Redesigning

The Future - US Edition

A day of panels and talks for business leaders and family offices who have the power and enthusiasm to change the world for the better. 

Location

Times Square EDITION New York Hotel, New York, USA.

Date

TBC.

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US Family Offices
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Service Providers
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Roundtables
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Networking Sessions
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Interaction

Introduction

2020 and 2021 have provided many decades’ worth of historical events in just 18 months.

These challenges have tested our individual nations, our economies, our people, our spirits, and our leadership. Alea Global’s series of events looks at how we as business leaders – bonded through our great intentions and our valuable experience – can work together to learn the lessons of this trying period.

By talking about global and national issues in a free, informal and constructive way, we will explore the interests and ambitions of family offices and the expertise of participating organisations. Through this event we aim to gather more than 50 family offices from the US, with our usual highly rewarding 70:30 split of family offices to service providers.

Previous Highlighted Speakers

Mohammad Al Duaij
Alea Global Group

Mitzi Perdue
2nd Gen, the Sheraton Hotel Chain Family and Perdue Chicken; Business Woman, Author

Scott Amyx
Astor Perkins

Ziad K. Abdelnour
Blackhawk Partners

Pierre duPont
Private Investor, Semi-Retired Entrepreneur, Mentor To Family-Business Owners, Advisor For Businesses Large & Small

Brynne Kennedy
Archibald Ventures

Candice Beaumont
L Investments

Skip Coomber
Ralph Skip Coomber
Family Office CEO and Business Attorney

Samira Salman
Heathside Ventures

Zach Resnick
Unbounded Capital

Kevin J. Schimelfenig
The McGeever Family Office

Mohamed Badr
Alea Global Group

Dr. Alexandra C. Cook
CPA, CGMA, CFF, FAIA
Principal Sunburst Ventures Florida, LLC

Ronen Schwartzman, MBA
Cooper Family Office

Stacy (Kaeser) Derby
Family Biographer at Bind These Words, LLC

Leah Zveglich
Aster Impact

Kemal Farid
Investor
Founder Partner
L37 Ventures

Caryl Stern
Walton Family Foundation

Omar Al-Busaidi
Ataraxia VC

Madhu Avalur
Angaros Group

Gillian Sutton Cho
The Amherst Group

Brian DeLucia
Arrivato LLC

David Hamilton Nichols
Speaker, Author, Investor, Producer

Jonathan S. Blue
Blue Equity

Salil Patel
Virtuosity

Wm. Travis Crocker
CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student

Previous Agenda

8:00: Registration

Registration, Breakfast, Networking and one-on-one meetings.

8:45 Welcome

Chairman welcome and opening remarks

8:50 Urgent Action for Long-Term Success

  • How family offices can navigate the still existing crisis and its aftermath. Key factors to minimise your losses and get back on track for long-term prosperity.
  • Cutting your losses: which investments, regions and sectors to put on pause right now.
  • Emerging opportunities: how to make the most of new information for some new and
    unexpected investments.
  • Recalibrating for the future: plotting a return to your ultimate goals, despite this sudden
    detour.
  • Playing a new role: how family offices can work together for the benefit of all, protecting
    people from the fall-out of this difficult time.

Moderator: Skip Coomber, Ralph Skip Coomber Family Office, CEO and Business Attorney
Ronen Schwartzman, MBA Cooper Family Office
Pierre duPont, Private Investor, Semi-Retired Entrepreneur, Mentor To Family-Business Owners, Advisor For Businesses Large & Small
Stacy (Kaeser) Derby, Family Biographer at Bind These Words, LLC

9:30 Digital Assets / Cryptocurrency 

  • Comparing the main players in the crypto market
  • How covid has accelerated the rise of digital currencies
  • How to prepare your business for a digital currency model

Moderator: Skip Coomber, Ralph Skip Coomber Family Office, CEO and Business Attorney
Zach Resnick, Unbounded Capital
Madhu Avalur, Angaros Group

9:50 Real Estate in a Post-Covid World

  • The changing landscape of real estate in a post-covid world
  • US hotspots for real estate investment
  • How city centre real estate opportunities in the US will change over the next 5-10 years
Brian DeLucia, Arrivato LLC
Mohammad Al Duaij, Alea Global Group
 

10:10 Networking Break

Morning networking coffee break.

10:40 “Single Family Rentals: Growth, Challenges, and Opportunity”

An interview with Gillian Sutton Cho, The Amherst Group.

11:10 New business practises for a new decade

  • How will family offices develop their working behaviours in the coming years?
  • Technology trends that will change the business world.
  • Individual vs professional – where do we draw the line in 2021? 

Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student
Samira Salman, Heathside Ventures
Ziad K. Abdelnour, Blackhawk Partners
Dr. Alexandra C. Cook, CPA, CGMA, CFF, FAIA Principal Sunburst Ventures Florida, LLC
Kemal Farid, Investor, Founder, Partner, L37 Ventures 

12:00 Roundtable Discussions

Roundtable One: “Algorithms Do Not A Company Make: Investing Wisely in Data Science Ventures.”

Hosted by SpringTide

Roundtable Two: “Demystifying Collateralized Loan Obligations (CLOs): Today’s Allocation for Yield and Stability.”

Hosted by Barrow Hanley Global Investors

Roundtable Three: “The VC Opportunity In Latin America”

Hosted by Jaguar Ventures

Roundtable Four: “White Star Capital”

Hosted by White Star Capital

13:00: Networking Lunch

Lunch hosted by The Aster Village

13:55 Interview with Caryl Stern “Walton Family Foundation: A Family-Led Approach to Philanthropy”

14:10: Put your own mask on first: making nations self-sufficient for the greater good 

  • Identifying the gaps in national self-sufficiency.
  • How family offices can help their own regions to manage a crisis.
  • Back to basics with investment in agriculture, energy and health.
  • What we can learn from the countries who manage isolation well.
Moderator: Leah Zveglich, Aster Impact
David Hamilton Nichols, Speaker, Author, Investor, Producer
Scott Amyx, Astor Perkins
Mitzi Perdue, 2nd Gen, the Sheraton Hotel Chain Family and Perdue Chicken; Business Woman, Author
 

14:50 Healthcare – an investment opportunity 

  • Emerging trends in global healthcare, and their impact on USA.
  • New medical technology and how it will transform our healthcare services.
  • The merging of sectors, as healthcare looks to other industries to solve problems.
  • Public and private healthcare across the region and the differing needs of both.
Moderator: Leah Zveglich, Aster Impact
Kevin J. Schimelfenig, The McGeever Family Office
Salil Patel, Virtuosity
Omar Al-Busaidi, Ataraxia VC
 

15:10 The new international investment landscape

  • How has global and cross-border investing fundamentally changed in the last 18 months?
  • Making the new rules work for you and your business.
  • The most responsible investments to be making right now.
  • Investing at home versus abroad, which is the best thing to do?
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student
Jonathan S. Blue, Blue Equity
Brynne Kennedy, Archibald Ventures
Candice Beaumont, L Investments
 

16:00 Cocktail Reception hosted by Aster COOP

A Cocktail reception with the chance to network in an informal setting and discuss the event.

17:00 Closing remarks for the event 

Closing remarks for the event.

Previous Event Partner

Previous Sponsors

We are extremely grateful for the support of our sponsors, who help to make all this possible.

What Our Attendees Say

Get in touch with us

Email us at info@aleaglobalgroup.com.

Please Note: Registration is subject to Advisory Board approval. 

Terms and Conditions Apply.