The 2026 Houston Coast Family Office Conference
08:00
1h
Networking Breakfast
09:00
10 min
Opening Remarks
Denny Chared
Marcia Nelson
Executive Director, Family Office Coverage, IB, Sales & Trading Texas Capital
09:10
25 min
Energy Investment Realities in 2026
Rebecca (Becky) Stehle, Ph.D.
Founder & CEO, Aquaerial
Kristin Kelly
Managing Director & Head of Traditional Energy-Americas, EIG Partners
Robert Mills
Managing Director, Pickering Energy Partners
Rachel Reese
Founder, CEO & Executive Partner, R. Reese & Associates
Daniel Savitz
Former CFO, Verdun Oil Co.
Josh Schmidt
Partner & Chief Operating Officer, Juniper Capital
Navigating the 2026 energy landscape requires balancing high-level market strategy with on-the-ground operational discipline. Join industry leaders from Pickering Energy Partners, EIG, and top operating firms as they dissect where smart capital is flowing today. The discussion will move beyond the headlines to cover real-world valuations, risk management, and where the most attractive risk-adjusted returns lie for private investors.
09:35
10 min
Why Energy Secondaries Now
Greg Reid
President, Westwood Holdings Group
We will discuss the compelling advantages of energy secondaries, including the ability to acquire assets at a discount to NAV, offering both downside protection and enhanced return potential. The strategy provides exposure to seasoned assets, reducing blind pool risk and improving capital deployment visibility. We will also highlight the benefits of shorter duration and a reduced J-curve due to the maturity of the underlying portfolios.
09:45
10 min
Fixed Income - Fixed Legacy
Josh Tolley
Josh Tolley is celebrating his 31st year as an entrepreneur. He has been featured on Fox Business, Kiplinger, and over thirty other media outlets. His show, The Logical Podcast, His down-to-earth approach has led to his books on business to be utilized by universities and he has personally started to enjoy advising governments on economic growth. When not running his finance and commerce company, Sceptyr, he loves taking his wife and four kids on adventures and the occasional Astros game.
09:55
15 min
Microfinance: Impact Meets Returns
Rudolfo Beltran
Vice President, Head of Capital Acquisition InNova Global Fund
Discover how InNova Global Fund is democratizing access to emerging market microfinance, delivering competitive returns while creating measurable social impact in Kenya. We'll explore our dual investment structure (506c for accredited investors), our $125 million monthly deployment supporting millions of microenterprises, and why family offices are increasingly allocating to alternative investments that combine financial performance with ESG impact.
10:10
10 min
Electricity at $0.02 kWh
John Warden
CEO, NX Atomics
We explore how a new class of advanced fission can reach $0.02/kWh by redesigning the core economics of energy production. Rather than relying on incremental improvements, this approach rethinks the system as a whole—integrating advances in physics, fuel efficiency, and simplified architecture into a more coherent and elegant design. The outcome is a scalable model for low-cost baseload power with significant long-term investment implications.
10:20
30 min
Athlete Capital
Garrick Jones
Former NFL/CFL Professional Athlete; Founder & CEO, 73 Holdings LLC
Everett Coleman
Professional Athlete Agent; Entrepreneur; Former Athletic Trainer, Houston Texans
Christian “CH” Hall
Former D1 Football Player Sam Houston State, Brand, Mentorship & Business Development
Alphonso Roundtree
Former Professional Athlete Miami Dolphins; Founder & Strategic Advisor, Social Bevy
Reggie Rusk
Former NFL Player Tampa Bay Bucs, Entrepreneur & Real Estate & Business Operator
Jonathan Wells
Former NFL Player Houston Texans, Media, Entrepreneur & Business Development
This panel explores how elite athletes transition from peak performance into disciplined operators, investors, and brand builders. The discussion will examine how family offices can partner with athlete-led platforms to unlock operating leverage, cultural reach, and differentiated deal flow. It will also address governance, decision-making, and the foundations of long-term relationships between athletes and multi-generational capital.
10:50
30 min
Coffee Break
11:20
20 min
Fireside Chat with the Hilton Family
J. Bradley Hilton
Founder & CEO, Hilton Business Ventures
Allison (“Allie”) Hilton
Next Gen, Healthcare Leadership & Philanthropy
Dean Hilton
Next Gen, Logistics, Philanthropy & Family Legacy
An intimate fireside conversation offering a rare inside look into generational wealth, legacy planning, and the dynamics of a globally recognized family. Through personal perspectives from both parent and next generation, the discussion will explore values, responsibility, and decision-making across generations. It will also provide a candid glimpse into the day-to-day realities behind sustaining and evolving a multi-generational legacy.
11:40
10 min
The Insurance Architecture Gap
John McDonough
Senior Managing Director, National Brokerage Atlantic
Most wealthy families have priced their market risk, their credit risk, and their business concentration risk. Few have addressed the structural gap between their balance sheet and the liquidity obligations their estate plan will eventually demand. This session covers how modern family offices use life insurance, from contingent capital to premium financing to PPLI, as planning infrastructure rather than a product.
11:50
20 min
Greatest Obstacles & Opportunities of 2026
Dr. Steven Kaufman
Investor, Entrepreneur, Philanthropist, Founder, Zeus Companies
Pat O’Donnell
CEO, Unabridged Technology LLC
Alan Schnur
Founder & Commercial Real Estate Investor | Author & Speaker
Martin Bronstein
Founding Principal, BHW
Bringing together leading voices from across the real estate ecosystem, this panel will explore the greatest obstacles and opportunities shaping the market in 2026. Hosted within DC Finance’s global network of high-net-worth individuals, family offices, and institutional investors, the discussion will dive into the evolving capital environment, regulatory pressures, and shifting macroeconomic trends impacting deal flow and investment strategy. Panelists will share firsthand insights on navigating uncertainty, uncovering emerging opportunities, and positioning for long-term growth in an increasingly complex landscape, offering attendees a forward-looking perspective on where the industry is headed next.
12:10
10 min
Powering Texas Growth: Energy Infrastructure for the AI Era
Harry Wang
GP & COO, Infinite Grid Capital, Ltd. (IGC)
As AI, data centers, and industrial growth accelerate, power is becoming a strategic necessity. This presentation explores why energy infrastructure is emerging as one of the most critical real-asset opportunities of the next era. Drawing on experience in cross-border investments across battery storage, hybrid energy hubs, and grid-scale power projects, Harry will highlight where capital is being deployed, how these assets are structured, and how investors can participate in building resilient, scalable energy systems that drive the next phase of economic growth.
12:20
25 min
Family Offices Align Capital & Conviction
Marcia Nelson
Executive Director, Family Office Coverage, IB, Sales & Trading Texas Capital
Cory Pruett
Country Manager, Qarlbo Biodiversity
Rafael Martinez
Principal, Maximo Capital
Our panel will explore how family offices are increasingly investing in sectors that reflect their values, interests, and long-term legacy goals. The speakers will discuss how passion-driven investing – from sustainability, environment and biodiversity projects to sports and entertainment – can deliver both strong returns and meaningful impact.
12:45
Lunch Break
01:45
5 min
Introduction to the Family Office Circle
01:50
15 min
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 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.
02:05
20 min
Purpose-Driven Philanthropy
Laura Arnold
Co-Founder & Co-Chair, Arnold Ventures
A fireside chat with Laura Arnold focused on the strategic side of philanthropy and driving meaningful, measurable impact. The conversation will explore how disciplined, data-driven approaches can transform giving into long-term solutions across complex social challenges. It will also provide insight into building a legacy through thoughtful capital deployment and purpose-led initiatives.
02:25
20 min
Reputational Security: Why Brands Matter?
Ambassador Ido Aharoni Aronoff
Advisor & Investor
Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged.
02:45
20 min
Family Office Principals
Jarvan Shen
Founder & CEO, Rushmore Terrace Family Office
Manish Agrawal
President & CEO, The GRA Group
Nicolaus Radford
Co-Founder & CEO, Persona AI
Luis Vélez
Founder & CEO, Blxckpay
03:05
20 min
Fireside Chat
Jarvan Shen
Founder & CEO, Rushmore Terrace Family Office

speaker
Blaise Chow
Partner, Kennedy's Law
Fallacies of Limited Liability Investing and the Injustices of the US Legal System - A Literal "Case" Study
03:25
20 min
FOC Club Panel
Dr. Colby Kash
Co-Founder & CEO, Camelot BioCapital
Evan Chrapko
Founder, Chairman & CEO, Trust Science
Frank Liu
General Partner & CEO, Infinite Grid Capital (IGC)
Dr. Tyler Wanke
Dr. Steven Kaufman, PhD
Investor, Entrepreneur, Philanthropist, Chair of TIGER 21 Houston
03:45
1h

















































