Agenda

 08:00-09:00am Registration & Refreshments
09:00-09:10am Opening remarks: Mr. Denny Chared, Founder & CEO, DC FinanceConference Moderator: Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO Miami
09:10-09:30am Mr. Gabriel Groisman, Mayor of Bal Harbour, Florida and Attorney
09:30-09:50am Mr. Ryan McDowell, Vice President – Real Estate Advisory Specialist – Southeast Region, Wells Fargo
09:50-10:05am Gold: The Original Alternative InvestmentMr. Edward Coyne, Executive Vice President National Sales, Sprott Asset Management
10:05-10:25am The Future of Work and Education – Fireside Chat with Mr. John Katzman, Education Entrepreneur, and Founder & CEO, The Noodle Companies and Mr. Jason Ma, Founder, CEO & Chief Mentor, ThreeEQ
The future of work and education is one of the top three G20 agenda priorities for 2018. Given our increasingly technology-driven world, change is not only constant but also accelerating. However, limiting beliefs and behavior continue to abound in legacy employment and education systems. What does it mean for our next generation, parents, and the C-suite? Let an innovative education industry legend and a leading member of the B20, the private sector’s voice of the G20, shed some light…
10:25-10:45am The Real Estate Panel
Ms. Deisree Patno, NAWRB
10:45-11:15am Break
 11:15-11:45am The Philanthropy Panel
Moderator: Ms. Katherine Hill RitchieWith: Ms. Liana KruppPresident & Trustee, The Krupp Family Foundation and Ms. Jhana Senxian, Founder & CEO, The Guild, Ms. Liana Krupp, President & Trustee, The Krupp Family Foundation
11:45-12:25pm The BDO panel: Innovative Tax Strategies for the Family Office
With: Mr. Jason M. Cain, Family Office Services Managing Partner, BDO, Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO, Mr. Marty Cass, Tax Managing Director Southeast Region Private Client Services practice leader, BDO
A discussion about how to structure the family office to achieve the deductibility of investment expenses, including those expenses passed through by investment partnerships. This panel will also explain tax strategies to maximize the new Qualified Business Income deduction, and discuss how to take advantage of tax savings by investing in Opportunity Zones.
12:25-12:45pm The Direct Investing Panel
Moderator: Ms.Candice Beaumont With: Mr. Sandro Salsano, Chairman & President, Salsano Group and Mr. Hadi Al Alawi 
12:45-01:15pm The Next Generation / Impact Investing Panel
Moderator: Ms.Candice Beaumont With: Mr. Siddhant Chopra, Third Generation, Niraj Cement Structurals Ltd.
01:15-02:15pm Lunch
02:15-02:45pm The Technology Panel
Mr. Lenny Roth, Chairman, Yarotek,  with Tom Wallace and Ms. Rebecca Danta, Mr. Andrew Ury, CEO, ActX
02:45-03:05pm One on One Fireside ChatMr. Denny Chared, Founder, DC Finance with Mr. Adil Adi, Adi Family Office and Founder Worldlink
03:05-03:35pm Panel: Extraordinary Entrepreneurs
Ms. Jen Bowden, Mr. Kevin McGovern, Chairman & CEO, McGovern Capital;
Mr. Kevin Wensing, Mr. Arun Savkur
03:35-03:55pm Ms. Katherine Fernandez Rundle, State Attorney for Miami-Dade
05:00-06:30 Cocktail Reception sponsored by BDO
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