Conference Address

Miami, FL - Online - Zoom

AGENDA - Monday December 2nd

Venue:

*MIAMI, FL /Zoom

9:00 a.m., Breakfast

9:15 a.m. - 9:30 a.m, Initial Greetings

9:15 a.m. Begin Broadcast
Coffee - Initial Greetings - Neisen Kasdin, Co-Office Managing Partner - Akerman LLP - IVYFON

9:30 a.m. - 10:15 a.m, Post Election Macro Outlook

Alfonso Peccatiello, CIO of Palinuro Capital (Macro Hedge Fund) | Founder @ The Macro Compass

10:15 a.m. - 10:25 a.m, AI usage in Alpha Strategies

Elliot Trexler, Chief Investment Officer - Global Return Asset Management

10:25 a.m. - 11:35 a.m, Alpha Strategies

Tyson Halsey, Managing Member - Income Growth Advisors
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Paul Foley, Partner - Akerman LLP
Chip Perkins, Chief Executive Officer - Perkins Fund Marketing
Elliot Trexler, Chief Investment Officer - Global Return Asset Management
Moderator - David S. Goodboy | Founder Palm Beach Hedge Fund Association

11:35 - 12:45 , Healthcare

Stephen Day, CEO - Heartland Clinics of America, Inc
Sean Coveleski, Senior Vice President of Development - Stand Up To Cancer
Eric Singer, Managing Director - Bradley Woods & Co
Norm Friedland, Esq, Co-Founder, FullSky Partners
Steve Flaim, Investor in Residence - NIH
Moderator - Monique Molloy, Chief Corporate Affairs Officer - GEMMA Biotherapeutics

12:45 - 1:00 , Democratizing Innovation with AI

Kim Getgen, Founder and CEO - Innovationforce

1:00 - 1:15 , Aclipse Therapeutics

Michael Kranda, Chief Business Officer Aclipse Therapeutics

1:15 - 1:55 ,

James Vergara, Chief Financial Officer - Greenday Finance

1:55 p.m. - 2:20 p.m,

Josh Mann, Garm Clinic

2:20 - 3:00 , DeepTech Outlook

Dan Lounsbury, Managing Director - Palm Beach Capital Funding
Katya Fisher, Executive Vice Chairman - Constructor Group
Andreas Deutschmann, Managing Director - Avalon Securities
Konstantin Fominykh, CFA, CEO & CIO - TenViz
Moderator - TBD

3:00 - 3:25 , Inside the Beltway Calls for the 2025 Political Transition

Hilary Braseth, Executive Director - Open Secrets

3:25 p.m. - 4:00 p.m, Replacing Microscopes

Thomas Forest Farb, Co-Founder, CEO & Board Member - Thrive Bioscience, Inc.

4:00 p.m. - 4:15 p.m, Opportunities in Real Estate

Jay Fehskens, Saber Hightower

4:15 p.m. - 4:30 p.m, Miami - Dubai Chamber

Samy Dwek, CEO - The Family Office Doctor
Date: Monday December 2nd, 2024
Time: 8:00 AM to 5:00 PM Eastern Time

AGENDA - Tuesday December 3rd

Venue:

*MIAMI, FL

9:00 a.m., Check-In - Coffee

*MIAMI, FL/Zoom

9:15 a.m. , Initial Greetings - Open Zoom

Partner - Akerman
*MIAMI, FL/Zoom

9:15 - 9:25 am , Disintermediating Social Media

Rahul Sheth, CFO - Genuin

9:25 a.m. - 10:25 a.m. , Private Equity

Gaurav Mehta, Managing Partner - Mehshah Capital
Mauro Andriotto, Equity Partner - SMC (Swiss Family Office)
Russell Deakin, Managing Partner - Aceana Group
Ron D'vari, Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Moderator - Matthew Luciano, Managing Member - Archer Grove

10:25 - 11:15 pm , Family Office Deal Making 2023

Sal Buscemi, Co-Founder and Managing Partner - Brahmin Partners, LLC
Timothy Smith, CIO, Single - Family Office, Petro Lucrum, Inc.

Richard Stone, Palm Beach Investment Research Group

Moderator - Jeff Zipper, CFA, CMT, CFP, Senior Vice President, Southeast Senior Portfolio Manager - Fifth Third Bank

11:15 - 12:05 am , A New Dawn for Real Estate

Peter Lewis, Chairman and Founder - Wharton Equity Partners

12:05 p.m.- 1:00 p.m. Alternative Real Estate

AVI MANOUCHERI, CEO & CO-FOUNDER - MANOUCHERI BROTHERS LLC
San Eng, Managing Partner - Skytian Capital
Cody Shandraw, Founder & President Healing Realty Trust
Raphael Sidelsky, Chief Investment Officer | Real Estate - W5 Group LLC
Moderator - Hector Hernandez, CEO - HMH Holdings LLC

1:00 p.m. - 1:15 p.m, TBD

Eric Singer, Managing Director - Bradley Woods & Co

1:15 p.m. - 2:00 p.m, Mergers and Acquisitions

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Alejandro Schwedhelm , Partner - ATX-Invest (Advisory Services)
Milton Barbarosh, President - Empire Global Advisory Services, LLC
Moderator - Mark Heil | Managing Director - Pickwick Capital Partners, LLC

2:00 - 3:00 p.m. , Energy Alpha Opportunities

Kim Getgen, Founder and CEO - Innovationforce
Alberto Bellorin, Managing Director - InterCapital Energy, LLC.
Victor Sauers, Chief Executive Officer - TKO Energy Capital (To Mentor and to Serve)
Bate Bate, Managing Partner - EP Valuation
David Allen, CFA, Managing Director - Octane NY
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,

3:00 p.m. - 3:45 p.m, Investing in Sports Venture and Private equity

Ira Rainess - Enclave Capital
Jed Kaplan, Shearson Sports Fund
Mark Thimmig - Conservaco, LLC


Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

3:50 p.m. - 4:15 p.m, Yang Capital

Stephen Yang, Founder - Yang Capital

4:15 p.m. - 5:00 p.m, Venture Capital

Wendell Sammons, Managing Partner - AmCap Growth LLC
Arun Kaul, Chief Investment Officer, AK Global Investment Management
Steven Charest, Senior Managing Director - Enclave Capital
Moderator - Matthew Luciano, Managing Member - Archer Grove

Date: Tuesday December 3rd, 2024
Time: 8 AM to 5:00 PM Eastern Time