IVYFON

New York Silicon Valley Miami Texas Boston Other Locales

Family Office Forum, NYC, NY 2023 Conference

Our next New York, NY family office forum will see registrants in New York, NY and surroundings and online meet

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

FAMILY OFFICE FORUM NEW YORK, NY

we are delighted to invite you to register* for our upcoming event taking place in New York, NY

IVYFON NEW YORK CITY FAMILY OFFICE OUTLOOK 2023 FORUM

September 12th-13th, 2023

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

Speakers

BRADLEY TUSK

GARY ROSEN

HARRY EDELSON

PETER LEWIS

Conference Address

New York, NY - Online - Zoom

Ivfon Agenda -- Day 1
Registration-

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

AGENDA - Tuesday September 12th

Venue:

*NYC, NY /Zoom

9:00 a.m., Breakfast

9:30 a.m. - 9:35 a.m, Initial Greetings

9:30 a.m. Begin Broadcast
Initial Greetings - Coffee Gary Rosen, Partner -Marcum

9:35 a.m. - 10:10 a.m, Using Predictive Analytics for Macro and Granular Investment Decisions

Konstantin Fominykh, CFA, CEO & CIO - TenViz

10:10 - 11:00 p.m. , Venture Capital 2023

Aditya Mishra, BatVC
Peter Thurlow, Partner - Polsinelli
Lori Anne Czepiel, Partner - Nelson Mullins Riley & Scarborough
Moderator - Ellen Snibbe Baker, Partner - Baker Aurora LLC

11:00 a.m. - 11:30 a.m, Private Valuations Outlook 2023 and Beyond

Tim Croushore, Partner - Marcum
Gary Rosen, Partner -Marcum

11:30 - 12:00 pm , Economic Outlook

Darius Dale, Founder and Chief Executive Officer - 42 Macro

12:05 p.m. - 12:30 p.m, Investments in Short Time Horizon Private Companies with an Outlook towards Liquidity Events

Chris Fisher, Co-Founder, Managing Director - Global Public Offering Fund

12:30 p.m. - 1:15 p.m, Real Estate Outlook

Peter Lewis, Chairman and Founder - Wharton Equity Partners

1:15 p.m.- 1:40 p.m. , Fractionalized Art Equity and Lending Strategies

Alan Snyder, Managing General Partner - Shinnecock Partners/ aShareX

1:40 - 2:15 p.m. , Farmland

Maia Land, LLC, a U.S. Agricultural Land Fund managed by Semper

2:15 - 2:40 p.m. , Good Science Needs Good Cells

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

2:40 p.m. - 3:05 p.m, Opportunities in Niche Venture Capital

Bradley Tusk, General Partner - Tusk Ventures - Tusk Holdings

3:05 - 4:00 p.m. , Alternative Real Estate

Carol Pepper, CEO - Pepper International Family Office
Tal Peri, Head of U.S. East Coast and Latin America - Union Investment Real Estate GmbH
Jiho Lee / Tishman Capital Partners
Moderator - Ross Weiner, Founder & CEO - Gemsco Capital & Gemsco Realty Advisors

4:00 - 4:30 pm , Opportunities with the Performing Arts

Sonja Kostich, Executive Director of Baryshnikov Arts

4:30 - 5:00 pm , Harry Edelson

Harry Edelson, CFA, CCP, CDP, General Partner - Edelson Technology Partners

Date: Tuesday September 12th, 2023
Time: 8:00 AM to 5:00 PM Eastern Time

Ivyfon Agenda - - Day 2
Registration-

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

AGENDA - Wednesday September 13th

Venue:

*NYC, NY

9:00 a.m., Check-In - Coffee

*NYC, NY/Zoom

9:00 a.m. - 9:05 a.m., Initial Greetings - Open Zoom

Gary Rosen, Partner - Marcum

9:05 a.m. - 9:30 a.m, Early Stage Venture Capital

Pen King, Partner - Innovating Capital

9:40 - 10:30 , Alternative Strategies

Mary Beth Glaccum, Managing Director - Castle Hill Capital Partners, Inc.
Suzanne Murphy, Managing Director - Lampe Conway
Dianna Raedle, CEO - Deer Isle Group
Moderator - Robert Soler, CFA, WMCP, RICP, CExP, Financial Advisor - Strategies for Wealth

10:30 - 11:15 am , Artificial Intelligence in Trading Strategies

Konstantin Fominykh, CFA, CEO & CIO - TenViz

Michael Weinberg, Adjunct Professor - Columbia University
Scott Warren, Quantitative Investment Strategist - Apex Quantitative Group · Full-time
Moderator - Mark Heil, Heil Consulting

11:15 a.m. - 12:05 p.m, Manager Selection 2023

Marie DeFalco, Partner Lowenstein Sandler
Matthew Garrett, Global Macro Strategy and Research - Strata Analytics LLC
Ellen Snibbe Baker, Partner - Baker Aurora LLC

Moderator - Howard Cohen, Strategies for Wealth

12:05 - 1:00 , Healthcare

Vadim Shepel, Founder & CEO - Bench2Bio
Michael P. Wilson, PhD, Chief Executive Officer - Viomerse, Inc.
Fred Nazem, CEO & Chairman - Rejuvenan
Elana Ulansky, Partner - Gorlin Companies
Steven Katz, President - Steven Katz & Associates, Inc.
Moderator - Arthur Mrozowski, Silicon Hill Ventures

1:00 p.m.- 1:50 p.m. , Private Equity / Mergers & Acquisitions

Jack Isaacs, Empower Growth Capital
Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Richard Izzi, Partner - Marcum
Moderator - Wayne Brown, Managing Partner - The Walker Group

1:50 - 2:40 p.m. , ESG 2.0

Victor Sauers, Chief Executive Officer - TKO Energy Capital (To Mentor and to Serve)
Ira Joseph, Global Fellow - Center on Global Energy Policy - Columbia University
Richard Zimmerman, Partner - WE Family Office
Michael Poisson, Managing Director - IdealRatings, Inc.
Moderator - Tyson Halsey, Managing Member - Income Growth Advisors,