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Family Office Forum, San Diego, CA Trends Forum

Our next Los Angeles, 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 Los Angeles, 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

JOHN MOLINA

PAT SOLDANO

JESSE DRAPER

ART BILGER

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:

*Los Angeles, CA /Zoom

8:00 a.m., Initial Greetings - Breakfast

9:30 a.m. Begin Broadcast
Breakfast - Coffee

8:30-8:45, Initial Greetings

David Kramer, Counsel - Greenberg Glusker

8:45-9:15, Economic Outlook 2024

Michael Ashley Schulman, CFA , Partner, Chief Investment Officer - Running Point Capital Advisors
Cory Reader, Chief Investment Officer at Omnia Capital Management, Inc.
Tyson Halsey, Managing Member - Income Growth Advisors

9:15-10:45, TBD

TBD

10:45-11:10, Investing in Women Owned Ventures

Jesse Draper, General Partner - Halogen Ventures

11:10-12:00, Alternative Credit 2024

Tom Niehaus, Co-Founder & General Partner - Pivotal Capital
Shant Sood, Managing Partner, Co-Founder - Sanctum Capital Management
Kendra Rommel, Principal | Co-Founder - FUTURES Financial
Bill Bymel, Founder & CEO - First Lien Capital

Moderator - TBD

12:00 - 12:25 pm , The Future of Cancer Researchg

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

12:30 - 1:20 p.m. , Healthcare 2024

Mark Urdahl, General Partner - Return On Life Fund
Sandrine Miller-Montgomery, President and CEO - Micronoma

Norm Friedland, Esq, Co-Founder, FullSky Partners
Moderator - Arthur Mrozowski, Silicon Hill Ventures

1:20 - 1:50 pm ,GRX-917 – Next generation therapy for anxiety – better than Xanax, approval by 2026.

Mario Saltarelli MD, PhD, CEO, CMO, Board Director, Entrepreneur - GABA THERAPEUTICS, INCN
Richard G. Farrell, Chief Financial Officer & Chief Operating Officer - GABA THERAPEUTICS, INC

1:50 - 2:15 pm , TBD

TBD

2:15 - 2:40 pm , TBD

2:45 - 3:15 pm , Opportunities in the Energy Transition Economy

John Molina, Founding Partner - Pacific 6

3:30 - 4:25 pm , Real Estate 2024

Ron D'vari, Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Rich Gupta, CEO & Founder - Ascent Investment/R&I Advisor Inc
Brian Kang, Partner - Greenberg Glusker
Ken Nitzberg, Chairman & CEO - Devon Self Storage
Moderator - Matthew Kessler, Managing Partner, PACE Equity - CRE Capital Markets Debt & Structured Finance

4:25 - 4:50 pm , WorkingNation

Art Bilger, WorkingNation

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 May 9th

Venue:

*Los Angeles, CA/Zoom

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

8:35 - 9:25 pm , Mergers & Acquisitions

Ali Mahrouyan, Founder / Managing Director - Coastal Grove Partners
David Mandel, Managing Partner - Emerging VC
Cristina Escoda, Co-Founder & Managing Partner - Tachyon Ventures

Moderator - Matthew Kessler, Managing Partner, PACE Equity Capital- CRE Capital Markets Debt & Structured Finance

9:25 - 10:15 pm , Venture Capital 2024

10:15 - 11:05 pm , Mergers & Acquisitions

11:05 - 11:40 , Policy and Taxation

Pat Soldano, President - Policy and Taxation Group

11:40 - 12:00 , Crypto Outlook

Lauren Stephanian, Partner - Pantera Capital

12:00 - 12:25 pm , aShareX - Marketplace for Fractionalized Debt/Equity Stakes in Art

Alan Snyder, Managing General Partner - Shinnecock Partners/aShareX

12:25-1:20, Alternative Alpha Strategies 2024

Ron D'vari, Executive Chairman, Chief Investment Officer, Co-Founder at NewOak
Moderator - Mark Heil, Heil Consulting

1:20 - 2:10 , Private Equity Outlook

Jack Isaacs, Empower Growth Capital
Gary Post, Managing Partner - K Funds
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,

2:10 - 3:00 , Family Office Deal-Making

TBD

Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,

3:00 - 3:30 , New Approaches in Cancer Funding

StandUp To Cancer

3:30 - 4:00 , New Approaches in Foster Care

Rich Enthoven, Board Member (Family Office) - ConnectOurKids

4:00 - 4:50 , Energy Transition

Matt Lucas, Managing Partner - Tuatara Development Capital
Bate Bate, Managing Partner - EP Valuation
Vincent Lui, General Partner - Carbon NVP
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,
Date: Thursday June 6th, 2024
Time: 9:00 AM to 12:00 PM Pacific Time