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
09:10-09:20 AM TBA
09:20-09:30 AM TBA
09:30-10:15 AM The Technology Panel
  Moderator Mr. Erik Halvorsen, Director, TMC Innovation Institute
With Mr. John Reale, Co-Founder & CEO, Station Houston
10:15-10:30 AM The world of BlockchainMr. Moshe Hogeg, Founder, Singulariteam
10:30-10:40 AM Overseas Diversification Through Local Expertise - Mr. Lorenzo Rocco di Torrepadula, Partner, REYL Overseas Ltd
10:40-11:10 PM Refreshment Break
11:10-11:30 AM TBA Mr. Andy Weiner, President, RockStep Capital Real Estate Investments
11:30-12:00 PM Keynote Speaker: Mr. Drayton McLane Jr., Chairman, The McLane Group
12:00-12:30 AM The Direct Investing Panel
Moderator: Ms. Samira Salman, Founder & CEO, Salman Solutions
With: Mr. D. Randolph Waesche, Managing Member, Family Wealth Management LLC, Mr. Brad RossManaging Director, Transaction Advisory Services, BDO LLP, Mr. Michael Girdley, Managing Director, Geekdom Fund, Mr. Shan Moon, Don Evans Family Office
11:40-12:20 PM The Energy Panel
  Moderator: Mr. Kenneth B. Medlock III, PhD, 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.
12:20-12:30 AM Energy Investing – moving from molecules to electrons for better risk-adjusted returns – Mr. Alan Hsu, Managing Director & Global Industry Analyst & Portfolio Manager, Wellington Management
12:30-1:10 PM The Real Estate Panel 
Moderator: Ms. Desirée Patno, CEO & President, NAWRB
With: Mr. Brandon Pauler, Tax Managing Director, BDO LLP
1:10-2:10 PM Lunch
2:10-2:50 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 Dokupil, Principal, SFC Capital Management
 2:50-3:10 PM Launching Health into Space – Ms. Dorit Donoviel, Director, Translational Research Institute for Space Health
 3:10-3:25 PM Transition from Operating Company to Family Office – Mr. Adil Adi, Executive Chairman, Adi Family Office
3:25-4:05 PM The Philanthropy Panel
Moderator: Mr. Russell Robinson, Philanthropist
With: Mr. Benjamin Warren, CEO & President, ITC Trading Company Ltd, Mr. Fred Zeidman, Chairman, Gordian Group
 4:05-4:20 PM Current Philanthropic TrendsMs. Renée Wizig-Barrios, Senior Vice-President and Chief Philanthropy Officer & Mr. Stephen D. Maislin, President & CEO, Greater Houston Community Foundation




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