| 08:00 – 09:00 AM | Networking Breakfast |
| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance | |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets Family Office; Founder, Triple C Advisory – Conference Moderator | |
| 09:10 – 09:30 AM | The Family Office Ecosystem |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets Family Office; Founder, Triple C Advisory – Moderator | |
| Dennis Sacha, Partner, IAG Family Office | |
| Preston Blair, Managing Partner, Pinebrook Capital Partners SFO | |
| Family offices are putting more money into cutting-edge areas that match their personal passions, like tech, sustainability, and healthcare. | |
| 09:30 – 09:40 AM | Secure Bill Pay for Wealth and Family Office |
| Jaylynn Ramirez, Senior Account Executive; BILL | |
This presentation explores a secure, end-to-end bill pay solution tailored for family offices and high-net-worth clients, ensuring seamless financial management with enhanced security, automation, and compliance. It highlights how integrated workflows, fraud prevention, and customized controls streamline complex payments while maintaining confidentiality and efficiency. | |
| 09:40 – 9:55 AM | Microlending as a Catalyst for Global Financial Inclusion: Bridging Wealth Management and Social Impact |
| Rudolfo Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending | |
| Explore the transformative potential of microlending in driving financial inclusion and creating sustainable wealth in developing economies. This lecture will delve into how wealth managers can incorporate microlending opportunities into diverse investment portfolios, balancing financial returns with significant social impact. Attendees will gain insights into the innovative strategies employed by companies like Positiviti Lending to connect North American capital with high impact microlending initiatives in regions such as Kenya, demonstrating a new frontier in socially responsible investing. | |
| 09:55 – 10:05 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, CEO, Stingray Therapeutics Inc. | |
| If you are diagnosed with metastatic colorectal cancer, your odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. | |
| 10:05 – 10:15 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 |
| Evan V. 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. | |
| 10:15 – 10:35 AM | Fireside Chat: The Future of Venture Investing: New Strategies for Wealth & Growth |
| Mitra Miller, VP & President-Elect, Houston Angel Network; Managing Partner, Mill River Advisors – Moderator | |
| Remington Tonar, Co-Founder & Chief Growth Officer, Cart.com | |
| Startup investing; why Houston; startup investing; capital and liquidity for investors and business owners in private investing (e.g. the growth of secondary markets). | |
| As venture investing moves beyond traditional early-stage equity, investors now have access to secondary markets for liquidity, private credit opportunities, and lower-risk pathways to high-return assets. This conversation will explore how these shifts are reshaping portfolio diversification, offering new ways for family offices and ultra-high-net-worth individuals to engage in venture while managing risk. For business owners, these changes present more flexible funding options that impact everything from scaling operations to IPO plans. Learn how today’s venture landscape offers new capital strategies for founders while creating more dynamic opportunities for investors seeking exposure to high-growth companies. Whether you’re deploying capital or raising it, this session will offer insights into the future of venture investing and how to maximize its potential. | |
| 10:35 – 11:00 AM | Coffee Break |
| 11:00 – 11:20 AM | Fireside Chat |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Todd Litzinger, Former Chairman CEO & President, Follett Corporation | |
| A 150 year old 5th Gen Family Business story of success and ultimate transition. 4 Branches, 200+ shareholders and over 600 family members. | |
| 11:20 – 11:25 AM | Counter Terrorism Technology Concepts to help Save Lives in School Shootings |
| Sharon Jenkins, EdD, Executive Director, Cats2 Foundation | |
| Dr. Sharon Jenkins provides a powerful reminder of how we can solve some of our most troubling social challenges – like the rising school shootings and ensuing loss of life and trauma – by creative use of knowledge transfer and sharing. A special e-guest appearance from Amir Ansari, an engineer, serial entrepreneur and inventor with 60-plus patents, and the co- founder and executive director of the University of Maryland’s xFoundry, a ground breaking program with the mission to tackle grand challenges through the power of entrepreneurship and multidisciplinary collaboration. | |
| 11:25 – 11:35 AM | Converting Waste into Sustainable Solutions in a Profitable Way |
| Edward Rodriguez, CEO, Prime Resources LLC – Moderator | |
| Theo Ratliff, COO, Prime Resources LLC | |
| Nathaniel Morgan III, Director of Expansion, Prime Resources LLC | |
| Transforming plastic waste into sustainable aviation fuel and municipal solid waste into electricity. | |
| 11:35 – 11:45 AM | TKM Capital Partners: Applying a unique GP Stakes model to the VC Asset Class – Driving Enhanced VC Returns |
| David Waxman, Founding Managing Partner, TKM Capital Partners | |
| David will discuss how TKM is applying its unique GP Stakes model to the VC Asset Class in Israeli – a target market with a very strong tech innovation ecosystem and unique structural advantages for the strategy. The lecture will also discuss the benefits its strategy to LP’s which include: enhanced VC returns due to low entry cost of its exclusive focus on Seeding top tier experienced spin out managers with strong track record who do not have robust economics at their current firms; and very broad diversification across manager, stage, vintage and sector that lowers risk. | |
| 11:45 – 11:55 AM | The Silent Threat: How Grooming Tactics Target High Net Worth Families |
| Alana Stott, Founder & CEO, Blue Rose Foundation | |
| 11:55 – 12:15 PM | Current Market Conditions & the Implications on our Investment Approach |
| Alexa Stachowiak, Managing Director, Goose Capital – Moderator | |
| David Klein, CEO, Klein Equities | |
| Michael Wilson, Third Generation | |
| This will detail how the market in VC has changed over the last 24 months and what that means for VC. We will also walk through where we feel there are areas of opportunity and how we are planning to capitalize on the approach. | |
| 12:15 – 12:35 PM | Fireside Chat |
| Vikram Agrawal, CEO & Co-Founder, American Resilience Partners; Senior Director, EarthxCapital, EarthX – Moderator | |
| Trammel S. Crow, Founder EarthX | |
| 12:35 – 01:35 PM | Lunch |
| 01:35 – 01:45 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance | |
| 01:45 – 02:05 PM | Fireside Chat with Dr. Gabrielle Lyon |
| Alana Stott, CEO & Founder, Blue Rose Foundation – Moderator | |
| Dr. Gabrielle Lyon, Founder of Muscle-Centric Medicine® | Private doctor to the world’s game changers | |
| Shift your mindset to optimize your health. | |
| 02:05 – 02:25 PM | Navigating Artificial Intelligence – Do’s, Don’ts, and Best Practices |
| Bea Gasca, Expert in North American HR / AI Affairs – Moderator | |
| Andrea Coughlin Rowely, Chief Human Resources Officer | |
| Praveen Kumar, Ph.D., Interim Dean, Cullen Distinguished University Chair, Professor of Finance | |
| Krystal Briggs, Data Scientist, Meta | |
| 02:25 – 02:45 PM | Fireside Chat |
| David Gow, Chief Executive Officer, Future Houston – Moderator | |
| Paul Hobby, Managing Partner, Genesis Park, L.P. | |
| 02:45 – 03:05 PM | Transitioning from Boardroom to Angel Investor |
| Eric Alfuth, Managing Partner, Caymont Venture – Moderator | |
| Sam Tillinghast, Former Head of Private Debt, AIG Global Investments & Sun Life Capital Management; Co-Founder of Private Debt Affiliate, Thomas H. Lee Partners | |
| Elizabeth Hoff, CEO & Board Member, SOMAVAC® Medical Solutions, Inc. | |
| Richard Van Deventer, Executive Leadership & Board Advisor | |
| The discussion would be focused on how C-level executives have made the transition to angel investing. We would also cover some of the challenges, benefits, and opportunities of being an angel investor. | |
| 03:05 – 03:25 PM | Fireside Chat |
| Denny Chared, Founder & CEO, DC Finance – Moderator | |
| Mary Ann Thompson-Frenk, Next Gen, the 7-Eleven Family; Co-Founder/President, The Memnosyne Institute | |
| 03:25 – 04:00 PM | Cocktail |
Our Social Medias:
