IVYFON

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 9th

Venue:

*NYC, NY /Zoom

8:30 a.m., Breakfast

9:30 a.m. - 9:45 a.m, Initial Greetings

9:30 a.m. Begin Broadcast
Coffee - Initial Greetings - Peter Thurlow, Partner - Polsinelli

9:45 a.m. - 10:30 a.m, Economic Outlook

Jeffrey Huge, Founder & CIO - JWH Investment Partners

10:30 a.m. - 11:20 a.m, Alpha Strategies

Tyson Halsey, Managing Member - Income Growth Advisors
Suzanne Murphy, Managing Director - Lampe Conway
Manoj Ramnani - Founder, Chief Investment Officer - 93 East Capital

Moderator - Mark Heil, Managing Director - Pickwick Capital Partners

11:20 a.m.- 12:10 p.m. , Manager Selection

Mark Heil, Managing Director - Pickwick Capital Partners
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group
Lindsey Sichel Rubinstein -Chief Marketing & Investor Relations Officer, Managing Director - Opus Capital Management LLC
Moderator - Howard Cohen, Strategies for Wealth

12:10 a.m.- 12:30 p.m. , Prevention Care

David Dlesk , CEO - Cofounder - Embrace Prevention Care

12:30 p.m.- 12:55 p.m. , Hyperthermic Cancer Technologies

Edward Bruce-White , CEO - Combat Medical

12:55 p.m.- 1:20 p.m. , Developing Next Generation Enzyme Replacement and Gene Therapies for LSDs

Cuong Do, Founder of M6P Therapeutics

1:10 p.m. - 2:00 p.m, Healthcare

Norm Friedland, Esq, Co-Founder, FullSky Partners
Lucas De Breed, Director, Investments - BrightEdge/American Cancer Society
Eveline Gerck, Family Office , KFund - Board Advisor
Moderator - Steven Katz, President - Steven Katz & Associates, Inc.

2:00 p.m.- 2:10 p.m. , Opportunities in Industrial Real Estate

Doug O'Donnell, CEO & President - The O'Donnell Group

2:10 p.m. - 3:00 p.m, Private Equity Search Funds and Independent Sponsors

Chris Anci, Anci Advisors (Former Operating Partner Family Office)
Kiyotaka Tanaka, Founder & Managing Partner - Tradition Search Fund
Gaurav Mehta, Managing Partner - Mehshah Capital

Moderator - Daniel Marcus, Adjunct Professor -NYU

3:00 p.m. - 3:40 p.m A New Dawn for Real Estate

Peter Lewis, Chairman and Founder - Wharton Equity Partners

3:40 - 4:30 p.m. , Real Estate Outlook 2025

AARON MANOUCHERI, COO & CO-FOUNDER - MANOUCHERI BROTHERS LLC
Steven Shipp, Performance Advisory Group
Asaf Fligelman, Partner - Churchwick Partners
Paul Sygrove, Chief Investment Officer at Swig Equities
Moderator, Jim Bowles - Managing Director - Prana Investments

4:30 p.m. - 4:55 p.m Assessing the Fast Changing Asian Marketplace and New Opportunities

Thomas Baron, CPA, MinstD , Founder & Director - RB Wealth Management

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 10th

Venue:

*NYC, NY

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

*NYC, NY/Zoom

9:30 a.m. , Initial Greetings - Open Zoom

Peter Thurlow, Partner - Polsinelli
*NYC, NY/Zoom

9:45 a.m. - 10:30 a.m. Impact of Tariffs on Global Economics

Georges Ugeux, Chairman and CEO - Galileo Global Advisors

10:30 a.m.- 11:30 p.m. Venture Capital

Peter Thurlow, Partner - Polsinelli
Marco Soriano, Chairman of the Board of Directors - The Soriano Group / Soriano Family Office
Luis Valdich, Managing Partner - VIM Investors Brian McMahon, Expert DOJO / Nathan Family Office
Moderator - Greg Libertiny, MBA CPA CFF ABV CDA - Managing Partner - NBT Associates LLC

11:30 - 12:15 pm , The Business of Broadway

Wendy Federman, President - Foolish Mortals Productions

12:15 p.m.- 1:00 p.m. ,

Ram Lee, Partner - Seven Bridges Advisors

1:00 p.m.- 1:50 p.m. Private Equity Outlook 2025

Gary Post, Managing Partner - K Funds
Samy Dwek, Investment consultant - Single Family Office
Michael J. Magliochetti, Ph.D., Operating Partner - Riverside Partners, LLC
Moderator - Shelly O'Donovan Authentic Influence Group, ITM LLC.

1:50 p.m.- 2:40 p.m. 2025 Credit Investment Strategies

Joel Goschalk, COO - Aminona Capital Partners
Suzanne Murphy, Managing Director - Lampe Conway
Andrew Fisch, Chief Investment Officer and President - Five Oceans Group

Moderator - Howard Cohen, Strategies for Wealth

2:40 p.m.- 3:30 p.m. , Private Equity Mergers and Acquisitions

Jason R. Frank, President & Chief Compliance Officer - BDO Capital Advisors, LLC
Marty Fahncke -Certified Merger & Acquisitions Advisor - Westbound Road, LLC
Jeffrey Michelson, Partner, Transactional Advisory Services - CohnReznick Advisory LLC
Ben Brandes
Moderator Bryan Prohm , Managing Director - Pickwick Partners