S&S Family Office Summit: Oct 2021

EVENT OVERVIEW

Shearman & Sterling Family Office Summit

October 12 – 13, 2021 | NYC

October 12–13, 2021 Shearman & Sterling NYC

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During this 1 – day program we will discuss the opportunities, challenges, and key investment trends in today's new era and explore how family offices can adapt their existing frameworks around portfolio construction, leadership and governance to succeed in the new economy. Participants include single and multi-family offices, family enterprise owners, institutional investors, board members, trustees and private foundations.

AGENDA

Conference Registration

1:30–2:30 pm

DAY 1 Tuesday, October 12

Welcome Address

2:30–2:45 pm

2:45–3:30 pm

Fireside Chat The Evolution of the Hedge Fund Industry

3:30–4:15 pm

Panel Private Equity: Opportunities and Pitfalls for Family Offices

4:15–4:45 pm

Coffee & Networking Break

4:45–5:30 pm

Fireside Chat The Global Hydrogen Economy: Investment Opportunities in Future Infrastructure

5:30–6:30 pm

Event An Exclusive Wine Tasting with Karen MacNeil & Clos du Val

12:30–1:30 pm

Lunch & Keynote Presentation Marcel Arsenault Chairman, Real Capital Solutions/Arsenault Family Office

11:45 am– 12:30 pm

Panel New Asset Class on the Block – Blockchain & Digital Assets

11:00–11:45 am

Panel Direct Deals vs. Investment Managers – Key Considerations for Family Offices

10:30–11:00 am

Coffee & Networking Break

9:45–10:30 am

Panel Impact, Philanthropy & Governance – How Families Build an Integrated Social Impact Strategy

9:00–9:45 am

Panel The Changing Landscape of Real Estate Investment

Welcome Breakfast

8:00–9:00 am

DAY 2 wednesday, October 13

1:30–2:15 pm

Panel Are Leveraged Buyouts Back?

2:15–3:00 pm

Fireside Chat The Future of Food

3:00–4:00 pm

Coffee & Networking Break

4:00–4:45 pm

Fireside Chat How the World's Elite Money Managers Lead & Invest

4:45–5:00 pm

Closing Remarks

5:00–6:30 pm

Managing Partner 678 Partners amir@678partners.com 312.890.5340

CONTACT

Click on each tile for full schedule details

Welcome Address

Amir H. Rafizadeh

Managing Partner, 678 Partners

The Evolution of the Hedge Fund Industry – Fireside Chat

Sherry P. Witter

Managing Partner, Co-founder & Chief Investment Officer, The Witter Family Office

In the early years of the industry, hedge funds attracted high net worth individuals and family offices as its investors, later followed by foundations and endowments. As the hedge fund market continued to boom, investment from corporate and public pension funds and sovereign wealth funds led to a more institutionalized investor base. Global institutions are continuing to expand allocations to hedge funds once again as total hedge fund investment surpassed an estimated $3.96 trillion at the end of Q2 2021, which was the strongest first half performance in a calendar year since 1999 (Hedge Fund Research Inc.'s (HFI) Global Hedge Fund Industry Report). Are family offices heading back to hedge funds? Do family offices have the appetite for long-short equity hedge funds, which were the best performing broad strategy in 2020, according to data from HFI. During this discussion, Sherry Witter, Managing Partner and Chief Investment Officer of The Witter Family Office will share her insight on the state of the hedge fund market, portfolio allocation and the growth and protection of family assets in today's turbulent environment.

Speaker

Michael D. Saarinen

Partner, Shearman & Sterling

Private Equity: Opportunities and Pitfalls for Family Offices

Istvan Nadas

Vice President, Dunes Point Capital

Private Equity has outperformed other asset classes and has experienced less volatility since 2008– according to McKinsey's Private Markets Annual Review 2021 report.Deal making, exits and fundraising activity are all trending toward record numbers with performance being driven by a resilient stock market. Driven by SPACs and IPOs, PE-backed exit activity is approaching 2020's annual figures. Robust economic growth and increasing PE allocations are driving LPs to find new strategies and GP relationships. Fundraising is benefitting from pent-up demand as well as an influx of ultra-large fund offerings. Will we see these trends continue? If so, will you increase your allocation to PE and how will you identify which sub-asset classes to consider? During this panel, three family offices will share insights on these topics and discuss their approach to this evolving asset class.

Mark J. Shapiro

Partner, Shearman & Sterling

Eli Boufis

Head of Private Equity Investments, Golden Vision Capital Driehaus Family Office

Pamela Hillman

Investment Advisor, Michael & Pamela Hillman Trust

Amir Rafizadeh

Senior Manager, Business Development Shearman & Sterling nakia.prileau@shearman.com 212.848.7510

Nakia Prileau

1/2

SPEAKERS

RSVP

Conference Registration

Panel Speakers

Panelists

Coffee & Networking Break

Speaker

Fireside Chat: The Global Hydrogen Economy: Investment Opportunities in Future Infrastructure

Andrew Coors

Founder & Chief Executive Officer Steelhead Composites

Hydrogen is a zero-carbon fuel source that has the potential to replace oil, coal and natural gas in many industrial and transport applications. Governments worldwide are positioning hydrogen as a key tool in the fight against climate change, and it was the subject of the Biden administration’s first major decarbonization policy announcement. As a result, the hydrogen sector has gained unprecedented momentum, as participants along the value chain increasingly recognize its potential as a clean energy solution and commercial opportunity. The Energy Transitions Commission (ETC) reports that the decarbonization energy sector and other industries that use hydrogen globally are estimated to require investment of approximately $15 trillion between now and 2050, not just for hydrogen production, but for the electricity system to support the rapid increase in hydrogen use. During this discussion with Andrew Coors, Founder and Chief Executive Officer of Steelhead Composites, we will examine the hydrogen economy and investment opportunities in future infrastructure, as well as trends that impact the hydrogen value chain—hydrogen technology, production, supply chain and distribution, financing and development. Steelhead Composites is active in hydrogen storage for zero-emission applications and launch/propulsion solutions for the aerospace industry and has over 120 customers worldwide. Steelhead Composites was founded in response to an immediate need for a lightweight hydraulic accumulator solution for the hydraulic hybrid vehicle market. With no other companies truly focusing on lightweighting hydraulics, Steelhead Composites entered the marketplace.

Dan Feldman

Partner, Shearman & Sterling

An Exclusive Wine Tasting with Karen MacNeil & Clos du Val

Please join us as we close day one of the conference with an exclusive wine tasting with world-renowned wine expert Karen MacNeil, author of The Wine Bible, Clos du Val founding winemaker, Bernard Portet and Olav Goelet, third generation owner and Chairman at Clos du Val. During this private tasting, we will discuss Clos du Val’s philosophy and ethos as it approaches 50 years of winemaking and experience vintages across five very distinct decades beginning with the 1970’s to the 2010’s. At the heart of Clos du Val is an epic love story between John and Henrietta Goelet and their shared passion for French wines and global travel. With family ties to one of Bordeaux’s premiere wine merchants, Barton & Guestier, John had a vision of producing Cabernet Sauvignon that would rival the world’s best. The Goelets selected a young French winemaker, Bernard Portet, to lead the search for a location capable of producing Cabernet-inspired wines of the highest quality and character. Bernard had grown up in Bordeaux, learning from his father, who served as technical director at Chateau Lafite Rothschild. Its inaugural wine, the 1972 Clos du Val Cabernet Sauvignon, was part of the American group that topped French wines in the legendary 1976 Judgment of Paris blind tasting. Ten years later, that same wine took first place in the Judgment of Paris rematch, helping to cement the reputation of Napa Valley as one of the premier winegrowing regions of the world, and catapulting Clos du Val to international recognition. Clos du Val currently farms two estate vineyards in the Stags Leap District and Yountville AVAs, providing our expert winemaking team with a world-class palette of Bordeaux varietals. Celebrating its 50th anniversary in 2022, Clos du Val remains inspired by its original mission: to craft the best Cabernet Sauvignon-based wines in the world. Karen MacNeil is the only American to have won every major wine award given in the English language. These include the James Beard award for Wine and Spirits Professional of the Year, the Louis Roederer award for Best Consumer Wine Writing and the International Wine and Spirits award as the Global Wine Communicator of the Year. In a full-page profile on her, TIME Magazine called Karen “America’s Missionary of the Vine.” In 2018, Karen was named one of the “100 Most Influential People in Wine.”

Michael D. Saarinen

Managing Partner Co-founder & Chief Investment Officer The Witter Family Office

Sherry P. Witter

Partner Shearman & Sterling

Vice President Dunes Point Capital

Istvan Nadas

Head of Private Equity Investments, Golden Vision Capital/ Driehaus Family Office

Eli Boufis

Amir H. Rafizadeh

Managing Partner 678 Partners

Pamela Hillman

Investment Advisor Michael & Pamela Hillman Trust

Panelists

The Changing Landscape of Real Estate Investment

Tom Antoshak

President & Chief Operating Officer, Goelet LLC

The commercial real estate sector has been widely disrupted by the impact of COVID-19 on the global economy. Data centers, industrial real estate—driven by increasing e-commerce fulfillment demands and healthcare—which has remained resilient due to long-term leases, low default rates and high demand tenants have been positively disrupted, while office, retail and hotels have experienced the negative effects. This divergence highlights growth opportunities in specific areas that family offices are actively exploring. Our family office panel will discuss their current appetite across real estate sectors in the U.S. and internationally as well as their approach to portfolio reallocation given the current state of the macro real estate environment.

Fred Branovan

President, FFC Capital

Vincent Pica

Senior Advisor, Safanad

Lisa M. Brill

Partner, Shearman & Sterling

Panelists

Impact, Philanthropy & Governance – How Families Build an Integrated Social Impact Strategy

Hannah Shaw Grove

Chief Marketing Officer, Foundation Source

Understanding the challenges that multigenerational family enterprises face on issues related to corporate strategy, next-generation succession planning, leadership transitions, family governance and corporate philanthropy are key in navigating the new economy and achieving multigenerational success. This discussion will focus on the ways in which family offices are investing for impact across asset classes, the strategies and governance models required for successful continuity and the role younger generations play within the family, as social and environmental impact continue to be prioritized into their business and investment decisions.

Eric Clement

Senior Vice President, Social Impact & Sustainability Investments, RXR Realty

Tom Groos

Partner, City Light Capital

Anna Salek

Partner, Shearman & Sterling

Panelists

Direct Deals vs. Investment Managers – Key Considerations for Family Offices

Neil Datta

Head of Due Diligence, Forbes Family Trust

As family offices continue to reassess traditional approaches to asset allocation, various direct investing models are emerging and have become increasingly in favor. Is having increased discretion over investments and management, having greater control and transparency of costs and fees and the ability to co-invest with other families driving the trend? Can direct investment opportunities and deals presented by investment managers coexist? Our family office panel will explore these topics and share their views on direct investment activity within the family office landscape.

Steven Lau

Managing Director, WorldQuant Ventures LLC

Dr. Joel Palathinkal

Founder, Sutton Capital

Carmelo Gordian

Partner, Shearman & Sterling

Panelists

New Asset Class on the Block – Blockchain & Digital Assets

Mark Yusko

Founder, CEO & Chief Investment Officer, Morgan Creek Capital Management

Goldman Sachs’ July 2021 report “Widening the Aperture: Family Office Investment Insights,” which polled over 150 family offices, cited that there is growing interest in blockchain and crypto-asset investing. The preservation of wealth using new technology is driving interest, combined with what blockchain enables as it provides a sound alternative to holding fixed assets. Our family office panel will discuss the evolution of the asset class and investment opportunities for family offices that are interested in gaining exposure to blockchain technology and innovation in the digital assets ecosystem.

Sandra Familet-Lufkin

Co-Chief Investment Officer, The Chauncey F Lufkin III Family Office/Venture Partner, Hutt Capital

Anthony Saliba

CEO & Founder, Matrix Holding Group / CEO, Mercury Digital Assets

Donna Parisi

Global Head of Finance, FinTech & Head of the Family Office Group, Shearman & Sterling

Keynote Speaker

Lunch & Keynote Presentation

Marcel Arsenault

Chairman, Real Capital Solutions/ Arsenault Family Office

Panelists

Are Leveraged Buyouts Back?

Gus Atiyah

Partner, Shearman & Sterling

It has been a record year for leveraged buyouts and large debt-financed acquisitions as the appetite for “megadeals” continues to increase as the pandemic eases and private equity firms look to deploy capital. With an increased capital gains tax proposed, the rush to close buyouts of family-owned businesses by year-end is accelerated. Our two private family office panelists will provide a case study of a successful leveraged buyout (LBO) transaction, discuss the advantages, transaction pitfalls and how they were overcome.

Speaker

The Future of Food – Fireside Chat

Sean O’Sullivan

Jennifer D. Morton

Partner, Shearman & Sterling

FoodTech startups took center stage during the pandemic out of necessity, but quickly became a fixture in everyday life even as we return to “normal.” This shift has driven large amounts of venture capital into the sector, with FoodTech startups raising more than $16 billion YTD—reaching 86% of 2020’s annual total in under six months, according to Pitchbook. Investors continue to bet on a number of innovations in the “new food” sector, such as unicorns Beyond Meat and Impossible Foods, as The Good Food Institute (GFI) reports $3.1 billion was invested in alternative proteins in 2020. Food automation is in demand with increasing investment in food delivery robots, vending robots and robots for food. SOSV reports that Zume (robotic pizzerias on wheels) raised $423 million, CafeX (robotic coffee vending machine) raised $14.5 million and Spyce (robot cooks for restaurants) raised $25.9 million. The demand for ecological food supply systems is also increasing, sparking the growth of the evolving AgTech sector. During this discussion with Sean O’Sullivan, founder and Managing Partner of renowned venture capital firm SOSV, we will dive into the emergence of the family office as a venture investor in the food space and discuss how venture capital is used as a pathway to identify unique direct investment opportunities that fit the long-term wealth generation strategies of family offices. SOSV is a multistage global venture capital firm that provides seed, venture and growth-stage follow-on investment to over 150 startups per year through its four global accelerator programs in the future of food (Food-X), life sciences (IndieBio & RebelBio), hardware (HAX) and cross-border internet (Chinaccelerator & MOX). SOSV has funded over 900 startups to date and its two-decade track record places the firm in the top 10% of VC funds in the world.

Managing General Partner, SOSV

How the World’s Elite Money Managers Lead & Invest – Fireside Chat

Senior Partner, Shearman & Sterling

CFA, Founder, Capital Allocators LLC

Ted Seides, CFA, founder of Capital Allocators LLC, has interviewed more than 100+ of the world’s largest allocators across asset classes and has a unique vantage point of their views on how they manage macro risks to invest, grow and preserve their wealth. Success requires capable leadership and more than one individual to make decisions, particularly in a family business system. During this discussion, we will explore the processes that premier investors have shared with Ted as well as best practices he had identified within the asset management industry. Ted launched the Capital Allocators podcast in 2017, which Brunswick Group named its top institutional investing podcast, and Barron’s, Business Insider, Forbes and Value Walk each named it among the top investing podcasts. Alongside the podcast, Ted advises both managers and allocators, compounding his knowledge and relationships to help them make more money. In March 2021, he published his second book, Capital Allocators: How the world’s elite money managers lead and invest that distills key lessons from the first 150 episodes of the podcast. The show reached five million downloads as of January 2021.

Speaker

Ted Seides

David Beveridge

Closing Remarks

Managing Partner, 678 Partners

Panel Speaker

Amir H. Rafizadeh

Click on each speaker for full bio

Mark Shapiro

Partner Shearman & Sterling

Sherry P. Witter

Sherry P. Witter is the Managing Partner, Co-founder and Chief Investment Officer of the Witter Family Office. She runs the investment arm and operations of the firm. Having spent over 20 years in the investment space, Sherry continues to develop a unique ability for finding talented managers and traders who can generate outsized returns. Sherry launched her first of several hedge funds upon graduating from the University of Pennsylvania, and actively manages the Witter family portfolios in real estate, venture and private equity, with specific focus on liquid trades. Since co-founding The Witter Family Office in 2011, Sherry has seeded, or early invested in, over 100 traders, managers, strategies, and at points in time, over 25 managers concurrently. Today, she continues the search for that dynamic trader who can see opportunity where others do not. When Sherry is not actively running The Witter Family Office, or managing the day to day investment portfolios, she is meeting with undiscovered traders and evaluating new investment opportunities. Sherry is a regular speaker and panelist at investment and family office conferences, offering a perspective on liquid opportunities, portfolio allocation and protection and growth of family assets. Sherry lives in New York City with her sons and husband of over 20 years, Michael D. Witter. She continues to be dedicated to supporting her husband’s philanthropic endeavors.

Tom Antoshak

President & Chief Operating Officer Goelet LLC

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Moderator

Shearman & Sterling LLP 599 Lexington Ave New York, NY 10022

Event Venue

Fred Branovan

President FFC Capital

Fred Branovan

Fred Branovan is President of FFC Capital. Fred has been an integral part of the FFC Capital executive team since inception as he oversees the entire investment portfolio including all real estate assets and he is also responsible for the day to day operations of the real estate assets. Fred previously held the position of Chief Operating Officer. At Interstate, he held positions of Vice President of Finance and Acquisitions, Vice President of Asset Management, Regional Controller, and Property Controller at several hotels. Fred has previously served for seven years on the Board of Family House, a non-profit corporation operated by a voluntary board of directors which provides a special "home away from home" for patients and/or families who must travel to Pittsburgh for treatment of serious or life-threatening illnesses. After graduating from Florida Atlantic University with a B.A. in Economics, Fred earned a M.B.A. from Nova University as well as the professional designations of Certified Hospitality Administrator and Certified Hospitality Accountant Executive.

Vincent Pica

Vincent Pica is a Senior Advisor, based in New York. Since joining Safanad in 2009, Mr. Pica has held various senior positions within the firm focused on its transaction efforts. He currently advises senior management with regards to several key firm initiatives. Prior to Safanad, Mr. Pica was Managing Partner and President of ARC Global. Mr. Pica joined ARC Global through ARC’s acquisition of Neuwing Real Estate Ventures LLC, the successor firm to Longwing, a US $250 million real estate fund. Mr. Pica managed Longwing from late 2002 to May 2006 as its Chief Executive Officer. Previously, Mr. Pica was a Group President at Prudential Securities Inc. and a member of its Board of Directors. Mr. Pica received his B.B.A. degree from Iona College and was awarded his M.Sc. degree in Business Policy from Columbia University Graduate School of Business.

Lisa Brill

Partner Shearman & Sterling

Lisa Brill

Lisa Brill is Americas Regional Managing Partner and a partner in Shearman & Sterling’s Real Estate practice. She has significant experience in real estate acquisitions and dispositions, joint venture formations and financing transactions and has worked extensively representing both institutional investors and real estate operating companies in the investment, ownership and development of real estate. Lisa also represents lenders in different types of financing transactions, including mezzanine loans, construction loans, mortgage loans and hotel financings. Lisa represents corporate, private equity, financial institution clients including Citi Community Capital, GTIS Partners, Strategic Capital and AllianceBernstein. Lisa has written publications in The Real Estate Finance Journal and Real Estate Finance & Investment and has been involved in a number of speaking engagements at seminars and conferences on various real estate subjects. View Full Biography

Hannah Shaw Grove

Chief Marketing Officer Foundation Source

Hannah Shaw Grove

Hannah Shaw Grove has spent three decades studying and working with successful families, family offices and their closest advisors on achieving their wealth management priorities. She is the Chief Marketing Officer of Foundation Source, the nation’s largest provider of management solutions for private foundations, and the author of 11 data-based books—including “Maximizing Personal Wealth,” “The Family Office” and “Fame & Fortune”—as well as hundreds of reports and articles. Her writing and research cover a wide range of topics—wealth creation, luxury lifestyles, alternative investments, legacy planning, considerations when selling a business and financial technology—but generally focus on how successful families and their key advisors can work together more effectively. Her work on family offices has been translated into Chinese and Japanese and she has spoken on topics related to the high-net-worth markets at Columbia University’s Center for the Study of Wealth and Inequality and as a repeat guest lecturer at The Wharton School of the University of Pennsylvania. She is the founder of Private Wealth magazine and has been a regular contributor to Robb Report Lifestyle, Worth, Forbes.com, Financial Advisor, WealthManagement.com and the Journal of Financial Planning. Previously, Hannah has been the Chief Marketing Officer at Apex Clearing, iCapital Network and Merrill Lynch Investment Managers. She has also held strategic management roles at Prudential Financial and Fidelity Investments. Hannah graduated cum laude from Harvard University with an A.L.B. in humanities and holds the FINRA Series 6, 7, 24, 26 and 63 licenses.

Eric Clement

Eric A. Clement is SVP & Fund Manager, overseeing the social impact and sustainability portfolios at RXR Realty, LLC. In this capacity, he is responsible for setting the strategic vision and investment strategy for the organization’s investments in this area, with the goal of generating attractive returns while delivering on tangible social outcomes. Prior to RXR, Eric was Senior Managing Director and head of the Strategic Investments Group at the New York City Economic Development Corporation (NYCEDC), where he oversaw the negotiation of tax incentives, taxable/tax-exempt debt issuances, New Markets Tax Credit investments, in addition to a portfolio of debt & equity funds. The group helped drive inclusive economic development by unlocking access to finance, mobilizing private capital, and supporting the growth of strategic sectors on behalf of the City of New York. Throughout his career, Eric led opportunities across multiple industries and product groups including investment banking, consulting, infrastructure, healthcare, retail, manufacturing, and telecommunications while working as a partner at Blue Frontier Group, an emerging markets private equity firm, SGI Global Holdings, Ltd., and various executive and management-level positions at Accenture plc, Citigroup and JPMorgan. Eric received his MBA from Saïd Business School, University of Oxford with specializations in Finance & Strategy and is currently an Associate Fellow at Saïd Business School. He also received his undergraduate degree in History with a minor in Writing from Lehigh University and is currently serving on both the Board of Trustees at the University and the Dean’s Advisory Council to the College of Arts & Sciences.

Eric Clement

Tom Groos

Partner City Light Capital

Tom Groos

Tom Groos is a partner at City Light Capital, an early stage venture capital firm investing in energy efficiency, education, and safety/security. He is a member of the Board of Directors of Omnidian, Senet, Shotspotter (NASDQ SSTI), Vgrid Energy and a Board Observer and Advisor to Xage and Sunfolding. Beyond his current City Light fund responsibilities, he is a board member of Heartland Automation. Prior to entering venture capital with City Light, Tom was CEO of Tyden Group, a multiple line security products manufacturer (sold successfully to private equity) and Viking Group, the world’s second largest fire protection systems company. He executed the merger of Viking into Minimax-Viking of Hamburg, Germany, and served as Chairman of the Board of the combined entity for five more years. Tom is the principal of his family office, Tyden Ventures, and is a cofounder and former Chairman of the Board of The ImPact Society, a non-profit dedicated to promotion of impact investing. Current/recent service activities include: The Boards of The National Fire Protection Association, Endeavor Detroit, The SW Michigan Land Conservancy, and the Trustees of Cornell University. Residing in Chicago with his wife of 40 years, Lisa, Tom is a graduate of Cornell University and Columbia Business School.

Anna Salek

Partner Shearman & Sterling

Anna Salek

Anna Salek leads Shearman & Sterling’s Private Client practice and is a co-head to the firm’s Family Office Group, which is an interdisciplinary team of attorneys that provide advice to single and multi-family offices, private clients and family enterprises as they navigate decisions related to their investment portfolios, real estate holdings, domestic and international estate and tax planning, charitable giving, multi-generational matters and additional areas of interest. The general focus of Anna’s practice is assisting clients with preserving and transferring wealth, in a manner that is both tax efficient and consistent with personal objectives. Her experience extends to all aspects of estate, gift and income tax planning for both domestic and multinational clients. Anna has extensive experience preparing estate plans; administering substantial estates and trusts from probate proceedings to IRS audits; and advising clients on the tax and other aspects of charitable giving, such as the disposition of appreciated property and the formation and administration of public charities and private foundations. Anna’s clients include family offices, closely held business owners, business executives, trust beneficiaries, executors, trustees and private equity fund principals. Her advice is often sought by fund principals who are in the initial stages of forming a fund and business owners who are selling, or taking public, their closely held business. She works closely with her clients’ family offices, accountants, insurance brokers and their investment and other advisers to identify potential issues, simplify structures and find creative solutions to complex issues. View Full Biography

Neil Datta

Head of Due Diligence Forbes Family Trust

Neil Datta

Neil Datta is Head of Due Diligence for the Forbes Family Trust, an $11 billion-dollar multi-family office and Co-founder of Meritas, a GenZ-focused stock market app. Neil joined Forbes/Optima in 2011 from Arden Asset Management, a $13 Billion (peak AUM) multi-strategy hedge fund group. Prior to Arden, Neil spent five years as a Financial Crimes Investigator for New York State. Prior to NYS, he started his career at Salomon Smith Barney, one of the most active investment banks at the time. Neil received a B.S. in Business Administration from the State University of New York and remains very active in Sigma Beta Rho, one of the largest multi-cultural fraternities in the United States, which he founded in 1998.

Steven Lau

Managing Director at WorldQuant Ventures LLC

Steven Lau

Steven Lau is Managing Director at WorldQuant Ventures LLC. He began his career as an Option Specialist and Market Maker at Spear Leeds and Kellogg which was acquired by Goldman Sachs in 1999. Steven later built proprietary trading desks at UBS, Montgomery Securities, Commerzbank and most recently at the Bank of Montreal. Throughout his career, Steven has been an avid user, evaluator, advisor and investor in Financial Technology companies. Personal early stage investments include Dataminr, Pico Quantitative Trading, Estimize and Benzinga. He has direct investments in over 40 startups across sectors. Steven holds a degree in Mathematical Economics from Colgate University.

Dr. Joel Palathinkal

Founder Sutton Capital

Dr. Joel Palathinkal

Dr. Joel Palathinkal is a seasoned investor and entrepreneur affiliated with a global network of single- family offices, high net worth investors, endowments, and venture capitalists. He is the CEO of Sutton Capital and an LP/Mentor to emerging investment managers. Sutton Capital invests in opportunities focused on Fintech, Real Estate, B2B SaaS, Deep Tech, Space Exploration, Impact Investing, Cleantech and Climate Change. Joel also serves as an LP & mentor to emerging fund managers. Early in Joel’s career, he ran technology product innovation in Fintech, artificial intelligence, and for the Department of Defense. Joel completed his Ph.D in Modeling & Simulation while building flight simulators for the NAVY.

Carmelo Gordian

Partner Shearman & Sterling

Carmelo Gordian

Carmelo Gordian is a partner in the Emerging Growth practice at Shearman & Sterling. He focuses on life science, software, telecommunications, semiconductor and energy sector companies. He is known as a leader in the Texas venture capital and private equity community and was formerly the chairman of the San Francisco based Brobeck Business & Technology Group. Carmelo has represented buyers and sellers in numerous transactions in North America, Europe and Asia. He has acted as counsel in 55 public offering transactions with 27 transactions representing the company, 25 transactions representing underwriters and three transactions advising significant shareholders. He has also acted as company and investment counsel on several hundred private offerings principally venture financings over the past 30 years. Carmelo advises companies and boards of directors on corporate governance issues as well as serving as counsel to special committees formed by boards of directors and has an active practice representing GPs and LPs of hedge funds, private equity funds, venture capital and real estate funds. These funds range from several tens of millions of dollars to multibillion-dollar funds. Carmelo is often quoted in the press, and is a frequent speaker and author, on emerging growth, venture capital and IPOs among other topics. View Full Biography

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Mark Yusko

Founder, CEO & Chief Investment Officer Morgan Creek Capital Management

Mark Yusko

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non‐discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office. Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund. Mr. Yusko received a B.A. with Honors from the University of Notre Dame and an M.B.A. in Accounting and Finance from the University of Chicago.

Sandra Familet-Lufkin

Co-Chief Investment Officer The Chauncey F Lufkin III Family Office/Venture Partner, Hutt Capital

Sandra Familet - Lufkin

Sandra Familet - Lufkin is Co-Chief Investment Officer of The Chauncey F Lufkin III Family Office and Venture Partner at Hutt Capital. With experience spanning over two decades including working with the top decile private equity and venture managers, Sandra played a pivotal role in BlackRock’s massive growth from its inception to post-IPO and being one of the first female executives on the equity, fixed income, commodity and forex trading floors of major investment banks such as Merrill Lynch and Goldman Sachs, Sandra’s diverse skill set was the perfect background to build a market intelligence firm and start her own family office in the last ten years. As Co-CIO along with her husband, Sandra has been investing in numerous venture funds as well as seed-to- growth equity stage companies in three main areas: Blockchain, Enterprise SaaS and Artificial Intelligence. In addition, Sandra is a Venture Partner at Hutt Capital, a Blockchain Venture Capital Fund of Funds and Direct Investment firm that provides exposure to the top blockchain & crypto startups globally via a single commitment. Prior, Sandra was a Director and Senior Distribution Banker in Merrill Lynch’s Private Equity Funds Group within the firm’s Investment Banking Division. Before that, Sandra worked with the original eight founders of BlackRock while it was still under the Blackstone name to distribute their very first closed-end bond fund traded on the equity stock exchange; she then joined them full time in building BlackRock’s brand, diversifying its clientele, and winning over $9 billion in new assets under management catapulting the firm to IPO. Prior to joining BlackRock, Sandra was a Derivatives Sales Trader in London and New York for Goldman Sachs, where she was responsible for the creation and marketing of commodity and foreign currency linked products. Sandra began her career at Merrill Lynch in the Private Resources Group where she structured private placement financings, spearheaded the firm’s strategic Entrepreneur of the Year sponsorship interest, built relationships with emerging blue-chip companies and took them public. She later became one of the first women to join the firm’s Client Strategies Group on Merrill’s Fixed Income Trading Floor. Sandra has an MBA from the Amos Tuck School at Dartmouth and a Bachelor of Science from St. Peter’s College where she graduated Valedictorian, summa cum laude in cursu honorum, with a double major in Accounting and Marketing and minor in Economics. Sandra oversees her own family foundation, a charitable organization dedicated to improving quality of life with a special focus on education and healthcare. Sandra also serves on several advisory boards, is a frequent speaker at family office gatherings in regards to blockchain/crypto and impact investing, chairwoman for the Philanthropy & Impact Pillar of Al Johara - an exclusive network of international and middle eastern women, an associate with The Milken Foundation/Faster Cures, a fellow of The Aspen Institute and one of the earliest supporters of both The Robin Hood Foundation and TED (Technology, Entertainment, Design).

Anthony Saliba

CEO & Founder Matrix Holding Group/CEO Mercury Digital Assets

Anthony Saliba

Anthony Saliba, a globally renowned business leader and entrepreneur, is CEO and founder of Matrix Holding Group, which includes both financial technology firm Matrix Execution Technologies and Matrix Executions, a U.S. broker-dealer. His areas of expertise include workflow automation for derivatives agency activities, securities routing/execution, risk management, strategic planning, electronic trading, and derivatives education. Mr. Saliba is also the CEO of Mercury Digital Assets, a high-performance crypto asset trading technology solution provider. Mr. Saliba has been a pioneer in the trading industry for four decades, beginning his career in 1979 at the Chicago Board Options Exchange (CBOE), where he traded equity options as an independent market maker. Later, he traded most CBOE products, currencies and the S&P 500 contracts on the Chicago Mercantile Exchange, along with the agricultural and interest rate products traded on the Chicago Board of Trade (CBOT). He spent three years on the Board of Directors at CBOE and also served for two years on the board of the Chicago Stock Exchange (CHX) before its acquisition in 2018. In 2019, he was an inaugural recipient of the U.S. Options Lifetime Contribution Award, selected by the U.S. options exchanges and the Options Industry Council (OIC). Mr. Saliba was the only options trader to be featured in “Market Wizards” (1989), the seminal book by Jack Schwager, showcasing the world’s best professional traders. He has also authored numerous books himself, including: “Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management” (2017); “Options Workbook” (2001); “Option Strategies for Directionless Markets: Trading with Butterflies, Iron Butterflies, and Condors” (2008); and “Option Spread Strategies: Trading Up, Down, and Sideways Markets” (2009, with Karen E Johnson, and Joseph C Corona). Mr. Saliba has founded several successful companies over the course of his career. These include: the International Trading Institute, which built and delivered the first options simulator and pioneered training for pro traders and market makers worldwide; LiquidPoint, a trading platform, broker and solution provider sold to ConvergEx for a mid-nine-figure sum; and Efficient Capital Management, a premier managed futures firm. He has invested in nearly 100 companies and continues to lend his expertise and experience to a variety of firms today. In 2019, Mr. Saliba was recognized by the U.S. options exchanges and the OIC as one of the first recipients of the U.S. Options Lifetime Contribution Award. Mr. Saliba lives in Chicago, Illinois, and holds a B.S. in Accounting from Indiana University Bloomington.

Donna Parisi

Global Head of Finance FinTech & Head of the Family Office Group, Shearman & Sterling

Donna Parisi

Donna Parisi is the Global Head of Finance, FinTech and Head of the Family Office Group at Shearman & Sterling where she advises clients on the full range of derivatives, structured products, securitization, capital markets, finance, digital assets and commodities matters. Donna is a member of the Firm’s Executive Group, Derivatives Team Leader and spearheads Shearman & Sterling’s FinTech Foundry and Shearman Women, a program which helps foster new and strengthened relationships with our colleagues, clients, alumni and other professional women, promoting a more inclusive culture that offers a genuinely collaborative work environment. Donna works with clients in developing and structuring new financial products and has extensive experience in the negotiation and documentation of OTC derivative transactions across all asset classes, including digital assets. Donna has broad and deep knowledge of financial institutions, regulatory requirements and the evolving business landscape. Donna is a prominent thought leader and frequently serves as a moderator or panelist at events organized by the Financial Times, Global Business Blockchain Council, Innovate Finance, Glass Hammer, Thomson Reuters, WISER and the Practising Law Institute, among others. View Full Biography

Marcel Arsenault

Chairman, Real Capital Solutions/Arsenault Family Office

Marcel Arsenault

Marcel Arsenault is CEO and Chairman of Real Capital Solutions, a highly entrepreneurial real estate company he founded in Boulder, Colorado in 1984. One of the most active private owners of commercial real estate in the western U.S., he has driven more than 365 real estate investments totaling over $3.5 billion. Marcel approaches business from an academic perspective to better understand the story behind the story of real estate cycles, and describes himself as a “real estate theorist who lives in the real world.” Marcel passionately applies his entrepreneurship and drive for impact to global philanthropy. Together with his wife Cynda Collins Arsenault, he is the co-founder of Arsenault Family Foundation, One Earth Future Foundation (OEF), and Secure World Foundation. In 2019, they joined the Bill & Melinda Gates Foundation’s Giving Pledge, committing to donate 96% of their wealth to philanthropy. As Founder, Chairman, and CEO, Marcel steers OEF toward his vision of an Earth beyond war, achieved through effective systems of collaboration and cooperative governance. To address problems as complex as war, OEF operates as a global portfolio of peacebuilding programs, each of which is designed and incubated as a sustainable solution to a specific problem. Born in Canada, Marcel earned a Bachelor’s Degree with Honors in Genetics at McGill University, and completed four years of study (ABD) towards a Ph.D. in Molecular Biology at University of Colorado - Boulder

Gus Atiyah

Partner Shearman & Sterling

Gus Atiyah

Gus Atiyah is a partner in the Finance practice at Shearman & Sterling. He focuses his practice on all aspects of private finance transactions, including leveraged financing transactions ranging from syndicated senior facilities, second-lien facilities, leveraged buyouts and debt restructurings to recapitalizations and debt investments. He also assists equity and debt funds in raising fund-level financings. Gus represents private equity sponsors, financial institutions, hedge funds, debt funds, sovereign wealth funds, and public and private companies, and his clients include Goldman Sachs Merchant Banking Division, Marcus by Goldman Sachs, New Mountain Capital, Symphony Technology Group, Vector Capital, Mubadala, Fidelity Investments, CVS Health, CSW Industrials, Quest Diagnostics, Valvoline, Blue Yonder, Tudor Investment Corporation, Maverick Capital, and certain Middle Eastern family offices. View Full Biography

Sean O’Sullivan

Managing General Partner SOSV

Sean O’Sullivan

Sean O’Sullivan is Managing Partner of SOSV, a venture capital firm with over $990 million in assets under management. SOSV specializes in programs for very early stage, deep-tech startups and is one of the most active venture investors in the world, with more than 1,000 companies in its portfolio. Mr. O’Sullivan’s first company, MapInfo, grew to a $200 million revenue public company with over 1,000 employees, and popularized street mapping on computers. His first internet company, NetCentric, developed many concepts in internet computing, and he is credited as the co-creator of the term “cloud computing”. Mr. O’Sullivan founded JumpStart International, a leading humanitarian organization in conflict zones and oversaw 3,500 staff at the height of the Iraq conflict. SOSV runs the world’s most active startup development programs in hardware (HAX), life sciences (IndieBio), Asia cross-border startups (Chinaccelerator/MOX) and blockchain (dlab). Mr. O’Sullivan received his Bachelors of Science in Electrical Engineering from Rensselaer Polytechnic Institute and a Masters of Fine Arts in Film Production from the University of Southern California. Alongside serving as the founder of the O’Sullivan Foundation, he was the founding funder of Coderdojo (a global network of coding clubs that more than 50,000 kids attend every week) and is a principal donor to Khan Academy (used by more than 75 million students monthly). Mr. O’Sullivan is on the board of Khan Academy, Sun Genomics, the Tyndall Institute, the Autism Impact Fund, the Brain Foundation, and a number of private companies.

Jennifer D. Morton

Partner Shearman & Sterling

Jennifer Morton

Jennifer Morton is a partner in the global Financial Institutions Advisory & Financial Regulatory practice. She provides advice to market participants on a worldwide basis with respect to regulatory, transactional, trading and markets issues, with particular emphasis on U.S. regulation of securities broker-dealers, alternative trading systems, clearing agencies and exchanges. Jennifer represents U.S. banks and broker-dealers, including Bank of America Merrill Lynch, Citi Private Bank and Citigroup Global Markets, on a range of trading and markets issues, with particular emphasis on broker-dealer regulation and regulation of private banks and wealth management organizations; global banks and broker-dealers, with particular emphasis on research, trading, and capital markets issues. Prior to joining the Financial Institutions Advisory & Financial Regulatory Group, Ms. Morton was a member of the firm’s Capital Markets Group. where she represented issuers and financial institutions in connection with securities offerings, including shelf registrations and take-downs of equity and investment grade debt, Rule 144A/Reg. S high yield debt offerings, tender offers and consent solicitations. In addition, Jennifer is an active member in the firm’s FinTech Foundry, a program designed to promote community support, provide thought leadership and deliver mentorship and advice to FinTech-related activities of our clients and the wider global FinTech ecosystem. View Full Biography

Ted Seides

Founder Capital Allocators LLC

Ted Seides

Ted Seides, created Capital Allocators LLC to explore best practices in the asset management industry. He launched the Capital Allocators podcast in 2017 and the show reached six million downloads in June 2021. Brunswick Group named it the top institutional investing podcast, and Barron’s, Business Insider, Forbes and Value Walk each named it among the top investing podcasts. Alongside the podcast, Ted advises both managers and allocators, compounding his knowledge and relationships to help them make more money. In March 2021, he published his second book, “Capital Allocators: How the world's elite money managers lead and invest” that distills key lessons from the first 150 episodes of the podcast.

David Beveridge

Senior Partner Shearman & Sterling

Tom Antoshak

Tom Antoshak is President and Chief Operating Officer at Goelet LLC, a New York-based single-family office, representing the interests of the Goelet and Manice families. Mr. Antoshak is responsible for all financial and office operations, including financial reporting, operations oversight and client relations. Mr. Antoshak received a bachelor’s degree in accounting from William Paterson University and an MBA in corporate finance from Fordham University. He also serves in various oversight capacities for a number of Goelet family-owned operating businesses, including assisting the audit committee for the family wine businesses. The Goelet family immigrated to New York from France in the mid 1600’s. The family amassed large tracts of land in Manhattan from the early 1700s and into the late 1800s. Robert Walton Goelet, through his death in 1941, established for the benefit of his four children (the youngest being nine at the time of his death) sixteen trusts that are still in existence today.

David Beveridge

David Beveridge is Senior Partner of Shearman & Sterling, where he leads the strategic direction and operations of the firm. Prior to assuming this role, David served in various roles across the firm, including as its Global Managing Partner, Regional Managing Partner-Americas and Capital Markets-Americas Practice Group Leader in the firm’s New York office. He also previously headed the Capital Markets-Europe practice in London, where he practiced for over a decade. He represents both issuers and underwriters in the full spectrum of debt, equity and hybrid security offerings, including high yield and IPOs, and has extensive experience with cross-border private equity, acquisition financing and debt restructuring transactions. David has been named a leading practitioner for capital markets by Chambers Global, Chambers USA, Chambers UK, The Legal 500, IFLR1000, Who’s Who Legal and PLC Which Lawyer. He graduated from the University of Texas Law School where he achieved Order of the Coif distinction and is a Phi Beta Kappa graduate of Washington and Jefferson College.

David Beveridge

Eli Boufis

Eli Boufis is Head of Private Equity Investments Americas with Golden Vision Capital (GVC), where he is responsible for executing GVC America’s investment strategy in collaboration with Jackson Widjaja and the team. Prior to joining GVC, Eli co-founded Driehaus Private Equity, LLC in 2011 to deliver growing companies a flexible source of capital and resources beyond capital. As the Executive Principal of Driehaus Private Equity, LLC, Eli was responsible for executing the firm’s investment strategy and working with portfolio companies throughout their investment cycle. Eli began collaborating with Richard H. Driehaus in 2001 when he joined Driehaus Capital Management’s private equity group, which he assumed responsibility for in 2002. Having been a director in over 25 companies, Eli is currently a director at Force Management and Innovative Health. Prior to joining Driehaus Capital Management, Eli worked at Heller Financial’s International Group and Corporate Finance Group. A Chicago native, Eli earned a B.A. from Vanderbilt University, and an M.B.A. from the University of Chicago Booth School of Business. He is the Advisory Committee Chairman for DePaul’s Center for Behavioral Finance, a Board Member of the Children at the Crossroads Foundation, a field director of the Horatio Alger Association, and a board member of Fenwick Foundation. Eli is also a CFA charterholder, a member of ACG, YPO, the Economic Club of Chicago and a Forbes.com contributor.

Andrew Coors

Andrew Coors is the founder and CEO of Steelhead Composites LLC. Previously, he was Principal at 9th Street Capital, a venture capital and private equity fund. Andrew spent six years as Corporate Economist and Investment Strategist at Qualcomm Incorporated, a Fortune 500 company. Prior to joining Qualcomm, for five years he served as the Director of Research at Laffer Associates, a money management and institutional economic research and consulting firm. Andrew serves on various corporate boards and has received numerous awards in industry, including being named one of Treasury and Risk‘s ’40 under 40’ Upwardly Mobile Finance Executives in 2007. Andrew is a CFA Charterholder. He holds a Master’s degree in Economics from the University of California, San Diego and a Bachelor’s degree from Colorado State University.

Pamela Hillman

Pamela Hillman serves as an investment advisor and trustee to a few significant families including a large multi-generational family trust. For more than 15 years, Pam was a Managing Director, COO and CFO of TL Ventures, an early-stage venture capital firm with $1.5 billion under management as well as CFO and Advisor to EnerTech Capital Partners (an energy-focused venture fund affiliated with TL with $500M under management). During her TL tenure, she participated in the funds investing in more than 200 companies, assisted in raising more than $1.2 billion of capital and administered the investment of more than $1.3 billion, which returned more than $1.5 billion to its investors, while concurrently provided advisory and back-office support for several unaffiliated private equity funds, including buyout, mezzanine and Korean funds. She continues to serve as a confidant and trusted resource for several early-stage companies, periodically serving as the interim CEO/CFO/COO and/or representing investors on the board of directors. Presently, she serves as CEO of Tribexa. Pam holds a B.S. in Finance and International Business from the Ohio State University and is a CPA and a registered investment advisor. She is an advisor to Guardian Capital Partners, as well as emeritus board member Philadelphia Chapter of the Private Equity CFO Association, an organization she co-founded. Additionally, she serves on the board and finance/investment committee of Philadelphia Health Partnership & the Community Foundation of Northern Nevada.

Dan Feldman

Dan Feldman is a partner in the energy and infrastructure team and is based in the Middle East. He focuses on oil and gas (upstream, midstream and downstream), green energy (including renewables and hydrogen), power and infrastructure megaprojects around the world. Dan represents corporate, government and institutional clients including ADNOC, PETRONAS, Reliance Industries Limited, Emirates Global Aluminium, NEOM, TAQA, EWEC, Amaala, JBIC and The Dow Chemical Company. View Full Biography

Istvan Nadas

Istvan Nadas is a Vice President at Dunes Point Capital (DPC), a family office and private investment firm pursuing control investments in the general industrial sector. Prior to DPC, Mr. Nadas was a Senior Associate at Post Capital Partners and an Associate at The Riverside Company. Mr. Nadas has also worked as an investment banking professional at Stifel Nicolaus and Paragon Capital where he helped execute a number of buy-side, sell-side and restructuring transactions. In addition, Mr. Nadas worked as an Associate at Industrial Group Holdings, LLC where he helped execute a number of buy-side and restructuring transactions. Mr. Nadas received a B.S. in Economics from Duke University and a Masters in Finance at Case Western Reserve University Weatherhead School of Management.

Mark Shapiro

Mark Shapiro is a Partner and Chairman of the Financial Restructuring & Insolvency Group and a member of the Executive Committee at Shearman & Sterling. Prior to joining Shearman & Sterling, Mark was Managing Director & Head of Restructuring at a multi-billion-dollar global hedge fund. In addition, Mark also spent 12 years as an investment banker and Head of Restructuring at Barclays and Lehman Brothers. He has extensive experience as an investor, investment banker and law firm restructuring, financing and bankruptcy partner, working successfully on some of the most complex distressed situations in the US and internationally over his 30-year career. He has successfully formed and led ad hoc creditor and equity holder committees in many distressed situations as well as worked on the company side of many large restructurings and is known for finding creative and commercial solutions to complex problems. View Full Biography

Michael Saarinen

Michael Saarinen is a partner in the Investment Funds practice at Shearman & Sterling. Michael represents a diverse group of fund sponsors, from small, closely held startup businesses to global financial institutions. He advises on the formation and operation of a wide range of fund products, including traditional private equity buyout funds, hedge funds, venture capital funds, real estate funds, credit funds, and customized investment vehicles such as single-investor funds, managed accounts, single-asset funds, and hybrid funds. Michael also counsels clients on regulatory and compliance issues, examination and enforcement matters, compensation arrangements, strategic management company M&A transactions, succession planning, and governance. Michael was recently named the exclusive winner of the Lexology 2020 Client Choice Award for Private Funds in New York and has been honored by Private Funds Management as one of the “30 Most Influential Private Equity Lawyers Under the Age of 40.” In addition, Michael has been recognized by legal rankings guides including The Legal 500 United States and Who’s Who Legal for his private fund expertise. View Full Biography

Rob Slee

Rob Slee is an author, investment banker, mentor and business owner. Rob has authored more than five hundred articles on private finance topics in a variety of legal and business journals. Rob's book, Private Capital Markets (Wiley) is considered the seminal work in finance for private companies. Rob also authored “Midas Managers,” “Midas Marketing” and “Time Really Is Money.” Rob has owned equity positions in dozens of private businesses, and in 2015 he founded his first unicorn. He has also mentored more than 100 companies. For more than 25 years Rob has also been President of Robertson & Foley, a middle market private investment bank. Rob is a Co-Founder of Sky AI, the worldwide commercialization arm of Skymind Holdings Berhad, a leading AI firm in Asia. Currently, Sky AI is implementing AI in several cannabis cultivation facilities it owns to completely control (in real time) all the critical variables in the growing cycle. He is a Phi Beta Kappa graduate of Miami University, and received a Master's degree from the University of Chicago and an MBA from Case Western Reserve University. But Rob is still best known as the father of Jen and Jessie Slee, his identical twin daughters.

Moderator

Amir Homayoun Rafizadeh

Amir Homayoun Rafizadeh has a successful track record of building strategic partnerships by pairing the right customers to the right products and services. Amir began his career in 1986 as Head of Sales for a Persian single-family office based in London and within four years he turned it into a large multi-family office with 30+ families managing over $1 billion in assets. Amir has built a private network and community of over 300 single-family offices and institutional allocators across the US. His sales consulting practice (678 Partners LLC) provides advisory services on sales growth, sales strategies and customer acquisition strategies to privately-held companies that are typically owned by a holding company or a family office. Amir’s previous consulting clients include Morgan Stanley, TriState Capital Bank and Charles Schwab Institutional. Amir has volunteered for several non-profit organizations such as the Boys & Girls Club, Alzheimer's Association, Athletes Against Drugs, Collegiate Entrepreneurs Organization, Charity Water and Future Founders. Amir has a BSc in Computer Science from University College of London and an MBA in International Business from the University of Bristol.

COVID-19 Protocol

We continue to prioritize the health and safety of our personnel and guests. As part of our protocols, we will be requiring proof of vaccination as follows: Please show one of the following to our staff upon entering the lobby area at 599 Lexington Avenue: Paper copy of vaccine card Digital image of vaccine card Excelsior pass (NY only) Clear Health pass Additionally, prior to your visit please complete a screening questionnaire covering a series of health-related questions prior to entering our office space each day. See directions here. Masks are required, except when eating and/or drinking. Please contact the NY Conference Center or call (212) 848-8888 if you have any questions.

Presenters

Karen MacNeil

Founder, Karen MacNeil & Company

Please complete a screening questionnaire covering a series of health-related questions prior to entering our office space. See directions below:

1. Access Status Connect 2. When you first sign into the app, input the company code Ts900. 3. You will be checking in to NYC – 599 Lex – 3rd Floor. 4. Click "Continue" and "Acknowledge". 5. Complete the questionnaire.

David Beveridge

Olav Goelet

Executive Chairman, Clos du Val

Bernard Portet

Founding Winemaker, Clos du Val

Global Head of Finance, FinTech & Head of the Family Office Group, Shearman & Sterling

Donna Parisi

Anna Salek

Partner, Shearman & Sterling

Yezan Haddadin

Chief Executive Officer, GMS Capital Partners LLC

Yezan Haddadin

Chief Executive Officer GMS Capital Partners LLC

Yezan Haddadin

Yezan Haddadin joined GMS Holdings in 2017 to build and lead the company’s newly created investment management platform, GMS Capital Partners LLC. Yezan has over 20 years of investment banking and private equity experience. Throughout his career, he has developed extensive experience across a range of industries and geographies, including North America, Latin America, Europe, the Middle East, India and Africa. Prior to joining GMS Holdings, Yezan was the Chief Executive Officer and Board Member of a regional investment bank based in Amman and Dubai (2014-2017); Advisor at Ripplewood Holdings LLC, a New York-based private equity firm (2013-2014); Managing Director at Perella Weinberg Partners in New York (2007-2013) and an Executive Director in JPMorgan’s M&A Group in New York (2000-2007). Yezan is currently a member of the Board of Directors at Outlook Therapeutics, a NASDAQ-listed, New Jersey-based late clinical-stage biopharmaceutical company working to develop the first FDA-approved ophthalmic formulation of bevacizumab for use in retinal indications. He is also a Board member of Amman-based Jordan Ahli Bank. Yezan is also a Fellow of the sixth class of the Middle East Leadership Initiative and a member of the Aspen Global Leadership Network. Previously, he was a member of the Board of Directors at Sixth of October Investment Company (SODIC), a publicly listed Egyptian real estate development company and a Board Member of The Near East Foundation, a New York- based private nonprofit development agency with projects in Africa and the Middle East. Yezan holds a Juris Doctor from Northwestern University School of Law (USA) and a Bachelor of Science from Georgetown’s School of Foreign Service (USA). He is admitted to the New York State Bar Association and is an FAA licensed pilot.

Josh Roach

Managing Partner Lloyd Capital Partners LLC

Josh Roach

Josh Roach is a trusted peer and long-time member of the SFO (single-family-office) community where, over the last fifteen years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to: (a) merge common interests and objectives, (b) pool and leverage specialized industry knowledge and skill sets, and (c) optimize alignment between asset owners in co-investment vehicles. He is co-manager and family principal of LCP (Lloyd Capital Partners LLC), an investment company vehicle for the Henry Demarest Lloyd Family, whose wealth creation originated from its shared ownership in The Chicago Tribune starting in 1873 through to its public listing on the NYSE in 1983. Josh is a frequent speaker on the topics of collaborative networks and co-investing at trusted SFO forums and has chaired events such as Campden Wealth’s North American Family Investment Conference, Institutional Investor’s Family Office Wealth Forum, and Stanford University’s Global Projects Center’s Stanford Investor Forum. Josh is responsible for LCP’s deal flow through his development and maintenance of SFO relationships, collaborative networks, and investment manager relationships. He also co-chairs LCP’s investment committee. Prior to joining the SFO community, Josh spent ten years in the software industry in strategic alliance and corporate development roles where he worked with the various company’s venture partners on strategic initiatives, acquisitions, and exits. Josh graduated from the University of Vermont in 1993. Prior to that he was a nationally ranked alpine ski racer and attended Killington Mountain School and graduated from Choate Rosemary Hall.

Josh Roach

Managing Partner, Lloyd Capital Partners LLC

Event Cocktail Reception

Marwan Elaraby

Partner, Shearman & Sterling

Dan Feldman

Partner Shearman & Sterling

Marwan Elaraby

Marwan Elaraby is a partner in the Capital Markets and Mergers & Acquisitions practices. He currently serves as Head of the Dubai Office and Global Head of Corporate. Marwan advises clients on M&A, private equity and project development transactions, as well as governments on strategic and regulatory matters. He also advises both issuers and underwriters on initial public offerings and bond offerings. Marwan represents sovereign-owned, corporate and private equity clients including Abu Dhabi National Oil Company (ADNOC), EFG-Hermes, Investcorp, NEOM Company, Ripplewood Advisors, ASMA Capital and Qalaa Holdings. View Full Biography

Andrew Coors

Founder & Chief Executive Officer Steelhead Composites

Marwan Elaraby

Partner Shearman & Sterling

Founder Kelly Investments

Chris Kelly

Founder Kelly Investments

Chris Kelly

Chris Kelly is a Silicon Valley entrepreneur with a long track record of building innovative companies and making the Internet a safer place. As the first Chief Privacy Officer, General Counsel, and Head of Global Public Policy for Facebook, joining the company in 2005, Chris helped the company grow from its college roots to the ubiquitous communications medium that it is today. Chris left Facebook to seek the 2010 Democratic nomination for Attorney General of California, garnering 16 percent of the vote in a seven-way race. Since the June 2010 primary, he has been an active investor in companies seeking transformational improvements in technology, media, and finance. In 2013, Chris joined a group of California leaders to purchase the National Basketball Association’s Sacramento Kings. As an executive board member for the Kings, Chris contributes his expertise in technology and management to basketball operations and the development of the Golden1 Center, Downtown Commons mall, and other real estate assets. As an attorney in private practice, Chris represented Netscape in the Microsoft antitrust case and Diamond Multimedia in the groundbreaking suit over the MP3 player that furthered personal use rights over digital content. Earlier in his career, Chris worked on President Clinton’s successful 1992 campaign, and for the White House Domestic Policy Council and the U.S. Department of Education. Chris received his undergraduate degree from Georgetown University, a master’s degree from Yale University, and his law degree from Harvard University, where he was editor-in-chief of the Harvard Journal of Law & Technology.

Senior Vice President, Social Impact & Sustainability Investments, RXR Realty

Vincent Pica

Senior Advisor Safanad