8:30: Registration
Registration, Breakfast and Networking.
09:30 Welcome
Opening remarks
09:35 True stories of success through covid times
- Family offices who not only survived but thrived throughout the pandemic
- Lessons we can all learn for any future difficult times
- What makes a family office truly sustainable in a crisis? Build resilience now
Moderator:
Stephen Lile, Managing Partner, Oxbridge Ventures, UK
Panelists:
Stacy Derby, Family Biographer at Bind These Words, LLC, USA
Pete Martinez, Chairman, RaiseLink, Chairman & CEO, SIVOTEC, USA
10:00 What’s coming up on the private equity horizon?
- Private equity investment opportunities to look out for in 2023
- Sectors that will be particularly fruitful in the long term and how to get started
- Not just a numbers game: building relationships as well as business through successful private equity investment
Moderator:
Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, USA
Panelist:
Samira Salman, Founder & CEO, Salman Solutions, USA
Richard J. Betor, CEO, Betor Family Office, USA
10:35 The Latest in Digital Assets
- Expert insight into trends and forecasts for cryptocurrency in 2023
- In light of new scandals, how can we ensure trust and transparency in crypto?
- A look at government-approved digital currency plans around the world
Moderator:
Stephen Lile, Managing Partner, Oxbridge Ventures, UK
Panelist:
Zach Resnick, Unbounded Capital, USA
Todd Stevens, Head of Capital Markets, Inveniam, USA
11:00 Real estate investment in the US and beyond
- What factors will affect the market for real estate in the US in 2023
- The locations and real estate options to bet on around the US
- Predicted overseas market opportunities for real estate investment
Moderator:
Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, USA
Panelists:
Peter Habib, Co-Founder, MPI Family Office, USA
Chris Martin, Chairman, GlenMartin, USA
Dr. Alexandra C. Cook CPA, CGMA, CFF, FAIA Principal Sunburst Ventures Florida, LLC, USA
Richard J. Betor, CEO, Betor Family Office, USA
11:30 Presentation: Unique PropTech Trends
Presented by Alex Leybov, CEO, CREED, USA.
12:00 Roundtable Discussions
With peer learning and interaction in mind, these 60-minute breakout sessions are designed to promote the sharing of experiences and brainstorming of ideas in facilitated and balanced discussions.
Roundtable One: “Metaverse and Industry 4.0. What are they and where to invest?” Hosted by Oxbridge Ventures.
Roundtable Two: “What Mental Health issues can we expect to deal with in wake of the pandemic” Hosted by Panoba.
13:00 Networking Lunch
A chance to meet and discuss the morning’s sessions over lunch.
13:45 Home or away? The eternal family office question
- Why some family offices prefer investing in their home region, and some prefer abroad
- The pros and cons of each, from a financial, ethical and legacy perspective
- How to work out which is the best fit for your family office, and how to start afresh
Moderator:
Wm. Travis Crocker, CEO, Serial Entrepreneur, Investor, USA
Panelist:
Jan-Christoph Homann, Managing Director, SAM Capital Partners, Europe
Chris Houghtaling, CEO, RaiseLink, USA
14:15 Direct versus collective investment: which is right for you?
- Examining the freedom of direct investment compared with the shared burden and reward of fund investment
- How to work out the best approach for your family office’s resources and goals
- Family offices’ success stories and cautionary tales from each investment world
Moderator:
Matt Oguz, CIO, Iris Family Office, USA
Panelist:
Donald Nelson, Investor, Family Office, USA
Ahmad Ashrafi, CIO, A9 Family Office, Founder & CEO, Infinity, USA
Khayin Molokwu, VP, Family Office, USA
15:00 Your 2023 investment roadmap
- The hottest regions to invest in next year, and where to start
- Some predictable (and some surprising) sectors to invest in now for future profit
- Approach with caution: shiny zeitgeist investments that may not stand up long term
Moderator:
Matt Oguz, CIO, Iris Family Office, USA
Panelist:
Rafael A. Alcantara Lansberg, Founder, Harbor Ithaka, USA
Peter Powers, Principal Member, MPI Family Office, USA
15:40 Closing remarks
16:00 Cocktail Reception at the Matador Terrace
A Cocktail reception with the chance to network in an informal setting and discuss the event.