| 08:00 – 09:00 AM | Networking Breakfast | | |
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| 09:00 – 09:10 AM | Opening Remarks | | |
| Denny Chared, Founder & CEO, DC Finance | | |
| Joey Behrstock, Senior Vice President, Paradigm-Gilbert Insurance Services, LLC – Conference Moderator | | |
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| 09:10 – 09:30 AM | Panel: Veterans in Media & Entertainment & Operation Snow Leopard Afghanistan | | |
| Christopher Aw, Next Gen, CIO, Single Family Office – Moderator | | |
| Bonnie Abaunza, Social Impact Producer; Hotel Rwanda, Blood Diamond | | |
| Rebecca Murga, Director, Writer, U.S. Army Veteran | | |
| Caitlin Bassett, Actress, NBC’s Quantum Leap | | |
| Tom DeSanto, Creator, Writer & Producer, X-Men, Transformers | | |
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| THE FINANCE SESSION | | |
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| 09:30 – 09:50 AM | Banking Today – a View from the Trenches | | |
| Robert Setrakian, Chairman, Golden State Bank | | |
| The perspective of an insider/executive in a bank that has done all the right things to operate it in a safe and sound manner and serve its clients well yet has to be cognizant of what is going on in the industry and be alert on the failure of others and how it could affect his institution. Will also share his views on what the regulators and the Fed need to do to level the playing field between the “TBTF” (too big to fail) and the rest of them, especially on the deposit insurance angle. | | |
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| 09:50 – 10:00 AM | Investing in Adult Beverage, a Non-Correlated Asset Class That Should be in Everyone’s Portfolio | | |
| Brian Rosen, Founder, InvestBev | | |
| All investors need non-correlated assets in their portfolio. The alcohol sector has provided a wonderful place for an ALT investment strategy, as liquor has historically gone up since 1933 and been recession proof. The InvestBev family of funds continue to provide out sized returns since inception. | | |
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| 10:00 – 10:40 AM | A Proprietary Life Insurance Premium Financing Arrangement Exclusively for Qualifying High Net Worth Families | | |
| Joel H. Solomon, Managing Partner, Paradigm-Gilbert Insurance Services, LLC | | |
| Mark Silah CPA, Partner, NKSFB LLC | | |
| Estate taxation is significant even after implementing sophisticated estate planning techniques. For those clients who both financially and philosophically qualify, $25,000,000 or more of income and estate tax free life insurance can be acquired to pay estate taxes or as an alternate asset class using a small portion of the family’s net worth without paying out of pocket premiums. Although this sounds too good to be true, Mr. Solomon will explain this extraordinary opportunity which his firm alone is authorized to offer to a very select marketplace by several of the oldest and most highly respected life insurance companies. | | |
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| 10:40 – 11:10 AM | Coffee Break | | |
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| 11:10 – 11:25 AM | Lecture | | |
| Zak Williams, Entrepreneur, Investor, Mental Health Advocate | | |
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| 11:25 – 11:45 AM | Inside St. Jude Children’s Research Hospital | | |
| Sue Harpole, Senior Fellow, Development and Engagement ALSAC, St. Jude | | |
| St. Jude Children’s Research Hospital® is leading the way the world understands, treats, and defeats childhood cancer and other life-threatening diseases. Families never receive a bill from St. Jude for treatment, travel, housing, or food – so they can focus on helping their child live. Because of generous donor support, we can provide children cutting-edge treatments not covered by insurance, at no cost to families. Since St. Jude opened in 1962, the hospital has helped push the overall survival rate from 20% to more than 80 and we won’t stop until no child dies from cancer. | | |
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| 11:45 – 11:55 AM | Emergence of a New Category in Mainstream Video Games – Fee Based Gameplay for Instant Payouts on all Platforms | | |
| Derek Rathbun, Director & COO, Moxy.io | | |
| Moxy.io is the first and only plug & play solution for the mainstream video game industry that enables game developers and publishers to offer fee-based games modes for instant payouts. Currently, native gameplay within a video game limits players to earning digital rankings and high scores, however there is major market demand for players to play for real stakes. Moxy is the only solution of its kind and will make gameplay for instant payouts as common as online gameplay is today, in a very short amount of time. | | |
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| 11:55 – 12:05 PM | The Modern Family Office | | |
| Shaun Eck, Chief Advisory Officer, The Quantus Group | | |
| In 2021, John Hancock declared “tax the wealthy” had become the rallying cry of Congress. At the intersection of unique problems and unique solutions, providing families the opportunity to maintain assets on their balance sheet, not the IRS’, has become paramount in helping them fulfill the vision for their wealth. | | |
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THE TECHNOLOGY SESSION
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| 12:05 – 12:15 PM | Technology and Life Science | | |
| John Dvor, EVP, North America, 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. | | |
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| 12:15 – 12:25 PM | Skin Surgery Transformed: The Dawn of a New Era | | |
| Dr. Daniela Marino, Co-Founder & CEO, CUTISS | | |
| Envision a future where severe skin damage, from burns to cancer, from scars to trauma, transforms from a lifelong battle to a brief challenge. As climate change intensifies and burn accidents and skin diseases escalate, we stand on the brink of a deep tech revolution. We’re ushering in a new era where skin regeneration isn’t just possible—it’s a promise. | | |
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| 12:25 – 12:35 PM | Soundscape Multi-Reality Concert Streaming Technology in VR or 2D Driven by Sonic AI | | |
| Scott Keniley, Chief Legal Officer, Soundscape VR | | |
| Scott Keniley will introduce the wonders of Soundscape to the audience by demonstrating a video of the music experience then further elaborate on the VR and Sonic AI technologies, market analysis, projections, the founder and the team. | | |
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| 12:35 – 12:50 PM | Fireside Chat | | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | | |
| Tal Kerret, President, Silverstein Properties | | |
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| 12:50 – 01:50 PM | Lunch | | |
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| 01:50 – 02:10 PM | Fireside Chat: Doing Good While Doing Well | | |
| Rabbi Noah Farkas, President & CEO, The Jewish Federation of Greater Los Angeles – Moderator | | |
| Richard Sandler, Executive Vice President and Trustee, The Milken Family Foundation | | |
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| 02:10 – 02:20 PM | Rethinking Real Estate Investment for Family Offices: Structuring Investments to Maximize Upside with Quality Sponsors & Protect Gains from Taxes | | |
| Mark R. Putney, Managing Partner, MNM Partners LLC | | |
| Common real estate investment structures struggle to create win-win situations for sponsors and investors alike, with investors either giving up their upside potential or guaranteeing a return that removes sponsor incentives. When both parties are aligned, it is possible to formulate a structure & business plan to maximize gains and minimize tax burden for all parties. MNM Partners has a 17-year track record structuring deals according to this formula in the value-add multifamily & multi-tenant office asset classes, and we will share our outlook on unique strategies Family Offices can leverage to better position their real estate investments with third-party sponsors. | | |
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| 02:20 – 02:55 PM | Panel: Antisemitism and Hatred | | |
| Arash Farin, CEO, Centerstone Capital – Moderator | | |
| Dr. Sharon S. Nazarian, President, Y&S Nazarian Family Foundation | | |
| Nancy Spielberg, Award Winning Producer; Businesswoman and Philanthropist | | |
| Given the war in Gaza, anti-Semitism has once again risen to top of our collective consciousness, with many instances of violence, threats, or harassment of Jews around the world. Yet, this plague is nothing new, and has existed for centuries. We explore the origins of anti-Semitism, how it has evolved over the years, what has fueled the recent increase, and some possible solutions. | | |
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| 02:55 – 03:20 PM | Exploring the Power of Impact Investing: Unleashing Positive Change | | |
| Bridget Kilroy, Founder & CEO, The Global 51 – Moderator | | |
| Manuela Testolini, Founder, In A Perfect World Foundation | | |
| Andrew Fielding, Second Gen Family Member & Investor | | |
| Philippe Costeau, Author, Speaker, and Social Entrepreneur | | |
| Alexandra Peterson, Investor & Advisor | | |
| In this thought-provoking panel discussion, we will explore the crucial role that impact investing plays in creating a sustainable and equitable future for wildlife, our planet, and humanity. Our esteemed infulencial panelists will share their insights, strategies, and success stories in leveraging investments to make a meaningful impact. | | |
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| 03:20 – 03:40 PM | Panel: Entrepreneurship, Family Business and Next Generations | | |
| Denny Chared, Founder & CEO, DC Finance – Moderator
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| Caspar von Winterfeldt, Family Member, Entrepreneur & Investor | | |
| Lauren Selig, Entrepreneur & Executive Producer | | |
| Adil Adi, Founder & CEO, WorldLink | | |
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| 03:40 – 04:15 PM | The AI Panel | | |
| Mark Minevich, President & Founding Partner, Going Global Ventures; A Digital Cognitive and AI Strategist, a Global Thought Leader, an Investor, and an Artificial Intelligence Expert – Moderator | | |
| Dr. Vivienne Ming, Co-Founder & CEO, Socos Labs; Director, OptoCeutics; Chief Scientist, Dionysus; Chair Emeritus, StartOut | | |
| Benjamin Z Bronfman, Family Member & Founding Partner, Global Thermostat | | |
| Amir Ansari, Co-Founder Telecom Technologies; Board Member, XPRIZE Foundation | | |
| Hassan Sawaf, Founder & CEO, aiXplain | | |
| James Hodson, CEO & Founder, AI for Good Foundation | | |
| Amidst a backdrop of dynamic market conditions influenced by factors like pandemic,inflation, climate change, geopolitical unrest and rise of ChatGPT, our discussion will span the ethical, human centric, planetary, enterprise facets of AI adoption . From establishing clear objectives to leveraging generative AI for enhanced market analysis, we’ll analyze a strategic approach to AI that can propel the sector forward amidst changing global economic tides. The panel will also unravel the generative AI and discuss venture capital trends. As generative AI propels a new wave of innovation, the venture capital landscape is evolving to identify and foster unicorn companies. Through a blend of strategic AI deployment and human oversight, venture capital firms are harnessing AI’s potential to drive a new era of investment and entrepreneurial success. We will also try to make sense of the big tech companies and advancements in Generative AI, particularly Large Language Models (LLMs) are pivotal in shaping the AI landscape across various industries. | | |
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| 04:15 – 05:15 PM | Cocktail Reception | | |
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