Monday, March 8th, 2027

The Houstonian, Houston

The 2026 Houston Coast Family Office Conference

08:00
1h

Networking Breakfast

09:00
10 min

Opening Remarks

Denny Chared

Marcia Nelson
moderator

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.
moderator

Rebecca (Becky) Stehle, Ph.D.

Founder & CEO, Aquaerial
Kristin Kelly
speaker

Kristin Kelly

Managing Director & Head of Traditional Energy-Americas, EIG Partners
Robert Mills
speaker

Robert Mills

Managing Director, Pickering Energy Partners
Rachel Reese
speaker

Rachel Reese

Founder, CEO & Executive Partner, R. Reese & Associates
Daniel Savitz
speaker

Daniel Savitz

Former CFO, Verdun Oil Co.
Josh Schmidt
speaker

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
speaker

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
speaker

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
speaker

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
moderator

Garrick Jones

Former NFL/CFL Professional Athlete; Founder & CEO, 73 Holdings LLC
Everett Coleman
speaker

Everett Coleman

Professional Athlete Agent; Entrepreneur; Former Athletic Trainer, Houston Texans
Christian “CH” Hall
speaker

Christian “CH” Hall

Former D1 Football Player Sam Houston State, Brand, Mentorship & Business Development
Alphonso Roundtree
speaker

Alphonso Roundtree

Former Professional Athlete Miami Dolphins; Founder & Strategic Advisor, Social Bevy
Reggie Rusk
speaker

Reggie Rusk

Former NFL Player Tampa Bay Bucs, Entrepreneur & Real Estate & Business Operator
Jonathan Wells
speaker

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
speaker

J. Bradley Hilton

Founder & CEO, Hilton Business Ventures
Allison (“Allie”) Hilton
speaker

Allison (“Allie”) Hilton

Next Gen, Healthcare Leadership & Philanthropy
Dean Hilton
speaker

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
speaker

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
moderator

Dr. Steven Kaufman

Investor, Entrepreneur, Philanthropist, Founder, Zeus Companies
Pat O’Donnell
speaker

Pat O’Donnell

CEO, Unabridged Technology LLC
Alan Schnur
speaker

Alan Schnur

Founder & Commercial Real Estate Investor | Author & Speaker
Martin Bronstein
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
speaker

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
moderator

Marcia Nelson

Executive Director, Family Office Coverage, IB, Sales & Trading Texas Capital
Cory Pruett
speaker

Cory Pruett

Country Manager, Qarlbo Biodiversity
Rafael Martinez
speaker

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
sponsor

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
speaker

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
speaker
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
moderator

Jarvan Shen

Founder & CEO, Rushmore Terrace Family Office
Manish Agrawal
speaker

Manish Agrawal

President & CEO, The GRA Group
Nicolaus Radford
speaker

Nicolaus Radford

Co-Founder & CEO, Persona AI
Luis Vélez 
speaker

Luis Vélez 

Founder & CEO, Blxckpay
03:05
20 min

Fireside Chat

Jarvan Shen
moderator

Jarvan Shen

Founder & CEO, Rushmore Terrace Family Office
Blaise Chow
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
speaker

Dr. Colby Kash

Co-Founder & CEO, Camelot BioCapital
Evan Chrapko
speaker

Evan Chrapko

Founder, Chairman & CEO, Trust Science
Frank Liu
speaker

Frank Liu

General Partner & CEO, Infinite Grid Capital (IGC)

Dr. Tyler Wanke

Dr. Steven Kaufman, PhD
speaker

Dr. Steven Kaufman, PhD

Investor, Entrepreneur, Philanthropist, Chair of TIGER 21 Houston
03:45
1h

Cocktail Break