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Thursday, April 3rd, 2025

The Four Seasons Hotel, Houston

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The 2023 Houston Family Office & High Net Worth Annual Conference

Monday, March 20th, 08:00 AM – 04:45 PM

08:00 – 09:00 AMRegistration & Networking Breakfast
09:00 – 09:10 AMOpening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Ms. Samira Salman, Founder & CEO, Salman Solutions – Conference Moderator
09:10 – 09:40 AMKeynote Speech
Mr. Jim McIngvale, Founder, Gallery Furniture
09:40 – 09:50 AMTechnology and Life Science
Mr. Yaky Yanay, CEO & President, Pluri Inc.
Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond. 
09:50 – 10:00 AMThe Opportunities in Portuguese Real Estate  
Mr. Diogo G. Ferreira, Founding Member, Atlanticorp Fund
Atlanticorp is a closed real estate Portuguese fund, with a lifetime of 7 years and a expected total €105mm capital, investing in Portuguese prime locations luxury assets (hotels & residences), where subscribers with a minimum of €5mm ticket, should expect a 14% IRR, free of taxes.
10:00 – 10:10 AMThe Best Kept Secret in Alternative Investments
Mr. Keith Jacobsen, CEO, International Coin Alliance
As a leader in the industry, Keith Jacobsen will educate on the Advantages, as well as the Disadvantages of Numismatics. Keith will walk each attendee through the 3 Keys to the Kingdom of Collectibles and explain the ins & outs of getting started or assist in further diversification of an existing portfolio or collection.
10:10 – 10:30 AMFireside Chat: Aligning the Family Business and Family Values with Philanthropy
Dr. Kelly Mohs Gage, Carlson FO and Foundation, Director of Advancement, Nomi Network
Ms. Marcia S. Nelson, Managing Director, Freedom Capital Markets; President, Freedom Family Office; Founding Partner, Triple C Advisory – Moderator
Join us for a fireside chat with Kelly Gage, a founding board member of the Carlson Family Foundation, a multi-generational family office. We will discuss how their family business was started and grown, and intertwining the family foundation and philanthropy.
10:30 – 11:00 AMCoffee Break
11:00 – 11:30 AMThe Impact Investing Session: Sticking to What You Know and Investing in The Future
Mr. Nicholaus Rohleder, Co-Founder, Climate Commodities – Moderator
Mr. Greg Gifford, Chair, The G2 Groupe
Mr. Andrew Coors, Next Gen; Founder, Steelhead Composites
Mr. Jamil N. Jaffer, Founder & Executive Director, National Security Institute, George Mason University Law School
A discussion on the energy transition and sustainability landscape focused on families coming from the oil, gas, chemical, and traditional heavy carbon industries.
11:30 – 11:40 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. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy.
11:40 – 11:50 AMAutomating Cataract Surgery
Mr. Rob Thornhill, CEO, Centricity Vision, Inc.
Equity investment opportunity in Centricity Vision, a commercial stage medical device company with a recurring revenue model, solid IP and no regulatory risk. The market is 10M cataract surgeries WW, 4M in the US and focused on premium outcomes paid for by the patient. Near term liquidity achievable through deep relationships with known strategic buyers.
11:50 – 12:00 PMThe Burgeoning Cannabis Industry – Opportunities and Pitfalls
Mr. Richard Rowe, President & CEO, The Headquarters Group, Inc.
The cannabis industry presents a unique opportunity for generational wealth creation. Even in the absence of a federal framework, the industry has shown remarkable resilience and growth potential, paving the way for a safe and sustainable consumer category.  Richard, a seasoned veteran in the industry since 2001, will share his wealth of knowledge and experience. He will discuss the industry’s transformation from an illegal market to an essential industry during the pandemic. Attendees can expect to gain valuable insights into the cannabis industry and its potential for long-term investment opportunities.  Don’t miss out on this informative presentation!
12:00 – 12:10 PMThe Unique Intersection Between Sports Insurance and Life Insurance
Mr. Cody Edgeworth, Member, James D. Edgeworth, Jr. and Associates, LLC
How boutique underwriting can alleviate common frustrations family offices encounter. Is there a way to protect the life of the principal quickly and more efficiently? Three insurance tools in less than ten minutes.
12:10 – 12:40 PMFireside Chat: How to Disrupt Others Before They Disrupt You
Mr. Jay Steinfeld, Founder & Former CEO,
Mr. Denny Chared, Founder & CEO, DC Finance – Moderator
With little money and what seemed at the time as a hare-brained idea, Jay Steinfeld built into the #1 online retailer of blinds in the world. Sold to Home Depot in 2014, learn his strategies and principles for how he disrupted the blinds industry and even Amazon.
12:40 – 01:40 PMLunch
01:40 – 01:45 PMIntroduction to the Family Office Circle
Mr. Denny Chared, Founder & CEO, DC Finance
01:45 – 02:15 PMFireside Chat: A Discussion on Mr. Tate’s Storied Investment Career and What He is Excited About Today
Mr. Charles Tate, Chairman, Arva Intelligence
Mr. Jay Zeidman, Managing Partner, Altitude Ventures – Moderator
02:15 – 2:45 PMPanel: Investment Strategy Changes in 2023
Dr. Steven Kaufman, PhD, Investor, Entrepreneur, Philanthropist
Mr. Marc F. Adler, Adler Ventures Family Office
Dr. Jody Lee, Chairwoman, Southwestern National Bank
Mr. Steve Stagner, Operating Partner, LightBay Capital
02:45 – 03:30 PMThe Tiger 21 Panel 
Mr. Rick Gornto, Chair, TIGER 21 – Moderator
Mr. Pat O’Donnell, Entrepreneur
Mr. Steven Madden, Founder & CEO, Apex Heritage Group
Mr. Bret Stanley, Founder & Managing Partner, Stanley Capital Management
Mr. Nicolaus A. Radford, Founder, President & Chief Executive Officer, Nauticus Robotics, Inc.
Mr. John Goodman, Co-Founder & CEO,
Tiger 21 is made up of family offices members, high net worth individuals entrepreneurs, business and professionals who seek to preserve and grow their wealth, develop philanthropic strategies and successfully transfer their wealth to the next generation. On our panel today are six tiger 21 members who will discuss that journey. 
03:30 – 03:45 PMFireside Chat: Current and Projected Investing Climate
Mr. Meredith Cullen, Director, Cushman & Wakefield
Mr. Matthew J. Nordgren, Finance and Investment Executive Family Office & Wealth Mgmt
03:45 – 04:45 PMNetworking