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Family Office Forum, New York City 2022 Conference

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

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

FAMILY OFFICE FORUM NEW YORK

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

IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2022 FORUM

FEBRUARY 23-24, 2022

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

Speakers

LISA CONTE

CLAY DUNNAGAN

THOMAS FOREST FARB

RANDY COHEN

Conference Address

New York City - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

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

AGENDA - Wednesday February 23rd

Venue:

*New York City/Zoom

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

9:00 a.m. Begin Broadcast

9:15-9:50, Economic Outlook 2022

Joseph Carson, Economic Consultant, former Chief Economist at Alliance Bernstein

9:50-10:50, Emerging Managers 2022

Michael Coolbaugh, Founder/Chief Investment Officer - Strom Capital Management LLC
Michael Friedlander, Chief Operating Officer/Chief Risk Officer - Infini Capital Managements
Mina Tadrus, Chief Executive Officer - Tadrus Capital LLC
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

10:50-11:45, Manager Selection

Chip Perkins, CEO - Perkins Fund Marketing and Managing Member, Perkins Fund Marketing
Gib Dunham, Chief Investment Officer - Bridgeway Wealth Partners
JD David, Managing Director IR & Marketing Solutions - MJ Hudson
John Service, Managing Director - Layton Road Group
Moderator -Robyn Polansky Morrison, Founder and Lead Principal - MORR Strategy LLC

11:45 - 12:10 , Liquid Private Equity

Randy Cohen - PEO Partners

12:10 - 1:00 pm , Alternative Credit

Michael Dasappan, President & CEO - Liquid Capital Growth Funding
Michael Scarangella, Managing Partner - Carlton Credit Partners
Jason Block, Partner - Freedom 3 Capital LLC
Justin Cooper, Co-Founder/Managing Partner - C6 Capital, LLC.
Jeff Davis, Partner - Private Credit - FirstPoint Equity

1:00 - 1:45 pm , Crypto Outlook 2022

Dr. Elizabeth Lewis, Co-Owner - Crypto VCF
Mauro Andriotto, Equity Partner - SMC (Swiss Family Office)
Eric Weiss, Founder & Chief Investment Officer - Blockchain Investment Group LP
Moderator - Patrick Bucquet, Partner and Co-Founder - Chappuis Halder & Co.

1:45 - 2:30 p.m. , Venture Capital 2022

Lori Wachs, Partner - Springboard Growth Capital
Gene Massey, Chairman/CEO - MediaShares
Dave Liu, Founder and CEO - Liucrative Endeavors
Moderator - Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille

2:30 - 3:30 p.m. , Opportunities in Healthcare

Mahesh Narayanan, Managing Partner - Neuvation Ventures
Jeff Trongone, Managing Partner - Malbec Capital Partners
Maxim Owen, Partner - Wavemaker Three-Sixty Health
Moderator - Arthur Mrozowski, Silicon Hill Venture

3:30 - 4:30 , Considerations for Family Office Portfolio Diversification via Real Estate

Remy Raisner, Founder & CEO - The Raisner Group
Peter Powers, Vice President of Acquisitions - MPI Holding Group
Maxwell Wu, Co-Founder - Fulcrum Lending | Real Estate Technology
Moderator - Robert F. Geils, Broker - The Corcoran Group

Date: Wednesday February 23rd, 2022
Time: 9:00 AM to 4:30 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 24th

Venue:

*New York City/Zoom

9:00 a.m., Initial Greetings - Breakfast

9:00 a.m. Begin Broadcast

9:15 - 9:45 , TBD

Andrew Rechtschaffen, Chief Executive Officer - Arex Capital

9:45 - 10:45 , Alternative Strategies

David Rhudy, Partner - Protocol Capital Management
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Olga Kane, Managing Director - Synthesis
Peter Habib, CEO - Co-Founder - MPI Holding Group
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

10:45 - 11:25 , Private Equity 2022

Chris Lawrence, Managing Partner, Founder - Labyrinth Capital Partners
Misha Vasilchikov, Founding Partner - ARGO Capital Advisors
Moderator - Gary Sawka, Board Member - CAI International, Inc.

11:25 - 11:55 , Concentrated Investing

Clay Dunnagan, Anchor Capital

11:55 - 1:05 , Fintech

Ron D'vari, Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Perri Richman, Chief Executive Officer and Founder - Inspire Global Ventures, Inc.
Carlos Zalles, Chairman & Founder , LW Partners
Alex Koles, Founder & Managing Director - Evolve Capital Partners Inc
Moderator - Antoinette Rodriguez, Coach and Fintech Marketer -MarFi Advisors, Inc.

1:05 - 1:35 p.m. , Good Science Needs Good Cells

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

1:35 - 2:25 p.m. , DeepTech

Irene Aldridge, Adjunct Professor - Cornell University
Nasrin Mostafazadeh, Co-founder - Verneek
Ken Zockoll, CEO - Spatial Risk Systems, A Spatial Finance Company
Tasha Keeney, CFA, Analyst - ARK Investment Management LLC
Moderator - Arthur Mrozowski, Silicon Hill Ventures

2:25 PM - 2:55 PM , Jaguar Health

Lisa Conte, Founder/CEO/president - Jaguar Health

2:55- 3:40 p.m. , Crypto Assets and Valuations

Oz Sultan, Chief Strategist - Sultan Interactive Group
Pat LaVecchia, Founder of Oasis Pro Markets LLC / Oasis Pro Inc.
Moderator - Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille

Date: Thursday February 24th, 2022
Time: 9:00 AM to 4:00 PM Eastern Time