Register Now

Tuesday, June 4th, 2024

University Club of Chicago

Register Now
Add to Calendar

The 2017 East Coast Family Office Conference

October 24th, 2017 Agenda
08:00-09:00 AM Registration and Refreshments
09:00-09:10 AM Opening Remarks 
Conference Chair: Mr. Jason Cain, Private Client Services, BDO USA LLP and Mr. Denny Chared, CEO, DC Finance
The Investment Session
 09:10-09:25 AM Where to Invest? Insights from Mr. Ben DuPont, Managing Director, Chartline Capital Partners
A Glimpse Into the World of Medical Cannabis
09:25-09:45 AM The Medical Cannabis Panel – Demystifying transformation and innovation in the cannabis sector
Moderator: Ms. Jeanne Sullivan, Chief Inspiration Officer, Sullivan Adventures LLC
With: Dr. Debra Kimless, Medical Advisor, ForwardGro, Mr. Alain Bankier, Member, New York Angels
09:45-10:05 AM Venturing into Medical Cannabis Startups: The Art of Investing in Cannabis Startups, Mr. Carter Laren, Co-Founder, Gateway
10:05-10:15 AM Nectar: A True Cannabis Success; Explosive Growth Yesterday, Today and into the Future, Ms. Devra Karlebach, COO, Nectar Holdings, Inc.
10:15-10:25 AM Investing For Income, Mr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Capital Partners
A Perspective on Real Estate Investments for 2018
10:25-10:40 AM Real Estate Investing in Secondary Markets, Mr. Andy Weiner, President, RockStep Capital
10:40-11:10 AM The Real Estate Panel 
Moderator: Ms. Wendy Craft, Chief Operating Officer, Favara Family Office
With: Ms. Belinda Schwartz, Chair,  Real Estate Dept., Herrick Feinstein LLP, Mr. Scott Bennett, Vice President, Northeast Region, Wells Fargo Real Estate Asset Management, Mr. Stuart Eisenberg, Partner and National Real Estate & Construction Industry Practice Leader, BDO USA, LLP, Mr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Partners
 11:10-11:40 AM  Refreshment Break
 11:40-12:20 PM The Direct Investing Panel
Moderator: Mr. Jason L. Ma, Founder & CEO, ThreeEQ
With: Mr. Billy Draper, Investor, Draper Associates, Mr. David Lifschultz , Managing Partner, Lifschultz Organization, and Managing Partner, L Investments,  Mr. Ira J. Perlmuter, Managing Director,Triple Five GroupMr. Mauricio J Rauld, ESQ, Managing Partner & General Counsel, Four Peaks Partners
A discussion panel about the ways Family Offices are moving more toward direct investing and co-investing with funds and other families.
12:20-12:30 PM Mitigating Food Security and Safety with Science and Technology, Mr. Ohad Zuckerman, Managing Partner, Copia Agro & Food
12:30-12:50 PM The Education Panel
Moderator: Mr. Bill Hughes, Partner, Milamber Ventures
With: Mr. Adam Newman, Co-Founder & Managing Partner, Tyton Partners, Ms. Bobbi Kurshan, Executive Director of Academic Innovation & Sr Fellow in Education, Penn Graduate School of Education, Mr. Matthew Greenfield, Managing Partner, ReThink Education, Mr. John Katzman, Founder and CEO, The Noodle Companies
Education is US $3 trillion industry globally and it is being disrupted by technology, creating massive opportunities for impact and returns.  But investing in education has proved perilous for many.  Are the opportunities real or illusory?  Where are they?  A panel of pros in ed tech investment and innovation discuss and debate the opportunities facing investors.
12:50-02:00 PM Lunch
01:30-02:00 PM Special Lunch Presentation -The Story of HAMLET – A Novel Approach to Treating Cancer, Professor Catharina Svanborg, Senior Professor of Clinical Immunology, Microbiology, Institute of Laboratory Medicine, Lund, Sweden
02:00-02:30 PM The Financial Reveal: How & why to talk to your Kids about Family Wealth
Dr. Paul Hokemeyer, Family & Consulting Therapist & Mr. Adil AdiFounder & CEO, Worldlink
02:30-03:00 PM The Film & Theatre Panel
Moderator: Mr. Oliver Roth, Producer & CEO, OHenry Productions
With: Ms. Wendy Federman, CEO, Foolish Mortals Productions, Mr. Stephen J. McCarthy, Managing Director, KCG Capital Advisors
There’s no Business like…. – A look into some of the most exciting passion investment fields – Film and Broadway!
03:00-03:30 PM Refreshment Break
03:30-04:15 PM Cybersecurity’s Accelerating Threat: The Impact of Evolving Technologies
Moderator: Mr. Jonathan Conrad, CEO & Founder, Admiemobile LLC
With: Mr. Jonathan Granoff, President, Global Security Institute, Mr. John RiggiHead of Cybersecurity and Financial Crimes Unit BDO Consulting Managing Director, Mr. Yalkin Demirkaya, President, Cyber Diligence, Inc, Former Head of Computer Crimes in NYPD, Ms. Jennifer Miller, President, Bioethics International, Mr. Rafal Rohozinski, Chief Executive Officer, Secdev Group
Don’t worry about your worst fears!   Following our initial presentation, our panel of leading experts will be prepared to address your questions on critical issues ranging from cybercrime and national security, to privacy and health care, to the implications of quantum computing, machine learning, artificial intelligence and the Internet of Things.
04:15-04:45 PM The Impact Investing Panel – Investing in Early Childhood Resiliency
Moderator: Mr. Matthew Weatherly-White, Co-Founder and Managing Director, CAPROCK Group
Panelists: Ms. Sarah Cone, Managing Partner, Social Impact Capital , Mr. Kimbal Musk, Co-Founder, The Kitchen Community
This panel discussion will focus on investable ideas in early childhood resiliency, at the intersection of tech, agriculture, nutrition, and education.  
05:00-06:30 PM Cocktail Reception Sponsored by BDO at the Union League Club