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Tuesday, June 4th, 2024

University Club of Chicago

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08:00 – 08:45 AMNetworking Breakfast
08:45 – 09:00 AMOpening Remarks
Denny Chared, Founder & CEO, DC Finance
 – Conference Moderator
09:00 – 09:45 AMFireside 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.
09:45 – 09:55 AMPrivate 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. 
09:55 – 10:05 AMPresentation
Sam Yagan, CEO, Fifth Star Inc
 
10:05 – 10:15 AMThe 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 ~$175M, 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.
10:15 – 10:35 AMPanel: 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.
10:35 – 11:05 AMCoffee Break 
11:05 – 11:25 AMPanel
Sam Yagan, CEO, Fifth Star Inc – Moderator
Brooke Skinner Ricketts, President & Co-Founder, Beyond Barriers; Growth Generator; DE&I Warrior
Dr. Pranav Gokhale, Infleqtion’s VP, Quantum Software
Mark Lawrence, Founder, SpotHero
Andy Dunn, Entrepreneur, Author & Investor
11:25 – 11:35 AMRethinking 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.
11:35 – 11:45 AMA 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.
11:45 – 11:55 AMTrust Science
Evan Chrapko, CPA, CA, JD, Founder, Chairman & CEO, Trust Science
11:55 – 12:15 PMNocor
12:15 – 12:35 PMThe Sun That Rises Also Sets
Suzanne L. Shier, Of Counsel, Trusts & Estates, Levenfeld Pearlstein LLC
Steven L. Kriz, Partner, Trusts & Estates, Levenfeld Pearlstein LLC
The December 31, 2025, sunset of many of the provisions of the 2017 Tax Cuts and Jobs Act which impacts private clients is quickly approaching. Who will the sunset affect and how will it affect them? What can we do to navigate the uncertainty of the 2024 election year and the simultaneous rollout of the Corporate Transparency Act, followed by the anticipated reversion to lower gift, estate, and generation-skipping transfer tax exclusions and shifts in tax rates and deductions for individuals and businesses? This presentation will provide practical insights and strategies in advising clients and managing practices in the upcoming season of transition.
12:35 – 12:55 PMLecture
Eric Lynn, Former Senior Advisor to the Secretary of Defense; CEO, 1949 Capital
12:55 – 01:55 PMLunch
01:55 – 02:00 PMIntroduction to the Family Office Circle
Denny Chared, Founder & CEO
02:00 – 02:10 PMBetr: Disrupting Legacy Sports Gaming & Media
Joey Levy, Founder & CEO, Betr Holdings Inc.
An overview presentation on Betr, a sports gaming and media company that aims to enhance the consumption of sports. Betr Gaming is solving the problem with the traditional sports betting industry today – complex and intimidating user interfaces – by creating a unique, simplified UI and UX that caters to the casual sports fans that represent 95% of the addressable market. Betr Media has quickly become one of the largest sports media brands in the U.S. and has developed strong brand awareness and affinity through original content, giving Betr Gaming an unfair customer acquisition advantage. 
02:10 – 02:20 PMFlexbase Technologies, Inc.
02:20 – 02:40 PMPanel
Ronald S. Diamond, Chairman & CEO, Diamond Wealth; Family Office & Chicago Chair, TIGER 21 – Moderator
Aaron Rudberg, Entrepreneur & Institutional Investor
 
02:40 – 03:00 PMFireside Chat
Clara Kaluderovic, Co-Founder & CEO, Ex2; 3rd generation of SONIC Drive-In
 
03:00 – 03:20 PMPanel
David Homan, CEO, Orchestrated Connecting – Moderator
Tyler Wanke
 
03:20 – 03:40 PMPanel
Robert A. Romanoff, Past Managing Partner, Levenfeld Pearlstein LLC – Moderator
Gillian Nagler, Vice President, Trust Services, Briar Hall LLC
 
03:40 – 04:00 PMEmpowering Lives and Inspiring Change: A Dynamic Alliance
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
Experience the transformative impact of the dynamic alliance between the Innova Foundation and Akshaya Patra. With a focus on collaborative philanthropy, innovative technology, and sustainable solutions, this partnership is dedicated to addressing global challenges such as hunger and poverty. Through joint efforts, the Innova Foundation and Akshaya Patra aim to create a brighter, more equitable future for communities worldwide. Join us in making a meaningful impact and fostering positive change on a global scale.
 
04:00 – 04:20 PMPursuing Harmony Inside and Outside of the Family Business
Dean Michael Behnam, Quinlan School of Business, Loyola University Chicago – Moderator
Jessica Ashley Garmon, COO & Chief General Counsel, The Will Group
Matt Nielsen, Managing Director Europe, Nielsen-Massey Vanillas
Mary Buddig, Real Estate Attorney
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!).