FOE New York - 2018 Speakers

FOE NEW YORK HOST

Favara LLC

Wendy Craft: COO

Wendy currently holds the position of chief operating office of Favara LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry. The family office serves three generations of the family and is based in New York City. Previously, she held the position of executive vice president and general counsel for Fulcrum Equities. Wendy also worked with the Schneider Family service as their vice president and general counsel and assisted them in separating the existing family office from the family’s operating company.

INTRODUCTION: BERNSTEIN PRIVATE WEALTH MANAGEMENT

James Thompson: Head of Diverse Markets Strategy

Jame is an accomplished and dynamic leader with extensive experience and success directing effective business development strategies and driving innovative marketing initiatives in financial services. A change agent who helps foster a culturally sound environment while leveraging his professional subject matter expertise to create mutually beneficial business relationships and partnerships in diverse markets. An authentic leader who invests in the advancement of his employees and colleagues and a philanthropist who advocates for human welfare through mentoring, volunteering and charitable giving.

ESG INSIGHTS: BE AT THE FOREFRONT OF CHANGE

AllianceBernstein

Eric Glass: Portfolio Manager—Fixed Income Impact Strategies

Proposed, developed and am the senior portfolio manager of a tax-exempt fixed income sustainable impact investment portfolio incorporating environmental, social, and governance (ESG) factors. Philosophically, we invest in underserved and low socio-economic status communities in which each investment has a specific intention. That intention (whether reducing the achievement gaps between school districts that have vs those who don't or providing high quality healthcare and population health management to uninsured/under-insured communities) is then tracked through sector appropriate metrics and key performance indicators. Investments are focused on economic/community development, conservation, education, energy, health, and water management. I am a founding member of the Municipal Impact Investment Policy Group responsible for strategy development. Also responsible for day-to-day idea generation, security selection, credit research and review, trading, and marketing of the strategy. Assets under management in excess of $250 million.

FINTECH: DECENTRALISED ECONOMY

Y2X / BavelasGroup LLC / Family Offices Insights LLC

Arthur Bavelas: Co-Founder, Founder and CEO

Arthur Andrew Bavelas, an internationally-known entrepreneur, Bavelas Group family office investor, founder of Family Office Insights Peer-to-Peer gatherings, and is the originator of the Fortune’s Fortress process of safeguarding family wealth over multiple generations. Arthur is a co-founder of Y2X which was established by a group of veteran executives, technologists, and entrepreneurs, Y2X specializes in regulated token issuances and innovative capital raising mechanisms. Y2X maintains stakes in companies it helps finance and utilizes its network of expert advisors to help those companies grow. Arthur is a frequent speaker to the hedge fund, private equity and family office communities. Arthur is the author of numerous articles, white papers, focused on family offices, legacy wealth preservation and asset protection. His insights have been featured in international publications. He has co-authored several books, his most recent being Fortune’s Fortress: A Primer on Wealth Preservation.

Galaxy Digital

David Namdar: Partner

David is a founding partner and Chief Strategy Officer for Galaxy Digital. He has a decade of international business and financial market experience, and has been involved with a wide range of businesses from startup to large corporations. He has investment expertise in private and public equities, derivatives and foreign currencies and in using fundamental and quantitative analysis to invest on a global basis. In addition, he has significant expertise in digital currency investments, blockchain technology, and the emerging decentralized economy. David is a founder of SolidX Partners, a startup aimed at institutionalizing digital assets as an alternative asset class. He previously was with Millennium Management and served as the head trader and technology analyst for an equity relative value portfolio team. David has a bachelor’s degree in finance and international business from the USC Marshall School of Business and also holds the Chartered Financial Analyst designation.

Strategic Coin

Jeffrey Weinberger: President

Jeff is the President at Strategic Coin. A premier provider of market and sector research, token launch services and strategic consulting to the blockchain industry. Jeff is an operations and strategic executive with over 18 years of digital, technology, media and investment banking experience. Jeff has a broad-based business background combining operational, strategic and financial expertise with a strong record in corporate development, acquisitions and capital raising. Jeff is the CFO for The Michael Manzella Foundation, a not-for-profit corporation dedicated to activities in education, children's causes, cancer research and the arts.

Mama Hope / Satoshi's Female

Nyla Rodgers: Founder

Nyla is the CEO and founder of Mama Hope, a 501c3 that has developed an effective, people-ﬁrst model of international development. Nyla Rodgers is an activist, futurist, and non-profit leader with a passion for merging social impact with technology. She creates and runs organizations that transform communities, foster social entrepreneurship around the world, and advocates for greater generosity and partnership between the tech and non-profit worlds. Mama Hope builds the capacity of grassroots organizations worldwide by providing them with the funding, businesses and talent to become independent agents of change. Mama Hope's projects have improved the health, eduction, food and water security of over 750,000 people throughout Kenya, Tanzania, Uganda, Ghana, Ethiopia, Guatemala, India and the U.S. In 2015 she was a finalist for the Global Citizen of the Year Award. In 2017 she was honored for her work as a Female Leader in Eileen Fisher’s Fall campaign “Power: In the Words of Women” and was profiled in Forbes under the headline: The Business of Hope: What It Takes and How One Woman Inspired it. Recently, her work in fundraising has led her to become an activist and philosopher in the cryptocurrency space where she is a speaker and advocate for greater generosity and altruism in the crypto community.

ALTERNATIVE INVESTMENT: FIRESIDE CHAT

INVESTING IN WOMEN: A GROWING OPPORTUNITY

SheWorx

Lisa Wang: CEO & Founder

Lisa Wang is a former 4x National Champion and Hall of Fame gymnast turned serial entrepreneur. She is the Founder & CEO of SheWorx, the leading global platform empowering 20,000+ women to build and scale successful companies through access to top mentors and investors. SheWorx is focused on closing the funding gap by collaborating, not competing. Lisa is a member of the Forbes 30 Under 30 Class of 2018 in Venture Capital and CIO Magazine's Top 20 Female Entrepreneurs to Watch in 2017 and 2018. She is a writer for Forbes and Fortune focused on driving gender parity in entrepreneurship. Lisa is a motivational keynote speaker headlining conferences including Mobile World Congress, World Entrepreneur Forum, Chief Innovation Officer Summit, and more. She is the Executive Producer and host of the 5-Star Enoughness podcast. Lisa is a graduate of Yale University.

BRAVA Investment

Nathalie Molina Niño: CEO & Founder

Nathalie is the CEO of BRAVA Investments and the writer of LEAPFROG, The New Revolution for Women Entrepreneurs. She is committed to delivering returns to investors while making a catalytic impact on women in the world. A technologist and coder by training, Nathalie is a consummate entrepreneur, and a storyteller at heart. She is the co-host of GREENBACKS, a podcast by Green Matters that explores how sustainable sustainability really is. Prior to launching BRAVA, Nathalie led the launch of SELF MADE, the company, mobile app, learning platform and NY Times Best Selling book by Telemundo’s former Entertainment president, Nely Galan. In 2015, Nathalie stepped in as interim Chief Revenue Officer of PowerToFly, a startup aimed at closing the gender gap in tech. And in 2012, while at Columbia University, Molina Niño co-founded Entrepreneurs@Athena at the Athena Center for Leadership studies of Barnard College, with the mission of leveling the playing field for women entrepreneurs. Nathalie launched her first tech startup at the age of 20. Prior to Athena, Molina Niño was involved in launching and growing a multinational business with Lionbridge (NASDAQ: LIOX) into a $100M operation in 30+ countries.

The People's Dispensary

Christine De La Rosa: CEO

Christina started her tenure in the Bay by producing major event festivals such as EDEN, fiveTEN, BLISS, the National Poetry Slam and Oakland Pride festivals. Christina owns or co-own several successful Bay Area businesses, including Craft & Spoon Restaurant, Town Biz Retail Shop, 1st Impressions Hair Salon, The People's Delivery Dispensary all in Oakland, and across the Bay in San Francisco Queen of Hearts Art Gallery and Benefit Health Collective Dispensary, in addition to two event production companies. She is a well-known advocate for the chronically ill, people of color, women, and the LGBTQ community. Christine’s entry point into the cannabis industry was by way of a near death experience. Diagnosed with Lupus in 2009, she spent three years taking 11 synthetic pills daily plus a monthly chemo-like infusion at the hospital, while barely being able to walk. Her introduction to cannabis-based CBD in 2015 changed her life and was the catalyst that inspired her to open Benefit Health Collective and subsequently The People's Dispensary with her co-founders. Her use of CBD has allowed Christine to stop taking all medication. She has been in remission for two and a half years.

Mama Hope

Nyla Rodgers: CEO

ALTERNATIVE INVESTMENT: FIRESIDE CHAT

FAMILY OFFICE PANEL

BavelasGroup LLC/ Family Offices Insights LLC

Arthur Bavelas: CEO

Stetson Family Office

Chuck Stetson: CEO

Chuck Stetson is the third generation to run the family office. He is focused on private equity investments and liases with family offices around the globe in his role as the head of the Association for Corporate Growth (ACG) Global Family Office Council. He has also set up a philanthropic organization, Essentials in Education, which provides world class educational content on Flourishing Through Business.

KCG Capital Advisors

Steve McCarthy: Managing Director

Steve is the Managing Director of KCG Capital Advisors, a Family Investment office with direct exposure to traditional, alternative, personal passion investing, and private foundation management. Steve has served on non profit (healthcare) and endowment (college) investment committees as well philanthropic boards and planning committees (PNY/COF/ASF). Forty+ years of relevant experience in the Wall Street (both "sell side/buy side")/financial services/ foundation mgmt. arenas - first 20 years at UBS, PaineWebber, BOA/Security Pacific, Deloitte, Citibank and Pru-Bache. Followed by 20+ years actively managing his investment office and family foundation with his late father, Jack McCarthy - MP/CIO of Lord Abbett (est. 1929/$160B AUM). Current member, former member, Board of Director-Trustee of such groups as the Institute for Private Investors (IPI), The Greenwich Roundtable (TGR), The Gotham Triangle (TGT), Philanthropy New York (PNY), Council on Foundations (COF).

Cooper Family Office

Howard Cooper: CEO

Howard Cooper began his career trading public equities for his own account, becoming a full-time trader in the 1980s. In 2006 Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading. His SFO has since then transitioned to global investing, primarily in alternative investments, including hedge and private equity funds as well as direct investments in operating companies. Mr. Cooper is an honors graduate of Princeton University and has guest lectured at Princeton, Yale and Brown Universities. Howard Cooper is the Chairman of the Board on Family Offices, Endowments and Foundations at Princeton University, Chairman of the Yale School of Management College of Family Offices and chairs the Family Office Council at the NYU Stern School of Business. He is Chairman of the advisory board on Osteoarthritis and Orthopedics at Duke University Medical School and is an advisor to the Princeton University Department of Astrophysical Sciences. He is the Chairman of the Weill Cornell Medicine Department of Neurological Surgery Advisory Board and Chairs the Weill Cornell Brain and Spine Health Symposium. Howard Cooper is Chairman of the Stanford University Graduate School of Business Global Investor’s Forum, among others.

GLOBAL SUSTAINABILITY EXCHANGE

Global Sustainability Exchange & Clear Group International

Joyce Clear: CEO

Joyce Clear, the daughter of a Naval Commander, has been designing the interiors of yachts and luxury residences for over 15 years. Most recently, she launched The Global Sustainability Exchange which serves as the largest hub in the world for sustainable products, best practices, professionals, community, inventors/ investors in the design/architecture/build industry. She also served as a licensed Securities Representative for Bear Stearns, a Commodities Futures Broker for Morgan Stanley, and a Marketing Communications IPO Strategist for Fortune 500 companies.Joyce's passion for the well-being of the oceans and the planet at large, has grown into a commitment for Sustainable Luxury® (a trademark of Clear Group Intl.) which inspires and promotes sustainable solutions for luxury lifestyles and everyday living. Her firm’s services are also driven by the WELL Building Standard TM, the world’s first scientific/evidence-based system that places human health, well-being and performance at the center of design. Technology and innovation also play a huge part in everything the firm does including the use of phase changing materials, energy harvesting, alternative energy, and biomimicry.

CREATING A FAMILY LEGACY: THE GAME CHANGERS

Diomedia Capital / Adi Dassler FO

Kevin Burrows: Founder and CIO

Kevin Burrows, CFA is the Founding Partner and Chief Investment Officer (CIO) of Diomedea Capital Advisors, a Bahamas-based investment advisory and consulting firm. Through Diomedea he serves as the outsourced CIO of the Adi Dassler International Family Office (ADIFO), the wealth management arm of the heirs of the founder of Adidas. Kevin is the Owner and Portfolio Manager of the ADIFO Global Multi-Asset Fund, a low-risk global balanced fund designed to preserve and build wealth over a medium-to long time horizon. Other funds in development include the Adi Dassler Film Fund, a private equity funding vehicle for an upcoming move about the founders of Adidas and Puma, the ADvantage Sports Tech Fund investing in early stage sports start-ups, and the Diomedea Blue Mahoe Caribbean Venture Capital Fund investing in promising small companies throughout the region. Mr. Burrows has over 25 years of experience in the financial services industry, including an international posting as Director and Chief Investment Officer of London-based Nedgroup Investments. While at Nedgroup, Kevin had overall management responsibility for the London office and directed their international funds with assets of approximately $1 billion. Kevin received a BA in Economics (Cum Laude) from Yale University in 1993 and a Masters in Finance from Cambridge University in 1997. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is the Past President and a current Director of the CFA Society The Bahamas. Mr. Burrows is also a Lecturer in the School of Business at the University of the Bahamas.

THE DIGITAL FAMILY OFFICE

iPaladin, LLC

Jill Creager: CEO and Founder

Jill is CEO and Founder of iPaladin. A digital platform that supports the management and administration of family offices. iPaladin's Digital Family Office introduces a new and smarter way for family offices to use advanced technology combined with military grade cybersecurity. Jill's more than 20 years’ experience in family private wealth includes serving as a trust and estates attorney, a corporate trust officer, and as CEO and founder of a multi-family office. Jill developed iPaladin to address the needs of family members, family office professionals, and advisors to share vital information in a secure virtual environment; to support governance, operations, and compliance; and to reduce the complexity, costs, and risks of managing a family office. Jill is well versed in every aspect of family offices.

FAMILY LEGACY & HARMONY

Wilkinson Corporation

Lonnie P. Gienger: CEO

Lonnie is the Chief Executive Officer of Wilkinson Corporation currently building one of the top multi-family owner/operator companies in the country growing by 3,000 to 5,000 apartment units per year. Starting in 2004 as the company’s president, he was in charge of day-to-day operations building the management team and overseeing its strategic direction and growth. Lonnie also supervised the acquisition of Good Neighbor Care Centers, LLC, becoming its chairman of the board and then CEO assuming responsibility for shaping its path and expansion and growing that subsidiary from about 200 employees in 2004 to over 2000 employees in 52 locations across the country by 2007. In addition to helping the Wilkinson family office grow Wilkinson Corporation as its primary family business enterprise, Lonnie has been establishing his own multi-generational family office. And the next generation of both families continue to do own businesses and invest together in a way that continues to build strong relationships and harmony within and between the families.

PROFESSIONAL ATHLETE PANEL; LIFE OUTSIDE THE GAME

Bernstein Private Wealth Management / Principal at AllianceBernstein

Adam C. Sansiveri: Director & Principal

Adam is a Director at Bernstein Private Wealth Management and Principal at AllianceBernstein, where he is a leader in the sports, media and entertainment initiatives with a focus on socially responsible impact investing. Sansiveri’s approach is lauded for its success in identifying investment opportunities that are reflective of his clients’ most deeply held beliefs while being conducive to their highly personalized lifestyles. Sansiveri’s clients include athletes, musicians, producers, actors, entrepreneurs and other high-profile investors. After graduating cum laude from Cornell University with degrees in biochemistry and communications, Sansiveri traveled the world as a classical vocalist, performing at Carnegie Hall, the Metropolitan Opera, and the Verbier Festival, among other notable venues.

Monarch Business & Wealth Management

Barry Klarburg: Managing Partner & Founder

Barry Klarberg is a the Managing Partner and Founder of Monarch Business & Wealth Management, as well as an accomplished owner, business leader and philanthropist. His professional career started with the professional service firm Deloitte in 1981-- eventually holding Deloitte’s National Director of Sports and Entertainment title. In 1992, Klarberg formed KRT Business Management, a professional wealth management service that eventually sold to Assante Wealth Management Services. From there, Klarberg followed his KRT venture with a role as Guggenheim Partners Senior Managing Director. Then, Klarberg went on to found Monarch Business & Wealth Management, a financial and life management company. At Monarch, Klarberg represents numerous household names in sports, entertainment and other high-net-value individuals. In 2011, Klarberg became a Limited Partner in the New York Yankees and Yankees Entertainment & Sports Network. Today, he has ownership in two American sports teams: New York Yankees and New York City FC (2013)

NFL - Giants / Purple Bridge Management

Charles Way: Retired NFL Giants Player & Partner

Charles Way has been an investor and member of the Board of Directors of M•CAM for over 15 years. As a principal in the development of the Intangible Asset Financial Market, his unique experience in the realm of professional athletics – an industry built on intangibles of brand, reputation, and skills – is unprecedented in the capital markets. A graduate from the School of Engineering at the University of Virginia, Charles Way had a 21 year NFL career as both a player and an executive with both the New York Giants and the NFL. During his 16 year tenure as an executive with the New York Giants and the NFL, Charles implemented a broad array of programs in the areas of financial literacy, leadership, and career development that were focused on empowering athletes and their families both on and off the field. This message of empowerment was not just limited to the athletes he worked with, but also carried over into his work in the community. His work with the Susan G. Komen North Jersey foundation to fight breast cancer to his participation as a keynote speaker at the International Day of Sport for Development and Peace at the United Nations are just of couple of ways Charles has looked to spread social and economic development through education.

NFL - Giants / Business Owner

James Oscar Butler, Jr.: Retired NFL Player & CEO

James Oscar Butler, Jr. is a former professional football player with two NFL franchises; the St. Louis Rams (serving as Team Captain) and the New York Giants (participant on the 2007 Super Bowl winning team).James is a dynamic and innovative entrepreneurial leader of multi-unit business operations with a unique blend of professional skills; most recently with eight years of success as the owner/operator of two Golden Corral restaurant franchise locations with a combined total annual revenue of $7 million.

Bahamas Ministry of Tourism & Jeff Rodgers Basketball Camp

Jeffrey Rodgers: Marketing Director & Founder

Jeff leads marketing for the Bahamas Ministry of Tourism with a focus on sports. Jeff has been honored by the Government for his dedication and service to the community of the Bahamas and the United States. The development of young kids, whether it was with his affiliation with the National Capital YMCA in Washington D.C. or with the Bahamas has been tireless. His programs, activities, and camps, along with celebrity golf, tennis, and basketball tournaments in the Bahamas have made a positive impact that have inspired kids to reach higher heights. Jeff will be hosting the 31st edition of the Jeff Rodgers Summer Basketball Camp and this year it will be headlined by one of the island nation's biggest names in basketball who got his start at the event years ago. Projected lottery pick DeAndre Ayton will make an appearance at this year's event.

NFL Retired Player / NFL

Darrel Young: Manager of Engagement and Player Relations at NFL

Darrel played NFL for the Washington Redskins, Chicago Bears and Carolina Panthers during his 8 year career in the NFL. Darrel transitioned from the game into a role with the NFL. Darrel is currently the Manager of Engagement and Player Relations,

IMPACT INVESTING:PURPOSE LED BUSINESS

NEXUS Equal Justice / VIGILINT Ventures

Christina Hollenback: Chair & Founder

Christina spent the first 13 years of her career in politics building the unprecedented coalitions to win on the DREAM Act, healthcare and higher education access, and expanding workforce development programs. Christina then became one of the youngest Executive Directors in US national politics. In 2014, she transitioned into Impact Investing and began working with frontline communities to build sustainable solutions as a core part of their strategies organizing for justice from Baltimore to Standing Rock. She currently is leading Solve at MIT's inaugural work with the Oceti Sakowin to build sovereign energy, food, and water systems and launching VIGILINT Ventures, a first of it’s kind Investment Fund that grows visionary alternatives to the Criminal Justice system. Christina is a featured speaker and presenter from conferences to classrooms and is the Founding Chair of the NEXUS Network’s Working Group Toward Equal Justice, where she works with their 4,500+ global network of young philanthropists, impact investors, and social entrepreneurs to align their full breadth of Capital—social, political, and economic/business and investments— toward Equal Justice.

Advisor, Investor, Mentor

Marcus Glover

Marcus Glover began his career working with global advertising and marketing agencies such as Fallon, BBDO, Arnell Group and UniWorld Group where he handled accounts ranging from United Airlines, Miller Brewing, Pepsi-Cola, McDonald’s, Reebok, NBA, NFL, Adidas, Ford, Mercedes Benz and a host of others. During his tenture in advertising he managed more than $500 Million in corporate advertising spending. Over the years, Marcus has also created successful ventures with some of the world’s most beloved celebrities including the Muhammad Ali, GOAT Snack food company in partnership with Masterfoods/ M&M’s, The S.Carter Footwear Company, a partnership between Jay-Z and Reebok, Ekocycle sustainable apparel, a partnership between the Coca-Cola Company and will.i.am of the Black Eyed Peas and TRUKFIT, skate apparel company, an apparel venture with Lil Wayne. Marcus has also consulted entertainers and athletes including Alicia Keys, Jay-Z, Lil Wayne, Nicki Minaj, 50 Cent, Shakira, The Black Eyed Peas, Kobe Bryant, Ray Lewis, Peyton Manning, Rihanna, Allen Iverson, Eli Manning.Presently, Marcus is devoted to investing and advising early stage ventures. He also holds a deep commitment to social justice and criminal justice reform serving as a board member of New York Tri State Board of Directors for DefyVentures.org and LiberationPrisonYoga.org. Through his work with these organizations, Marcus has become a dedicated mentor to incarcerated men, women and youth and also volunteers as a yoga and meditation instructor leading juvenile programs at Rikers Island Prison.

PUSH Buffalo

Aaron Bartley: Founder & Executive Director

Aaron Bartley is the Co-Founder and Executive Director of People United for Sustainable Housing (PUSH Buffalo), which mobilizes residents to create sustainable neighborhoods with quality affordable housing, green jobs and next generation infrastructure. PUSH's Green Development Zone, which combines green housing, job training, stormwater management and urban agriculture in a district on Buffalo's West Side, was named the winner of the global Sustainable Housing competition sponsored by the Rockefeller Foundation, the Brazilian Ministry of Cities and HUD. PUSH has invested more than $45 million in sustainable development projects in the GDZ to date. Aaron grew up in Buffalo and attended Buffalo Public Schools. He is a graduate of Swarthmore College and Harvard Law School, where he co-founded the Harvard Living Wage Campaign, which resulted in $10 million in annual wage and benefit increases for the low-income campus workers it represented.

KDC AG & Kamine Development

Justin Kamine: Founder & Family Member

Justin is the founder of KDC Ag. KDC Ag is actively deploying the revolutionary California Safe Soil fresh food waste conversion technology across the world to increase sustainable crop and animal production and eliminate food waste. KDC Ag is joined by Alex Uquhart, Former CEO of GE Energy Financial Services, Howard W. Buffet and many more strategic advisors that will help KDC Ag close the agriculture loop. Justin believes profoundly that it is not a matter of should we be changing as a society it is that we NEED to be changing as a society. As a family office, Kamine Development Corporation ("KDC") has developed over $3.5B of national infrastructure and is now active in the development and operations of large scale solar projects and sustainable agriculture technologies. We believe in using infrastructure to making meaningful and impactful change quickly and are concentrated on scaling sustainable technologies that can have positive economic and environmental impact around the world. Justin is also a TEDx speaker, a mentor and advisor to several start ups, founder of Forbes Impact Summit, Advisor to Pope Francis on the Sustainability initiatives and has also contributed or been featured in a variety of publications including CNBC, Forbes and Entrepreneur. He believes highly in integrity, honesty and a transparent working world, where your hand shake is your contract.