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Thursday, April 3rd, 2025

The Four Seasons Hotel, Houston

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The 2019 Houston Family Office & High Net Worth Annual Conference


08:00-09:00 amRegistration and Refreshments
09:00-09:10 amOpening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Conference Moderator: Ms. Desirée Patno, CEO, NAWRB
09:10-09:30 amThe Tiger 21 Panel
 Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21 Houston
With: Dr. Steven Kaufman, Founder & Chief Acceleration Officer, Zeus Trust; Mr. Steven Wyatt, Co-Founder, Wyatt Energy, Mr. Tony AnnunziatoSole Member, Annunziato Holdings
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.
09:30-09:50 amFireside Chat – What’s behind the Numbers: The Value of Team, Partners, Values, and Culture
Moderator: Ms. Stephanie Campbell, Managing Director, Houston Angel Network
With: Mr. Jay Steinfeld, Founder & CEO, (a Home Depot company)
and Mr. Daniel Cotlar, COO, Apartment Butler and former CMO, Global Custom Commerce
Exploring steps that position your business or investment for maximum growth, investor credibility, and ultimately, selling price.
09:50-10:00 amCannabis Investing: A Private Equity Perspective – Ms. Codie Sanchez, Managing Director, Cresco Capital Partners, LLC; Mr. Matt Hawkins, Managing Partner, Cresco Capital Partners, LLC
Thoughts on how to access this generational wealth creation event from the first growth equity fund in the space. 
10:00-10:10 amThe Most Secure Private Sector Precious Metals Storage in the Nation Mr. Sean Forbes, Managing Director, Texas Bullion Depository
10:10-10:40 amThe Oil and Gas Panel 
Moderator: Mr. Brad HolmesManaging Director,
With: Mr. E. Will Gray, II, CEO, Remnant Oil Company; Mr. Jim Holmes, Executive Vice President, Lightning Fluid Services, Mr. Tim Krebs, CFO, Wolf Resources LLC
This panel consists of three companies in the oil and gas business; one oilfield service company, one E&P company and one mineral company who have an investment opportunity that will be of interest to family offices.
10:40-10:50 amTax Incentives – America’s Business Paradise – Mr. Kamal I. Latham, CEO, United States Virgin Islands Economic Development Authority
10:50-11:10 amRefreshment Break
11:10-11:30 amSpecial Keynote Presentation: Journey to Success – the Founders Kitchen Model – Mr. Uri Levine, Waze Co-Founder & Serial Entrepreneur
Mr. Uri Levine is one of the most exceptional entrepreneurs coming out of Israel and a leader in the disruptive technology space. Uri has co-founded one of the most revolutionary tech companies in the world that is assisting billions of drivers around the world in navigating their way – Waze.
The Real Estate Session
11:30-11:50 amSocial Impact – Ms. Quinn Palomino, CEO, Virtua International Holdings
11:50-12:05 amContrarian Investing in the Retail Sector Mr. Andy Weiner, President, Rockstep Capital
12:05-12:35 pmThe Real Estate Panel – Opportunity Zones 
Moderator: Ms. Desirée Patno, CEO, NAWRB
With: Mr. Kevin Dancy, Community Development Advisor, Federal Reserve Bank of Dallas – Houston Branch; Mr. Clark Spencer, Senior Vice President of Investments, Grubb Properties, Ms. Grace Rodriguez, CEO / Executive Director, Impact Hub Houston, Ms. Quinn Palomino, CEO, Virtua International Holdings, Mr. Bill Truax, Founder & President, Galena Opportunity Fund
The Technology Session
12:35-12:45 pmHow to Profit from the Technological Disruption in the Travel Industry – Mr. Kevin Bidner, President & CEO, HCN, The Hotel Communication Network
Travel, one of the world’s largest industries, is now undergoing a major transition as tech-savvy millennials, the largest cohort in human history, now become the largest customer set.  The heart of the travel experience, the hotel room, has not seen a major upgrade in technology in two generations, leaving a major vacuum that will be filled by the guest-room tablet, creating a portal to the hotel, city and, establishing a new major communication network in every city that will change travel forever.
12:45-12:55 pmThe Digital Companion Revolution – Mr. Assaf Gad, VP Strategy, Intuition Robotics
12:55-01:05 pmSanara Capital and the Future of Digital Health Mr. Assaf Barnea, CEO, Sanara Ventures
01:05-01:15 pmChanging Cancer Care by Predicting Patient Response to Oncology Drugs, Prior to Treatment – Dr. Matthew Gevaert, CEO, Kiyatec Inc.
01:15-02:15 pmLunch
02:15-02:45 pmThe Healthcare Panel
Moderator: Ms. Juliana Garaizar, Director, Texas Medical Center Venture Fund
With: Mr. Toby Hamilton, Executive-in-Residence, TMC Innovation Institute; Mr. Steven Gonzalez, Technology Transfer Strategist, NASA / Johnson Space Center; Dr. Ashok Gowda, President & CEO, Biotex
 Latest trends in Houston’s health innovation. New stakeholders, new funds, new roles within the ecosystem. Can Houston become the Third Coast for life sciences innovation and investment?
02:45-03:20 pmThe Philanthropy Panel
Moderator: Ms. Avital IngberPresident & CEO, Jewish Federation of Greater Houston (JFGH)
With: Mr. Eric Barvin, President, The Barvin Group; Mr. Steven Mitzner, Vice President, RIDA Development Corporation, Mr. Dan Braun, President, Braun Enterprises
What inspires legacy giving? Hear firsthand from a number of successful business leaders how they give back to their communities, and are involved with multiple generations of their family in creating lasting legacies through philanthropic endeavors.
03:20-03:50 pmThe GOOSE Society Technology Panel
Moderator: Ms. Samantha Lewis, Director, GOOSE Society of Texas
With: Mr. Jack Gill, Founder, Vanguard Ventures; Mr. Rod Canion, Co-Founder, Compaq Computer CorporationMr. Brian Patterson, Founding Partner, Archive Management Solutions, AIG/Lincoln and Plus Energia
A discussion about how ultra high net worth individuals can leverage their network to become sophisticated venture investors and create high returns.
03:50-04:10 pmRefreshment Break
04:10-04:30 pmFireside Chat with Keynote Speaker Mr. Reid Ryan: Baseball, Business and Family 
Moderator: Ms. Desirée Patno, CEO, NAWRB
With: Mr. Reid Ryan, President of Business Operations, Houston Astros 
04:30-05:00 pmThe Angel Network Panel
Moderator: Ms. Stephanie Campbell, Managing Director, Houston Angel Network
With: Mr. Mark Friday, Associate, Cathexis Ventures; Mr. Guillermo Borda, Managing Partner, HX Venture Fund, Ms. Sonia Mathur, President, The Houston Angel Network & Business Advisor
This panel will discuss how angel networks, venture capital firms, family offices, and corporate ventures are driving the efforts to put Houston on the map as a key destination to start and grow a business, while also making a return. In this panel, you will learn about the types of investments these organizations are seeking, examples of success in this space, and ways to take advantage of these opportunities through collaboration. Come prepared to ask questions about how to participate in solidifying Houston as the third coast.
05:00-05:20 pmFireside Chat On Philanthropy
With: Mr. Frost Murphy, Managing Partner, Elite Mixed Martial Arts and Ms. Jennifer Touchet, Vice President of Personal & Family Philanthropy, Greater Houston Community Foundation
Ms. Jennifer Touchet of Greater Houston Community Foundation will interview Mr. Frost Murphy, current board member, on his personal philanthropic journey reflecting how the next generation is revolutionizing giving and why it matters. They will also discuss how others are able to find ways to engage in the causes they care about.