IVYFON

Conference Address

New York, NY - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

Zoom Family Office (FO) Non FO - 2-Day Registration Non FO - 1-Day Registration

AGENDA - Tuesday December 10th

Venue:

*NYC, NY /Zoom

8:00 a.m., Breakfast

8:30 a.m. - 8:40 a.m, Initial Greetings

8:30 a.m. Begin Broadcast
Coffee - Initial Greetings - Peter Thurlow, Partner - Polsinelli

8:45 a.m. - 9:30 a.m, Economic Outlook

Bert Dohmen, President - Dohmen Strategies

9:30 a.m. - 10:10 a.m,

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

Tyson Halsey, Managing Member - Income Growth Advisors

Elliot Trexler, Chief Investment Officer - Global Return Asset Management

Moderator - Ed Lalanne - Astra Ventures

11:10 a.m.- 12:10 p.m. , Emerging Managers

Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Mark Heil, Managing Director - Pickwick Capital Partners
Ellen Snibbe Baker, Partner - Baker Aurora LLC

Moderator - James McCaffrey, CAIA , Founder/CEO - JMCCO, LLC

12:10 p.m. - 12:20 p.m, TBD

Mani Mohindru, Co-Founder - Roshon Therapeutics

12:20 p.m. - 1:15 p.m,

1:15 - 2:10 , Healthcare

Sean Coveleski, Senior Vice President of Development - Stand Up To Cancer
Norm Friedland, Esq, Co-Founder, FullSky Partners

Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

2:10 - 2:35 p.m. ,

2:35 - 3:00 p.m. ,

3:00 - 3:25 p.m. , Cx Precision Medicine

Danguole Altman, President and CEO - Cx Precision Medicine

3:25 p.m. - 4:15 p.m, Alternative Real Estate

Steven Shipp, Chief Restructure Officer - Performance Advisory Group
Salman Khan, Managing Principal - Stabilis Capital Management, LP
Moderator - Ajai Thomas, Managing Director - Head of Business Development - Trevally Capital

4:15 - 4:40 p.m. , Re-Purposing Off Patent Drugs for Therapeutic Cross-Purposing

David Fajgenbaum MD, MBA, MSc , Co-Founder and President - EveryCure
Grant W. Mitchell MD, MBA , Co-Founder and CEO - EveryCure
Date: Tuesday December 10th, 2024
Time: 8:00 AM to 5:00 PM Eastern Time

Ivyfon Agenda - - Day 2
Registration-

Zoom Family Office (FO) Non FO - 2-Day Registration Non FO - 1-Day Registration

AGENDA - Wednesday December 11th

Venue:

*NYC, NY

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

*NYC, NY/Zoom

9:10 a.m. , Initial Greetings - Open Zoom

Peter Thurow, Partner - Polsinelli
*NYC, NY/Zoom

9:15 a.m. - 9:40 a.m. ,

9:40 - 10:30 a.m. , Private Equity

Gaurav Mehta, Managing Partner - Mehshah Capital
Jay Freeman, Founder and Managing Partner - BlackView Capital Advisors
Marco Soriano, Chairman of the Board of Directors - The Soriano Group / Soriano Family Office

Moderator - Ben Brandes, Partner - NewOrigin Investments

10:30 - 10:55 am ,TBD

10:55 a.m.- 11:45 p.m. Venture Capital

Eveline Gerck, Advisor - K Fund III, LP Growth Stage Technology Investments - Family Offices/ UHNWAdvisor The K Funds

Gaurav Patankar of Mission1 Investments
Moderator - Samir Shah, President and CIO - MBS Mantra, LLC (a CT Registered Investment Advisor)

11:45 p.m.- 12:35 p.m. Alternative Credit Strategies

Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Charles Friedberg, Co-Founder and COO - Mobilize Capital Partners ·

Joel Goschalk, COO - Aminona Capital Partners
Moderator - Bennett Degen, Financial Advisor at The Investment Center, Inc.

12:35 p.m. - 1:25 p.m, Mergers and Acquisitions

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Jeremy Swan, Senior leader - CohnReznick Financial Sponsors & Financial Services Industry practice

Moderator - Ben Brandes, Partner - NewOrigin Investments

1:50 p.m. - 2:20 p.m, TBD

2:20 p.m. - 3:10 p.m, Healthcare Venture Capital

Lauren Chung, Minleigh

tner, Managing Director, & Investment Committee - Xcellerant Ventures
Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.