Register Now

Tuesday, June 4th, 2024

University Club of Chicago

Register Now
Add to Calendar

The 2015 East Coast Family Office Conference

DC Finance held its 3rd Annual East Coast Family Office & Wealth Management Conference to be held at the Union League Club on Tuesday, October 20th 2015 (

Speakers included Mr. Uri Levine, Co-Founder of Waze, the world’s most famous navigation app which was bought by Google for 1.3 Billion USD in a deal that reflected the largest payout to employees in the history of Israeli high tech, Ms. Nancy Spielberg , Producer “Above and Beyond”, Mr. Tal Kerret, President of one of America’s leading developers, Silverstein Properties, which is currently rebuilding the World Trade Center, Ms. Nancy Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund, Ambassador Kurt Volker, Former US Permanent Representative to Nato and Dr. Peter Pry, Executive Director, Task Force on National and Homeland Security.


2015 Agenda:


08:00-09:00 AM Registration and Refreshments
 09:00-09:05 AM Conference Chair: Ms. Judy Klebanow, Wealth Advisor with New York Life Eagle Strategies
09:05-09:10 AM Opening Remarks: Mr. Denny Chared, CEO, DC Finance
09:10-09:30 AM The Oil and Gas Session
Moderator: Ms. Candice Beaumont, Managing Director and CIO, L Investments

With: Mr. Lowell Sands, Business Development, Rosewood Resources, Inc., Dr. Gal Luft, Senior Adviser, United States Energy Security Council, Mr. Sanjay Gupta, Adviser to the Chairman, Zhou Dynasty Capital

The panel will examine the effect of the shale oil and gas revolution on the global oil supplies and the energy & commodity price outlook and return profiles. Ms. Candice Beaumont will lead a discussion on the impact of new drilling technologies and whether the environmental effects curtail production. Also to be discussed is the volatility of crude oil – dropping down to $40/bbl then rallying to a high of $50/bbl; what caused this and what will the future hold? Finally, what alternative energies are on the horizon and what will be their impact?
The Innovation Session
09:30-10:00 AM The High Tech & Innovation Panel – Taking Part in the Innovative Revolution
Moderator: Mr. Preston Tsao, Managing Member, Metcircle Networking
With: Mr. Sean OSullivan, Founder and Managing Director, SOSV, Ms. Sharon Foulston, Chairman, Aladdin Ventures (SFO)
The High Tech & Innovation session is a key segment which opens up each of our events, assembling innovators and investors from around the world. Is private wealth too conservative for high tech? Is the next generation of investors recognizing more and more the evolution of investing in innovation thereby shifting family capital to associate with this emerging opportunity? What to look for when considering a potential venture? How to avoid pitfalls? Identifying today’s hottest technologies? These are just some of the questions that will be answered on our most talked about panel.
10:00-10:20 AM Israel – The Start-up Nation “its the most promising investment hub outside the U.S”– Warren Buffet, Mr. Justin Borus, Founder and Managing Partner, Lazarus Israel Opportunities Fund
10:20-10:30 AM Addressing the Needs of the Enteral Feeding Market, Dr. Doron Besser, CEO, Nutriseal
The Investments Session
10:30-10:45 AM Top Tax Challenges Affecting Global Families, Mr. Richard Barjon, CPA, Senior Manager, and Mr. Richard J. Bloom, CPA, PFS, MST, Partner, Private Client Services, Weiser Mazers
10:45-11:05 AM Global Macro Outlook, Mr. Luciano Siracusano, Chief Investment Strategist, WisdomTree
11:05-11:30 AM Refreshment Break
11:30-12:00 PM The Next Generation Session – The Millennials
Moderator: Ms. Sharna Goldseker, Executive Director, 21/64
With: Ms. Bryn Mars, Managing Director, Dignitas, Mr. Daniel Rueven, Managing Director, Kinneret Group (SFO), Ms. Mamie Kanfer, Founder & CEO at Starling
As an intergenerational transfer of wealth is well underway, it behooves us all to learn who the next generation of stewards is. Join Sharna Goldseker of 21/64, a non-profit practice specializing in engaging next generation and multiple generations in philanthropy and family enterprise, as she facilitates a panel of Millennials talking about who they are, how they interact with their family entities, and how they approach opportunities and challenges in todays global society. Sharna will present research on the generational personalities and trends of Gen Y-ers and invite panelists Mamie Kanfer, Daniel Rueven and Bryn Mars to offer insights into what motivates their generation in their decision making.
12:00-12:30 PM The Philanthropy Session
Moderator: Ms. Lisa Firestone Von Winterfeldt, Founder, Firestone von Winterfeldt Family Fund
With: Mr. Gary Mendell, Founder, Shatterproof, Mr. Ronald Bruder, Founder and Chairman, Education For Employment (EFE), Ms. Jean Ahlefeldt-Laurvig, Managing Partner, ASDO
Building & Saving Lives From America to Africa: the work of three philanthropic leaders fighting addiction, building careers, health, education and culture
12:30-01:00 PM Ms. Nancy Spielberg, Producer, “Above and Beyond” – Producing in Today’s Documentary Film World
Nancy will provide us with a synopsis of the highly acclaimed “Above and Beyond” and then talk about the surprises and challenges of fundraising (mostly when your name is Spielberg), share stories about George Lucas’ Industrial Light and Magic company who did the CGI work pro bono, raising capital from strangers, the leaking of the sample reel on the Internet and how that became her own personal crowd funding.
The Luxury Session
01:00-01:10 PM Private Aviation – Understanding the Landscape and Options in 2015 Mr. Andrew Collins, President & CEO, Sentient Jet
01:10-01:30 PM The Real Estate Session – A One-on-One Interview with Mr. Tal Kerret
With: Ms. Wendy Craft, Executive Director/ COO The Gonzalez Family Office (SFO)

Mr. Tal Kerret, President, Silverstein Properties

01:30-02:30 PM Lunch – Special Keynote Lecture: Mr. Uri Levine, Co-Founder, Waze & FeeX – Entrepreneurship, Passion for Revolutions, and the Vehicle for Doing It
02:30-03:20 PM The Homeland and Cyber Security Session
Moderator: Ms. Jennifer Bawden, CEO, Bawden Capital
With: Ambassador Kurt Volker, Former US Permanent Representative to NATO, Dr. Peter Pry, Executive Director of the Task Force on National and Homeland Security, Ambassador Jim Woolsey, Former Director, CIA, Mr. Herbert London, President at Hudson Institute NY, Lieutenant General (Ret.) David A. Deptula
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.
03:20-04:10 PM The Direct Investing and Family Office Deal Flow Session
Moderator: Mr. Ira Perlmuter, T5 Equity Partners (SFO)
With: Ms. Katherine Hill Ritchie, CEO, Pex Global (SFO), Ms. Sarah Overbay, Director of Private Investments, Marron Capital (SFO), Mr. Everett Alexander, Senior Investment Analyst, Olivenhein Holdings (SFO), Mr. Kevin McGovern, Chairman, McGovern Capital (Family Member), Mr. Paul Kang, President/CIO, AltaCap (SFO)
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.
04:10-05:00 PM The Economic Session
Moderator: Ms. Jennifer Bawden, CEO, Bawden Capital
With: Mr. Chris Martenson, PhD, Economic Researcher and Futurist, Mr. Michael Sury, Executive Director, SIFIRM, Mr. Steve Moore, American Economic Writer and Policy Analyst
America’s top macroeconomic minds will have hard questions on how stable our economy really is. The Nation is awash in debt, the fed has almost no bullets left and world currency wars have begun. What are the hidden dangers and how do we protect our own portfolios? 
Networking Cocktail Reception at the Georges Bergès Gallery
Several Real Estate workshops will be held by Thor Equities throughout the day.



For last year’s program – NYC Agenda 2014