After a fantastic inaugural event last year in San Francisco, we are delighted to invite you to register* for our next US Forum taking place on October 15th-16th 2019 in New York City at the prestigious Harvard Club.
The New York 2019 Edition of our Family Office Forum Collection will gather 100+ Family Offices and UHNWIs in a confidential setting where you can meet your peers, share your experience, and learn from each other.
Speakers Presenting: Many of the most successful families, private investors, and thought leaders from the Americas will join their international peers from our global network to share their experience.
We are currently working on the forum programme, to see the current Draft Agenda, click here
If you wish to get involved in a speaker capacity in our New York 2019 Forum, please contact firstname.lastname@example.org
*Private Family Offices and UHNWIs without any solution or service offering may join our forums for free.
And an investor and entrepreneur. In May 2017, JFK: A Vision for America (Harper) debuts, in which Smith, President John F. Kennedy’s nephew, and renowned historian Douglas Brinkley edited.
Published in commemoration of the centennial of President John F. Kennedy’s birth, JFK brings together in one volume John F. Kennedy’s greatest speeches alongside essays by America’s top historians, analysis from leading political thinkers, and personal insights from preeminent writers and artists. Here is JFK at his best—thought provoking, inspiring, eloquent, and wise—on a number of wide-ranging topics, including civil rights, the race to the moon, the environment, immigration, the Cuban Missile Crisis, and much more. JFK demonstrates the deep relevance of his words today and his lasting power and influence as an outstanding American leader and orator. The august list of contributors includes Secretary John Kerry, Ambassador Samantha Power, Congressman John Lewis, Senator John McCain, Senator Elizabeth Warren, His Holiness the 14th Dalai Lama, Robert Redford, Conan O’Brien, Dave Eggers, Gloria Steinem, Don DeLillo, David McCullough, George Packer, Colum McCann, Michael Beschloss, Robert Dallek, David Kennedy, Ted Widmer, Henry Louis Gates Jr., Drew Faust, Tariq Ramadan, Pastor Rick Warren, Jonathan Alter, E. J. Dionne, Ron Suskind, Paul Krugman, Kofi Annan, Governor Jerry Brown, Paul Theroux, Jorge Domínguez, and many others.
Smith is currently a lecturer at the Sloan school of Management in the visionary investing program, as well as a fellow at the Connection Science Group at MIT. He currently involved as a board member, advisory board member or partner in a number of health care and technology businesses, including, Locomobi transportation, The Marwood Group- a healthcare-focused strategic advisory firm; Pear Therapeutics, a digital health care company Resolute Bio, and New Frontier Bio. His current investment and business focus is scaling innovative healthcare, and neuroscience companies. Smith is a board member of the John F. Kennedy Library, and The Joseph P Kennedy Foundation. He also serves on the advisory board at INCAE Business School. He is cofounder and vice president of the World Leadership Alliance, an organization of business and political leaders that promotes, democracy, international understanding and trade. Smith received his BA from Harvard University, J.D. from Columbia University, and MA Ed from Harvard University School of Education.
He has served on the staff of the Senate Judiciary and Foreign Relations Committees. Smith has taught in the advanced negotiation program at Harvard Law School and is a three-time recipient of the Danforth Award for excellence in teaching at Harvard University. He is also a recipient of the Lyndehurst Foundation Prize for social and artistic achievement.
Smith was Deputy Campaign Manager for Senator Edward Kennedy during his Presidential and Senatorial campaigns, Youth Coordinator for the campaign of Mario Cuomo, served on the New England Steering Committee for the Obama presidential campaign, and continues to be active in Democratic politics.
Praise for Stephen Kennedy Smith:
“Stephen’s highly personal, inspirational style of speaking engages audiences with a humanistic, inclusive, and relevant call to action for positive change.”
--David Shrier, Visionary Investing Workshop, MIT Sloan
“Stephen gave a compelling and interesting talk on the creative commitment of the Kennedy family to making an impact with their investments.”
--Usha Bhate - Executive Director, Institutional Investor
“Stephen is an experienced presenter and facilitator in the field of conflict and negotiation.”
--Douglas Stone, Program on Negotiation, Harvard Law School
Prior to iMedGo he was the Founder and Chairman of Migo Software, Inc. a mobility software company. Mr. Elliot has more than 30 year’s operations’ experience with such corporate giants as IBM, Intel and Apple Computer.
He served as the Senior Vice President of Apple Computer responsible for all corporate operations, plus overall corporate business planning, reporting directly to Steve Jobs, Chairman of the Board, CEO, and co-founder of Apple. During his 6 year tenure at Apple sales grew from $150 million to more than $3 billion.
After graduating from college, Mr. Elliot joined IBM as a programmer working on the airline reservation system and moved into management in several key projects in the Disk drive development business, and the development of the ATM system and eventually managed the company’s 16,000-employee software division as the Director of the IBM Santa Teresa software Laboratory. In 1980 he joined Intel as site Director of the California operations. He also worked with Gordon Moore, chairman of Intel, in the creation of the Intel Foundation.
In addition to his vast technology background, Elliot has extensive experience in both the entertainment and healthcare industries. While at Apple he created Apple TV an internal employee TV communication system. He served as the chief executive officer of San Francisco Studios, where he produced the 1990 Academy Award nominated documentary, “Berkeley in the Sixties,” and the NBC television series, “Midnight Caller.” Mr. Elliot has written two books about his experience at Apple and working for Steve Jobs. “The Steve Jobs Way”, a worldwide best seller with 2 million copies sold in 40 countries and 50 languages and “Leading Apple with Steve Jobs”
Mr. Elliot holds degrees from San Jose State University and The University of California at Berkeley.
Wilhelm Maybach who designed the world’s first hi-speed internal combustion engine in 1883 and the first Mercedes car in 1901. Mr. Maybach’s grandfather Karl pioneered the large diesel engines that powered mobility by air, land, and sea including the luxurious Maybach motor cars of the 1920’s and 30’s. Inspired by his great grandfather’s humble origins as an orphan in 1850’s Germany, Mr. Maybach created the Maybach Foundation (www.maybach.org) in 2006 with the mission to mentor talent in adversity as a means to positive social change, and as strategic charitable partner to the Maybach automotive brand.
Mr. Schmid-Maybach was inducted into the Council of Mentors of the United Nations Global Youth Leadership Network in New York on October 2006, and has completed iconic global projects as varied as building in-country medical competency in East Africa, documenting the rebuilding of the world trade center, and training the first person of color to play for the South African polo team.
To fulfill the Foundation’s mandate to mentor and inspire sustainable innovation by showcasing Maybach engineering and design heritage Mr. Maybach has embarked on the restoration of the world’s first high-speed train featuring a unique aerodynamic form, and powered by engines designed and built by Karl Maybach. These Flying Trains built in the 1930’s achieved efficient speeds of over 160 kmh (100mph) that were not exceeded until the 1970’s. This German cultural Icon will be reborn as a traveling, public museum, and “messenger of innovation” ambassador for Germany’s engineering heritage.
Mr. Maybach is founding partner and strategist at Maybach Icons of Luxury producers of official Maybach ultra-luxury eyewear and accessories.
....... where he gained significant experience in marketing and business.
To inspire more people, Vince decided to leave his job in 1998 and discovered his passion for the stage. Since then, he has been performing to huge audiences across Germany, Austria & Switzerland.
Moreover, Vince Ebert has been a host of a prime-time TV show about science on German television for six years.
His books have sold over 500.000 copies and were listed on bestseller rankings for many weeks.
Additionally, his keynotes earned Vince a great reputation as international companies like Merck, Siemens, PricewaterhouseCoopers, or BASF frequently hire him.
In 2018, he gave his debut with his English show »SEXY SCIENCE« Serious Humor – Made in Germany in the English Theatre in Frankfurt.
In August 2018 »SEXY SCIENCE« was on stage of the Edinburgh Festival Fringe.
Vince Ebert can captivate both lay and scientific audiences with his wordplay and humor. Vince’s mission is to convey scientific contexts with the laws of humor.
Before becoming CEO of AgriProtein, a company that he co-founded with his brother in 2009, he held leadership roles in several international businesses. Businesses from General Electric to BUPA and Egg, before leading the start-up of Africa's leading outsourced services provider with over 3,000 staff.
Born in London, Jason has studied at the European Business School and has lived and worked all over the world before moving to South Africa in 2004. Jason is the published author of books, a successful public speaker and a ‘planet motivator’ for our future.
He has been described by Leadership Magazine as one of ‘Africa’s most inspiring green leaders’, and by Forbes as ‘The Lord of the Flies, who would be king’. He was awarded the 2013 United Nations sponsored Innovation Prize for Africa and his companies have won numerous awards around the world. He is also a passionate Polo player, he Chairs the Val de Vie Polo Club.
........providing growth equity to EU SMEs offering climate solutions and of Wermuth Asset Management GmbH, a family office and BAFIN-regulated investment adviser. He is also an investment advisory committee member of KENFO, Germany’s new €24bn sovereign wealth fund. His focus is on value investments with positive real returns over the medium-term and positive environmental impact. He supports Greenpeace and Greens.
The Green Growth Funds provide late stage venture/ early stage growth equity to resource efficient German and Nordic SMEs whose business helps to address a major challenge to humanity and has the potential to grow exponentially and eventually reach a billion clients. Typically, they are looking for support to grow in the EU and in emerging markets.
Jochen Wermuth is a member of Toniic’s “100% impact” Family Office Network, committed to investing across all asset classes with market returns and a positive impact; the “Europeans for Divest-Invest” an investor organization calling for divestment from fossil fuels and investment in the “new champions and opportunities” in the market-force driven global “green industrial revolution”, and the “Institutional Investor Group of Climate Change (IIGCC) whose members and affiliates with $28 trillion in assets call for adherence to the Paris climate goals, a price of CO2 emissions reflecting its cost - such as €130/ton as in Sweden – and disclosure of carbon footprints and business plans consistent with no more than 1.5 degree global warming.
From 1993-97 he was an EU-TACIS and World Bank financed adviser to the Russian Ministry of Finance, working on economic policy programs with the International Monetary Fund and Boris Yeltsin’s government. In 1997-98 he worked at Deutsche Bank in London, raising some $8bn in financing and setting up a new fully licensed bank in Moscow.
Born in Boston, Massachusetts, USA, to German parents, Jochen spent his childhood in Mainz, Germany, getting accepted to university prior to finishing high school. He studied Economics and Mathematics at Brown University from 1988-92, graduating with honors and magna cum laude with a BA in Mathematics and Economics and a Masters in Economics. He also passed his qualifying exams for a D.Phil. in economics at Oxford University, but still needs to submit and defend his thesis. He is fluent in German and English and speaks Russian and French. He is married to environmentalist Alexandra Kornilova. They live in Berlin with their three children.
Jochen enjoys dancing, meditation, massages, swimming, running, tennis and ultimate frisbee. He has served on the advisory boards of the Staatsoper in Berlin, the Global Policy Center at the Free University of Berlin, the World Economic Forum’s Community of Growth Companies (“the new champions”), the Liberal Mission of Russia, as chapter chair of YPO Gold Berlin and as co-host of CNBC’s squawk box and as a public speaker.
.... with more than 25 years of experience in operations, sales and finance. He’s dedicated much of his career to helping angel investors find clean technology and natural resource related investments in an effort to advance social change around the globe, while producing significant returns for investors. As founder of FullCycle, Ibrahim is focused on reversing the effects of climate change by accelerating the deployment of climate-restoring technologies.
Through this work, Ibrahim has developed an unparalleled network of industry leaders, investors, and entrepreneurs across the sustainability space. He has raised half a billion dollars of capital to back dozens of companies, and was an early investor in Tesla Motors, Infenera, Bloom Energy, and Proteus Energy, as well as well as Aspiration Inc., WePower, Cadence Health, Cornerstone Capital, and CleanChoice Energy, among others.
Throughout his career, Ibrahim has started and sold numerous businesses. He is the founder and managing partner of The Husseini Group LLC, a firm dedicated to facilitating, financing, and guiding ventures that embrace social enhancement and ecological sustainability. Additionally, he co-founded Natural Solutions Inc., a pioneer in the field of marketing of natural industrial cleaning products, PakIT Inc., a leading designer, developer, and supplier of cellulose fiber molding equipment to the packaging industry, Meca Communications, a company that designed and implemented private-label instant messaging strategies, and EcoPerks, a startup with a loyalty program for environmentally conscious consumers, among others.
Raised in Saudi Arabia by parents who are Palestinian refugees, Ibrahim moved to the United States for college in the early 1990’s, graduating from the University of Washington, where he launched his first multi-million-dollar business out of his dorm room. Ibrahim currently sits on the boards of more than half a dozen organizations that focus on the positive development of our environment and humanity, including The Culture Project and The Global Partnership for Women and Girls.
.......partnering with innovative seed companies. He was previously CSO of Global Clean Energy Holdings & Sustainable Oils; Manager of Business Development, IP & Alliances at Beckman Coulter; VP of Technology and Business Development at GenWay Biotech; and Research Director at Akkadix. At Mycogen, his group discovered most of the B.t. toxin genes. He was a Senior Research Microbiologist at American Cyanamid and Adjunct Professor at Rutgers University.
Jerry is an inventor on 14 U.S. patents & author of 40 publications. His educational background includes a B.S in Life Sciences at MIT, a Ph.D. in Genetics with Joshua Lederberg at Stanford University School of Medicine, and an NIH postdoctoral research fellowship at the John Innes Institute, Norwich, UK in Streptomyces molecular genetics where he cloned the first gene involved in antibiotic biosynthesis with a known biochemical role.
In over three decades he has developed one of the world’s most successful contract farming models.
Arvind has invested in several innovative and successful projects in the field of agriculture and agricultural value added products, and has advised companies globally in organic agriculture. His impact-award winning group companies are focused on benefitting the poorest farmers.
A past member of the YPO Board, he also served as the chair for S.E. Asia.
Arvind speaks seven languages and graduated in Economics from Heidelberg and Paris and the Sasin Institute of the Chulalongkorn University.
In this position, he serves as an adviser and investor for start-ups moving within finance, food/agriculture, and industry – all of which are undergoing massive transformation due to the impact of advanced technologies.
In addition to his role with Pandan Ventures, Chris is also the founder and Managing Director of two3six; a company focused on the nexus of operations, technology, and analytics and volunteers with the Cartier Women’s Initiative Awards supporting social & environmental impact businesses and CRIB, a non-profit focused on supporting female entrepreneurs.
Chris is also an operating adviser at Monk’s Hill Ventures, a series A-focused, SE Asian, venture capital firm. He is a member of the German Accelerator in South East Asia’s selection committee. He is also a mentor at the Chinaccelerator in Shanghai, China and the MOX accelerator in Taipei, Taiwan. In additional to these roles, he independently advises multiple start-ups in varying sectors within technology and business.
Outside the investment and technology spaces, Chris is a former US Air Force officer who focused on areas such as tactical communications and all-source intelligence. He also previously worked for the Under Secretary of Defence for Intelligence, providing technology advice and operational implementation recommendations.
Chris graduated from the University of Washington with a degree in Business; majoring in Information Systems. He later completed his Master of Science in Information System from Bowie State University and did his MBA at the University of Maryland.
Our infrastructure company is one of our strongest pillars in the family office. My role as a third generation differs, I believe in the idea of scaling up and adding value to life, by using the platform of infrastructure we wish to impact the world in the non-traditional manner.
Our family office focuses on creating an impact with every activity we are involved in. I have always been actively involved the business activities and our family foundation.
Impact on the traditional side meant living and building for the community. At our school we provide education to more than four and a half thousand students and additionally provide free girl child education. Education is the best gift one could give to anyone. We have also created a community gathering in the form of a temple which helps get people together in this fast paced life of technology.
Having worked on the non-traditional impact side, his goal is to bring financial literacy to India and scale it globally. Nevertheless, at this young age he also advises the India’s only impact creating financial institution for addressing the problem of credit scores and improving financial literacy and stability in a fast moving economy like India.
Development Oriented mind-set is the essential trait that shapes his personality. The advantage of his youth-spirit, present generation skills, experience and network harmonises well to achieve desired goals.Siddhant is an avid participant and also a speaker at distinct Global Wealth Management Conferences and Impact Investing summits. His passion lies in Impact Investing, Growth in India, Family Office Transitioning, Next Generation Leadership and Women Empowerment and Saving the Oceans.
His vision for results is one of his positive strengths and his active mind is already moving ahead.
....a venture “collective” that infuses a network of startups with a combination of smart capital and deep operational resources. Under Katie’s vision, Loeb.nyc has established itself as one of the most unique and nimble venture firms in the space, identifying nascent startups, funding, and developing them until fully-fledged. In early 2019, Katie led a full rebrand of the Loeb.nyc logo and website, capturing its futurist and flexible approach.
Katie is also responsible for the company’s proprietary event series, The Or Not Experience, a conference and salon series geared towards brand marketers that focuses on the latest trends and tactics in the investment space. The flagship event takes place every spring in Southampton, NY, and draws a crowd of over 200 attendees.
Katie began her career at Dstillery, a programmatic buying firm, where she established herself as a leader and was selected to relaunch the company’s newly acquired Self Service Platform. The experience gave her a taste of “intra-preneurship” and inspired her to find similar opportunities at other organizations. She began her career at Loeb.nyc in June of 2017 leading up the firm’s marketing and PR efforts, with a special focus on organization’s culture.
.....private debt, venture capital and real estate. In addition, he serves as a mentor for two startup accelerators. Prior to co-founding the Laughren Group, Mr. Laughren founded and managed Stone Laughren LLC, a private equity and venture capital advisory firm. Mr. Laughren has acted as a transaction advisor and an investor for 30+ years. He has been involved in M&A transactions totaling more than $50 billion in value and debt and equity raises in excess of $10 billion.
Mr. Laughren began his career at Goldman Sachs & Co. in Mergers & Acquisitions, working with Fortune 50 clients and top tier private equity firms. He then joined Scully Brothers, Foss & Wight, where he worked with General Motors on the disposition of several operating divisions. Upon graduation from Columbia Business School, Mr. Laughren joined JP Morgan where he worked in Morgan Capital Corporation, the bank’s venture and private equity investing arm. He subsequently moved into M&A to work with the largest industrial clients of the bank. Mr. Laughren was recruited to UBS Securities to set up and manage the cross-border M&A effort. He later joined Salomon Brothers (Citigroup) to work with the largest clients of the firm on M&A and corporate finance transactions. Mr. Laughren subsequently moved into technology investment banking where he advised on IPOs, private placements and debt issuance. He lest Wall Street to sell his family’s business and establish a family office.
Mr. Laughren received an AB in Philosophy from Columbia College, Columbia University and an MBA in Finance and Management of Organizations from Columbia Business School. Mr. Laughren’s community involvement has included being a volunteer interior firefighter and serving on the Board of the Catskill Forest Association, an environmental education non-profit.
......where he oversees all aspects of strategic planning and investments in public and private markets. Prior to Viewpoint, Geoff spent over a decade at Bank of America Merrill Lynch working in structured equity derivatives and convertible bonds, covering a range of clients including family offices, asset managers, and corporations.
Geoff is also actively involved in philanthropy and the foundations associated with the Viewpoint office, where the family focuses on education in the United States.
Prior to founding A.R. Schmeidler & Co. Inc. in 1971, the predecessor firm to ARS Investment Partners, LLC, Arnold Schmeidler was Vice President at A.W. Benkert & Company. He earned a B.S. in Economics from New York University and an M.S. in Finance from Columbia University, where he studied under David Bonbright, a protégé of David Dodd (Graham & Dodd). Over the course of his career, he has been quoted and/or interviewed by such publications as Barrons, Forbes, Fortune, Institutional Investor, International Herald Tribune, Money Magazine, The New York Times, The Wall Street Transcript and The Wall Street Journal. In the late 1970s, Arnold and ARS were sub-contractors to the Carter Administration to determine the finding costs of all forms of energy through 2020, and are listed for contributions to the National Energy Plan.
Before choosing the investment field, he considered a career as a classical pianist in which he was encouraged by friend and mentor, Artur Rubinstein.
In his free time Arnold continues to play and record classical piano and enjoys sailing with his family.
..... Originally the holding company of Fidia Farmaceutici SpA, one of Italy’s largest pharmaceutical firms, Fidia Holding SpA is a Private Equity/Holding Company operating as a Family Office. Fidia Holding SpA is an active investment company, focused on identifying, managing and ultimately selling industrial and financial investments in Europe, the US and emerging markets. Currently its portfolio focuses on financial services, real estate and energy. Its corporate offices are in Italy and the United States.
Fabrizio Arengi Bentivoglio graduated in Business Administration from Ca’ Foscari University of Venice, Italy and received a Master of Business Administration from New York University’s Stern School of Business, double majoring in Marketing and Management. Fabrizio started his career in management consulting with Ernst & Young in New York and subsequently held several positions at some of the most important pharmaceutical multinationals in the United States including, Hoffmann-La Roche, where he worked in finance, Pfizer, where he was responsible for business development, and Bristol-Myers Squibb where he held the position of marketing director.
Fabrizio draws on his extensive professional experience having worked in the United States, Europe and emerging markets such as China, India and Latin America.
Fabrizio sits on the board of Morrow Sodali Global LLC, a global governance consulting firm based in the United States; additionally he is a member of the Council on Foreign Relations and the Council for the United States and Italy.
..... with three decades of experience in information technology, consulting and finance. Opalesque, the first internet based media company focusing on hedge funds and alternative investments (2003), publishes six electronic publications to a global subscriber base of over 70,000.
The firm also produces the popular Opalesque.TV video series (www.opalesque.tv) with leading hedge fund personalities like Julian Robertson, Izzy Englander and many more.
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.
Lonnie’s professional passion is developing effective leaders who build organizations that have a lasting, multigenerational positive impact on society. And for the last 20 years he has been the co-founder/chairman of two leadership development firms that have provided individualized coaching and training to thousands of executives around the world.
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.
Lonnie has been married for 34 years to his childhood sweetheart and best friend, Shelley. Their four adult children and their spouses each own successful businesses which are bringing positive value to society. As a family, they enjoy hiking, backpacking, mountaineering, snow skiing, water sports, farming, and creating and performing music together. They live in a lodge on Snoqualmie Pass, Washington where they enjoy hosting retreats and coaching others on leadership, health, entrepreneurship and family legacy.
For the last 36 years she has been wife and partner in various ventures with the love or her life, Lonnie Gienger. They are the proud parents of four adult children and three spouses who all enjoy working together to use their businesses to build a better world.
Shelley loves mountain lakes and ocean beaches and is an avid hiker, backpacker, skier and yoga instructor. She invested 25 years homeschooling her children while also researching causes of unsolvable health challenges and helping people find solutions for optimal health through integrative and proactive medicine. She dreams of the day when hospitals are becoming empty because society is so healthy.
Along with many other publications featuring and highlighting her ventures, Chelann has been featured in HuffPost, EOFire, and was named in the Top 40 Millennial Influencers to Follow in 2018.
At 18 years-old, Chelann opened NUYU Juice Bar along with her partners. To date, NUYU Juice Bar serves hundreds of customers on a weekly basis in Yakima, Washington. In September 2019, she successfully sold this business.
Within a year of launching NUYU Juice Bar, Chelann started the Entrepreneur Before 25 Podcast out of a desire to inspire and unite young and like-minded entrepreneurs. The podcast features weekly interviews with inspiring entrepreneurs all around the world who started their entrepreneurial journey at the age of 25 and under.
In late 2017, with her immersion and growing influence in the young entrepreneur and millennial field, Chelann wrote and published Dear Millennial,: a compass to defining your unique purpose, pursuing a life of fulfillment, and building a legacy.
All Chelann’s ventures culminated into a rising passion to bring her empowerment of young entrepreneurs to a tangible level. This lead to her co-founding and becoming the Executive Director of Fulcrum Yakima in November 2018. Fulcrum Yakima is an entrepreneur innovation center and movement coming soon to Yakima Washington designed to help people live, learn and launch innovative solutions that build a better world.
Jurgen moved to New York City in 1988 to help found HUGO BOSS USA. There he led the development of the Administration, Logistics, Distribution, and Finance Departments, before assuming the position of SVP Sales and Marketing. In 1994 the then-fledgling Internet Industry presented an opportunity in Jurgen’s mind to realize his ambition of starting his own business.
He left HUGO BOSS to start NetFocus, Inc., the first comprehensive Internet Services Provider in Connecticut. In 1996 Jurgen identified what he thought was a huge untapped market and founded SpecialTeas, Inc. the eighth B2C Tea Ecommerce company listed on Yahoo. In quick succession, Jurgen added Tea Import and Wholesale divisions to broaden the reach.
In 2005 SpecialTeas merged with the leading US tea retailer TEAVANA Corp. to form TEAVANA Holdings. Jurgen proceeded to co-led Teavana to its successful IPO in 2011 and the subsequent sale of the company to Starbucks. Upon leaving the company in 2013 Jurgen turned his attention to impact investing, mentoring and the support of female-led start-ups.
Jurgen is active as Managing Director at Golden Seeds NY, Anchor Partner of Yunus Social Business, and Board Member at the Connecticut Institute of Refugees and Immigrants.
The largest company of its kind in America. Considered a sports marketing guru, Brandon built Steiner Sports from a one-room office, $4,000 and a single Mac computer in 1987 to a $50 million company today.
Brandon is a permanent fixture in the media appearing frequently on CNBC, CNN, MSNBC, ESPN, and in newspapers including the New York Times and the Wall Street Journal. The author of “The Business Playbook”: Leadership Lessons from the World of Sports and “You Gotta Have Balls”: How a Kid from Brooklyn Started from Scratch, Bought Yankee Stadium, and Created a Sports Empire, and his third book was just released titled “Living On Purpose”.
Brandon devotes time to supporting several charities, including Family Services of Westchester, an organization that helps provide quality social and mental health services for youth.
For over four decades, Peter has worked at major financial institutions including Goldman Sachs, Merrill Lynch, and most recently at AllianceBernstein (AB) where he served as Chairman and CEO, successfully leading the firm’s turnaround after the crisis in 2008. Throughout his career, Peter has been a vocal proponent of pay-for-performance compensation models and the need for trust between active managers and their clients.
After years of watching diminishing returns and increasing outflows, he concluded that a disruptive idea like performance-linked fees would only be successful in an entirely new firm, one built from scratch with client performance as its primary objective. That’s why Peter teamed up with Generali to launch Aperture in 2018.
Peter serves on the boards of multiple organizations including CalArts and the Capital Markets Institute of Third Way, and is the co-founder of The Kraus Family Foundation, a non-profit that supports public art and emerging artists. He is also the Chairman of Marstone, a leading independent digital wealth management platform. Peter received his B.A. in economics from Trinity College and his M.B.A. from NYU Stern School of Business. He and his wife Jill are avid collectors of contemporary art and enjoy spending time at their home in Dutchess County where they commission outdoor artwork.
You can check Peter’s status on FINRA’s BrokerCheck.
Clinical Professor at the University of Washington School of Medicine, Department of Psychiatry and Behavioral Sciences, she is also an Advisor to the Department of Genetics, Harvard Medical School, where she consults for the Personal Genetics Education Project (pgEd). Dr. Stangler has served for over a decade as Chief Medical Officer to an international family office in London and Liechtenstein, where she creates and implements programs of health, well-being and resilience for multidimensional financial, legal, educational and philanthropic components of the organization and the individuals they serve.
Founder and Principal of Genome Advisory, the premier global genomics consultancy, Dr. Stangler integrates her decades of expertise as a physician and psychiatrist with her unique understanding of wealth and its impact on individuals and systems. She is committed to helping families of wealth and their advisors successfully navigate the disruptive science of genomics, which offers both great opportunities for enhancement of health, well-being and lifespan, but also presents major risks to safety and privacy.
Dr. Stangler has unique expertise assisting families of wealth, their legal counsel, financial advisors and trustees with unprecedented ethical, social, legal, privacy, moral and behavioral quandaries related to the use of genomics. She tailors a bespoke approach incorporating personal and family values, mores, and culture, all critical components of decision-making in this new world of reading, writing, and creating biology.
Dr. Stangler incorporates genomics into philanthropy and legacy creation. She fosters the development of hyperagents of change, the next-generation of philanthropists and social entrepreneurs who connect financial capacity with resilient emotional disposition and moral compass. These collaborative visionaries are creating original solutions to problems of global health, poverty, climate and social justice.
From an early age on he was fascinated by the stock-market, making his first investment at the age of 13. This spurred a passion for value investing which, combined with an untameable entrepreneurial spirit, continues to drive him further to this day.
After several positions with Deutsche Bank (in Private Wealth Management and Investment Banking) as well as Roland Berger Strategy Consultants, he set up Paladin Asset Management in 2011, in order to manage his family’s assets in the public markets. The successful strategy was opened up for a selected number of long-term investors at the end of 2014 in the form of the company’s first public fund, Paladin ONE.
At Paladin Marcel and his team follow an approach that uses an exceptionally deep knowledge of accounting, valuation and financial modelling to systematically generate well above average returns. Paladin additionally invests in specific arbitrage-type situations, which enhance returns and significantly lower portfolio risks and volatility.
Marcel received a BSc in Economics from Queen Mary University of London at the age of 20 and is currently working on his Executive MBA at Oxford University.
.....advising on political-economic issues and the Post-2015 Development Agenda for the UN and the Economist Intelligence Unit (EIU).
He then ventured into the world of start-ups, entrepreneurship, and venture capital. Currently he works for a Hong Kong-based family office with a strong entrepreneurial ethos that invests in growth-stage companies, often taking an activist approach to management.
Born in Italy, he holds a B.A. in History and Archaeology from Queen’s University in Canada and graduated with merit from the London School of Economics with a Master’s in theory of international relations.
He is the Co-founder of Earth.Org, a social enterprise that uses AI and remote sensing technology to map natural ecosystems worldwide.
Based in Monaco, Apolis is a single family office whose main focus is private credit. Ilya was previously Director at Millennium Group AG (a family office with over $10bn at its peak), where he was responsible for public, private and fund investments globally, with a particular emphasis on yield generation. Ilya also held investment positions at the Russian sovereign wealth fund (RDIF), Moon Capital Management, Paladin Capital Group and D.E. Shaw.
He started his career as an investment banking analyst at Lazard in New York. Ilya studied Economics and Mathematics at Columbia College, Columbia University and Finance at University of Pennsylvania - The Wharton School.
......currently responsible for coordinating and overseeing acquisitions of seed stage through mezzanine equity of venture capital, utilizing private equity funding.
As of today having done more than $100 + million of venture capital and private equity transactions for his own family and several families within the United Arab Emirates.
As someone who is at the forefront of bridging emerging tech with traditional finance sectors, Mr. Janse brings a highly diversified skill set and industry experience from the past six years ranging from: trading of proprietary capital, commodities, equities, and bonds; and, acting in a general securities principal capacity overseeing branch activities such as corporate securities, REITs, variable contracts, and venture capital.
Grab is South East Asia's most valuable technology unicorn startup, provides ride-hailing, food-delivery, logistics delivery, payment & financial services via its integrated tech platform. Grab is the world's 3rd largest transportation platform after Didi and Uber, operates in 8 countries, and merged with Uber's SE Asia operations in 2018.
ILARIA was formerly an Executive Director at the Sales & Trading division of Goldman Sachs New York, focusing on Asia Equities. Amongst her top transactional highlights were the Initial Public Offerings of Alibaba.com, Prada, Samsonite, Youku.com, AIA Group, Agricultural Bank of China, Maxis Berhad, Samsung Life Insurance. Ilaria provided investment recommendations on Asia markets to > 15 top tier US-based institutional funds, with a combined AUM of >US$100 Bn. She was a top quartile performer 6 years in a row, and was promoted from Analyst to Executive Director within 3.5 years. Ilaria was also selected by Goldman Sachs as an interviewer, recruiter, forum speaker and mentor for the firm’s recruitment efforts.
ILARIA is a private investor, board director for multiple charities, independent consultant, and itinerant global speaker. Miss Chan holds a B.A. from Stanford University. She is also a freelance singer, concert pianist, food critic & restaurant judge, culinary school graduate, actress in musicals & plays, amateur photographer and an avid scuba diver.
In this capacity she has participated in transactions from various roles, limited partner, principal and advisor with venture capital, private equity, mergers & acquisitions and long short hedge funds including: Projects of Energy Investments Corp (Panama), Sands China, Ltd. (Macau), Frontier Resource Group (then privately held, now listed on SEHK), Starr International Co. Inc. (Asia), Dragon Capital Group (Vietnam), Vision Investment Management (Hong Kong) in strategic developments and Equinox Group (Nigeria).
She has served as a member and observer on various boards of portfolio interests, and has been seconded time to time to various organizations in special situations: She was Special Advisor to the Chairman of Equinox Group, a Nigerian based resource and real estate corporation on in bound investment projects; Special Advisor to the CEO of Sands China, Ltd., Special Advisor to the Deputy CEO of UC Rusal during their dual listing on the Securities Exchange of Hong Kong and NYSE-Euronext Paris Exchange, and Autorité des Marchés Financiers building out their compliance and institutional investor and retail programs; and Executive Advisor to the Chairman at Prudential Corporation Asia she advised on the proposed acquisition of $1.3Bn AIG Global Investments Asia Real Estate Fund portfolio.
Catherine holds a Bachelor of Arts from the University of California, Berkeley, in political science with minor in biochemistry, and Juris Doctor from Georgetown University Law Center with election to The Tax Lawyer as Associate Editor. Catherine is admitted to the New York State Supreme Court’s Appellate Division, First Department, and U.S. Federal District Court for the Southern District of New York and the State Bar of California.
The question is, does this culture come about by design or by default? The ones that come about by default rarely support keeping the family business in the family across the generations. What can a family do to develop and strengthen a culture that will support their deepest goals and values?
As a speaker, Mitzi Perdue draws on the experience of her family of origin, the Henderson Estate Company which dates back to 1840 and was the forerunner of the Sheraton Hotels (her father was co-founder and president of the chain). She also looks to her marital family (she’s the widow of Frank Perdue from Perdue Farms) that began in 1920. In both cases, family members in each generation put enormous effort into creating and maintaining strong, values-based cultures. Her talks stem from her lifelong observations not only of how her two families have kept together over a combined total of 278 years, but she’s also closely observed how other high net worth families, often ones she’s known since childhood, created and continuously strengthen positive cultures. She’s also observed almost countless cases where families that lacked a supportive culture failed spectacularly.
As a businesswoman herself, Mitzi founded CERES Farms, a major supplier of wine grapes to Joel Gott, Robert Mondavi, Kendall Jackson, Gallo, McManis, Sutter Home, and the Wine Group.
She was a syndicated columnist for 22 years, and her weekly environmental columns were distributed first by California’s Capitol News and later, by Scripps Howard News Service, to roughly 420 newspapers. Most recently Mitzi authored 52 Tips for Combating Human Trafficking. She’s the founder of the Global Anti-Trafficking Auction.
Laura Giadorou Koch, JD (Argentina), master’s in law (USA). CEO of Dolium Bodega Subterranea, a “B Certified Company”, awarded in 2014, 2016 & 2018 “The Best for the World in Environment” by B Lab.
Impact investor for over a decade focusing in microfinance, innovation technologies, food and education industries.
I have published articles for the Wall Street Journal, Real Leaders Magazine, Huffington Post, and several Argentine newspapers that reflect my values to create more transparency and partnerships. As well I give public speeches on impact investing and technology innovation solutions (United Nations, SAP, YPO Leadership Summit, Prestel & Partners, KivaU, Opportunity Collaboration. As well given lectures on social entrepreneurship and microfinance at NYU, Columbia University, Fordham University and public and private high-schools.
I serve in Board and Advisory Boards in several for profit that are exemplary in sustainability in the social and environmental space (Avangard Innovative, CoreBrick Europe, Nardagani). As well, sit on several boards of non-for-profit organization focused on scaling and advancing innovation in education with a focus on social and emotional intelligence skills (Million Peacemakers, Think Equal USA, Minga Peru, Real Lives, Eye to Eye National and BUILD). For YPO I have volunteer as Chair for the Social Engagement Network, Social Impact Counsel Networks, and Helping Disadvantaged Kids Network for close to a decade.
Also, during the ‘80 and 90’ practiced corporate law at several Wall Street law firm for practically two decades specializing in cross-border transactions for Latin American and European clients. License Lawyer for Argentina and NY State.
Served as a judge focusing on innovative Social Enterprise: Alquity Foundation, YPO Social Engagement Network, Ashoka and Accion Microfinance/La Idea Pitch.
Recognition: United Nations Social Impact Award (2018); Real Leaders: 100 Visionary Leaders (2015); B Corp Ambassador (2014).
Membership: The Economic Club of New York City (2012); Cosmopolitan Club (2005); Women Corporate Directors (2004)
Married with Michael Koch since 1991 and have two boys that graduated from Duke University and one in his last year at Princeton University.
I am living my “life purpose” that is to create awareness and inspire people and companies as a force for good. Sports: Tennis and Golf
Daniel also serves as a Managing Partner and co-founder of Radius Ventures LLC, a New York-based venture capital organization that invests in leading-edge, late-stage venture health and life sciences companies. In his role at Radius, Daniel focused on the firm’s investment effort in the healthcare services/IT sector, serving on numerous public and private boards, including Tabula Rasa Healthcare (NASDAQ: TRHC), Invicro, Aethon, Healthsense and Syft. Daniel is also Chairman of Upsher Management Company, a single family office built upon his family’s 85-year legacy as operators, clinicians and investors in the healthcare industry.
Daniel is a Trustee of the Center for the Study of the Presidency & Congress (Washington, DC), and is a member of the Board of International Councilors of the Harvard Kennedy School Belfer Center for Science & International Affairs (Cambridge, MA). He is also affiliated with the Endless Frontier Lab (EFL) at New York University’s Stern School of Business, where he serves as a Deep Tech & Life Sciences Mentor for EFL start-ups. Daniel has been a guest lecturer at leading business schools, law schools and major symposia on the topics of healthcare industry innovation, venture capital and direct investing, impact investing, family office formation and wealth/asset management. He is the Founder and Co-Chairman of the Family Office Roundtable (FORT), a unique academic-family business organization established in partnership with the University of Pennsylvania’s Wharton Global Family Alliance; FORT’s mission is to enhance the marketplace advantage and social wealth creation of ultra high net worth global families.
Daniel earned a B.S. cum laude in Foreign Service from the Georgetown University School of Foreign Service and an M.B.A. with honors from Harvard Business School.
She is Founder and CEO of Boundless Impact Investing, a market intelligence platform that provides high-quality, objective, and actionable research and tools to family offices and private investors interested in maximizing the social and environmental impact of their investments.
From 2010-2013, she was Vice President at Foundation Source where she built a knowledge platform on best practices in philanthropy that was used by a network of 1200 family foundations. From 2007-2008, Michele was the Director of Communications for Humanity United, a humanitarian foundation created by Pam Omidyar and eBay founder Pierre Omidyar. She has been involved in the successful development of more than two-dozen philanthropic and nonprofit start-ups, including her own, Tattersall Consulting, from 2002 to 2007.
Michele is regularly called upon for her innovative thinking about the impact investing and social innovation, and she sits on several boards. She is a graduate of Pennsylvania State University and has a Master’s in International Relations and Communications from Boston University.
He was the CEO of the SCS Holding AG from 1995 until May 2008, when the company was sold to Unibail-Rodamco. Since 2010, while still involved in some commercial real estate projects, he has been focussing his activities on impact investments in biotech, renewable energy, sustainable forestry and land development in Europe and South America.
He is fluent in Italian, German, French, English, Spanish, and is currently perfecting his Portuguese. He also has a CHPL (Commercial Helicopter Pilot License). While he was finishing his studies, he started working for the family real estate company in Austria. Through a series of buyouts, the group became the main owner of Europe’s largest Shopping Mall, the SCS, Shopping City Süd near Vienna.
Based out of the Boston office, her focus is advising families of significant wealth around the globe. Working with families and foundations, and their trusted advisors, she advises clients on investment planning, strategic and tactical asset allocation, and manager selection across public, private, venture and fixed income asset classes. Maureen has worked in the financial markets for over seventeen years. She began her career in fixed income trading and underwriting at JP Morgan.
After business school, she spent fifteen years working in the corporate sector where she held leadership positions at Fortune 500 companies operating units. Prior to joining Cambridge Associates, Maureen spent ten years at Bernstein Wealth Management. Her experience running companies brings a unique perspective to the families she works with, often business owners themselves, in charting an enduring and robust investment strategy.
He specializes in advising private families and family foundations on custom private investment portfolio construction and manager selection. Before joining Cambridge Associates, Evan was a Vice President on the Investment team at SF Capital Group. In this role, he managed a complex family office portfolio and implemented investment strategies across many asset classes including direct investments, venture capital, private equity, credit, real estate and hard assets.
Evan has also consulted for early stage, venture backed companies with respect to capital markets, growth strategies and operations. He began his career as an associate at Skadden, Arps, Slate, Meagher & Flom LLP in New York.
He is The Chairman and CEO of TechMet Limited, a private industrial company building a portfolio of world-class assets to secure supply of the metals critical to EV and Renewable Energy production. The company is focussed on projects which produce, process or recycle these “Technology Metals”, and currently has operations in North America, South America, and Africa.
Brian is also a principal and CEO of the Kemet Group. Kemet is a private group which invests in and manages a range of natural resource projects in East, Central and West Africa, ranging from base metals and gold, to forestry and agri-industry. The group also advises certain governments on Resource Policy and strategic transactions.
Brian serves as the CEO of Tinco Investments Ltd, an integrated Tin and Tungsten producer in Rwanda. He is a former Principal and Executive Director of Anglovaal Mining (AVMIN) with extensive Base Metal, Precious Metal and Ferrous Metal interests across Southern Africa, and a former Director of Anglovaal Ltd, a diversified industrial and mining holding company. Prior to Anglovaal, Brian spent 8 years with the De Beers Group.
Over the last 25 years, he has been a participant in mining and exploration, oil and gas, energy infrastructure, and agri-industry projects in 19 African Countries. He is also the Founder and Chairman of a family office providing Swiss private banking, asset management and advisory services to HNW emerging market clients.
Brian Ecker is a leader of Portfolio asset and investment management. Brian’s many years of managing one of the largest private agriculture portfolios in the United States he has acquired decades of knowledge in private portfolio asset succession. Brian has spent many years working closely with generational mining families building Headstream Capital Partners portfolio. With Brian’s knowledge and experience he has established Headstream Capital Partners with one of the largest Mining asset portfolios in the world including assets with some of the purist quality of precious metals and rare earth elements in the world.
........a private equity firm investing in companies that are harnessing proven technologies to accelerate solutions to the climate crisis. He co-chairs the investment committee and oversees all aspects of firm’s investment process from sourcing through divestment. Prior to joining FullCycle, Mr. Weiler was the Founder and Managing Partner of Cannonade Capital, a boutique growth equity firm based in New York City. He continues to serve as a board advisor to select companies affiliated with Cannonade.
Prior to Cannonade, Mr. Weiler was a Research Analyst at Point72 Asset Management, formerly known as S.A.C. Capital Advisors. While at Point72, Mr. Weiler was responsible for making public equity investments in the industrials sector, primarily in automotive and aerospace & defense companies. Prior to his time at Point72, Mr. Weiler worked as an Associate at MidOcean Partners, a middle market private equity firm with over $3.5 billion in committed capital, where he focused on investments in the industrials and business services sectors and served on the board of directors for select portfolio companies. Prior to joining MidOcean, Mr. Weiler worked as an investment banker in the Financial Sponsors Group at Bank of America Merrill Lynch, where he focused on advisory and execution for private equity related transactions across a variety of industries.
Mr. Weiler is a graduate of the Wharton School at the University of Pennsylvania, where he received a B.S.E. with a concentration in Finance and was a member of the Lantern Senior Honor Society.
He holds BA and MA degrees in natural science from Cambridge University, England, and MSc and PhD degrees in economic geology from McGill University in Montreal. He is a registered professional engineer in the Province of Ontario, Canada. He first worked as an exploration geologist for Anglo American/De Beers in Africa, mainly in alluvial diamond mining and exploration. Subsequently with INCO in Sudbury, Ont., he worked in research, exploration, and international mineral resource development.
He joined the United Nations Department of Technical Cooperation for Development and worked in the design and execution of mineral resource development projects in developing countries, primarily in Africa, Asia, and the Middle East.
Since retiring from the UN, Dr. Guy-Bray has consulted for various mining companies in Asia, Africa and elsewhere.
Ongoing active projects include building sustainable infrastructure for forest funds, ocean technology, inclusive health technology, renewable energy, eco-housing, blockchain, fintech, IOT and microfinance. An active impact investor member of Toniic.com. Innovative in sustainability and involved in the curation on the investing summit: www.decarbonized.org
Structured actions to inspire aligned investments into deep decarbonization technologies and growing alliances for active forest funds and CO2 capture technology partnerships.
Catalyst to expand banking the unbanked and lowering everyone’s costs/fees with a biometric smart ID/crypto wallet and « peer to peer » unique secure system of payments -Www.ethernom.com is all on a super chip card with an extended Extopay fintech dynamic global system. Fiona aspires to impact positive change together.
Tom directs all aspects of Brookwood’s and Yesway’s businesses, including managing operations, shaping and setting the company’s culture, values and principles, assembling and leading the senior management team, formulating and implementing investment and disposition strategies, and evaluating, structuring, and capitalizing the companies’ acquisitions. Tom is a member of Brookwood’s and Yesway’s Executive and Investment Committees.
Prior to founding Brookwood and Yesway, Tom was a senior executive with Winthrop Securities Co., Inc., a wholly-owned subsidiary of Winthrop Financial Associates, a Boston-based real estate investment and management firm. Before Winthrop, Tom was a Vice President at The Boston Company Real Estate Counsel, Inc., one of the first real estate investment advisors to large public and private tax-exempt pension plan sponsors in the United States. Tom currently serves as an Advisory Committee member of the Massachusetts Campaign for Children, a non-profit statewide child advocacy organization, a Director of the Princeton Association of New England, a Director of the Foundation for Excellence in Higher Education, a member of the Advisory Council for the James Madison Society at Princeton University, and a member of the Urban Land Institute.
Tom is a graduate of Princeton University and received a Master of Management degree from the Kellogg School of Management at Northwestern University. In 2004, Tom completed the Oxford Strategic Leadership Programme at the University of Oxford’s Saïd Business School.
..........who has guided the philanthropic efforts of an impressive clientele of celebrities, professional athletes, high net worth individuals and corporations.
He has been featured and interviewed by a vast array of news, sports, entertainment and philanthropy media including ESPN, HBO Sports, Forbes, USA TODAY, and Foundation News and is a guest columnist on philanthropy for Sports Business Journal.
Marc believes that everyone has an inherent desire to give back and leave some mark on society beyond fortune and fame. He is passionate about helping successful individuals identify and express that desire through consulting, mentoring and management of philanthropic assets.
Prior to entering the philanthropic world, Marc had an extensive career in academic Holocaust Studies, working with 1986 Nobel Peace Prize Laureate, Elie Wiesel. He was Founding Executive Director of the Zachor Institute for Holocaust Studies and founded The Elie Wiesel Institute for Humanitarian Studies. Marc has been recognized for his achievements as a recipient of the prestigious University of Chicago Alumni Award for Public Service and as a 2019 inductee into the Cleveland Heights High School Distinguished Alumni Hall of Fame.
Marc is known to work around the clock, but tries hard to make time to spend with his family, watching NFL football, the NBA, and romantic comedy movies.
Align makes direct investments in operating businesses, loan portfolios and special situations on behalf of a large US based family office. Prior to forming Align, Ms. Nekoranec spent over twenty years in private equity in the US, Asia and Europe. She has extensive experience working with family offices on direct investing and working with institutional private equity and venture capital funds. Her background includes direct investments in healthcare, technology, industrial technology, growth financings, multi-family and special situations. She has also made investments in private equity and venture capital funds.
Prior to working in the family office market, Ms. Nekoranec was a Managing Director and Partner at Investor Growth Capital, a Director at the Safeguard International Fund and a Senior Investment Manager at CMS Companies. Ms. Nekoranec has also worked for the Brookings Institution and the NASD where she did economic research on the public markets and supported publications on issues ranging from the budget deficit to infrastructure.
Ms. Nekoranec has an MBA from the Wharton School at the University of Pennsylvania and a BA from the University of Virginia. She is a co-author of How to Buy a Business: Entrepreneurship through Acquisition and a contributing author to The Complete Direct Investing Handbook: A Guide for Family Offices, Qualified Purchasers and Accredited Investors. Ms. Nekoranec serves on a number of non-profit boards and committees including the Board of Trustees for the Jefferson Scholar Program at the University of Virginia and the Investment Committee for the Sarasota Memorial Hospital.