Family Office Forum, NYC, NY 2024 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

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 2024 FORUM

June 25-26th, 2024

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

Speakers

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MARCO SORIANO

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ANDREW HULSH

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MICHAEL WEINBERG

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NORM FRIEDLAND


Conference Address
New York, NY - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

AGENDA - Tuesday June 25th

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 - Andrew Hulsh, Partner - Mintz

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

Julian Brigden, Co-Founder & President - Macro Intelligence 2 Partners LLC

9:30 a.m. - 10:30 a.m, Opportunities in Energy Investment

Tyson Halsey, Managing Member - Income Growth Advisors
David Allen, CFA, Managing Director - Octane NY
Christine Guerrero, Strategic Advisor - OCTANE INVESTMENTS, LLC

10:30 a.m. - 11:30 a.m, Alpha Strategies

Michael Weinberg, Adjunct Professor of Finance and Economics - Columbia Business School
Nick Markola Managing Partner & CIO - Markola Group
Vidak Radonjic, Founder & CEO - Managing Partner - The Beryl Consulting Group LLC
Balaj Singh, Vice President - Meketa
Moderator - Mark Heil | Managing Director - Pickwick Capital Partners, LLC

11:30 a.m.- 12:20 p.m. , Emerging Managers

Mark E. Jennings, Jr. , Managing Director - Head of Capital Introductions - BITE Investments
Ellen Snibbe Baker, Partner - Baker Aurora LLC

Moderator - Howard Cohen, Strategies for Wealth

12:20 p.m. - 12:50 p.m, Soriano Family Office

Marco Soriano, Chairman of the Board of Directors - The Soriano Group / Soriano Family Office

Investing and Acquisitions by PE Firms and Family Offices 12:50 p.m. - 1:20 p.m, TB

Andrew Hulsh, Member - Mintz

1:20 - 2:20 , Healthcare

Tomas Philipson, Managing Partner - Meda Ventures
David Whelan, Managing Director - Bespoke Business Strategy Inc.
Norm Friedland, Esq, Co-Founder, FullSky Partners


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

2:20 - 2:45 p.m. , Opportunities in Cancer Research and Treatment

Sean Coveleski, Stand Up To Cancer

2:55 - 3:20 p.m. , Private Jet Transportation

Matthew Winer , - Prism Aviation

3:20 - 3:45 p.m. ,

Stuart B Mitchell, PhD| Founder / CEO - Novuson Surgical

3:45 - 4:10 p.m. , Precious Metals and Storage Outlook

Josh Phair, CEO -Wyoming Reserve

4:10 p.m. - 5:00 p.m, Alternative Real Estate

Zach Shipps, Principal - Northbow
Liz Habib, MP Family Office
Nipun Dubey, Co-Founder & CEO - HappiNest.AI
Moderator - Ross Weiner, Founder & CEO - Gemsco Capital & Gemsco Realty Advisors

Date: Tuesday June 25th, 2024
Time: 8:00 AM to 5:00 PM Eastern Time


Ivyfon Agenda - - Day 2
Registration-

AGENDA - Wednesday June 26th

Venue:

*NYC, NY

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


*NYC, NY/Zoom

9:20 a.m. , Initial Greetings - Open Zoom

Andrew Hulsh, Partner - Mintz

9:30 - 10:20 p.m. , Private Equity / Private Credit

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Matthew Garrett, Managing Member - Strata Analytics, LLC
TBD
Moderatr - Daniel Marcus, Lecturer - NYU

10:30 - 11:00 am , A New Solution for Detached and Leave Behind Ghost Fishing Gear

Leif Martin Klakken, Chairman of the Board - Ghost Fishing Solutions

11:00 a.m.- 12:00 p.m. Next Generation Entrepreneurship

Jerod Shelton - Good Filling
Cassie Huang, Co-Founder - Arete for You
Zach Griff, Founder - Autopilot
Rachel League, CFO For All
Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.


Date: Wednesday June 25th, 2024
Time: 9 AM to 4:00 PM Eastern Time

Marco Soriano

President

Soriano Family Office

Andrew Hulsh

Partner

Mintz



Michael Weinberg

Adjunct Professor

Columbia University

Norm Friedland, Esq

Co-Founder

FullSky Partners

Day 1-2

Mintz

919 3rd Ave, New York, NY 10022

NYC, NY

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