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