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Conference Address
Miami, FL - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

AGENDA - Monday December 2nd

Venue:

*MIAMI, FL /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 - Neisen Kasdin, Co-Office Managing Partner - Akerman LLP - IVYFON

8:45 a.m. - 9:30 a.m, Post Election Macro Outlook

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

9:30 a.m. - 10:45 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

10:45 a.m.- 11:10 p.m. , TBD

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

11:10 - 12:10 , 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 -

12:10 - 12:20 , Democratizing Innovation with AI

Kim Getgen, Founder and CEO - Innovationforce

12:20 - 12:45 , Aclipse Therapeutics

Michael Kranda, Chief Business Officer Aclipse Therapeutics

12:45 - 1:10 ,

James Vergara, Chief Financial Officer - Greenday Finance

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

Josh Mann, Garm Clinic

1:35 - 2:35 , DeepTech Outlook

TBD

2:35 - 3:00 p.m. , GEO-POLITICAL IMPACTS ON GLOBAL MARKETS

Scott Helfstein, SVP, Head of Investment Strategy - Global X ETFs

3:00 - 3:25 p.m. ,


3:25 p.m. - 3:50 p.m, TBD

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

4:15 - 4:40 p.m. ,


Date: Monday December 2nd, 2024
Time: 8:00 AM to 5:00 PM Eastern Time


Ivyfon Agenda - - Day 2
Registration-

AGENDA - Tuesday December 3rd

Venue:

*MIAMI, FL

8:00 a.m., Check-In - Coffee


*MIAMI, FL/Zoom

8:30 a.m. , Initial Greetings - Open Zoom

Partner - Akerman
*MIAMI, FL/Zoom

8:45 a.m. - 9:15 a.m, TBD


9:15 a.m. - 10:00 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

10:00 - 10:50 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


10:50 - 11:50 am , A New Dawn for Real Estate

Peter Lewis, Chairman and Founder - Wharton Equity Partners


11:50 p.m.- 12:35 p.m. Alternative Real Estate

AARON MANOUCHERI, COO & CO-FOUNDER - MANOUCHERI BROTHERS LLC
Onic Palandjian, Partner - Group RMC I Real Estate I Family office
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 LLCbr>

12:30 p.m. - 12:40 p.m, TBD

Jaime Bonetti - Catalyst Spirits

12:40 p.m. - 12:50 p.m, TBD

Eric Singer, Managing Director - Bradley Woods & Co

12:45 p.m. - 1:30 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
Milton Barbarosh, President - Empire Global Advisory Services, LLC
Moderator - Ben Brandes, Partner - NewOrigin Investments

1:30 - 2:15 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,

2:15 p.m. - 3:00 p.m, Investing in Sports Venture and Private equity

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


Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.

3:00 p.m. - 3:25 p.m, Yang Capital

Stephen Yang, Founder - Yang Capital

3:25 p.m. - 4:15 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 - Mark Heil, Managing Director - Pickwick Capital Partners

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

Peter Lewis

Chairman and Founder

Wharton Equity Partners

David Fajgenbaum MD, MBA, MSc

Co-Founder

EveryCure



Peter Lang

Managing Director & Partner

HighTower

Norm Friedland, Esq

Co-Founder

FullSky Partners

Day 1-2

Akerman

Three Brickell City Centre 98 Southeast Seventh Street ¡¤ Suite 1100 ¡¤

Miami, FL 33131

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