The 2019 Houston Family Office & High Net Worth Annual Conference
| 08:00-09:00 am | Registration and Refreshments |
| 09:00-09:10 am | Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance |
| Conference Moderator: Ms. Desirée Patno, CEO, NAWRB | |
| 09:10-09:30 am | The 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 Annunziato, Sole 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 am | Fireside 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, Blinds.com (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 am | Cannabis 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 am | The Most Secure Private Sector Precious Metals Storage in the Nation – Mr. Sean Forbes, Managing Director, Texas Bullion Depository |
| 10:10-10:40 am | The Oil and Gas Panel |
| Moderator: Mr. Brad Holmes, Managing Director, EnergyConnect.com | |
| 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 am | Tax Incentives – America’s Business Paradise – Mr. Kamal I. Latham, CEO, United States Virgin Islands Economic Development Authority |
| 10:50-11:10 am | Refreshment Break |
| 11:10-11:30 am | Special 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 am | Social Impact – Ms. Quinn Palomino, CEO, Virtua International Holdings |
| 11:50-12:05 am | Contrarian Investing in the Retail Sector – Mr. Andy Weiner, President, Rockstep Capital |
| 12:05-12:35 pm | The 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 pm | How 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 pm | The Digital Companion Revolution – Mr. Assaf Gad, VP Strategy, Intuition Robotics |
| 12:55-01:05 pm | Sanara Capital and the Future of Digital Health – Mr. Assaf Barnea, CEO, Sanara Ventures |
| 01:05-01:15 pm | Changing Cancer Care by Predicting Patient Response to Oncology Drugs, Prior to Treatment – Dr. Matthew Gevaert, CEO, Kiyatec Inc. |
| 01:15-02:15 pm | Lunch |
| 02:15-02:45 pm | The 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 pm | The Philanthropy Panel |
| Moderator: Ms. Avital Ingber, President & 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 pm | The 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 Corporation; Mr. 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 pm | Refreshment Break |
| 04:10-04:30 pm | Fireside 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 pm | The 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 pm | Fireside 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. | |
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