| 08:00 – 09:00 AM | Networking Breakfast | ||
| 09:00 – 09:10 AM | Opening Remarks | ||
| Denny Chared, Founder & CEO, DC Finance | |||
| Alana Stott, MBE, Founder & CEO, Blue Rose Foundation – Conference Moderator | |||
| 09:10 – 09:40 AM | Next Gen Panel | ||
| Christopher Aw, Board Director, Operation Snow Leopard – Moderator | |||
| Sami Beydoun, Principal, Private Family Office; President & CEO, Crown Valley Imaging | |||
| Anri Takemoto, Next Gen Member; SFO | |||
| Giorgia Giacometti, Investment Manager, Fintext & Partners Italia S.p.A. | |||
| 09:40 – 09:50 AM | Tax Benefits and Income via Oil and Gas Drilling | ||
| Jeff Johnson, CEO, Eagle Eye Funds | |||
| Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | |||
| 09:50 – 10:00 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 adress inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | |||
| 10:00 – 10:30 AM | The Celebrity Advantage: Where Culture Meets Capital in Consumer Investing | ||
| Jackie Fast, Managing Partner, Sandbox Studios – Moderator | |||
| Cordell Broadus, Creative Director, Dr. Bombay Ice Cream (Snoop Dogg Son) | |||
| Cole LaBrandt, Influential Family Creator; Entrepreneur | |||
| Heidi D’Amelio, Influencer; Mother of Charli & Dixie D’Amelio | |||
| Celebrity founders are reshaping the consumer landscape, creating brands that leverage cultural influence and command outsized market attention. This panel will examine the investment case behind celebrity-driven ventures—exploring deal structures, value creation, and how star power translates into sustainable returns for investors and family offices. | |||
| 10:30 – 11:00 AM | Coffee Break | ||
| 11:00 – 11:15 AM | Smart Giving: How Donor Advised Funds Are Redefining Impact Investing | ||
| Dean Stott, MBE, Former British Special Forces Soldier, Philanthropist, Global Security Expert & Humanitarian | |||
| Alana Stott, MBE, Founder & CEO, Blue Rose Foundation | |||
| 11:15 – 11:25 AM | Preserve & Protect, 3 -Strategic Wealth Transfer Strategies That Work | ||
| Robert Reedy ChFC®, CLU® – Partner, CPS Private Client Solutions | |||
| Lee Conti – Partner, CPS Private Client Solutions | |||
| The ink has dried on the “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4th, bringing long-awaited clarity to the future of the tax code. This session will provide a look at three proactive and flexible wealth transfer strategies that can be applied in light of the finalized legislation. Congress has made its move, now it’s time for families to act and implement strategies that will enhance multigenerational wealth. | |||
| 11:30 – 11:45 PM | Keynote Speaker | ||
| J. Bradley Hilton, CEO & Founder, Hilton Business Ventures | |||
| 11:45 – 12:05 PM | The Power of Before: How Intelligence and AI Are Redefining Physical Protection for Families and Leaders | ||
| Noy Dancig, Co-Founder & Managing Partner | |||
| Drawing on decades in Israeli intelligence, Noy Dancig reveals how attackers think long before they strike, and how behavioral foresight and technology can intercept them in that invisible reconnaissance phase. Discover how The Power of Before transforms security from reaction into true prevention. | |||
| 12:05 – 12:25 PM | Reputational Security: Why Brands Matter? | ||
| 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. | |||
| 12.25 – 12.35 PM | Automating Wisdom: Institutional Memory That Endures | ||
| Omino Gardezi, Founder & CEO, MindArk; Exec. Board Member, United Nations Museum; Board Member, Scientia VC | |||
| Family offices and enterprises lose trillions in unrecorded know-how each year. MindArk builds AI systems that preserve and activate that wisdom—turning human expertise into living intelligence. Its ECHO and PULSE platforms capture, harmonize, and operationalize insight for generational continuity. | |||
| 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 – 02:15 PM | Climate AI, Carbon Removal & the exciting and overlooked landscape for climate tech investing | ||
| Benjamin Bronfman, Family Member & Founding Partner, Global Thermostat – Moderator | |||
| Jeff Seabright, Partner, Starshot Capital | |||
| 02:15 – 02:35 PM | Fireside Chat | ||
| Loreen Arbus, Next Gen & Entrepreneur | |||
| Denny Chared, Founder & CEO, DC Finance – Moderator | |||
| 02:35 – 03:00 PM | Single Family Office Trends | ||
| Jason Ma, Founder & CEO of ThreeEQ – Moderator | |||
| Daniel Idzkowski, CIO Central Europe Family | |||
| Peter J.R. “Roc” Aylwin, Global Investor & Family Office Director | |||
| This dynamic panel gathers seasoned voices from the single family office world to explore emerging shifts in direct and LP investing, generational leadership, and evolving priorities among ultra-wealthy families. Moderated by Jason Ma, the conversation will offer fresh insight into where capital, influence, and values are heading next. | |||
| 03:00 – 03:30 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | ||
| Dr. Steven Kaufman, Investor, Entrepreneur, Philanthropist, Founder of Zeus Companies – Moderator | |||
| Joe LeBas, President & CEO, Concorde Group Holdings LLC | |||
| William Lam, President, UPGRD | |||
| Dr. Robert J. Leaf, DMD, Founder & CEO, Keep AI Safe Foundation | |||
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | |||
| 03:30 – 03:45 PM | Should Your Kids be Playing with “AI Companions”? | ||
| Ramesh Raskar, Prof. MIT, Google[X], Facebook, ProjectNANDA.org | |||
| Christopher Aw, Board Director, Operation Snow Leopard – Moderator | |||
| A whole slew of new “AI Companion” toys are hitting the market in time for Christmas, from teddy bears that hold conversations, to robot kittens that tell stories. But these are all powered by the same AI chatbots that hallucinate, make up facts, and “suck up” to their human friends with flattery. Are these the first friendships we want our kids to experience? How can children grow up to have healthy adult relationships when their model of friendship is an “AI companion” who never sleeps, is always available, never disagrees or challenges you, and has no thoughts, feelings, or opinions of its own? Dr. Ramesh Raskar of MIT will talk about a research project he is working on to prevent this kind of harm to children. | |||
| 03:45 – 04:15 PM | Investing in Wellness: The Family Office Role in the Future of Healthcare | ||
| Tessa Adams, Next-Gen, Founder & CEO, Blob AI – Moderator | |||
| Alex Meshkin, Managing Partner, Fearless Capital | |||
| Ajay Nwosu, Managing Partner CoAct Capital, Co-Founder of Ultimate Snooze | |||
A discussion on how family offices are investing at the convergence of traditional healthcare and the rapidly expanding wellness and longevity sectors. We’ll explore where evidence-based medicine meets consumer-driven wellness, and how strategic, long-term capital can shape a healthier future. | |||
| 04:15 – 05:00 PM | Cocktail Reception |
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