The 2025 Chicago Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast | |||
| 09:00 – 09:10 AM | Opening Remarks | |||
| Denny Chared, Founder & CEO, DC Finance | ||||
| Danielle Patterson, Chief Executive Officer, Family Office Access – Conference Moderator | ||||
| 09:10 – 09:30 AM | The Price of Insecurity: The Economic Impact of Violent Crime on U.S. Cities – And What Can Be Done to Prevent It | |||
| Katie Hill, Executive Director, University of Chicago Crime Lab – Moderator | ||||
| Jeff Shapack, Founder & CEO, Shapack Partners | ||||
| Jens Ludwig, Bergman Service Professor, University of Chicago; Pritzker Director, University of Chicago’s Crime Lab | ||||
| Gun violence is a quintessentially American problem. Our murder rates are unheard of in any other wealthy nation in the world, and violence is concentrated in our cities– the economic engines of our country. Each homicide reduces a city’s population by 70 people as both residents and businesses flee from the violence, further weakening the fabric of urban communities and reducing the tax base. Failure to control this crisis traps our cities in an unrelenting cycle of poverty and violence, eroding the very foundation of our economic strength and threatening to undermine our nation’s position in the global economy. But the Crime Lab is not simply hoping for a safer America—they have a data-driven plan. Their research demonstrates that strategic investments in policing management, community violence intervention, and cognitive behavioral therapy programs can significantly reduce violent crime. This event will feature a conversation between Jens Ludwig, world-renowned economist and UChicago Harris School professor, and Jeff Shapack, prominent Chicago business leader. The discussion will be facilitated by Roseanna Ander, Executive Director of the Crime Lab. Solving gun violence isn’t just a moral imperative—it’s an economic necessity. | ||||
| 09:30 – 09:40 AM | The $1B Real Estate Strategy Built on 10,000+ Hours of Due Diligence | |||
| Dr. Tyson Cobb, Orthopaedic Surgeon & Commercial Real Estate Investor; Founder, Timberview Capital | ||||
| Dr. Tyson Cobb completed his orthopedic surgery and research training at the Mayo Clinic. He now utilizes the same skills that he learned in his research training at the Mayo Clinic to research investment opportunities. His investing experience includes over $1 billion in commercial real estate. This session outlines the due diligence framework he uses to filter out 95% of deals, identify downside protection, and back high-performing operators in diversified and uncorrelated asset classes. | ||||
| 09:40 – 09:55 AM | Interfamily Conflict & Disputes | |||
| Steve Blonder, Principal, Management Committee Member & Much Community Chair, Much Shelist, P.C. | ||||
| The emotional closeness between family members can provide a source of support when running a family office, but it can also lead to increased tension when disagreements arise. Long-standing interpersonal relationships can escalate these disagreements to the point of putting the business at risk. Join us to discuss how to navigate complex familial disputes and successfully mediate conflict to avoid litigation. | ||||
| 09:55 – 10:05 AM | Tax Benefits and Income via Oil and Gas Drilling | |||
| Jeff Johnson, CEO, Eagle Eye Funds | ||||
| Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | ||||
| 10:05 – 10:15 AM | 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 | |||
| 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. | ||||
| 10:15 – 10:30 AM | Anatomy of a Story: When Silence Threatens What Matters Most | |||
| Amy L Brodsky, Founder, Sky Partners & Black Box Coaching and Practicums | ||||
| What happens when families avoid the hard conversations — and how learning to face adaptive challenges can protect more than wealth. When families choose silence over discomfort, they often believe they’re preserving harmony—but in truth, they may be placing the very foundation of their legacy at risk. Beneath the surface of unspoken assumptions lie critical issues: succession, identity, entitlement, fairness, and purpose. These are not technical problems with clear-cut solutions—they are adaptive challenges that require honest dialogue, vulnerability, courage and ultimately behavioral change. | ||||
| 10:30 – 11:00 AM | Coffee Break | |||
| 11:00 – 11:20 AM | Fireside Chat – A Conversation with Chicago-Based Entrepreneur Wendy Berger: Business, Entrepreneurship & Philanthropy | |||
| Wendy A. Berger, CEO & Founder, WBS Equities, LLC | ||||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||||
| 11:20 – 11:30 AM | Investing in Leaders of Tomorrow: How AVID Equips Students and Educators to Thrive | |||
| Melinda Gunn, AVID Coordinator & MTSS Interventionist, Richardson Middle School, Chicago Public Schools | ||||
| Hawa Hashimi, AVID Alum, Niles North High School, District 219 | ||||
| Brent Anderson, Implementation Strategist, AVID Center | ||||
| Join AVID (Advancement Via Individual Determination) for an inspiring, energizing session celebrating 45 years of student success and educator empowerment, and learn how this proven system of support transforms lives through the powerful firsthand accounts of an AVID student and educator. Discover how AVID equips educators with practical, high-impact strategies to engage every learner—and how it helps students, especially those in the academic middle, unlock their full potential and take bold steps toward college, career, and lifelong success. Serving hundreds of thousands of students and 85,000 educators across more than 7,000 schools in 47 states and beyond, AVID is creating a ripple effect of opportunity in classrooms and communities worldwide. Walk away with insights into how AVID builds educator capacity, fuels student agency, and drives lifelong impact and success. | ||||
| 11:30 – 11:50 AM | Fueling Real Returns: Tax-Advantaged Investing in a Consolidating Industry | |||
| Erik Conrad, Founder & CEO, InCommercial, Inc. | ||||
| Erik Conrad will share InCommercial’s distinctive, forward-thinking approach to investing in the convenience retail and fuel distribution sector—one that prioritizes tax-advantaged, income-focused strategies designed to maximize long-term investor value. | ||||
| 11:50 – 12:00 PM | Reclaiming Financial Sovereignty: A Strategic Shift for Investors | |||
| Geil Thompson, Portfolio Administrator & Trader, Joseph Wealth Management & Joseph Eden Capital | ||||
| Brittany Boma, Esq., Chief Compliance Officer & Principal, Joseph Wealth Management | ||||
| This lecture topic explores the urgent need to reestablish domestic financial sovereignty by reducing America’s reliance on foreign creditors and speculative hedge funds to finance its national debt. Drawing insights from Charles Payne’s Unstoppable Prosperity, we examine how tax incentives for U.S. Treasury bonds and reinvestment in American industry can help stabilize markets and strengthen national security. | ||||
| 12:00 – 12:10 PM | Identifying and Executing opportunities to Onshore/Reshore Manufacturing in emerging Industries | |||
| Grant Schuster, Founder & CEO, Accelerant | ||||
| Grant will share Accelerants’ success in identifying and executing onshoring the supply chain for emerging industries and how its strategy can apply to any industry. | ||||
| 12:10 – 12:30 PM | Breaking the Silence: The Family Office Role in Navigating Mental Health, Addiction, and Suicide Across Generations | |||
| Kim Dell’Angela, Ph.D, Doctoral Professor, The Chicago School – Moderator | ||||
| Janina Kamm, PsyD, Clinical Neuropsychologist & Assistant Professor, The Chicago School | ||||
Sue Bae, PhD, Professor, The Chicago School
Family offices are increasingly finding themselves in the emotional crossfire of generational mental health struggles—silently acting as confidants, mediators, and, at times, untrained therapists. This panel brings together renowned faculty experts in mental health, addiction, and suicide prevention to address the unique position of family offices in supporting families through these sensitive issues. We’ll explore how to recognize when professional intervention is needed, how to responsibly introduce external support, and how to shift the burden away from the office and back to appropriate experts—without compromising trust. Attendees will gain actionable strategies for managing boundaries, facilitating difficult conversations, and building a network of expert partners to support family well-being without overstepping their role. | ||||
| 12:30 – 01:30 PM | Lunch | |||
| 01:30 – 01:40 PM | Introduction to the Family Office Circle | |||
| Denny Chared, Founder & CEO, DC Finance | ||||
| 01:40 – 02:00 PM | Decide. Act. Achieve! | |||
| Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation | ||||
| In this inspiring session, Sara shares pivotal personal and professional stories that underscore the power of decision-making. She will explore some of the choices that have shaped her path—and how taking action on those choices turned vision into achievement. Designed to motivate family offices and individuals alike, this session will emphasize decision-making as a critical force for success. Sara invites you to reflect on the choices that define your journey and the power of acting on them with intention. | ||||
| 02:00 – 02:20 PM | Navigating the Chocolate Industry – The Past, Present and Future | |||
| Alan Perlstein, Chief Executive Officer, California Cultured | ||||
| Nate Saal, Founder & CEO, CocoTerra Company – Moderator | ||||
| Through market expansion and penetration into emerging markets, the global chocolate market has been growing consistently over the last several decades. However, the chocolate industry is facing multiple challenges, such as a global cocoa supply shortage, ethical concerns and environmental considerations. What is causing the current spike in cocoa prices? How long will it last? How might tariffs affect the global chocolate market? In this session, we’ll discuss the current state of the chocolate industry and how technology can address some of the issues facing the future of chocolate. | ||||
| 02:20 – 02:40 PM | Mentorship Across Generations: Building Legacy Through Guidance and Giving – Panel by Loyola Family Business Center | |||
| Dean Michael Behnam, Quinlan School of Business, Loyola University Chicago – Moderator | ||||
| Bruce Taylor, Managing Partner, Taylor Investment Partners II; Member, Loyola University Chicago Family Business Center Board of Advisors | ||||
| Kathy McCauley, President, McCauley Mechanical Construction, Inc. & Professor, Quinlan School of Business, Loyola University Chicago | ||||
| Dr. Kelly Mohs Gage, Carlson FO & Foundation (Raddison Hotels & TGI Friday’s) | ||||
| This engaging panel features business leaders who have mastered the art of mentoring–from elevating impact by teaching about family business at a university to involving their children in philanthropy. Learn how mentoring creates lasting influence across business, family, and society. Discover practical approaches to build meaningful cross-generational connections that amplify your own legacy. | ||||
| 02:40 – 02:55 PM | Three Generations of Follett | |||
| Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation – Moderator | ||||
| Frank Gentile, Fifth Generation, Follett Family; Former Vice President, Customer Growth & Strategic Partnerships, RedShelf | ||||
| Paul “Pops” Litzsinger, Former President & CEO, Follett Corporation | ||||
| 02:55 – 03:15 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||||
| Evan Chrapko, Founder, Chairman & CEO, Trust Science | ||||
| Joe LeBas, President and Managing Director, MD, Concorde Group Holding | ||||
| Karen Williams, Owner, CEO & Creative Director, St. Charles New York | ||||
| 03:15 – 04:00 PM | Cocktail | |||