Venue
7 World Trade Center
7 World Trade Center, 250 Greenwich St. New York, NY 10016

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Event Date Wed Oct 27 EDT (1 day ago)
Location 7 World Trade Center
250 Greenwich St. New York, NY 10016
Region Americas
Details

With a fresh approach to how Family Office events should look like, DC Finance is proud to present our flagship East Coast Family Office & Wealth Management Conference – a conference built by Single Family Offices and HNWI.

Our event brings together families, mostly from the tri-state area, seeking innovative ideas and an exchange of knowledge and experience with similar families – attended by over 200 qualified families and family office executives.

We invite select partners to seize the opportunity to interact with an exclusive group of senior Single Family Office and Multi-Family Office investment executives, private investors and family members. Each representative is personally invited and vetted by DC Finance.

Through a series of panel sessions and presentations, The East Coast Family Office & Wealth Management Conference expects to cover topics related to the following subjects, as well as other areas of interests and concerns to affluent families:

• The Global Macro Economy
• Traditional and Alternative Investing (dedicated panels will cover investments in Oil & Gas, High Tech, Real Estate and Art)
• Legal & Tax Issues
• Personal & Financial Security and other Lifestyle Issues
• International Trends and Developments for Family Offices
• Family Office Governance
• Successfully Managing Family Dynamics
• Accounting and Tax Strategies
• Philanthropy

Speakers

2021 Speakers

Mr. Sid Efromovich
Co-Founder & Pledger, Generation Pledge

Ms. Elaine Szeto
Chief Innovation Officer & Co-Founder, Integro Bancorp, Inc.

Mr. Tal Kerret
President, Silverstein Properties

Ms. Chelsea Toler
Founding Partner, NOVA Impact; Global Deputy Lead, UN SDSN Youth; President, Private Family Foundation

Ms. Dottie Herman
Vice Chair, Douglas Elliman Real Estate

Ms. Valerie Rockefeller
Co-Chair, BankFWD & Chair, The Rockefeller Brothers Fund

Ms. Justine Lucas
Executive Director, Rihanna's Clara Lionel Foundation

Mr. Shiraz Omar
Next Gen, Country Head USA for Brandix

Mr. Milton Speid
Community Manager, The ImPact

Prof. Shai Efrati, MD
Director, Sagol Center for Hyperbaric Medicine, and Research & Head, Aviv's Medical Advisory Board

Ms. Olivia Dell
Partner, NOVA Impact & Analyst, Falkon Ventures

Mr. Peter Bruce-Clark
Partner, Social Impact Capital

Mr. Zac Russell
Co-Founder, The Clementine Fund & Next-Gen, the Russell Index

Mr. Prabal Lakhanpal, MBA, ACI
Vice President, Spring Consulting Group LLP

Ms. Grace M Lovret
Managing Member & CIO, Family Office Franger LLC

Mr. Peter Johnson, FCAS, MAAA
Senior Actuarial Consultant, Spring Consulting Group, LLC

Ms. Wendy Diamond
CEO & Founder, Women's Entrepreneurship Day Organization

Mr. David Muth
Managing Partner, Alternative Equity Advisors

Mr. David Teten
Founder, Versatile Venture Capital

Mr. Doug Lessing
Founder, Phin®

Mr. David Homan
CEO, Orchestrated Connecting, LLC

Ms. Marcia S. Nelson
Founding Partner, Triple C Advisory & Board Advisor, Intuitive Funding (SFO)

Mr. Robert Valdes-Rodriguez
Global Head of Sales, Abra

Mr. Barry Johnson
Chairman & Founder, Bedowin360 Capital

Mr. Andrew Braithwaite
Alternative Investing, Cynosure