The Florida Wealth Management & Family Office Conference 2018 and Luxury Events Week

Miami , United States

About The Florida Wealth Management & Family Office Conference 2018 and Luxury Events Week

With a fresh approach to how FO events should look like, DC Finance is proud to present the Florida Family Office & Wealth Management Conference & Luxury Events.

The conference is attended by 150 ultra and high net worth individuals and family office executives that have been qualified by DC Finance. The families and SFO executives attend our event before the Art Basel happenings begin to learn about investments, estate planning, family business and other selected topics. The event opens up with a special cocktail reception and is followed by our traditional yacht party the following day. Later that week, our attendees enjoy a series of special events including gala dinners, closed parties, galleries openings, exhibitions and tours.

Speakers

Francis Suarez
Kent M. Swig
Wendy Craft
Chief Operating Office Favara LLC
Lorenzo de’ Medici
Prince
Nikos Assanis
President Assanis Group
Mr. Sandro Salsano
Chairman & President Salsano Group
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Ms. Andrea Catsimatidis
Chair, the Manhattan Republican Party, and Principal Red Apple Group
Mr. Kevin McGovern
Chairman & CEO McGovern Capital
Arun Savkur
Tech Entrepreneur, Impact Investor & Philanthropist
Ms. Katherine Fernandez Rundle
State Attorney, Miami-Dade County in Florida
Ms. Liana Krupp
President & Trustee The Krupp Family Foundation
Gabriel Groisman
Mayor of Bal Harbour, Florida and Attorney
Jen Bawden
Best-Selling Author, Impact Investor & Serial Entrepreneur
Siddhant Chopra
Bryan A. Coates
Thomas Wallace
Manager & Partner Florida Funders
David Bitton
Ana Paula González
Rebecca Danta
Managing Director Miami Angels
Hadi Al Alawi
Chairman & CEO Al Hayat Group
Edward Coyne
Executive Vice President National Sales Sprott Asset Management
Dr. Andrew Ury
CEO and Founder ActX
Lenny Roth
Chairman Yarotek
John Katzman
Education Entrepreneur, and Founder & CEO The Noodle Companies
Marty Cass
Tax Managing Director Southeast Region Private Client Services practice leader BDO
Jason Ma
Founder, CEO & Chief Mentor ThreeEQ Inc.
Ms. Samira Salman
Founder & CEO Salman Solutions
Jhana Senxian
Founder & CEO The Guild
Katherine Hill Ritchie
Clifford H. Friedman
Managing Director Raptor Group Holdings
Jason M. Cain
Family Office Services Managing Partner BDO
Lori Myers
South Florida Private Client Services Managing Principal, Office Tax Managing Principal BDO
Ryan C. McDowell
Vice President – Real Estate Advisory Specialist – Southeast Region Wells Fargo
Desirée Patno
CEO NAWRB
Ms. Candice Beaumont
Chief Investment Officer L Investments
Dick Fuld
Former Chair & CEO, Lehman Brothers; Founder and CEO Matrix Private Capital Group

08:00 - 09:00 AM
Registration & Refreshments

09:00 - 09:10 AM
Opening remarks: Mr. Denny Chared, Founder & CEO, DC FinanceConference Moderator: Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO Miami

09:10 - 09:30 AM
The Relationship Between Local Government and Your Business – Mr. Gabriel Groisman, Mayor of Bal Harbour, Florida and Attorney

09:30 - 09:50 AM
Identifying Late Cycle Investment Opportunities - Mr. Ryan McDowell, Vice President – Real Estate Advisory Specialist – Southeast Region, Wells Fargo

09:50 - 10:00 AM
Gold: The Original Alternative Investment – Mr. Edward Coyne, Executive Vice President National Sales, Sprott Asset Management

10:00 - 10:20 AM
Best in Class Growth-Oriented Gold Royalty Company – Mr. Bryan A. Coates, President, Osisko Gold Royalties

10:20 - 10:40 AM
The Future of Work and Education – Fireside Chat with Mr. John Katzman, Education Entrepreneur, and Founder & CEO, The Noodle Companies and Mr. Jason Ma, Founder, CEO & Chief Mentor, ThreeEQ
The future of work and education is one of the top three G20 agenda priorities for 2018. Given our increasingly technology-driven world, change is not only constant but also accelerating. However, limiting beliefs and behavior continue to abound in legacy employment and education systems. What does it mean for our next generation, parents, and the C-suite? Let an innovative education industry legend and a leading member of the B20, the private sector’s voice of the G20, shed some light…

10:40 - 11:10 AM
Break

11:10 - 11:25 AM
Keynote Speech: Mr. Francis Suarez, Mayor of the City of Miami

11:25 - 12:00 PM
The BDO panel: Innovative Tax Strategies for the Family Office
With: Mr. Jason M. Cain, Family Office Services Managing Partner, BDO, Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO Miami, Mr. Marty Cass, Tax Managing Director Southeast Region Private Client Services practice leader, BDO
A discussion about how to structure the family office to achieve the deductibility of investment expenses, including those expenses passed through by investment partnerships. This panel will also explain tax strategies to maximize the new Qualified Business Income deduction, and discuss how to take advantage of tax savings by investing in Opportunity Zones.

12:00 - 12:20 PM
One on One Fireside Chat – Mr. Adil Adi, Adi Family Office and Founder & CEO, Worldlink, and Mr. Denny Chared, Founder, DC Finance

12:20 - 12:50 PM
Panel: Extraordinary Entrepreneurs
Ms. Jen Bawden, Best-Selling Author, Impact Investor & Serial Entrepreneur, Mr. Kevin McGovern, Chairman & CEO, McGovern Capital, Mr. Arun Savkur, Tech Entrepreneur, Impact Investor & Philanthropist
Exceptional entrepreneurs – A window into the future of technology and the visionary – Entrepreneurs creating big ideas to move humanity forward

12:50 - 01:50 PM
Lunch

01:50 - 02:20 PM
The Direct Investing Panel
Moderator: Ms.Candice Beaumont, Chief Investment Officer, L Investments
With: Mr. Sandro Salsano, Chairman & President, Salsano Group and Mr. Hadi Al Alawi, Chairman & CEO, Alhayat Group, Mr. Nikos Assanis, President, Assanis Group, Mr. Kent M. Swig, President, Swig Equities LLC and Fulcrum Equities LLC, and 3rdGeneration Family Member, the Swig Family
Recent studies have indicated that direct investing is one of the fastest growing areas for family offices. Many families seek to have a greater purpose and direct investments that can also achieve social good without compromising financial returns. Leading families from across the globe will discuss trends in direct investments.

02:20 - 02:50 PM
The Technology Panel
Moderator: Mr. Lenny Roth, Chairman, Yarotek With: Mr. Thomas Wallace, Manager & Partner, Florida Funders, Dr. Andrew Ury, CEO, ActX, Ms. Ana Paula González, Head, 500 Startups Miami, Mr. David Bitton, Co-Founder, PracticePanther.com, Ms. Rebecca Danta, Managing Director, Miami Angels
This panel will focus on major technology trends, with some emphasis on the types of initiatives investors are seeing in the State of Florida. Panelists will be asked about the role of Angel/Private Investments in a diversified investment portfolio, including identifying and performing due diligence on Angel investments. The team will address how best to build companies, cultivate appropriate partnerships and optimize exit strategies.

02:50 - 03:20 PM
The Next Generation / Impact Investing Panel
Moderator: Ms.Candice Beaumont, Chief Investment Officer, L InvestmentsWith: Mr. Siddhant Chopra, Third Generation, Niraj Cement Structurals Ltd., Ms. Andrea Catsimatidis, Principal, Red Apple Group, and Chair, the Manhattan Republican Party, Prince Lorenzo de’ Medici, Ms. Wendy Craft, Chief Operating Officer, Favara LLC
A panel of next generation family leadership with family members discussing personal initiatives and how the legacy of family has helped shape their path and how they have moved beyond the shadow of the patriarchs success to achieve on their own terms. The panel will also discuss the values passed down thru the generations.

03:20 - 03:50 PM
The Philanthropy Panel
Moderator: Ms. Katherine Hill Ritchie, Director Strategic Development, Nottingham SpirkWith: Ms. Liana Krupp, President & Trustee, The Krupp Family Foundation and Ms. Jhana Senxian, Founder & CEO, The Guild
The New Model for Philanthropy: Engagement and Results: the Krupp Family Foundation Journey to partner with The Guild.

03:50 - 04:20 PM
That Was Then, This is Now – Mr. Dick Fuld, Former Chair & CEO, Lehman Brothers, and Founder & CEO, Matrix Private Capital Group

04:20 - 04:40 PM
Why Investing in Miami is a Good Idea/Sure Bet - Ms. Katherine Fernandez Rundle, State Attorney for Miami-Dade

05:00 - 06:30 PM
Cocktail Reception sponsored by BDO

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Start:
Dec 4, 2018, 8:00 AM , AEST (UTC +10)
End:
Dec 4, 2018, 7:00 PM , AEST (UTC +10)
Venue:
“W” Hotel South Beach
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