The Ninth Family Wealth Report Family Office Investment Summit 2023

To The Ninth Family Wealth Report Family Office Investment Summit 2023

Investment management, encompassing a diverse range of assets including real estate, has witnessed a paradigm shift with the emergence of technologies, such as blockchain and cryptocurrencies. This transformative blend introduces both exciting opportunities and heightened market volatility. Traditional investment strategies now coexist with innovative blockchain-based assets, creating a dynamic landscape where informed decision-making and risk management are paramount. In this evolving environment, understanding the nuances of each asset class is crucial for investors seeking to navigate the challenges and reap the rewards of this multifaceted financial ecosystem. A diversified approach not only hedges against market turbulence but also harnesses opportunities arising from the dynamic interplay of these financial elements, promoting long-term financial stability and growth.

Today we’d like to discuss some of these market trends and developments and we are delighted to offer you a program collated in collaboration with expert speakers and sponsors.

The keynote presentation will be delivered by David Teten, Versatile VC, about Who (or what) is disrupting the Investment Management Industry, and How?

This will be followed by the first panel discussion, Reimagining the Real Estate Portfolio: Bringing Risk Management, Diversification and Tax Alpha to a Real Estate Portfolio. The focus is on the ways technology is changing the face of real estate investing. Panel speakers are David Wieland, Realized Holdings, DJ Van Keuren, Evergreen Property Partners, and James Brunger with Capital Square. The panel will be moderated by Stephen Harris, CEO, ClearView Financial Media, publisher of Family Wealth Report

The second panel will discuss The Legal Side Of Tokenization And Asset Tokenization: Real Estate And Beyond. The speakers will explore the potential of real estate tokenization and other dimensions of crypto, blockchain and tokenization. Speakers are Joseph Guagliardo from Dentons, Sanjay Raghavan with Roofstock, Alan Silbert from INX and Sherry Witter from Witter Family Office. Panel moderator is Tim O’Regan at Upheaval, Inc.

Part of the program are the presentations by Alan Donenfeld from CityVest Capital, Jonathan Joseph of SmartFunds, and Lisa Gelles from Howard Insurance, who will be talking about Understanding Real Estate Private Equity Funds; How SmartFunds Enables Full Stack Private Markets, and Protecting Prosperity: Emerging Risks in Real Estate.

The fireside chat features Rosemary Denney from Wealth Matters Consulting and Brian Hughes from Hughes Growth Strategies. They will discuss How to Turn Market Volatility and Global Economic Activity into Opportunities to Build Relationships

We’d like to take this opportunity to thank all the speakers and partners involved in today’s event, including Dentons, CityVest, Howard Insurance, INX, Realized Holdings, Roofstock onchain, the UHNW Institute, Versatile VC and Wealth Matters Consulting.

Everyone from Family Wealth Report is looking forward to catching up with you during the networking breaks and discussing the summit’s insights at the Cocktail Reception, at the end of the afternoon.

/ Agenda

1:45 Registration, Breakfast and Networking

2:10 Summit Opening and Welcome

THEODORA VINEY - Global Marketing Manager - Family Wealth Report

2:15

KEYNOTE: Who (or What) Is Disrupting The Investment Management Industry, and How?

DAVID TETEN - Managing Partner - Versatile VC

2:30 PANEL 1: Reimagining The Real Estate Portfolio: Bringing Risk Management, Diversification And Tax Alpha

To A Real Estate Portfolio

Learn how technology is changing the face of real estate investing. With the incorporation of risk metrics, portfolio construction, tax alpha and income modeling today’s real estate portfolios are much closer to traditional financial services than ever before.

• Learn about the current trends shaping the commercial real estate investment landscape, the outlook on domestic real estate markets and the risk conditions.

• Hear about the adoption of traditional financial tools in real estate and how those tools are creating the portfolio of tomorrow; today.

• See how to incorporate private real estate in investment portfolios for diversification, lowering risk and returns.

JAMES BRUNGER - Chief Sales Officer - Capital Square

DJ VAN KEUREN - Co-Managing Member - Evergreen Partners

DAVID WIELAND - CEO and Co-Founder - Realized Holdings

STEPHEN HARRIS - CEO - ClearView Financial Media, publisher of Family Wealth Report (Moderator)

3:20 PRESENTATION: Understanding Real Estate Private Equity Funds

ALAN DONENFELD - Founder and CEO - CityVest Capital

3:30 Refreshments and Networking

3:45 PANEL 2: The Legal Side Of Tokenization And Asset Tokenization: Real Estate And Beyond

The panel discussion will bring together industry leaders to explore the nuances and potential of real estate tokenization. Tokenization will reshape the way we approach real estate investment, and we are excited to delve into its various dimensions during our session.

JOSEPH C. GUAGLIARDO - Technology and Blockchain Partner - Dentons

SANJAY RAGHAVAN - VP, web3 Initiatives - Roofstock

ALAN SILBERT - Executive Managing Director - INX

SHERRY WITTER - Managing Partner, Founder, CIO - Witter Family Office

TIM O’REGAN - Co-founder - Upheaval, Inc. (Moderator)

4:35 PRESENTATION: How SmartFunds Enables Full Stack Private Markets

JONATHAN JOSEPH - CEO - SmartFunds

4:45 Refreshments and Networking

5:00 PRESENTATION: Protecting Prosperity: Emerging Risks in Real Estate

LISA GELLES - Executive Director - Private Client - Howard Insurance

5:10 FIRESIDE CHAT: Markets to

Marketing: How to Turn Market Volatility And Global Economic Activity Into Opportunities To Build Relationships

Discover how utilizing market volatility and day-to-day shifts can bolster your PR approach, elevating your brand as a thought leader and industry expert. In today’s dynamic investment landscape, investors seek unique perspectives and informed insights from their wealth advisors. In this engaging session, we will explore the pivotal role of market dynamics in shaping PR strategies. We will delve into how market trends, economic indicators, and market sentiment can significantly influence the effectiveness of PR campaigns, media relations, and overall brand positioning. Participants will gain invaluable insights into leveraging market movements to establish a resilient PR framework that aligns with and supports their brand, ultimately driving long-term success.

ROSEMARY DENNEY - CEO and Founder - Wealth Matters Consulting

BRIAN HUGHES - President & Founder - Hughes Growth Strategies

5:30 Summit Summar y & Cocktail Reception

/ Speakers

DAVID TETEN Managing Partner Versatile VC

JAMES BRUNGER Chief Sales Officer Capital Square

ROSEMARY DENNEY CEO and Founder Wealth Matters Consulting

ALAN DONENFELD Founder and CEO CityVest Capital

JOSEPH C. GUAGLIARDO Technology and Blockchain Partner Dentons

STEPHEN HARRIS CEO, ClearView Financial Media, publisher of Family Wealth Report

BRIAN D. HUGHES President & Founder Hughes Growth Strategies, LLC.

JONATHAN JOSEPH CEO SmartFunds

TIM O’REGAN Co-founder Upheaval, Inc.

SANJAY RAGHAVAN VP, web3 Initiatives Roofstock

ALAN SILBERT Executive Managing Director INX

DJ VAN KEUREN Co-Managing Member Evergreen Partners

DAVID WIELAND CEO and Co-Founder Realized Holdings

SHERRY WITTER Managing Partner, Founder, CIO Witter Family Office

LISA GELLES Executive DirectorPrivate Client Howard Insurance

Keynote

/ Sponsors & Partners

Content Partner

Dentons is the world’s largest law firm, connecting talent to the world’s challenges and opportunities in more than 75 countries. Dentons’ legal and business solutions benefit from deep roots in our communities and award-winning advancements in client service, including Nextlaw, Dentons’ innovation and strategic advisory services. Dentons’ polycentric and purpose-driven approach, commitment to inclusion and diversity, and world-class talent challenge the status quo to advance client and community interests in the New Dynamic.

www.dentons.com

Content Partner

Realized helps advisors manage their client’s investment property wealth with the same sophistication as other asset classes.

We help by exchanging 1031-eligible properties for diversified portfolios of fractional commercial real estate, which are customized to income needs, risk appetite, and investment goals across generations.

www.realized1031.com/advisor

Content Partner

Combining traditional market expertise with a disruptive fintech approach, INX provides state-of-the-art solutions for modern financial challenges. Driven by its vision to reshape capital markets through blockchain and disciplined regulation, INX pioneers a new digital economy that enables true financial democratization and access to a wealth of investment opportunities for all. INX has developed innovative tools and partnered with global leaders to maximize the potential of security tokenization. Prioritizing alignment with U.S. regulations, INX has worked handin-hand with US regulators from day one to emphasize checks and balances. The INX.One platform offers the only path for trading, investing, and capital raising under U.S. regulatory oversight, with cryptocurrencies and security tokens all traded in one place. INX proudly issued the first SEC-registered security token, raising $84 million globally, and now assists others through its breakthrough Security Token Offering (STO) platform. www.inx.co

Partner

Roofstock onChain is the web3 subsidiary of Roofstock, the leading digital real estate investing platform for the $4 trillion single-family rental home sector. Using blockchain technology, Roofstock onChain provides investors the ability to purchase tokenized single family rental properties with one click, and to transact with crypto, cutting the time and cost incurred by legacy systems. For context, Roofstock recently raised $240 million Series E, bringing the company’s valuation to $1.94 billion.

www.onchain.roofstock.com/

Content

/ Sponsors & Partners

Content Partner

Versatile Venture Capital backs early-stage companies which help investors generate alpha and win. For example, we’re investors in alternative data, investment research, back-office tech, marketplaces for private companies, and salestech to help gather assets. We manage PEVCtech, a community for family offices, private equity funds, and VCs focused on using technology and analytics to make better investments in private companies. We also manage Founders’ Next Move, a community for founders researching their next move.

www.versatilevc.com

Presentation Partner

CityVest Capital provides individual investors and family offices with unique access to investments in institutional real estate private equity funds. We have completed investments into 15 real estate private equity funds. CityVest screens over 700 real estate funds per year and conducts due diligence to find the best real estate investment strategy and fund manager. All funds must have an auditor, administrator and a realized track record of over 20% IRR. CityVest gains access and negotiates better investment terms as a result of our large pooled investment amount. We provide a state-of-the-art online Dashboard for improved fund administration.

www.CityVest.com

Content Partner

Since our founding more than a decade ago, Wealth Matters has been a driving force behind the success for an elite group of firms in the wealth management industry. As a powerhouse full-service agency, we specialize in crafting strategic marketing, branding, public relations, and growth strategies that propel our advisor clients to achieve their growth objectives. Working with multi-family offices, asset management firms and RIAs, we understand that every firm is unique, with their own distinct brand vision and audience. The solutions we create are transformative and our unrivaled expertise in press and branding strategies allows us to showcase our clients’ thought leadership, elevating their brand presence and establishing a lasting impression in the minds of their target market.

www.wealthmattersconsulting.com

Presentation Partner

Howard Insurance offers customized protection solutions designed for families and institutions with complex insurance needs. Our insurance portfolios work with and enhance the overall wealth protection and preservation strategies of our clients. We understand insurance needs at each stage of a complex financial life. Our insurance solutions are rooted in experience over three generations of working alongside families and individuals who have built and preserved wealth. Leaders in private insurance advisory and risk management, we pair deep expertise with sincere attention to our clients’ needs.

www.howard-insurance.com

/ Sponsors & Partners

Supporting Partner

ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics.

ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/ investment management space and offer an integrated solution across all digital properties.

We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.

www.profundcom.net

Supporting Partner

Insightful Education. Actionable Ideas. Meaningful Collaboration.

The UHNW Institute was founded in 2019 to transform the wealth management industry to better serve ultrahigh-net-worth families as they continue to evolve. As a nonprofit think tank and learning exchange,

The UHNW Institute is elevating the wealth management industry to a new standard so that advisors and families can foster prosperous and meaningful relationships from one generation to the next.

The UHNW Institute offers unbiased thought leadership, peer-to-peer collaboration, original content and programing, and more.

www.uhnwinstitute.org

Supporting Partner

smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost-effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known. www.smartkyc.com

Supporting Partner

WealthBriefing FAMILY OFFICE DATABASE

powered by HIGHWORTH RESEARCH

WealthBriefing and Family Wealth Report now publish four indispensable quality assured online databases on the important and lucrative SFO market in partnership with the specialist research company, Highworth Research. The online databases provide detailed profiles of single family offices both regionally and globally. Representing the investments of the wealthiest families globally, SFOs are growing in number and represent assets under management in the $ trillions. Yet most SFOs stay under the radar and access to them is very restricted.

www.clearviewpublishing.com/wealthbriefingfamily-office-databases/