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Event Date |
Thu Oct 1 PDT (about 4 years ago)
In your timezone (EST): Thu Oct 1 11:00am - Thu Oct 1 8:00pm |
Location |
The Union League Club
38 E 37th St, New York, NY 10016, USA |
Region | Americas |
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
2019 Past Speakers
Ms. Mitzi Perdue
Business Woman, Author, Professional Public Speaker
Mr. Uri Levine
Serial Entrepreneur, Co-Founder, Waze
Mr. Mark Sotir
Co-President, Equity Group Investments
Mr. Anthony Scaramucci
Founder, SkyBridge Capital
Mr. Richard Kramer
Founder & Managing Partner, Arete Research Services LLP
Mr. Ido Sadeh Man
Founder & Foundation Council President, Saga Foundation
Mr. Hussein Mehanna
Director, Google AI/MI
Mr. Mike Tamir
Head, Data Science, Uber ATG
Mr. Chetan Dube
President & CEO, IPsoft
Mr. Oleg Uritsky
CEO, Helge Capital
Mr. William F. Pelgrin
Co-Founder & CEO, CyberWA, Inc.
Mr. Gideon Mann
Head, Data Science, Bloomberg L.P.
Mr. Ohad Zuckerman
Managing Partner, COPIA Ag & Food Technologies Ltd.
Mr. Justin Kamine
Cofounder, KDC Ag and Partner, Kamine Development Corporation
Mr. Irakli Beridze
Head, the United Nations Center for Artificial Intelligence and Robotics (UNICRI)
Mr. Charles Ferguson
Founder & President, Representational Pictures
Ms. Wendy Craft
Chief Operating Officer, Favara
Mr. Jonathan Granoff
President, Global Security Institute
Mr. Michael O’Rourke
Senior Vice President, Machine Intelligence & Data Services, Nasdaq
Dr. Lora Saalman
Vice President, The Asia-Pacific Program at the EastWest Institute
Ms. Marla Miller
National Tax Office Managing Director, BDO
Mr. Jonathan Conrad
Chairman, CEO & Founder, AdmieMobile LLC
Mr. Itamar Nir
Managing Director, Alignment Capital
Ms. Lisa Wheatley
Partner, Senior Research Analyst and Portfolio Manager, Nicholas Investment Partners
Mr. Felix Russo
Tax Partner, Private Client Services, BDO
Mr. Julien Haccoun
Managing Member, Steinmauer Family
Mr. Dale Jackson
Financial Markets Research, WABC Radio NYC
Ms. Malia Fisher
Founder and President, Defiant
Mr. Xander Schultz
Venture, Impact Investing & Philanthropy, Galaxy Investment Partners
Mr. Eli Verschleiser
Chairman and CEO, The Multi Group, Companies
Ms. Lee Ziv
VP, Sales & Marketing, Port Tel Aviv Residence, Hagag Group
Ms. Grace Kim
Founder & Managing Partner, GeoStrat Ventures
Mr. Seung Bak
Founder, Luvie Holdings
Mr. David Teten
Managing Partner, HOF Capital
Mr. David Homan
CEO, Orchestrated Connecting, and Executive Director, AICF
Mr. Mark Minevich
Advisor & Digital Fellow to CEO, IPsoft, Sr Fellow, US Council on Competitiveness
Ms. Marcia Nelson
Managing Director, Alberleen Family Office Solutions
Mr. Denny Chared
Founder & CEO, DC Finance