Register Now

Thursday, April 3rd, 2025

The Four Seasons Hotel, Houston

Register Now
Add to Calendar

The 2017 Dallas Family Office & High Net Worth Annual Conference


The 2017 Dallas Agenda

October 30th
6:30-8:30 PMDC Finance’s Cocktail Reception at the Bush Library – Sponsored by BDO USA
 Welcome Remarks: Mr. Ken Hersh, President and CEO, George W. Bush Presidential Center 
 October 31st
08:00-09:00 AMRegistration and Refreshments
09:00-09:10 AMOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
 Conference Chair: Mr. Randy WrightTax Partner, BDO USA, LLP 
09:10-09:50 AMThe Future of Technology  
 Moderator: Ms. Marcia DawoodManaging PartnerBlueTree Capital in Pittsburgh and with Golden Seeds in New York and Dallas
 With: Ms. Michelle Johnson, Chief Information Officer, Freeman, Ms. Amy Evins, Chief Information Officer, Texas Capital Bank, Ms. Gabriella Draney Zielke, Co-Founder & Partner, Tech WildCatters
The Future of Technology Discussed by the the Industry’s Leading Woman – The future of payment methods, how the pace of change has affected how we use technology, the future for technology in business and much more! 
09:50-10:10 AMThe Biggest Mistakes We See In Large Estates – Mr. Josh O. Ungerman, J.D., CPA & Mr.  Alan K. Davis, J.D., CPA, CAP®, Meadows Collier, LLP
10:10-10:20 AMAgricultural and Food Impact Innovation and Technologies-A look at a Robust Investment Vehicle for a Better Future  – Mr. Eyal Cohen, Managing Partner, Copia Agro & Food
10:20-10:30 AMFinding Investments with Strong Alpha to Risk Attributes Can be Done – Just Not Easily –  Mr. Robert Hoyt, Ph.D ,Co-Founder, Blue Hall Capital LLC
10:30-10:40 AMHow You can Profit in the Permian Basin  Mr. Jay Young, CEO & Founder, King Operation Corporation
 10:40-10:50 AM Overseas Diversification Through Local Expertise – Mr. Lorenzo Rocco, Partner, REYL
10:50-11:20 AMThe Direct Investing Panel
 Moderator: Mr. Michael Rutner, Chief Investment Officer, Eta Investments
 With: Mr. Shaun BuckleyPartner, Transaction Advisory Services – Financial, BDO, LLP, USA, Mr. Adil Adi, Executive Chairman, WorldLink, Mr. Michael Girdley, Co-Founder, Geekdom Fund, Mr. Scott Letier, Managing Director, Deason Capital Services, Mr. Kevin McGovernChairman & CEO, McGovern Capital and The Water Initiative
11:20-11:50 AMRefreshment Break
11:50-12:15 PMThe Real Estate Panel
 Moderator: Mr. Sean Dalfen, President, Dalfen America Corp.  
 With: Mr. Michael Ablon, President, Pegasus Ablon, Dr. Bharat Sangani M.D., Chairman, Encore Enterprises Ltd., Ms. Susan M. Ansel, Chief Executive Officer and President, Gables Residential
12:15-12:30 PMReal Estate Investing in Secondary Markets  Mr. Andy Weiner, President, RockStep Capital Real Estate Investments
12:30-01:00 PMThe Tiger 21 Panel 
 Moderator: Mr. Christopher Ryan, Chairman, Tiger 21 Dallas
 Panelist: Mr. James H. Webb , Founder, Preferred Medical Holdings, Ms. Lisa Harris ,Co-Founder, Align Capital LLC, Mr. Maxwell DreverChairman, Drever Capital Management
01:00-02:00 PMLunch
 The Energy Session
02:00-02:30 PM  The Energy Panel – Through the Storm:  Fossil Fuels, Bridge Fuels & Alt-Energy – Where Do Global Energy Markets Go from Here?
 Moderator: MrGeorge SeayChairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce
With: Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute, Mr. Alan Stevens, Assurance Partner, BDO, Ms. Meredith WalkerGlobal Economist, EastWest Institute
02:30-02:50 PMInvesting Effectively in Oil and Gas Minerals – Mr. George Seay, Chairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce
02:50-03:10 PMThe Philanthropy Session
Fire Chat with the Schultz Family on Transferring the Values of Philanthropy Across Generations
 Moderator: Mr. Bradley Laye, President and Chief Executive Officer, Jewish Federation, Greater Dallas
With: Ms. Jaynie Schultz, President, Retreat Central, Mr. Howard Schultz, Founder & Chairman, Howard Schultz & Associates International, Ms. Leslie Vile Schultz
Engaging the next generation in philanthropy – A family discussion
03:10-03:30 PMRefreshment Break
03:30-04:00 PMThe Power of Family Offices in the Global Economy – Ms. Meredith WalkerGlobal Economist, EastWest Institute