The 2023 Houston Family Office & High Net Worth Annual Conference
Monday, March 20th, 08:00 AM – 04:45 PM
| 08:00 – 09:00 AM | Registration & Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Mr. Denny Chared, Founder & CEO, DC Finance | |
| Ms. Samira Salman, Founder & CEO, Salman Solutions – Conference Moderator | |
| 09:10 – 09:40 AM | Keynote Speech |
| Mr. Jim McIngvale, Founder, Gallery Furniture | |
| 09:40 – 09:50 AM | Technology 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 AM | The 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 AM | The 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 AM | Fireside 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 AM | Coffee Break |
| 11:00 – 11:30 AM | The 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 AM | A 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 AM | Automating 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 PM | The 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 PM | The 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 PM | Fireside Chat: How to Disrupt Others Before They Disrupt You |
| Mr. Jay Steinfeld, Founder & Former CEO, Blinds.com | |
| 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 Blinds.com 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 PM | Lunch |
| 01:40 – 01:45 PM | Introduction to the Family Office Circle |
| Mr. Denny Chared, Founder & CEO, DC Finance | |
| 01:45 – 02:15 PM | Fireside 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 PM | Panel: 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 PM | The 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, CPAP.com | |
| 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 PM | Fireside 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 PM | Networking |
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