic, Co-Founder, SlimGenetix; 3rd generation of SONIC Drive-In
Denny Chared, Founder & CEO, DC Finance – Moderator
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 – 01:55 PM Fireside Chat
Joshua Gentine, 3rd Generation; Owner & Board Director, Sargento Foods Inc.
Denny Chared, Founder & CEO, DC Finance
01:55 – 02:15 PM Panel
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
02:15 – 02:30 PM TBA
02:30 – 03:00 PM Panel
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
Moshe Vardi, University Professor & George Distinguished Service Professor in Computational Engineering, Rice University
Sridhar Sudarsan, CTO, SparkCognition