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Tuesday, June 4th, 2024

University Club of Chicago

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The 2016 East Coast Family Office Conference

Following a sold out 2015 event, we are proud to present our 4th conference for the area’s top ultra high net worth individuals and single family offices at the Union League Club., NYC.

We offer not only cutting edge education but also a networking platform for local and international families that you won’t meet anywhere else. Come meet families just like you, from the US as well as from the other side of the Atlantic who seek investments, partners, or just good friendship. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.

This year we will discuss Investment in food & beverage, sports & entertainment panel, impact investing, direct investment, co-investment amongst families, alternative investments, next generation issues, high tech & innovation, homeland security, cyber security threats and women in family business.

Over 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year’s event. 85% of our attendees are SFOs and ultra high net worth Individuals family members thanks to very strict guidelines that are keeping this ratio intact and a thorough due diligence process that is being made with each attendee.


2016 Agenda
08:00-09:00 AM Registration and Refreshments
09:00-09:05 AM Opening Remarks: Mr. Denny Chared, CEO, DC Finance
09:05-09:10 AM Conference Chair: Ms. Judith Klebanow, Wealth Advisor, New York Life
The High Tech Session
09:10-09:40 AM The High Tech Panel
Moderator: Mr. Matthew Kibble, Founder and CEO, Australy International (SFO)
With: Mr. John Edge, Founder & Chairman – ID2020, Mr. Michael Englander Managing Partner, Millenium Partners, LLC, Mr. Avichay Nissenbaum, Co-Founder and General Partner, lool Ventures, Mr. Mark G. Shafir, Head of Technology, Media & Telecommunications and Global Co-Head of Mergers & Acquisitions, Citigroup Inc.
09:40-09:50 AM Longevity and Regenerative Medicine – Cell Therapy by Pluristem – Ms. Karine Kleinhaus, Vice President North America, Pluristem Therapeutics Inc.
09:50-10:10 AM Creating New Global Standards of Care – from Given Imaging’s PillCam to HyGIeaCare® Prep – The Easiest Prep for Colonoscopy –Mr. Gavriel D. MeronCEO and Chairman, HyGIeaCare Inc, Founder Given Imaging Ltd
10:10-10:20 AM ASAPP Provides Real-Time Services To Your Doorstep  Mr. Michael J. Calabrese, Marketing Director, ASAPP
The Investment Session
10:20-10:40 AM Diversifying Away from US Investments: Finding Opportunities in Alternative Assets Mr. Juan Carlos Artigas, Director of Investment Research, World Gold Council
10:40-11:05 AM The Food & Beverage Consumer Goods Panel
Moderator: Ms. Marcia Nelson, Founder & CEO, Deals & Divas
With: . Dan Glickberg, Co-Founder and Partner at Rodeo CPG, Mr. Ben Bryce, Managing Partner at Align Ventures, Mr. Martin Okner, Board Member, Strategic Advisor, SHM Corporate Navigators, Mr. William V. Andrews, Principal of Ocean Blue Entertainment.
Food, Fashion, Film — Family Office Investments in Consumer and Lifestyle Companies. Family offices discuss how they leverage their personal knowledge to enhance their investments in a variety of companies across the consumer and lifestyle market. They will share ideas on the types of companies they invest in, how they add value to the company, and some of the challenges they face in a competitive marketplace.
11:05-11:15 AM Meeting the Global Security Concerns of the Wealthy Traveler, Mr. Chris Kollas, Vice President, TCS World Travel
11:15-11:40 AM Refreshment Break
11:40-12:00 PM The Real Estate Panel
Moderator: Mr. Mark Rubin, Senior Managing Director, FTI Consulting
With: Ms. Kay Auer, Chief Financial Officer, WaterWalk Hotel Apartments, Mr. Joseph Sitt, President & CEO, Thor Equities, Mr. Timothy H. Callahan, Chief Executive Officer, Callahan Capital Properties
12:00-12:30 PM The Next Generation Investing for Profit & Impact Panel
Moderator: Ms. Michele Demers, Founder & CEO, Boundless Impact Investing.
With: Mr. Joshua Marc Tanenbaum, Founder of Clearstone Group and Board Member of the Polonsky Foundation, Mr. Justin Kamine, Managing Director, Kamine Development Corporation, Ms. Cynthia Muller, Program and Portfolio Officer, Kellogg Foundation
This panel will provide insights into the growing and complex world of impact investing from the perspective of “NextGens” — the next generation of wealth holders.  It is estimated that the Baby Boomer generation will pass on approximately $59 trillion to NextGens in the next decade. Many family offices are increasingly active or interested in impact investing, and this panel will help explain what personal values or interests drive their investment choices and decisions.  Boundless Impact CEO Michele Demers will lead a discussion that will provide a window into the kinds alternative investments that are achieving both remarkable financial and social/environmental returns, and how this rising generation is even influencing traditional investing.
12:30-1:20 PM Lunch
1:20-2:00 PM Keynote Speaker: Mr. Sam Zell, Chairman, Equity Group Investment – A Discussion about career, the global economy and investment opportunities
The Family Business Session
2:00-2:30 PM The Next Generation Panel
Moderator: Mr. David Homan, Executive Director, AICF
With: Ms. Mickey Penzer, Operations Manager, Life Inc. Pool Trusted, Ms. Helena Durst, Co-Vice President, Durst Organization, Mr. Charles Rockefeller, Head of Partnerships and East Coast Business Development, Composite Apps, Inc., Mr. Jason L. Ma. Founder, CEO & Chief Mentor, ThreeEQ
The Business of Philanthropy:  A discussion on the importance of strengthening philanthropic bonds across generations
2:30-3:00 PM Predictions, Pathways, and Policies
Moderator: Mr. David Homan, Executive Director, AICF
With: Ms. Candice Cook, Managing Partner, The Cook Law Group, Ms. Nathalie Mollino, CEO, Brava Investments, Ms. Anastassia Dellaccio, Co-Founder, Dolci Gelati
Predictions, Pathways, and Policies:  A futurist discussion on investment, engagement, and business scalability in relation to outcomes, engagement, and wholistic growth.
3:00-3:30 PM Refreshment Break
3:30-3:50 PM Elections 2016 – Analysis and Forecast
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jason Meister, Senior Director; Ackman-Ziff Real Estate Group, Ms. Sharon Bush, Business woman and Philanthropist, Ms. Jeniffer Grossman, CEO, Atlas Society
Our Political Experts battle it out and help you understand how the Elections will effect America and your portfolio.
3:50-4:20 PM Direct Investing and Family Office Deal Flow
Moderator: Ms. Katherine Hill Ritchie, CEO, Pex Global (SFO)
Speakers: Mr. Ira Perlmuter, Managing Director, TS Equity Partners (SFO), Mr. David Miller, Partner, Landon Family Office (SFO), Mr. Mesh Lakhani, Investment Manager, Lakhani Family Office (SFO), Mr. Adam Fried, Partner, Stillwater LLC (SFO)
Direct investing – early stage vs. investing in mature companies, active control positions vs. minority stakes, red flags and important issues to review during due diligence.
4:20-4:50PM The Homeland and Cyber Security Panel
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jonathan Conrad, Chariman, CEO and Founder of AdmieMobile, Mr. John Sitilides, Principal, Trilogy Advisors, Mr. Michael Spencer, Investor Relations, CipherLoc Inc.
Hear from the Experts regarding the latest cyber threats, what you can do to protect your families and other National Security issues.
6:30 PM Cocktail Party – Eden Gallery