| 08:00 – 08:45 AM | Networking Breakfast |
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| 08:45 – 09:00 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| – Conference Moderator |
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| 09:00 – 09:45 AM | Fireside Chat: Why Culture Drives Everything – Business, Philanthropy and Even Family |
| Al Strikas, Managing Director – Investments, Merrill Lynch – Moderator |
| Carol Lavin Bernick, The Lavin Family Foundation; Former Executive Chairwoman, Alberto Culver Company |
| Alberto Culver soared competing against industry giants Procter & Gamble, Unilever and L’Oréal, surging ahead with the fastest growing hair care brands. Even before corporate culture became a widely recognized priority, Harvard Business Review took notice and covered the company’s transformative cultural shift and resultant profitability. Discover Carol’s pivotal role in steering the culture change made at Alberto Culver, and how she has since woven those invaluable experiences into her philanthropy, board positions, and her family’s core values, too. |
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| 09:45 – 09:55 AM | Private Aviation: The Viable Alternative to Whole and Fractional Aircraft Ownership |
| John Castellano, Global Jet Card Director, Air Charter Service Inc. |
| With 20 years of experience in the private aviation industry, John has seen it all. From the 2008 market crash to the bull and bust approach of new companies promising a non-viable digital only experience. Now in his new role, John is taking on the establishment brands by building a customer first Jet Card program. |
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| 09:55 – 10:05 AM | Presentation |
| Sam Yagan, CEO, Fifth Star Inc |
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| 10:05 – 10:15 AM | The Future of Vacationing |
| Mike Marburg, Founder & CEO, Simply Shenandoah |
| Over 2/3s of Americans suffer from chronic conditions, creating unprecedented mental and physical health challenges. An innovative “self-care” paradigm is emerging to complement the reactive healthcare model, establishing Wellness Tourism as the hottest trend in hospitality. Simply Shenandoah is developing a ~$180M, 120-room destination (just 90 minutes from Washington, D.C.) on 640 acres to deliver transformation and vacation in a way that serves the greater good. |
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| 10:15 – 10:35 AM | Panel: Shining a Light on the Mental Health of Youth in High-Net-Worth Families |
| Caren Yanis, Philanthropic Advisor & Teacher, Croland Consulting Philanthropic Advising – Moderator |
| Sabrina Gracias, Founder, Ortus Foundation |
| Dr. Lance Garrison, Pediatric Psychologist and Dean, The Chicago School |
| Rebecca O. Bagley, President & CEO, The Kennedy Forum |
| Youth and young adults are increasingly at risk of suicidal ideation, and this hits UHNW families particularly hard. We’ll talk about the causes and symptoms – some that are counter intuitive. |
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| 10:35 – 11:05 AM | Coffee Break |
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| 11:05 – 11:25 AM | Panel |
| David Homan, CEO, Orchestrated Connecting – Moderator |
| Tyler Wanke |
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| 11:25 – 11:35 AM | Rethinking Your Approach to Insurance |
| Prabal Lakhanpal, Senior Vice President , Spring Consulting Group |
| This Presentation Will Focus on how family offices can change the way they look at insurance purchasing and create efficiencies for every facet of insurance buying. This strategy not only allows organizations to come together but completely changes the dynamic of insurance transactions in favor of the insureds. |
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| 11:35 – 11:45 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, CEO, Stingray Therapeutics Inc. |
| If you are diagnosed with metastatic colorectal cancer, you odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. |
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| 11:45 – 11:55 AM | Trust Science |
| Evan Chrapko, CPA, CA, JD, Founder, Chairman & CEO, Trust Science |
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| 11:55 – 12:15 PM | Lecture |
| Robert A. Romanoff, Past Managing Partner, Levenfeld Pearlstein LLC |
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| 12:15 – 12:35 PM | Lecture |
| Eric Lynn, Former Senior Advisor to the Secretary of Defense; CEO, 1949 Capital |
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| 12:35 – 01:35 PM | Lunch |
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| 01:35 – 01:40 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO |
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| 01:40 – 02:00 PM | Panel |
| Ronald S. Diamond, Chairman & CEO, Diamond Wealth; Family Office & Chicago Chair, TIGER 21 – Moderator |
| Aaron Rudberg, Entrepreneur & Institutional Investor |
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| 02:00 – 02:20 PM | Fireside Chat |
| Clara Kaluderovic, Co-Founder & CEO, Ex2; 3rd generation of SONIC Drive-In |
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| 02:20 – 02:40 PM | Panel |
| Sam Yagan, CEO, Fifth Star Inc – Moderator |
| Dr. Pranav Gokhale, Infleqtion’s VP, Quantum Software |
| Mark Lawrence, Founder, SpotHero |
| Andy Dunn, Entrepreneur, Author & Investor |
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| 02:40 – 03:00 PM | Panel |
| Robert A. Romanoff, Past Managing Partner, Levenfeld Pearlstein LLC – Moderator |
| Gillian Nagler, Vice President, Trust Services, Briar Hall LLC |
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| 03:00 – 03:20 PM | Panel |
| Ankita Narula, Vice President, Akshaya Patra USA – Moderator |
| Nita Sardana, VP Community Outreach & Corporate Giving, Innova Solutions; Chief Impact Officer, Innova Foundation |
| Shivani Sardana Vohra, Co-founder, The Innova Foundation; Group VP of Business Finance in Talent Solutions, Innova Solutions |
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| 03:20 – 03:40 PM | Pursuing Harmony Inside and Outside of the Family Business |
| Dean Michael Behnam, Quinlan School of Business, Loyola University Chicago – Moderator |
| Jessica Ashley Garmon |
| Mary Buddig |
| How can we strengthen our family system so that those working inside and outside the business feel included? Join us to hear how the panelists’ families came together to share resources (tax/legal/estate planning) while moving toward a more streamlined model for the future. Together, we’ll talk about the role family education and generational transition play and how families can move toward clarity and consensus (or at least address conflict!). |
