ShareNett Summer Family Office Summit (July 25 - 26, 2022)

32 Star Island Rd.,Montauk NY 11954

25 July, 2022

Description

Location: Gurney's Star Island Resort & Marina, 32 Star Island Rd, Montauk, NY 11954Monday July 25th - Opening Cocktail Reception - Sunset Pier6:00pm - 8:00pm Tuesday July 26th Family Office Summit - Showfish Dining Room10:00am – 10:30am Registration 10:30am – 10:45am Introduction and Overview Speaker: Steven Santiago, Managing Partner, Aedifex Ventures (SFO, VC & PE Investor); Managing Partner and Board Member, ShareNett 10:45am – 11:45am Panel One: Family Office Innovative Investments Moderator: Vikash Magdani, CEO-Northeast of ACG; Founder, Capthorne Ventures Speaker: Marina Hadjipateras, Co-Founder & General Partner, TMV; Family Member, Dorian LPG Speaker: Mark Kendell, Kendell & Associates Speaker: Evan Renov, Co-Founder & CEO, Arieli Capital; Partner, Beechwood Ventures Speaker: Michael Zhu, Partner - US, Hermitage Capital; CIO, Accathon Capital Family Offices are often early investors in new technologies that transform industries and disrupt the way we live and work. Hear from our panel of family office investors putting capital to work in new and innovative ideas and hear some of the trends that are driving their investments. 11:45am – 12:15pm Presentation: Accessing Non-Dilutive Funding From the US Government Infrastructure Bill Speaker: Sean Slatter, President & CEO, LSI The Infrastructure Investment and Jobs Act (IIJA ) is a new law to disburse funds for inrastructure projects in transportation, power, water, internet, environmental, and resilience (e.g. zero-carbon). As a component of this law, Justice40 was introduced to ensure that at least 40% of the Federal investments in climate and clean energy will benefit disadvantaged communities–not only in terms of the infrastructure improvements themselves, but also in terms of employment opportunities. In this presentation, Sean will discuss ideas for Family Offices to procure funding for operating business as well as foundations/non-profits engaged in supporting minority communities. 12:15pm – 12:45pm Lunch & Networking 12:45pm – 1:45pm Navigating Multi-generational Family Businesses and Philanthropy Moderator: David Homan, Founder, Orchestrated Connecting Speaker: Ron Cordes, Co-Founder, Cordes Foundation Speaker: Marty Cordes, Co-Founder, Cordes Foundation Speaker: Stephanie Cordes Stephenson, Co-Chair, Cordes Foundation; VP of Marketing, EcoFashion Corp. Speaker: Eric Stephenson, Co-Chair, Cordes Foundation; Director, Align Impact The Cordes Foundation was founded in 2006 by Ron and Marty Cordes following the sale of Ron’s investment management business. They created their family foundation focused on social entrepreneurship, impact investing and the economic advancement of women. In 2014, when they were joined by their daughter, Steph, and son-in-law, Eric Stephenson, the Foundation expanded its strategic focus to include ethical fashion brands, sustainable supply chains and engaging millennials in impact investing. 1:45pm – 2:00pm Break 2:00pm – 2:30pm Fireside Chat: The Secondaries Market in a Uncertain Economy Speaker: Steven Santiago, Managing Partner, Aedifex Ventures, Managing Partner and Board Member, ShareNett Speaker: Andrea Walne, General Partner at Manhattan Venture Partners Selling secondaries offerings can be a way for family offices to rebalance their portfolios and free up capital to deploy into potentially new investment opportunities. On the flip side, because late stage VC-backed companies are staying private longer the upheaval in the secondary market can be an opportunity to capture value at attractive entry prices. 2:30pm – 3:30pm Panel Two : Family Office Investment Strategies Moderator: Marcia Nelson, Managing Director & Registered Rep, ShareNett Securities LLC Speaker: Kevin Ernst, Managing Partner, Canadian Private Family Office Speaker: Grace Lovret, Managing Member, Franger LLC Speaker: Brad Scholtz, Managing Director, Scott Capital Partners Speaker: Deshi Singh, Founder, & CEO, Apricot; President, Singh Foundation Family Offices are evolving and becoming more institutional in their investment activities - hiring investment professionals from other industries and deploying more capital directly into companies, sitting on boards and providing operational support to portfolio companies. Our panel will share some of their investment strategies and insights on where to deploy capital and how to develop long-term best practices. 3:30pm – 4:00pm Break 4:00pm – 4:30 Fireside Chat 4:30pm – 5:00pm Closing Remarks – Evan Renov Tuesday July 26th Closing Reception - Sunset Pierin conjunction with ACG Summer Dealmaking* 6:00pm – 7:30pm