| 08:00 – 09:00 AM | Breakfast & Networking |
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| 09:00 – 09:15 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| Robert A. Romanoff, Past Managing Partner, Levenfeld Pearlstein LLC – Conference Moderator |
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| 09:15 – 09:35 AM | Fireside Chat |
| Paul J. Carbone, Co-Founder & President, Pritzker Private Capital |
| Ronald Diamond, Founder & Chairman of Diamond Wealth, Chair of TIGER 21 – Moderator |
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| THE FINANCE SESSION |
| 09:35 – 09:50 AM | The Burgeoning Cannabis Industry – Opportunities and Pitfalls |
| Richard Rowe, President & CEO, The Headquarters Group, Inc. |
| The cannabis industry presents a unique opportunity for generational wealth creation. Even in the absence of a federal framework, the industry has shown remarkable resilience and growth potential, paving the way for a safe and sustainable consumer category. Richard, a seasoned veteran in the industry since 2001, will share his wealth of knowledge and experience. He will discuss the industry’s transformation from an illegal market to an essential industry during the pandemic. Attendees can expect to gain valuable insights into the cannabis industry and its potential for long-term investment opportunities. |
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| 09:50 – 10:00 AM | Access Noncorrelated Returns with Life Settlements and Private Credit |
| Matthew Mehr, Director, AIR Asset Management |
| AIR Asset Management’s life settlement investment multi-strategy has historically produced double-digit, equity-like returns with bond-like volatility, providing much-needed diversification. This session will provide background on the fundamentals of life settlements and their compelling risk /return profile, the benefits of implementing complementary investment strategies, and why AIR’s multi-strategy approach is well-positioned to help investors navigate the unpredictable financial landscape of 2023 and beyond. |
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| 10:00 – 10:10 AM | The Road Less Traveled: Investing In Under-the-Radar Startups the Big VCs Miss |
| James H. Spann Jr., Founder & General Partner, Boyd Street Ventures |
| Not all hugely successful startups come from East and West Coast universities or are funded by the big East and West Coast VCs. In fact, we founded our VC based on the idea that there can be huge advantages to investing in startups emerging from “flyover” universities that aren’t funded – or overbid – by the big VCs. Our performance to date suggests that a growing number of investors clearly love our strategy. |
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| 10:10 – 10:30 AM | Overview of Litigation Finance as an Asset Class |
| Joseph Siprut, Founder, CEO & CIO, Kerberos Capital Management |
| Litigation finance is one of the hottest niche asset classes in the alternative investment world. But what is it? What types of strategies are available to investors, and what are the risk-return profiles of each? |
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| 10:30 – 11:00 AM | Coffee Break Sponsored by Selective Search |
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| 11:00 – 11:20 AM | Investing in Diverse Fund Managers to Fuel Diverse Business Ownership and Maximize Returns |
| Desirée Vargas Wrigley, Chief Innovation Officer, P33 – Moderator |
| Jennifer W. Steans, President & CEO, Financial Investments Corporation |
| Timothy Freundlich, Founder & Executive Director, Strategic Development, ImpactAssets |
| Sara Balawajder, Vice President, Builders Initiative Investment |
| This panel discussion will explore how family offices are investing in diverse fund managers as a strategy for maximizing both returns and impact. Panelists will cover the benefits of investing in diverse businesses, the challenges that diverse fund managers face, and insights on how family offices can identify and support diverse fund managers through innovative channels. |
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| 11:20 – 11:40 AM | What Family Offices Need to Know About the Corporate Transparency Act |
| Suzanne L. Shier, Of Counsel, Trusts & Estates, Levenfeld Pearlstein LLC |
| Robert Garner, Associate Corporate, Tax Planning, Levenfeld Pearlstein LLC |
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| 11:40 – 11:55 AM | How to Enter the Public Market and Build a Best in Class Biotech Company |
| Gary Gentges, Executive Vice President Corporate Development, Kineta Inc. |
| Kineta is a Seattle based immuno-oncology drug development company. The company develops novel drugs that reprogram the immune system to recognize and destroy cancer cells. Kineta is listed on the Nasdaq under ticker symbol “KA”. |
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| 11:55 – 12:05 PM | Emergence of a New Category in Mainstream Video Games – Fee Based Gameplay for Instant Payouts on all Platforms |
| Derek Rathbun, Director & COO, Moxy.io |
| Moxy.io is the first and only plug & play solution for the mainstream video game industry that enables game developers and publishers to offer fee-based games modes for instant payouts. Currently, native gameplay within a video game limits players to earning digital rankings and high scores, however there is major market demand for players to play for real stakes. Moxy is the only solution of its kind and will make gameplay for instant payouts as common as online gameplay is today, in a very short amount of time. |
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| 12:05 – 12:15 PM | Investing in Adult Beverage, a Non-Correlated Asset Class That Should be in Everyone’s Portfolio |
| Mr. Brian Rosen, CEO, InvestBev |
| All investors need non-correlated assets in their portfolio. The alcohol sector has provided a wonderful place for an ALT investment strategy, as liquor has historically gone up since 1933 and been recession proof. The InvestBev family of funds continue to provide out sized returns since inception. |
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| 12:15 – 12:25 PM | Quantus Group |
| Shaun Eck, Chief Advisory Officer, The Quantus Group |
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| 12:25 – 12:35 PM | Exploring Investment Partnerships: 32 Biosciences Companies Welcoming Family Offices |
| Peter Farmakis, CEO, 32 Biosciences |
| 32 Biosciences “Three Squared Biosciences” is building companies that are leveraging artificial intelligence to better understand the gut microbiome, and utilizing this information to create therapies that modulate the gut microbiome to prevent diseases. End-to-End Gut Microbiome Health Solutions. |
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| 12:35 – 01:35 PM | Lunch |
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| 01:35 – 02:15 PM | Panel: Maintaining a Family Business Legacy after the Business is Sold |
| Michael Behnam, Dean, the Quinlan School of Business – Moderator |
| Lou Pagano, II, 4th Generation Family Member, Ferrara Candy Company & Chief Sales Officer, Mascot Inc |
| Bruce Taylor, Managing Partner, Taylor Investment Partners II |
| Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation |
| For more than 30 years, Loyola University Chicago’s Quinlan School of Business has been the home of the Family Business Center. Today, we are proud to present a panel discussion, moderated by our dean, to demystify the ways business leaders can continue to support family businesses well after they sell their own. Together, we’ll hear the tale of each business, what factors contributed to the sale, and how the sale impacted the family. We’ll then hear more about what panelists have done since and why those contributions include continuing to elevate the family business community. |
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| 02:15 – 02:25 PM | Opportunity Zones & Bronzeville |
| Jamie Nahon, CFA, President, Eagle OZ Opportunity Fund |
| Bronzeville is about 4 miles south of where we all sit now. It is home to perhaps the most exciting revitalization happening in America today, with an unparalleled financial & social upside. Bronzeville is also where Family Offices can make a truly impactful investment. This session will introduce you to Eagle OZ – the only program building market rate condo quality multi family rentals on scale in Bronzeville, while offering Opportunity Zone tax incentives. |
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| 02:25 – 02:45 PM | Fireside Chat: Transitions in Careers, Startups and Family Offices |
| Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation |
| Elliott Robinson, President and 2nd Gen, Robinson Financial Group – Moderator |
| Please join Sara Crown Star and Elliott Robinson as they discuss the ability to grow in new directions with your career, how controversy can be used as an incredible marketing tool to catapult a company’s domestic and international sales, and the importance of governance as a Family Office transitions from generation to generation. |
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| 02:45 – 03:05 | Panel: Business Continuity Planning for the Family Office |
| Robert A. Romanoff, Past Managing Partner, Levenfeld Pearlstein LLC – Moderator |
| Jennifer Blockinger, CFO, Council Ring Capital LLC |
| David Golder, Managing Partner, Golder Investment Management LLC |
| Gillian Nagler, Vice President, Trust Services, Briar Hall LLC |
| Terry Robbins, Whistle Creek Management Company (WCM) |
| What keeps family office executives up at night? What risks should family offices be truly concerned about? This session will include insights from four leading family office professionals on how to build resilient and sustainable organizations. |
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| 03:05 – 03:25 PM | Fireside Chat |
| Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation |
| Denny Chared, Founder & CEO, DC Finance – Moderator |
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| 03:25 – 03:45 PM | The Philanthropy Panel |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator |
| B.V. Jagadeesh, Managing Partner, Kaaj Ventures |
| Vinodh Bhat, Co-Founder, Saavn |
| The panel discussion will explore the symbiotic relationship between technology, scaling efforts, and philanthropy. It will highlight how technology can amplify the impact of philanthropic initiatives. Additionally, the discussion will delve into the global impact of tech-driven sustainability initiatives and how organizations like Akshaya Patra serve as models for scaling sustainable practices through technology while ensuring equity and environmental responsibility. |
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| 03:45 – 04:45 PM | Cocktail Reception |
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