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The 2024 Dallas Family Office & High Net Worth Annual Conference

Agenda February 2024

08:00 – 09:00 AMNetworking Breakfast
09:00 – 09:15 AMOpening 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 AMPanel: 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 AMA 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 AMThe 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 AMUnearthing 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 AMHydrogen 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 AMFireside 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 AMCoffee Break 
11:00 – 11:30 AMPanel: 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 AMLaunching 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 PMFireside 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 PMFireside 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 PMxFoundry: 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 PMLunch
01:30 – 01:35 PMIntroduction to the Family Office Circle
Denny Chared, Founder & CEO, DC Finance
 
01:35 – 02:20 PMThe 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 PMNavigating 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 PMPrivate Dinner with Habacoa Holdings, Ltd. Please RSVP to Cohav@dc-finance.com.

 

 

The 2017 Dallas Family Office & High Net Worth Annual Conference

The 2017 Dallas Agenda

 
October 30th
6:30-8:30 PMDC Finance’s Cocktail Reception at the Bush Library – Sponsored by BDO USA
 Welcome Remarks: Mr. Ken Hersh, President and CEO, George W. Bush Presidential Center 
 
 
 October 31st
08:00-09:00 AMRegistration and Refreshments
09:00-09:10 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
 Conference Chair: Mr. Randy Wright, Tax Partner, BDO USA, LLP 
  
09:10-09:50 AMThe Future of Technology  
 Moderator: Ms. Marcia Dawood, Managing Partner, BlueTree Capital in Pittsburgh and with Golden Seeds in New York and Dallas
 With: Ms. Michelle Johnson, Chief Information Officer, Freeman, Ms. Amy Evins, Chief Information Officer, Texas Capital Bank, Ms. Gabriella Draney Zielke, Co-Founder & Partner, Tech WildCatters
The Future of Technology Discussed by the the Industry’s Leading Woman – The future of payment methods, how the pace of change has affected how we use technology, the future for technology in business and much more! 
09:50-10:10 AMThe Biggest Mistakes We See In Large Estates – Mr. Josh O. Ungerman, J.D., CPA & Mr.  Alan K. Davis, J.D., CPA, CAP®, Meadows Collier, LLP
10:10-10:20 AMAgricultural and Food Impact Innovation and Technologies-A look at a Robust Investment Vehicle for a Better Future  – Mr. Eyal Cohen, Managing Partner, Copia Agro & Food
10:20-10:30 AMFinding Investments with Strong Alpha to Risk Attributes Can be Done – Just Not Easily –  Mr. Robert Hoyt, Ph.D ,Co-Founder, Blue Hall Capital LLC
10:30-10:40 AMHow You can Profit in the Permian Basin – Mr. Jay Young, CEO & Founder, King Operation Corporation
 10:40-10:50 AM Overseas Diversification Through Local Expertise – Mr. Lorenzo Rocco, Partner, REYL
10:50-11:20 AMThe Direct Investing Panel
 Moderator: Mr. Michael Rutner, Chief Investment Officer, Eta Investments
 With: Mr. Shaun Buckley, Partner, Transaction Advisory Services – Financial, BDO, LLP, USA, Mr. Adil Adi, Executive Chairman, WorldLink, Mr. Michael Girdley, Co-Founder, Geekdom Fund, Mr. Scott Letier, Managing Director, Deason Capital Services, Mr. Kevin McGovern, Chairman & CEO, McGovern Capital and The Water Initiative
 
11:20-11:50 AMRefreshment Break
 
11:50-12:15 PMThe Real Estate Panel
 Moderator: Mr. Sean Dalfen, President, Dalfen America Corp.  
 With: Mr. Michael Ablon, President, Pegasus Ablon, Dr. Bharat Sangani M.D., Chairman, Encore Enterprises Ltd., Ms. Susan M. Ansel, Chief Executive Officer and President, Gables Residential
  
12:15-12:30 PMReal Estate Investing in Secondary Markets – Mr. Andy Weiner, President, RockStep Capital Real Estate Investments
 
12:30-01:00 PMThe Tiger 21 Panel 
 Moderator: Mr. Christopher Ryan, Chairman, Tiger 21 Dallas
 Panelist: Mr. James H. Webb , Founder, Preferred Medical Holdings, Ms. Lisa Harris ,Co-Founder, Align Capital LLC, Mr. Maxwell Drever, Chairman, Drever Capital Management
01:00-02:00 PMLunch
 
 The Energy Session
02:00-02:30 PM  The Energy Panel – Through the Storm:  Fossil Fuels, Bridge Fuels & Alt-Energy – Where Do Global Energy Markets Go from Here?
 Moderator: Mr. George Seay, Chairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce
With: Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute, Mr. Alan Stevens, Assurance Partner, BDO, Ms. Meredith Walker, Global Economist, EastWest Institute
02:30-02:50 PMInvesting Effectively in Oil and Gas Minerals – Mr. George Seay, Chairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce
02:50-03:10 PMThe Philanthropy Session
Fire Chat with the Schultz Family on Transferring the Values of Philanthropy Across Generations
 Moderator: Mr. Bradley Laye, President and Chief Executive Officer, Jewish Federation, Greater Dallas
With: Ms. Jaynie Schultz, President, Retreat Central, Mr. Howard Schultz, Founder & Chairman, Howard Schultz & Associates International, Ms. Leslie Vile Schultz
Engaging the next generation in philanthropy – A family discussion
03:10-03:30 PMRefreshment Break
03:30-04:00 PMThe Power of Family Offices in the Global Economy – Ms. Meredith Walker, Global Economist, EastWest Institute

 

 

 

 

The 2018 Dallas Family Office & High Net Worth Annual Conference

October 29th 
06:30-08:00 pmA  Cocktail Reception at the George W. Bush Presidential Center
 October 30th 
08:00-09:00 amRefreshments & Registration
09:00-09:10 amOpening Remarks – Mr. Denny Chared, Founder & CEO, DC Finance
Conference Moderator: Mr. Randy Wright, Tax Partner – Dallas, BDO
09:10-09:30 amMr. John Nottingham, Co-Founder, Nottingham Spirk
  
The Innovation Session
09:30-10:00 amThe Innovation & Technology Panel
Moderator: Mr. Ed Hightower, Tri-chair, Tech Titans IoT Forum and Principal, IoT and Beyond With: Mr. Adil Adi, Founder & CEO, WorldLink, Mr. Eric Lenington, Founder & CEO, ObjectSpectrum LLC and Founder & Managing Partner, 24×8 LLC, Dr. Rajesh Narasimha, Founder & CEO, EdgeTensor Technologies, Ms. Florence Lowe, Chief Operating Officer, Synerzip
These are exciting times! Technology is enabling us to do things that we could only dream of just a few years ago. Join us as our panel of entrepreneurial technologists give us insights into how the Internet of Things and all its cutting-edge technologies including Artificial Intelligence (AI) and computer vision will combine to help us change the world and make it a better and safer place for all of us.
10:00-10:15 amEvolution, not Revolution: Saga and the Future of Cryptocurrencies – Mr. Roy Sagi, VP Investment Banking, Saga Foundation
10:15-10:25 amOptimizing Disc Replacement – Dr. Isador Lieberman, Orthopaedic & Spine Surgeon, President Texas Back Institut, Agada Medical
10:25-10:40 amCOPIA Agro and Food Technologies Fund – Impact Investments for a Sustainable Future – Mr. Ohad Zuckerman, Managing Partner, COPIA Ag & Food Technologies Ltd.
10:40-11:10 amBreak
The Financial Session
11:10-11:20 amGold, The Original Alternative Investment – Mr. Edward Coyne, Executive Vice President, National Sales, Sprott Asset Management
11:20-11:40 amFireside Chat: Seeking Great Ideas: The Art of Focused Investing – Mr. Pedro Escudero, Founder & CIO, DPM Capital and Mr. Michael Rutner, Managing Director, Ion Pacific
11:40-12:00 pmDealing with Intergenerational Issue with Wealth and Foundation Governance – Mr. Morton Meyerson, Founder & Chairman, 2M Companies, LLC.
12:00-12:10 pmMinerals – Unearthing Possibilities – Mr. Will Cullen, Vice President, LongPoint Minerals & Business Development
12:10-12:30 pmPanel: Restructuring the Family Office after Lenders
Moderator: Mr. Randy Wright, Tax Partner – Dallas, BDO
With: Mr. Jason Cain, Family Office Services Managing Partner, BDO, Ms. Amy Pienta, Senior Director, Family Office Services, BDO, Ms. Carrie Burnett, Tax Managing Director, BDO
2017 ended with a bang for U.S. based family offices. The combination of tax law changes and the TaxCourt’s decision in the Lender case created a clear path for families to achieve advantageous tax results. Join our panel as they review the nuances of the case and learn how similarly situated families can optimize family office organizational structures to mitigate income tax consequences.
12:30-12:50 pmWhat Does Tax Reform Mean to Your Estate Plan? – Mr. Josh Ungerman, Partner, Meadows Collier and Mr. Alan Davis, Partner, Meadows Collier
12:50-01:00 pmThe Case for Investing in Producing Oil and Gas Properties – Mr. Arthur Budge, Jr., President and CEO, Five States Energy Company, LLC
01:00-02:00 pmLunch
02:00-02:30 pmPanel: Real Estate Investment and Financing Trends
Moderator: Mr. John P. Dean, Regional Private Banking Manager for Dallas, Fort Worth, Oklahoma, and Midland, Wells FargoWith: Mr. Ryan Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Paris Rutherford, Principal, CATALYST Urban Development, Mr. Jeremy Sain, Managing Director, HFF
This panel will discuss current real estate investment and financing trends. It will explore deals getting done in the current real estate environment in both development deals and income producing stabilized real estate.
02:30-03:00 pmDirect Deals and Co-Investments Panel
Moderator: Ms. Samira Salman, Founder & CEO, Salman SolutionsWith: Ms. Anna Martin, Associate, Sallyport Investments, Mr. Andrew Robertson, CEO, Professional Rental Tools, Mr. Will Stringer, Senior Associate, Cockrell Interests
This panel will provide a comprehensive view on family offices making direct investments into private companies. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches.
03:00-03:20 pmFireside Chat: Ms. Sarah Losinger, Trustee, Communities Foundation of Texas and Ms. Monica Egert Smith, Chief Relationship Officer, Communities Foundation of Texas
Join a lively discussion with Ms. Sarah Losinger and Ms. Monica Egert Smith for a brief overview ofhow to get the most out of working with a community foundation including local and national giving trends. Hear  about how to accomplish multi-generational impact and giving through donor-advised funds, providing hands-on philanthropic learning opportunities for children or grandchildren, seeking community engagement and impact through venture-capital style gifting through a community foundation.
 03:20-03:35 pmWhy We’ll Always Need Fossil Fuels – Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute
03:35-03:55 pmBreak
 03:55-04:15 pmTrammell S. Crow and the Road to EarthX – Mr. Trammell S. Crow, Founder, EarthX
The Philanthropy Session 
04:15-04:35 pmFireside Chat: Marrying into Money – Ms. Jaynie Schultz, Director, Schultz Family Foundation and husband Mr. Ron Romaner, Owner, The Yiddishe Kup
Jaynie and Ron will discuss the perils, pitfalls and pluses of marrying into wealth. They will talk about the newcomer status, reading and navigating the lay of the land, remaining true to yourself and living a new lifestyle.
04:35-05:05 pmFireside Chat: Family, Philanthropy and Business: Juggling it all with Values and Purpose– Mr. Bradley Laye, President & CEO, Jewish Federation of Greater Dallas and Mr. Harold Gernsbacher, CEO, Chain Link Services
Learn from Harold Gernsbacher, the immediate past National Campaign Chair for Jewish Federations of North America, about his experience running a very large family business, raising two daughters to adulthood after the passing of his late wife and volunteering and donating at the highest levels of philanthropy as he ensures his values are transferred, not just his wealth.

The 2019 Dallas Family Office & High Net Worth Annual Conference

 
08:00 – 09:00 AMRegistration & Refreshments
  
 09:00 – 09:10 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
 Conference Moderator: Mr. Josh O. Ungerman, Partner, Meadows, Collier LLP
  
The Innovation & Technology Session
09:10 – 09:30 AmWhy Texas, Why Now – The Texas Startup Manifesto  –  Mr. Bryan Chambers, Vice President, Accelerator, Investment Fund at Capital Factory
09:30 – 10:00 AMThe Technology & Innovation Panel
 Moderator: Mr. Bryan Chambers, Vice President, Accelerator, Investment Fund at Capital Factory
 With: Mr. Adil Adi, Founder & CEO, WorldLink; Mr. Dave Copps, CEO, Hypergiant Sensory Sciences; Mr. Bruce Parker, Founder & CEO, ModoPayments
10:00 – 10:20 AMKeynote Presentation – What Makes an Early Stage VC Great  – Mr. Dov Moran, Serial Entrepreneur & Inventor of the USB portable flash drive; Founder, M-Systems and Managing Partner, Grove Ventures
  
10:20 – 10:40 AMDeductibility of Expenses in the Family Office Space After the Tax Court Decision in the Lender Bagel Case & The Golden Age of Estate Planning
 Mr. Josh O. Ungerman, Partner, Meadows, Collier LLP and Mr. Alan Davis, Partner, Meadows Collier LLP
 This presentation will address Lender Management, LLC v. Commissioner which addressed the deductibility of family office expenses under Section 162.  Understand the roadmap set forth in the opinion for structuring a family office that is consistent with a Section 162 deduction.  The presentation will conclude with the factors that make the current environment a golden age for estate planning.
10:40 – 10:50 AMFine Art & Alternative Asset Financing/Monetization – Mr. Jonathan Gibbs, Founder, Chief Executive Officer, Truss Point Partners 
10:50 – 11:20 AMCoffee Break
  
11:20 – 11:40 AMInvestment Incentives in America’s Business Paradise – U.S. Virgin Islands
Mr. Kamal l. Latham, CEO, U.S. Virgin Islands Economic Development Authority
11:40 – 12:20 PMDeveloping Leadership in the Family Enterprise: The Magical Convergence of Tradition & Innovation Panel
 Moderators: Ms. Tal Yahav, Partner, Dorot Family Business Consulting
With: Ms. Galia Hazan, Co-Manager, Tiroche Auction House;  Adv. Michal Alshech Ben Dan, CEO, Ben Eli Alshech Import & Marketing; Ms. Leetal S. Ilan, Esq, Principal in Charge, Rolan Group; Dr. Tamar Milo, Founding Partner, Dorot Family Business Consulting
Description: A peer group of next-gen champions from various family-owned businesses, will discuss developing the leadership in the family enterprise.The forums evolved into a way of life for the participants: a place for developing personal strengths and resilience, for learning ways to cope with complexities and plan strategies for combining legacy and innovation within one’s own family enterprise.Three participants from existing peer forums, each representing a different family enterprise, will share some of the life-changing insights, gained from the experience.  They will tell about the power of the peer group, its impact on their personal development, and the contribution of the practical tools they have acquired to their every-day challenges in the business and in the family.
12:20 – 12:50 PMFireside Chat: Keynote Speaker: Mr. Craig Hall, Chairman and Founder of Dallas-based HALL Group, Entrepreneur, Civic Leader, New York Times Bestselling Author, Philanthropist With Mr. Richard Delgado,Managing Partner, ERA Capital Partners 
  
12:50 – 02:00 PMLunch 
  
The Next Generation Session
  
02:00 – 02:20 PMKeynote Speaker: How to Make Your Family Business Thrive across the Generations – Ms. Mitzi Perdue, 2nd Gen, The Sheraton Family and Perdue Chicken, Business Woman, Author, Professional Public Speaker
  
02:20 – 03:00 PMThe Real Estate Panel – Logistics Capital Markets Trends and Investment Discussio
Moderator: Mr. Josh McArtor, Managing Director, Eastdil Secured
With: Mr. Edward Griffin, President & CEO, Griffin Partners Inc; Mr. Joe B. (Jody) Thornton, Jr. President, JLL Capital Markets, Americas; Mr. Sean Dalfen, President & Chief Investment Officer, Dalfen Industrial; Mr.Tom Fishman, Executive Vice President, Acquisitions and Dispositions; Mr. Nick Cassavechia, Founder, Old House Capital; Mr. Jeffory Blackard, CEO & President, Blackard Global Chairman, Global Council, NeoRetroism; Ms. Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem
Description: A formal discussion of the capital market trends and pricing for the Logistics industry across the United States.
03:00 – 03:20 PMFireside Chat: Ms. Amy Korenvaes, President, Harlan & Amy Korenvaes Family Foundation with  Mr. Bradley Laye, Ex President, CEO, Jewish Federation of Greater Dallas
  
 03:20 – 04:00 PMThe Family Office Panel
 Moderator: Mr. Matthew Kibble, Managing Partner, Kibble Holdings 
 With: Mr. Rob Raymond, Raymond Family Office & Founder, RCH Energy; Mr. Clark Copelin, Founder & Managing Partner, 2088 Advisory, LP
  
 
 
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  

 

The 2023 Dallas Family Office & High Net Worth Annual Conference

08:00 – 09:00 AMRegistration & Networking Breakfast
09:00 – 09:10 AMOpening 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 AMFireside 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 AMTechnology 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 AMThe 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 AMStarting, 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 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
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 AMAutomating 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 AMCoffee Break 
11:05 – 11:30 AMAligning 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 AMLeveraging 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 PMImpact, 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 PMThe 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 PMInvesting 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 PMThe 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 PMKeynote 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 PMLunch
01:55 – 02:00 PMIntroduction to the Family Office Circle
Mr. Denny Chared, Founder & CEO, DC Finance
02:00 – 02:20 PMPanel: 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 PMThe 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 PMFireside Chat
Mr. Bob Schlegel, Chairman, Schlegel Land Company
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
03:05 – 03:30 PMPanel: 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 Swartz, Founder & 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 PMFireside 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 PMCocktail Reception 

 

 

The 2022 Dallas Family Office & High Net Worth Conference

08:00 – 09:00 AMRegistration & Breakfast
 09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
 Mr. John Messervey, Private Advisor to America’s Leading Families – Conference Moderator
09:10 – 09:20 AMBulding A City of Innovation
Mr. Trey Bowles, Serial Entrepreneur, Cofounder & President, InnoCity Partners LLC
Overview of The Mayors Plan to Make Dallas a Leading Hub For Innovation And Entrepreneurship as Told by The Co-Chair of Mayor Eric Johnson’s Task Force on Innovation And Entrepreneurship.
 09:20 – 09:50 AMThe G1 Wealth Creators Panel
Mr. Jack Mueller, Chair, Tiger 21 – Moderator
Mr. Adil Adi, Founder & CEO, WorldLink
Mr. Ryan Pearson, Executive, RT Specialty
Join This Power Panel Moderated by the Chairman of Tiger 21, Mr. Jack Mueller, Exploring The Journeys of Mr. Adil Adi of WorldLink And Mr. Ryan Pearson of RT Specialty – From History Until Current State.
09:50 – 10:10 AMFamily Philanthropy: The Key to Family Success for Generations
Ms. Susan Jenevein, Managing Director, Philanthropy and Family Engagement, Tolleson Wealth Management
Families Who Maintain Influence and Wealth Over Generations All Share Several Characteristics.  In a Review of Families Who Sustained Their Wealth and Family For Over 100 Years, Philanthropy Emerged as a Consistent Practice. We’ll Talk About How The Practice of Family Philanthropy Produces Not Only Good Things For The Community But Also Family Resilience, Cohesiveness, Sustained Wealth And Skills in Rising Generations. We Will Discuss The Trends in Best Practices For Families Who Are Successful at Giving Together, And What We See For Philanthropy in 2022.
10:10 – 10:30 AMSeven Habits of Highly Effective Estate Planning Clients
Mr. Josh O. Ungerman, CPA & Partner, Meadows Collier
Mr. Alan K. Davis, CPA & Partner, Meadows Collier
This Lecture Will Discuss Actions Taken by Clients That Accomplish Important Planning Objectives.
10:30 – 10:40 AMA Family Journey to Fulfil Passion for Medical Solutions that Make a Difference
 Ms. Pazit Azulai, Partner & CFO, Katao Venture Partners
Mr. Sharon Azulai, Managing Partner, Katao Venture Partners
From Entrepreneurship Through a Family Office to a VC, Pazit and Sharon Azulai Describe How Their Passion For Medical Innovations Drove Them to Support Wellbeing And Create a Better World.
10:40 – 11:00 AMCancer Innovation and Impact Investing (Triple Bottom Line)
Mr. Craig Philips, President, Kineta Inc.
Cancer’s impact is enormous and there will be ~1.8M estimated annual new cases of cancer in the US in 2021.  Over 20M people in the US are living with cancer today and it is estimated that there will be ~600,000 deaths.  There is an urgent medical need for innovative new drug treatments to improve cancer survival rates and Kineta is working on this problem.
11:00 – 11:30 AMCoffee Break
11:30 – 11:50 AMKeynote Speech: Trammell S. Crow’s Hope That Texas Will Be a Global Sustainability Leader Through Business, Investments, Philanthropy, Policy, And Civic Engagement
Mr. Mike Silverman, Co-President & CIO, Crow Holdings – Moderator
Mr. Trammell S. Crow, Founder & Chairman of the Board, EarthX
A Native And Proud Texan, Trammell S. Crow is a Businessman And Environmentalist That Believes Texas Can And Must Lead America in Driving Positive Environmental Impact. Trammell Believes if Texas Becomes Light Green, America Becomes Dark Green. America Can Lead The World in Sustainability & Climate Through Responsible Free Market Principles. Trammell Will Discuss His Passion For The Environment, Catalyzing Impact by Convening People From Around The World Through The International Non-Profit EarthX, And The Need to Tackle These Issues by Leveraging Different Perspectives And Approaches Including Business, Investments, Philanthropy, Policy, And Civic Engagement.
11:50 – 12:00 PMImpact Investment: Meet Bridges Israel
Ms. Sandrine Montsma, Managing Partner, Bridges Israel
Meet The Leading Impact Investment Fund in Israel And Learn About Israeli Technology Companies That Generate Fantastic Financial Returns While Solving The Biggest Challenges of Our Generation: The Planet Crisis And Rising Inequality.
12:00 – 12:10 PMRethinking Your Approach to Insurance
Mr. Prabal Lakhanpal, Vice President, Spring Group
Mr. Peter Johnson, Chief Property & Casualty Actuary, Spring Group
This Presentation Will Focus on How Family Offices Can Change The Way They Look at Insurance Purchasing and Create Efficiencies For Every Facet of Insurance Buying. This Strategy Not Only Allows Organizations to Come Together But Completely Changes The Dynamic of Insurance Transactions in Favor of The Insureds.
12:10 – 12:30 PMNext Generation Tax Loss Harvesting
Mr. Lars Nielsen, Principal, AQR Investments, LLC
Investors Frequently Use Tax-Loss Harvesting Strategies to Improve The After-Tax Return of Their Overall Portfolio. However, Existing Strategies Have Certain Structural Limitations, Which Can Lead to “Frozen” Portfolios And The Inability to Deliver Tax Benefits Past The First Few Years After Investing. In This Presentation, We Explore How a Long/Short Approach to Tax-Loss Harvesting Can Remove Those Structural Limitations And Help Revive These Frozen Portfolios And Potentially Generate Greater And More Persistent Tax Benefits.
12:30 – 12:40 PMInvesting in Direct Private Real Estate
Mr. Brant Brown, President & COO, Westmount Realty Capital LLC
Learn About Real Estate Allocation as Part of Overall Portfolio Construction And The Impact Flow of Funds Chasing Investment Opportunities Has in The Broader Market. Discover The Advantages of Investing in Direct Projects in Commercial Real Estate Alongside a Time-Tested Firm That Has Consistently Created Value Through Multiple Market Cycles. A Glance Into Westmount’s Investment Profile, Process, And Most Proficient Product Types And The Current And Future Opportunities Before, During, And Through The Pandemic, Ultimately Transitioning to a More Normalized World.
 12:40 – 12:50 PMA 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 Suffer Under-Banking or Outright Financial Exclusion, The $Multi-Billion, Established Credit Scoring Industry Does Not Have Incentives To Address Inclusivity, And The Fact That Trust Science® is Now Disrupting This Industry, And Creating Very Real, Very Human Opportunities For Marginalized People to Join The Modern Economy.
12:50 – 01:40 PMLunch 
01:40 – 02:00 PMCryptocurrency Investments: Simple and Accessible 
Mr. Robert Valdes-Rodriguez, Global Head of Sales, Abra
This Presentation Will Introduce Cryptocurrency Investments. It Will Cover The Global Macro Environment That Led to The Rise of Bitcoin And How The Cryptocurrency Ecosystem is Evolving. Family Offices And Institutional Investors Can Now Safely Buy/Sell, Earn Yield And Borrow Against Their Cryptocurrency Holdings.
02:00 – 02:20 PMUnderstanding the Metaverse
Mr. Scott Cullather, Co-Founder, President & CEO, [INVNT GROUP]
What is The Metaverse And Why Does it Matter? Explore The Community Building Opportunities And Endless Possibilities of Virtual Reality.
02:20 – 02:30 PMDigital Assets: Asymmetric Returns in The Age of Autonomy
Mr. James Diorio, CEO, Tradecraft Capital
Mr. Jake Ryan, CIO, Tradecraft Capital; Author, Crypto Asset Investing in the Age of Autonomy
Digital Assets Are Moving Into The Mainstream But Few Recognize The Impact They Will Have on All Aspects of Our Future. Join Jake Ryan, Author of Crypto Asset Investing in the Age of Autonomy to Get a Glimpse of This Future And, Importantly, Gather Insight Into The Winning Techniques Used by TRADECRAFT Capital to Profit From This Technological Revolution. 
02:30 – 02:50 PMMaking Your Family Business Survive and Thrive – 284 Years of Family Business Experience
Ms. Mitzi Perdue, Next Gen Sheraton Family and Perdue Family Member
The Odds of a Family Business Lasting to The Fourth Generation Are One in 1000. Mitzi Perdue Shares Practical Tips From Her I’ve-Lived-It Experience With Two Family Businesses That Have Each Lasted More Than 100 Years. Come Learn Tips For Having a High-Functioning Family Business so You Too Can Beat The odds!
 02:50 – 03:20 PMStakeholder Alignment as a Wealth Preservation Strategy
 Ms. Samira Salman, Founder & CEO, Salman Solutions and COO, Heathside Ventures – Moderator
Ms. Christie Houlihan, Board of Directors & Managing Director, Houlihan Parnes Realtors
Ms. Kerri Scott, Chief Operating Officer, Mt. Vernon Investments; The family office for Kenny Troutt
Ms. Dotti Reeder, Managing Director, Client Advisory Team, Tolleson Wealth Management
Aligning family members and family executives is an often overlooked, yet crucial component of wealth preservation. Instilling a mentality of alignment is critical for successfully managing a family office from effective communication, successful investment strategies, wealth preservation with tax minimization, management of control, succession and transition planning, and next-generation rapport building. During this discussion, we’ll explore the topic from multiple perspectives ranging from a G5 family member setting up a board for the first time, to guiding a 3rd generation family group through critical risk management exercises, to running a G1’s family office ensuring alignment among stakeholders.
03:20 – 03:40  PMFireside Chat: Impact Investing & Empowering the Indigenous Communities Around the World 
Ms. Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator
Ms. Mary Ann Thompson-Frenk, Next Gen of the 7-Eleven family; Co-Founder/President of The Memnosyne Institute, and General Partner, UTF Holdings
This Fireside Chat With Ms. Mary Ann Thompson-Frenk Will Discuss Memnosyne Institute And Mary Ann’s Passion For Investing in Impactful Projects, Unlocking Economic Potential, And Demonstrating Investment Opportunities With The Aim of Achieving Prosperity And Improving Quality of Life For Indigenous People. 
03:40 – 03:55 PMLuxury, Hospitality, Technology & ESG: Redefining The Guest Experience
Mr. J. Bradley Hilton, Next Gen, CEO & Founder, Hilton Business Ventures, Hilton Vero Luxury Concepts, Hilton Global Gateway 
 03:55 – 04:15 PMThe Communities Foundation of Texas Panel
Ms. Monica Egert Smith, Senior Vice President, Chief Giving and Community Impact Officer, Communities Foundation of Texas – Moderator
Ms. Cindy Brinker Simmons, Next Gen of Tennis Player Maureen Connolly and Entrepreneur Norman Brinker; Founder of Wipe Out Kids’ Cancer; President, Maureen Connolly Brinker Tennis Foundation
Mr. Andy Scripps, Director of Strategic Relations, Communities Foundation of Texas
 This Conversation With Communities Foundation of Texas Fundholders Will Discuss Why Philanthropy is Important to The Fundholders And Their Families, And Tools They Have Used For Their Charitable Giving. It Will Also Discus Using Complex Assets For Charitable Gifts.
 04:15 – 04:45 PMAkshaya Patra’s Impact During Covid
Ms. Ankita Narula, Vice President Development East, Akshaya Patra Foundation USA – Moderator
Mr. George Brody, Entrepreneur, Tech CEO, Angel Investor, Board Member & Advisor
Mr. Ravi Melgiri, Co-Founder, Chief Operations Officer, Vivido Labs
Dr. Ram Rao, Founders Professor, The University of Texas at Dallas
Mr. Navin Goel, CEO, Akshaya Patra USA
Akshaya Patra is The World’s Largest Mid-Day Meal Program Serving Nutritious School Lunches to Over 1.8 million Children Daily. Served 3.3 Billion Meals And Counting. During Covid, Akshaya Patra Has Served More Than 200 Million Covid Meals to The Migrant Workers, Frontline Workers, And Other Covid Beneficiaries. 
  04:45 – 05:45 PMCocktail Reception Sponsored by Marsh & McLennan Agency LLC