Houston Agenda


08:00-09:00 AM Registration and Refreshments
09:00-09:10 AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
  Mr. Jeffrey Kane, National Managing Partner – Private Client Services, BDO LLP
09:10-09:30 AM TBA
09:30-10:15 AM The Technology Panel
  Moderator Mr. Erik Halvorsen, Director, TMC Innovation Institute 
10:15-10:30 AM TBA
10:30-11:00 AM The Direct Investing Panel
  Moderator: Ms. Samira Salman, Founder & CEO, Salman Solutions
  With: Mr. Randy Waesche, Managing Member, Family Wealth Management LLC, Mr. Shaun Buckley, Partner, Transaction Advisory Services – Financial, BDO, LLP, Mr. Michael Girdley, Managing Director, Geekdom Fund, Mr. Shan Moon, Don Evans Family Office
11:00-11:10 AM Mr. Lorenzo Rocco, Partner, REYL – Overseas Diversification Through Local Expertise
11:10-11:40 AM Refreshment Break
11:40-12:20 PM The Energy Panel
  Moderator: TBA
  With: Mr. William Arnold, Professor, Energy Management, Rice University, Mr. Paul Loveless, President & CEO, CL&F Resources, Mr. Richard Bogatto, Tax Partner, BDO LLP
12:20-1:00 PM The Real Estate Panel 
1:00-2:00 PM Lunch
2:00-2:40 PM Tiger 21 Panel
 2:40-2:55 PM Mr. Adil Adi, Executive Chairman, Adi Family Office – Transition from Operating Company to Family Office
2:55-3:35 PM The Philanthropy Panel
  Moderator: Mr. Russ Robinson, CEO, Jewish National Fund
  With: Mr. Benjamin Warren, CEO – President, ITC Trading Company Ltd, Mr. Fred Zeidman, Chairman, Gordian Group
 3:35 PM  The Power of Family Offices in the Global Economy – Ms. Meredith WalkerGlobal Economist, EastWest Institute




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