The 2021 Florida Family Office & High Net Worth Conference
08:30 – 09:20 AM | Registration & Breakfast |
09:20 – 09:30 AM | Opening Remarks |
Mr. Denny Chared, Founder & CEO, DC Finance | |
Mr. Erez Hevroni, CEO, Innotech IB – Conference Moderator | |
09:30 – 09:50 AM | The Art Panel |
Mr. Max Dolgicer, Art Collector, Technology Entrepreneur – Moderator | |
Mr. Yigal Ozeri, Artist | |
Mr. Louis Meisel, Owner of Louis Meisel Gallery, Art Collector | |
Louis Meisel, one of the world’s most prominent Photorealist gallerists who is credited with coining the term “Photorealism”, along with leading photorealist artist Yigal Ozeri, and avid art collector and founder of ESKFF Eileen Kaminsky will discuss Photorealism in the digital age. What their role in the movement is, and how it’s changed over the years. The discussion will touch on points from the perspective of the art dealer, the artist, and the collector. Painting a complete picture from all angles. | |
THE BLOCKCHAIN & CRYPTO SESSION | |
09:50 – 10:10 AM | BSV Blockchain: It’s Time to Invest in a Better World |
Mr. Jimmy Nguyen, Founding President, Bitcoin Association for BSV | |
It’s time to move discussion of digital assets beyond speculative trading of coins, and instead focus on finding real utility in blockchain. Using a timestamped ledger of events, a blockchain can power more efficient and honest data applications for consumers, enterprises and governments. One of the world’s leading blockchain speakers, Jimmy Nguyen, will explain how the concept of time underpins the power of Bitcoin, and how Bitcoin SV (BSV) is finally massively scaling Bitcoin’s original protocol to enable real utility with blockchain technology that can build a better world. | |
10:10 – 10:30 AM | Cryptocurrency 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. | |
10:30 – 10:50 AM | Circle Yield: Crypto Returns Without the Volatility |
Mr. Noah Herman, Director of Treasury Services, Circle Internet Financial, LLC | |
Noah Herman from Circle will discuss Circle Yield, a crypto-based investment for institutions that is built on USD Coin (USDC) —the leading dollar digital currency — and overcollateralized with bitcoin. Offering fixed rates across a full yield curve and returns that are superior to holding cash. In this conversation, Noah will cover how Circle Yield can be part of your long-term crypto strategy. | |
10:50 – 11:00 AM | Bitcoin Mining on an Industrial Scale |
Mr. Peter Mikhailenok, Master of Coin & Director of Technology, Bitcoin Alley, Inc. | |
11:00 – 11:30 AM | Coffee Break |
11:30 – 11:45 AM | Keynote Speech |
Mr. Dan Gelber, Mayor of Miami Beach | |
11:45 – 11:55 PM | New York City Real Estate Threats and Opportunities |
Mr. Danny Fishman, CEO, GAIA Real Estate | |
Analyzing the NYC real estate market post covid, new mayor, tax complication, over supply, demographic changes. | |
THE MEDICAL SESSION | |
11:55 – 12:05 AM | A 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. | |
12:05 – 12:25 PM | Cancer 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. | |
12:25 – 12:35 PM | Light Line Medical, Inc. Visible Light – Infection Prevention Game Changer |
Ms. Vicki Farrar, Chief Executive Officer, Light Line Medical, Inc. | |
LLM is using its patented visible light technology to prevent catheter associated infections (CAIs), one of the most common and deadly infections worldwide. Without drugs, chemicals, or harmful UV light, our platform technology is a solution to the world’s antimicrobial resistance epidemic. The technology will be the first antimicrobial to prevent all infections: dialysis, urinary, respiratory, and vascular, with a first product launch targeted in early 2023. | |
THE FINANCE SESSION | |
12:35 – 12:45 PM | How a Mission-Based Bank at the Intersection of Fintech & Banking Plans to Help Small Business, Lift People Up & Transform Lives in the Aftermath of COVID |
Ms. Elaine Szeto, Chief Innovation Officer & Co-Founder, Integro Bancorp, Inc. | |
COVID had a devastating affect on small business. At Integro Bank, our Mission is to help small businesses grow and maximize employment because employment lifts people up and transform lives. By combining the best of Fintech and Banking, our innovative and proprietary Integro-360 combined with our CEO Club is exactly what small businesses need to grow and thrive in the aftermath of COVID. | |
12:45 – 01:05 PM | Stock Market Outlook: How you should be positioned in today’s environment |
Mr. Thomas Lee, Co-Founder & Managing Partner, Fundstrat Global Advisors | |
Mr. Lee will discuss his market outlook for the rest of the year and into 2022. He will discuss the sectors that are the most attractive in the current environment as well as discuss the themes that affect his outlook including Demographics, AI and Technology, the Generational Wealth Transfer, and of course, Bitcoin. | |
01:05 – 02:00 PM | Lunch |
02:00 – 02:10 PM | Late-Stage Follower Fund with Unique Access to High Quality Companies & Syndicates |
Mr. Jonathan Ebinger, General Partner, Transform Capital | |
Transform Capital’s unique access to the best late-stage private companies yields its Limited Partners outsized profits while generating philanthropy for the causes they choose without sacrificing their profits. As a follow-on fund, Transform’s smaller checks do not crowd out other investors. The GP’s strong track record in its sectors gives unparalleled access to founders and co-investors. | |
02:10 – 02:20 PM | The OppZo Story: Investing with a Purpose in Opportunity Zones |
Mr. Warren Reed, Co-Founder & CEO, OppZo | |
Warren Reed, Co-Founder and CEO of OppZo will share the origin story of OppZo and how he and his co-founder, Randy Garrett have assembled a team to launch a business to help the 52 million Americans that live in distressed communities due to poor circulation of capital. He will share how he and his team have built a platform to deploy capital into Opportunity Zones by partnering with investors looking for an 11% return and an opportunity to drive impact. | |
02:20 – 02:30 PM | Secular Bear Market on Horizon |
Mr. Michael Markowski, Director of Strategies AlphaTack, Director of Research Dynasty Wealth | |
The stage is set for the 1st secular bear since 2000 and 9th since 1802 to begin and to be the cause of a 45% to 60% decline over an eight to 20 year period. To grow a portfolio during a secular bear requires the utilization of proven secular bear investing strategies. Strategies which work well during secular bulls including the buying and holding of blue chips and the trading of dips must be avoided. | |
02:30 – 02:50 PM | The Philanthropy Panel – The Akshaya Patra Foundation |
Mr. Gururaj “Desh” Deshpande, President & Chairman, Sparta Group LLC | |
Dr. Anita Jain Shembekar, PhD, Entrepreneur & Philanthropist | |
Mr. Jackson Shembekar, The Crypto Kyd | |
02:50 – 03:10 PM | Fireside Chat: Tackling the Global Mental Health Challenge |
Mr. Zak Williams, Entrepreneur, Investor, Mental Health Advocate | |
Mr. Peter Bruce-Clark, Partner, Social Impact Capital | |
In this fireside chat, Zak Williams will provide a personal account of his journey up to creating PYM, as well as mental health charities and organizations Bring Change 2 Mind with Glenn Close, United for Global Mental Health, and Project Healthy Minds. He will be joined by Peter Bruce-Clark, Partner at impact-focused venture capital firm Social Impact Capital, to discuss the challenges and opportunities in building market-based solutions to the complex system challenge that is global mental health. They will discuss the commercial and social impacts generated by building companies that tackle mental health in various ways, placing what they do in context. The goal of their interventions are to empower people in need with the tools to effectively manage their mental health for better, longer, and higher quality lives. | |
03:10 – 03:25 PM | Keynote Speech |
Ms. Daniella Levine Cava, Mayor Miami Dade County | |
03:25 – 03:55 PM | The Entrepreneurs & Investors Session |
Ms. Candice Beaumont, Chief Investment Officer, L Investments – Moderator | |
Mr. Christopher Ruddy, CEO, Newsmax Media, Inc. | |
Mr. Archie Ravishankar, CEO, Cogni | |
Mr. Sandro Salsano, President, Salsano Group | |
Mr. Wan Li Zhu, Co-Founder & Managing Director, Suffolk Technologies | |
Leading Entrepreneurs and Investors speak on building wealth operating companies and global asset allocation strategies, market and futuristic trends for the next generation. | |
03:55 – 04:15 PM | The Performing Arts Panel |
Ms. Wendy Diamond, Founder & CEO LDP Ventures & Women’s Entrepreneurship Day Organization (WEDO) – Moderator | |
Ms. Wendy Federman, Theatre & Film Producer, CEO Foolish Mortals Productions | |
Ms. Lauren Selig, Entrepreneur & Executive Producer | |
04:30 – 06:00 PM | Conference Cocktail Reception sponsored by Abra |