Global Family Office Governance and Technology Summit

The Global Family Office Governance and Technology Summit

Thursday, May 23, 2024 | New York City

Fordham University | McNally Amphitheater | 140 West 62nd Street New York NY 10023 | 8am-6pm ET

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The rapidly growing FinTech market, on its way to reach $1 Trillion by 2030, provides Family Offices with an opportunity to proactively automate, streamline and modernize their processes and infrastructure to meet their objectives.

Anthony Carter
Head of Administration @ Village of Southampton

Lynn Raynault
CEO
Finley AI

Christopher Hetner
Former SEC Chair Senior Cybersecurity Advisor

George Burciaga
Managing Partner
The U.S. Roundtable

Margaret Butler
Partner
BakerHostetler

Marco Antonio Soriano Von Hemmersdorff IV CEO, Soriano Group and Family Office

Linda Isabel Rincón
Director of Experiences
The ImPact

Mark Jennings
Managing Director Bite Investments

Kevin J. Ernst
CIO, Canadian Family Office Board Member
Ex-NYSE

Ralph Ward
Founding Partner
Ward Salient

Evan List
Principal,
Bernstein Private Wealth Management

Nicole Biernat
COO
AI Global Investors and Alpha Innovations

Tara Thompson Popernik, CFA, CFP Head of UHNW Strategy, Bernstein Private Wealth Management

David Friedman
Partner,
Forbes Banister International, a subsidiary of Forbes

Todd Irwin
Chief Strategy Officer and Founder,
Fazer

Vanessa Simon
Human Resources Business Partner
The Metropolitan Museum of Art

Mitra Amestoy
Executive
Creative Director
Lindblad Expedition

Wesley Powell Chief Executive Officer
Open Origin

Tahji Beth LaComb Wolpert
CEO
Yoga Bees Are Beautiful

David Teten
Venture Partner, Coolwater Capital | Founder, Versatile VC

Justin Dirico
Principal
OTC Direct

Abe Minkara Founding Partner, Legacy Knight Multi-Family Office | Board Member, Springboard Enterprises

Mary Jacobson Senior Regional Director
NACD

Shirley Hon
Single Family Office

Agenda - Eastern Time

8:00 AM ET

Registration Opens

9:00 AM ET

Welcome Remarks: Digital Evolution Institute

9:10 AM – 9:30 AM ET

Keynote: The Chilling Fallout of the Cyberattack in New York

Anthony M. Carter | Head of Administration @ Village of Southampton

9:30 AM – 10:00 AM ET

Panel: How to Deal with a Fallout of a Cyberattack: Who Gets Targeted, Why and What to Do

Anthony M. Carter | Head of Administration @ Village of Southampton

Christopher Hetner | Former SEC Chair Senior Cybersecurity Advisor

Marco Antonio Soriano Von Hemmersdorff IV | CEO, Soriano Group and Family Office

10:00 AM – 10:30 AM ET

Panel: Boards, Mastering Governance and Reputation Management

Moderated by: Evan List | Principal, Bernstein Private Wealth Management

Tara Thompson Popernik, CFA, CFP | Senior National Director and Head of Ultra High Net Worth Strategy, Bernstein Private Wealth Management

Abe Minkara | Founding Partner, Legacy Knight Multi-Family Office | Board Member, Springboard Enterprises

Mary Jacobson | Senior Regional Director | National Association of Corporate Directors

Shirley Hon | Single Family Office

10:30 AM - 10:45 AM ET

Keynote: Best Practices  for Using of AI in the Family Office Space

David Teten | Venture Partner, Coolwater Capital | Founder, Versatile VC

10:55 AM - 11:15 AM Networking Break

11:15 AM – 11:30 AM

Keynote: Building Our Future Cities and Advising Mayors and Cities on Swiftly Implementing Innovative Technologies

George Burciaga | Managing Partner, The U.S. Roundtable and Elevate Cities

11:30 AM – 12:00 PM

Panel: The Future of ClimateTech and Clean Energy Technology and Investment

Caitlin Panasci | General Partner, Inspire Global Venture Fund I

Justin Dirico | Principal, OTC Direct

Wesley Powell | Chief Executive Officer, Open Origin

David Livingstone | Managing Director, Barclays Capital

12 PM – 12:15 PM

Keynote: The Future of Venture Capital Investment and Technology

Tracy McWilliams | CEO, Inspire Global Ventures

12:30 PM – 1:30PM

Lunch

1:30 PM – 2:00 PM

Panel: The Future of Family Office Investment and Technology

Moderated by: Kamil Homsi | Founder/CEO, GRC Investment Group-Dubai (SFO) | Global Realty Capital-New York
Kevin J. Ernst | CIO, Canadian Family Office | Board Member | Ex-NYSE
Michael Heilbronner | PanEuropean Family Office
Kevin McGovern | Chairman, McGovern Capital LLC
Aaron Manoucheri | COO & Co-Founder | Manoucheri Brothers LLC
Lindsey Sichel Rubinstein | Senior Executive | Opus Capital Management

2:00 PM – 2:15 PM

Keynote: Family Office Governance in the Age of AI

Julia Valentine | CEO, Family Office Alpha

2:15 PM – 2:45 PM

Panel: The Future of Deal Sourcing and Alternative Marketplaces

Moderated by: Mark Jennings | Managing Director, Bite Investments
Linda Isabel Rincón | Director of Experiences | The ImPact | Helping Families Bridge Wealth & Purpose
Ralph Ward | Founding Partner, Ward Salient | Family Office Management
Nicole Biernat | COO, AI Global Investors and Alpha Innovations
Margaret Butler | Partner | BakerHostetler

2:45 PM – 3 PM

Keynote: How to Take Care of Yourself During a Busy Day: Using Your Own Renewable Energy

Tahji Beth LaComb Wolpert | CEO, Yoga Bees Are Beautiful

3 PM – 3:15 PM

Networking Break

3:15 PM – 3:45 PM

Fireside Chat: The Future of Luxury and Technology

Moderated by: Charles Jenkins | Music, Film and Fashion Executive | Board Member, Digital Evolution Institute

Brant Cryder | President and CEO, Saint Laurent Americas

3:45 - 4pm Keynote: Navigating the Cultural Phenomenon of the Metropolitan Museum of Art

Vanessa Simon | Human Resources Business Partner, The Metropolitan Museum of Art

4 PM – 5 PM

Panel: Digital Evolution of Luxury, Fashion and Beauty

Moderated by: Lynn Raynault | CEO, Questal

David Friedman | Partner, Forbes Banister International

Mitra Amestoy | Executive Creative Director, Lindblad Expeditions

Ameetess Dira  |  CMO, Petzey Technology

Todd Irwin | Chief Strategy Officer and Founder | Fazer

Jennifer Kasper | Formerly SVP Media, LVMH

Closing Remarks

5 PM