8:00: Registration
Registration, Breakfast and Networking.
08:30 Welcome
Opening remarks.
08:35 AI Investments for Good: The Opportunities and Challenges
- Utilizing AI and machine learning in investment strategies
- Ethical considerations and responsible AI integration in investment decisions
- AI-driven analytics for portfolio optimization and risk management
- Identifying emerging AI trends and their impact on family office portfolios
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Donald Nelson, Investor, Family Office, USA
Peter Habib, Co-Founder, MPI Family Office, USA
Dr. Alexandra C. Cook CPA, CGMA, CFF, FAIA, Principal, Sunburst Ventures Florida & Puerto Rico
Mike Shirazi, General Partner, Pursuit Ventures, USA
09:15 Life Science Opportunities for Impact and Return
- Exploring biotech, pharmaceuticals, and healthcare as investment sectors
- Assessing risks and opportunities in life science-related investments
- Impact investing and ESG considerations in life science investments
- Collaborations and partnerships in life science for family offices
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Neeraj Rama, CBCC Family Office, Chief Investment Officer, USA
Yale Fishman, President, Fishman Family Office, USA
Ricky Caplin, Chairman, Caplin Ventures (Family Office) – Co-Founder, The Aurora Forge (Venture Studio), USA
09:45 Entertainment Capital: Investing in the Entertainment Industry
- Understanding investment opportunities in film, media, and entertainment
- Navigating the convergence of technology and entertainment for investments
- Risk management and diversification in entertainment-related investments
- Leveraging the global appeal of entertainment in family office portfolios
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Samira Salman, Founder & Managing Partner, Collaboration Circle, USA
Andrew Davis, Investment partner, MakerX, USA
10:20 “The Emergence of Company Creation Platforms (and the compounding benefits for Family Office Investors)”
Presentation by Karim Bousta, Co-Founder & Managing Partner, DVx Ventures, USA
10:40 Networking Break
Morning networking coffee break.
11:10 Family Office Portfolio Structuring and Restructuring
- Tailoring portfolio structures to align with changing market dynamics
- Estate planning and wealth transfer strategies for family offices
- Balancing liquidity, risk, and return in diversified portfolios
- Adapting portfolios to cater to generational shifts and changing objectives
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Ross Kestin, Founding Partner & CEO, Aliya Capital Partners, USA
Gary Fowler, President, CEO & Founder, GSD Venture Studios, USA
Chris Hutton, CFO, DVx Ventures, USA
Isabel Quintero, Associate director private clients, Henley & Partners, USA
Wendy Craft, CEO, Elle Family Office, USA
12:00 5 Min Pitch by Pontoro
12:05 Roundtable Discussions
With peer learning and interaction in mind, these 60-minute breakout sessions are designed to promote the sharing of experiences and brainstorming of ideas in facilitated and balanced discussions.
Roundtable One: Hosted by DVX Ventures
Roundtable Two: Hosted by Pontoro
13:05 Networking Lunch
A chance to meet and discuss the morning’s sessions over lunch.
13:50 The New Tech Worth Your Money and Energy
- Identifying high-growth potential technologies and tech companies
- Risk assessment and due diligence in technology-based investments
- Investing in disruptive tech sectors and emerging innovations
- The role of tech in future-proofing family office portfolios
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Russell Deakin, Chief Investment Officer & Managing Partner, Aceana Group, A Single Family Office (SFO), USA
Omid Tafti, Investment Strategy, Ligo Partners, Family Office, USA
Feryal Ferdowsi, Founding General Partner, Pursuit Ventures, USA
Filip Vurdelja, Partner, 8090 Industries, USA
Mark Halberstein, President, Bash Cap Family Office, USA
14:35 The Evolution of Blockchain and Web3
- Understanding the potential of blockchain and Web3 in reshaping family office
investment dynamics - Risks and opportunities associated with decentralized finance (DeFi) for family offices
- Incorporating NFTs and digital assets into family office portfolios
- Legal and regulatory considerations in adopting blockchain technologies
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Sanjay Bhatia, Founder, Quantum Spirit, USA
Ariel Fishman, Director, Prosperity Fund, USA
14:55 “Vision of the Future AI”
An interview with Sandro Salsano, President, Salsano Group, Panama
15:10 Real Estate Investment Trends in the US and Worldwide
- Evaluating the current real estate market and investment opportunities
- Sustainable and socially responsible real estate investments
- Navigating global real estate markets and regulatory landscapes
- Strategies for leveraging technology and data in real estate investment decisions
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Elizabeth Habib, CEO, Consortium of Wealth Communications Specialists & Principal, MPI Family Office, USA
Yuxi Huang, Principal, Alpha Square Group, USA
Aaron Manoucheri, COO & Co-Founder, Manoucheri Brothers LLC, USA
15:35 Private Credit in Family Office Investment Strategies
- Exploring the landscape of private credit opportunities in the current market
- Risk assessment and management in private credit investment for family offices
- Leveraging private credit as a diversification tool within family office portfolios
- Navigating regulatory and compliance challenges in private credit investments
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student, USA
Rosemary Sagar, Principal & CIO, Sagar Family Office, USA
Ahmad Ashrafi, Founder & CEO, infinity, USA
16:00 Cocktail Reception Hosted by DVX Ventures
A Cocktail reception with the chance to network in an informal setting and discuss the event.
17:00 Closing remarks
