I am happy to have Ms. Jennifer Steans, President and CEO of Financial Investments Corporation Join our Chicago Family Office conference, on September 12th, at The University Club. Jennifer oversees private equity investments and the Steans family office operations. Prior to founding FIC in 1994, Ms. Steans served as Treasurer of Prime Graphics, Inc. and as a Senior Consultant, and then as a manager, for the Management Consulting arm of Deloitte, primarily in the finance and healthcare industries. Ms. Steans’ business affiliations include serving as a Director of Valley National Bank, as well as past Chair of the Board of Directors of USAmeriBancorp, Inc., a privately held Tampa Bay area middle-market bank. Ms. Steans currently serves as a Director for Arabella Advisors and Laramar Group. Ms. Steans is on the Advisory Boards for 5th Century Partners, Massey & Gail LLP, Prairie Capital, and Siena Capital Partners Gp, Llc. Ms. Steans actively helps lead several nonprofit entities, currently serving as Chair of Navy Pier, Life Trustee and past Chair of the Ravinia Festival, and past Chair of the Illinois Venture Capital Association (IVCA). Ms. Steans also serves as a Trustee for The Steans Family Foundation, DePaul University, Rush University Medical Center, World Business Chicago, The Civic Federation, The Commercial Club of Chicago, Phoenix Pact, and the YWCA of Evanston/North Shore. Ms. Steans holds a B.S. degree in Mathematics from Davidson College and an MBA from the J. L. Kellogg Graduate School of Business at Northwestern University. She was named as one of American Bankers’ 25 Most Powerful Women in Finance. Other notable speakers include: Mr. Todd Litzsinger, Former Chairman, CEO & President, Follett Corporation Mr. Paul Carbone, Co-Founder and President of Pritzker Private Capital, Mr. Jack Miller, Serial Entrepreneur & Philanthropist Mr. Bruce Taylor, Chairman of Cole Taylor - MB Financial Bank Mr. Lou Pagano II, 4th generation family member and employee at Ferrara Candy Company Michael Behnam, Ph.D., Dean, The Quinlan School of Business, Loyola University Chicago Ms. Carol Lavin Bernick, President, of the Lavin Family Foundation (Alberto Culver) Ms. Wendy Berger, CEO & Founder; WBSE, Elliott Robinson CLU ChFC, President and 2nd Gen of The Robinson Financial Group Founder & CEO, Diamond Wealth; TIGER 21 Chair, Mr, Ronald Diamond Mr. Robert Romanoff, Partner, Levenfeld Pearlstein, LLC The conference is dedicated to last year's Keynote Speaker Mr. Sam Zell, Founder, and Chairman, of Equity Group Investments More at www.chicago-wealth.com
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The stories of Carol Lavin Bernick that took the company business from $800 to a $4B valuation and later sold her company to Unilever and Gina Diez of the Grupo Televisa family, are one of the topics of our Vancouver conference. It is challenging and way more demanding at times, being the next gen. But the results, can surpass your imagination.
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I am delighted to welcome Amitt Zaffir, Director of Amcor Holdings to our Montreal Family Office conference at Le Mount Stephen Hotel in Montreal on November 6th. Amitt is responsible for Amcor’s acquisition strategy and asset management, leading origination and execution of Amcor’s investments and strategic initiatives across business verticals. His responsibilities include sourcing and executing acquisitions, capital raising, overseeing various asset management functions and establishing new investment partnerships. Amitt holds an Bachelor’s degree from the University of Western Ontario in London, ON and a Master’s degree from Columbia University in New York, NY. Prior to joining Amcor, Amitt held positions with Ivanhoe Cambridge, Dalfen Industrial and PwC. More at www.montreal-wealth.com
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I am excited to welcome Ms. Jessica McGawley, Founder & Director, Dallington, to our London Family Office Conference at The Berkeley Hotel on November 7th, 2024. For over 15 years, Jessica has worked with prominent families and their advisors to help address the unique challenges and opportunities that come with raising children in the context of affluence and success. After 8 years as Head of Next-Gen for a consultancy focused on wealth transition, Jessica founded Dallington in 2016 as the first specialist mentorship practice for the Rising Generation. Her highly qualified and experienced multi-disciplinary team (MDT) designs and delivers bespoke mentoring program and workshops to 16–30-year-olds from prominent families. Jessica has been a guest author on ‘Family Business and Responsible Wealth Ownership – Preparing the Next Generation’ by Global Law and Business and ‘Raising the Baobab – A Guide for Family Business’ by Tsitsi M. Mutendi. She has been a guest speaker at the Henley Business School Family Office Program, the Modern Affluence Summit, and is a regular speaker at FO & MFO conferences across the globe. The youngest board member of UN Women UK, Jessica set up their first mentoring scheme in 2012. She has been a Trustee of the Cassandra Learning Centre, a charity supporting victims of domestic abuse, and the SEN Governor of the Mossbourne Victoria Park Academy (MVPA) in London. Other Speakers Include: keynote: Mr. James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Wild Oats Marketing LLC Mr. Avnish Goyal, Managing Director of Hallmark Luxury Care Homes Ms. Mirela Sula, CEO and Founder of Global Woman Magazine and Global Woman Club Paul Rajchgod, Managing Director of Ayre Ventures Investor, Howard Lewis More at www.london-wealth.com
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I am excited to welcome David Furnish & Sir Elton John's right hand man and SFO, Luke Lloyd Davies to our London Family Office Conference at The Berkeley Hotel on November 7th, 2024. Luke L. Chief Operating Officer of The Rocket Music Entertainment Group Llp, began working for Sir Elton John and his husband, David Furnish in 2001, originally with their film production company, Rocket Pictures, after graduating with a BA and MA in History, Film & Television from Royal Holloway University. Luke then became Elton and David’s day-to-day manager at their London Private Office, running their private operations and investments for a number of years. During this time, he was also a partner of Rocket Music, the international management company co-owned by Sir Elton John and was responsible for finding, nurturing and representing talent such as Ed Sheeran, James Blunt, Lily Allen, Rag’n’Bone Man and Anne Marie, to name a few. Elton and Luke co-founded ROCKET SPORTS MANAGEMENT LIMITED in 2012. Their vision was to create unforgettable sporting moments for athletes, rights holders and partnering organisations; they manage some of today’s most treasured sporting talent including British Olympians Dame Laura Kenny, Sir Jason Kenny and Geraint Thomas OBE. In 2016, Elton and Luke sold part of the company to a group of influential investors who assisting in taking the company into its next chapter. Luke remains a shareholder and chairman at Rocket Sports. Today, Luke heads up their Private Office and their Rocket Entertainment Group, overseeing all of their operations, personal finances, assets, property, infrastructure, businesses and investments. He is a Director of many of the Elton John businesses including ROCKET MUSIC, Rocket Pictures, Rocket Sports, ROCKET STAGE LIMITED and the Elton John Optical Company. In 2023, the Farewell Yellow Brick Road Tour earnt unrivalled status in becoming the highestgrossing tour of all time and the first-ever tour to gross just over $930 million, winning awards such as Top Rock Tour (Billboard, 2019 & 2020), Tour Of The Year (2020 iHeart Radio Music Award) and Major Tour Of The Year Award (Pollstar, 2020). In January 2024 Luke won an Emmy for his work as an Executive Producer alongside Elton John and David Furnish for the historic three-hour Disney+ Global Livestream of Elton John’s final North American Tour Show at Dodger Stadium in November 2022. Luke sat on the Advisory Board for Metro Bank and served as a Member of the Governing Body of the Royal Academy of Music in London and is Senior Advisor to the Venture Collective. Conference keynotes include: Mr. James Keyes, Former CEO, 7-Eleven & Blockbuster Simon Morris, Entrepreneur; Chief Creative Officer, Amazon Ms. Mirela Sula, CEO, Global Woman Magazine and Club Ms. Mary Ann Thompson-Frenk D.D. (h.c.), FRSA, Next Gen of the 7-Eleven Family; Co-Founder/President of The MEMNOSYNE INSTITUTE, and General Partner, UTF Holdings More at www.london-wealth.com
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I am excited to welcome Next Gen Natalie Meyer of ArcHealth Foundation, to our New York Family Office Conference at The University Club of New York on November 12th, 2024. Natalie is a driving force working towards integrating healthcare, technology, and sustainable practices to revolutionize global health outcomes. With a background in building partnerships, ESG frameworks, and international development, she currently leads global market access and strategic partnerships at Biospectal, a Swiss startup that created the first medical-grade cuffless blood pressure device. In addition to her role at Biospectal, Natalie recently launched the ArcHealth Foundation to bridge the funding and expertise gap needed to ensure that innovative medical technologies are available and accessible in low-resource settings around the globe. The conference's keynote speaker is Mr. James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster More at www.nyc-wealth.com
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This month we will hold a private dinner in New York City with Mr. Avi Feldman, Founder & Managing Partner of Mobilion Ventures, on "Disrupting The Future of Mobility". Mobilion Ventures is disrupting the Future of Mobility and a leader in early-stage Sustainable Mobility Venture Capital, dedicated to investing in deep tech technologies and promoting decarbonized transportation and digital services. Their investment scope includes sustainability, energy, AI, Mobility As A Service & Fleet Management, Insure-tech, Logistics & Supply Chain. With a distinguished track record of successful investments, they continue to drive innovation and yield outstanding returns for their partners. Avi Feldman Avi has a broad experience in building innovative startups and leading venture capital investments. Before founding Mobilion, Avi served as the CEO of Capital Nature and held notable positions in the Israeli Ministry of Industry, Trade and Labor. More info with cohav at dc-finance.com
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I am excited to welcome Mr. Simon Morris, Entrepreneur; Chief Creative Officer, Amazon, to our London Family Office Conference at The Berkeley Hotel on November 7th, 2024. Simon is one of the most successful creative entrepreneurs in the UK. He was inducted into the UK Marketing Hall of Fame after a career that launched Sega in the territory and made Sonic the Hedgehog a household name-and accounted for the largest software sales record with Sonic 2, as well as generating over a £1 billion in revenue with his campaigns. You might also remember him as the character “the bloke who knows what’s going on” from TFI Friday He was a Co founder in 1996 of the first wave dot com super brand 365 Corp , pioneers in digital publishing with brands such as football 365 ,rugby 365 and music 365, before going on to found LOVEFiLM.com an EU subscription streaming and DVD service that eventually sold to Amazon and formed the platform for Prime Video today. For the past decade, Simon has been the worldwide creative lead for Amazon. He was a Senior Global Leader and was the first and only person to date to be made Chief Creative Officer of the company. Under Simon’s creative and innovative leadership, the Amazon brand has reached new heights, churning out award winning ads and content. As an entrepreneur Simon was a co-founder of Football 365, ( also Rugby 365, Music 365 etc)a company that went from start up to IPO in just four years. He has been a founding investor or non-exec director for are Graze and Tails. Along the way he has also been a special adviser to LEGO when the toy giant branched out into film and TV, as well helping to create the specialist search business brand Autonomy which was Europe’s first unicorn internet brand. Simon is regularly recognised in the creative industry “top 100” lists and was inducted into the first ever Marketing Hall of Fame in recognition of a unique career. A career in which he has received three Emmy nominations, hundreds of creative awards and even a letter of commendation from the Vatican for his Christmas 2016 Amazon commercial. A proud south Londoner by birth, Simon is delighted to have recently been appointed Governor of the Museum of London. Other Speakers Include: keynote: Mr. James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Wild Oats Marketing LLC Mr. Avnish Goyal, Managing Director of Hallmark Luxury Care Homes Ms. Mirela Sula, CEO and Founder of Global Woman Magazine and Global Woman Club Paul Rajchgod, Managing Director of Ayre Ventures Investor, Howard Lewis Helen Chorley on Sky TV More at www.london-wealth.com
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I am excited to welcome Alan Zafran, Co-CEO & Founder of IEQ Capital, to our Palo Alto Family Office Conference on November 18th at the Four Seasons. Mr. Zafran has been named one of "America's Top Wealth Advisors" by Forbes. Barron's named him one of "America's Top 100 Financial Advisors" and one of "America's Top 100 Independent Wealth Advisors”. In 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory (RIA) firm. At Luminous, he served as a Portfolio Manager and investment committee member. Luminous Capital managed $5.5 billion of assets when it was acquired by First Republic in 2012. At First Republic Bank, Mr. Zafran served as Senior Managing Director and Wealth Manager. Mr. Zafran serves on the board of several Philanthropical organizations within his community and is a Stanford University and Harvard University alumni. Other Speakers Include: Sara Crown Star, Director at the Crown Family Foundation Paraag Marathe, President of 49ers Enterprises, EVP of Football Operations and Chairman of Leeds United Football Club More at www.sanfran-wealth.com
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I am excited to welcome Helen Chorley on Sky TV, to our London Family Office Conference at The Berkeley Hotel on November 7th, 2024. Helen is the charismatic judge bringing her unique blend of stage and screen expertise to the Speaker Awards. Recognised from her regular appearances on many Sky TV shows including Property Elevator, Property Graduate and Venture Visionaries, she is known and loved as the friendly “Dragon” investor in the world of property investment. Helen is a unique mix of sharp thinker, industry disrupter & spiritual adventurer. From British ballet champion to investment banker and burnout recovery, her journey is as diverse as it is inspiring. With a track record in both property and television, Helen's experience as a dynamic speaker shines through. Her on-screen charisma translates seamlessly to the stage, making her an ideal judge for the Speaker Awards. Whether she's dissecting pitches on Property Elevator or sharing insights from her own journey, Helen's ability to entertain and inform sets her apart. With her keen eye for impactful presentations, get ready for a judge who knows the power of effective communication and has the charm to match! Other Speakers Include: keynote: Mr. James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Wild Oats Marketing LLC Mr. Avnish Goyal, Managing Director of Hallmark Luxury Care Homes Ms. Mirela Sula, CEO and Founder of Global Woman Magazine and Global Woman Club Paul Rajchgod, Managing Director of Ayre Ventures Investor, Howard Lewis More at www.london-wealth.com
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