Dallas Agenda

The 2017 Dallas Agenda

October 30th
6:30-8:30 PM DC Finance’s Cocktail Reception at the Bush Library – Sponsored by BDO
Keynote Speaker: Mr. Kenneth A. Hersh, Chief Executive Officer and Board Member of the George W. Bush Presidential Center 
  October 31st
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 
09:10-09:30 AM TBA
09:30-10:15 AM The Future of Technology  
  Moderator: Ms. Marcia Dawood, The New York Angels
With: Ms. Michelle Johnson, Senior Vice President and Chief Investment Officer, Freeman, Ms. Amy Evins, Chief Information Officer, Texas Capital Bank, Ms. Gabriella Draney Zielke, Co-Founder & CEO, WildCatters
The Future of Technology Discussed by the the Industry’s Leading Woman - The future of payment methods, how the pace of change has affected how we use technology, the future for technology in business and much more! 
10:15-10:35 AM Meadows Collier – TBA
10:35-11:10 AM The Direct Investing Panel
  Moderator: Mr. Michael Rutner, Chief Investment Officer, Pangea’s Edge Holdings
  With: Mr. Shaun Buckley, Partner, Transaction Advisory Services – Financial, BDO, LLP, USA, Mr. Adil Adi, Executive Chairman, WorldLink, Mr. Michael Girdley, Co-Founder, Geekdom Fund, Mr. Scott Letier, Managing Director, Deason Capital Services
11:10-11:30 AM Refreshment Break
11:30-12:10 PM The Real Estate Panel
  Moderator: Mr. Sean Dalfen, President, Dalfen America Corp.  
  With: Mr. Michael Ablon, President, Pegasus Ablon, Dr. Bharat Sangani M.D., Chairman, Encore Enterprises Ltd., Ms. Susan M. Ansel, Chief Executive Officer and President, Gables Residential
12:10-12:25 PM RockStep Capital Real Estate Investments – TBA
12:25-12:50 PM The Tiger 21 Panel 
Moderator: Mr. Christopher Ryan, Chairman, Tiger 21 Dallas
12:50-1:50 PM Lunch
1:50-2:30 PM   The Energy Panel 
Moderator: MrGeorge Seay, Chairman & Co-Founder, Annandale Capital & Chairman of the Board of Directors, The Texas-Israel Chamber of Commerce
With: Mr. Lorenzo Rocco, Partner, REYL, Mr. Bernard Weinstein, Associate Director, Maguire Energy Institute, Mr. Alan Stevens, Assurance Partner, BDO
The Philanthropy Session
2:30-3:10 PM Fire Chat with the Schultz Family on Transferring the Values of Philanthropy Across Generations
  Moderator: Mr. Bradley Laye, President and Chief Executive Officer, Jewish Federation, Greater Dallas
With: Ms. Jaynie Schultz, President, Retreat Central, Mr. Howard Schultz, Founder & Chairman, Howard Schultz & Associates International, Ms. Leslie Vile Schultz
Engaging the next generation in philanthropy – A family discussion





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