| 08:00 – 09:00 AM | Networking Breakfast | ||
| 09:00 – 09:05 AM | Opening Remarks, | ||
| Denny Chared, Founder & CEO, DC Finance | |||
| Nate Saal, Founder & CEO, CocoTerra and Serial Tech Entrepreneur – Conference Moderator | |||
| 09:05 – 09:25 AM | Climate AI, Carbon Removal & the exciting and overlooked landscape for climate tech investing | ||
Benjamin Bronfman, Family Member & Founding Partner, Global Thermostat – Moderator | |||
| Sam Levac-Levey, Founding Partner, Starshot Capital | |||
| 09:25 – 09:45 AM | Leveraging Community Foundations to Enhance Family Office Philanthropy | ||
| Nicole Taylor, CEO & President, Silicon Valley Community Foundation | |||
| With more than 800 community foundations across the country, these organizations play a vital role in helping family offices bridge the gap between wealth management and meaningful philanthropy across generations. Silicon Valley Community Foundation (SVCF) — the world’s largest community foundation with more than $16 billion in assets and an average of $2 billion in annual grantmaking — partners with nearly 1,000 families and individual donors to ensure their philanthropic capital creates lasting impact in the region and beyond. Learn how SVCF simplifies charitable giving, from accepting non-traditional, complex assets for philanthropic use to creating flexible charitable vehicles that align with family values and long-term legacy goals. | |||
| 09:45 – 09:55 AM | Tax Benefits and Income via Oil and Gas Drilling | ||
| Jeff Johnson, CEO, Eagle Eye Funds | |||
| Write off 100% of investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | |||
| 09:55 – 10:05 AM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong | ||
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | |||
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to adress inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | |||
| 10:05 – 10:25 AM | Fireside Chat | ||
| John Scharffenberger, Founder, Scharffen Berger Chocolate & Scharffenberger Cellars | |||
| Nate Saal, Founder & CEO, CocoTerra and Serial Tech Entrepreneur – Moderator | |||
| 10:25 – 10:30 AM | Coffee Break Sponsor | ||
| Jane Khalaf, President & Wealth Advisor, Elderberry Capital | |||
| 10:30 – 11:00 AM | Coffee Break | ||
| 11:00 – 11:20 AM | Legacy Mental Health Wellness & Tech | ||
| J. Bradley Hilton, CEO & Founder, Hilton Business Ventures | |||
| 11:20 – 11:30 AM | The Psychology of Wealth: Navigating Family Dynamics and Decision-Making | ||
| Dr. Lance Garrison, Dean of the College of Professional Psychology, The Chicago School | |||
| High-net-worth families face unique emotional and developmental challenges that can influence financial decision-making and family well-being. This presentation will examine how different life stages shape family needs and priorities, the ways early cognitive and emotional changes may affect financial choices, and the importance of proactive assessment and intervention. Drawing on clinical expertise and research, the session will highlight how psychologists can partner with family offices to provide insight, mediation, and guidance that support resilience, collaboration, and healthy family functioning. | |||
| 11:30 – 11:40 AM | Sea Forrest Maritime Green Solutions | ||
| George Lee, Founder & CEO, Sea Forrest | |||
| A Singapore-based solutions provider offering green technologies for the maritime and offshore industry. Our innovative and cost-effective solutions are built on in-house developed marinized energy storage systems, propulsion control systems, and marine charging systems. | |||
| 11:40 – 11:50 AM | Executive Protection & Global Risk Management | ||
| Wayne DeCoste, Founder & CEO, Rescor Group | |||
| Wayne will discuss why executive protection, residential security, and global travel support are more crucial than ever in today’s world. Protecting your people, your family, and your stakeholders’ investments isn’t just about safety—it’s what keeps business running smoothly and productively. When you understand how security can overlap between corporate and family office settings, it can become a smart investment that improves efficiency, creates tax advantages, lowers insurance costs, and provides substantial peace of mind with a true white-glove, luxury experience. | |||
| 11:50 – 12:00 PM | Automating Wisdom: Institutional Memory That Endures | ||
| Omino Gardezi, Founder & CEO, MindArk; Exec. Board Member, United Nations Museum; Board Member, Scientia VC | |||
Family offices and enterprises lose trillions in unrecorded know-how each year. MindArk builds AI systems that preserve and activate that wisdom turning human expertise into living intelligence. Its ECHO and PULSE platforms capture, harmonize, and operationalize insight for generational continuity. | |||
| 12:00 – 12:10 PM | Not Your Father’s Mutual Fund: Next-Generation Crypto Indexing for Sophisticated Portfolios | ||
| Thomas Mattimore, CEO, ABC Labs & Reserve | |||
| 12:10 – 12:40 PM | Single Family Office Trends | ||
| Jason Ma, Founder & CEO of ThreeEQ – Moderator | |||
| Ken Goldman, Former President, Hillspire, LLC (SFO); Former CFO, Yahoo! | |||
| Allison Huynh, Founder, Alo Ventures (SFO) | |||
| Brett Horton, CIO, Paris-Roubaix Group | |||
| This dynamic panel gathers seasoned voices from the single family office world to explore emerging shifts in direct and LP investing, generational leadership, and evolving priorities among ultra-wealthy families. Moderated by Jason Ma, the conversation will offer fresh insight into where capital, influence, and values are heading next. | |||
| 12:40 – 01:40 PM | Lunch | ||
| 01:40 – 01:50 PM | Introduction to the Family Office Circle | ||
| Denny Chared, Founder & CEO, DC Finance | |||
| 01:50 – 02:20 PM | Fireside Chat: AI | ||
| Stuart Russell, Distinguished Professor of Computer Science, University of California, Berkeley | |||
| Ramesh Raskar, Prof. MIT, Google[X], Facebook, ProjectNANDA.org | |||
| 02:20 – 02:35 PM | Reputational Security: Why Brands Matter? | ||
| Ido Aharoni Aronoff, Advisor & Investor | |||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | |||
| 02:35 – 03:00 PM | Beyond Disruption: Cultivating Sustainable Innovation on the Frontiers of Health and Longevity | ||
| Johannon “Joe” Olson, Chair, Tiger 21 | |||
| Nazar Gulyk, Founder, Empat Tech | |||
| Rod Fallow, Co-Founder, Qlarity | |||
| This powerhouse panel brings together an experienced and discerning high-net-worth consumer and leading investors and community builders; to reveal how cutting-edge tech and personalized wellness are reshaping longevity. We will explore advancements in health and technology, turning these investments into generational assets, and uncover new opportunities to enhance your quality of life with direct insights. | |||
| 03:00 – 03:25 PM | Perspectives on Transformative Applications of AI | ||
| Heinz Blennemann, Principal, Blennemann Family Investments – Moderator | |||
| Michael Liou, Early Stage Investor & Advisor | |||
| Ethan Dixon, Applied AI, Anthropic | |||
| 03:25- 04:00 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | ||
| Denny Chared, Founder & CEO, DC Finance – Moderator | |||
| Joe LeBas, President & Managing Director, Concorde Group Holdings LLC | |||
| Dr. Howard Berman, Founder & Executive Chairman, Coya Therapeutics, Inc. | |||
| William Lam, President, UPGRD | |||
| Shawn Porat, Chief Fortune Officer at OpenFortune | |||
| 04:00 – 04:20 PM | Will AI Eat the World | ||
| MR Rangaswami, Founder, Indiaspora – Moderator | |||
| Dr. A.K. Pradeep, Chief Executive Officer, Sensori AI | |||
| Rohini Chakravarthy, Managing Partner, NewBuild Venture Capital | |||
| Raj Pai, Founder and Partner, Paiconic Capital | |||
| 04:20 – 04:40 PM | The Future of Life: AI, Longevity & Family Office Potential | ||
| Jeany Stein, Investor, Entrepreneur, Family Office – Moderator | |||
| Bill Tai, Chairman, ACTAI Global | |||
| Stephanie Tilenius, Founder & CEO, Stealth Longevity AI Company; Board Member, Seagate Technology | |||
| A discussion at the intersection of AI, biotechnology, and family office investment — exploring how artificial intelligence is accelerating breakthroughs in health, longevity, and human potential. | |||
| 04:40 – 05:45 PM | Cocktail |
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