| 08:00 – 09:00 AM | Networking Breakfast |
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| 09:00 – 09:10 AM | Opening Remarks |
| Denny Chared, Founder & CEO, DC Finance |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Conference Moderator |
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| 09:10 – 09:30 AM | Aligning Family Office Investments with Personal Passions |
| Marcia S. Nelson, Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory – Moderator |
| Aaron Hageman, Advisor, Investor & Coach |
| Rachel Rivera, Chief Operating Officer, Wild Lives Foundation |
| Kelly Freis, Founder & Principal, International Growth Capital |
| Family offices are putting more money into cutting-edge areas that match their personal passions, like tech, sustainability, and healthcare. Not only does this help them mix up their investments, but it also lets them make a real impact in areas they care about. Our panelists will dive into their own experiences and how that shapes the way they invest. |
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| 09:30 – 09:40 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Jonathan Northrup, CEO, Stingray Therapeutics Inc. |
| If you are diagnosed with metastatic colorectal cancer, you odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. |
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| 09:40 – 09:50 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 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. |
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| 09:50 – 10:00 AM | Current Trends and Insights in Real Estate |
| Adam Chrisakis, Director, Investor Relations, Post Real Estate Group |
| The U.S. is in a perennial shortage of affordable housing, driving outsized demand from renters in virtually every part of the country. There are a variety of government subsidies available to incentivize multifamily owners to provide affordable product. Many of these incentives are unknown, creating a unique opportunity to help address the crisis while delivering superior financial returns to investors. |
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| 10:00 – 10:10 AM | The Missing Piece to Your Financial Future: Maximizing Retirement Savings Through Private Mortgage Investing with CMI Financial Group Inc. |
| Dave Tanner, Director, US Investments & Lending, CMI Financial Group Ltd. |
| Discover how private mortgage investing can transform your retirement strategy. In this insightful session with Dave Tanner, discover why savvy investors are turning to private mortgages for higher yields, reduced risk, and enhanced capital preservation. Learn how partnering with an experienced, full-service firm like CMI Financial Group ensures a seamless investment experience with comprehensive management and monitoring. Private mortgage investments offer the potential to enhance returns while mitigating risk, providing a stabilizing force in your portfolio. This presentation is ideal for anyone looking to boost retirement savings while safeguarding their financial future. |
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| 10:10 – 10:30 AM | Tackling the Global Mental Health Challenge |
| Zak Williams, Entrepreneur, Investor, Mental Health Advocate, Next Generation of the Late Robin Williams |
| In this lecture, Zak Williams will provide a personal account of his journey up to creating PYM, as well as mental health charities and organizations Bring Change 2 Mind with Glenn Close, United for Global Mental Health, and Project Healthy Minds. He will discuss the challenges and opportunities in building market-based solutions to the complex system challenge that is global mental health. He will point out the commercial and social impacts generated by building companies that tackle mental health in various ways, placing what they do in context. The goal of the interventions are to empower people in need with the tools to effectively manage their mental health for better, longer, and higher quality lives. |
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| 10:30 – 11:00 AM | Coffee Break |
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| 11:00 – 11:20 AM | Driving Innovation, Growth, and Long-Term Success |
| Natalia Sokolova, Managing Partner, SGG World LLC – Moderator
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| Bridget Kilroy, Vice President, First Trust Family Office Practice |
| Tara Roth, President, Goldhirsh Foundation
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| How can family offices leverage unique perspectives and experiences to drive innovation, growth, and overall success in managing family wealth and investments, with a focus on impact investment that creates positive social and environmental change?
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| 11:20 – 11:40 PM | Successful Biotech Investing – Reducing Risk while Increasing Returns |
| Muneer A. Satter, Vice Chairman, Goldman Sachs Foundation & Goldman Sachs Gives; Chairman, Satter Family Foundation |
| Biotech investing is inherently risky. What are the secrets to reducing risk while increasing returns? |
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| 11:40 – 11:50 AM | Redefining Agriculture: A Blueprint for Global Food Security |
| Dennis Levine, Founder & CEO, Water Garden Farms LLC |
| In a world confronting climate change and depleting resources, we must revolutionize our approach to food production to feed a growing population. At Water Garden Farms, we’re not just farming—we’re cultivating change and setting a standard for mass transformation by delivering unparalleled ROI to consumers, retailers, shareholders, and the planet. A sustainable future depends on our creativity, integrity, and innovative models that drive adoption in capital markets. |
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| 11:50 – 12:00 PM | The Chicago School |
| Michele Nealon, President, The Chicago School |
| The Chicago School is a leading nonprofit university dedicated to improving the health of individuals, organizations, and communities through a solutions-oriented educational approach, coupled with real-world experiences. Our graduates leave with the cultural competence and practical skills needed to uplift marginalized populations and make a positive difference in the world. The Chicago School is proud to be part of The Community Solution Education System, an integrated, nonprofit system that works collaboratively to advance institutional sustainability, increase student success, and enhance community impact. |
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| 12:00 – 12:15 PM | Your Artificial Navigator for Universal Security and Information Online |
| Matthew Aizen, Founder & CEO, YANUS.IO |
| YANUS.IO is a groundbreaking digital identity management platform that simplifies and secures how individuals manage their online presence. Using advanced AI, it addresses privacy, digital legacy planning, and decentralised verification, unifying fragmented profiles into one secure framework. By leveraging aggregated data insights, YANUS.IO drives innovation and sets a new standard in digital identity and security. |
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| 12:15 – 12:35 PM | Veterans Transitioning into Media & Entertainment |
| Christopher Aw, Board Director, Operation Snow Leopard – Moderator |
| Michael Uslan, Originator & Executive Producer, The Batman Movie Franchise; Emmy Award Winner |
| Tom DeSanto, Producer, X-Men and Transformers |
| Rebecca Murga, Writer, ABC’s Will Trent & former US Army, VME Director |
| Just as Batman channels his experiences into a mission for justice, veterans in Hollywood draw upon their own stories of service, discipline, and teamwork to bring powerful, authentic perspectives to the screen. Their journey from the military to the film industry showcases a commitment to storytelling that celebrates resilience, strength, and purpose, bridging the values of service with the artistry of entertainment. |
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| 12:35 – 01:35 PM | Lunch |
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| 01:35 – 01:40 PM | Introduction to the Family Office Circle |
| Denny Chared, Founder & CEO, DC Finance |
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| 01:40 – 02:00 PM | Keynote Lecture |
| Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation |
| Join Sara Crown Star to think about Impact. Learn about how Judge David Bazelon’s (previous Chief Judge of the US Court of Appeals’) work on mental health impacted her. Hear about how Sara’s work @FemHealth Ventures is impacting innovations in women’s health today, and think about where you want to make an impact. This presentation is intended to inspire you to take action to have an impact that will be meaningful to you! |
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| 02:00 – 02:20 PM | Fireside Chat about The Family Next Gen |
| Owen Matthews, Chairman, The Alacrity Foundation |
| Trevor Matthews, Board Member, Wesley Clover International; CEO, Brookstreet Pictures |
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| 02:20 – 02:40 PM | The Role of Direct Real Estate Investing for Family Offices |
| Alan Zafran, Founding Partner & Co-CEO, IEQ Capital – Moderator |
| David Rochkind, Chief Operating Officer, Culver Capital Partners LLC |
| Brad Meadow, Managing Director, Oakmont Corporation |
| This presentation will focus on the advantages of direct real estate investing for family offices, emphasizing how it offers greater control over assets, potential tax benefits, and long-term wealth preservation. We will explore the unique opportunities in private real estate markets, including diversification and tailored investment strategies. Lastly, we will highlight the importance of risk management and aligning investments with the family office’s goals and values. |
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| 02:40 – 03:00 PM | The 7-Eleven Story – A Fireside Chat |
| Mary Ann Thompson-Frenk, Next Gen of the 7-Eleven Family; Co-Founder/President of The Memnosyne Institute, and General Partner, UTF Holdings |
| James W. Keyes, Former CEO, 7-Eleven Inc; Former Chairman & CEO, Blockbuster Inc; Chairman, Key Development LLC |
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| 03:00 – 03:20 PM | Fireside Chat: The Intersection of Sports and Entrepreneurship |
| Ryan Braun, Former Major League Baseball Player; Managing Director, IEQ Capital |
| Noah Lichtenstein, Founder & Managing Partner, Crossover VC – Moderator |
| Today’s athletes are the tastemakers, the kingmakers, and the agents of influence. Swinging a bat or dribbling a basketball is just a small fraction of who the modern athlete is, and thanks to technology, the power of an athlete’s influence is only increasing. From entrepreneurship to investing, in this conversation we will discuss ways that today’s athletes are leveraging their platform – often in non-obvious ways – to achieve success beyond the field of play. |
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| 03:20 – 03:40 PM | Next-Gen Strategies: Bridging Tradition and Innovation in Family Offices |
| Matthew Nordgren, Next Gen; Partner, Arcadian Capital – Moderator |
| Albert P. Lee, Founder & CEO, APL Ventures |
| Jonathan Hung, Managing Partner, Entrepreneur Ventures |
| Matthew Lowe, Founder, LH Capital |
| This panel will explore innovative sectors such as tech startups, renewable energy, and digital assets that align with next-gen interests. It will also discuss strategies to engage and prepare younger generations, ensuring smooth transitions while preserving the family legacy. |
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| 03:40 – 04:00 PM | Safeguarding America: Innovation and Intelligence in the Fight Against Violent Extremism |
| John Harbaugh, Former Senior Executive Service (SES) Leader, United States Digital Initiative |
| Derek Knapp, Purple Heart Award Recipient, Army Ranger |
| Phil Weed, Distinguished Senior Strategic OSINT Analyst, & Clarion Project CIN Branch Chief for the Islamic Extremism Branch |
| Adam Nielson, President, 7 Vikings Security LLC |
| This panel will explore how cutting-edge technology and expert OSINT analysis are being used to expose, reduce, and prevent violent extremism before it strikes. Our elite team collaborates with law enforcement to deliver actionable intelligence that saves lives, with a special focus on protecting vulnerable communities and children. Learn how our rapid-response capabilities and unique partnerships are making a critical difference in safeguarding the American people. |
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| 04:00 – 05:00 PM | Cocktail Reception |
