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Monday, December 4th, 2023

W Hotel South Beach

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The 2017 Florida Family Office & High Net Worth Conference


December 6th, 2017 Agenda:

08:00 – 09:00AM Registration and Refreshments
09:00 – 09:10AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
  Conference Moderator: Ms. Steffi Baker, Family Office Consultant and Publisher of
09:10 – 09:30AM Mr. Eric Eikenberg, CEO, Everglades Foundation – The $10 Million George Barley Water Prize: Solving the world’s water crisis through global innovation.
09:30 – 09:45AM Mr. Joseph Napoli, Chief of Staff & Senior Policy Advisor, Miami Dade Aviation Department – South Florida Aviation Market / Industry
  The Technology & Innovation Session
09:45 – 10:10AM Mr. Roi Carthy, Chief Marketing Officer, The Singulariteam Technology Group – Introducing: Saga
10:10 – 10:20AM Mr. Igor Shoifot, Founding Partner, TMT Crypto Fund – Next gen economy of blockchain
10:20 – 10:30AM Mr. Steve McKnight, VP Business Development & Co-Founder, Lavit – Lavit: Life Unbottled 
10:30 – 10:40AM Mr. Jonathan Manzi, Co-Founder & CEO, Ink – Cryptocurrency and Blockchain tech: It’s Been Validated; What’s Next?
  The Medical Cannabis Session
10:40 – 10:50AM Mr. Dooma Wendschuh, CEO & Co-Founder, Province Brands – The Cannabis Beverage Industry and the Challenges of Brewing Beer from Cannabis 
10:50 – 11:00AM Mr. Joseph Lambert, Director, CannAvolve – A Cannabis Merchant Bank providing business solutions to profits and exit strategies; going public with a portfolio of profitable cannabis companies
  The Investment Session
11:00 – 11:10AM Mr. Keith Singer, President,  Insured Returns LLC & Singer Wealth Management – Modified Endowment Contracts as an Asset Class
11:10 – 11:20AM Mr. Craig BakerFounder & CEO, Cigar Break Asset Management – Achieving Double Digit Returns using private credit strategies, without leverage
11:20 – 11:50AM Refreshment Break
11:50 – 12:20PM The Tax Planning Panel
  Moderator: Mr. Marty Cass, South East Region Private Client Services Practice Leader, BDO LLP USA
  With: Ms. Lori Myers, Office Managing Principal, Tax, BDO LLP USA, Ms. Madeline Elias, Office Managing Partner, Tax Services, BDO LLP USA, Mr. Kevin Anderson, National Tax Partner, BDO LLP USA
  This panel will discuss creative thoughts and planning ideas for ultra-high net worth families. discuss creative thoughts and planning ideas for ultra-high net worth families.
12:20 – 12:30PM Mr. Cody Simms, Partner, Techstars Ventures – Global Startup Seed investing at Scale
12:30 – 12:40PM Ms. Wendy Federman, CEO & Producer, Foolish Mortals Productions – Why Invest in Broadway Now
12:40 – 1:10PM The Direct Investing Panel 
  Moderator: Mr. Ira J. Perlmuter, Managing Director, Triple Five Group
  With: Mr. Robert G. BlabeyCo-Founder, Align Private CapitalMr. David W. McCombie, Founder & CEO, McCombie Group LLC, Mr. Euclid Walker, Managing Partner, Parkway Investment Management LLC
  Recent studies indicate that direct investing is one of the fasting growing areas of investing for family offices. This panel brings together leading direct investment experts deploying capital on behalf of family offices who are contributing authors to Dr. Rosplock’s newest book, The Complete Direct Investing Handbook (Bloomberg, 2017). The panel will discuss trends in sourcing and vetting deals, structuring and terms, co-investing and deal clubs and best practices when deploying capital into directs.
1:10 – 1:40PM Private Equity and Impact Investing – Families who invest with Passion and Purpose
  Moderator: Ms. Candice Beaumont, Chief Investment Officer, L Investments
  With: Ms. Sandra Familiet, Director, Chauncey F. Lufkin III Foundation, Mr. Aneel Ranadive, Managing Partner Soma Capital, and Sacramento Kings Ownership (SFO), Mr. Sandro Salsano, Chairman & President, Salsano Group, Chairman, Salsano Family Office, Mr. Nikos Assanis, CEO, Assanis Group 
1:40 – 2:40PM Lunch Break 
2:40 – 3:10PM The LATAM Panel
  Moderator: Mr. Rolando Gadala-Maria, Founder & CEO of Visage Capital Group, Investor and YPO Latin America Past Chairman and board member for Latin America
  With: Ms. Ines Temple, President, LHH-DBM Peru and Chile, Mr. Cesar CastroFounder & Managing Partner, EscalateGroup LLC, Mr. Eduardo Arboleda Staton, President, The EVR Group
3:10 – 3:25PM Keynote Presentation: Mr. Dan Gelber, Mayor, Miami Beach – My little Brother: A Mentoring J ourney of Peril and Promise
3:25 – 3:50PM Women in Private Equity and Venture Capital
  With: Ms. Desiree Patno, CEO & President, NAWRB and Ms. Sarah Cone, Founder & CEO, Social Impact Capital
  A leading female venture capitalist who started her own investment firm will share experiences and lessons learned on investing and building successful women-led companies. How do women’s leadership styles and insights meaningfully differ? Moderated by a Top Real Estate Influencer and Women’s Diversity Leader in the Housing Ecosystem, this panel will explore the powerful potential of investing in women.
3:50 – 4:10PM Refreshment Break
4:10 – 4:30PM Fireside Chat with the Wascher Family on ESG Investing 
  Moderator: Mr. Joshua Levin, Co-Founder, OpenInvest
  With: Ms. Anna-Marie Wascher, CEO, Flat World Partners
  “ESG” or Socially Responsible Investing is growing over $1 Trillion US per year and now represents 1-in-5 professionally managed U.S. dollars. The ESG toolkit is also rapidly evolving – e.g. investors are now able to deeply tailor to their values, at low cost, without having to sacrifice returns; improve their tax profile; and participate in shareholder activism. In this coffee chat, the next generation of an eminent family office, and one of their advisors, will discuss how they’ve taken advantage of these tools to help both invest with Jewish values and modernize their strategy.
4:30 – 4:50PM Sean, Lauren and David Carpenter, Carpenter Fine Violins & Collectibles – The Collectibles Market – Investing in the Past for the Future
4:50 – 5:20PM The Next Generation Panel: Would Your Kids Parent the Way You Did? 
Moderator: Mr. David Teten, Managing Partner, HOF Capital
With: Mr. Yoni Gutman, Partner, The Gutman Group, Mr. Ordan Trabelsi, CEO & President, SuperCom Americas, Mr. Adam ShapiroFounder & CEO, The 22Hundred Group
5:30 – 7:00PM  Cocktail Reception sponsored by BDO at the W South Beach Hotel