The 2018 Houston Family Office & High Net Worth Annual Conference

08:00-09:00 am Registration and Refreshments
09:00-09:10 am Opening Remarks: Mr. Denny CharedFounder & CEO, DC Finance
  Mr. Jeffrey KaneNational Managing Partner – Private Client Services, BDO LLP
Conference Moderator: Mr. Jerry Guillott, Tax Partner, BDO LLP
THE TECHNOLOGY SESSION
09:10-09:40 am The Technology Panel – Is Houston Ready to Become the “Third Coast” When it Comes to Innovation and Investment?
  Moderator: Mr. Erik Halvorsen, Director, TMC Innovation Institute
With: Ms. Dorit Donoviel, Director, Transnational Research Institute for Space Health, Mr. John S. Reale Jr., Co-Founder & CEO, Station Houston, Ms. Juliana Garaizar, Managing Director, Houston Angel Network, Mr. William E. Cohn, VP, Medical Devices, Johnson&Johnson
This panel will talk about some of the history of innovation in Houston and the major advances that have taken place recently with respect to infrastructure and resources to support entrepreneurs and start-ups in the ecosystem.  The panelists will paint a picture of how robust the current investment opportunities in tech, digital and healthcare and where continued growth and opportunity will be seen in the future.
09:40-10:00 am The World of Blockchain – Ms. Kelly Klein, Strategic Partnerships Director, Alignment Group
10:00-10:15 am The Changing Healthcare Financing Landscape  – Mr. Adam E. Fine, General Partner & CEO, Windham Venture Partners
10:15-10:25 am Overseas Diversification Through Local Expertise - Mr. Lorenzo Rocco di Torrepadula, Partner, REYL Overseas Ltd
10:25-10:35 am The Continuing Evolution of Private Equity – Mr. Richard Baker, Vice President, Portfolio Strategy, ALPS Red Rocks Capital
10:35-10:55 am Finding Opportunity in the Only CRE Sector Facing Deep Stress – Mr. Andy Weiner, President, RockStep Capital Real Estate Investments
10:55-11:25 am Fireside Chat with Keynote Speaker Mr. Drayton McLane Jr.
With: Keynote Speaker Mr. Drayton McLane Jr., Chairman, The McLane Group
Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21
11:25-11:45 am Refreshment Break
THE ENERGY SESSION 
11:45-11:55 pm Energy Investing – Moving from Molecules to Electrons for Better Risk-Adjusted Returns - Mr. Alan Hsu, Managing Director & Global Industry Analyst & Portfolio Manager, Wellington Management
11:55-12:15 pm The Global Opportunity: Low-Cost Clean Energy – Mr. Robert W. Rigdon, Vice Chairman, Synthesis Energy Systems, Inc.
12:15-12:45 pm The Energy Panel – Outlook and Opportunities for Investment
Moderator: Mr. Kenneth B. Medlock III, Ph.D , Senior Director, Center for Energy Studies, Rice University
With: Mr. R. Paul Loveless, President & CEO, CL&F Resources, Mr. Richard Bogatto, Tax Partner, BDO LLP, Mr. Walker Moody, Partner & Chief Operating Officer, Asset Management, Tudor, Pickering, Holt & Co.
This moderated panel discussion will explore the outlooks for oil and gas, including the most significant uncertainties, whether they are global or domestic, and how they may affect the investment climate. In addition, speakers will address the most pressing needs for investment across the value chain and the roles that markets and policy have in defining opportunities – ranging from recent tax changes to the role of shale to Federal infrastructure policy to the implications of NAFTA renegotiations.
12:45-01:15 pm The Direct Investments, Co-Investments, and Successful Exits Panel
Moderator: Ms. Samira Salman
With: Mr. D. Randolph Waesche, Managing Member, Family Wealth Management LLC, Mr. Brad RossManaging Director, Transaction Advisory Services, BDO LLP, Mr. Michael Girdley, Managing Director, Geekdom Fund, and Mr. Justin LaPoten, Partner, Badr Investments
This panel will provide a comprehensive view on family offices making direct investments into private companies. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches.
01:15-02:15 pm Lunch
02:15-02:45 pm The Real Estate Panel 
Moderator: Ms. Desirée Patno, CEO & President, NAWRB
With: Mr. Brandon Pauler, Tax Managing Director, BDO LLP, Mr. Ryan L. Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Clayton Hagerman, Founder & Managing Partner, MicroPlanned CommunitiesTM LLC
Real estate dynamics is changing – opportunities and strategies addressing global housing issues, tax reform and the new mindset.  
02:45-03:15 pm Tiger 21 Panel
  Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21
With: Mr. Bret Stanley, Founder & Managing Partner, Stanley Capital Management, Mr. Ash Kumar, CEO & Founder, Ashford Communities, Mr. Steven Kaufman, Founder & Chief Acceleration Officer, Zeus Trust, Mr. Michael Casid, Co-Founder, Dymatize Enterprises
A discussion about what Tiger 21 is and how it can be relevant to you. The panelists will be asked questions about their experiences with T21, their investments with T21 and the value of T21 to their family and themselves.
03:15-03:35 pm Refreshment Break
03:35-03:50 pm Transition from Operating Company to Family Office – Mr. Adil Adi, Executive Chairman, Adi Family Office
03:50-04:05 pm Philanthropic Structures – Mr. Stephen D. Maislin, President & CEO, Greater Houston Community Foundation
04:05-04:35 pm The Philanthropy Panel – How to Create a Lasting Legacy
Moderator: Ms. Avital Ingber, President & CEO, Jewish Federation of Greater Houston
With: Mr. Benjamin Warren, CEO & President, ITC Trading Company Ltd, Mr. Fred Zeidman, Chairman, Gordian Group, Mr. Benjamin Samuels, Executive Consultant, Victory Packaging
What inspires legacy giving? Hear firsthand from a number of successful business leaders how they give back to their communities, involve multiple generations of their family and create lasting legacies through philanthropic endeavors. 
04:45-06:45 pm Cocktail Reception
The conference will be followed by a cocktail reception at The Houstonian for all conference attendees.

 

 

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The 2018 Dallas Family Office & High Net Worth Annual Conference

2018 Agenda:

 

October 29th 
06:30-08:00 pm A  Cocktail Reception at the George W. Bush Presidential Center
 October 30th 
08:00-09:00 am Refreshments & Registration
09:00-09:10 am Opening Remarks – Mr. Denny Chared, Founder & CEO, DC Finance
Conference Moderator: Mr. Randy WrightTax Partner – Dallas, BDO
09:10-09:30 am Mr. John Nottingham, Co-Founder, Nottingham Spirk
   
The Innovation Session
09:30-10:00 am The Innovation & Technology Panel
Moderator: Mr. Ed Hightower, Tri-chair, Tech Titans IoT Forum and Principal, IoT and Beyond With: Mr. Adil Adi, Founder & CEO, WorldLink, Mr. Eric Lenington, Founder & CEO, ObjectSpectrum LLC and Founder & Managing Partner, 24×8 LLC, Dr. Rajesh Narasimha, Founder & CEO, EdgeTensor Technologies, Ms. Florence Lowe, Chief Operating Officer, Synerzip
These are exciting times! Technology is enabling us to do things that we could only dream of just a few years ago. Join us as our panel of entrepreneurial technologists give us insights into how the Internet of Things and all its cutting-edge technologies including Artificial Intelligence (AI) and computer vision will combine to help us change the world and make it a better and safer place for all of us.
10:00-10:15 am Evolution, not Revolution: Saga and the Future of Cryptocurrencies – Mr. Roy Sagi, VP Investment Banking, Saga Foundation
10:15-10:25 am Optimizing Disc Replacement – Dr. Isador Lieberman, Orthopaedic & Spine Surgeon, President Texas Back Institut, Agada Medical
10:25-10:40 am COPIA Agro and Food Technologies Fund – Impact Investments for a Sustainable Future – Mr. Ohad Zuckerman, Managing Partner, COPIA Ag & Food Technologies Ltd.
10:40-11:10 am Break
The Financial Session
11:10-11:20 am Gold, The Original Alternative Investment – Mr. Edward Coyne, Executive Vice President, National Sales, Sprott Asset Management
11:20-11:40 am Fireside Chat: Seeking Great Ideas: The Art of Focused Investing – Mr. Pedro Escudero, Founder & CIO, DPM Capital and Mr. Michael RutnerManaging Director, Ion Pacific
11:40-12:00 pm Dealing with Intergenerational Issue with Wealth and Foundation Governance – Mr. Morton Meyerson, Founder & Chairman, 2M Companies, LLC.
12:00-12:10 pm Minerals – Unearthing Possibilities – Mr. Will Cullen, Vice President, LongPoint Minerals & Business Development
12:10-12:30 pm Panel: Restructuring the Family Office after Lenders
Moderator: Mr. Randy Wright, Tax Partner – Dallas, BDO
With: Mr. Jason Cain, Family Office Services Managing Partner, BDO, Ms. Amy Pienta, Senior Director, Family Office Services, BDO, Ms. Carrie Burnett, Tax Managing Director, BDO
2017 ended with a bang for U.S. based family offices. The combination of tax law changes and the TaxCourt’s decision in the Lender case created a clear path for families to achieve advantageous tax results. Join our panel as they review the nuances of the case and learn how similarly situated families can optimize family office organizational structures to mitigate income tax consequences.
12:30-12:50 pm What Does Tax Reform Mean to Your Estate Plan? - Mr. Josh Ungerman, Partner, Meadows Collier and Mr. Alan Davis, Partner, Meadows Collier
12:50-01:00 pm The Case for Investing in Producing Oil and Gas Properties – Mr. Arthur Budge, Jr., President and CEO, Five States Energy Company, LLC
01:00-02:00 pm Lunch
02:00-02:30 pm Panel: Real Estate Investment and Financing Trends
Moderator: Mr. John P. Dean, Regional Private Banking Manager for Dallas, Fort Worth, Oklahoma, and Midland, Wells FargoWith: Mr. Ryan Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Paris Rutherford, Principal, CATALYST Urban Development, Mr. Jeremy Sain, Managing Director, HFF
This panel will discuss current real estate investment and financing trends. It will explore deals getting done in the current real estate environment in both development deals and income producing stabilized real estate.
02:30-03:00 pm Direct Deals and Co-Investments Panel
Moderator: Ms. Samira Salman, Founder & CEO, Salman SolutionsWith: Ms. Anna Martin, Associate, Sallyport Investments, Mr. Andrew Robertson, CEO, Professional Rental Tools, Mr. Will Stringer, Senior Associate, Cockrell Interests
This panel will provide a comprehensive view on family offices making direct investments into private companies. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches.
03:00-03:20 pm Fireside Chat: Ms. Sarah Losinger, Trustee, Communities Foundation of Texas and Ms. Monica Egert Smith, Chief Relationship Officer, Communities Foundation of Texas
Join a lively discussion with Ms. Sarah Losinger and Ms. Monica Egert Smith for a brief overview ofhow to get the most out of working with a community foundation including local and national giving trends. Hear  about how to accomplish multi-generational impact and giving through donor-advised funds, providing hands-on philanthropic learning opportunities for children or grandchildren, seeking community engagement and impact through venture-capital style gifting through a community foundation.
 03:20-03:35 pm Why We’ll Always Need Fossil Fuels – Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute
03:35-03:55 pm Break
 03:55-04:15 pm Trammell S. Crow and the Road to EarthX - Mr. Trammell S. Crow, Founder, EarthX
The Philanthropy Session 
04:15-04:35 pm Fireside Chat: Marrying into Money – Ms. Jaynie Schultz, Director, Schultz Family Foundation and husband Mr. Ron Romaner, Owner, The Yiddishe Kup
Jaynie and Ron will discuss the perils, pitfalls and pluses of marrying into wealth. They will talk about the newcomer status, reading and navigating the lay of the land, remaining true to yourself and living a new lifestyle.
04:35-05:05 pm Fireside Chat: Family, Philanthropy and Business: Juggling it all with Values and PurposeMr. Bradley Laye, President & CEO, Jewish Federation of Greater Dallas and Mr. Harold Gernsbacher, CEO, Chain Link Services
Learn from Harold Gernsbacher, the immediate past National Campaign Chair for Jewish Federations of North America, about his experience running a very large family business, raising two daughters to adulthood after the passing of his late wife and volunteering and donating at the highest levels of philanthropy as he ensures his values are transferred, not just his wealth.
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The 2017 Dallas Family Office & High Net Worth Annual Conference

Cocktail Reception at the Bush Library, Dallas, TX


 

DC Finance Family Office & Wealth Management 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 WrightTax Partner, BDO USA, LLP 
   
09:10-09:50 AM The Future of Technology  
  Moderator: Ms. Marcia DawoodManaging PartnerBlueTree 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 BuckleyPartner, 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 McGovernChairman & 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 DreverChairman, 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: MrGeorge SeayChairman & 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 WalkerGlobal 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 WalkerGlobal Economist, EastWest Institute

 

 

 

 

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