cu IVYFON
ivyFon

Welcome to IVYFON, feel free to ask questions here

Speakers

.. JEFF LERMAN
.. TOM GEORGE
.. ED YARDENI
MICHEL DEL BUONO
Conference Address

Palo Alto - Online - Zoom

Ivyfon Agenda - Day 1

Register - Zoom Register Family Office Register Non Family Office

AGENDA - Wednesday May 19th

Venue:

  • * Palo Alto / Zoom

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


  • 8:30 a.m. Begin Broadcast



  • 8:30 a.m. Introduction and Sponsor Segment - Mark Sinatra - Aspen HR


8:35 - 9:00 , Economic Outlook 2021


  • Ed Yardeni, Yardeni Research

9:00 - 10:00 , Manager Selection


  • Dagmar Birker, Executive Director - Novastone Capital Advisors (Swiss Family Office)
  • Michel Del Buono, Chief Investment Officer - Jordan Park Group
  • Laurence Richards, Chief Investment Officer, Legacy Road Family Offices
  • Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

10:00 - 10:25 AM , Navigating California's Post Catastrophe Insurance Market


  • Elizabeth Bishop, Executive Vice President - Heffernan Insurance

10:20 - 10:45 AM , Demand for Autonomous Security Drones


  • Jack Wu, Co-Founder & CEO -Nightingale Security

10:45 - 11:10 AM , Opportunities in Litigation Settlements


  • Roni Dersovitz, Founder - RD Legal Funding, LLC

11:10 - 12:20 , Alternative Credit


  • Zach Ellison, Managing General Partner at Applied Real Intelligence LLC ("A.R.I.")
  • Tim Barnes, Founder at AXIS Group Ventures
  • Jan Brzeski, CIO & Managing Director - Arixa Capital Advisors
  • Bill Bymel, Founding Member - First Lien Capital
  • Scott Griest, COO - Prima Health Credit
  • Lance Holman, President & CEO - Holman Capital
  • Moderator - Gary Sawka, Board Member - CAI International, Inc.

12:20 - 1:40 pm , SPACS in 2021


  • Clay Whitehead, Co-Founder & Managing Partner - Plum Acquisition Corp I
  • Steven Fletcher, CEO at Explorer, Advisor - Apex Technology Acquisition Corp
  • Irv Schlussel, CIO - Diamond Family Office
  • Chris Winiarz, Chief Investment Officer - Lakeview Capital Management, LLC
  • Eric Ball, Chairman of the Board - Archimedes Tech SPAC
  • Moderator - William Haddad, Partner - Venable

1:40 - 2:40 p.m. , Venture Capital 2021


  • Sylvia Kim, Venture Partner - CerraCap Ventures
  • Priscilla Guevara, Head of Investor Relations | Investment Team, Science Ventures
  • Brynne Kennedy, Venture Partner - Impact Venture Capital
  • Joseph Hasselman, Partner at Invicta Growth
  • Moderator - Jeremy Burton, CEO & Co-Founder - Platform Venture Studio

2:40 - 3:30 p.m. , Opportunities in Healthcare


  • Sam Ellis, CEO - January Therapeutics
  • Ashkan Marsh, Partner & Director of Research at Cota Capital - Cota Capital
  • Joe Wilson, Managing Partner at Undeterred Capital
  • John Wesley, Co-Founder and Chief Financial Officer - Dren Bio, Inc.
  • Moderator - Arthur Mrozowski, Silicon Hill Ventures
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3:30 - 4:30 , Real Estate and Hard Assets in 2021


  • Jeff Lerman, Lerman Law Partners
  • Jay Jacobs, Chief Executive Officer - Align Infrastructure
  • Ward Ozeata, Principal, ONE Property Group
  • Joseph Chang, Managing Director - Clear Skies Partners
  • Max Sharkansky, Managing Partner - Trion Properties, Inc.
  • Moderator - Matthew Kessler, Capital Markets Vice President- Rosano Partners Commercial Real Estate

4:30 - 5:00 , The Coming US Job Shortage


  • Arthur Bilger, Founder and CEO - Working Nation
  • Date: Wednesday May 19th, 2021
  • Time: 8:00 AM to 5:00 PM Pacific Time

Register - Zoom Register Family Office Register Non Family Office

Ivyfon Agenda - Day 2

Register - Zoom Register Family Office Register Non Family Office

AGENDA - Thursday May 20th

Venue:

  • * Palo Alto / Zoom

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


  • 9:00 a.m. Begin Broadcast


9:00 - 9:20 , Transformational Changes in Healthcare and Longevity


  • Michael Antonov, Managing Partner - Formic Ventures

9:30 - 10:30 , Alternative Venture Capital Strategies Including Gaming, Podcasts, and Others


  • William Corbin, Head of Revenue and Partnerships - Sound That BRANDS
  • Marvin Liao, Partner - GameGroove Capital
  • Mark Thimmig, Founder, Chairman, CEO - Esportz Entertainment Corp
  • Marwan Refaat, Co-Founder & CEO - GameFi
  • Moderator - Shuo Chen, General Partner - IOVC

10:30 - 10:50 , Opportunities in Defense and Aerospace


  • ROBERT T. HINAMAN, Senior Partner - ACORN GROWTH COMPANIES

10:50 - 11:50 , Fintech


  • Elizabeth Braman, Co-Founder and President - JoyHub
  • Sindhu Joseph, Founder, CEO - CogniCor Technologies
  • Benjamin Verschuere, Co-Founder / Chief Investment Officer - Treasure Financial
  • Nick Markola CIO at Markola LLC, General Partner at Type One Venture, CIO at YourCapital,
  • Tom George, President & Managing Partner, Real Estate & Franchise - Perseus Group, Constellation Software
  • Moderator, Amilcar Chavaria, CEO - Fintech School

11:50 PM - 12:20 PM , Advances in Hard Tumor Treatment


  • Eric Singer, Managing Director - Bradley Woods & Co

12:20 PM - 12:40 PM , Ignite Healthcare


  • Kate Othus, President - Health Professionals Alliance

12:40 PM - 1:05 PM , Real Estate Secondaries Opportunities


  • Andy Weiner, Founder and President - Rockstep Capital

1:05 PM - 1:20 PM , January Therapeutics- Targeted Cancer Therapeutics powered by Nature


  • Sam Ellis, CEO/Chairman of the Board at January Therapeutics

1:20 - 2:20 , A Look into DeepTech (AI, Big Data, Robotics, Space, et al.)


  • Niall McSheffrey, Managing Partner - Elementz Ventures
  • Tarek Waked, Founding Partner - Type One Ventures
  • Nick Larson, General Partner at Driven Capital
  • Jack Wu, Co-Founder & CEO -Nightingale Securities
  • Sahil Khosla, Founding Partner - Fourth Realm VC
  • Bala Cuddalore, Founder & CEO at nlightn Technologies
  • Moderator - Eric Daimler, CEO - Conexus

2:20 - 3:20 p.m. , DeFi - Philosophy, Technology or Reality


  • Xiaohan Zhu, CEO - Decentralized Finance Labs
  • Christoph Umscheid, Managing Director, Manager Origination and Business Development - Stuart Portfolio Consultants, L.P
  • Brooke Pollack, Founder & Managing Partner at Hutt Capital
  • Mauro Andriotto, Equity Partner - SMC (Swiss Family Office)
  • Chris McCann, General Partner - RaceCapital
  • Moderator - Arthur Mrozowski, Silicon Hill Ventures

3:20 - 4:00 , Crypto Asset and NFT Valuations


  • Chen Zhao, Chief Global Strategiest - Alpine Macro
  • Ethan Pierse, Director, CryptoAssets Institute
  • Ty Murphy, Founder - NFT Solutions
  • Moderator/panelist - Eugene Kim, MerchNFT

4:00 - 4:40 , Family Office Deal Making 2021


  • Christian Malek, Managing Partner - Novastone Capital Advisors (Swiss Family Office)
  • Russell Deakin, Managing Partner - Aceana Group
  • Pat Flynn, Managing Director, Secondary Investments - Manhattan West Asset Management, LLC
  • Moderator - Gwen Cheni, Partner - Indie Bio
  • Date: Thursday May 20th, 2021
  • Time: 8:00 AM to 5:00 PM Pacific Time

Register - Zoom Register Family Office Register Non Family Office

Michel Del Buono

Chief Investment Officer

Jordan Park


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Ed Yardeni

President

Yardeni Research

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Tom George

President & Managing Partner, Real Estate & Franchise

Perseus Group, Constellation Software

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Jeff Lerman

Partner

Lerman Law Group

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  • Palo Alto, CA

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