The April 23rd, 2018 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 | |
| Conference Moderator: Mr. Jerry Guillott, Tax Partner, BDO LLP | |
| THE TECHNOLOGY SESSION | |
| 09:10-09:40 am | The Technology Panel – Is Houston Ready to Become the “Third Coast” When it Comes to Innovation and Investment? |
| Moderator: Mr. Erik Halvorsen, Director, TMC Innovation Institute | |
| With: Ms. Dorit Donoviel, Director, Transnational Research Institute for Space Health, Mr. John S. Reale Jr., Co-Founder & CEO, Station Houston, Ms. Juliana Garaizar, Managing Director, Houston Angel Network, Mr. William E. Cohn, VP, Medical Devices, Johnson&Johnson | |
| This panel will talk about some of the history of innovation in Houston and the major advances that have taken place recently with respect to infrastructure and resources to support entrepreneurs and start-ups in the ecosystem. The panelists will paint a picture of how robust the current investment opportunities in tech, digital and healthcare and where continued growth and opportunity will be seen in the future. | |
| 09:40-10:00 am | The World of Blockchain – Ms. Kelly Klein, Strategic Partnerships Director, Alignment Group |
| 10:00-10:15 am | The Changing Healthcare Financing Landscape – Mr. Adam E. Fine, General Partner & CEO, Windham Venture Partners |
| 10:15-10:25 am | Overseas Diversification Through Local Expertise - Mr. Lorenzo Rocco di Torrepadula, Partner, REYL Overseas Ltd |
| 10:25-10:35 am | The Continuing Evolution of Private Equity – Mr. Richard Baker, Vice President, Portfolio Strategy, ALPS Red Rocks Capital |
| 10:35-10:55 am | Finding Opportunity in the Only CRE Sector Facing Deep Stress – Mr. Andy Weiner, President, RockStep Capital Real Estate Investments |
| 10:55-11:25 am | Fireside Chat with Keynote Speaker Mr. Drayton McLane Jr. |
| With: Keynote Speaker Mr. Drayton McLane Jr., Chairman, The McLane Group | |
| Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21 | |
| 11:25-11:45 am | Refreshment Break |
| THE ENERGY SESSION | |
| 11:45-11:55 pm | Energy Investing – Moving from Molecules to Electrons for Better Risk-Adjusted Returns - Mr. Alan Hsu, Managing Director & Global Industry Analyst & Portfolio Manager, Wellington Management |
| 11:55-12:15 pm | The Global Opportunity: Low-Cost Clean Energy – Mr. Robert W. Rigdon, Vice Chairman, Synthesis Energy Systems, Inc. |
| 12:15-12:45 pm | The Energy Panel – Outlook and Opportunities for Investment |
| Moderator: Mr. Kenneth B. Medlock III, Ph.D , Senior Director, Center for Energy Studies, Rice University | |
| With: Mr. R. Paul Loveless, President & CEO, CL&F Resources, Mr. Richard Bogatto, Tax Partner, BDO LLP, Mr. Walker Moody, Partner & Chief Operating Officer, Asset Management, Tudor, Pickering, Holt & Co. | |
| This moderated panel discussion will explore the outlooks for oil and gas, including the most significant uncertainties, whether they are global or domestic, and how they may affect the investment climate. In addition, speakers will address the most pressing needs for investment across the value chain and the roles that markets and policy have in defining opportunities – ranging from recent tax changes to the role of shale to Federal infrastructure policy to the implications of NAFTA renegotiations. | |
| 12:45-01:15 pm | The Direct Investments, Co-Investments, and Successful Exits Panel |
| Moderator: Ms. Samira Salman, Founder & CEO, Salman Solutions | |
| With: Mr. D. Randolph Waesche, Managing Member, Family Wealth Management LLC, Mr. Brad Ross, Managing Director, Transaction Advisory Services, BDO LLP, Mr. Michael Girdley, Managing Director, Geekdom Fund, and Mr. Justin LaPoten, Partner, Badr Investments | |
| This panel will provide a comprehensive view on family offices making direct investments into private companies. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches. | |
| 01:15-02:15 pm | Lunch |
| 02:15-02:45 pm | The Real Estate Panel |
| Moderator: Ms. Desirée Patno, CEO & President, NAWRB | |
| With: Mr. Brandon Pauler, Tax Managing Director, BDO LLP, Mr. Ryan L. Urech, Senior Vice President – Southwest Region Business Development, Wells Fargo, Mr. Clayton Hagerman, Founder & Managing Partner, MicroPlanned CommunitiesTM LLC | |
| Real estate dynamics is changing – opportunities and strategies addressing global housing issues, tax reform and the new mindset. | |
| 02:45-03:15 pm | Tiger 21 Panel |
| Moderator: Mr. Rick Gornto, Houston Chair, TIGER 21 | |
| With: Mr. Bret Stanley, Founder & Managing Partner, Stanley Capital Management, Mr. Ash Kumar, CEO & Founder, Ashford Communities, Mr. Steven Kaufman, Founder & Chief Acceleration Officer, Zeus Trust, Mr. Michael Casid, Co-Founder, Dymatize Enterprises | |
| A discussion about what Tiger 21 is and how it can be relevant to you. The panelists will be asked questions about their experiences with T21, their investments with T21 and the value of T21 to their family and themselves. | |
| 03:15-03:35 pm | Refreshment Break |
| 03:35-03:50 pm | Transition from Operating Company to Family Office – Mr. Adil Adi, Executive Chairman, Adi Family Office |
| 03:50-04:05 pm | Philanthropic Structures – Mr. Stephen D. Maislin, President & CEO, Greater Houston Community Foundation |
| 04:05-04:35 pm | The Philanthropy Panel – How to Create a Lasting Legacy |
| Moderator: Ms. Avital Ingber, President & CEO, Jewish Federation of Greater Houston | |
| With: Mr. Benjamin Warren, CEO & President, ITC Trading Company Ltd, Mr. Fred Zeidman, Chairman, Gordian Group, Mr. Benjamin Samuels, Executive Consultant, Victory Packaging | |
| What inspires legacy giving? Hear firsthand from a number of successful business leaders how they give back to their communities, involve multiple generations of their family and create lasting legacies through philanthropic endeavors. | |
| 04:45-06:45 pm | Cocktail Reception |
| The conference will be followed by a cocktail reception at The Houstonian for all conference attendees. |
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