| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening 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 AM | AI & 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 AM | Secure 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 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, CEO, 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 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 |
| 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 AM | Reinventing 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 AM | Coffee Break |
| 11:00 – 11:15 AM | From 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 AM | Tax 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 AM | Collective Bargaining |
| Joe Berko, Founder & CEO, Astor Realty Capital | |
| The Power of Pooling Capital to Achieve Better Collective Results. | |
| 11:35 – 11:50 AM | Microlending 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 PM | Digital 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 PM | Lunch |
| 01:30 – 01:35 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:35 – 01:55 PM | Untapped 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 PM | Jim Hayden, Founder, Board Developer |
| 02:15 – 02:35 PM | Fireside 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 PM | The 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 PM | Fireside 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 PM | American 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 PM | Working 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 PM | Cocktail |
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