| 08:00-09:00 AM | Registration and Refreshments |
| 09:00-09:05 AM | Conference Chair: Mr. Howard Cooper, CEO, Cooper Family Office (SFO) |
| 09:05-09:10 AM | Opening Remarks: Mr. Denny Chared, CEO, DC Finance |
| The Innovation Session | |
| 09:10-09:30 AM | Longevity and Regenerative medicine- Cell therapy by Pluristem, Mr. Yaky Yanay, President & COO, Pluristem Therapeutics |
| 09:30-09:50 AM | Capitalizing on the Data Revolution, Mr. Manuel Medina, Managing Partner, Medina Capital |
| 09:50 -10:10 AM | Secrets to Business Success, Mr. Bob Diener, Founder, Hotels.com |
| The Philanthropy Session | |
| 10:10-10:35 AM | The Philanthropy Panel – Swimming with Sharks |
| Moderator: Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund | |
| With: Ms. Shari Sant Plummer, President and Founder, Code Blue Foundation, Mr. Wolcott Henry, President, Munson Foundation | |
| Our planets life support system, the ocean, is facing unprecedented challenges threatening all life on earth. Philanthropists Shari Sant Plummer and Wolcott Henry will discuss how they are tackling the overwhelming problems of over fishing, acidification, plastic pollution, and exploitation of oil, gas and minerals, through strategic funding and activism. |
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| The Luxury Session | |
| 10:35 -10:50 AM | Yvel Diamond Program – Mr. Isaac Levi, President, Yvel Group |
| The Real Estate Session | |
| 10:50-11:10 AM | A One on One Interview with Mr. Ben Macfarland, With: Ms. Wendy Craft, Executive Director and COO, the Gonzalez Family Office (SFO) & Mr. Benjamin Macfarland, CEO of Elite Stor Capital Partners |
| The Real Estate Panel | |
| 11:10-11:30 AM | Moderator: Ms. Wendy Craft, Executive Director and COO, the Gonzalez Family Office (SFO) |
| With: Mr. Phillip Day, Senior Vice President, IMI, Mr. Matthew Adler, AdlerKawa Real Estate Advisors | |
| 11:30 -11:50 AM | Refreshment Break |
| The Art Session | |
| 11:50-12:10 PM | Andrew Wyeth: Artist and Art Market, Mr. Warren Adelson, Adelson Galleries |
| 12:10-12:40 PM | The Art Panel – Art & Film in the 21st Century |
| Moderator: Ms. Alexandra Fairweather, Fairweather Magazine | |
| With: Mr. Howard Lewis, OFFLINE, Art Collector, Ms. Sarah Arison, President, Arison Arts Foundation, Mr. Sebastian Stubbe, Partner, Da Vinci Media Ventures | |
| How has investing in the art and film worlds changed? How should one think about beginning an art collection today? How do you view the art world evolving? What are some steps that people should take to avoid the potential challenges of collecting, whether it be litigation, fakes, stolen works, etc? Why has it traditionally been so difficult for investors to make money in film? What has changed in the film industry to make a more analytical and risk managed approach possible? How do you find good projects and avoid adverse selection? How can you combine the passion of producing films with a conservative investment approach? | |
| The Family Office and Legal session | |
| 12:40-01:00 PM | The marketplace is changing at light speed. So is the law – Ms. Diana Zeydel and Mr. Martin Kalb, Greenberg Traurig LLP |
| 01:00-01:10 PM | TBA – Ms. Stephanie Bogan, Private Client Resources |
| 01:10-01:20 PM | Finding Value in An Expensive Market – Mr. Chad Naylor, Naylor & Company Investments, LLC |
| 01:20-01:40 PM | Sustaining Wealth Across Generations: Best Practices of Successful Multigenerational Families – Mr. David Herritt, Managing Director, Genspring |
| 01:40-01:50 PM | Personal Risk Management on a Global Scale, Mr. Robert Kerdasha, Managing Director, Premiere Coastal Insurance Group |
| 01:50-02:50 PM | Lunch – Special Keynote Lecture: Mr. Uri Levine, Co-Founder, Waze & FeeX – “Entrepreneurship, Passion for Revolutions, and the Vehicle for Doing It“ |
| 02:50-03:15 PM | The Next Generation Panel |
| Moderator: Ms. Kirby Rosplock | |
| With: Ms. Andrea Catsimatidis, Executive, Red Apple Group, Ms. Meaghan Kennedy Townsend, Mr. Nick David Raynes, Ms. Paola Urrea | |
| 03:15-03:45 PM | The New Latino Generation in the United States |
| Moderator: Mr. Ismael Cala, Producer and Journalist, CNN | |
| With: Don Sergio Fernandez De Cordova, PVBLIC LATAM, Mr. Luis Ortiz, Broker, Douglas Elliman Real Estate, Mr. Marco Lopez, Strategic Advisor, The Carlos Slim Foundation | |
| 03:45-04:00 PM | The Private Credit Opportunity in a World of Uncertainty, Mr. Alexander Condrell, Director, Monroe Capital |
| The Direct Investing and Family Office Deal Flow Panel | |
| 04:00-04:30 PM | Moderator: Mr. Ira Perlmuter, T5 Equity Partners (SFO) |
| With: Ms. Katherine Hill Ritchie, CEO, Pex Global (SFO), Mr. Ken Jones, CEO, Third Lake Capital (SFO), Mr. Daniel Goldman, Managing Partner, Goldrock Capital (SFO), Mr. Kevin McGovern, Chairman, McGovern Capital | |
| The ever growing trend of direct investment amongst families will be examined in one of the central panels of the East Coast series of conferences. | |
| 04:30-04:55 PM | The Impact Investing Panel |
| Moderator: Ms. Candice Beaumont, Managing Director and CIO, L Investments | |
| With: Mr. Sanjay Gupta, Adviser to the Chairman, Zhou Dynasty Capital, Mr. Sandro Salsano, President Salsano Group, J. Alan Reid Jr. Director, The Arista Group | |
| Impact investing is becoming the focus of many families who want to generate a measurable, beneficial social or environmental impact alongside a financial return. Families across the globe are focusing on socially responsible investing and leaving a measureable impact on society for generations to come. Impact Investing programs are expected to skyrocket and reach $1 trillion of assets under management in the coming years. The panel will examin this direction. | |
| 04:55-05:30 PM | The Homeland and Cyber Security Panel |
| Moderator: Ms. Jennifer Bawden, CEO, Bawden Capital | |
| With: Mr. John Browne, MBA, MSC, Mr. Chris Martenson, PhD, Economic Researcher and Futurist, Mr. Guy Schory, Strategic Initiatives, PayPal | |
| The experts weigh in on the global threats facing the world and family fortunes. Multiple economic and political black swans darken the horizon. Our distinguished panel of experts is at ground zero as these events unfold. Don’t miss their unique perspective and advice on how to steer clear of potential dangers ahead. Knowledge is power. | |
| 06:30 PM | Networking Cocktail Reception: Sponsored by Northrop at Sea Isle Marina in Miami aboard the STARSHIP |
The 2015 Florida Family Office & High Net Worth Conference
In the heart of one of the world’s most important art happenings, DC Finance’s 2nd Florida wealth management conference was held at the Ritz Carlton hotel, a day before the opening of Art Basel and followed by a week of luxury events dedicated to the guests.
Agenda:
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