Family Office Forum, San Francisco, CA 2022 Conference

Our next San Francisco, 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

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

IVYFON SAN FRANCISCO, CA FAMILY OFFICE OUTLOOK 2022 FORUM

June 8th-9th, 2022

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

Speakers

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CAROLINE ABRAMO

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WILL STRINGER

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JEFF LERMAN

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CHET WHITE


Conference Address
San Francisco, CA - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

AGENDA - Wednesday June 8th

Venue:

*San Francisco, CA /Zoom

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

9:00 a.m. Begin Broadcast
Initial Greetings - Coffee TBD

9:15-10:00, Economic Outlook 2022

Cory Reader, Chief Investment Officer at Omnia Capital Management, Inc.
Ken Frier, Portfolio Manager - Atlas Capital
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

10:00-11:00, Manager Selection 2022

Danye (Denise) Wang, Managing Partner - UniGlobe Capital
Luis Medina, Chief Investment Officer - Helix Capital Group
Blake Singer, Managing Director - Amera Securities
Moderator - Gary Sawka, Founding Partner - Crimson Growth Partners

11:00 - 11:20 pm , Venture Debt

Will Stringer, Chisos

11:20 - 12:00 pm , Renibus: A Breakthrough Cardio Renal Biotech: Preventing Post Op Complications of Cardiothoracic Surgery

Frank Stonebanks, CEO - Renibus Therapeutics

12:00 - 12:30 pm , Finding Big Returns in Greentech in Today's Market

Chet White, Helios Alpha

12:40 - 1:30 p.m. , Venture Capital 2022


Olga Serhiyevich, Head of Investor Relations at Village Global
Dan Gatti, Managing Partner - Innovative Capital Ventures
Ankita Vashistha, Founder & Managing Partner - StrongHer Ventures
Moderator - Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille

1:30 - 1:55 p.m. , Good Science Needs Good Cells

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

1:55 - 2:35 p.m. , Opportunities in Healthcare

Matthew Brown, Harmonix
Rich Gupta, Partner, Rama Crowd Capital
Thomas Forest Farb, Co-Founder, CEO & Board Member - Thrive Bioscience, Inc.
Moderator - Arthur Mrozowski, Silicon Hill Ventures

2:35 - 3:00 pm , Kineta - Building Next-Generation Immunotherapies and Investor Value

Jacques Bouchy, Business Development - Kineta Inc
Shawn Iadonato , Kineta Inc

3:00 - 4:00 pm , Real Estate 2022

Jeff Lerman, Lerman Law Partners
Deborah Chan Mangan, Athena Investments
Jeff Leon, Managing Member - HLA Ventures
Ken Nitzberg, Chairman & CEO - Devon Self Storage
Dr. Lawrence A. Souza, DBA/CRE/RICS/CCIM. Senior -Real Estate/Financial/Investment Economist/Advisor/Broker
Moderator - Matthew Kessler, Capital Markets Debt & Structured FinanceCapital Markets Debt & Structured Finance Rosano Partners Commercial Real Estate

4:00 - 4:20 pm , Opportunities in Later Stage Venture Capital

Caroline Abramo, Chief Executive Officer - Pana LCE

Date: Wednesday June 8th, 2022
Time: 9:00 AM to 4:30 PM Pacific Time


Ivyfon Agenda - - Day 2
Registration-

AGENDA - Thursday June 9th

Venue:

*San Francisco, CA/Zoom

10:00 a.m., Initial Greetings - Coffee


10:30 - 11:00 , Macro Economic Analysis

Jeffrey Huge, Founder & CIO - JWH Investment Partners

11:00 - 11:10 pm , HR Outsourcing

Jenny Souksavath, COO & Managing Director - Aspen HR

11:10 - 12:00 , ESG 2.0

Chet White, Helios Alpha
Caroline Abramo, Chief Executive Officer - Pana LCE
Jennifer Warren, Concept Elemental
Tyson Halsey, Managing Member - Income Growth Advisors,

11:50 - 12:40 , Fintech

Joel Abramson, Sr. Real Estate Development Consultant - Onsite IQ
Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille
Moderator - Arthur Mrozowski, Silicon Hill Ventures

12:40 - 1:30 p.m. , Crypto Assets and Valuations (NFTs, Metaverse, Asset backed Tokens, Web3)

Rich Gupta, Partner, Rama Crowd Capital
Robert Levin, CEO - Emerging Star Capital, LLC

Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

1:30 - 2:20 p.m. , Direct Investments and Private Equity

Sal Buscemi, Managing Director - DAndrew Partners
Natalie McVeigh, Managing Director – EisnerAmper
Moderator - TBD

2:20 - 3:00 pm , Tax Planning for 2022

Michael Morris, Director - EisnerAmper
Daniel Krauss, Director - EisnerAmper


Date: Thursday June 9th, 2022
Time: 10:00 AM to 4:00 PM Pacific Time

Caroline Abramo

Chief Executive Officer

Pana LCE

Will Stringer

Co-Founder and CEO

Chisos



Blake Singer

Consultant

Amera Securities

Chet White

President and CEO

Helios Alpha

EisnerAmper

San Francisco, CA

PLATINUM SPONSORS


BRONZE AND SEASONAL SPONSORS

We Engage Family Office and Institutional Investors

FUND AND DEAL SPONSORS

Share information about their broad outlook while providing narrow and specific insight into their core subject matter expertise and focus

MORE ABOUT OUR FUND AND DEAL SPONSORS

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VIDEO RESOURCES

IVYFON - Crypto and Blockchain in 2021 - Silicon Valley, CA

IVYFON - Venture Capital in 2021

IVYFON - Real Estate in 2021 - Boston, MA

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