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Thursday, April 3rd, 2025

The Four Seasons Hotel, Houston

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The 2018 Dallas Family Office & High Net Worth Annual Conference


October 29th 
06:30-08:00 pmA  Cocktail Reception at the George W. Bush Presidential Center
 October 30th 
08:00-09:00 amRefreshments & Registration
09:00-09:10 amOpening Remarks – Mr. Denny Chared, Founder & CEO, DC Finance
Conference Moderator: Mr. Randy WrightTax Partner – Dallas, BDO
09:10-09:30 amMr. John Nottingham, Co-Founder, Nottingham Spirk
The Innovation Session
09:30-10:00 amThe Innovation & Technology Panel
Moderator: Mr. Ed Hightower, Tri-chair, Tech Titans IoT Forum and Principal, IoT and Beyond With: Mr. Adil Adi, Founder & CEO, WorldLink, Mr. Eric Lenington, Founder & CEO, ObjectSpectrum LLC and Founder & Managing Partner, 24×8 LLC, Dr. Rajesh Narasimha, Founder & CEO, EdgeTensor Technologies, Ms. Florence Lowe, Chief Operating Officer, Synerzip
These are exciting times! Technology is enabling us to do things that we could only dream of just a few years ago. Join us as our panel of entrepreneurial technologists give us insights into how the Internet of Things and all its cutting-edge technologies including Artificial Intelligence (AI) and computer vision will combine to help us change the world and make it a better and safer place for all of us.
10:00-10:15 amEvolution, not Revolution: Saga and the Future of Cryptocurrencies – Mr. Roy Sagi, VP Investment Banking, Saga Foundation
10:15-10:25 amOptimizing Disc Replacement – Dr. Isador Lieberman, Orthopaedic & Spine Surgeon, President Texas Back Institut, Agada Medical
10:25-10:40 amCOPIA Agro and Food Technologies Fund – Impact Investments for a Sustainable Future – Mr. Ohad Zuckerman, Managing Partner, COPIA Ag & Food Technologies Ltd.
10:40-11:10 amBreak
The Financial Session
11:10-11:20 amGold, The Original Alternative Investment – Mr. Edward Coyne, Executive Vice President, National Sales, Sprott Asset Management
11:20-11:40 amFireside Chat: Seeking Great Ideas: The Art of Focused Investing – Mr. Pedro Escudero, Founder & CIO, DPM Capital and Mr. Michael RutnerManaging Director, Ion Pacific
11:40-12:00 pmDealing with Intergenerational Issue with Wealth and Foundation Governance – Mr. Morton Meyerson, Founder & Chairman, 2M Companies, LLC.
12:00-12:10 pmMinerals – Unearthing Possibilities – Mr. Will Cullen, Vice President, LongPoint Minerals & Business Development
12:10-12:30 pmPanel: Restructuring the Family Office after Lenders
Moderator: Mr. Randy Wright, Tax Partner – Dallas, BDO
With: Mr. Jason Cain, Family Office Services Managing Partner, BDO, Ms. Amy Pienta, Senior Director, Family Office Services, BDO, Ms. Carrie Burnett, Tax Managing Director, BDO
2017 ended with a bang for U.S. based family offices. The combination of tax law changes and the TaxCourt’s decision in the Lender case created a clear path for families to achieve advantageous tax results. Join our panel as they review the nuances of the case and learn how similarly situated families can optimize family office organizational structures to mitigate income tax consequences.
12:30-12:50 pmWhat Does Tax Reform Mean to Your Estate Plan? – Mr. Josh Ungerman, Partner, Meadows Collier and Mr. Alan Davis, Partner, Meadows Collier
12:50-01:00 pmThe Case for Investing in Producing Oil and Gas Properties – Mr. Arthur Budge, Jr., President and CEO, Five States Energy Company, LLC
01:00-02:00 pmLunch
02:00-02:30 pmPanel: Real Estate Investment and Financing Trends
Moderator: Mr. John P. Dean, Regional Private Banking Manager for Dallas, Fort Worth, Oklahoma, and Midland, Wells FargoWith: Mr. Ryan Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Paris Rutherford, Principal, CATALYST Urban Development, Mr. Jeremy Sain, Managing Director, HFF
This panel will discuss current real estate investment and financing trends. It will explore deals getting done in the current real estate environment in both development deals and income producing stabilized real estate.
02:30-03:00 pmDirect Deals and Co-Investments Panel
Moderator: Ms. Samira Salman, Founder & CEO, Salman SolutionsWith: Ms. Anna Martin, Associate, Sallyport Investments, Mr. Andrew Robertson, CEO, Professional Rental Tools, Mr. Will Stringer, Senior Associate, Cockrell Interests
This panel will provide a comprehensive view on family offices making direct investments into private companies. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches.
03:00-03:20 pmFireside Chat: Ms. Sarah Losinger, Trustee, Communities Foundation of Texas and Ms. Monica Egert Smith, Chief Relationship Officer, Communities Foundation of Texas
Join a lively discussion with Ms. Sarah Losinger and Ms. Monica Egert Smith for a brief overview ofhow to get the most out of working with a community foundation including local and national giving trends. Hear  about how to accomplish multi-generational impact and giving through donor-advised funds, providing hands-on philanthropic learning opportunities for children or grandchildren, seeking community engagement and impact through venture-capital style gifting through a community foundation.
 03:20-03:35 pmWhy We’ll Always Need Fossil Fuels – Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute
03:35-03:55 pmBreak
 03:55-04:15 pmTrammell S. Crow and the Road to EarthX – Mr. Trammell S. Crow, Founder, EarthX
The Philanthropy Session 
04:15-04:35 pmFireside Chat: Marrying into Money – Ms. Jaynie Schultz, Director, Schultz Family Foundation and husband Mr. Ron Romaner, Owner, The Yiddishe Kup
Jaynie and Ron will discuss the perils, pitfalls and pluses of marrying into wealth. They will talk about the newcomer status, reading and navigating the lay of the land, remaining true to yourself and living a new lifestyle.
04:35-05:05 pmFireside Chat: Family, Philanthropy and Business: Juggling it all with Values and Purpose– Mr. Bradley Laye, President & CEO, Jewish Federation of Greater Dallas and Mr. Harold Gernsbacher, CEO, Chain Link Services
Learn from Harold Gernsbacher, the immediate past National Campaign Chair for Jewish Federations of North America, about his experience running a very large family business, raising two daughters to adulthood after the passing of his late wife and volunteering and donating at the highest levels of philanthropy as he ensures his values are transferred, not just his wealth.