IVYFON

New York Silicon Valley Miami Texas Boston Other Locales

Family Office Forum, NYC, NY 2023 Conference

Our next New York, NY family office forum will see registrants in New York, NY and surroundings and online meet

Providing Value To Family Offices, Institutional Investors, Deal Sponsors and Fund Sponsors

FAMILY OFFICE FORUM NEW YORK, NY

we are delighted to invite you to register* for our upcoming event taking place in New York, NY

IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2023 FORUM

December 12th-13th, 2023

Single and Multi Family Offices 20+ Presenting Fund and Deal Sponsors Focused on Investments Simulcast to an Online Audience

Speakers

ALAN SNYDER

PETER THURLOW

SUZANNE MURPHY

ED YARDENI

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 12th

Venue:

*NYC, NY /Zoom

9:00 a.m., Breakfast

9:30 a.m. - 9:35 a.m, Initial Greetings

9:30 a.m. Begin Broadcast
Initial Greetings - Coffee Peter Thurlow, Partner - Polsinelli

9:35 a.m. - 10:10 a.m, Economic Outlook

Ed Yardeni, President - Yardeni Research

10:10 - 11:00 a.m. , Venture Capital 2023

Meifan Shi, Managing Partner - WaterPoint Lane
Peter Thurlow, Partner - Polsinelli

Moderator - Mark Heil | Managing Director - Pickwick Capital Partners, LLC

11:00 a.m. - 11:30 a.m, Delivering Secondary Immune Checkpoint Therapies using Precision Based Approach

Ronan O'Hagan, President - Bectas Therapeutics

11:30 a.m. - 12:00 pm , A New Diversification Strategy for your Toolbox

Sean De Clercq, CEO - Kickfurther

12:05 p.m. - 12:35 p.m, New Opportunities in Energy

Greg Pletz, Founder and Managing Partner - Energy Finance Partners

12:35 p.m. - 1:10 p.m,

Marco Soriano, Soriano Family Office

1:10 p.m.- 1:45 p.m. , Fractionalized Art Equity and Lending Strategies

Alan Snyder, Managing General Partner - Shinnecock Partners/ aShareX

1:45 - 2:10 p.m. ,

Chris Robinson, Founder & Co-CEO - Clearyst

2:10 - 2:30 p.m. , Tour Trader Pro

Mike Skura , Co-Founder Tour Trader Pro

2:30 p.m. - 3:30 p.m, Alternative Real Estate

Carol Pepper, CEO - Pepper International Family Office
Jiho Lee / Tishman Capital Partners
Irwin Boris, Senior Managing Director - Peykar Capital
Ross Weiner, Founder & CEO - Gemsco Capital & Gemsco Realty Advisors
Moderator - Robert Geils - Corcoran Group

3:30 - 4:30 pm , Opportunities in Sports Franchise Investing

Jed Kaplan , CCO - Shearson Financial Services
Chad Stender, Partner - Seventy Six Capital
Rupert de Lazlo, Founder - Another Level Holdings
Justin Papadakis, Deputy CEO & Chief Real Estate Officer - USL
Moderator - Daniel Marcus, Adjunct Professor -NYU

Date: Tuesday December 12th, 2023
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 13th

Venue:

*NYC, NY

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

*NYC, NY/Zoom

9:30 a.m. , Initial Greetings - Open Zoom

Peter Thurlow, Partner - Polsinelli

9:40 - 10:30 , Alternative Strategies

Mauro Andriotto, Equity Partner - SMC (Swiss Family Office)
Suzanne Murphy, Managing Director - Lampe Conway

Brian O'Neil, Retired Chief Investment Officer - Robert Wood Johnson Foundation
Moderator - Robert Soler, CFA, WMCP, RICP, CExP, Financial Advisor - Strategies for Wealth

10:30 - 11:15 am , Fintech

Ron D'vari, Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Russell Deakin, Managing Partner - Aceana Group
Michael Forstl, Managing Director and Head of Distribution - Exos
Moderator - Mark Heil | Managing Director - Pickwick Capital Partners, LLC

11:15 p.m.- 12:05 p.m. , Private Equity / Mergers & Acquisitions

Taylor West, Partner - Marcum
Eveline Gerck, Advisor - Family Offices
Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Samy Dwek, Founder & CEO - The Family Office Doctor LLC
Moderator - Wayne Brown, Managing Partner - The Walker Group

12:05 p.m.- 12:15 p.m. , A Superdevice for Depression

Kelly Roman, Co-Founder and CEO - Fisher Wallace

12:15 - 1:05 , Healthcare

John Cataldi, Managing Partner - Native American Venture Fund
Steven Katz, President - Steven Katz & Associates, Inc.
Andrea Bartzen, Biotech Investment Strategy - Life Sci and Health Tech Funds | Direct Investments - The Beryl Consulting Group LLC
Moderator - Shelly O'Donovan , CEO - Authentic Influence Group, ITM LLC.

1:05 - 2:00 p.m. , Energy Transition / ESG 2.0

Jennifer Warren, Concept Elemental
Elliot Trexler, Chief Investment Officer - Global Return Asset Management
Leif Martin Klakken, Chairman of the Board - Ghost Fishing Solutions
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,

2:00 p.m. - 2:50 p.m, Manager Selection 2023

Susan Webb, Founder/CEO/CIO - Appomattox Advisory

Ellen Snibbe Baker, Partner - Baker Aurora LLC
Moderator - Howard Cohen, Strategies for Wealth

Date: Wednesday December 13th, 2023
Time: 9 AM to 4:00 PM Eastern Time