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Family Office Forum, Dallas, TX 2022 Conference

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

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

FAMILY OFFICE FORUM Dallas, TX

we are delighted to invite you to register* for our upcoming taking place in Dallas, TX

IVYFON Dallas, TX FAMILY OFFICE OUTLOOK 2022 FORUM

October 25-26, 2022

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

Speakers

GEORGE LEE

JOSHUA MCCLURE

ALAN SNYDER

SAL BUSCEMI

Conference Address

Dallas, TX - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

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

AGENDA - Tuesday - October 25th

Venue:

*Dallas, TX/Zoom

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

9:30 a.m. Begin Broadcast

9:30-9:40, Introduction

George T. Lee, Partner - Carrington Coleman

9:40-10:10, Economic Outlook

Dory Wiley, President & CEO - Commerce Street Holdings

10:10-11:00, Manager Selection 2022

George Lee, Partner - Carrington Coleman
Danye (Denise) Wang, Managing Partner - UniGlobe Capital
J. Douglas Newsome, CFA, Managing Director, Director of Research - Perkins Fund Marketing LLC
Moderator - Mark Heil, Regional Sales Manager, Midwest - Institutional - Pacific Premier Trust

11:00-11:30, Uber Knows More About Us Than Researchers Know about Their Cells: More and Better Data Speeds Successful Drug Discovery

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

11:30-12:00, Alt investments: Investing Directly in People

Will Stringer, co-founder and CEO - Chisos

12:00 - 12:30 , TBD

Henry J Legere III, MD, CEO - Reliant Immune Diagnostics

12:30 - 1:00 pm , Fractionalized Art Equity and Lending Strategies

Alan Snyder, Managing General Partner - Shinnecock Partners / aShareX

1:00 - 2:00 pm , Investment Trends in Collectibles and Fine Art

Alan Snyder, Managing General Partner - Shinnecock Partners / aShareX
Todd Imhof, Executive Vice President - Heritage Auctions
Ed Beardsley, Vice President and Managing Director, Fine & Decorative Arts – Heritage Auctions
Moderator - Andrea Perez, Partner and Chair of Art Law Practice Group - Carrington Coleman

2:00 - 2:50 pm , Energy 2023 Outlook

Steve Blackwell, CEO & Managing Partner - Invito Energy Partners
Bate Bate, Managing Partner - EP Valuation
John Carr, President - Carr Resources, Inc
Moderator - David Heidenreich, Partner - Carrington Coleman

2:50 - 3:40 p.m. , Healthcare 2023

Scott Roloff, President - IntegerHealth
Max Dordevic, Co-Founder and CEO - Neurox1
Moderator - Alvon Dampier, CEO, Dampier Consulting

3:40 - 4:30 , Considerations for Family Office Portfolio Diversification via Real Estate

Peter Powers, Vice President of Acquisitions - MPI Holding Group
San Eng, Managing Partner - Skytian Capital
Andreas Bremer, President & CEO - International Capital
David Drumm, Partner - Carrington Coleman
Moderator - Dan Kryzanowski, Advisory Partner - BV Capital

Date: Tuesday October 25th, 2022
Time: 9:00 AM to 4:30 PM Central Time

Ivyfon Agenda - - Day 2
Registration-

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

AGENDA - Wednesday October 26th

Venue:

*Dallas, TX/Zoom

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

George Lee, Partner - Carrington Coleman

10:30 - 11:10 , Families in Business - Executive Education

Samy Dwek, CEO - The Family Office Doctor

11:10 - 11:40 , Family Office Considerations for 2022

Clint Haggard, President - Burgher Haggard

11:40 - 12:40 p.m. , Venture Capital 2023

David Nayer, CEO - Apex Innovation Ventures
Ricky Tejapaibul, Managing Partner and CEO - Tech Wildcatters
Erik Cooper, Managing Partner, Chief Investment Officer - Fountech Ventures
Moderator - Arthur Mrozowski, Silicon Hill Ventures

12:40 - 1:30 p.m. , ESG 2.0

Chris Rawley, CEO - Harvest Returns
Heather Gilker, Principal - Tokalon Advisors

Moderator - Tyson Halsey, Managing Member - Income Growth Advisors

1:30 - 2:20 p.m. , Crypto Assets and Valuations (NFTs, Metaverse, Asset backed Tokens)

Joshua Johnson, Founder - Beyond Meta
Sami Dwek, Founder & CEO - White Knight Consulting
Daniel Marcus, Professor -NYU

2:20 - 3:10 p.m. , Family Office Direct Investments

Sal Buscemi, CEO and Co-Founder of HRN, LLC
Charles Preston, Managing Director - Harris Preston & Partners
John Langston, Managing Partner - Republic Capital Group
George Lee, Partner - Carrington Coleman

3:10 - 4:00 p.m. , Trust & Estates Planning

Ashley McMillan, Carrington Coleman
Pam Dennett, Tax Partner - National Office Estate Gift and Trust practice Armanino LP
Julie Ann Buschman, Senior Fiduciary Officer - Northern Trust.

Date: Wednesday October 26th, 2022
Time: 10:00 AM to 2:00 PM Central Time