The 2017 Dallas Family Office & High Net Worth Annual Conference
The 2017 Dallas Agenda
| October 30th | |
| 6:30-8:30 PM | DC Finance’s Cocktail Reception at the Bush Library – Sponsored by BDO USA |
| Welcome Remarks: Mr. Ken Hersh, President and CEO, George W. Bush Presidential Center | |
| October 31st | |
| 08:00-09:00 AM | Registration and Refreshments |
| 09:00-09:10 AM | Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance |
| Conference Chair: Mr. Randy Wright, Tax Partner, BDO USA, LLP | |
| 09:10-09:50 AM | The Future of Technology |
| Moderator: Ms. Marcia Dawood, Managing Partner, BlueTree Capital in Pittsburgh and with Golden Seeds in New York and Dallas | |
| With: Ms. Michelle Johnson, Chief Information Officer, Freeman, Ms. Amy Evins, Chief Information Officer, Texas Capital Bank, Ms. Gabriella Draney Zielke, Co-Founder & Partner, Tech WildCatters | |
| The Future of Technology Discussed by the the Industry’s Leading Woman – The future of payment methods, how the pace of change has affected how we use technology, the future for technology in business and much more! | |
| 09:50-10:10 AM | The Biggest Mistakes We See In Large Estates – Mr. Josh O. Ungerman, J.D., CPA & Mr. Alan K. Davis, J.D., CPA, CAP®, Meadows Collier, LLP |
| 10:10-10:20 AM | Agricultural and Food Impact Innovation and Technologies-A look at a Robust Investment Vehicle for a Better Future – Mr. Eyal Cohen, Managing Partner, Copia Agro & Food |
| 10:20-10:30 AM | Finding Investments with Strong Alpha to Risk Attributes Can be Done – Just Not Easily – Mr. Robert Hoyt, Ph.D ,Co-Founder, Blue Hall Capital LLC |
| 10:30-10:40 AM | How You can Profit in the Permian Basin – Mr. Jay Young, CEO & Founder, King Operation Corporation |
| 10:40-10:50 AM | Overseas Diversification Through Local Expertise – Mr. Lorenzo Rocco, Partner, REYL |
| 10:50-11:20 AM | The Direct Investing Panel |
| Moderator: Mr. Michael Rutner, Chief Investment Officer, Eta Investments | |
| With: Mr. Shaun Buckley, Partner, Transaction Advisory Services – Financial, BDO, LLP, USA, Mr. Adil Adi, Executive Chairman, WorldLink, Mr. Michael Girdley, Co-Founder, Geekdom Fund, Mr. Scott Letier, Managing Director, Deason Capital Services, Mr. Kevin McGovern, Chairman & CEO, McGovern Capital and The Water Initiative | |
| 11:20-11:50 AM | Refreshment Break |
| 11:50-12:15 PM | The Real Estate Panel |
| Moderator: Mr. Sean Dalfen, President, Dalfen America Corp. | |
| With: Mr. Michael Ablon, President, Pegasus Ablon, Dr. Bharat Sangani M.D., Chairman, Encore Enterprises Ltd., Ms. Susan M. Ansel, Chief Executive Officer and President, Gables Residential | |
| 12:15-12:30 PM | Real Estate Investing in Secondary Markets – Mr. Andy Weiner, President, RockStep Capital Real Estate Investments |
| 12:30-01:00 PM | The Tiger 21 Panel |
| Moderator: Mr. Christopher Ryan, Chairman, Tiger 21 Dallas | |
| Panelist: Mr. James H. Webb , Founder, Preferred Medical Holdings, Ms. Lisa Harris ,Co-Founder, Align Capital LLC, Mr. Maxwell Drever, Chairman, Drever Capital Management | |
| 01:00-02:00 PM | Lunch |
| The Energy Session | |
| 02:00-02:30 PM | The Energy Panel – Through the Storm: Fossil Fuels, Bridge Fuels & Alt-Energy – Where Do Global Energy Markets Go from Here? |
| Moderator: Mr. George Seay, Chairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce | |
| With: Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute, Mr. Alan Stevens, Assurance Partner, BDO, Ms. Meredith Walker, Global Economist, EastWest Institute | |
| 02:30-02:50 PM | Investing Effectively in Oil and Gas Minerals – Mr. George Seay, Chairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce |
| 02:50-03:10 PM | The Philanthropy Session |
| Fire Chat with the Schultz Family on Transferring the Values of Philanthropy Across Generations | |
| Moderator: Mr. Bradley Laye, President and Chief Executive Officer, Jewish Federation, Greater Dallas | |
| With: Ms. Jaynie Schultz, President, Retreat Central, Mr. Howard Schultz, Founder & Chairman, Howard Schultz & Associates International, Ms. Leslie Vile Schultz | |
| Engaging the next generation in philanthropy – A family discussion | |
| 03:10-03:30 PM | Refreshment Break |
| 03:30-04:00 PM | The Power of Family Offices in the Global Economy – Ms. Meredith Walker, Global Economist, EastWest Institute |
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