Agenda 2020

 The United States Family Office Online Conference – November 12th, 2020

12:00 – 12:05 PM Welcome and Opening Remarks: Mr. Denny CharedFounder & CEO, DC Finance
12:05 – 12:40 PM A Fireside Chat
  Mr. John Catsimatidis, Chairman & CEO, Red Apple Group 
Ms. Wendy Craft, Chief of Staff, Fulcrum Equities, LLC
12:40 – 01:10 PM The Institutional Panel
  Moderator: Mr. Andrew Karsh, Portfolio Manager,  CalPERS
  With: Mr. Marcus Frampton, Chief Investment Officer, Alaska Permanent Fund
01:10 – 02:00 PM Panel: Responding to Crises: Covid, Community & Climate. NextGens Change-makers Discussing  Solutions to the Biggest Issues of Our Time
  Mr. Barry JohnsonExecutive Advisor to Principals-Single Family Offices, Board Member, Senior Economic Policy Advisor, Investor, Entrepreneur – Moderator
  Ms. Cara Kennedy-Cuomo, Partner, Head of Diversity + Inclusion Summits, Sahar Global Summits
Mr. Daniel Growald, Co-Chair, BankFWD
  NextGen change-makers from some of the world’s most powerful families step up to the plate, committed to investing in and innovating solutions to some of the biggest challenges of our time.   Join us for this live streamed interveiw with Barry Johnson, confidential advisor and senior strategist to Family Offices and UHNWI’s globally. Topics to include how the global pandemic has exposed the urgent need for solutions to supply chain issues, healthcare shortcomings, and inequality in economic access as well as the need to accelerate solutions to the climate crises. 
02:00 – 02:50 PM Panel: Family Office Entrepreneurs
  Ms. Marcia Nelson, Founding Partner, Triple C Advisory – Moderator
Mr. Whitaker Irvin Jr., COO, QuasarWave Corp. & CEO, Q Hydrogen Solutions Corp 
Ms. Kacie Malouf, Chair, Malouf Foundation, Co-Founder, Malouf & Partner at Tamarak Capital 
Mr. Nick Wellmon, 5th Generation, Founder & Managing Partner, Due West Partners
  Join us for a lively discussion with a panel of family office entrepreneurs. The panelists will share insights about entrepreneurship and investing and how they bring their own interests and experiences and carved out their own paths. 

The United States Family Office Online Conference – November 18th, 2020

12:20 – 12:25 PM Welcome and Opening Remarks: Mr. Denny CharedFounder & CEO, DC Finance
12:25 – 01:00 PM Thoughts &  Reflections of Family Offices at the Epicenter of the COVID-19
Ms. Sarit Firon, Co-Founder and Managing Partner, Team8 Capital
01:00 – 02:00 PM AI: A Strategic Conversation
  Mr. Mark Minevich, Chair & Co-Founder, Digital Pioneers Network, and President, Going Global Ventures – Moderator
  Mr. Sylvain Duranton, Global Leader BCG GAMMA, and Managing Director & Senior Partner, BCG 
Ms. Katia Walsh, Senior VP & Chief Strategy and AI Officer, Levi Strauss & Co.
Mr. Tom Lawry, National Director for AI, Health and Life Sciences, Microsoft
Mr. Keith Strier, Vice President, Worldwide AI Initiatives, NVIDIA
Mr. Alan Boehme
Chief Technology Officer , H&M Group
  This panel will, among other things, discuss * State of AI in the world and Enterprises * Adoption, new thinking and new actions * Accelerating adoption of AI at the age of Pandemic * Designing  resilient  human capital through lifetime learning, collaboration with humans and digital agents * Next Generation of Solutions and use cases  powered by AI 
02:00 – 03:00 PM Direct Investing & Entrepreneurial Families Achieving Alpha 
  Ms. Candice Beaumont, CIO, L Investments – Moderator
  Mr. Anthem Hayek Blanchard, Blanchard Family Office & Chief Executive Officer, Herc 
Mr. Sandro Salsano, Chairman of Salsano Family Office, Entrepreneur, Businessman & Investor
Mr. Tim Gannon, Co-Founder, Outback Steakhouse & CEO, PDQ Palm Beach
  This panel has leading families & entrepreneurs who have created companies, sold companies, taken companies public as well as created their own family offices.Recent studies have indicated that direct investing is one of the fastest growing areas for family offices and the panel will evaluate different perspectives from across the globe.


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