The Speakers

After last years' fantastic event, we are delighted to invite you to register* for our next US Forum taking place on Oct 10th - 11th 2023 in New York City at the prestigious Harvard Club. 

The New York Family Office Forum takes place on Oct 10th - 11th 2023, and gathers 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 experiences.

We are currently working on the 2023 conference programme; should you wish to be involved in a prestigious speaking capacity, please let us know at speaker@prestelandpartner.com.

To see the 2022 Agenda, please click here.

*Private Family Offices and UHNWIs without any solution or service offering may join our forums for free.

2022 Speakers confirmed so far

Dr. M Bhupendra Kumar Modi
Founder-Chairman
Modi Holding

Founder-Chairman, Global Citizen Forum & Foreign Investors India Forum and Hon. President, World Federation of United Nations Associations....

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A billionaire, Global thought leader and a pioneer of the ‘Beyond 100’ philosophy, Dr. M has led many revolutions in technology innovation, entrepreneurship and social leadership to achieve global peace and human happiness. His many initiatives are directed at creating an ecosystem where everyone can live “happy, healthy and wealthy beyond 100.”

As Founder-Chairman of Modi Holding, an international business conglomerate with interests in Mobility, Finance, Healthcare & Wellness, Entertainment and Technology, Dr. M is known as a ‘Man of Many Firsts’, forging successful alliances with category leaders like Continental, Xerox, Alcatel, Telstra, Olivetti, Mediatek, KKR and Fountain Life etc. and bringing the latest global technologies to consumers in Asia. Some of these ventures such as India’s first mobile call have been instrumental in the development of the New Digital India that we see today.

As a global thought leader, Dr. M has worked extensively in the interfaith space in support of human unity and progress. He has authored multiple books on the subject and in the year 2000, was appointed ‘Coordinator’ by the United Nations for the Millennium World Peace Summit. His business endeavours in the field of entertainment such as the Bollywood movie Oh My God! And TV productions Buddha and upcoming Adi Shankaracharya are a refreshing take on interfaith knowledge which have been commercial and critical successes.

In 2013, he formed the Global Citizen Forum with the objective of creating ‘One World beyond gender, religion, nationality and boundaries’ to lead discussions with world leaders on issues of global significance. In 2019, he founded the Foreign Investors India Forum (FIIF), a HNI forum that seeks to promote international investment into India.

He was appointed ‘Honorary President’ by the World Federation of United Nations Associations (WFUNA)- A UN affiliated body with presence in over 100 countries. For multifaceted initiatives in business, society and culture, Dr. M was felicitated for his global leadership by former Singapore Prime Minister Lee Kuan Yew in 2009. He has been also conferred the Seal of US House of Representatives, in recognition of his “inspirational innovations and Humanitarian efforts Worldwide”; awarded ‘Ambassador for Peace’ by Universal Peace Federation, a UN affiliated NGO in 2014; is the recipient of a Lifetime Achievement Award by Channel News Asia in 2015 and was conferred the title of “Global Wellness Leader” by the American Academy of Anti-Aging Medicine in 2019, USA.

Pierre duPont

NextGen family member

Pierre duPont is a Partner at Cerity Partners. His primary activity is to help his clients live wisely with their wealth....

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....invest thoughtfully, operate their Family Offices, build their businesses and their philanthropic endeavors, and project their wealth forward to their descendants and the communities in which they live.

Pierre is also an active mentor of executives starting or growing their companies. Before joining Cerity Partners, Pierre was at Two Sigma Investments, where he raised capital for the firm's quant hedge funds, and he invested capital in private deals in the US, Mainland China and Israel. For most of his career, Pierre was a business executive and an entrepreneur, co-founding five software companies resulting in 1.5 IPOs, one acquisition and some spectacular failures.

After getting an engineering degree from Princeton University, Pierre started his career at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in AI, computational linguistics, parallel processing, computer graphics and what today would be called “big data.”

He is on the Management Committee of the New York Alternatives Investment Roundtable, and a Mentor at Cornell’s Smith Family-Business Initiative and for the Princeton Entrepreneurship Council. Pierre is on the Board of the International Foundation for Art Research and on the Advisory Boards of Shores Impact and HVN Travel Group, Inc.

Susan Danziger
Founder
The Spark of Hudson, HudsonUP, Wally Farms
Building Eutopia = a good place

Named one of 2021’s Worthy 100, Susan was honored for making a serious impact both personally and through her business....

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She has invested in approx. 100 start-ups and funds founded by predominantly women and BIPOC entrepreneurs/investors. Susan also founded Wally Farms, an experimental hub for climate, as well as The Spark of Hudson, a learning and community hub that launched HudsonUP, the first small city universal basic income (UBI) pilot.

Her family office is named Eutopia — Greek for a “good place,” not a perfect place.

Francesca Agostinelli

Entrepreneur Philanthropist

Francesca Agostinelli is an Italian business woman, entrepreneur and philanthropist....

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Resident in London, Rome, Paris and Palm Beach, Francesca is married to Robert Agostinelli and they have three children. A passionate advocate not just of the dignity of women but relentless advocate and supporter of greater opportunity for women in the workplace and commerce at large.

As a commercial and residential real estate advisor both in Europe and America while also active as Founder and Director of ERA international, a global luxury real estate brokerage firm, she has led by example.

Her primary business caters to high net worth families and assists and advises in a comprehensive manner consistent with client objectives; from identifying properties through to the ultimate closing.

Of course confidentiality is of the highest consideration.

She is also the President and Co-Founder of NetworkHER, an organization that seeks to connect professional women around the world. Through the NetworkHER community, women are supporting women.

Through her unique background and contacts, she is connecting women across all interests and fields - business, politics, media, philanthropy, academia, science and art.

This organisation is a dynamic combination of bringing women together in a spirit of collaboration rather than competition and supporting and guiding each other not just to build businesses but also creating a rare incubator where women can lean on each other’s experiences to support and guide each other to be more effective leaders in the workplace.

On the NetworkHer team there are multiple corporate leaders, successful entrepreneurs, social media experts and business consultants.

This growing global community of professional women provides a tangible platform where each of them can be a point of reassurance and a “real booster”, so to speak, for their respective professional goals.

She is the former President and Co-Founder of ILA (Influential Ladies Alliance), a multinational non-profit organization of successful entrepreneurial women.

Francesca Agostinelli is the former co-host of the TV show Bold Women of the new media start-up Bold, a digital news network committed to bipartisan dialogue and innovation for people, business and communities.

Her weekly interviews gave voice to dynamic and accomplished conservatives women with inspiring and empowering stories. Francesca Agostinelli is a benefactor of the Kirsten Haglund Foundation, which provides hope, networking and financial aid to those seeking treatment and freedom from eating disorders; and an active board member and supporter of other numerous charities and non-profit activities that support women and children such as; Techo, a non-profit organization that mobilizes volunteers to fight extremely poverty in Latin America, by contracting transitional housing and implementing social inclusion programs; Lady Garden Foundation that promotes Cancer Research UK and the Gynaecological Cancer Fund.

Francesca Agostinelli is the MC of The American Italian Cancer Foundation, a New York based non-profit organisation that supports cancer research, education and control, emphasising the outstanding resources of Italy and the United States, recognising world-class scientific excellence in medicine, and serving economically disadvantaged, medically under-served New York City women through breast cancer screening, outreach and education.

She is a trustee of Fundación Amigos Museo del Prado, a private, non-profit cultural institution whose purpose is to support the Prado Museum and the promotion and encouragement of all cultural actions related to its mission and activity.

Francesca Agostinelli also sits on the advisory board of the Robert F. Agostinelli Foundation, which provides support for American war veterans and broad based freedom agenda.

She has become increasingly active over the years in the organisations that the Foundation supports including the Warrior 100 veteran support effort of the Bush Institute as well as the National Memorial Day parade chaired by her husband.

Noah Berkson
Managing Partner
Austin Capital Family Office, SFO

Noah is the Managing Partner of Austin Capital Family Office, a SFO which invests in, builds and operates numerous financial service and fintech companies....

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Noah previously co-founded companies across payments-tech, health-tech, prop-tech and ag-tech. He founded Candor Ventures, an early stage investment fund and venture studio along with DevBase, a staff augmentation firm, both of which were acquired. Noah runs Venture Candor, a venture capital podcast, sat on the Board of Entrepreneurs Organization, a global non-profit empowering entrepreneurs and frequently guest lectures on Technology Entrepreneurship & Investing.

Alexa Rachlin

Family Member, Investor, Philanthropist

Alexa is an advisor to Declaration Partners, having played an instrumental role in the firm’s founding in 2017 and growth to date.....

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In her current role, Alexa is a Managing Director at Declaration Capital LLC, Declaration Partner’s anchor investor.

Alexa has over 15 years of investment experience, most recently serving as an Investment Director at Cambridge Associates in the firm’s private practice where she worked with family offices on asset allocation and manager selection. Previously she worked at Goldman Sachs in private wealth management. She started her career at Morgan Stanley in real estate investment banking.

Alexa graduated from Harvard College, cum laude, and earned her MBA from Harvard Business School with distinction. She served on the board of Lively, a Redesign Health portfolio company, until its recent acquisition by GN Hearing. She also serves on the board of Social Finance, a national impact finance and advisory nonprofit. Outside of work, Alexa enjoys travelling and spending time with her family.

Jennifer Wines
Founder
Invisible Wealth

Previously responsible for overseeing $1B of wealth, Jennifer is a former Private Wealth Advisor who founded Invisible Wealth...

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.....which provides strategic, future-forward, advisory services. Born in Mexico, to an Irish mother and a Mexican father, Jennifer moved ten times by the age of twenty - all over North America.

After law school, she embarked on a career in Private Wealth Management that immersed her into the world of immense wealth. Jennifer worked at some of the top Private Wealth Management institutions in the world, namely Goldman Sachs, JPMorgan, and Fidelity.

She earned her Juris Doctor from Suffolk University Law School in Boston and her Certified Private Wealth Advisor designation from Booth Business School in Chicago. While at Fidelity, she developed a proof of concept and prototype for an enterprise solution, which was advanced into incubation.

Her strong background with words (law) and numbers (finance), paired with her entrepreneurial spirit, make her a trusted voice on the topic of redefining wealth, for the New Wealth Paradigm. Invisible Wealth, the book, forthcoming in Q1 2023. Publisher: Wiley. “Vision is the art of seeing what is invisible to others.” – Jonathan Swift

Annie Knickman Plancher
VP Partnerships & Strategy
Social Finance

Social Finance is a nonprofit impact finance organization that builds innovative partnerships and investments to measurably improve lives....

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Annie leads the organization’s efforts around strategy, business planning, and growth evolution, as well as cultivating a community of funding and programmatic partners.

Prior to joining Social Finance, Annie was a management consultant at McKinsey and Company, where she worked with education organizations and healthcare companies on strategy, organization design, and operational effectiveness. She also launched Generation, a nonprofit founded out of McKinsey focused on supporting people to build skills and access high-quality careers.

Annie has a Doctorate in Education Leadership from the Harvard Graduate School of Education, where she studied funding flows in U.S. K-12 education, outcomes-based funding opportunities, and innovative ways to link K-12 education with postsecondary and career opportunities. She graduated summa cum laude from Harvard College, where she studied psychology and economics.

Atul Tiwari
CEO
Cult Wines Americas

As Chief Executive Officer, Atul Tiwari leads the team and is responsible for the overall strategy and development of Cult Wines Americas....

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Hailed by Investment Executive as ‘having a knack for knowing what’s next’, Atul is thrilled to have successfully married his extensive investment experience with a passion for wine to introduce this unique asset class to the Americas market. Atul leads with investment rigor, excellent client relationships and unparalleled knowledge of the asset class.

Atul’s background speaks for itself, before building Cult Wines Americas, he was employee number one at Vanguard Canada. As CEO for the company, together with his team, he helped pioneer ETF investing in Canada and grew the company from $3 to $30 billion in assets over 7.5 years. Prior to Vanguard, he held progressively senior positions at BMO Financial including senior vice president of BMO Asset Management, heading up the BMO US mutual fund business in Chicago before going on to lead the charge for BMO to enter the ETF business as the founding President of BMO Exchange Traded Funds. In 2018 he received the Indo Canada Chamber of Commerce award for Corporate Executive of the Year and has twice been named to Wealth Professional’s annual list of People to Watch in the industry. Atul is a member of the Independent Review Committee for Mackenzie Funds, a Director of the D.D. Foundation, which provides free medical care and education to the disadvantaged in India, a member of the Advisory Council for the CFA Society of Toronto and an Honorary Trustee of the Royal Ontario Museum.

In addition to his personal interest in wine, Atul has also managed a 4000-bottle cellar of fine Burgundy for the Toronto Chapter of the Confrerie des Chevaliers du Tastevin over a five-year period. After earning his law degree from Osgoode Hall Law School (Canada), he began his career in law, practicing in London (UK) and Toronto before transitioning to finance.

Favourite Wines

Atul loves and knows Burgundy very well, and he also enjoys Bordeaux and Italian wine.

David Homan
CEO
Orchestrated Connecting

David Homan is the CEO of Orchestrated Connecting, running an 1000+ community of influencers, family offices, CEOs, artists and many others.....

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He is the co-founder of Orchestrated Opportunities, an advisory firm working at the intersection of impact and access, which he launched after incubating an impact film company for the Dalio Family.

He serves on the Board of Ariel Rivka Dance, the Arthur Miller Foundation, First Republic FEA New York, and is an active classical composer most recently commissioned to re-score Stravinksy’s Firebird for Ballet Vero Beach.

He is the NYC Ambassador for NEXUS, and an advisor to circular economy fund Regeneration.VC along with several other companies.

Dominic Kalms
NextGen; Founder & CEO
bgenerous

Dominic Kalms is a multi-venture backed entrepreneur and philanthropist.....

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....with an expertise in Financial Technology (FinTech), Nonprofits, Donor Advised Funds (DAFs), and digital fundraising. He has raised over $120M in venture and philanthropic capital during his career and has been featured in an array of media publications (e.g. NBC, Forbes, CBS, Entrepreneur, BBC, Yahoo etc.) He was most recently profiled on the front page of Entrepreneur.com, as well as in the Goldman Sachs Philanthropy web series, and he recently guest lectured a course on Philanthropy at MIT. His latest opinion piece on corporate giving can be found on Forbes.com.

Dominic is also a well-known public speaker and has spoken at many global forums on Philanthropy and Financial Technology (e.g. Nexus Global Summit, Global Citizen Forum, United Nations, Social Enterprise Summit, TechCrunch’s Global Ventures Summit, Capital One Stories of Impact, TEDx etc.)

Today, Dominic is Founder/CEO of a new venture backed FinTech company B Generous, which is revolutionizing how people donate to nonprofits through the advent of the first ever philanthropic credit product, which allows donors to Donate Now, Pay Later. B Generous is backed by some of the top VCs, Banks, & institutional investors in the US.

Before his current company, Dominic was the Founder & CEO of GVNG which Forbes called "One of the most revolutionary platforms in the social impact space today." GVNG is a venture backed technology company that facilitates the creation of instant digital charitable giving accounts. Many of the world’s leading public figures, philanthropists, & corporations have used GVNG to start and run their charitable projects. Dominic remains on the Board and is the President of the Company today.

Prior to building technology companies, Dominic managed philanthropic foundations at Global Philanthropy Group (GPG), a private strategy consultancy which advises high net worth individuals, celebrities, & corporations on impact work. At GPG Dominic advised and ran the foundations for many of the world’s top philanthropists. GPG was acquired by Charity Network in 2017.

Dominic also sits on the Fundraising Board of Forest Whitaker's Foundation: The Whitaker Peace & Development Initiative (WPDI) & Val Kilmer's TwainMania Foundation.

Dominic started his career at HSBC and Citibank, he then worked at the United Nations for the Afghanistan Ambassador, and then in U.S. Senate. Dominic was born in Hong Kong, raised in London and now lives in LA & NYC. He holds a B.A., cum laude, from NYU and a MA from Columbia University.

Martijn Dekker
Co-managing partner
Aurivos Group

He is a strategic business executive with expertise in the energy industry in leadership positions covering all aspects of upstream oil and gas and developing clean energy strategies....

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Mr. Dekker has expertise in technology, commercialization, and growth strategy for clean fuels, including hydrogen and biofuels. He has a strong track record of collaboration, innovation and delivering value for all stakeholders.

Prior to founding Aurivos, Mr. Dekker was Vice-President Strategy & Portfolio at Shell where he led the development of Shell’s hydrogen strategy, carbon offsets strategy, development, and implementation of digitalization strategy and refreshing the technology strategy and portfolio. Previously Mr. Dekker held various technical and business roles in Shell’s Upstream business, including Vice President Americas Exploration, Development Manager for groundbreaking Gulf of Mexico projects.

Mr. Dekker holds a MS in Chemical Engineering from the University of Technology Eindhoven, Netherlands and a MS in Business Management from Aberdeen University, United Kingdom.

Marina Hadjipateras
Co-Founder & General Partner
TMV

Marina Hadjipateras is the General Partner and co-founder of venture capital firm, TMV....

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...where she invests in early-stage founders building companies that will reshape industries and inspire new ones—with a focus on transforming the supply chain, transportation and logistics industry to become more efficient and sustainable.

Prior to TMV, Marina served as Vice President of Investor Relations for Dorian LPG, her family’s 150-year old maritime business, where she led their in-house roadshow, raising $135M and taking the company from inception to a successful IPO in 2014 (NYSE: LPG). She went on to form Filotimo Partners in order to build out the private investment arm for her family, which included the development of a next-gen investment plan and deployment of multiple venture investments.

She has since received the NYOT Innovators and Disruptors Award for Venture Capital. Marina has served for over a decade as Vice Chair of the INTERTANKO Environmental Committee, where she collaborates closely with the IMO (International Maritime Organization) to develop lasting, innovative solutions that create a positive impact on our oceans and surrounding environment.

She is a mentor for Endeavor, a leading global community of high-impact entrepreneurs committed to building thriving ecosystems in emerging and underserved markets across the world. Marina is a graduate of the United States Merchant Marine Academy’s STCW program and earned her B.A. from Georgetown University.

Jonathan Stevenson
EVP
Cult Wines Americas

Jonathan Stevenson brings over ten years and extensive experience in the alternative investment sector of fine wine to his role of Executive Vice President at Cult Wine Investment.....

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In 2021, he was appointed to oversee Cult Wine Investment’ global expansion into North America and is responsible for growing the U.S. client base. 

Previously, Jonathan was a Sales Manager for the company, based in London and responsible for running the UK sales team.

Jonathan began his career at Cult Wine Investment as a Portfolio Manager after graduating from Newcastle University (UK) with a degree in Marketing and Management. 

Leon Marshall
Global Head of Sales
Genesis

Marshall leads the global institutional sales team and is responsible for accelerating Genesis’ client acquisition and revenue expansion strategy....

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Marshall began his career on the sell-side at UBS as a commodity options trader. He subsequently held senior portfolio management roles at Swiss commodities firm Trafigura and US private equity firm Apollo Management. Prior to Genesis Marshall served as an advisor on strategy and business development and co-authored blockchain research papers for crypto firms in London and Berlin.

Marshall holds an MBA and is a recipient of the Sari Scholarship from London Business School. He also holds a B.A. in Philosophy, Politics & Economics from the University of Oxford.

Sue Nickason
VP
Dart Family Office

Sue is a VP at Dart Family Office in the Cayman Islands...

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​She represents Dart at single family office gatherings and on advocacy and thought leadership initiatives, and assists other families interested in learning about Cayman’s value proposition for the purposes of corporate relocation or residency.

Originally from Canada, Sue moved to the Caribbean over a decade ago.

She holds an MBA from the University of Guelph and a BA from Mount Allison University, as well as certificates in board directorship, investment migration, revenue management and protocol.

She serves on the boards of Cayman Finance and the Cayman Islands Family Office Association, and she is a member of Private Client Global Elite and 100 Women in Finance.

Bill Wolf
Chief Investment Officer
Archblock

Bill is Chief Investment Officer of Archblock, the company that created and continues to incubate TrueFi, the blockchain credit lending marketplace....

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​He has been in the specialty finance/lending, investment banking and asset management industries for over 30 years.

Bill was a managing director at Goldman Sachs, HSBC and Credit Suisse. After 20 years advising companies on mergers and acquisitions and leading equity and debt financings, Bill co-founded and led as CEO, Lobo Leasing Limited, a global aviation leasing and specialty finance company focused on helicopters, based in Dublin Ireland. Bill left Lobo Leasing, where he remains Chairman, to assume his current role at Archblock.

Bill graduated cum laude from Amherst College with a bachelor’s degree in Economics and also holds an M.B.A. from Harvard Graduate School of Business.

He lives in the San Francisco Bay area with his wife and three children.

Adam Caller
Founder
Tutors International

Adam Caller is an expert in private tutoring, an entrepreneur, and a highly respected education consultant.....

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In 1999, he founded Tutors International, a world-class private tutoring company for UHNWIs that specialises in full-time residential private tuition. Tutors International is based in Oxford, England, but has a global client base.

A former schoolteacher, Adam has academic excellence at the heart of his company. This, combined with his entrepreneurial acumen, has earned Tutors International a reputation for skilfully merging superlative standards and educational innovation. From sourcing tutors for families living on superyachts, to founding micro-schools in the Puerto Rican mountains, Adam has the expertise to support the most unique requests to suit lifestyles and educational ambitions across a wide range of families.

Adam has extensive experience with students of all ages and backgrounds. He began teaching in 1987 while still an undergraduate at Glasgow University, before receiving his teaching qualification from the University of York in 1991. He has received specialist training in the non-medicinal management of dyslexia and Attention Deficit Disorder. Adam has also worked as a private tutor for prestigious families across Europe. His experience, insight and drive ensure that he is at the forefront of improving standards across the industry and a leading voice in education affairs globally.

To distinguish himself and his company, Adam is committed to delivering a level of personalised service that is unmatched by other private tutoring firms. A customised global search is conducted for every tutor according to the individual specifications of each Client.

Adam is highly sensitive to the educational and personal needs of children. Having worked for high-net-worth families himself, he is adept at building rapport with all stakeholders, garnering a thorough understanding of the unique aspects of UHNW living.

Adam Caller is well-known and accomplished figure in premium education worldwide.

Fiona Banister
Impact Investor
Decarbonized.org

Fiona Banister is a multidisciplinary catalyst for human rights, social good, climate resilience and sustainable development worldwid....

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Her goal is to create positive impact and innovate change. With a global team of scientists, farmers, technologists, social impact investors, youth and family offices, she is curating the deep decarbonization impact investing climate summits and ongoing climate tech panel series: decarbonized.org.

Aligned with an international network, her current focus is on cultivating core impact projects that help the environment and empower humans to invest and participate with the lens of the 17 UN SDG Goals. This includes collaboration on sustainable infrastructure for regenerative forest holdings, decarbonizing shipping, marine protection technology, inclusive health technology, renewable energy, eco-green low-income housing, blockchain, fin-tech, IoT, organic food and micro-finance.

Driving for an equal access to opportunities for the “inbanked”, she is involved in a disruptive fin-tech banking system using a smart biometric ID/wallet for peer-to-peer payment technology. Extolab.com and Ethernom.com.

Fiona is an impact investing member of FO groups and participate with Nexusglobal.org and www.amazoninvestor.org groups. She is an alliance builder for conservation and sustainable projects.

Inspired by the vital human rights actions of the Indian environmental lawyer M.C.Mehta, she is advocating for environmental education programs so to cultivate the next generations as our climate leaders and stewards. As a trained Waldorf teacher, parent, biodynamic gardener, herbalist and yogi, her alchemy is in respecting biomimicry and learning lessons from nature.

Fiona believes that if you can see a problem, then you can collaborate to create the impact solution and plant an organic seed for the next generation to grow.

XPRIZE Rainforest team ACTNOW Amazonas Action Alliance is Co-lead by Fiona Banister, Naira Tukano, (www.cobracanoa.com) Ecuadorian Amazonian Indigenous environmental biologists, Brazilian environmental lawyers and global teams aligned with vital groups empowering change. ACTNOW we are in development of robotic tech for climate monitoring, health kits and clean water filtering technology.

Kyle Verma
Senior Manager
Fidelity Digital Assets

Fidelity Digital Assets SM which provides enterprise grade digital asset solutions for institutional investors. Kyle works closely with institutions including family offices...

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.. Registered Investment Advisors, hedge funds, corporations, and endowments on their digital asset management strategies.

Prior to joining Fidelity Digital Assets SM , Kyle spent time with Bitwise Investments a Crypto asset manager focused on creating investment products for Registered Investments Advisors.

Before Bitwise he served for three years as Senior Regional Investment Consultant at Fidelity Institutional Asset Management. In this role, he developed and managed relationships with wealth management firms, broker dealers, RIAs, and insurance companies.

Nathaniel Hannan
Current Tutor
Tutors International

Nathaniel Hannan is a private tutor and independent educational consultant who has served families spanning thirteen countries since 2006....

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He specialises in delivering the full range of the USA high school curriculum as well as university-level instruction to only one student, full time, and has achieved particular success in transforming the educational experiences of students who have special educational needs. A true all-rounder, Nathaniel also prepares students for American standardised tests and assists them in achieving university admission.

Having graduated from both the University of Notre Dame and Oxford University, he began teaching in traditional classrooms in the Washington DC area at Trinity School and DeMatha High School before transitioning to private service. In the years since, his track record of building successful educational pathways for students has been recognised in the Financial Times, The Guardian, CNBC, NBC News, and numerous other media outlets.

Joanna Dunckley-Philips
Client Account Manager
Tutors International

Joanna Dunckley has worked with Tutors International for over 12 years, initially as a full-time tutor and, more recently, working on the corporate side in the role of Client Account Manager...

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As a daughter of teachers, Joanna was brought up in an educationally conscious environment. She started tutoring mathematics and flute to her peers, aged 16, and has been teaching or learning ever since. She is fully fluent in French, Spanish and English.

Having studied Marine Sciences at Southampton University, and having completed a Maitrise in Oceanography at the Universite de Bordeaux, Joanna embarked upon several years of travelling, volunteering and working as a marine scientist and diving instructor in Indonesia, the Seychelles and Fiji before she settled into a career as an educator on a full-time basis.

Joanna finished her PGCE in London, where she focused on secondary mathematics. In addition to being a maths specialist, Joanna is highly experienced across all the sciences, as well as several languages. This all-roundedness has seen her teach a wide variety of subjects and students, all around the globe, most notably onboard a superyacht in the South Pacific, as well as two years in Mustique.

Joanna particularly enjoys teaching through practical experiences and travelling with her students to bring learning to life. She believes a well-rounded education is so much more than just what happens in the classroom.

Her wealth of experience, working closely with UHNW families and depth of understanding of the bespoke nature of each tutoring role, is now being directed toward ensuring the all-important match between the client family and their tutor.

Sid Powell
CEO & Co-Founder
Maple

Sid Powell is the CEO & Co-Founder of Maple, and with his Co-Founder Joe Flanagan launched Maple in 2021...

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Maple is an institutional capital network, providing the infrastructure for credit experts to run on-chain lending businesses and connecting institutional lenders to innovative, blue-chip companies. Built with both traditional financial institutions and decentralized finance leaders, Maple is transforming capital markets by combining industry-standard compliance and due diligence with the frictionless lending enabled by smart contracts and blockchain technology. Loans are issued on-chain, providing unparalleled transparency as lenders can view exactly where funds go and can monitor the performance of underlying loans in real-time. Over $1.8BN loans have been issued on the Maple platform since its launch.

Sid comes from a background in debt capital markets and institutional banking. During his career in traditional finance, he participated in $3BN+ of corporate bond issuance, established and ran a $200M+ bond funding program, and managed Treasury at a commercial lending FinTech company. At National Australia Bank he worked as a Senior Associate and then moved to Angle Finance where his role was Portfolio Manager and then Treasurer.

With his background in the traditional finance industry, Sid knew that Web3 tech could solve inefficiencies in traditional markets and developed Maple to bring debt-capital markets 100% on-chain using smart contracts to remove time and cost frictions, and blockchains for immutability.

Sid graduated from the University of Adelaide with a Bachelor of Finance/LLB and completed a Bachelor of Business Administration at HEC Montréal. He is currently based in Miami, US but is from Australia.

Victoria Gibbs
COO
Tutors International

Victoria Gibbs is the COO at Tutors International, the bespoke education provider for high and ultra-high net worth families....

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With a background in audit from PwC, Victoria joined the corporate team at Tutors International in 2011. She had a pivotal role in the structural transformation of the company and continues to facilitate its evolution as a growing enterprise. Within the company, she is known for her calm and measured approach to problem solving, her diplomatic skills and her continuous pursuit of knowledge.

As COO of Tutors International, Victoria is involved with a range of projects, from the tiny details of daily operations right up to company structure, mergers, and acquisitions. She is a natural connector-of-people, and a capable generalist with the ability to fulfil many different functions and specialities within the company.

Victoria is passionate about education and is a self-proclaimed life-long-learner. She completed her TEFL and TESOL qualifications (teaching English to speakers of other languages) during her gap year, where she also sailed in the Tall Ships Races and discovered a love of sailing. She speaks reasonable Swedish and is currently brushing up her French and Spanish skills.

She read Politics with European Studies at the University of Exeter. Victoria went on to study an MA in War and Society and was elected Vice President of the Post Graduate Guild of Students. She has most recently completed an MA in Education from the University of Bath.

Victoria’s professional interests lie in the intersection between education and the future of work, with a particular focus on the role of educators in preparing children for remote working positions. She volunteers as a co-opted governor at her local primary school and serves as the honorary secretary for a local charity which combats homelessness.

Wendy Diamond
CEO/Founder
Women's Entrepreneurship Day Organization

(WEDO) / #ChooseWOMEN, a non-governmental volunteer organization and global initiative celebrated in 144 countries, and universities/ colleges worldwide with the mission to economically empower WOMEN in business to alleviate poverty........

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Ducere Advisory is a family busines consultancy which develops programmes to maintain family cohesion, family governance structures and smooths the path of succession.

She is the founder of LDP Ventures (SFO) investing in social impact disruptive technologies and funds making a positive imprint on this world including: Perceptive Capital, Bidversity, OpenGrants, Light Line Medical, Sensorium, EFF Ventures, ASALP, Pocket Network, Producers Market, CoinFund, Basepaws, OP Crypto, Crescent Capital, Valt Fund, Gaingels, Waggit, QuantumRock Technologies, Tooth and Tailz, LOOK Lateral Art, IPWE, Trust Circle, Blocktower Capital, Infinigon Group, SAFE Health, Farma Trust, Breathometer, IGP Energy, Snakt and many more!

Wendy has authored ten widely celebrated books, garnered three Guinness World Records, and has appeared in media outlets including CNBC, Oprah, NBC's Today Show, Bloomberg, The New York Times and Forbes. She has also been a featured keynote speaker at the United Nations, Davos, and Harvard University.

Wendy sits on the Boards of Ellis Island Honors Society, Global Alliance For a Sustainable Planet (GASP), Girls Club Capital, Global Women in Blockchain, Humane Society of New York, and Grey Muzzle Foundation.

Prior to WEDO, after learning 12 million animals were euthanized annually, Wendy founded Animal Fair Media, Inc the premiere pet lifestyle media platform bridging celebrity and pop culture to support animal rescue/welfare.

Monica Ho
Institutional Capital
Archblock

Monica Ho is the Senior Manager of Institutional Capital at Archblock, a decentralized credit marketplace that offers globally accessible, diversified investment opportunities.....

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Monica has worked in the banking and capital markets sector for ten years, with a focus in private credit and direct middle market lending.

Prior to joining Archblock, Monica was a member of the Capital Formation team at Varagon Capital Partners and the Finance team at Antares Capital. Monica also worked in the financial accounting advisory and external audit service lines at Ernst and Young.

Monica is a CFA charterholder and a CPA, and earned her Master of Accounting degree from the University of Florida.

Bijan Foroodian

Family Principal

Mr Foroodian is part of the team at a private family office and an active investor...............

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In his current role he looks at a variety of investments from early stage private to large cap public companies. His career includes a brief tenure at New Jersey based MPI after having served as Principal of a London based multi family office firm focusing on PE deals in the financial services industry. Mr Foroodian’s experience includes his roles as chief investment officer of Inflection Point Capital Management, Chief investment officer of Innovest Strategic Value Advisors, Vice President of Dresdner Kleinwort Benson, Barclays Global Investors and Mackenzie Financial.

Mr Foroodian is a CFA charter holder. He completed his studies at the University of Oxford in Engineering, Economics & Management and has a MBA from Imperial College.

Gaetano Crupi
Partner
Prime Movers Lab

Gaetano is a Partner for Prime Movers Lab where he invests both in early-stage and growth-stage companies...

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​His areas of interest include energy transition, agriculture, transportation and infrastructure. Gaetano currently serves on the boards of portfolio companies Mycoworks, Atom Computing, Gilgamesh Pharmaceuticals, Oceanix, and Bandit. Gaetano is a three-time entrepreneur and brings his experience building companies to evaluate opportunities and supports portfolio CEOs in scaling world-changing companies. Obsessed with building teams and organizations, he co-founded and served as CEO of Cabin Technologies, the tech-enabled long-distance mobility company solving intercity travel, and was responsible for launching their never-before-seen, actively suspended cabins that makes highway travel smoother than trains.

Previously, Gaetano was the COO of Betable, the world’s first fintech/game-engine platform powering real-currency play in apps across any platform or device. In 2006, Gaetano founded Machina, a production company focusing on web series, music videos, and commercials during the transition to digitally-consumed content. Gaetano was nominated for a Grammy in 2013 for his work with Foster the People and also produced Beyonce’s “Move Your Body” video for Michelle Obama’s “Let’s Move!” project. Before becoming a producer, Gaetano was a consumer and retail investment banker at Goldman Sachs in New York. Gaetano is an alumni of Wharton and the Stanford Graduate School of Business. Having grown up in Brazil, Venezuela, Canada, and the United States, Gaetano speaks three languages fluently and lives to explore.

Seth Spreadbury
Family Office Practice Leader
Marsh & McLennan Agency LLC

Seth Spreadbury is the National Family Office Practice Leader for Marsh & McLennan Agency, works directly with more than 75 single and multi-family offices...............

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....and consults with hundreds more, on insurance and non-insurance risk management solutions. His unique skillset and experience as a management liability insurance underwriter enable him to help professional service companies and other organizations grow by ensuring they have proper coverage. Seth received the “Rising Star Award” in 2018 for his outstanding accomplishments as a new MMA consultant.

Prior to joining MMA, Seth spent 10 years with Chubb and Travelers in both underwriting and alliance-building positions. His time with these leading insurance carriers gives Seth a wealth of knowledge and first-hand experience into how insurers price, structure and underwrite the technical policies within executive liability insurance coverage. His technical know-how gives clients confidence that their risks are being transferred appropriately to insurance. Among others, he’s well-versed in errors and omissions (E&O), directors and officers (D&O), fiduciary, crime, and cyber liability insurance.

Outside of the office, Seth spends time contributing to the Family Office industry at large, including speaking at association events and conferences and contributing articles as a guest writer to industry magazines. In addition, he works as a family office advisor at the Family Business Center at University of St. Thomas, and serves on the Human Rights Commission for his hometown. When he’s not working Seth can be found at the family cabin with his wife and two children.

Richard Beleutz
Founder & Chief Executive Officer
AIR Asset Management

Richard Beleutz is AIR Asset Management's Founder and Chief Executive Officer and is responsible for overseeing the firm's strategic direction and driving growth.................

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Mr. Beleutz is also the Chair of the firm’s Executive Committee. He has over 25 years of experience in various capacities in the investment industry. He has closed over $1B in transactions for companies and investment products, has extensive deal experience in private equity and investment banking, and has an operations background as a former principal of three hedge funds. Mr. Beleutz has a well-established track record in the life settlements space, which began in 2006 when he eventually launched his first life settlement hedge fund in conjunction with a life settlement brokerage business and a life expectancy company. He also has a background in life insurance and annuities that dates back to 1993, when he began his career as a financial advisor with Ameriprise.

Mr. Beleutz is considered a thought leader in the alternative investment space and actively participates in industry interviews and conferences. He earned a Bachelor of Arts in Economics from the University of Michigan and holds Series 7, 9, 10, 24, 63, and 79 securities registrations.

Ches Snider
CFA
21Shares

Ches is responsible for the U.S. research distribution for institutional and retail channels. For the past 8 years, Ches focused on Mutual Fund and Separately Managed Account sales across the U.S. which included the wirehouse, regional, independent, and RIA channels.....

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Prior to that, he distributed idea driven equity research to long-only, institutional asset managers and long-short hedge funds for 10 years.

Upon leaving the U.S. Navy in 1998, he began his career in finance as a listed equity block trader for Bear Stearns.

Ches graduated from the U.S. Naval Academy with a B.S. in English where he was a 2-year varsity letterman in football. He also earned the Chartered Financial Analyst designation in 2004.

Caleb Carr
President & CEO
Vita Inclinata Technologies

Mr. Caleb B. Carr J.D. is the Chairman of the Board of Directors and Chief Executive Officer for Vita Inclinata Technologies, a Denver, Colorado based aerospace and industrial company....

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Caleb started his career as a volunteer search and rescue tech for Multnomah (Oregon) County Search and Rescue. A mentor and fellow volunteer suffered cardiac arrest while on a night-training mission, and this accident became the genesis of Vita Inclinata. Caleb graduated from the University of Colorado at Denver with a Bachelor of Science in Neuroscience and a Bachelor of Arts in Public Policy. He also enrolled in the Mitchell Hamline School of Law and graduated with a Juris Doctor (focused on corporate law and civil litigation.)

Currently, Caleb is completing final course work for his Master’s in Business Administration from Penn State University. Caleb continues to serve as a volunteer firefighter, search and rescue tech, and Assistant Professor of Entrepreneurship at the University of Colorado. His work at Vita Inclinata Technologies has won recognition such as “Forbes 30 Under 30” for the Manufacturing and Industry category, Titan 100 CEO winner, and the Ernst & Young Entrepreneur of the Year for the Desert Mountain Region. He has rung the NASDAQ opening bell, and been published in Forbes, CNN, CNBC, Fast Company, NBC News, and many other outlets for his work.

Scott Dahin
CEO
Tricore Investment Group, LLC

Detail-oriented, strategic thinker, and ethical leader, Scott proudly leads TriCore Investment Group as the CEO....

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​ He is directly responsible for communicating on behalf of the company with shareholders, government entities and the public. Scott leads in the development of the company’s short and long term strategic plan as well as creates and implements the company’s mission and vision. Through his leadership abilities and real estate acumen, Scott has earned a flawless and stellar reputation for exceptional results in transactions and investor satisfaction.

A native of Fort Myers, Florida, Scott started learning the family business at an early age, which resulted in him flipping his first property at age 20. He has worked a multitude of roles and assignments, getting his start in real estate with Keller Williams, emphasizing in residential and later in commercial, with a specialization of self-storage, RV/boat storage, and conversions. His most notable roles have been VP of Acquisitions at Home Star Storage, President and CEO of Libon Capital, and Principal and Sales Associate with Axcess Capital Solutions, LLC.

In his free time, he has become an invaluable member of his local community giving freely of his time and expertise to local causes that help the less fortunate and improve the social good. His service has included time with the Jaycees, the local Young Professionals Network, and volunteering at a local animal pantry. He is a devoted father and loving husband, centering his life around his wife and children.

Marcus Faller
Executive Vice President
Tricore Investment Group, LLC

Marcus Faller, as the Executive Vice President – Capital Development, Tricore Investment Group - Self Storage Funds....

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​He is is a sales/marketing and investment management professional with over 25 years of diversified business upper management experience.

He has held exedcutive positions with leading Real Estate investment and Fortune 50 companies, as well as, premier Wall Street investment and Venture Capital firms.

Mr. Faller achieved a BSBA Degree in Marketing and Finance from the University of Central Florida, and a MBA in International Finance from Arizona State University – School of Global Management with further Master Degree (MSM) graduate study at Rollins College. He also, attained Florida Real Estate and Contractor’s Licenses, in addition to Securities Series 7, 22 and 66 Investment Licenses.

Ernest Miller
CEO
Bluescape Clean Fuels

Ernest Miller is the co-founder and CEO of Bluescape Clean Fuels, a company that makes renewable gasoline from feedstocks such as biomass and municipal solid waste....

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In 2020, Mr. Miller partnered with Bluescape Energy Partners to lead a management buy-out of the $100mm+ assets of Primus Green Energy to form BCF. BCF has recently announced a business combination with a NASDAQ-listed firm, Cenaq Energy Corp. (NASD: CENQ), that will result in the company being publicly traded. The newly combined company will remain under Mr. Miller’s leadership and be called Verde Clean Fuels trading under the symbol VGAS.

Mr. Miller started his career with Shell focused on trading and risk management in the newly deregulated natural gas market. Following deregulating commodity markets, Mr. Miller joined PanCanadian Energy Services to help bring the company into the deregulating U.S. electricity market. Shortly thereafter, Mr. Miller was recruited to Calpine Corporation, a start-up independent power producer, which quickly became the largest IPP in the U.S. At Calpine, Mr. Miller was responsible for the development and financing of six industrial cogeneration power plants (>4500 MW) along the Houston Ship Channel and the U.S. Gulf Coast and the acquisition of three existing power plants. This activity represented over $4 Billion of capital invested in less than 5 years.

Mr. Miller holds a Bachelor of Science from the University of the South in Sewanee, Tennessee and Master’s Degree in Natural Resources Development from Texas A&M University.

Eliézer Ndinga
Director Research
21Shares

Eliézer leads the research department at 21Shares....

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He has helped grow assets from $20 million to over $2 billion in assets by providing insights into crypto markets including DeFi, NFTs, crypto infrastructure, and patterns associated with the global economy and geopolitics.

His research is often featured in Bloomberg, Business Insider, and other leading news outlets to build crypto products and tokens ahead of market trends and help financial institutions, journalists, regulators, and the community navigate the cryptoasset industry.

Experienced as a Venture Capital Associate in New York investing in seed and early-stage companies, including a billion-dollar Fintech startup, Eliézer's experience in crypto started in 2014.

He obtained his master's degree in International Business with Honors and wrote his master's thesis on how the Bitcoin network could improve financial inclusion in developing economies.

Cindy Gallop
Founder & CEO
MakeLoveNotPorn

She is the founder and CEO of MakeLoveNotPorn, the world’s first human-curated, user-generated social sex videosharing platform – ‘Pro-sex. Pro-porn. Pro-knowing the difference’....

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Cindy Gallop graduated from Somerville College, Oxford University, and has spent 37 years working in brandbuilding, marketing and advertising, 16 of them for global creative agency Bartle Bogle Hegarty (BBH), for whom she founded their US office. She was voted Advertising Woman of the Year in 2003.

She is the founder and CEO of MakeLoveNotPorn, the world’s first human-curated, user-generated social sex videosharing platform – ‘Pro-sex. Pro-porn. Pro-knowing the difference’ – which she launched at TED in 2009.

She is Entrepreneur In Residence at Susan Danziger’s family office Eutopia Holdings. Cindy speaks at conferences around the world and consults, describing her consultancy approach as, “I like to blow shit up. I am the Michael Bay of business.”

Eric G. Major
Chief Executive Officer
Latitude Consultancy

Mr Major is one of the world's foremost specialists in residence and citizenship-by-investment, an industry pioneer with over 25 years in the Investment Migration field...

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​Between 1997-2011, he was the Founder and Managing Director of HSBC's Global Investor Immigration Services, where he and his team raised over USD 2 billion in capital and facilitated the successful migration of over 5,000 families to Canada, the United Kingdom, Singapore and Hong Kong.

As the former CEO of Henley & Partners, he presided the firm’s impressive growth between 2011-2016 that led to the opening of over 20 offices and the launch of 4 new programs, including the highly successful Malta citizenship program.

In 2017, he founded Latitude Consultancy Limited, a leading international firm providing residency and citizenship solutions to private clients, as well as advising governments on how to attract significant foreign direct investments to their shores through such programmes.

Over the span of his career, he and his team have raised over USD 5 billion in capital in over a dozen countries, including Canada, the United Kingdom, Malta, Hong Kong and many Caribbean nations.

Mr Major holds a Bachelor of Arts in Economics from the University of Western Ontario and a Masters of Sciences in Economics from the University of Paris I (Panthéon-Sorbonne).

LinkedIn profile: https://www.linkedin.com/in/eric-major-17977867/

Christopher Willis, IMCM, RCIC
Managing Directory
Latitude Consultancy

Christopher Willis is the Managing Director of Latitude Consultancy and is responsible for Government Advisory services and Programme Delivery......

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He has been involved in the immigration industry since 1995 and is a member of the College of Immigration and Citizenship Consultants (CICC), the Canadian Association of Professional Immigration Consultants (CAPIC) and the Investment Migration Council (IMC). He sits on the Board of the CAPIC Quebec chapter as well as the National lobbying committee.

His office is the Regional Representative Office (RRO) for the Investment Migration Council in the Caribbean.

He has been educated in the United Kingdom and Canada and has owned and managed immigration firms in London, Montreal and the Caribbean. He is fluent in English and French and is involved in fund raising for philanthropic causes.

Piet Jansen
Managing Director
Yes We Can Healthcare Group

Yes We Can Youth Clinics is recognised as the world-leading treatment centre for 13-25 year olds suffering from a wide array of mental health issues...

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...addictions and related behavioural disorders. With a global reputation for excellence and the highest staff to client ratio in Europe (400+ staff vs 170 beds) over 8,000 young people have been through the Yes We Can Programme and gone on to rebuild their lives.

Piet Jansen is the Managing Director at Yes We Can Youth Clinics. As a Keynote speaker at many events, he enjoys grasping the attention of any audience, addressing universal issues that often resonate long after the event has passed.

Of Dutch origin, yet a true internationalist having studied International Affairs and having lived in Salamanca, London and Bordeaux, he now travels the world on behalf of Yes We Can to build a network of like-minded professionals to help as many families in need as possible. His mission is to create a world- leading environment where every young person can feel safe and be given a reason to change. “Young people getting their lives back on track motivates me to carry this message around the globe. Seeing hope and joy return in the lives of others is my raison d’être. There is nothing more powerful than seeing these apparently broken flowers reach for the sun and stand straight again in all their beauty.”

Falon Fatemi
CEO
Fireside

Falon Fatemi is the CEO of Fireside which she co-founded with Mark Cuban....

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Fireside is the first is the first interactive Web3 streaming platform for the best professional creators and brands to accelerate building their own studio, network, and streaming platforms of the future. Utilizing proprietary technology within Fireside's web 3 virtual production studio, creators can produce and distribute live video and audio programs that enable them to connect in real-time with their audience and feel the ‘heat’.

The business model allows creators to own their audience, control their content, and get access to viewer analytics that help them predict successful shows/IP. The Fireside platform is Web 2, 3, and Metaverse compatible with multiple monetization opportunities including NFT powered network memberships. Via Fireside, entire new entertainment formats are being invented by Jay Leno, Melissa Rivers, Craig Kilborn, the cast of HBO's hit show Entourage, and more.

Falon was previously Google’s youngest employee and is a Fortune 40 Under 40 in Technology winner. In 2020, her previous company Node, an AI as a service company, was acquired by SugarCRM.

Rob Mallernee
Founder & CEO
Eton Solutions

With 30+ years of experience in ultra-high net worth wealth management, Rob co-founded and led Eton Advisors....

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....the highly successful multi-family office that initially developed the AtlasFive platform. Rob’s passion for systems development and client service led him to establish Eton Solutions as a technology and services provider to the ultra-high net worth office.

Prior to Eton, Rob held key roles at the UBS Multi-Family Office Group, the Private Asset Management Group at NC Trust Company, Arthur Andersen, and Price Waterhouse.

Adam Phillips
Partner
BlueBay Asset Management

Adam joined BlueBay in October 2020 and is the Head of DM Special Situations and the lead portfolio manager for the DM Special Situations Strategy and the Event Driven Credit Strategy.....

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Prior to joining BlueBay, Adam was Head of Investments at Blantyre Capital where he helped to deploy Blantyre’s first special situations fund. Earlier in his career, Adam was a Partner and CIO of Marathon Asset Management’s business in Europe which he built and managed from 2003–2012.

Prior to this, Adam was Head of High Yield & Distressed for Lehman Brothers in Europe and Head of the Value Impaired Asset Group for Standard Bank in Asia. Adam stared his career at British & Commonwealth Merchant Bank in 1989.

Adam holds an MPhil in Land Economy from Cambridge University and a BA (Hons) in Economics from Heriot-Watt University.

2021 Speakers

Alexander Hoare
Family Member
C. Hoare & Co. partners

Alexander is the first of the eleventh generation of C. Hoare & Co. partners.................

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A graduate of the University of Edinburgh (B. Com (Hons) Marketing), he joined the bank in 1987 from PA Consulting Group where he worked as a marketing consultant. From 2001 to 2009 he was Chief Executive Officer of C. Hoare & Co.

Alexander is a leader in the field of social and impact investing and a founder partner of Snowball LLP. He serves as president of the Groupement Européen de Banques; as a patron of Royal Trinity Hospice; and as chairman of the trustees of Intermission Youth Theatre.

Alexander is married with family. He enjoys tennis and sailing.

Seth Spreadbury
Family Office Practice Leader
Marsh & McLennan Agency LLC

Seth Spreadbury is the National Family Office Practice Leader for Marsh & McLennan Agency, works directly with more than 75 single and multi-family offices...............

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....and consults with hundreds more, on insurance and non-insurance risk management solutions. His unique skillset and experience as a management liability insurance underwriter enable him to help professional service companies and other organizations grow by ensuring they have proper coverage. Seth received the “Rising Star Award” in 2018 for his outstanding accomplishments as a new MMA consultant.

Prior to joining MMA, Seth spent 10 years with Chubb and Travelers in both underwriting and alliance-building positions. His time with these leading insurance carriers gives Seth a wealth of knowledge and first-hand experience into how insurers price, structure and underwrite the technical policies within executive liability insurance coverage. His technical know-how gives clients confidence that their risks are being transferred appropriately to insurance. Among others, he’s well-versed in errors and omissions (E&O), directors and officers (D&O), fiduciary, crime, and cyber liability insurance.

Outside of the office, Seth spends time contributing to the Family Office industry at large, including speaking at association events and conferences and contributing articles as a guest writer to industry magazines. In addition, he works as a family office advisor at the Family Business Center at University of St. Thomas, and serves on the Human Rights Commission for his hometown. When he’s not working Seth can be found at the family cabin with his wife and two children.

Ray Lewis

Pro Football Hall of Fame

Ray Lewis is widely considered to be one of the most dominant defensive players in the history of the NFL.....

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Lewis led the Baltimore Ravens to victory in Super Bowl XXXV (where he was named Super Bowl MVP) and again in Super Bowl XLVII, in what would be his final game of his career. Lewis is only the second player in NFL history to win both the NFL Defensive Player of the Year and Super Bowl MVP awards in the same year (2000). In 2018 he was inducted into the Pro Football Hall of Fame in Canton, OH.

Over the course of his career in the NFL, Ray Lewis was able to build several successful businesses. After successful investments he has built a multi-million dollar brand and is also an accomplished author with a New York Times best seller in 2015. Mr. Lewis has been a successful investor putting money in solar energy, real estate along with software and technology. When he is not working on his businesses you can see him on Showtime’s inside the NFL and also makes guest appearances across all major television networks. Outside of his business career Lewis is involved in charitable activities, motivational speaking, and mentoring.

Lewis has recently launched his Podcast “Everyday Greatness” The Ray Lewis Podcast which has received overwhelming reviews. His future objectives in business is to leverage the available assets within the inner cities to create jobs, drive growth, and improve quality of life through corporate relationships and minority business development.

Dikembe Mutombo

Humanist & NBA legend

NBA Hall of Fame Dikembe Mutombo was born in the capital city of Kinshasa in the Democratic Republic of the Congo.....

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Mutombo is the seventh of ten children born to the late Samuel and Biamba Marie Mutombo.

He arrived in the United States in 1987 on an academic scholarship to attend Georgetown University in Washington, D.C. In his second year, legendary basketball coach John Thompson invited the 7'2" Mutombo to try out for the university's renowned basketball team. After joining the team, Mutombo re-directed his pre-med ambitions and graduated from Georgetown with dual degrees in Linguistics and Diplomacy.

Mutombo is fluent in nine languages, including five African languages. He played professional basketball in the NBA for 18 years before retiring from the Houston Rockets in 2009.

Giving back has always been a trademark of Mutombo ever since he entered the NBA in 1991. As a former spokesman for CARE, the international relief agency, Mutombo visited the Somali refugee camps in Northern Kenya in 1993 and traveled with NBA Commissioner David Stern and Georgetown colleagues Patrick Ewing and Alonzo Mourning to Cape Town and Johannesburg.

In 1996, Mutombo paid for the Congo's women's basketball team's trip to Atlanta for the Summer Olympics games and also picked up the tab for the track team's uniforms and expenses. He is the first Youth Emissary for the United Nations Development Program (UNDP) and he also served on the Advisory Board for the Fogarty International Center at the National Institutes of Health.

Mutombo presently serves on the boards of the Centers for Disease Control (CDC), National Constitution Center, Special Olympics International and on the National Board for the U.S.Fund for UNICEF. He is also a member of the Concordia Leadership Council.

In 2009, then NBA Commissioner David Stern appointed Mutomboto the newly created position of NBA Global Ambassador where he continues to work to grow and celebrate the game of basketball through international sporting events while working with NBA Cares to bring attention to important social issues.

Honors and Awards:

Dikembe Mutombo is the Chairman and President of the Dikembe Mutombo Foundation which he created in 1997. Headquartered in Atlanta, Georgia the Foundation's mission is to improve the health, education and quality of life for the people in the Democratic Republic of the Congo. One major project of his foundation was the construction of a new general hospital in the capital city of Kinshasa. In December 2007 and at a cost of $29 million, the Biamba Marie Mutombo Hospital opened in the DR Congo. Named in memory of Mutombo's beloved mother, the hospital has treated over S00,000 patients.

The Foundation's next project is the construction of the Samuel Mutombo Institute of Science & Entrepreneurship in the city of Mbuji-Mayi (the ancestral village of Dikembe's late parents). The new school is scheduled to open in September 2021.

Dikembe Mutombo and his wife Rose live in Atlanta, Georgia with their 3 children.

Dr. William J. Parker III

Dr. William Parker has enjoyed sailing since the age of seven, when he spent the summer with his family on a three-masted vessel along the Eastern seaboard of the United States....

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This love of the sea has translated into a distinguished Naval career, spanning several decades. He now focuses on environmental philanthropy, and technical research to find better ways to protect the planet's oceans. His dedication to safeguarding the marine environment led to his part in the Emmy-Award winning movie, Sonic Sea (www.sonicsea.org )

Parker is advancing technology for decarbonizing shipping. He has an engineering degree from the US Air Force Academy, a master’s from Harvard University and a PhD from the George Mason University Department of Molecular and Microbiology.

Danny Hughes

Social Entrepreneur, Author, Advocate

Danny Hughes is one of the most sought after and in-demand strategic business advisors and social impact accelerators.....

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Guiding family, private wealth and endowment funding sources dedicated to making an impact, consulting numerous social entrepreneurs and innovators, and coaching champions and influencers aiming to leave a legacy beyond the game. He is a frequent Keynote Speaker and contributor at leading US and global Family Office, Private Wealth, Alternative and Impact Investing conferences.

In 2003, he co-founded Broadlook Technologies and in the span of a decade, tens of thousands of global users recognized Broadlook as an innovation leader in real-time data crawling, parsing and aggregation to power leading recruiting and HR, B2B sales and marketing, and data service operations. Broadlook united with Ringlead to build and deploy a complete end-to-end Data Orchestration platform for Salesforce CRM and leading MAS and DAAS, which in turn was acquired by ZoomInfo.

Today, Danny is an active investor, sits on the boards of for-profit social ventures and non-profit endeavors, and commits his active consulting practice towards early stage and growth social ventures, philanthropy and impact entrepreneurship. Mr. Hughes was recently added to the Board of Directors of The Giving Back Fund to provide support on impact investing and venture philanthropy initiatives of 450+ celebrity and athlete foundations and charities.

Active projects include Impact Deposits Corporation, Blue Mahoe Partners (Jamaica and Caribbean Growth and RE funds), Vytal Health, SGE, Adventures in Medicine, Arlington Healthcare, Bring Back the Blue, Bioscience Growth Partners, A Hero Foundation (Hire A Hero), George Group North and Building Blocks for Affordable Housing.

Hughes is also the founder of Athletes Influence and the “Capital Untapped” series of content, delivered through both digital platforms and Keynote/Panels for leading financial and investor related conferences and events. Aimed to elevate the social business, philanthropic and legacy building ventures of both active and former professional athletes and facilitate relationships with the alternative and impact investor communities to fund their projects and accelerate social change.

Danny recently joined 1913 Media Group as an advisor, investor, Board Member and will serve in a Corporate Development capacity. 1913 Media Group is meeting the exploding appetite for entertainment content by changing the way that small budget, “pre-sold” (under $10M) film and television projects are identified, secured, managed and financially engineered to appeal to the private, alternative and impact investors, eager for tax strategies and Alpha returns.

Hughes also co-founded bioscience Growth Partners to support the go-to-market strategy and distribution of BioLab Sciences solutions in regeneration, recovery and wound care. BioLab Sciences proprietary My Own Skin (™) changes the way podiatry, wound and burn care accelerates patient recovery.

He is a Co-Founder/Partner of LOHAS Advisors, who works specifically with Family Offices and Foundations to identify direct and private placement, venture capital and private equity investments in socially responsible opportunities that matter most to them.

Julien Haccoun
Principal
Steinmauer Family

Julien Haccoun is a principal at Steinmauer Family, a French family office.................

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Mr. Haccoun also manages Monceau Real Estate, the real estate investment arm of the family office. In this capacity, Mr. Haccoun is responsible for the company’s acquisition platform and capital markets efforts.

Mr. Haccoun is a Licensed Realtor and Certified General Contractor in the State of Florida. He is a graduate of Paris X University and the University of Chicago.

Anthony Scaramucci
Founder and Managing Partner
SkyBridge Capital

Anthony Scaramucci is the Founder and Managing Partner of SkyBridge Capital................

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He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President.

Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.

n 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012.

In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017.

Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.

Andrzej Skiba
Head of US Fixed Income
RBC Global Asset Management (U.S.) Inc.

Andrzej is responsible for the US fixed income investment team based in Minneapolis (MN) and Stamford (CT)....

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Andrzej joined BlueBay in February 2005 and, following the combination of BlueBay’s US business with RBC GAM-US in November 2021, is responsible for the US fixed income investment team based in Minneapolis (MN) and Stamford (CT).

In 2013, Andrzej moved to the US from London to oversee the buildout of global investment grade capability. This followed a period from 2009, where he was a portfolio manager responsible for corporate investments within BlueBay’s IG strategies. Andrzej spent his first four years at BlueBay as a credit analyst covering the TMT, utilities and retail sectors for the Investment Grade team.

Prior to BlueBay, Andrzej worked for Goldman Sachs as a credit analyst covering European investment grade telecom, media and utility sectors. Andrzej holds a BSc (Hons) in Management and International Business Economics from UMIST and is a CFA charterholder.

Vianney Mathonnet
Director
Kappafrik Group

Vianney Mathonnet is the Director of Family of Kappafrik Group an Africa-focused Single Family Office.................

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He worked widely across Sub-Saharan Africa in the energy, hospitality, and infrastructure sectors with a proven experience in management, private equity, and venture capital. In Central and Southern Africa, Mr. Mathonnet was in charge of internal auditing and cost optimization for multinational companies and managed various African profit centers with up to +400 employees. In West Africa, he spearheaded the expansion of the Kappafrik Group Family Office and lead several M&A and RTO.

He is a Director at the Board of multiple public and private companies all involved in private direct investments on the African continent such as the Impact Investment Cooperative, Kapower, and Reservoir Capital Corp. (REO.CN) investing in baseload clean power assets. Mr. Mathonnet is an advisor to Adalabs, a pan-African incubator specialized in Blockchain, AI, and smart technologies and has undertaken various investments in real estate, tourism, digital marketing, and micro-finance as an angel investor.

Mr. Mathonnet holds a BSc in Management and is a Certified Financial and Modelling Analyst.

Ronnie S. Stangler, M.D.
Chief Health and Well-Being Officer
Private Single Family Office

Ronnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City................

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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.

Michele Demers
Founder and CEO
Boundless Impact Investing

Michele has 20 years of experience as a philanthropy executive, strategist, and social entrepreneur................

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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.

Ella Chase Hyland
NextGen, Entrepreneur, Family Member
Wellth Works

At Wellth Works, we understand the challenges of navigating a complicated family dynamic, wealth transfer, and defining one’s individual identity..............

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especially for the next generation of ambitious, intentional women. We seek to empower the rising generation with the tools and resources they need to communicate and bond with their families through connection and shared experiences, shared and evolving values, and a desire to cultivate a life of purpose, significance, and joy.

Michelle Langdon and Ella Chase Hyland established Wellth Works in 2016, after a year of intensive global research and development aimed at bringing global tools and resources to multi-generational Families of Influence. The Wellth Works team has deep, personal experience in multi-generational wealth, providing a unique vantage point to address challenges across the spectrum. Michelle is a G2 asset recipient and experienced the dynamics of building, growing, and ultimately selling a family business, as well as the consequences of such a decision. Ella is a G6 asset recipient from a hundred-plus-year family and has seen the burdens and blessing of complex, multi-generational preparation and transfer.

The team has a collective 25 years of experience in behavioral economics, diplomacy, international conflict resolution, negotiation, and closing multimillion-dollar deals with both Fortune 500 executives and billion-dollar privately held companies. Both founders deeply believe in experience through travel as a great equalizer and game changer for personal and professional enhancement. Collectively Ella and Michelle have traveled to over 90 countries enjoy sharing their insights and lessons learned to families and family offices of all sizes.

www.wellth-works.com

Ida Beerhalter
Co-Head
IOME Family Office

Ida Beerhalter is heading IOME, a private investment partnership of women principals from the Gulf with its head office in Riyadh, Kingdom of Saudi Arabia.....

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Additionally she currently serves as member of the Board of Trustees of Astia, USA a unique not-for-profit organization build on a community of over 3000 experts dedicated to propel women’s full participation as entrepreneurs and leaders in high-growth businesses, fueling innovation and driving economic growth, as member of the board of Trustees of First Light Trust, United Kingdom, a grass-roots, community-based charity which assists the 'hard to reach' veterans by providing physical, emotional and psychological aid, as Investment Partner at MedXperts, a Germany-based investment and consulting firm with the focus in the HealthTech and Life Sciences Sectors, as Investment Advisor at Bellwald Partner GmbH, Switzerland, the investment arm of a multi family office, as Strategic Advisor to Impact Investment Partners LLP, United Kingdom, specialized in investing in critical service sectors in emerging markets, as Advisor to Yunus Social Business GmbH, Germany, dedicated to setting up and investing in non-dividend companies created to solve sustainably social or environmental problems, as Member of the advisory board of Social Business Earth, Switzerland, dedicated to raise the awareness on Social Business and to create new social businesses that will benefit the poor and the disadvantaged in countries around the globe, as Advisor to Omnia Strategy LLP, United Kingdom & USA, a worldwide strategic 360° liaison agency for companies and investors, as Consultant to Shanghai Biomedical Enterprise LLC, Hong Kong, as Director Corporate Affairs at Cardionovum GmbH, Germany, specialized in Drug-Eluting technologies and biodegradable vascular scaffolds, and as Advisor to MedPrivee, Germany, which she co-founded in 2011. Ida is registered acquisition coach at High-Tech-Gruender-Fonds, Germany, which is managing two +250 mio € seed fonds and which has helped to start up more than 300 companies since 2005 in Germany, and serves as juror and coach at the European Venture Contest, which identifies each year the most promising European companies from the LifeSciences, ITC and CleanTech sector out of more than 700 companies.

Prior to her current roles she served as Investment Partner at Bellwald Partner GmbH, as Head of Business Development at NonWoTecc Medical GmbH, as Vice President Business Development at mNEMOSCIENCE GmbH, and as Director Business Development, Sales Manager and, Training and Education Manager at the KRAUTH group. Before joining the KRAUTH group, Ida served as European Marketing Manager at Medtronic Inc., and as Marketing Manager at both AVE GmbH and Cordis GmbH, the latter of which is where she started her career.

Michelle Langdon
NextGen, Entrepreneur, Family Member
Wellth Works

At Wellth Works, we understand the challenges of navigating a complicated family dynamic, wealth transfer, and defining one’s individual identity..............

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especially for the next generation of ambitious, intentional women. We seek to empower the rising generation with the tools and resources they need to communicate and bond with their families through connection and shared experiences, shared and evolving values, and a desire to cultivate a life of purpose, significance, and joy.

Michelle Langdon and Ella Chase Hyland established Wellth Works in 2016, after a year of intensive global research and development aimed at bringing global tools and resources to multi-generational Families of Influence. The Wellth Works team has deep, personal experience in multi-generational wealth, providing a unique vantage point to address challenges across the spectrum. Michelle is a G2 asset recipient and experienced the dynamics of building, growing, and ultimately selling a family business, as well as the consequences of such a decision. Ella is a G6 asset recipient from a hundred-plus-year family and has seen the burdens and blessing of complex, multi-generational preparation and transfer.

The team has a collective 25 years of experience in behavioral economics, diplomacy, international conflict resolution, negotiation, and closing multimillion-dollar deals with both Fortune 500 executives and billion-dollar privately held companies. Both founders deeply believe in experience through travel as a great equalizer and game changer for personal and professional enhancement. Collectively Ella and Michelle have traveled to over 90 countries enjoy sharing their insights and lessons learned to families and family offices of all sizes.

www.wellth-works.com

Wendell Potter

Author, Medicare advocate

Wendell Potter previously held executive positions with Humana and Cigna and, after a crisis of conscience....

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....became a whistleblower and healthcare reform advocate.

He has testified before Congress on how insurance companies contribute to spiralling health costs, and he’s a New York Times bestselling author who has written four books on healthcare and the influence of corporate money on democracy. Wendell founded and serves as the president of two organizations – the Center for Health and Democracy and Business Leaders for Health Care Transformation.

His articles and commentaries have appeared in The New York Times, The Washington Post, Fortune, Newsweek and numerous other outlets, and he is a frequent guest on major cable news networks.

Joanne Lu
Principal
Empira Global Single Family Office

President of Empira Global. Joanne is leading her family investments across the US, China and Southeast Asia with a focus on tech, healthcare and education industries....

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Joanne previously led the expansion and business development of BYD - a Warren Buffett backed electric vehicle, IT and renewable energy manufacturer in the US. Joanne also serves on the board of Adit Venture - a growth and late stage venture capital private equity firm, and Bridge Point Capital - a US/China cross-border healthcare private equity firm. Joanne graduated from Yale University with a MS in Chemistry with a background in pharmaceutical and chemical engineering.

Danae Vachata

Entrepreneur, Healthcare Investor

Danae Vachata is the Founder of Native Ventures, the first VC fund focused on Indigenous People and underrepresented founders within fintech....

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....consumer, and ESG sectors. Lateral to her work at Native Ventures, Danae is the Founder and CEO of Grounded; a web3 platform for CDFI and MDI banks that creates niche financial products such as DEI Treasury, CRA and Opportunity Zone as a service, fintech sponsor banking, and crypto/cannabis/water rights banking.

Prior to her current focus on inclusive finance, Danae was involved in the inclusive healthcare and education sectors. She spent 9 years building healthcare startups, working on innovative research within healthcare academia, and advising healthcare VC firms. During her undergraduate tenure, Danae studied Medicine while serving in AmeriCorps assisting FQHC expansion and serving the HIV/AIDS homeless population in New Orleans, LA. Concurrent to her time in AmeriCorps, Danae utilized her personal experience of homelessness to advocate for McKinney-Vento Act in the postsecondary amendments to allow homeless and self-supporting youth claim independent status on FAFSA.

Her work has been recognized by Forbes 30 Under 30, the McKinney-Vento Act’s Personal Achievement Award, NBC’s Everything Woman, as well as her associations with the likes of Milken Institute Scholars and United States Interagency Council on Homelessness.

Francesca Agostinelli

Entrepreneur Philanthropist

Francesca Agostinelli is an Italian business woman, entrepreneur and philanthropist....

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Resident in London, Rome, Paris and Palm Beach, Francesca is married to Robert Agostinelli and they have three children. A passionate advocate not just of the dignity of women but relentless advocate and supporter of greater opportunity for women in the workplace and commerce at large.

As a commercial and residential real estate advisor both in Europe and America while also active as Founder and Director of ERA international, a global luxury real estate brokerage firm, she has led by example.

Her primary business caters to high net worth families and assists and advises in a comprehensive manner consistent with client objectives; from identifying properties through to the ultimate closing.

Of course confidentiality is of the highest consideration.

She is also the President and Co-Founder of NetworkHER, an organization that seeks to connect professional women around the world. Through the NetworkHER community, women are supporting women.

Through her unique background and contacts, she is connecting women across all interests and fields - business, politics, media, philanthropy, academia, science and art.

This organisation is a dynamic combination of bringing women together in a spirit of collaboration rather than competition and supporting and guiding each other not just to build businesses but also creating a rare incubator where women can lean on each other’s experiences to support and guide each other to be more effective leaders in the workplace.

On the NetworkHer team there are multiple corporate leaders, successful entrepreneurs, social media experts and business consultants.

This growing global community of professional women provides a tangible platform where each of them can be a point of reassurance and a “real booster”, so to speak, for their respective professional goals.

She is the former President and Co-Founder of ILA (Influential Ladies Alliance), a multinational non-profit organization of successful entrepreneurial women.

Francesca Agostinelli is the former co-host of the TV show Bold Women of the new media start-up Bold, a digital news network committed to bipartisan dialogue and innovation for people, business and communities.

Her weekly interviews gave voice to dynamic and accomplished conservatives women with inspiring and empowering stories. Francesca Agostinelli is a benefactor of the Kirsten Haglund Foundation, which provides hope, networking and financial aid to those seeking treatment and freedom from eating disorders; and an active board member and supporter of other numerous charities and non-profit activities that support women and children such as; Techo, a non-profit organization that mobilizes volunteers to fight extremely poverty in Latin America, by contracting transitional housing and implementing social inclusion programs; Lady Garden Foundation that promotes Cancer Research UK and the Gynaecological Cancer Fund.

Francesca Agostinelli is the MC of The American Italian Cancer Foundation, a New York based non-profit organisation that supports cancer research, education and control, emphasising the outstanding resources of Italy and the United States, recognising world-class scientific excellence in medicine, and serving economically disadvantaged, medically under-served New York City women through breast cancer screening, outreach and education.

She is a trustee of Fundación Amigos Museo del Prado, a private, non-profit cultural institution whose purpose is to support the Prado Museum and the promotion and encouragement of all cultural actions related to its mission and activity.

Francesca Agostinelli also sits on the advisory board of the Robert F. Agostinelli Foundation, which provides support for American war veterans and broad based freedom agenda.

She has become increasingly active over the years in the organisations that the Foundation supports including the Warrior 100 veteran support effort of the Bush Institute as well as the National Memorial Day parade chaired by her husband.

Mitzi Perdue
Mrs. Frank Perdue
Author and Businesswoman

Mitzi Perdue knows that every family business has a culture..............

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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.

Zach Resnick
Co-Founder
Unbounded Capital

Zach Resnick co-founded Unbounded Capital with Dan Rosen in 2018...

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Unbounded Capital is a blockchain investment firm built by technical founders that understand the entrepreneurial journey; former poker pros that know how to analyze risk; and investors that understand that early-stage investing is not a passive activity. We envision businesses leveraging scalable blockchains playing a predominant role in shaping how people interact with and use the internet in the coming decades, and are working to help entrepreneurs achieve that vision.

He is also a founder of poker education and content company Just Hands Poker, events and content company Poker Unicorns, and of discounted biz/first class flight concierge service EasyPoint.

During his early 20s, Zach made a living from playing cash games and investing in other poker players, providing a unique understanding of risk management that is largely shaped through leveraging volatility to outperform others in the high-risk high-reward situations of poker. In 2016 Zach made his first personal investment in Bitcoin and began a disciplined due diligence process for investing in cryptoassets. He then began managing founding partner Dan Rosen’s capital and the continued success investing gave them the confidence and capital to start the firm in the SF bay area, officially launching in August of 2018.

John Olivieri
Partner
Barnes & Thornburg LLP

With more than 20 years of experience, John Olivieri helps clients plan for the future by counseling them on the complex tax and interpersonal issues involved in the transfer of wealth from one generation to the next....

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He is known for employing a solutions-based approach and establishing creative, tailored plans for the tax-efficient preservation and management of assets.

Fiona Banister
Catalyst, Solutionist
www.decarbonized.org

Fiona Banister is a multidisciplinary catalyst for human rights, social good, climate resilience and sustainable development worldwide....

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Her goal is to create positive impact and innovate change. With a global team of scientists, farmers, technologists, social impact investors, youth and family offices, she is curating the deep decarbonization impact investing climate summits and ongoing climate tech panel series: decarbonized.org.

Aligned with an international network, her current focus is on cultivating core impact projects that help the environment and empower humans to invest and participate with the lens of the 17 UN SDG Goals. This includes collaboration on sustainable infrastructure for regenerative forest holdings), decarbonizing shipping, marine protection technology, inclusive health technology, renewable energy, eco-green low-income housing, blockchain, fin-tech, IoT, organic food and micro-finance.

Driving for an equal access to opportunities for the “inbanked”, she is involved in a disruptive fin-tech banking system using a smart biometric ID/wallet for peer-to-peer payment technology. Extolab.com and Ethernom.com.

Fiona is an impact investing member of FO groups and participate with Nexusglobal.org and www.amazoninvestor.org groups. She is an alliance builder for conservation and sustainable projects.

Inspired by the vital human rights actions of the Indian environmental lawyer M.C.Mehta, she is advocating for environmental education programs so to cultivate the next generations as our climate leaders and stewards. As a trained Waldorf teacher, parent, biodynamic gardener, herbalist and yogi, her alchemy is in respecting biomimicry and learning lessons from nature.

Fiona believes that if you can see a problem, then you can collaborate to create the impact solution and plant an organic seed for the next generation to grow.

XPRIZE Rainforest team ACTNOW Amazonas Action Alliance is Co-lead by Fiona Banister, Naira Tukano, (www.cobracanoa.com) Ecuadorian Amazonian Indigenous environmental biologists, Brazilian environmental lawyers and global teams aligned with vital groups empowering change. ACTNOW we are in development of robotic tech for climate monitoring, health kits and clean water filtering technology.

Rob Hong
Co-Founder & CEO
Sapling Financial Consultants

Rob is a Co-founder and the CEO of Sapling Financial Consultants, a boutique consulting firm specializing in financial modelling and data analytics...

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After indulging his penchant for learning about anything and everything in his earlier university days, he “wisened up” and found a job in investment management. While at Artemis Investment Management, a $2 billion Bay Street investment firm, Rob developed deep financial modelling skills through researching over 100 publicly-traded companies. He also oversaw more than $150 million of client money. His successes saw him promoted twice, ending as Associate Portfolio Manager.

After three years at Artemis, Rob joined KPMG LLP as a Senior Consultant in their Strategy & Operations group, with the hopes of being closer to actual business decisions. There, he applied his modelling skills to a high profile engagement while deepening his expertise in database analytics. When he got tired of seeing the inside of a plane every Monday and Friday, Rob joined Bell Canada Finance, supporting the Wholesale business unit, where he and a colleague built most of the financial models setting Wholesale’s pricing on big deals with telecom resellers.

Rob’s university education began with a Bachelor of Arts at the University of Toronto. This was followed by a Master of Theological Studies, where he became adept at arguing the finer points of ecclesiology and soteriology. Rob went on to attain the Chartered Financial Analyst (CFA) designation, and completed his Master of Finance from Queen’s School of Business. His education continues, whether it’s database query optimization, cost accounting or Civil War history. If he’s not staring at a computer screen, you can probably find him on the squash court, running on one of the few remaining new routes from his North Toronto home, or worrying about the world’s declining biodiversity.

Brandon K. Laughren
Co-Founder and CIO
The Laughren Group (SFO)

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office with investments private equity..............

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.....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.

Hon. Claudine Schneider

Congresswoman, businesswoman and consultant

The Honorable Claudine Schneider (R.-RI) Congresswoman, businesswoman and consultant...............

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Author of the first and only revenue neutral Global Warming Prevention Act (A Roadmap); Co-Founder of Energia Global (Costa Rica) and consultant - enlisted 50 Fortune 500 Corporations to reduce their greenhouse gases; ESG Advisor to utilities & others.

Mitch Baruchowitz
Founder, Managing Member
Merida Capital Holdings

Mr. Baruchowitz, Founder and Managing Member of Merida Capital Holdings, has nine years of experience in the state-legal cannabis industry and is considered a national expert in the diverse licensing regimes governing each state...............

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His cannabis career began in assisting Colorado-based legal cultivators to structure state compliant capital transactions and analyzing the legal cannabis market in order to develop an optimal business strategy for their operations. After several years of work with Colorado companies, he co-founded Theraplant, LLC where he architected the highest scoring application in Connecticut’s highly selective licensing process. In 2014, he cofounded LeafLine Labs, LLC, which was one of only two Minnesota companies to win a license to cultivate and dispense cannabis in extracted form. Mr. Baruchowitz has also founded Laurel Harvest Labs, a Pennsylvania state-approved clinical registrant holding both a medical marijuana grower/processor and dispensary permit in conjucntion with its contracted research partner, along with its contracted academic clinical research partner, Lewis Katz School of Medicine at Temple University.

Overall, Mr. Baruchowitz has over 20 years of experience in the legal and finance fields. He is the former Associate General Counsel and Chief Compliance Officer of publicly traded MarketAxess. He was also the General Counsel of investment banking boutique Pali Capital, which had revenues of nearly $200 million and 200 employees when he was appointed in late 2009 by the Board to lead the restructuring and wind-down of the company. Since 2010, he has led numerous public and private offerings, assisted in the formation and funding of several credit funds and a $60 million REIT while the Head of Investment Banking of ACGM, Inc. and at Cavu Securities.

Mr. Baruchowitz is a graduate of Brandeis University and Boston University School of Law. He is a member of the New York and Massachusetts Bars and formerly held FINRA 7, 24, 63 and 79 licenses. He currently sits on the Boards of New Frontier Data and Manna Molecular Sciences.

Rob Catalanello
Co-CEO
B2C2

Rob is Co-CEO of B2C2................

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Prior to joining the firm in 2019, he ran Hibernia Metallum, a consulting firm advising major financial institutions on the set-up, structure and day-to-day operation of capital markets, cryptocurrency and blockchain businesses in the United States.

Previously, Rob spent over 25 years building and managing global businesses at investment banks, most recently Credit Agricole where he was head of fixed income market sales – Americas (2012-2016) and head of foreign exchange – Americas (2006-2012). During this time, he led the bank’s Dodd-Frank and MiFID regulatory programmes in the Americas. He also served on the Federal Reserve Bank of NY FX Markets Committee (2008-2016) and was Chairman of the Chief Dealers Working Subcommittee and Market Risk Subcommittee.

Earlier roles include global head of foreign exchange sales at Merrill Lynch (2002-2006) and vice president, foreign exchange sales at Goldman Sachs (1996-2002). Rob holds an MBA from the University of Pennsylvania Wharton Graduate School of Business (1993), with a concentration in Finance and Statistics, and a BA in Electrical Engineering from Villanova University (1986), with a minor in Mathematics.

Robert Zuccaro, CFA
Founder & Chief Investment Officer
Golden Eagle Strategies

Robert Zuccaro is the Founder & CIO of Golden Eagle Strategies................

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Over the course of his 30+ year investment management career, Robert has managed market leading institutional portfolios and two mutual funds. He is one of the most successful investment managers having been named a top 10 manager in numerous years by the Wall Street Journal and Lipper. He’s also been cited for outstanding performance by leading publications including Financial World, New York Times, and USA Today.

Robert began his career at E.W. Axe & Co managing the flagship Axe-Houghton Stock Fund, which outperformed the S&P 500 for six straight years under his management. As an early pioneer in the development of quantitative strategies, Robert’s research has focused on identifying the common threads of top performing stocks. Golden Eagle Strategies represents the culmination of four decades of research and expertise honed over the course of 9 bull and 8 bear markets. His research has revealed unconventional truths that drive the performance of the Golden Eagle Growth Strategy.

As a prolific researcher, life-long educator and philanthropist, Robert has authored numerous studies, market commentaries, and the book, “How Wall Street Reshaped America’s Destiny”. He holds an MBA from Pace University.

Richard Beleutz
Founder & Chief Executive Officer
AIR Asset Management

Richard Beleutz is AIR Asset Management's Founder and Chief Executive Officer and is responsible for overseeing the firm's strategic direction and driving growth.................

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Mr. Beleutz is also the Chair of the firm’s Executive Committee. He has over 25 years of experience in various capacities in the investment industry. He has closed over $1B in transactions for companies and investment products, has extensive deal experience in private equity and investment banking, and has an operations background as a former principal of three hedge funds. Mr. Beleutz has a well-established track record in the life settlements space, which began in 2006 when he eventually launched his first life settlement hedge fund in conjunction with a life settlement brokerage business and a life expectancy company. He also has a background in life insurance and annuities that dates back to 1993, when he began his career as a financial advisor with Ameriprise.

Mr. Beleutz is considered a thought leader in the alternative investment space and actively participates in industry interviews and conferences. He earned a Bachelor of Arts in Economics from the University of Michigan and holds Series 7, 9, 10, 24, 63, and 79 securities registrations.

John Trammell
Managing Director, Global Strategic Relationships
Symphony Financial Partners

John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor................

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John is currently on the board and a past President of the NY Episcopalian Diocesan Investment Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a past member of the Advisory Board at Tiedemann Investment Group.

He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan.

Mr. Trammell has also spent time as a MD / Institutional Sales with Solovis, LLC., an institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a financial technology firm utilizing both public and private data for portfolio analytics.

Mr. Trammell is the co-author of several books and has written numerous articles for publication.

Jenny Renton
Investment Director
Ruffer LLP

A partner, she joined Ruffer in 2013. She leads Ruffer’s US team and co-manages the Ruffer Absolute Master Fund and Charity Assets Trust...............

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......alongside managing a number of separately managed accounts for endowments and foundations. Prior to joining Ruffer, Jenny worked with oil and gas companies on their corporate and financial strategies before joining the Fund Team at Ingenious Investments, an alternatives investment house.

She is a CFA Charterholder.

David Mercer
CEO
LMAX Group

David Mercer is the Chief Executive Officer of LMAX Group, a global financial technology company headquartered in the UK...

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...a leading independent operator of institutional execution venues for FX and crypto currency trading.

Following a successful management buyout in 2013, David has built LMAX Group into a key player in both the traditional capital markets and the crypto trading industry. With a global client base and offices in 9 countries, LMAX Group was recently valued at $1 billion, following a minority stake sale to J.C. Flowers & Co.

A former City banking executive and currency specialist, David is an outspoken industry commentator and a long-term champion of the UK’s technology sector as well as a passionate supporter of entrepreneurship.

Ben Page Fort
Global Head
Nasdaq Asset Owner Solutions (AOS)

Ben is Global Head for Nasdaq Asset Owner Solutions (AOS)...............

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He is responsible for expanding domestic and international markets for AOS solutions which address the needs of asset owner and allocator clients. Nasdaq Asset Owner Solutions, an integrated platform powered by eVestment, Solovis and Nasdaq Private Markets, has more than 600 clients worldwide—ranging from $50mm single family offices to $600B sovereign wealth funds.

Prior to joining Nasdaq, Ben spent more than a decade in financial technology, including leading client strategy at Algorithmics and developing new product markets at StatPro.

Mike Scala
Founder
The Impact Agency
Global Ambassador & Partnerships
Bankers Without Boundaries

Mike Scala has founded a number of organizations deploying capital globally while implementing sustainable solutions and impact across all sectors................

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He has led efforts both on the ground and behind the scenes traveling around the world to work with family offices, NGOs, and the public and private sector.

In addition, his work with SAP, The World Health Organization, governments, institutions and cities to mobilize capital while aligning them with risk reduction, scaling, and more have resulted in providing aid and opportunities to millions across continents the past two years alone. His work has been recognized at The World Economic Forum and he is helping lead the movement around a more sustainable future bridging the gap across generations.

He is also the Founder of The Impact Agency, a private specialized agency that works with family offices, foundations, NGOs, and the public and private sector. They provide accountability, scale, and maximum return on impact of philanthropic investment/giving. With a track record of a minimum of 2-5x return on impact, (that is for every $1 million they deliver up to $2-$5 million of value out into the world) they are empowering underserved communities and diversity around the world and supporting the transformation of philanthropy, reimagining wealth intergenerationally, and across the private sector internationally. With experience in the areas of disaster relief, youth and community engagement, COVID relief, education, environmental sustainability/clean energy, tech, human rights, art and culture, and more, it is the first of its kind as a "one stop shop" for all things impact related.

Stephan Heller
Founding Partner
Quentum Capital

Stephan Heller is one of the founding partners of Quentum Capital..............

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Previously, he was a serial entrepreneur and raised over €50 million from venture capital funds. He also led Intel's European Start Program and founded Intel Ignite, which was voted the best corporate startup accelerator for early stage startups. The program was first established in Israel and later expanded to the startup ecosystems in the United States and Germany.

Stephan Heller is the founder and CEO of FinCompare GmbH, a fast-growing online platform for SME financing since 2017. In 2015, he founded Watchmaster - a European trading platform for new and used luxury watches. He led the company as CEO for a year, helping to shape the digital transformation of the watch market. Prior to that, the Munich native, born in 1986, worked for the international discount portal Groupon for three and a half years. His last position was Head of Merchant Marketing in London from 2013 to 2015. There he played a key role in Groupon's success and strong growth in Europe.

He also worked as an investment analyst at Waterland, an investment company focused on medium-sized companies, and as a management consultant at Roland Berger, a global strategy consultancy. Stephan Heller also worked for BMW in Tokyo and for UBS in London.

He holds a bachelor's degree in communications from the University of Vienna and a master's degree in international management from ESCP Europe in Paris, London and Berlin.

David Dezso
Founder and CEO
Banyan Risk Group

Banyan is an enterprise risk firm that enables our family office partners and corporate clients to look at their individual risk profile comprehensively from digital risk to due diligence and physical risks.....

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There is no longer physical risk without digital and vice versa and Banyan is one of the few to be able to handle any of these growing challenges anywhere, anytime. David founded Banyan in order to empower our clients to make better decisions at the crucial intersection of opportunity and risk. And to do this with trust, speed, and a relentless pursuit for operating excellence. He built a team of experts across fields who are able to quickly integrate disciplines and help our clients navigate risks worldwide. Before starting Banyan, David served over a decade in the U.S. Army Special Operations as an Army Green Beret with extensive experience in international affairs. His operational experiences have taken him around the world to include: Latin America, Europe, North and East Africa, the Middle East, Asia and the Caucuses.

David is a devout continuous learner, having earned an MBA from Rice University, a JD from South Texas College of Law and a BS from The Citadel. David also holds certificates from Harvard Law School and the Buckley School. This diverse collection of experiences motivates David to lead Banyan Risk Group to be the premier global risk firm in the U.S.

Reema Khan
Founder and CEO
Green Sands Equity

Reema founded GSE in 2015 as an investment and strategy advisory firm; in 2017, she added a PE arm to GSE...

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She currently serves as chairman and CEO of Green Sands Equity. Headquartered in San Francisco with offices in Tokyo, Doha, Zurich, and Singapore, GSE leads and co-invests alongside the world's leading institutions.

Focused on Technology and Life Sciences in growth and late-stage, GSE has invested in some of the most iconic companies of our time. Reema also specializes in strategic advisory for governments in their branding for Foreign Direct Investment. GSE's vast political and diplomatic network makes GSE one of the top strategy advisors to governments.

Since 2018, Reema is the ambassador of the Royal Academy of Science International Trust to the United Nations for Women in Science & Technology. In 2017, She was awarded the 21st Century Icon Award in Finance by CNBC London.

In 2019, Reema started the "Green Sands Prize," which honors an individual or organization with the potential for profound impact. The Prize provides both a financial grant and partnership to advance the work of an exceptional individual or organization. Reema has an interest in artificial and non-human intelligence. She is a trustee and chairman of the endowment at the SETI Institute (previously a division of NASA that was later structured as a stand-alone non-profit mostly funded by NASA grants).

Amentia Muhedini
Head of Sustainable Strategies
UBS

Amantia Muhedini is a Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management......

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Prior to UBS, Amantia was a sustainable investing fellow with Morgan Stanley’s Investing with Impact team focusing on impact measurement and product development. She also spent time at Working Capital – the Supply Chain Innovation Fund conducting impact and commercial due diligence on potential investments. Amantia previously was an Investments Associate at the Omidyar Group’s Humanity United addressing forced labor in global corporate supply chains. She is also a member of the Governance Council of United World Colleges International (UWC), a global education organization, and was a founding board member and acting Executive Director for UWC Albania, an education non-profit based in Albania.

Amantia holds a BA from Princeton University and a MPA from Columbia University's School of International and Public Affairs.

Florian Kemmerich, MSc
Managing Partner
Bamboo Capital Partners

Florian, Managing Partner at Bamboo Capital Partners, entrepreneur and impact investor...............

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...holds a BBA and Master of Science in Marketing and his personal leitmotif is “Impact Lives, Share Profits.” Florian supports the society and global economy by sharing his extensive background in fundraising, business transformations and personal development to invest in and build purposeful companies. These impact-focused enterprises are mitigating some of the world’s biggest challenges: poverty uplift, digital inclusion, (women’s) economic empowerment, climate change mitigation/ alleviation, access to energy, access to healthcare, access to education and financing smallholder farmers.

Florian collaborates hereto with the Palladium Group, WorldBank, United Nations, NGOs, governments, private and institutional investors to fund, back and scale companies in the world’s most remote locations. He is a globally active member of the Young Presidents’ Organization, founded the YPO Impact Investing Initiative (Y3i) and the Planet Action Network as well as the North Star Chapter. Currently also acts as Chair of the YPO Impact Networks Council.

On a personal note Florian is a hobby blues-rock musician and proud husband & father of 5 children. Florian previously held C-level positions at Parter Capital, Olympus, SBi (Stryker) and B.Braun. Fluent in German, English, Spanish, French & Italian.

Matt Hawkins
Founder & Managing Principal
Entourage Effect Capital

Entourage Effect Capital is a venture capital firm focused specifically on investing in the legalized cannabis industry, formerly known as Cresco Capital Partners...

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Since 2014, the firm has made close to 70 investments invested out of three funds, co-investment vehicles and special purpose entities. Matt is known and respected in the cannabis industry as having the vision to become one of the first investors in the industry. He brings long standing relationships in the industry that compare to very few others in cannabis.

He is Chairman of the Board of Directors of Harborside Inc. (CSE:HBOR) and a board member of Sunderstorm. He has helped orchestrate numerous exits for the firm’s investments. He has spoken on countless industry panels and has appeared on CNBC, Fox News, Cheddar, Yahoo Finance, Bloomberg among others discussing the industry. As a result, he is widely considered to be a thought leader in the legalized cannabis industry. Prior to the founding of EEC, he was a partner and President of a private real estate investment company which acquired REO and NPL from banks and financial institutions across the country, with particular interest in multifamily residential and self-storage assets.

The company completed more than 55 bank-direct acquisitions, deploying over $500MM of capital since Q4 2008. In 2013 alone, the company bought close to 10,000 Class B and Class C value-add multifamily units across the Sunbelt of the United States. At the end of 2013, Matt and his partners sold their interest. Prior to this, Matt was a Principal/ Co-founder of San Jacinto Partners, a fund focused on the bulk acquisition of single family residential assets and the Managing General Partner of Adjacent Capital, L.P., a private equity/specialty lending fund. He was earlier affiliated with Treadstone Partners, L.L.C., a distressed debt and equity fund. He has an extensive background in both turnaround management and private equity. Prior to joining Treadstone and forming Adjacent Capital and San Jacinto Partners, was associated with Hull & Associates, a regional turnaround management firm. Matt is a graduate of The University of Texas at Austin.

Hans Vaule CFA, CAIA
Lead Investment Director
Cambridge Associates

Hans has more than 20 years of experience as an investor and has been with Cambridge Associates since 2007...

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Hans has more than 20 years of experience as an investor and has been with Cambridge Associates since 2007. He is a Managing Director at the firm. Hans actively works with a variety of private clients that range in size from $40 million to over $1 billion. Hans has a strong background in private equity, with experience in distressed, traditional buyout, and growth equity investments across a range of industries in the U.S. and Europe.

Prior to joining Cambridge Associates, Hans spent seven years in private equity, working on growth and turnaround investments with Platinum Equity and TPG. Prior to that, Hans was a Business Unit Manager for Schlumberger in Paris and a Management Consultant in Silicon Valley. Before business school, Hans worked in the software industry in the US and Europe. He started his career as an Investment Specialist for Fidelity Investments in Boston.

EDUCATION
CFA, Charterholder Chartered Alternative Investment Analyst Charterholder MBA, Stanford University, Arjay Miller Scholar BA, Psychology and German Language, Bates College, Phi Beta Kappa

Cynthia Dalagelis

ESG and Sustainability Advisor

Since 2005, Cynthia Dalagelis has worked with leading family offices, brands, technology agencies and private enterprises to conceptualize, develop, invest in and grow ESG forward businesses.....

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Her current focus is on bridging the relationship between her network of global family offices, sovereign wealth funds, and institutions with ESG entrepreneurs, funds, and values-aligned growth strategies.