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Thursday, April 3rd, 2025

The Four Seasons Hotel, Houston

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The 2022 Houston Family Office & High Net Worth Annual Conference


08:00 – 09:00 AMRegistration and Breakfast
09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Mr. John Messervey, Private Advisor to America’s Leading Families – Conference Moderator
09:10 – 09:40 AMSpace Health Research Driving the Future of Health 
Mr. James Hury, Deputy Director & Chief Innovation Officer, The Translational Research Institute for Space Health – Moderator
Dr. Dorit Donoviel, Director, The Translational Research Institute for Space Health
Mr. Josh Ruben, Co-Founder, Z3VR
The Translational Research Institute for Space Health (TRISH) Develops And Tests Biomedical Technologies So That Humans Can Maintain Their Health And Performance In Orbit For NASA And Commercial Spaceflight. Find Out How Technologies Like Artificial Reality And Biosensors Are Being Put To Exciting And Innovative Use To Effectively Diagnose And Treat Medical Needs In Space And How You Can Participate. Josh Ruben, CEO of Z3VR, Will Speak To Virtual Reality Uses In Space Health On Deep Space Missions For NASA As Well As Commercial Spaceflights. 
09:40 – 10:00 AMUnderstanding the Metaverse
Mr. Scott Cullather, Co-Founder, President & CEO, [INVNT GROUP]
What is The Metaverse and Why Does it Matter? Explore The Community Building Opportunities and Endless Possibilities of Virtual Reality.
10:00 – 10:20 AMCryptocurrency Investments: Simple and Accessible
Mr. Robert Valdes-Rodriguez, Global Head of Sales, Abra
This Presentation Will Introduce Cryptocurrency Investments. It Will Cover The Global Macro Environment That Led to The Rise of Bitcoin and How The Cryptocurrency Ecosystem is Evolving. Family Offices and Institutional Investors Can Now Safely Buy/Sell, Earn Yield and Borrow Against Their Cryptocurrency Holdings.
10:20 – 10:30 AMDigital Assets: Asymmetric Returns in the Age of Autonomy
Mr. James Diorio, CEO, Tradecraft Capital
Mr. Jake Ryan, CIO, Tradecraft Capital; Author, Crypto Asset Investing in the Age of Autonomy
Digital Assets Are Moving Into The Mainstream But Few Recognize The Impact They Will Have on All Aspects of Our Future. Join Jake Ryan, Author of Crypto Asset Investing in the Age of Autonomy to Get a Glimpse of This Future And, Importantly, Gather Insight Into The Winning Techniques Used by TRADECRAFT Capital to Profit From This Technological Revolution. 
10:30 – 10:40 AMRethinking Your Approach to Insurance
Mr. Peter Johnson, Chief Property & Casualty Actuary, Spring Group
Mr. Prabal Lakhanpal, Vice President, Spring Group
This Presentation Will Focus on How Family Offices Can Change The Way They Look at Insurance Purchasing and Create Efficiencies for Every Facet of Insurance Buying. This Strategy Not Only Allows Organizations to Come Together but Completely Changes the Dynamic of Insurance Transactions in Favor of the Insureds.
10:40 – 10:50 AMInvesting in Direct Private Real Estate
Mr. Brant Brown, President & COO, Westmount Realty Capital LLC
Learn About Real Estate Allocation as Part of Overall Portfolio Construction And The Impact Flow of Funds Chasing Investment Opportunities Has in The Broader Market. Discover The Advantages of Investing in Direct Projects in Commercial Real Estate Alongside a Time-Tested Firm That Has Consistently Created Value Through Multiple Market Cycles. A Glance Into Westmount’s Investment Profile, Process, And Most Proficient Product Types And The Current And Future Opportunities Before, During, And Through The Pandemic, Ultimately Transitioning to a More Normalized World.
10:50 – 11:00 AMA Score To Settle – Behind The Scenes With Credit Bureau 2.0 And Its Award Winning, ESG-Forward Mission That Rights a $Multi-Trillion Wrong
Mr. Evan Chrapko, Founder, Chairman & CEO, Trust Science
This Lecture Will Cover “Credit Invisibles” or “Hidden Prime” Borrowers Suffer Under-Banking or Outright Financial Exclusion, The $Multi-Billion, Established Credit Scoring Industry Does Not Have Incentives To Address Inclusivity, And The Fact That Trust Science® is Now Disrupting This Industry, And Creating Very Real, Very Human Opportunities For Marginalized People to Join The Modern Economy.
11:00 – 11:30 AMCoffee Break
11:30 – 11:50 AMKeynote Speech: Trammell S. Crow’s Hope That Texas Will Be a Global Sustainability Leader Through Business, Investments, Philanthropy, Policy, And Civic Engagement
Mr. Vikram Agrawal, Director EarthxCapital, EarthX – Moderator
Mr. Trammell S. Crow, Founder & Chairman of the Board, EarthX
A Native And Proud Texan, Trammell S. Crow is a Businessman And Environmentalist That Believes Texas Can And Must Lead America in Driving Positive Environmental Impact. Trammell Believes if Texas Becomes Light Green, America Becomes Dark Green. America Can Lead The World in Sustainability & Climate Through Responsible Free Market Principles. Trammell Will Discuss His Passion For The Environment, Catalyzing Impact by Convening People From Around The World Through The International Non-Profit EarthX, And The Need to Tackle These Issues by Leveraging Different Perspectives And Approaches Including Business, Investments, Philanthropy, Policy, And Civic Engagement.
11:50 – 12:00 PMImpact Investment: Meet Bridges Israel
Ms. Sandrine Montsma, Managing Partner, Bridges Israel
Meet The Leading Impact Investment Fund in Israel And Learn About Israeli Technology Companies That Generate Fantastic Financial Returns While Solving The Biggest Challenges of Our Generation: The Planet Crisis And Rising Inequality.
12:00 – 12:20 PMFireside Chat: Impact Investing & Empowering the Indigenous Communities Around the World 
Ms. Wendy Diamond, CEO & Founder, LDP Ventures / Women’s Entrepreneurship Day Organization – Moderator
Ms. Mary Ann Thompson-Frenk, Next Gen of the 7-Eleven family; Co-Founder/President of The Memnosyne Institute, and General Partner, UTF Holdings
This Fireside Chat With Ms. Mary Ann Thompson-Frenk Will Discuss Memnosyne Institute and Mary Ann’s Passion For Investing in Impactful Projects, Unlocking Economic Potential, and Demonstrating Investment Opportunities With The Aim of Achieving Prosperity and Improving Quality of Life For Indigenous People. 
12:20 – 12:35 PMKeynote Speech: Texas Medical Center Life Sciences Investment Strategy 
Mr. William F. McKeon, President & CEO, Texas Medical Center
A roadmap For Houston Family Offices to Learn About The Tremendous Investments in The Largest Life Sciences Commercialization Platform in The World.
12:35 – 12:55 PMLuxury, Hospitality, Technology & ESG: Redefining The Guest Experience
Mr. J. Bradley Hilton, Next Gen, CEO & Founder, Hilton Business Ventures, Hilton Vero Luxury Concepts, Hilton Global Gateway
12:55 – 01:55 PMLunch
01:55 – 02:15 PMFireside Chat With Mr. Drayton McLane Jr. & Mr. Denton McLane
Dr. Steven Kaufman, PhD, Investor, Entrepreneur, Philanthropist, Chair of TIGER 21 Houston – Moderator
Mr. Drayton McLane Jr., Partner, McLane Group
Mr. Denton McLane, Partner, McLane Group
In This Fireside Chat, Mr. Drayton McLane Jr. and Mr. Denton McLane – Father and Son, Will Discuss the McLane Company History, its Leadership, The Current Business Situation, Philanthropy, Where the McLane Group is Today, and Other Subjects.
02:15 – 02:35 PMKeynote Speech: Making Your Family Business Survive and Thrive – 284 Years of Family Business Experience
Ms. Mitzi Perdue, Next Gen Sheraton Family and Perdue Family Member
The Odds of a Family Business Lasting to The Fourth Generation Are One in 1000. Mitzi Perdue Shares Practical Tips From Her I’ve-Lived-It Experience With Two Family Businesses That Have Each Lasted More Than 100 Years. Come Learn Tips For Having a High-Functioning Family Business so You Too Can Beat The Odds!
02:35 – 02:55 PMBuilding Eutopia: How Combining Investing with Philanthropy Can Change the World Faster 
Ms. Samira Salman, Founder & CEO, Salman Solutions and COO, Heathside Ventures
Ms. Susan Danziger, Founder, The Spark of Hudson, HudsonUP, Wally Farms
With Lots of Creativity And a Bit of Money, Susan Danziger is Transforming Her Community And Tackling The Climate Crisis — All While Showing How Investing + Philanthropy is The Most Powerful Combination. Fresh Off Wally Farms, Susan Danziger Will Join Us For a Fireside Chat And Share How Her Family Office, Eutopia Holdings, is Creating New Models For Living, Working, And Learning. 
02:55 – 03:25 PMPanel: Investing in The Future
Dr. Steven Kaufman, PhD, Investor, Entrepreneur, Philanthropist, Chair of TIGER 21 Houston – Moderator
Mr. Jarvan Shen, Co-Founder & Managing Principal, Mount Auburn Multifamily Holdings
Mr. Khalid Parekh, Founder, Chairman & CEO, AMSYS Group + FAIR BANK
03:25 – 03:55 PMAkshaya Patra’s Impact During Covid And Scalability
Ms. Ankita Narula, Vice President Development East, Akshaya Patra Foundation USA – Moderator
Mr. Jainesh Mehta, Director, Board of Directors, Mehta Family Foundation
Mr. Ashok Parameswaran, President & Founder, The Emerging Markets Investors Alliance
Mr. Navin Goel, CEO, Akshaya Patra USA
Mr. Dipak Doshi, Founder, CEO & Chairman, Protocol Link
Akshaya Patra is The World’s Largest Mid-Day Meal Program Serving Nutritious School Lunches to Over 1.8 Million Children Daily. Served 3.3 Billion Meals And Counting. During Covid, Akshaya Patra Has Served More Than 200 Million Covid Meals to The Migrant Workers, Frontline Workers, And Other Covid Beneficiaries. Scalability of The Cause by Using Technology in Kitchens Has Helped Reach The Masses.
04:00 – 05:00 PMCocktail Reception Sponsored by Abra