8:00: Registration
Registration, Breakfast, Networking and one-on-one meetings.
8:45 Welcome
Chairman welcome and opening remarks
8:50 Urgent Action for Long-Term Success
- How family offices can navigate the still existing crisis and its aftermath. Key factors to minimise your losses and get back on track for long-term prosperity.
- Cutting your losses: which investments, regions and sectors to put on pause right now.
- Emerging opportunities: how to make the most of new information for some new and
unexpected investments. - Recalibrating for the future: plotting a return to your ultimate goals, despite this sudden
detour. - Playing a new role: how family offices can work together for the benefit of all, protecting
people from the fall-out of this difficult time.
Moderator: Skip Coomber, Ralph Skip Coomber Family Office, CEO and Business Attorney
Ronen Schwartzman, MBA Cooper Family Office
Pierre duPont, Private Investor, Semi-Retired Entrepreneur, Mentor To Family-Business Owners, Advisor For Businesses Large & Small
Stacy (Kaeser) Derby, Family Biographer at Bind These Words, LLC
9:30 Digital Assets / Cryptocurrency
- Comparing the main players in the crypto market
- How covid has accelerated the rise of digital currencies
- How to prepare your business for a digital currency model
Moderator: Skip Coomber, Ralph Skip Coomber Family Office, CEO and Business Attorney
Zach Resnick, Unbounded Capital
Madhu Avalur, Angaros Group
9:50 Real Estate in a Post-Covid World
- The changing landscape of real estate in a post-covid world
- US hotspots for real estate investment
- How city centre real estate opportunities in the US will change over the next 5-10 years
Brian DeLucia, Arrivato LLC
Mohammad Al Duaij, Alea Global Group
10:10 Networking Break
Morning networking coffee break.
10:40 “Single Family Rentals: Growth, Challenges, and Opportunity”
An interview with Gillian Sutton Cho, The Amherst Group.
11:10 New business practises for a new decade
- How will family offices develop their working behaviours in the coming years?
- Technology trends that will change the business world.
- Individual vs professional – where do we draw the line in 2021?
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student
Samira Salman, Heathside Ventures
Ziad K. Abdelnour, Blackhawk Partners
Dr. Alexandra C. Cook, CPA, CGMA, CFF, FAIA Principal Sunburst Ventures Florida, LLC
Kemal Farid, Investor, Founder, Partner, L37 Ventures
12:00 Roundtable Discussions
Roundtable One: “Algorithms Do Not A Company Make: Investing Wisely in Data Science Ventures.”
Hosted by SpringTide
Roundtable Two: “Demystifying Collateralized Loan Obligations (CLOs): Today’s Allocation for Yield and Stability.”
Hosted by Barrow Hanley Global Investors
Roundtable Three: “The VC Opportunity In Latin America”
Hosted by Jaguar Ventures
Roundtable Four: “White Star Capital”
Hosted by White Star Capital
13:00: Networking Lunch
Lunch hosted by The Aster Village
13:55 Interview with Caryl Stern “Walton Family Foundation: A Family-Led Approach to Philanthropy”
14:10: Put your own mask on first: making nations self-sufficient for the greater good
- Identifying the gaps in national self-sufficiency.
- How family offices can help their own regions to manage a crisis.
- Back to basics with investment in agriculture, energy and health.
- What we can learn from the countries who manage isolation well.
Moderator: Leah Zveglich, Aster Impact
David Hamilton Nichols, Speaker, Author, Investor, Producer
Scott Amyx, Astor Perkins
Mitzi Perdue, 2nd Gen, the Sheraton Hotel Chain Family and Perdue Chicken; Business Woman, Author
14:50 Healthcare – an investment opportunity
- Emerging trends in global healthcare, and their impact on USA.
- New medical technology and how it will transform our healthcare services.
- The merging of sectors, as healthcare looks to other industries to solve problems.
- Public and private healthcare across the region and the differing needs of both.
Moderator: Leah Zveglich, Aster Impact
Kevin J. Schimelfenig, The McGeever Family Office
Salil Patel, Virtuosity
Omar Al-Busaidi, Ataraxia VC
15:10 The new international investment landscape
- How has global and cross-border investing fundamentally changed in the last 18 months?
- Making the new rules work for you and your business.
- The most responsible investments to be making right now.
- Investing at home versus abroad, which is the best thing to do?
Moderator: Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, Visionary, Philanthropist, & Perpetual Student
Jonathan S. Blue, Blue Equity
Brynne Kennedy, Archibald Ventures
Candice Beaumont, L Investments
16:00 Cocktail Reception hosted by Aster COOP
A Cocktail reception with the chance to network in an informal setting and discuss the event.
17:00 Closing remarks for the event
Closing remarks for the event.