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Thursday, April 3rd, 2025

The Four Seasons Hotel, Houston

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The 2018 Houston Family Office & High Net Worth Annual Conference


08:00-09:00 amRegistration and Refreshments
09:00-09:10 amOpening Remarks: Mr. Denny CharedFounder & CEO, DC Finance
 Mr. Jeffrey KaneNational Managing Partner – Private Client Services, BDO LLP
Conference Moderator: Mr. Jerry Guillott, Tax Partner, BDO LLP
09:10-09:40 amThe Technology Panel – Is Houston Ready to Become the “Third Coast” When it Comes to Innovation and Investment?
 Moderator: Mr. Erik Halvorsen, Director, TMC Innovation Institute
With: Ms. Dorit Donoviel, Director, Transnational Research Institute for Space Health, Mr. John S. Reale Jr., Co-Founder & CEO, Station Houston, Ms. Juliana Garaizar, Managing Director, Houston Angel Network, Mr. William E. Cohn, VP, Medical Devices, Johnson&Johnson
This panel will talk about some of the history of innovation in Houston and the major advances that have taken place recently with respect to infrastructure and resources to support entrepreneurs and start-ups in the ecosystem.  The panelists will paint a picture of how robust the current investment opportunities in tech, digital and healthcare and where continued growth and opportunity will be seen in the future.
09:40-10:00 amThe World of Blockchain – Ms. Kelly Klein, Strategic Partnerships Director, Alignment Group
10:00-10:15 amThe Changing Healthcare Financing Landscape  – Mr. Adam E. Fine, General Partner & CEO, Windham Venture Partners
10:15-10:25 amOverseas Diversification Through Local Expertise – Mr. Lorenzo Rocco di Torrepadula, Partner, REYL Overseas Ltd
10:25-10:35 amThe Continuing Evolution of Private Equity – Mr. Richard Baker, Vice President, Portfolio Strategy, ALPS Red Rocks Capital
10:35-10:55 amFinding Opportunity in the Only CRE Sector Facing Deep Stress – Mr. Andy Weiner, President, RockStep Capital Real Estate Investments
10:55-11:25 amFireside Chat with Keynote Speaker Mr. Drayton McLane Jr.
With: Keynote Speaker Mr. Drayton McLane Jr., Chairman, The McLane Group
Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21
11:25-11:45 amRefreshment Break
11:45-11:55 pmEnergy Investing – Moving from Molecules to Electrons for Better Risk-Adjusted Returns – Mr. Alan Hsu, Managing Director & Global Industry Analyst & Portfolio Manager, Wellington Management
11:55-12:15 pmThe Global Opportunity: Low-Cost Clean Energy – Mr. Robert W. Rigdon, Vice Chairman, Synthesis Energy Systems, Inc.
12:15-12:45 pmThe Energy Panel – Outlook and Opportunities for Investment
Moderator: Mr. Kenneth B. Medlock III, Ph.D , Senior Director, Center for Energy Studies, Rice University
With: Mr. R. Paul Loveless, President & CEO, CL&F Resources, Mr. Richard Bogatto, Tax Partner, BDO LLP, Mr. Walker Moody, Partner & Chief Operating Officer, Asset Management, Tudor, Pickering, Holt & Co.
This moderated panel discussion will explore the outlooks for oil and gas, including the most significant uncertainties, whether they are global or domestic, and how they may affect the investment climate. In addition, speakers will address the most pressing needs for investment across the value chain and the roles that markets and policy have in defining opportunities – ranging from recent tax changes to the role of shale to Federal infrastructure policy to the implications of NAFTA renegotiations.
12:45-01:15 pmThe Direct Investments, Co-Investments, and Successful Exits Panel
Moderator: Ms. Samira Salman
With: Mr. D. Randolph Waesche, Managing Member, Family Wealth Management LLC, Mr. Brad RossManaging Director, Transaction Advisory Services, BDO LLP, Mr. Michael Girdley, Managing Director, Geekdom Fund, and Mr. Justin LaPoten, Partner, Badr Investments
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.
01:15-02:15 pmLunch
02:15-02:45 pmThe Real Estate Panel 
Moderator: Ms. Desirée Patno, CEO & President, NAWRB
With: Mr. Brandon Pauler, Tax Managing Director, BDO LLP, Mr. Ryan L. Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Clayton Hagerman, Founder & Managing Partner, MicroPlanned CommunitiesTM LLC
Real estate dynamics is changing – opportunities and strategies addressing global housing issues, tax reform and the new mindset.  
02:45-03:15 pmTiger 21 Panel
 Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21
With: Mr. Bret Stanley, Founder & Managing Partner, Stanley Capital Management, Mr. Ash Kumar, CEO & Founder, Ashford Communities, Mr. Steven Kaufman, Founder & Chief Acceleration Officer, Zeus Trust, Mr. Michael Casid, Co-Founder, Dymatize Enterprises
A discussion about what Tiger 21 is and how it can be relevant to you. The panelists will be asked questions about their experiences with T21, their investments with T21 and the value of T21 to their family and themselves.
03:15-03:35 pmRefreshment Break
03:35-03:50 pmTransition from Operating Company to Family Office – Mr. Adil Adi, Executive Chairman, Adi Family Office
03:50-04:05 pmPhilanthropic Structures – Mr. Stephen D. Maislin, President & CEO, Greater Houston Community Foundation
04:05-04:35 pmThe Philanthropy Panel – How to Create a Lasting Legacy
Moderator: Ms. Avital Ingber, President & CEO, Jewish Federation of Greater Houston
With: Mr. Benjamin Warren, CEO & President, ITC Trading Company Ltd, Mr. Fred Zeidman, Chairman, Gordian Group, Mr. Benjamin Samuels, Executive Consultant, Victory Packaging
What inspires legacy giving? Hear firsthand from a number of successful business leaders how they give back to their communities, involve multiple generations of their family and create lasting legacies through philanthropic endeavors. 
04:45-06:45 pmCocktail Reception
The conference will be followed by a cocktail reception at The Houstonian for all conference attendees.