Venue
The Union League Club
The Union League Club, 38 E 37th St, New York, NY 10016, USA

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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
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

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