FOE Miami | Reframing Our Future Speakers
Keynote Speakers |
Prince Lorenzo de' Medici / The Medici Family |
Prince Lorenzo de' Medici from the Medici family of Italy is an internationally recognized artist and a businessman, he manages the family wealth, and work for other prominent international Family wealth, is an expert in investment in the art business, he has traded more than half a billion dollar in the art in his career, from Modigliani Raphael Picasso to Leonardo da Vinci. Prince Lorenzo is from a family of bankers himself, his family bank was established in 1300, the oldest bank of Europe, and the most successful bank of the Renaissance. The bank Medici was the first bank to invent and create the check called the promise of payment and the first bank that understood that innovation and trust is a key factor in the banking world. Today the Medici family is still in Banking and Finance in the USA and UK and Lorenzo collaborates with different banks and family offices around the globe's for their investment portfolio in ART (Bank of America have invested more then 8 billion dollars in art in the last few years ) as is one of the safest growing investment areas in this Volatility market era. Lorenzo is currently in the process of opening a Bank based in USA that will be a BtoB Bank based on the blockchain technology called Medici International Bank with offices in New York, Rio ,Tel- Aviv, San Juan of Puerto Rico that will be a big player in the digital world and will be a Crypto friendly bank. |
Mitzi Perdue / Perdue and Sheraton Family |
Mitzi Perdue is the daughter of one family business titan (her father founded the Sheraton Hotel Chain) and the widow of another, (her late husband was the family business poultry magnate, Frank Perdue), and she is also a businesswoman in her own right. She started the family wine grape business, now one of the larger suppliers of wine grapes in California. Mitzi likes nothing better than to share insider tips for successful family businesses. Her family of origin (the one that started the Sheraton Hotels) began with the family business, Henderson Estate Company, in 1840, and her Perdue family started in 1920 in the poultry business. These two families have a combined tradition of 276 years of staying together as a family. Mitzi is happy to share actionable advice on how they created and maintained their family businesses. |
Shahal Khan Founder & CEO, Burkhan World |
Shahal’s career as an investor, entrepreneur and social venture capitalist spans over 22 years, with investments encompassing Telecoms, Real Estate, Energy, Natural Resources, Technology as well as various other industrial sectors. He has been directly responsible for syndication of over $5b USD in equity for projects as a principal through his family trust. His family background can be traced back to the Mogul nobility in the South Asian region. |
Jeremy Lindblad Director of Global Business Development, Lindblad Expeditions |
Jeremy Lindblad is the Director of Global Business Development and Innovation at Lindblad Expeditions based in New York City. Jeremy recently returned to the US after spending two years based in the company’s Sydney office where he was responsible for business development opportunities within Australia and the Pacific region, overseeing sales activities of the Pacific, and serving as the liaison for all marketing initiatives in Australia and New Zealand. Expedition travel is in his DNA. A third generation Lindblad, he is the grandson of Lars-‐Eric Lindblad, considered the “father of ecotourism” and the son of Sven Lindblad, Founder and President of Lindblad Expeditions. From a very young age Jeremy has traveled extensively aboard the Lindblad-‐National Geographic fleet, which has provided him access to all aspects of the expedition, a keen understanding of the product and a passion for small ship exploration. |
Peter Pham Co-founder & Managing Director of Science Inc. |
Peter Pham is co-founder & managing director of Science Inc., a Los Angeles-based startup studio and venture fund with a barbell investment strategy fueling disruptive early and late stage consumer companies. A relentless learner, meaningful builder, and true people person, Peter has partnered with both underdogs and legendary founders to build some of the biggest names in tech. Since the beginning of his career, Peter has assembled one of the strongest and most substantial networks in Silicon Valley, cross-pollinating industries, services, personalities, and products. |
Michael Knapp |
Starting his career as a landman with MDS in 2007, Michael has since overseen the company’s land acquisition, public relations and government affairs departments. Today the majority of his time is spent leading the company’s capital markets division. MDS Energy Development manages energy-focused investment funds that deliver large, up-front tax deductions that help accredited investors manage their tax burden with the objective of delivering a long-term, non-correlated income stream. MDS Energy Development CEO Michael D. Snyder is a member of the Snyder family, which operates a successful and highly diversified family office with significant holdings in energy, banking and mining. Founded in 1941 by brothers Chuck and Elmer Snyder, the Snyder Family Office got its start in coal and aggregate mining on the brothers’ property. Having never shed the Depression-era mentality of efficiency and vertical integration, it’s now one of the largest independent producers of natural gas in Pennsylvania. |
Alessandro Cavallera Founder - N&C Capital, Salvaje, Panaminvest, Capri Asset Management |
Alessandro is a serial entrepreneur and investor. He holds a Doctorate in Law with experience in an international law firm. Seasoned with a Masters’ Degree in Asian Business Development and Chinese Languages. Extensive work in business and development management positions: from Executive level CEO to Foreign Investor Representative, sustained by expert local project managerial knowledge. Accomplished financial management adviser and business director. Disciplined in offshore regulations, company creation, investments and real estate development projects in Panama, México, USA, China and Italy. |
Conference Speakers |
Acen Hansen |
As the Director of Business Development at Legacy Wealth Management, Acen enjoys working with ultra-high net worth individuals, families and businesses promoting Legacy’s top-notch outsourced CFO and Family Office services. Acen has been working in the financial industry since graduating from Boise State University in 2016. Acen has a knack for solving complex problems and pulling the best from his teammates in order to deliver for clients and colleagues. |
Alycia Powell Co-Founder & CEO | Champions for Philanthropy, Inc. |
Over the past decade, Alycia Powell has built a wealth of practical expertise as a business and legal consultant, and social entrepreneur in the fields of sports and entertainment and nonprofit management. Alycia co-founded Champions for Philanthropy, Inc. (CFP), a consulting agency that assists professional athletes, entertainers and influencers develop their charitable brands. As Co-Founder and CEO, Alycia helps athletes establish their nonprofit foundations, manage existing foundations, design charitable initiatives and programs as well as create other charitable vehicles for giving back. CFP works with both current and former/retired athletes from professional sports leagues such as the NBA and NFL. |
Andrew McDonald Leading Real Estate Entrepreneur, Pacific Sotheby's |
Andrew McDonald, has lived nearly his entire adult life along the coastline of Orange County, and yet, his journey has been anything but static. His life experience as a born networker, serial entrepreneur, respected life coach and eventual business consultant, reflects common threads in a remarkable story — his commitment to demonstrating and inspiring peak performance and his passion to help people fulfill their dreams. His interest in real estate began in grade school, and upon his arrival in the arena, he quickly exhibited his competitive edge — the unique brand that has become his trademark. Prior to joining Pacific Sotheby’s, Andrew successfully spearheaded the expansion of The Agency to Orange County and was the West Coast Team Leader for his former brokerage, opening their Malibu territory. Simultaneously, his creative vision has extended to Real Estate TV, where he has been a Producer and Host for Bravo’s What’s for Sale with a View? and can be seen in episodes of Million Dollar House Hunters, Million Dollar Listing Los Angeles, Behind the Gates, Find Me A Luxury Home and numerous other programs. Andrew’s decision to partner with Pacific Sotheby’s, Orange County’s coastal real estate leader, represents a shift in his holistic focus from opening territories to concentrating his exceptional talent and experience on best serving local buyers, sellers, investors and prominent developers. |
Barry Dorfman |
Barry Dorfman is currently Founder and President of BLD Holdings Inc, a single-family office. He sits on the board of other family offices and has a network of institutional investors and family offices that invest in real estate, VC/PE and hedge fund managers. BLD Holdings participates as a co-investor and coordinates access to this broader syndicate. |
Bruno Macchialli |
Bruno Macchialli is the CEO of Delchain. Delchain is a licensed and regulated company that provides a full suite of financial services to support blockchain institutions and individual clients. Delchain's unique value proposition brings a full set of financial services: multi-currency fiat banking, asset management, advisory, trading, staking, lending and custody of digital assets. |
Charles Albert Vice President, Aeon Securities |
Charles is Vice President at Aeon Securities. He has prior experience in the valuation of both public and private equity. For the past 10 years he has focused exclusively on Alternative Investment Due Diligence. He is a Chartered Alternative Investment Analyst (CAIA), and sits on the Member Council of The National Due Diligence Alliance. Charles holds a B. A. in 19th Century Russian Studies from Brown University, and an M.B.A. from the Boston University/Questrom Graduate School of Management. |
Charles Johnson Retired MLB Player |
Charles Edward Johnson, Jr. is an American former professional baseball player. He played as a catcher in Major League Baseball with the Florida Marlins (1994–1998, 2001–2002), the Los Angeles Dodgers (1998), the Baltimore Orioles (1999–2000), the Chicago White Sox (2000), the Colorado Rockies (2003–2004), and the Tampa Bay Devil Rays (2005). The two-time National League All-Star player was considered as one of the best defensive catchers of his era, winning four consecutive Gold Glove Awards between 1995 and 1998. He was a member of the 1997 world champion Florida Marlins team and, is one of only three catchers in Major League history to catch at least 100 games in a single season without committing an error. |
Charles Smith Master Facilitate, Fierce, Inc. |
Charles D. Smith Jr. is a trained Master Facilitator in partnership with Fierce Inc. Fierce is an award-winning leadership development company whose methodologies -- refined over nearly 20 years -- are proven to maximize company performance. What gets talked about in a company, how it gets talked about, and who is invited to the conversation determines what will happen. And what won’t happen. Smith was Head of New Business at Midas Exchange and Head of Sports & Entertainment for MediaCom, in which both are owned by the largest media company in the world, WPP/GroupM. Since his acclaimed playing days with the NBA, Smith has positioned himself at the intersection of Sports, Business, Events and Technology. First as Team Representative for the National Basketball Players Association (NBPA) and then as First Vice President. There he launched the NBPA Foundation. His experience led to his continuing interest in further assisting retired players in their transition to the business world. To that end, Smith produced and executed exhibition games featuring over 40 retired NBA players against local teams throughout Asia and South America. Later Smith curated intimate conferences for athletes, businesses and Family Offices at iconic NYC venues, including Nasdaq and NYSE. |
Dain Kistner Director of Family Office Innovation, Pitcairn Family Office |
Dain is responsible for helping to guide Pitcairn’s technology strategy, supporting Pitcairn’s business development efforts, and supporting the Executive Team on a broad range of projects. A fifth generation Pitcairn family member, Dain is an elected member of Pitcairn’s Board of Directors, he is chair of the Capital Committee, and serves on the Family Council, which he chaired for 10 years. Before assuming his current role, Dain served as Director of Family Office Strategy, coordinating the firm’s strategic planning and business process improvement initiatives across all aspects of the business. Previously, he was Chief Information Officer, managing all information systems and technology-based activities at Pitcairn, including systems design, programming, network planning, database management, web delivery, and computer operations. |
Dalton Skach CEO, Goldgate |
Dalton Skach, the Chief Executive Officer of Goldgate Dalton Skach is a successful real estate entrepreneur based in the United States. He attended the University of Colorado Boulder where he received his degree in entrepreneurship and real estate in 2016. Six months after graduating, Dalton started his own commercial real estate consulting business where he sourced more than $250,000,000 worth of off-market commercial real estate opportunities all over the United States for REITs, private equity groups, and institutional investors. While sourcing and underwriting these opportunities, Dalton worked remotely while he traveled to 35+ countries all over the world. In May 2020, Dalton made a pivot and decided to enter the private equity industry himself. Since then, Dalton and his team have transformed Gold Gate into a real estate investment fund manager that acquires luxury real estate throughout the world for the personal use and financial benefit of the investors in the fund itself. |
Danielle Kayembe Founder & CEO, GreyFire |
Danielle Kayembe is a female futurist and serial entrepreneur with a focus on projects at the intersection of women, innovation, and impact. Her expertise in technology, blockchain, and global economic policy makes her a frequent speaker at CES, SXSW, Blockchain Unbound, and the United Nations, to name a few. Through her company GreyFire, she has an established track record of mentoring startups and advising large corporations on identifying overlooked and underrepresented initiatives. Featured on CNBC, Forbes, Refinery29, Danielle is the author of "The Silent Rise of the Female-Driven Economy," a viral white paper centered on women and the future of economics and inclusive design which reached an audience of over 1,000,000 readers. Companies such as Google, Spotify, and Capital One have invited her to share her disruptive ideas on data and innovation. Danielle has over 10 years of experience in international consulting and finance in New York, London, and Africa. She has worked on over $25 billion in business transactions for global banks such as Bank of America and HSBC and advised private equity firms on acquisitions in Africa. Danielle is an advisor to social impact startups and a mentor to Columbia University’s business accelerator, Digital Undivided, and Backstage Capital. She is an Ariane de Rothschild Fellow, awarded to 20 Global Social Impact Entrepreneurs each year. Danielle has lectured at Yale School of Management, Barnard College, and Princeton University. Danielle received her BA and MA from Stanford University. |
Danny Hughes |
Danny Hughes is one of the most sought after and in-demand strategic business advisors and social impact accelerators; consulting numerous social entrepreneurs, CEO’s and innovators, guiding investors and funding sources dedicated to making an impact, supporting corporate brands eager to align with important causes, and coaching champions and influencers aiming to leave a legacy beyond the game. In 2003, he co-founded Broadlook Technologies and in the span of a decade, tens of thousands of global users recognized Broadlook as an innovation leader in real-time data crawling, parsing and aggregation to power leading recruiting and HR, B2B sales and marketing, and data service operations. Today, Dan is an active investor, sits on the boards of non-profit endeavors and social enterprises, and commits his active consulting practice towards venture philanthropy and social impact entrepreneurship and endeavors. |
Darryl Bell On-Air Host, Actor, Speaker, Writer, Executive Producer |
Darryl M. Bell, accomplished producer and actor with a powerful business background, possesses a career-long reputation for bringing innovation and positivity to the forefront of the entertainment industry. After a chance encounter with prominent producer, Spike Lee, Bell applied his innate savvy Following his breakthrough role in Lee’s 1988 School Daze, Bell then gained further notoriety as Ron Johnson in the hit show, A Different World. Over six exceptional seasons, Bell and his fellow stand-out cast depicted life as college students at a fictitious Historically Black College, applying comedy as a means to educate audiences on society’s controversial current events. From discrimination to AIDS, apartheid and war, A Different World made an award-winning impact on television that broke boundaries and pushed the envelope – setting a new standard for television as we know it. With this Following several more on-screen roles Bell set his sights to effecting change in the industry from behind the camera. Bell quickly became |
Darryl Farmer President and Chief Executive Officer of 9:23 Management |
With over 15 years of entertainment business experience Mr. Farmer has amassed a strong track record within the entertainment, media, technology sectors. As a manager, consultant and advisor Darryl has represented producers, writers, artists and Executives that have sold more than 50 million albums worldwide. These albums have generated more than $500 million in sales for such companies as Universal, EMI, Sony, and Warner Music Group. Darryl has linked and placed projects and music titles with major record labels, television networks and film studios such as: Capitol Records, Interscope Records, Sony Music, Networks, Dreamworks, New Line Cinema, Overbrook Ent, and Roc Nation. Darryl is also the co-founder of Blockout, a venture capital fund and accelerator program supporting blockchain-enabled startups in Film/TV, |
Dr. De (Marcos de Andrade MD, MBA) |
Dr. De is an entrepreneur and disruptor in the health space. His greatest focus is in human performance and its perpetuity. Dr. De has dedicated his life to human sciences earning a Bachelor’s in Biology, a Doctorate in Medicine and completing a research fellow at the Cleveland Clinic in the General Surgery and Metabolic Institute. Dr. De also holds a Master’s in International Business Administration and an MBA in Finance. Dr. De’s impact is made by championing the idea that human nature and the earth hold the resources to the ultimate human experience. His belief is that there is a grand design since and that in order to achieve human peak performance that design and system must be consistently monitored and potentiated. His dream and passion is to unlock the human to his higher self. |
James Milliron Miami Life & National Brokerage Atlantic Co-Founder, President and Board Member |
James “Jimmy” Milliron is Co-Founder & President of Miami Life a leading independent advisory firm specializing in Wealth Enhancement, Estate Planning & Asset Protection for U.S. and International clientele. Mr. Milliron is an insurance veteran specializing in multi-channel distribution via independent & institutional channels, family offices, and law & accounting firms focusing on intelligent insurance strategies to help uncover, understand, and engage with affluent clients. Previously, Mr. Milliron served as Executive Vice President & Board Member of NexTier Bank’s Insurance Division for fifteen years. He was responsible for the development, maintenance, and management of the Employee Benefits & Private Client division, as well as advising high net worth individuals on life insurance-based wealth planning solutions. Mr. Milliron was instrumental in building NexTier’s fully collateralized premium finance lending program to a $400MM+ portfolio. |
James Schaefer Executive Vice President at Deltec Bank & Trust |
Currently, Mr. Schaefer is Executive Vice President of Deltec Bank & Trust -- responsible for business development strategies as well as identifying new market opportunities and global partnerships which include interaction with investment advisory firms, family offices and multiple family office organizations. Previously he served as COO, Old Fort Financial, a Bahamian broker dealer and financial services firm and earlier served as President of Accuvest Global Advisors, a U.S. registered investment advisor specializing in country specific ETF portfolios. Mr. Schaefer is President of the American Chamber of Commerce of the Bahamas and serves as a Trustee of Atlantic College of The Bahamas. He previously served as Co-Deputy Chairman and Director of the Bahamas Financial Services Board. Earlier in his career, Mr. Schaefer worked at several prominent wall street firms and served in the administration of both President George W. Bush, where he was Deputy Assistant Secretary, Office of Public Affairs and under President George H.W. Bush as an Associate Director, Office of Public Liaison at The White House. He also served as a Special Assistant to New Jersey Governor Thomas H. Kean as an advance representative and speechwriter. He is a retired Lieutenant Colonel in the U.S. Air Force Reserve with over 27 years of service and a recipient of the Airman’s Medal for his actions during and following the attack on the World Trade Center in New York City on September 11th, 2001. |
James Steuterman President and Chief Financial Officer of ARCTRUST, Inc. |
James M. Steuterman, is a Sponsor Affiliate and Chief Executive Officer and President of ARCTRUST III. He is also President and Chief Financial Officer of ARCTRUST, Inc. Mr. Steuterman served as a Director and Audit Committee member of ARC Corporate Realty Trust, Inc., from 1993 to 2008. Prior to joining ARCTRUST Properties, Inc., Mr. Steuterman was Senior Vice President of Toll Brothers, Inc. a Fortune 500 Company, where he was responsible for the acquisition, development, and management of real estate projects nationwide. Prior to that he was Chief Operating Officer as well as an Investment Committee and Board member of New Plan Excel Realty Trust, a $3-billion, NYSE-listed REIT. Mr. Steuterman has more than 42 years of real estate experience, is a member of the National Association of Real Estate Investment Trusts (NAREIT), the International Council of Shopping Centers (ICSC) and a designated Certified Shopping Center Manager (CSM). |
Jaspreet Randhawa Founder & CEO, ResourceVerified Inc. |
Jaspreet Randhawa has more than 20 years of executive level experience in the global financial services technology industry and has extensive experience leveraging different technologies and their applications to solve business problems. She has been a key player in several FinTech’s in her career and led and managed the entire process from feasibility analysis, strategy design to execution and final implementation of several FinTech solutions. She is a visionary and has excelled at defining and executing business plans with a goal of revenue generation and business growth by setting multi-year business strategy for sales, and engagement with the customers on a global scale. Jaspreet has a Bachelors in Science, a Bachelors in Mass Communication and a Masters in Business Administration. She was educated in Durham University in UK and Harvard Business School in the US. |
Jonny Ruck CEO, Scorpeo US LLC |
Jonny is the CEO of SCORPEO US LLC. Jonny has had experience in all facets of structured arbitrage. Prior to SCORPEO he was the head of corporate event arbitrage at Nomura Intl. Jonny holds an LLB and LPC in Law from the University of East Anglia. |
Joseph Ziolkowski President and Co-Founder at Relm Insurance, Ltd. |
Relm is Bermuda domiciled specialty insurer dedicated to providing international (re)insurance solutions for new and emerging business sectors, including digital asset/cryptocurrency, cannabis and hemp related businesses. As a dynamic commercial property and casualty insurer, Relm provides both traditional and alternative insurance solutions. Our Underwriting and Innovation Team has developed a proprietary digital asset custody insurance policy as well as directors and officers liability, professional liability, cyber and commercial crime policies tailored for the digital asset and cannabis spaces. |
Katie Hoffman Partner, Regeneration VC & Etho Capital |
Katie Hoffman is entrepreneur focused on driving innovation at the intersection of climate and finance. Katie is a partner at Regeneration.VC investing in founding teams accelerating the transition to a circular economy. As experienced investors and entrepreneurs, the Regeneration team know how to generate value and produce meaningful environmental impact. Their goal is to lead and co-invest in Seed & Series A rounds, building a concentrated high-conviction portfolio with follow-on investments in our winners. Katie is also a partner at Etho Capital, an asset management firm at the forefront of fintech and sustainability. Katie has helped create policies that influenced the University of California, CalPERS and CalSTRS to shift billions toward sustainable investments; and was a founding member of the divest-invest group, a global network that represents over $10 trillion AUM committed to low carbon investing. She was an entrepreneur in residence at the California Clean Energy Fund, a visiting program manager and lecturer for the sustainability initiative at UC Irvine, and co-creator of an inaugural program on climate and ethics at Cambridge University. Katie is dedicated to philanthropy, and currently sits as co-chair of the NEXUS Global Energy & Environment group, a trustee for the American Renewable Energy Institute, and a senior advisor to the World Ethics and Leadership Foundation. Katie is a graduate of the University of California, Berkeley, where she co-founded the first resource center and incubator for student-led enterprises dedicated to sustainability. |
Laura Walker Lee CEO at AG Capital |
Laura is a globally-minded strategist who has successfully worked at the intersection of culture and finance for over ten years. Laura runs AG Capital, a family office that focuses on the advancement of culture by way of world-class creators, impactful storytelling and unique live events. Founded in 2015, AG Capital is financing and producing projects for Brad Pitt/Plan B, Will Smith/Westbrook and Beau Willimon amongst others. In addition to AG Capital, Laura also runs Madre Ventures which sources investment capital and provides strategic support to mid/late-stage ventures that are solving significant social, environmental and technological challenges – profitably. Madre's central thesis is, “What would it look like to help one billion people?” MADRE seeks to support that thesis through the verticals of clean energy, mindful technology, and social wellness. The name "Madre" was named after Laura's mother and is a nod to her Mexican and Native American heritage. Prior to all of this, Laura was a film finance agent at Creative Artists Agency. From 2007-2014, which was a pivotal time for a burgeoning class of independent financiers, she had the privilege of representing and structuring deals for a bastion of funds; among them were companies like Annapurna, 2929 Entertainment, Silver Reel Entertainment and FilmNation. During her time at CAA, Laura had the privilege of negotiating on behalf of top tier talent such as Meryl Streep, Matthew McConaughey, Joel Edgerton, Reese Witherspoon, Natalie Portman, Viola Davis, Julia Roberts, Julianne Moore, Jennifer Lopez, Jennifer Lawrence, Bradley Cooper, Sean Combs, Justin Timberlake, and many others. She was able to help these talent clients by functioning as their conduit to reliable financing sources in the independent world. Among those transactions, Laura was involved in the packaging, financing and/or distribution deals for films such as AMERICAN HUSTLE, DALLAS BUYERS CLUB, STILL ALICE, THE MASTER, SPRING BREAKERS, UNDER THE SKIN, ZERO DARK THIRTY. |
LaVonne Idlette Retired Olympian |
LaVonne Idlette is an American hurdler competing internationally for the Dominican Republic. At the 2012 Summer Olympics, she competed in the Women's 100 metres hurdles. Her personal bests are 12.77 seconds in the 100 metres hurdles (+1.8 m/s, Montverde 2013) and 8.16 seconds in the 60 metres hurdles (Sopot 2014). Both are current Dominican Republic records. Idlette appeared on The Amazing Race 32 with Kellie Wells and placed tenth and being the second team eliminated. |
Lisa Forster VP, Family Office & Advisor Relations |
Lisa Forster joined Group RMC as a VP, Family Office & Advisor Relations where she represents and markets the firm’s investment strategy to prospective investment partners across the United States. Prior to joining Group RMC, Lisa worked in the Equity Division of Time Equities Inc. where she was responsible for marketing and distributing Time Equities’ real estate investment opportunities through private and institutional investor networks. At Time Equities, she gained experience syndicating new acquisitions that spanned across a broad range of asset classes and geographies. Lisa holds a Bachelor’s Degree in Political Science with Minors in Business and Communications from Villanova University. Group RMC is a real estate Co-investment group that invests in underappreciated office properties in non-gateway U.S. markets. Group RMC and its affiliate entities currently own 19.4 million square feet in the U.S., principally in the Midwest and Southeast, representing over $2 billion in asset value. |
Mary D'Souza Managing Director & Partner at Family Office and CFO & Board Member at a pharma company |
CIO at a Family Office, Board member at Community Access, Senior Advisor at Star Mountain. Experienced, well rounded, multilingual Capital Markets and Investment professional with 20+ years of experience in the Family Office space as Chief Investment Officer and CFO, capital markets, investment and portfolio management, fixed income. Invested across diverse asset classes in various liquid and illiquid products which include fixed income, direct investments, MLPs, real estate, private equity and other alternative funds. Built deep relationships with banks, private equity funds, hedge funds, distressed funds, mezzanine funds, insurance companies, BDCs and other alternate sources of capital. Executed over $13 billion in volume. Career experience includes originating transactions, analyzing companies and funds, building the junior capital business at GE Capital, acquisition financing, refinancing, recapitalizations, restructurings, DIPS (Delta DIP), EXITS (Delta, US Air), amendments and trading of loans and high yield. |
Matthew Levenson CEO and Co-Founder, Moocho |
Matt was the founding Chief Operating Officer for StubHub which recently sold for $4 billion. Prior, Matt led Versity, an academic notetaking website for college students, where he built the business to 165 campuses, 1 million users and sold. Matt received a Bachelor of Science in economics with a dual concentration in finance and entrepreneurial management from the Wharton School of Business at the University of Pennsylvania. |
Meir Rabkin Director, Private Clients, Henley & Partners |
Meir Rabkin is a Director at Henley & Partners in Canada. Meir graduated Touro College in 2003 with a bachelor’s degree in Political Science and International Relations. His professional career began in 2004 managing investment portfolios and developing a clientele at one of Canada’s largest asset management firms, Investors Group. After 7 years of successfully building a book of clients from ground up, Meir transitioned into the banking sector by joining CIBC. In 2013 Meir pursued an MBA at the Carlos III de Madrid University, in Spain. Upon graduation, he joined Mackenzie investment where he supported key accounts and strategic broker channels across Ontario, Quebec and the Maritimes. Meir joined Henley & Partners in 2018, his current role, where he interacts with Forbes 500 Executives, CEOs, Sports team owners, and family offices in advising and guiding on how to best secure an alternative citizenship or residence by investment. In addition, Meir is fluent in English, French, Spanish, Russian and Hebrew. All in all, he has accumulated 15 years experience building relationships and developing solutions to clients in the international investment arena. |
Michael Blank Managing Director-Partner at Holdun Family Office |
Michael Blank is the Managing Director | Partner of Holdun Family Office in Miami, Florida. HFO is a fifth generation family office with locations in Nassau, Montreal and Cayman Islands. We offer specialized investment advisory services, direct investments, diversified funds and trust services. Prior Mr. Blank was Managing Director of AndBank MIAMI. He was previously the founder of Swiss Asset Advisors, a multi family office located in Zug and Miami. He has been an International private banker for the past 30 years, during which time he established Bank Julius Baer in Palm Beach and Credit Suisse Private Advisors in Miami, Florida. In addition, Michael has over 14 years of experience in practicing international law, specializing in pre-immigration planning for high net worth individuals. He remains active in advising private clients, corporations and institutions with wealth preservation planning. Michael is a member of the Florida Bar, Society of Trust and Estate Professionals (STEP), and Florida International Bankers Association (FIBA). He has also served as a contributing editor to Offshore Investment, a monthly professional journal. Michael is also a frequent speaker at international conferences. |
Mitch Baruchowitz Managing Partner, Merida Capital Holdings |
Mitch Baruchowitz has nine years of experience in the legal cannabis industry and is considered a national expert in the diverse licensing regimes governing each state. His cannabis career began in assisting Colorado-based legal cultivators to structure state compliant capital transactions and analyzing the legal cannabis market in order to develop an optimal business strategy for their operations. After several years of work with Colorado companies, he co-founded Theraplant, LLC where he architected the highest scoring application in Connecticut’s highly selective licensing process. In 2014, he cofounded LeafLine Labs, LLC, which was one of only two Minnesota companies to win a license to cultivate and dispense cannabis in extracted form. Mr. Baruchowitz has also founded Laurel Harvest Labs, a Pennsylvania state-approved clinical registrant holding both a medical marijuana grower/processor and dispensary permit in conjucntion with its contracted research partner, along with its contracted academic clinical research partner, Lewis Katz School of Medicine at Temple University. Overall, Mr. Baruchowitz has approximately 20 years of experience in the legal and finance fields. He is the former Associate General Counsel and Chief Compliance Officer of publicly traded MarketAxess. He was also the General Counsel of investment banking boutique Pali Capital, which had revenues of nearly $200 million and 200 employees when he was appointed in late 2009 by the Board to lead the restructuring and wind-down of the company. Since 2010, he has led numerous public and private offerings, assisted in the formation and funding of several credit funds and a $60 million REIT while the Head of Investment Banking of ACGM, Inc. and at Cavu Securities. Mr. Baruchowitz is a graduate of Brandeis University and Boston University School of Law. He is a member of the New York and Massachusetts Bars and formerly held FINRA 7, 24, 63 and 79 licenses. He currently sits on the Boards of New Frontier Data and Manna Molecular Sciences. |
Ngum Suh Founder | Connector | Activator |
Ngum Suh is the founder and CEO of NLS Consultants LLC. Ngum provides wholistic strategic brand marketing and development for athletes, artist, entertainers, and corporate clientele. |
Pierre Garçon Retired NFL Player |
Pierre Andre Garçon is a former American Football wide receiver. He played college football at Norwich University and Mount Union College, and was drafted by the Indianapolis Colts in the sixth round of the 2008 NFL Draft. He also played five seasons with the Washington Redskins and two seasons with the San Francisco 49ers. |
Richard Gillam CEO & Founder, Direct Sports Network |
Richard is the founder and CEO of Direct Sports Network (formerly DeskSite), a privately held digital media company headquartered in Orange County. Prior to launching Direct Sports Network, he was a nationally recognized day trader, and a frequent guest on national television broadcasts. Gillam has close ties with the sports and entertainment industry, counting several industry icons as both friends and business partners. Direct Sports Network or DSN is a digital media company based in California. The company distributes sports programming with a focus on team-produced content. The network consists of individual team-specific apps (referred to as ‘DeskSites’), as well as a general 'Sports' app with individual teams aggregated together, in a Netflix-like ecosystem. |
Shawn Springs CEO, Windpact |
Chief Executive Officer utilizing strong networking skills to build Windpact, a Technology and Applied Science company, into a game changer in impact protection. A dedicated business development professional with a passion for learning, connecting and growth, he has a BS focused in Sociology from The Ohio State University. Windpact revolutionizes the sports, military, and automotive industries Shawn originally Founded Windpact To Minimize Sports-Related Concussive Head Trauma. Shawn is a recently retired NFL player and acutely aware of the damage caused by collisions, initially studied the technology behind football helmets. He was shocked to discover that helmet technology across industries had not changed much in 30 years. Springs started Windpact (U.S. trademark reg. no. 5,281,738) in 2011, with a mission “to be the most advanced impact protection company in the world, to make everyday lives safer.” |