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Tuesday, April 1st, 2025

George W. Bush Presidential Center, Dallas

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08:00 – 09:00 AMNetworking Breakfast
09:00 – 09:10 AMOpening Remarks
Denny Chared, Founder & CEO, DC Finance
Marcia S. Nelson, Managing Director, Freedom Capital Markets Family Office; Founder, Triple C Advisory – Conference Moderator
09:10 – 09:30 AMAI & Family Offices: Navigating the Next Wave of Innovation
David Evans, Managing Partner, Sentiero Ventures – Moderator
Colby Hanks Baer, Director, Eaglebine Capital
Court Westcott, Founder, Westcott Investment Group
Jonathan Fine, Senior Associate, AT&T Ventures; Co-Founder, Dallas Ventures Deals
Join leading family office investors for a candid discussion on the opportunities and risks of investing in artificial intelligence, from emerging startups to transformative enterprise applications. This panel will explore strategies for balancing long-term vision with near-term execution in an evolving AI landscape.
09:30 – 09:40 AMSecure Bill Pay for Wealth and Family Office
Drew Senior, Senior Account Executive, BILL
This presentation explores a secure, end-to-end bill pay solution tailored for family offices and high-net-worth clients, ensuring seamless financial management with enhanced security, automation, and compliance. It highlights how integrated workflows, fraud prevention, and customized controls streamline complex payments while maintaining confidentiality and efficiency.
09:40 – 09:50 AM

Healing the Divide: Treating People, not just Patients 

Dr. Lance Garrison, Dean of the College of Professional Psychology, The Chicago School

Across the country, millions struggle with chronic illnesses and mental health conditions—often trapped in a healthcare system that treats symptoms but not root causes. The Chicago School’s newest college, the proposed Illinois College of Osteopathic Medicine (IllinoisCOM), hopes to break this cycle by training future physicians to treat the whole person, integrating physical and mental health for better outcomes. Through the Opening New Doors campaign, we are leading a bold transformation in healthcare—one that ensures quality, compassionate care reaches every community. Now more than ever, we need visionary changemakers to help shape a healthier future for all.

09:50 – 10:00 AMA New Standard of Care in the Deadly Disease of Colorectal Cancer
Jonathan NorthrupCEO, Stingray Therapeutics Inc.
If you are diagnosed with metastatic colorectal cancer, your 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.
10:00 – 10:10 AMA Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong
Evan V. 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.
10:10 – 10:30 AMReinventing Education for the 21st Century Through AI
James W. Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC
Education is the cornerstone of progress. As a global business leader, philanthropist, educator, and CEO of two Fortune 500 companies, I’ve witnessed firsthand the power of scalable technology and its ability to drive change. That’s why I’m passionate about revolutionizing education by harnessing the transformative potential of technology.
10:30 – 11:00 AMCoffee Break
 
11:00 – 11:15 AMFrom Battlefield to the Classroom: Counter Terrorism Technology Concepts to Help Save Lives in School Shootings
Dr. Lisa Dolev, Founder & CEO, Qylur – Moderator
Amir Ansari, Co-Founder & Inaugural Executive Director, xFoundry@UMD 
Sharon Jenkins, EdD, Executive Director, Cats2 Foundation
Join this fireside chat with Dr. Lisa Dolev, renowned counter-terrorism technology expert, inventor and Silicon Valley entrepreneur, founder and CEO of Qylur and creator of 501c3 Center for Applied Technology for School Security to learn how lessons from years of technology innovation and counter-terrorism expertise can be leveraged to save lives in school shootings. Dr. Sharon Jenkins interviews Dr. Dolev, and provides a powerful reminder of how we can solve some of our most troubling social challenges – like the rising school shootings and ensuing loss of life and trauma – by creative use of knowledge transfer and sharing. A special e-guest appearance from Amir Ansari, an engineer, serial entrepreneur. 
 
11:15 – 11:25 AMTax Benefits and Income via Oil and Gas Drilling
Jeff Johnson, CEO, Eagle Eye Funds
Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin.
11:25 – 11:35 AMCollective Bargaining
Joe Berko, Founder & CEO, Astor Realty Capital
The Power of Pooling Capital to Achieve Better Collective Results.
11:35 – 11:50 AMMicrolending as a Catalyst for Global Financial Inclusion: Bridging Wealth Management and Social Impact
Rudolfo Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending
Explore the transformative potential of microlending in driving financial inclusion and creating sustainable wealth in developing economies. This lecture will delve into how wealth managers can incorporate microlending opportunities into diverse investment portfolios, balancing financial returns with significant social impact. Attendees will gain insights into the innovative strategies employed by companies like Positiviti Lending to connect North American capital with high impact microlending initiatives in regions such as Kenya, demonstrating a new frontier in socially responsible investing.

11:50 – 12:10 PM

 

Fireside Chat 
Denny Chared, Founder & CEO, DC Finance
Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation
A 150 year old 5th Gen Family Business story of success and ultimate transition. 4 Branches, 200+ shareholders and over 600 family members. 
12:10 – 12:30 PMDigital Assets / Crypto: An Asset Class Moving into the Mainstream
Raymond Choi, CEO, Choi Family Office – Moderator
James Wang, Founder, Mimosa Ventures
Fisayo Ositelu, Entrepreneur & Investor
Bryon Chung, General Counsel & COO, Family Office
Edward Rodriguez, CEO, Prime Resources LLC
With Trump’s presidency, the onboarding of digital asset ETFs, and strong regulatory tailwinds, digital assets are experiencing an unprecedented level of growth in 2025. This panel explores the journey of three entrepreneurs who have built their wealth in other industries and found their way into this asset class.
 
12:30 – 01:30 PMLunch
01:30 – 01:35 PMIntroduction to the Family Office Circle
Denny Chared, Founder & CEO, DC Finance
 
01:35 – 01:55 PMUntapped Capital! and how Professional Athletes are Raising the Game
Danny Hughes, Founding Partner/ Chairman, Unified State Group;  Partner, LOHAS; Co-Creator, Capital Untapped! Athletes/Artist/Actors Influence & Impact – Moderator
Kevin Burnett, 9-year NFL, Real Estate Investor, Entrepreneur in Disruptive Healthcare Services, Solutions and Innovative AI/Tech, HS Football Coach
Mark Clayton, 8-year NFL Wide Receive/Ravens #1 Draft Pick 2005, 2X Oklahoma All–American, Founder/CEO, LivvAudio
Shawn Springs, 13-year NFL/All-Pro; CEO & Founder, Windpact and InnateIQ
This panel and content will share how active and former Professional Athletes are bringing Innovation, Investment and Influence Capital to partner with Family Offices and Private Investors to drive Projects, Purpose and Profits across Real Estate, manufacturing and AI, technology, sports, education and more.  
01:55 – 02:15 PMJim Hayden, Founder, Board Developer
02:15 – 02:35 PMFireside Chat with Trammell Crow
Vikram Agrawal, CEO & Co-Founder, American Resilience Partners, Senior Director, EarthxCapital, EarthX – Moderator
Trammell S. Crow, Founder, EarthX
02:35 – 02:55 PMThe Family Office Ecosystem
Marcia S. Nelson, Managing Director, Freedom Capital Markets Family Office; Founder, Triple C Advisory – Moderator
Dennis Sacha, Partner, IAG Family Office
Yeenee Kim, Principal, Montecor
Family Offices are continuing to become more sophisticated in their direct deals as well as fund investments. They’re either hiring professionals or leveraging family members with deep deal-expertise and oftentimes competing with more institutional investors in real estate, venture capital and private equity-like opportunities. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities for maximum dealmaking.
02:55 – 3:15 PMFireside Chat: CS Freeland with Rogers Healy
CS Freeland, Executive Director, Texas Venture Alliance – Moderator
Rogers Healy, Founder & CEO of Morrison Seger Venture Capital Partners‍
03:15 – 03:35 PMAmerican Resilience: Investment Opportunities in Mission-critical Infrastructure, Resilience, and Sustainability
Will Clayton, CEO, Sky Harvest – Moderator
Thomas Kincaid, Investor, Cubit Capital
Vikram Agrawal, CEO & Co-Founder, American Resilience Partners, Senior Director, EarthxCapital, EarthX
Discussion on the investment opportunity in investing in mission-critical infrastructure, resilience, and sustainability with a major focus on how energy resilience and overall infrastructure resilience helps drive US national security.
03:35 – 03:55 PMWorking Solutions Linking Tech & Eco- Challenges That Are Positively Impacting Our World 
Mary Ann Thompson-Frenk, Next Gen, the 7-Eleven Family; Co-Founder/President, The Memnosyne Institute
Marcus X Russell, Co-Founder & President, Commissary is Very Necessary
Paul Chatelain, CEO, Square Built Sales
Nina Vaca, Chairman & CEO, Pinnacle Group
03:55 – 4:45 PMCocktail