The 2016 Florida Family Office & Wealth Management Conference

The Florida Wealth Management & Family Office Conference 2016 and Luxury Events Week

Join over 150 of the top high net worth individuals and family office executives in a unique setting brought to you by the producers of the East Coast Family Office conference. Enjoy our first tier conference alongside a series of luxury Art and Lifestyle events throughout the Art Basel week. We at DC Finance always provide our guests with a different kind of wealth management experience. We deliver first tier content, top notch, geographically varied and some of the speakers you never heard before, with the opportunity for family members to meet new peers that one won’t meet anywhere else. This year’s keynote speakers are Mr. Romero Britto, International Artist, Mr. Tomas Pedro Regalado, Mayor of Miami, Mr. Chaim Katzman, Founder & CEO of Gazit Globe and Mr. Bob Diener, Founder of Hotels.com and Getaroom.com. A Week of Wealth Management, Art and Lifestyle In the heart of one of the world’s most important art happenings,  DC Finance will host its sixth highly praised US wealth management conference at the W South Beach Hotel, a day before the opening of Art Basel and followed by a week of luxury events dedicated to our guests. It’s not the content, attendees and the variety of speakers that make this event one of the more unique events in this field. This is the only art related wealth management event in the world that mixes art and pleasure together with wealth management and family business related topics throughout an entire week that includes special lectures by some of the top names in the art world, yacht parties and special cocktail nights – all week long. Following the conference our guests will enjoy a series of luxury, art and lifestyle  events throughout the Art Basel week including a grand yacht party, a healthy beach brunch, and a variety of satellite events including cocktail parties and VIP previews of leading art exhibitions: Nov 29th 

Agenda:

Nov. 29th,2016 Agenda:

08:00-09:00 AM Registration and Refreshments
09:00-09:05 AM Conference Chair: Mr. Howard Cooper, Cooper Family Office
09:05-09:10 AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
09:10-09:30 AM Keynote Speaker: Mr. Tomas Pedro Regalado, Mayor of Miami
09:30-10:10 AM The High Tech & Innovation Panel – The World of Virtual Reality
This year’s innovation session will focus on the fascinating revival of the Virtual and Augmented Reality worlds. Is the current revival different? Is it here to last? Does the current state of the VR industry provide a great investment opportunity? This year’s panel will analyze the risks and opportunities in one of the hottest and fascinating sectors in the high tech space today – the use of virtual reality technology in medicine.
Moderator: Mr. Matthew Kibble, Founder & CEO, Australy International
Mr. Ed Lantz, President & CTO, Vortex Immersion Media, Mr. Nick Raynes, Producer, Director and Businessman, Mr. Hoyt David Morgan, Director of Development, AOL, Dr. Omar Ahmad, Director of Innovative Engineering, Kata Institute, John Hopkins School of Medicine
10:10-10:30 AM Fire chat with Mr. Bob Diener, Founder of Hotels.com and Getaroom.com with Ms. Steffania Claiden, Publisher at UltraInvestor
10:30-10:40 AM Mr. Ofir Paz, CEO, Cellbuddy
VOCO revolutionizes finding and closing deals for gig and extra work seekers (57M people in the US).
10:40-11:10 AM Refreshment Break
11:10-11:40 AM The Real Estate Session – Fire chats with The Real Estate Leaders
With Mr. Ezra Katz, Executive Office and Founder, Aztec Group and Mr. Chaim Katzman, Founder & CEO, Gazit Globe with Ms. Wendy Craft, Chief Operating Officer, Favara Family Office
11:40-12:20 PM The Impact Investment Session
Families who Prosper with Purpose Family offices and next gen family members are increasingly focused on generating social and environmental impact alongside a financial return. The panel will explore ways that families are investing for a positive impact while achieving alpha and not compromising return profiles.
Moderator: Ms. Candice Beaumont, Managing Director and CIO, L Investments
With: Mr. Jason L. Ma. Founder, CEO & Chief Mentor, ThreeEQ, Mr. Sandro Salsano, President, Salsano Group, Ms. Dee Dee Ricks, Founder, MAM, LLC, Ms. Kimberly Agnew, Founder, Board Member, Agnew Family Foundation
The Arts Session
12:20-12:50 PM Fire Chat with one the World’s Most Successful Artists – Mr. Romero Britto with Mr. Chris Schembra, Founder & Curator, The 747 Club
12:50-1:50 PM Lunch Break
1:50-:15 PM Arts Chat with Mr. Michael Fitzpatrick, Founder, Millenia Music, Mr. Chris Schembra, Founder and Curator, the 747 Club, Mr. Gareb Shamus, Artist
Two Global leaders in artistic performance coming together to share thoughts on the importance of compassion and empathy in our world
2:15-2:50 PM The Single Family Office Panel – Co-Investments, Finding the Next Great Deal and Avoiding Pitfalls
Direct investing – early stage vs. investing in mature companies, active control positions vs. minority stakes, red flags and important issues to review during due diligence.
Moderator: Mr. Howard Cooper (SFO)
With: Mr. Michael Rutner, Private Investor & Board Member, ETA Investments LLC, Prof. Michael Sury, CEO, Indorus Holdings (SFO), Mr. John Bennardo, President & CEO, Favara LLC
2:50-3:20 PM The Next Generation Panel – Challenges, Succession and New Mindset
The Next Gen Panel highlights perspectives from leading Millennials as they share their views, experiences, and perspective on inheritance, wealth transfer, investing, devising a career path, leadership development and integrating wealth with their own aspirations. From sharing their views on topics such as impact investing to social media, Millennials will reveal how their experiences with privilege, succession, family dynamics and wealth transfer have impacted their lives.
Moderator: Ms. Kirby Rosplock, Founder, Tamarind Partners (SFO)
With: Ms. Kate Roberts, Co-Founder, the Maverick Collective,  Ms. Daniella Urrea
3:20-3:50 PM Refreshment Break
3:50-4:30 PM The Homeland and Cyber Security Panel – New Dangerous World & The Technologies Of the Future
What potential dark clouds are on the horizon that we should be aware of ? what do our experts think about the fate of the European Union? What will happen to world markets if Italy decides to leave on Dec 4?
Moderator: Ms. Jen Bawden, CEO, Bawden Capital (SFO)
With: Mr. Jonathan Conrad, CEO, Founder and Chairman, AdmieMobile, Mr. Christopher Gerritz, Co-Founder, Infocyte

8am – 6pm – The Florida Family Office Conference, The W, Miami Beach

6pm – 8pm – Building Legacy Opening Night Preview, Design Miami

6pm – 8pm – VIP Cocktail at Untitled Art

6pm – 8pm – VIP & Press Preview – Scope Miami

Nov. 30th

09:30am-11:15am – DC Finance’s Healthy Brunch at Manna Life Food

10am-12pm – VIP Preview, Design Miami

 

6pm – 10pm – Red Dot Miami ‘s Opening Night Preview Party   Dec. 1st 10am – 1pm – VIP Private Preview Brunch at Pulse Miami 5pm to 7pm – VIP lounge and Young Collectors Cocktails at Pulse Miami  Dec. 2nd Cocktail Party at Red Dot Miami

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Dr. Omar Ahmad

Omar Ahmad, Ph.D. is the Director of Innovative Engineering in the Department of Neurology at the Johns Hopkins School of Medicine and also the Director and Chief Creative Engineer of the Kata design group in the Department of Neurology. He is responsible for Kata’s creative output and all Kata personnel. His strategic vision focuses on four fundamental aspects:

1.      Fostering the best entertainment content possible through artistic/emotional mastery, scientific research, and creative technological innovation
2.      Creating visceral user experiences based upon neuroscience and physics based animations for engendering movements beneficial for motor recovery and brain repair
3.      Overall vision for all Kata products, bridging the gap between academia and commercial-quality engineering
4.      Applying the creative output of Kata to medical therapeutics on the clinical floor and iterating through design with physicians and clinical staff

Dr. Ahmad is the inventor of a number of physics-based real-time technologies and algorithms to create visceral user experiences that engender specific movements for greater brain plasticity after brain injury. He is responsible for maintaining tangible product output for KATA, so that it exceeds, in quality and innovation, what would be expected from academic or commercial production in isolation.

He received his BS, MSE, and PhD degrees in Computer Science, from the Johns Hopkins University, GWC Whiting School of Engineering.

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Mr. David Hoyt Morgan

Hoyt David Morgan is an experienced entrepreneur with a successful track record of building meaningful businesses. Hoyt’s philosophy and skills focus on acquiring and providing exceptional value for customers, building and nurturing great teams, developing smart strategy and executing across the board. Hoyt’s companies have been acquired by AOL, Microsoft, Ole and private equity firms providing strong returns for founders, employees and investors.

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Mr. Ofir Paz

Investor, angel investor, serial entrepreneur, enjoys developing and commercializing disruptive, global scale, technologies for better life to people and businesses.
Ofir Paz is the CEO of Cell Buddy and the chairman of Market Windows and the former CEO of InspireMD, a US publicly traded medical company he founded in 2005.
Paz also served as the CEO of Peach Networks, a company he founded and was acquired by Microsoft.
Mr. Paz received a B.Sc. in Electrical Engineering, graduating cum laude, and a M.Sc. from Tel Aviv University.
Specialties: Mobile technologies, Internet, angel investing, medical devices, mobile phones & systems, algorithmic trading, patents, computer science and Internet networks.

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Mr. John Bennardo

Mr. Bennardo is the CEO and founder of Favara, LLC, the family office that serves several generations of the Bennardo Family.

John is the grandson of immigrants that were very proud to be Americans and gave their children and grandchildren a sense of purpose as well as the urge to build and grow as they continue to look towards the future.

Having graduated with a BS in Business Management and Policy from the Harriman School of Business at Stony Brook, John embarked upon a decade long career in finance with Paine Webber (now UBS).

While working in the financial markets, John met and married his wife Michele,  a second generation family member,  who would go on to run her families’ operating company that primarily focuses on construction in the NYC metro area (started by her father in the 1980’s). John was intrigued and left Paine Webber to work alongside her.  There he spent several years working with both generations of the family and learning the business and what it meant to run a family enterprise.

After several years, and armed with a strong entrepreneurial spirit, John left and started the first of several companies he would come to own.  Legacy Builders is a General Contracting, Construction Management, and Development Company licensed in several states.  It was to become the first of several companies owned by the family.

Today the day to day operations of Legacy Builders is run by John’s nephews as he continues exploring new opportunities in the ever changing market of both investment and acquisition.

John is passionate about next generation and millennial issues as well as charity and spends a great deal of time and energy on those topics.

 

 

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Mr. Chaim Katzman

Chaim Katzman is the founder, controlling shareholder and Chairman of Gazit-Globe Ltd, a leading international real estate company listed on the Tel Aviv Stock Exchange (TASE:GZT), the New York Stock Exchange (NYSE: GZT) and the Toronto Stock Exchange (TSX: GZT).  As Chairman, Mr. Katzman leads global operations, manages affiliate and subsidiary activities and oversees more than $US19 billion in assets in over 20 countries.   

Mr. Katzman is also the founder, controlling shareholder and Chairman of Norstar Holdings (formerly Gazit Inc.), the parent company of Gazit-Globe, the Chairman of Equity One, Inc. (NYSE: EQY), a leading shopping center developer and owner focused on urban communities, U.S. Real Estate Investment Trust (REIT) he founded in 1992. He served as EQY Chairman & CEO from 1992 to 2006. Mr. Katzman also serves on the Board of First Capital Realty Inc. (TSX: FCR), Canada’s leading owner, developer and operator of supermarket- and pharmacy-anchored shopping centers. He served as FCR Chairman from 2000 to 2015. In 2008, following an investment by the Gazit Group, Mr. Katzman was appointed as Chairman of Atrium European Real Estate (VSX/Euronext Amsterdam: ATR), a leading real estate company that owns, operates and develops shopping centers in Central and Eastern Europe. In 2010, Mr. Katzman was appointed Chairman of Citycon Oyj (OMX: CTY), an owner, developer and operator of shopping centers in the Nordic and Baltic and the market leader in the Nordic shopping center sector. 

A pioneer of the retail investment and development industry, Mr. Katzman is a member of the International Council of Shopping Centers (ICSC), the National Association of Real Estate Investment Trusts (NAREIT), the Real Estate Roundtable and the Association of Foreign Investors in Real Estate (AFIRE), and a trustee of the Urban Land Institute (ULI).

He received an LL.B. from Tel Aviv University Law School and serves as a trustee on the Board of Governors at Tel-Aviv University.

Mr. Katzman was the recipient and winner of the Ernst & Young Entrepreneur Of The Year® 2010 Award in the Real Estate and Construction Services Category in Florida.

Mr. Katzman is a well-known civic leader, philanthropist and supporter of numerous organizations. In 2011, he founded the Gazit-Globe Real Estate Institute at Israel’s Interdisciplinary Center (IDC) Herzliya, a novel academic and research program focused on innovation and entrepreneurship in the real estate sector that will eventually offer a master’s degree in real estate with concentrations in housing, land use and real estate financing. 

 

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Mr. Romero Britto

Brazilian-born and Miami-made, Romero Britto is an international artist that uses vibrant, bold and colorful patterns to reflect his optimistic view of the world around him. Britto has created a visual language of hope and happiness all its own that is relatable to all, inspiring millions. Self-taught at an early age, Britto painted on scraps of paper or cardboard or any medium he could find before coming into his own and traveling to Paris where he was introduced to the works of Matisse and Picasso. His appreciation of these masters influenced him to create an iconic style that The New York Times described, “exudes warmth, optimism and love”.

Britto’s work has been exhibited in galleries and museums in over 100 countries, including the Salon de la Societe Nationale des Beaux Arts exhibition at the Carrousel du Louvre in 2008 and 2010. In 2013, Maria Elena and Carlos Slim Domit invited Romero to be the first living artist to exhibit at Museo Soumaya. He has created public art installations for the 02 Dome in Berlin, New York’s John F. Kennedy Airport, Cirque Du Soleil at Super Bowl XLI, and has been credited with the largest monumental sculpture in London’s Hyde Park history.  Britto served as an official artist for the 2010 World Cup, Ambassador to the 2014 FIFA World Cup Brazil and was recently invited to be an honorary torch bearer for the Rio 2016 Olympic Games. Britto’s pop sensibility has since leant itself to many collaborations with international brands such as Audi, Bentley, Coca-Cola, Walt Disney, Evian, Hublot, and Mattel to name a few.

Romero is an activist for charitable organizations worldwide and most of all an artist who believes “art is too important not to share.” Britto has donated time, art, and resources to more than 250 charitable organizations. Not a silent activist, Britto was a selected speaker for the arts at the World Economic Forum in Switzerland. In addition, Romero Britto is proudly an Inaugural Founding Benefactor of the Harvard International Negotiation Program. He holds a seat on several boards such as Best Buddies International, and St. Jude’s Children’s Research Hospital, and was recently appointed to the board of HRH The Prince of Wales charity, The Prince’s Trust.  A believer in the role of an artist as an agent of positive change, Romero Britto is committed to developing and supporting the role art will continue to play in world issues.

 

 

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Mayor Tomas Pedro Regalado

Tomas Regalado was born in Havana, Cuba, on May 24, 1947. He was the first son of Carmen, a house wife, and Tomas, an outstanding attorney and journalist that became the President of the National Association of Reporters and Journalists of Cuba. Tomas Sr. was also a political Prisoner in the island for 22 years due to his struggle for the freedom and democracy of Cuba.
At the age of 14, Tomas Regalado and his younger brother, Marcos, traveled to the U.S. under the Catholic Church program known as “Peter Pan”. Marcos and Carmen sent the boys to America with the hope of having them live in freedom.
The father’s vocation for journalism was quickly reborn in Tomas. At 17, Tomas obtained an internship at the Miami radio station “WFAB” and, shortly after, he became the youngest reporter of the station. His professional training was real quick. In 1970, Tomas Regalado had become an international news reporter. His first assignments were in Africa, at the time immersed in wars sprung from the confrontation between the Soviet Union and the U.S. Tomas reported the Angolan war, the bloody revolts in Soweto, South Africa, and the violent civil war in Mozambique.
In the 1980’s Tomas reported the guerrilla warfare in El Salvador and Nicaragua, where many reporters were also casualties.
His professional jump to the top came in 1983 when he became the first Cuban American journalist to integrate the White House Press Corp. Mr. Regalado traveled with Presidents Ronald Reagan, George H. W. Bush and Bill Clinton for several years, in addition to the daily coverage of the White House news.
Tomas Regalado has been a multi task journalist. Besides writing article on newspapers, he was TV anchor for Channels 23 and 20 of Miami, and news director for the “Spanish Broadcasting System.”
His social concerns pushed him to jump into the political arena. In September, 1996 he was elected Commissioner of the City of Miami. For his brilliant performance was reelected in 1999, 2003 and 2007, the latest one without opposition. In November 2009, Tomas Regalado was elected Mayor of the City of Miami.
Tomas has three sons: Tomas Jr., Raquel and Jose, and four grandchildren. After thirty seven years of marriage his wife passaway in 2008. He is currently married to Mrs. Ana Cristina Regalado.

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Mr. Bob Diener

Bob Diener is the co-founder of the company that became hotels.com and the president and co-founder of getaroom.com, which was named the best hotel booking site by frommers.com. After receiving his law degree from Cornell, where he was an editor of the Law Review, Bob practiced securities and corporate law with the law firm of Gibson, Dunn & Crutcher. Along with his partner, David Litman, he created the merchant model for booking hotel rooms and launched one of the first travel sites on the web. They sold a majority interest in the company to Interactive Corp. and took the company public as CEO and president in early 2000. Their stock price soared from $16 to over $90 in one of the most successful IPOs ever.

As a leading travel industry expert, Bob is a frequent source for many major news organizations, as well as a recurrent guest on many television and radio stations including NBC, CNN, and Fox News. Bob is featured on KGO Radio in San Francisco every Sunday morning, and his articles have been published in journals such as the Harvard Business Review.

Bob has taught business practice at the Cornell Law School and has been a scholar in residence at the University of Florida Entrepreneurship program. He was recently named the Alumni Entrepreneur of the Year by the University of Florida. Bob is the author of The Savvy Traveler 175 Ways to Save and  Biblical Secrets to Business Success. Bob lives with his family in Miami, where he is an avid triathlete.

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Mr. Ezra Katz

Ezra Katz is the Chief Executive Officer and founder of Aztec Group, Inc., a full-service real estate investment banking firm specializing in facilitating the acquisition, disposition, financing and capital needs of real estate projects for domestic and offshore investors, entrepreneurs and commercial developers as well as offshore clients. Aztec has long been recognized as the premier real estate capital markets intermediary in the Southeast, with over $20 billion in transactions during the past 25 years.
Ezra also founded Mayan Properties, LLC over 20 years ago to serve as a Merchant Bank for Ezra’s principal transactions to grow his personal investment portfolio. Mayan’s portfolio consists of over 30 hotels, over 8 million square feet of office buildings, significant land holdings and a variety of other properties throughout the Southeastern USA owned by over 60 partnerships.

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