Ms. Wendy Diamond

10 בFebruary 2020 by admin

Internationally Renowned Social Entrepreneur, Impact Investor, Humanitarian, Best Selling Author, TV Personality and Do Gooder!

Wendy Diamond is the CEO and Founder of Women’s Entrepreneurship Day Organization (WEDO)/#ChooseWOMEN, a non-governmental volunteer organization and global initiative celebrated in 144 countries, and universities and colleges worldwide with the mission to empower WOMEN in business and alleviate poverty.

She is an Investor and Advisor in social impact disruptive technologies and women led businesses in Health Sciences, Renewable Energy, Artificial Intelligence, Blockchain Technology, Fintech and Virtual Reality, including: Producers Market, RISE Wealth Technologies, LOOK Lateral Art, IPWE, Blocktower Investments, Infinigon Group, SAFE Health App, Farma Trust, Breathometer, IGP METHANOL and SNAKT.

Wendy has authored ten widely celebrated books, garnered three Guinness World Records, and has appeared in media outlets including Oprah, NBC’s Today Show, The New York Times and Forbes. She has also been a featured keynote speaker at the United Nations, Davos and Harvard University.

Wendy sits on the Advisory Boards of Ellis Island Honors Society, Global Women in Blockchain, Social Innovation Summit, Humane Society of New York and Grey Muzzle Foundation.

Prior to WEDO, Wendy founded Animal Fair Media, Inc. the premiere pet lifestyle media platform bridging celebrity and pop culture to support animal rescue/welfare when she learned 12 million animals were euthanized annually.

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Mr. Jeffrey Brown

6 בFebruary 2020 by admin

Jeff is responsible for supporting development and distribution of Parametric’s investment products. Prior to joining Parametric in 2000, Jeff spent two years as a portfolio manager with Laird Norton Trust Company, where he worked closely with taxable clients to design, develop, and implement various portfolio solutions. He earned a BA in business from the University of Washington. A CFA charterholder, Jeff is a member of the CFA Society of Seattle and the Seattle Society of Financial Analysts.

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Mr. Bill Hutchinson

20 בJanuary 2020 by admin

Bill Hutchinson of Dunhill Partners and Lifetime’s Marrying Millions

Leader. Pioneer. Game-changer. These are just a few ways to describe Bill Hutchinson, the Founder, President and CEO of Dallas-based Dunhill Partners, Inc. While starring in the Lifetime network’s “Marrying Millions” television series with his partner, Brianna “Bri” Ramirez, Bill has continued to lead one of the country’s most successful commercial real estate and investment firms. A devoted family man and champion for worthwhile causes, Bill can be found making the most out of life when he isn’t working on his next big deal.

“I am not your typical businessman,” Bill says. “As the son of missionaries growing up in a foreign country, I have spent my entire life being very informal, friendly, accessible, humble and empathetic to everyone who I meet. I make friends with my tenants, investors, lenders and employees, and I do not take my position or my success very seriously. In my mind, we are all the same, from the gardener to the billionaire investor.”

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Mr. Amir Ansari

12 בJanuary 2020 by admin

Amir Ansari is an inventor and serial entrepreneur with over 25 years of experience in designing and building innovative technologies in the areas of Internet of Things, Machine Learning, Data Privacy, and Personalized Healthcare. He has over 40 patents in multimedia distribution, data privacy, edge computing, and voice over IP, many of which have been incorporated into some of the most popular products in the world.

He is the Founder and General Partner of VaticX, a global hybrid-accelerator that optimizes value creation for growth stage technology-based companies by providing them market access, mentorship, monetization expertise, and access to capital; and the Co-Founder of Prodea Systems, an Internet of Things services company.

Amir serves on the Board of Directors of the X PPRIZE foundation and is a member of the XPRIZE Foundation’s Vision Circle and its Board of Trustees. Together with his family, he was a title sponsor for the Ansari X PRIZE, a $10 million cash award for the first non-governmental organization to launch a reusable manned spacecraft into space twice within two weeks.

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Mr. Trammell S. Crow

30 בDecember 2019 by admin

Trammell S. Crow is the founder of EarthX, (formerly known as Earth Day Texas), the largest annual exposition and forum showcasing initiatives, research, innovations, policies and corporate practices serving the environment.

With a focus on inspiring environmental leadership across sectors and party lines, Crow serves on the Board of |Directors for ConservAmerica and as Co-founder of Texas Business for Clean Air since 2008 and Texans for Clean Water since 2013. He is also a long-term supporter of the Texas Conservation Alliance, the Nature Conservancy of Texas, Log Cabin Republicans, Trust for Public Lands, Energy Defense Fund, Paul Quinn College and the League of Conservation Voters. His philanthropy work benefits various nonprofit organizations that are active in family planning, education, the environment, community initiatives and political causes.

Crow’s passion for art extends to his role as President of the Crow Family Foundation, supporting the Crow Museum of Asian Art. In addition to running the Dallas Market Center, Trammell developed Infomart, the Dallas Communications Center, the Studios at Las Colinas and DFW Teleport. He also served as President of Trammell Crow International Developments in France, Spain, Germany, Belgium, United Kingdom, Japan and the People’s Republic of China.

Trammell holds a degree from Yale in Economics. He has four children, Nathan and Daniel who are currently residing in Dallas, Isabella is studying at Trinity College in Hartford, Connecticut and Margaret, a restaurateur in London.

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Gallery

19 בDecember 2019 by admin

Gallery

Dallas – 2018:

DC Finance’s Family Office and Wealth Management Conference – The City Club, Dallas

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The 2019 Dallas Family Office & High Net Worth Annual Conference

2 בDecember 2019 by admin


08:00 – 09:00 AM	Registration & Refreshments

09:00 – 09:10 AM	Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
	Conference Moderator: Mr. Josh O. Ungerman, Partner, Meadows, Collier LLP

	The Innovation & Technology Session

09:10 – 09:30 Am	Why Texas, Why Now – The Texas Startup Manifesto – Mr. Bryan Chambers, Vice President, Accelerator, Investment Fund at Capital Factory

09:30 – 10:00 AM	The Technology & Innovation Panel
	Moderator: Mr. Bryan Chambers, Vice President, Accelerator, Investment Fund at Capital Factory
	With: Mr. Adil Adi, Founder & CEO, WorldLink; Mr. Dave Copps, CEO, Hypergiant Sensory Sciences; Mr. Bruce Parker, Founder & CEO, ModoPayments

10:00 – 10:20 AM	Keynote Presentation – What Makes an Early Stage VC Great - Mr. Dov Moran, Serial Entrepreneur & Inventor of the USB portable flash drive; Founder, M-Systems and Managing Partner, Grove Ventures

10:20 – 10:40 AM	Deductibility of Expenses in the Family Office Space After the Tax Court Decision in the Lender Bagel Case & The Golden Age of Estate Planning
	Mr. Josh O. Ungerman, Partner, Meadows, Collier LLP and Mr. Alan Davis, Partner, Meadows Collier LLP
	This presentation will address Lender Management, LLC v. Commissioner which addressed the deductibility of family office expenses under Section 162. Understand the roadmap set forth in the opinion for structuring a family office that is consistent with a Section 162 deduction. The presentation will conclude with the factors that make the current environment a golden age for estate planning.

10:40 – 10:50 AM	Fine Art & Alternative Asset Financing/Monetization - Mr. Jonathan Gibbs, Founder, Chief Executive Officer, Truss Point Partners

10:50 – 11:20 AM	Coffee Break

11:20 – 11:40 AM	Investment Incentives in America’s Business Paradise – U.S. Virgin Islands
	Mr. Kamal l. Latham, CEO, U.S. Virgin Islands Economic Development Authority

11:40 – 12:20 PM	Developing Leadership in the Family Enterprise: The Magical Convergence of Tradition & Innovation Panel
	Moderators: Ms. Tal Yahav, Partner, Dorot Family Business Consulting
	With: Ms. Galia Hazan, Co-Manager, Tiroche Auction House; Adv. Michal Alshech Ben Dan, CEO, Ben Eli Alshech Import & Marketing; Ms. Leetal S. Ilan, Esq, Principal in Charge, Rolan Group; Dr. Tamar Milo, Founding Partner, Dorot Family Business Consulting
	Description: A peer group of next-gen champions from various family-owned businesses, will discuss developing the leadership in the family enterprise.The forums evolved into a way of life for the participants: a place for developing personal strengths and resilience, for learning ways to cope with complexities and plan strategies for combining legacy and innovation within one’s own family enterprise.Three participants from existing peer forums, each representing a different family enterprise, will share some of the life-changing insights, gained from the experience. They will tell about the power of the peer group, its impact on their personal development, and the contribution of the practical tools they have acquired to their every-day challenges in the business and in the family.

12:20 – 12:50 PM	Fireside Chat: Keynote Speaker: Mr. Craig Hall, Chairman and Founder of Dallas-based HALL Group, Entrepreneur, Civic Leader, New York Times Bestselling Author, Philanthropist With Mr. Richard Delgado,Managing Partner, ERA Capital Partners

12:50 – 02:00 PM	*Lunch*

	The Next Generation Session

02:00 – 02:20 PM	Keynote Speaker: How to Make Your Family Business Thrive across the Generations - Ms. Mitzi Perdue, 2nd Gen, The Sheraton Family and Perdue Chicken, Business Woman, Author, Professional Public Speaker

02:20 – 03:00 PM	The Real Estate Panel – Logistics Capital Markets Trends and Investment Discussio
	Moderator: Mr. Josh McArtor, Managing Director, Eastdil Secured
	With: Mr. Edward Griffin, President & CEO, Griffin Partners Inc; Mr. Joe B. (Jody) Thornton, Jr. President, JLL Capital Markets, Americas; Mr. Sean Dalfen, President & Chief Investment Officer, Dalfen Industrial; Mr.Tom Fishman, Executive Vice President, Acquisitions and Dispositions; Mr. Nick Cassavechia, Founder, Old House Capital; Mr. Jeffory Blackard, CEO & President, Blackard Global Chairman, Global Council, NeoRetroism; Ms. Desirée Patno, CEO & President, Women in the Housing & Real Estate Ecosystem
	Description: A formal discussion of the capital market trends and pricing for the Logistics industry across the United States.

03:00 – 03:20 PM	Fireside Chat: Ms. Amy Korenvaes, President, Harlan & Amy Korenvaes Family Foundation with Mr. Bradley Laye, Ex President, CEO, Jewish Federation of Greater Dallas

03:20 – 04:00 PM	The Family Office Panel
	Moderator: Mr. Matthew Kibble, Managing Partner, Kibble Holdings
	With: Mr. Rob Raymond, Raymond Family Office & Founder, RCH Energy; Mr. Clark Copelin, Founder & Managing Partner, 2088 Advisory, LP