The 2017 Florida Family Office & Wealth Management Conference

December 6th, 2017 Agenda:

08:00 – 09:00AM Registration and Refreshments
   
09:00 – 09:10AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
  Conference Moderator: Ms. Steffi Baker, Family Office Consultant and Publisher of UltraInvestor.com
   
09:10 – 09:30AM Mr. Eric Eikenberg, CEO, Everglades Foundation – The $10 Million George Barley Water Prize: Solving the world’s water crisis through global innovation.
   
09:30 – 09:45AM Mr. Joseph Napoli, Chief of Staff & Senior Policy Advisor, Miami Dade Aviation Department – South Florida Aviation Market / Industry
   
  The Technology & Innovation Session
09:45 – 10:10AM Mr. Roi Carthy, Chief Marketing Officer, The Singulariteam Technology Group – Introducing: Saga
10:10 – 10:20AM Mr. Igor Shoifot, Founding Partner, TMT Crypto Fund – Next gen economy of blockchain
10:20 – 10:30AM Mr. Steve McKnight, VP Business Development & Co-Founder, Lavit – Lavit: Life Unbottled 
10:30 – 10:40AM Mr. Jonathan Manzi, Co-Founder & CEO, Ink – Cryptocurrency and Blockchain tech: It’s Been Validated; What’s Next?
   
  The Medical Cannabis Session
10:40 – 10:50AM Mr. Dooma Wendschuh, CEO & Co-Founder, Province Brands – The Cannabis Beverage Industry and the Challenges of Brewing Beer from Cannabis 
10:50 – 11:00AM Mr. Joseph Lambert, Director, CannAvolve – A Cannabis Merchant Bank providing business solutions to profits and exit strategies; going public with a portfolio of profitable cannabis companies
  The Investment Session
11:00 – 11:10AM Mr. Keith Singer, President,  Insured Returns LLC & Singer Wealth Management – Modified Endowment Contracts as an Asset Class
   
11:10 – 11:20AM Mr. Craig BakerFounder & CEO, Cigar Break Asset Management – Achieving Double Digit Returns using private credit strategies, without leverage
   
11:20 – 11:50AM Refreshment Break
   
11:50 – 12:20PM The Tax Planning Panel
  Moderator: Mr. Marty Cass, South East Region Private Client Services Practice Leader, BDO LLP USA
  With: Ms. Lori Myers, Office Managing Principal, Tax, BDO LLP USA, Ms. Madeline Elias, Office Managing Partner, Tax Services, BDO LLP USA, Mr. Kevin Anderson, National Tax Partner, BDO LLP USA
  This panel will discuss creative thoughts and planning ideas for ultra-high net worth families. discuss creative thoughts and planning ideas for ultra-high net worth families.
12:20 – 12:30PM Mr. Cody Simms, Partner, Techstars Ventures – Global Startup Seed investing at Scale
   
12:30 – 12:40PM Ms. Wendy Federman, CEO & Producer, Foolish Mortals Productions – Why Invest in Broadway Now
   
12:40 – 1:10PM The Direct Investing Panel 
  Moderator: Mr. Ira J. Perlmuter, Managing Director, Triple Five Group
  With: Mr. Robert G. BlabeyCo-Founder, Align Private CapitalMr. David W. McCombie, Founder & CEO, McCombie Group LLC, Mr. Euclid Walker, Managing Partner, Parkway Investment Management LLC
  Recent studies indicate that direct investing is one of the fasting growing areas of investing for family offices. This panel brings together leading direct investment experts deploying capital on behalf of family offices who are contributing authors to Dr. Rosplock’s newest book, The Complete Direct Investing Handbook (Bloomberg, 2017). The panel will discuss trends in sourcing and vetting deals, structuring and terms, co-investing and deal clubs and best practices when deploying capital into directs.
   
1:10 – 1:40PM Private Equity and Impact Investing – Families who invest with Passion and Purpose
  Moderator: Ms. Candice Beaumont, Chief Investment Officer, L Investments
  With: Ms. Sandra Familiet, Director, Chauncey F. Lufkin III Foundation, Mr. Aneel Ranadive, Managing Partner Soma Capital, and Sacramento Kings Ownership (SFO), Mr. Sandro Salsano, Chairman & President, Salsano Group, Chairman, Salsano Family Office, Mr. Nikos Assanis, CEO, Assanis Group 
   
1:40 – 2:40PM Lunch Break 
   
2:40 – 3:10PM The LATAM Panel
  Moderator: Mr. Rolando Gadala-Maria, Founder & CEO of Visage Capital Group, Investor and YPO Latin America Past Chairman and board member for Latin America
  With: Ms. Ines Temple, President, LHH-DBM Peru and Chile, Mr. Cesar CastroFounder & Managing Partner, EscalateGroup LLC, Mr. Eduardo Arboleda Staton, President, The EVR Group
   
3:10 – 3:25PM Keynote Presentation: Mr. Dan Gelber, Mayor, Miami Beach – My little Brother: A Mentoring J ourney of Peril and Promise
   
3:25 – 3:50PM Women in Private Equity and Venture Capital
  With: Ms. Desiree Patno, CEO & President, NAWRB and Ms. Sarah Cone, Founder & CEO, Social Impact Capital
  A leading female venture capitalist who started her own investment firm will share experiences and lessons learned on investing and building successful women-led companies. How do women’s leadership styles and insights meaningfully differ? Moderated by a Top Real Estate Influencer and Women’s Diversity Leader in the Housing Ecosystem, this panel will explore the powerful potential of investing in women.
   
3:50 – 4:10PM Refreshment Break
4:10 – 4:30PM Fireside Chat with the Wascher Family on ESG Investing 
  Moderator: Mr. Joshua Levin, Co-Founder, OpenInvest
  With: Ms. Anna-Marie Wascher, CEO, Flat World Partners
  “ESG” or Socially Responsible Investing is growing over $1 Trillion US per year and now represents 1-in-5 professionally managed U.S. dollars. The ESG toolkit is also rapidly evolving – e.g. investors are now able to deeply tailor to their values, at low cost, without having to sacrifice returns; improve their tax profile; and participate in shareholder activism. In this coffee chat, the next generation of an eminent family office, and one of their advisors, will discuss how they’ve taken advantage of these tools to help both invest with Jewish values and modernize their strategy.
   
4:30 – 4:50PM Sean, Lauren and David Carpenter, Carpenter Fine Violins & Collectibles – The Collectibles Market – Investing in the Past for the Future
4:50 – 5:20PM The Next Generation Panel: Would Your Kids Parent the Way You Did? 
Moderator: Mr. David Teten, Managing Partner, HOF Capital
With: Mr. Yoni Gutman, Partner, The Gutman Group, Mr. Ordan Trabelsi, CEO & President, SuperCom Americas, Mr. Adam ShapiroFounder & CEO, The 22Hundred Group
   
5:30 – 7:00PM  Cocktail Reception sponsored by BDO at the W South Beach Hotel

 

 

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Mr. Jonathan Manzi

Manzi made his first million when he was sixteen. Since then, Manzi helped start multiple successful businesses in divergent industries. Recently, Manzi dropped out of Stanford University to cofound and serve as CEO of Ink. Manzi is considered a global expert in the field of blockchain technology, and was selected to attend the G20 Summit, the St. Petersburg International Economic Forum, and the Ambrosetti Forum. While a student at Stanford University, Manzi presided as the Chair of Entrepreneurship and co-founded a global non-profit catalyzing youth entrepreneurship.

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Mr. Adam Shapiro

Adam Shapiro is the founder and CEO of the 22Hundred Group, a single family office based in Boca Raton, FL. Mr. Shapiro is responsible for leading the firm’s efforts in identifying investment opportunities and working with portfolio companies on business strategy. Mr. Shapiro is also Head of Business Development for the family business, Victory Wholesale Group, which was founded 40 years ago by his father-in-law. Victory is a distributor of dry good grocery, health & beauty care, and general merchandise items which it sells to national grocery, drug, and big box retailers. The 22Hundred Group leverages Victory’s retail relationships, warehouse capacity, and freight capability in order to be a value-added partner to consumer product, retail service, and logistics companies. Prior to starting the 22Hundred Group, Mr. Shapiro worked in fixed income trading at Weeden & Co., the Royal Bank of Scotland (RBS), and Greenwich Capital, which was subsequently acquired by RBS. Mr. Shapiro is a graduate of the University of Rochester.

 

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Mr. Ordan Trabelsi

Mr. Ordan Trabelsi is CEO and President in the Americas for SuperCom (NASDAQ:SPCB), a publicly traded biometric identification and cyber security company controlled by the Trabelsi family. He has extensive experience in entrepreneurship, Mergers & Acquisitions and investments in various technology sectors including security, big data, mobile and internet. Since 2006, he has served as Partner of Sigma Wave, a technology focused Trabelsi family investment vehicle, through which he implemented strategic investments and growth strategies such as developing SuperCom’s revenues in the Americas from scratch to over $15 million annually within a few years.

Prior to Sigma Wave from age 21, Mr. Trabelsi was co-founder and CEO of Klikot.com, which was the largest Israeli social network with millions of users across 4 continents. Mr. Trabelsi holds an MBA from Columbia University Business School on the Dean’s list, and a BSc in Computer Engineering from The Technion: Israel Institute of Technology, where he maintained Summa Cum Laude and Cum Laude, and graduated at age 19.

 

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Mr. Yoni Gutman

Yoni has been living in Miami for the past 2 years, handeling some of his family office’s businesses and investments, in Pharmaceuticals, Real Estate and Israeli Technology. He holds an MBA degree from University of Cambridge.

Yoni grew up in Israel, and after completing a 3-year military service, he followed his passion for the arts, earning his bachelor’s degree in Film from Tel Aviv University. While an undergraduate, he participated in a number of productions, including as assistant director in “You Don’t Mess with the Zohan”.

Before coming to Miami, Yoni served as VP for Business Development in one of his family’s Pharmaceutical companies in Israel, developing business with partners and customers in Israel, Europe, U.S., Canada and Brazil.

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Mr. David Teten

David Teten (teten.com) is a Managing Partner with HOF Capital, an international venture capital fund.  He has particular interest in fintech, technology-enabled services, analytics, artificial intelligence, sales/recruiting technology, SaaS, and international startups.  He was previously a Partner for 6 years with ff Venture Capital, one of the best-performing seed- and early-stage venture capital firms in the U.S.  He served or serves on the boards of Authorea, Ionic Security, Signup.com, Earnest Research, and Whisk (sold to Deem).  David has advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners ($1.4b fund), Birch Hill Equity Partners (C$2B fund), and other institutional investors.  He is also Founder and Chairman Emeritus of Harvard Business School Alumni Angels of Greater New York, the largest angel network on the East Coast.

David was formerly Founder of Navon Partners, a software startup which identified private companies for investment by collecting non-standard data sources.  He was previously a Managing Director with Evalueserve, a 2,500-person global research and analytics company; Founder and CEO of Circle of Experts, an investment research firm acquired by Evalueserve; and ran an IT consulting practice.

David has led or co-led studies on innovation in the investing industry; private equity and venture capital deal origination; and how VCs create portfolio company value.  He holds a Harvard MBA (Second Year Honors) and a Yale BA (Distinction in the major).

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Mr. Steve McKnight

Mr. McKnight previously served at Stonehenge Growth Capital, a New York based venture capital firm where he originated proprietary deal‐flow, evaluated investment opportunities, and managed existing portfolio companies. In addition, Mr. McKnight helped raise capital from a network of institutional limited partners. Previously, he served at Jade Capital working on growth equity transactions of over $20 million as well as leading the effort to construct a Qualified Foreign Institutional Investor or “QFII” application to the Chinese Securities Regulatory Commission. Mr. McKnight earned a Bachelor’s Degree from Colgate University.

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Mr. Ira J. Perlmuter

Ira founded T5 Equity Partners, LLC as the direct, private equity investing affiliate of a family office.  He has completed ten acquisitions including several manufacturing companies, military parts businesses, oil and gas companies, and a community bank.  Ira serves as Chairman of five of the companies and as Chairman of the Credit and supra-Board Compliance Committees of the bank.  He focuses on oversight of company operations, new business development, acquisitions and joint ventures with other family offices and companies.  His most recent joint venture is with BYD, the $17 billion Chinese battery and electric vehicle manufacturer, to make a fully electric refuse truck.  Ira is also a Founder of the Cleantech Family Office Syndicate, and has developed a program with the U.S. Department of Commerce, Minority Business Development Agency.

Ira has completed over $17 billion of restructuring, turnaround and bankruptcy/distressed M&A transactions in over 50 industries, as a banker, investment banker and principal.  His own financial advisory firm, Cove Capital Advisors, Inc., completed over $5.5 billion of assignments. Among the more notable engagements were appointment as Trustee of the $700 million, Daewoo International (America) Corporation bankruptcy trust and serving as exclusive financial advisor to JP Morgan Chase on two, multi-billion dollar bankruptcies.

Article:   http://www.famcap.com/articles/2017/3/15/are-these-people-the-top-investment-gurus-of-family-offices

 

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Mr. Nikos Assanis

Nikos Assanis is the President of Assanis Group, a sophisticated family office focused on direct investments and co-investments in sectors of high familiarity. With international holdings spanning the energy, real estate, transportation, defense, and the venture capital/ private equity industries, the Group creates value by fostering mutual business benefit and synergy across industries. The Group’s bespoke approach to opportunities is led by the desire for long-term partnerships and the executive vision set by the leadership team for a transformative and sustainable future.  Assanis is engaged in global impact and philanthropic works and is advancing clean water initiatives seeking to revolutionize the world’s water problems.  He is also involved in multiple leadership roles and organizations, including the Milken Institute. Assanis is a graduate of the University of Michigan, Stanford University, and the University of Chicago.

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Mr. Roi Carthy

A 17-year marketing executive and VC manager, Roi specializes in product and communications strategy. In 2015 he was recognized by The Drum as CMO of the year for his work on promoting consumer choice in online advertising. Previously, he was Managing Partner at Initial Capital, an early stage investment firm that focused on Israel and Brazil.

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