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Tuesday, June 4th, 2024

University Club of Chicago

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The 2022 Chicago Family Office Conference

08:00 – 09:00 AM Breakfast & Networking
09:00 – 09:15 AM Opening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Mr. Ronald Diamond, Founder & Chairman of Diamond Wealth, Chair of TIGER 21
Mr. John E. Messervey, Private Advisor to America’s Leading Families – Conference Moderator
09:15 – 09:35 AM Selling the Family Business – What I Know Now That I Wished I Knew Then – A Panel Discussion
Mr. John E. Messervey, Private Advisor to America’s Leading Families – Moderator
Mr. Jeffrey Walsh, CEO, Sasser Family Companies
Mr. J. Randall Waterfield, Chairman, Waterfield Holdings
  In a stimulating wide-ranging discussion, three very experienced CEO’s will share the lessons learned in leadership, strategy, wealth creation and more. Unique insights on selling the family business will be highlighted including life beyond the sale, family unity and value creation.
09:35 – 09:55 AM You Say Privacy, I Say Privacy
Mr. Adam Garber, Partner, Trusts & Estates Group, Levenfeld Pearlstein LLC
Ms. Suzanne Shier, Of Counsel, Trusts & Estates Group, Levenfeld Pearlstein LLC
How private can your wealth planning be in a world of trust, partnership, and corporation private and public registration requirements, foreign asset and account reporting requirements, and beneficiary notice and accounting requirements? How private do you want your wealth plan to be among your beneficiaries? What can you do to maintain your wealth planning privacy?
09:55 – 10:05 AM Purpose, Impact and Unity: How St. Jude is Joining the Fight to Save Children all Over the World
Mr. Peter Bower, Area Executive Director, ALSAC – St. Jude Children’s Research Hospital
When the humanitarian entertainer Danny Thomas realized his dream of opening St. Jude Children’s Research Hospital in 1962, he rallied his family and people behind a great purpose, to save children with diseases then considered incurable no matter their race, creed or finances. This year, between 180,000 and 240,000 children around the world will be diagnosed with cancer. Join us for a conversation to learn how St. Jude is uniting people behind its global plan to meaningfully improve cancer research and treatment and help save the lives of countless children around the world.
10:05 – 10:30 AM Keynote Discussion: A Conversation with Sam Zell
Mr. Sam Zell, Founder & Chairman, Equity Group Investments
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
An overview of Mr. Zell’s perspective of the state of the global and US economy, real estate landscape, and investing in today’s disruptive environment.
10:30 – 11:00 AM Coffee Break
11:00 – 11:20 AM Chaos / War / Disruption / Order – Critical Metals Influence on the Future of Everything
Mr. Michael R. Hollomon II, Commercial Director, US Strategic Metals
The presentation will look to set the stage and inform on the Global Market situation with the supply of Strategic Metals with a focus on the Battery Wars and the desperate situation the US finds itself in. We will also discuss the unprecedented disruption of the energy and transportation industries and USSM’s role in securing our global seat at the table.
11:20 – 11:30 AM Industrial Real Estate as an Alternative Asset in Uncertain Times
Mr. Brad O’Halloran, Executive Director of Investor Relations & Managing Principal, Brennan Investment Group
Hear the future of direct investing in Industrial Real Estate from one of the largest players in the space. Which areas of the market will thrive during distressed times. The headwinds and tailwinds of this unique commercial real estate sector. 
11:30 – 11:50 PM Is Your Business Transferrable?
Mr. Paul T. Lally, Principal, Wipfli LLP
This lecture will cover topics such as: the transferability characteristics of a company, actionable thoughts and ideas that unlock transferable attributes, and how transition planning embeds into the overall business strategy.
11:50 – 12:00 PM Private Credit in an Uncertain Economy
Mr. Theodore L. Koenig, Chairman & CEO, Monroe Capital
Private Credit in an Uncertain Economy: Factors Protecting Investors and What Fuels Alpha Generation. Monroe Capital’s presentation will highlight the factors that make the asset class so appealing in any market, but particularly against a suddenly uncertain economic backdrop.
12:00 – 12:10 PM Invest Bev and the Brian Rosen Story
Mr. Brian Rosen, General Partner, Growth Beverage, InvestBev Family of Funds
The story of the Nation’s Number 1 seller of adult beverages for over 30 years and how this non correlated asset class is where money is moving for secure returns.
12:10 – 12:20 PM A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong
Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.
12:20 – 12:40 PM Cyber Strong: Top 5 Cyber Threats for Family Offices & Strategies to Enhance Resiliency
Ms. Claudette McGowan, Chief Executive Officer, Protexxa
Dr. Rick Huijbregts, Chief Operating and Education Officer, Protexxa lnc.

There are five billion people using the Internet and 50% have already been compromised. Senior Leaders are targeted 12x more than any other segment. Join global cyber security executive Claudette McGowan and Dr. Rick Huijbregts for an insightful and action-focused security briefing. 

12:40 – 12:50 PM Navigating the New Normal
Mr. Joe Dwyer, Founding Partner, Manifold Group
Economic, social, and technological (r)evolutions are upending well established industries and business models. What are the implications? How must we adapt? Joe Dwyer, cofounder of Manifold Group and Kellogg professor explores these issues and proposes a model for success in the new economy.
12:50 – 01:10 PM Keynote Discussion: From Investopedia to AI – What All Investors should know about Artificial Intelligence
Mr. Cory Janssen, Co-Founder, Investopedia; Co-Founder & Co-CEO, AltaML
Big tech has used AI to transform many consumer industries, but the transformation has only begun. The real change will happen in the coming years over the rest of the economy. Cory Janssen, who co-founded, will share real life lessons from building AI solutions in the enterprise. 
01:10 – 02:10 PM Lunch
02:10 – 02:30 PM Fireside Chat with Philanthropist, Businesswoman and Author, Ms. Carol Lavin Bernick
Ms. Carol Lavin Bernick, CEO of Polished Nickel Capital Management, President of the Lavin Family Foundation, and Author of Gather As You Go: Sharing Lessons Learned Along the Way
Mr. Elliott Robinson, President and 2nd Gen, Robinson Financial Group – Moderator
She joined her parent’s family business when it was doing $150 Million in sales, and sold it later to Unilever for $3.8 Billion. She has spent 37 years in key executive roles at the Alberto Culver Company, a manufacturer and marketer of international beauty brands including TRESemmé, Alberto VO5, Nexxus, St. Ives and was the second largest manufacturer of ethnic hair care products in the world with brands such as Motions, Soft & Beautiful, and more. Early in her career at Alberto Culver she created iconic brands such as Static Guard and Mrs. Dash, among others.
02:30 – 02:50 PM Investing In and With Women: The Results Tell the Story
Ms. Wendy Berger, President & CEO, WBS Equities LLC
Ms. Brooke Skinner Ricketts, President and Co-Founder, Beyond Barriers
Ms. Alyssa Rapp, CEO & Director, Healthwell Acquisition Corp.
According to a Boston Consulting Group study, when Women led startups get funded, they ultimately deliver more than twice as much per dollar invested as Male led startups. Firms with more women in senior positions are more profitable, more socially responsible and provide higher quality customer experiences. Companies with Women in the C-Suite and on their Boards have been shown to have superior stock performance.
02:50 – 03:10 PM The Philanthropy Session
Mr. Lonnie Nasatir, President, Jewish United Fund of Chicago
Ms. Pam Szokol, Immediate Past Board Chair, Jewish United Fund of Chicago
Mr. David Golder, Managing Partner, Golder Investment Management LLC; Board Chair, Jewish United Fund of Chicago
Lonnie Nasatir discusses with two top Chicago Jewish philanthropic communal leaders – Pam Szokol & David Golder. We will learn how they make their family philanthropic decisions, why Jewish philanthropy excites and motivates them, and how they engage the next generation with those philanthropic decisions.
03:10 – 03:40 PM The New Reality of Family Offices
Mr. Ronald Diamond, Founder & Chairman of Diamond Wealth, Chair of TIGER 21
Mr. Chris Trick, Investment Partner, Pritzker Private Capital
Mr. Michael E. Flannery, CEO, Duchossois Capital Management
Mr. David Williams, Founder, Chairman & CEO, MRE Capital
How and Why Family Offices are Starting to Disrupt the Private Equity and Venture Capital Industries.
03:40 – 03:50 PM Platform Acquisition Opportunities in Healthcare
Mr. Kirk Johnson, Founder & CEO, New Health Investment Group
As an independent sponsor, New Health Investment Group is presenting a $40 million opportunity to invest in platform acquisitions within fragmented and untapped healthcare markets. The deals present strong management, significant deal pipelines, attractive valuations, and 30%+ IRR.
03:50 – 04:10 PM Life Insurance Today – Perspectives from a Multi-Generation Firm
Mr. Elliott Robinson, President and 2nd Gen, Robinson Financial Group
Mr. Dov Robinson, Principal and 3rd Gen, Robinson Financial Group
Mr. Andrew Robinson, Principal and 3rd Gen, Robinson Financial Group
Mr. Allan Kaplan, Principal and 3rd Gen, Robinson Financial Group
This multi-generational family of insurance advisors shares their 90+ years of experience, including a current update of issues and strategies that affect the family office space. From complex solutions to complicated family dynamics.
04:15 – 05:15 PM Cocktail Reception sponsored by The Chicago Jewish Federation & Robinson Financial Group