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Family Office Forum, Austin, TX 2023 Conference

Our next Austin, TX family office forum will see registrants in Austin, TX and surroundings and online meet

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

FAMILY OFFICE FORUM Austin, TX

we are delighted to invite you to register for our upcoming event taking place in Austin, TX

IVYFON Austin, TX FAMILY OFFICE OUTLOOK 2023 FORUM

March 13-14, 2023

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

Speakers

SCOTT CHESKIEWICZ

DORY WILEY

ALAN SNYDER

WILL STRINGER

Conference Address

Austin, TX - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

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

AGENDA - Monday March 13th

Venue:

*Austin, TX/Zoom

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

9:30 a.m. Begin Broadcast

9:30-9:40, Introductions

Scott Cheskiewicz, Partner - Jackson Walker

9:40-10:05, Economic Outlook

Dory Wiley, President & CEO - Commerce Street Holdings

10:05-10:50, Manager Selection 2023

Scott Cheskiewicz, Partner - Jackson Walker
Peter Plaut, Plaut Advisory
Blake Singer, Managing Director - Amera Securities
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

10:50-11:35, Alternative Strategies 2023

Charles Friedberg, COO - Libertas Funding
Shant Sood, Managing Partner, Co-Founder - Sanctum Altriarch Investment Management
Graham McCall, Partner - Jackson Walker
Moderator - Julia Valentine, Chief Operating Officer and Chief Technology Officer - AlphaMille

11:35-11:55, Venture Lending Outlook

Will Stringer, co-founder and CEO - Chisos

11:55-12:20, Empower Pharmacy

Shaun Noorian, Founder & CEO - Empower Pharmacy

12:20 - 12:45 , Fractionalized Art Equity and Lending Strategies

Alan Snyder, Managing General Partner - Shinnecock Partners/ aShareX

12:45 - 1:10 , SubPrime Credit Rating

Evan V Chrapko, Founder, Chairman & CEO - Trust Science

1:10 - 1:55 , Mergers & Acquisitions 2023

Bill King, Managing Director - Now Capital
Paul Whitley, Fractional CFO / COO / Business Development CRM / CEO - C-Suite Support ·
Prabhu Antony, Co-Founder & President, Founder - Stonebridge Acquisition Corporation (Nasdaq:APAC)
Moderator - David Nayer, CEO - Apex Innovation Ventures

1:55 - 2:40 pm , Energy - Oil & Natural Gas Outlook

Timothy Smith, CIO, Single - Family Office, Petro Lucrum, Inc.
Jay Young, Founder & CEO - King Operating Corporation
Steve Blackwell, CEO - IEP Retain and Grow Wealth
David Lewis, Chief Executive Officer - Energy Capital Vietnam
Moderator - Arthur Mrozowski, Managing Partner - Silicon Hills Ventures

2:40 - 3:30 p.m. , Venture Capital 2023

Eric Engineer, Partner -S3 Ventures
Ricky Tejapaibul, Managing Partner and CEO - Tech Wildcatters
Matt Brown, Managing Director - Brown Family Office
Arie Brish, Adjunct Faculty - St. Edwards University
Moderator - Daniel Marcus, Professor -NYU

3:30 - 3:50 , MedTech Company Presentation - Reg D Private Placement Offering

James Peacock, CEO - Nocira

3:50 - 4:30 , Considerations for Family Office Portfolio Diversification via Real Estate

Gerry Hedgcock, CEO & Managing Principal - Mirasol Real Estate Partners
David R. Soares, President & CEO - Lexden Family Office LP / Lexden Capital, LLC
Moderator - Dan Kryzanowski, Advisory Partner - BV Capital

4:30 - 4:55 , Sustainability and Innovation Venture Capital - 2023

Chet White, MP - Carat Ventures

Date: Monday March 13th, 2023
Time: 8:00 AM to 5:00 PM Central Time

Ivyfon Agenda - - Day 2
Registration-

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

AGENDA - Tuesday March 14th

Venue:

*Austin, TX/Zoom

9:00 - 9:30 a.m., Breakfast - Coffee

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

Rob Suffoletta, Partner - Wilson Sonsini

9:40 - 10:20 , Private Equity Opportunities 2023

Brandon Knicely, Cofounder, Managing Partner - Third Drive

10:20 - 11:10 , Energy Economic Outlook

Anas alhajji, PhD, Managing Partner - Energy Outlook Advisors, LLC

11:20 - 12:20 p.m. , Opportunities in Healthcare

Andrea Kalmans, Founder Lontra Ventures
Emma Cartmell, Founding Partner - Cartmell Ventures
Dr. Peter Bonutti, Orthopedic Surgeon - Sarah Bush Lincoln
Moderator - Al Dampier, CEO, Dampier Consulting

12:20 - 12:50 p.m. , Venture Capital Financing Outlook for 2023

Rob Suffoletta, Partner - Wilson Sonsini

12:50 - 2:00 p.m. , ESG

Jennifer Warren, Concept Elemental
Bate Bate, Managing Partner - EP Valuation
Victor Sauers, Chief Executive Officer - TKO Energy Capital (To Mentor and to Serve)
Don Turner, Chief Operating Office - H2EG
Michael Poisson, Managing Director - IdealRatings, Inc. �� Full-time
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors
Date: Tuesday March 14th, 2023
Time: 10:00 AM to 2:00 PM Central Time