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Monday, December 4th, 2023

W Hotel South Beach

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The 2016 Florida Family Office & High Net Worth Conference


Join over 150 of the top high net worth individuals and family office executives in a unique setting brought to you by the producers of the East Coast Family Office conference. Enjoy our first tier conference alongside a series of luxury Art and Lifestyle events throughout the Art Basel week. We at DC Finance always provide our guests with a different kind of wealth management experience. We deliver first tier content, top notch, geographically varied and some of the speakers you never heard before, with the opportunity for family members to meet new peers that one won’t meet anywhere else. This year’s keynote speakers are Mr. Romero Britto, International Artist, Mr. Tomas Pedro Regalado, Mayor of Miami, Mr. Chaim Katzman, Founder & CEO of Gazit Globe and Mr. Bob Diener, Founder of and A Week of Wealth Management, Art and Lifestyle In the heart of one of the world’s most important art happenings,  DC Finance will host its sixth highly praised US wealth management conference at the W South Beach Hotel, a day before the opening of Art Basel and followed by a week of luxury events dedicated to our guests. It’s not the content, attendees and the variety of speakers that make this event one of the more unique events in this field. This is the only art related wealth management event in the world that mixes art and pleasure together with wealth management and family business related topics throughout an entire week that includes special lectures by some of the top names in the art world, yacht parties and special cocktail nights – all week long. Following the conference our guests will enjoy a series of luxury, art and lifestyle  events throughout the Art Basel week including a grand yacht party, a healthy beach brunch, and a variety of satellite events including cocktail parties and VIP previews of leading art exhibitions: Nov 29th 


Nov. 29th,2016 Agenda:

08:00-09:00 AM Registration and Refreshments
09:00-09:05 AM Conference Chair: Mr. Howard Cooper, Cooper Family Office
09:05-09:10 AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
09:10-09:30 AM Keynote Speaker: Mr. Tomas Pedro Regalado, Mayor of Miami
09:30-10:10 AM The High Tech & Innovation Panel – The World of Virtual Reality
This year’s innovation session will focus on the fascinating revival of the Virtual and Augmented Reality worlds. Is the current revival different? Is it here to last? Does the current state of the VR industry provide a great investment opportunity? This year’s panel will analyze the risks and opportunities in one of the hottest and fascinating sectors in the high tech space today – the use of virtual reality technology in medicine.
Moderator: Mr. Matthew Kibble, Founder & CEO, Australy International
Mr. Ed Lantz, President & CTO, Vortex Immersion Media, Mr. Nick Raynes, Producer, Director and Businessman, Mr. Hoyt David Morgan, Director of Development, AOL, Dr. Omar Ahmad, Director of Innovative Engineering, Kata Institute, John Hopkins School of Medicine
10:10-10:30 AM Fire chat with Mr. Bob Diener, Founder of and with Ms. Steffania Claiden, Publisher at UltraInvestor
10:30-10:40 AM Mr. Ofir Paz, CEO, Cellbuddy
VOCO revolutionizes finding and closing deals for gig and extra work seekers (57M people in the US).
10:40-11:10 AM Refreshment Break
11:10-11:40 AM The Real Estate Session – Fire chats with The Real Estate Leaders
With Mr. Ezra Katz, Executive Office and Founder, Aztec Group and Mr. Chaim Katzman, Founder & CEO, Gazit Globe with Ms. Wendy Craft, Chief Operating Officer, Favara Family Office
11:40-12:20 PM The Impact Investment Session
Families who Prosper with Purpose Family offices and next gen family members are increasingly focused on generating social and environmental impact alongside a financial return. The panel will explore ways that families are investing for a positive impact while achieving alpha and not compromising return profiles.
Moderator: Ms. Candice Beaumont, Managing Director and CIO, L Investments
With: Mr. Jason L. Ma. Founder, CEO & Chief Mentor, ThreeEQ, Mr. Sandro Salsano, President, Salsano Group, Ms. Dee Dee Ricks, Founder, MAM, LLC, Ms. Kimberly Agnew, Founder, Board Member, Agnew Family Foundation
The Arts Session
12:20-12:50 PM Fire Chat with one the World’s Most Successful Artists – Mr. Romero Britto with Mr. Chris Schembra, Founder & Curator, The 747 Club
12:50-1:50 PM Lunch Break
1:50-:15 PM Arts Chat with Mr. Michael Fitzpatrick, Founder, Millenia Music, Mr. Chris Schembra, Founder and Curator, the 747 Club, Mr. Gareb Shamus, Artist
Two Global leaders in artistic performance coming together to share thoughts on the importance of compassion and empathy in our world
2:15-2:50 PM The Single Family Office Panel – Co-Investments, Finding the Next Great Deal and Avoiding Pitfalls
Direct investing – early stage vs. investing in mature companies, active control positions vs. minority stakes, red flags and important issues to review during due diligence.
Moderator: Mr. Howard Cooper (SFO)
With: Mr. Michael Rutner, Private Investor & Board Member, ETA Investments LLC, Prof. Michael Sury, CEO, Indorus Holdings (SFO), Mr. John Bennardo, President & CEO, Favara LLC
2:50-3:20 PM The Next Generation Panel – Challenges, Succession and New Mindset
The Next Gen Panel highlights perspectives from leading Millennials as they share their views, experiences, and perspective on inheritance, wealth transfer, investing, devising a career path, leadership development and integrating wealth with their own aspirations. From sharing their views on topics such as impact investing to social media, Millennials will reveal how their experiences with privilege, succession, family dynamics and wealth transfer have impacted their lives.
Moderator: Ms. Kirby Rosplock, Founder, Tamarind Partners (SFO)
With: Ms. Kate Roberts, Co-Founder, the Maverick Collective,  Ms. Daniella Urrea
3:20-3:50 PM Refreshment Break
3:50-4:30 PM The Homeland and Cyber Security Panel – New Dangerous World & The Technologies Of the Future
What potential dark clouds are on the horizon that we should be aware of ? what do our experts think about the fate of the European Union? What will happen to world markets if Italy decides to leave on Dec 4?
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
WithMr. Jonathan Conrad, CEO, Founder and Chairman, AdmieMobile, Mr. Christopher Gerritz, Co-Founder, Infocyte

8am – 6pm – The Florida Family Office Conference, The W, Miami Beach

6pm – 8pm – Building Legacy Opening Night Preview, Design Miami

6pm – 8pm – VIP Cocktail at Untitled Art

6pm – 8pm – VIP & Press Preview – Scope Miami

Nov. 30th

09:30am-11:15am – DC Finance’s Healthy Brunch at Manna Life Food

10am-12pm – VIP Preview, Design Miami


6pm – 10pm – Red Dot Miami ‘s Opening Night Preview Party   Dec. 1st 10am – 1pm – VIP Private Preview Brunch at Pulse Miami 5pm to 7pm – VIP lounge and Young Collectors Cocktails at Pulse Miami  Dec. 2nd Cocktail Party at Red Dot Miami