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 taking place in New York, NY

IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2023 FORUM

February 15th-16th, 2023

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

Speakers

PETER THURLOW

ALFONSO PECCATIELLO

PETER LEWIS

SHACHELLE MANNING

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 - Wednesday February 15th

Venue:

*NYC, NY /Zoom

9:00 a.m., Breakfast

9:30 a.m. - 9:40 a.m, Initial Greetings

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

9:40 a.m. - 10:10 a.m, Economic Outlook

Alfonso Peccatiello, Founder & CEO - The Macro Compass

10:10 a.m. - 11:00 a.m, Manager Selection 2023

Peter Plaut, Plaut Advisory
Matthew Garrett, Global Macro Strategy and Research - Strata Analytics LLC
Carol Pepper, CEO - Pepper International Family Office
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

11:00 - 12:10 am , Alternative Strategies

Robert Cote, CEO - Cote Capital
Charles Friedberg, Chief Operating Officer - Libertas Funding
Blake Singer, Managing Director - Amera Securities
Eveline Gerck, Advisor - Family Offices
William Hermmann, Co-Founder & Managing Partner - Wilshire Phoenix
Moderator - Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille

12:10 - 12:35 pm ,

Jessica Grossman, MD, Chief Executive Officer - IgGenix, Inc

12:35 - 1:25 p.m. , Venture Capital 2023

Peter Thurlow, Partner - Polsinelli
Mark Norbury, Founding Partner, Managing Director, Investment Committee Member, Head of IR - Scenic Advisement
Ricky Tejapaibul, Managing Partner and CEO - Tech Wildcatters
Moderator - Howard Cohen, Strategies for Wealth

1:25 - 2:15 p.m. ,Opportunities in Healthcare

Bader Khraibut, MD, Spring Fellow - Office of Strategy Management - Yale New Haven Health
Jim Kelleher, MD, MBA - Young America Capital/NY Bay Capital
Dr. Peter Bonutti, Orthopedic Surgeon - Sarah Bush Lincoln

-

2:15 - 2:40 p.m. , Fractionalized Art Equity and Lending Strategies

Alan Snyder, Managing General Partner - Shinnecock Partners/ aShareX

2:40 - 3:05 pm , The Case for Cannabis Credit

Bill Healy, Co-Founder - Silver Spike Capital ::

3:05 - 3:30 p.m. , Real Estate Outlook 2023

Peter Lewis, Chairman and President - Wharton Equity Partners

3:30 - 4:20 p.m. , Real Estate 2023

Dino P. Christoforakis, Founder & Managing Principal - Vential Investments
Crystal Persaud, Shareholder - Polsinelli
Onic Palandjian, Partner - Group RMC I Real Estate I Family office
Johnny Su, Recap NY
Moderator - Robert Geils - Corcoran Group

4:20 - 4:40 p.m. , PIVYA – A Unique Opportunity in the Fight Against AMR

Tom Hadley, President & CEO - Utility Therapeutics

4:40 - 4:55 p.m. , TBD

Date: Wednesday February 15th-16th, 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 - Thursday February 16th

Venue:

*NYC, NY/Zoom

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

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

8:30 a.m. - 8:45 a.m., Initial Greetings - Open Zoom

8:45 - 9:45 , Office of Strategic Capital

Sha-Chelle Manning, DARPA

9:45 - 10:15 , Office of Strategic Capital - Sponsored Speakers

Dr. Geoffrey Ling, On Demand Pharmaceutical

10:15 - 10:35 , OPG – Our Peer Group - Best in class Hedge Fund/Family Office COO & CFO network of peers

Joseph Signorile, Chief Executive Officer - Our Peer Group

10:35 - 11:20 , Alternative Real Estate Investments

Kamil Homsi, CEO - Global Realty Capital
Billy Haddad, Managing Director - Partners Path Capital
Mike Schneider, co-Founder & CEO - Acre Homes
Moderator - Ross Weiner, Founder & CEO - Gemsco Capital & Gemsco Realty Advisors

11:20 - 12:20 pm , Mergers & Acquisition

Gus Calvacanti, Consultant - Baker Group Merger and Acquisition Consultants, Inc.
Amit Thakur, Amax Capital
Stephen Mathews, Chatsworth Advisors
Errol Glasser, Partner - Triangle Capital LLC
John Bolebruch , Senior Advisor - PG Bank
Moderator - Ellen Snibbe Baker, Partner - Baker Aurora LLC

12:20 - 12:40 , A New Diversification Strategy for your Toolbox

Sean De Clercq, CEO - Kickfurther

12:40 - 1:00 , Crypto Outlook

Pantera Capital

1:00 - 1:45 , Fintech

Daniel McAvoy, Shareholder - Polsinelli
Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille
Ron D'vari, Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Moderator - Arthur Mrozowski, Silicon Hill Ventures

1:45 - 2:30 p.m. , De Centralization (NFTs, Metaverse, Asset backed Tokens, Web3)

Ray Genco, Genco Law
Stephen Rutenberg, Partner - Polsinelli
Shawn Broderick
Moderator - Daniel Marcus, Professor -NYU

2:30 - 3:15 p.m. , Family Office Direct Investments

Steven Saltzstein - Chief Executive Officer - Force Family Office
Gaurav Patankar, OCIO - Bloomberg, LP
Peter Plaut, Plaut Advisory
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust,

3:15 - 4:00 p.m. , ESG 2.0

Kyle (Rachel) Fox, Founder and Partner - KRF Capital
Richard Zimmerman, Partner - WE Family Office
Lindsay Taylor, Founder - Evra
Bate Bate, Managing Partner - EP Valuation

Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,
Date: Thursday February 16th, 2023
Time: 10:00 AM to 4:00 PM Eastern Time