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Family Office Forum, San Diego, CA Trends Forum

Our next San Diego, CA family office forum will see registrants in Silicon Valley and surroundings and online meet

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

FAMILY OFFICE FORUM San Diego, CA

we are delighted to invite you to register* for our upcoming taking place in San Diego, CA

IVYFON SAN DIEGO, CA FAMILY OFFICE OUTLOOK 2024 FORUM

June 5th-6th, 2024

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

Speakers

ALAN SNYDER

VIK SASI

ADAM BASS

JULIAN ADAMS

Conference Address

San Diego, CA - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

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

AGENDA - Wednesday June 5th

Venue:

*San Diego, CA /Zoom

12:00 p.m., Initial Greetings

12:10 a.m. Begin Broadcast
Coffee

12:00-12:30, Initial Greetings

Partner - Buchalter

12:30-1:00, Economic Outlook 2024

Bert Dohmen, President - Dohmen Strategies

1:00-1:30, aShareX - Marketplace for Fractionalized Debt/Equity Stakes in Art

Alan Snyder, Managing General Partner - Shinnecock Partners/aShareX

1:30-2:25, Alternative Credit 2024

Bradley Laddusaw, CPA, Chief Financial Officer / Chief Investment Officer - S&L Capital Group
Kendra Rommel, Principal | Co-Founder - FUTURES Financial
Bill Bymel, Founder & CEO - First Lien Capital
Kevin Arrabaca, Principal - SDC Capital
Moderator - Mark Heil | Managing Director - Pickwick Capital Partners, LLC

2:25 - 3:35 p.m. , Healthcare 2024

George Schwartz, Founder and Chief Executive OfficerFounder - Omnibox, Inc.
Jason Barbour - Founder - SDC (Synkrino Development Company)
Norm Friedland, Esq, Co-Founder, FullSky Partners
Joan Koerber Walker, President and CEO - Arizona BioIndustry Association (AZBio)
Michael Banyas, USPHS, M.P.A., M.A., Health Specialist, Community Health and Population Science - National Institutes of Health
Moderator - David Whelan, Managing Director - Bespoke Business Strategy Inc.

3:35 - 3:50 pm , Revolutionizing Kidney Disease Treatment

John Erbey, PhD , Chief Executive Officer - Riovios

3:50 - 4:20 pm , Royalty/Revenue Interest Financing

Lionel Leventhal, Managing Director and Head of Royalty & Revenue Interest Financing - Ladenburg Thalmann & Co. Inc.

4:20 - 5:10 pm , Real Estate 2024

Steven Shipp, Chief Restructure Officer - Performance Advisory Group ·
Rich Gupta, CEO & Founder - Ascent Investment/R&I Advisor Inc
Partner - Buchalter
Moderator - Matthew Kessler, Managing Partner, MENLO PACE - CRE Capital Markets Debt & Structured Finance

Date: Wednesday June 5th, 2024
Time: 9:00 AM to 4:30 PM Pacific Time

Ivyfon Agenda - - Day 2
Registration-

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

AGENDA - Thursday June 6th

Venue:

*San Diego, CA/Zoom

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

9:35 - 10:25 pm , Mergers & Acquisitions

TBD
Serge Jonnaert, THE.MERGER.COMPANY
Shawn Thompson, Managing Director - Diamond Capital Advisors

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

10:25 - 11:15 pm , Venture Capital 2024

Divya Yerraguntla, Commercialitzion Executive - Venture Capital
Vik Sasi, CSO/MD - Manhattan West
Cheryl Cheng, - Vive Collective
Moderator - Matthew Kessler, Managing Partner, MENLO PACE- CRE Capital Markets Debt & Structured Finance

11:15 - 12:05 pm , Women's Healthcare Investing

Mitzi Krockover, MD, Co-lead of the Health Care Sector Group - Golden Seeds
Susan Sly, Founder and CEO - The Pause AI
Joan Koerber Walker, President and CEO - Arizona BioIndustry Association (AZBio)
Moderator - David Whelan, Managing Director - Bespoke Business Strategy Inc.

12:05 - 12:30 , The Future of Cancer Research

Julian Adams, PhD, President & CEO - Stand Up To Cancer

12:30 - 1:10 pm , Private Equity Outlook

Jack Isaacs, Empower Growth Capital
Andrea Bartzen, Biotech Investment Strategy - Life Sci and Health Tech Funds | Direct Investments - The Beryl Consulting Group LLC
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,
Date: Thursday June 6th, 2024
Time: 9:00 AM to 2:00 PM Pacific Time