| 08:00 – 09:00 AM | Networking Breakfast |
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| 09:00 – 09:10 AM | Opening Remarks |
| Mr. Denny Chared, Founder & CEO, DC Finance |
| Mr. Ian Morley, Chairman, Wentworth Hall Family Office – Conference Moderator |
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| 09:10 – 09:30 AM | Empowering the Rising Generation: Navigating New Dynamics in Family Wealth |
| Mr. Ben Whattam, Co-Founder & CEO, RisingGen – Moderator |
| Ms. Jessica McGawley, Founder & Director, Dallington – Moderator |
| Ms. Romane Howsam, Rising Gen Investor |
| Mr. Jack Sullivan, Director, West Ham Women’s Team; Entrepreneur |
| Ms. Harshini Reddy, Next-Gen, Reddy Family; Investment Banking, Cantor Fitzgerald |
| This panel explores the evolving needs and expectations of the next generation of wealth creators and inheritors. We’ll discuss the attitudes and behaviours shaping them, and how advisors can adapt to support these future leaders. |
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| 09:30 – 09:40 AM | Investing in Blockchain Opportunities (not Crypto) |
| Mr. Paul Rajchgod, Managing Director, Ayre Ventures |
| Ayre Ventures is among the largest utility blockchain-focused venture capital groups. Investing in high-growth blockchain opportunities – not ‘crypto’ – is our main focus. We will discuss what this means and our approach to investing in blockchain. |
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| 09:40 – 09:50 AM | A New Standard of Care in the Deadly Disease of Colorectal Cancer |
| Ms. Uma Bhatt, Chief Financial Officer, Stingray Therapeutics |
| If you are diagnosed with metastatic colorectal cancer, you odds are 87% dead in 5 years from this disease. We are starting a phase 1-2 clinical trial to show that these odds can dramatically be improved with a new regimen in immune oncology utilizing our new drug. Enthusiasm for this trial is amazing, and we have received $14M non-dilutive to support it. We are looking for investors touched by colorectal cancer to help us support this effort to dramatically change the standard of care in colorectal cancer. |
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| 09:50 – 10:00 AM | Skin Surgery Transformed: The Dawn of a New Era |
| Dr. Daniela Marino, Co-Founder & CEO, CUTISS |
| Envision a future where severe skin damage, from burns to cancer, from scars to trauma, transforms from a lifelong battle to a brief challenge. As climate change intensifies and burn accidents and skin diseases escalate, we stand on the brink of a deep tech revolution. We’re ushering in a new era where skin regeneration isn’t just possible—it’s a promise. |
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| 10:00 – 10:10 AM | The State of the U.S. Real Estate Market – Opportunities and Challenges |
| Mr. Cliff Booth, Founder & Chairman, Westmount Realty Capital, LLC |
| Real estate has been in a transitional price discovery period since the Federal Reserve started increasing rates in 2022. Since the Fed cut rates in September, with further cuts anticipated, how are investors identifying new opportunities while mitigating downside risks and navigating market uncertainty? |
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| 10:10 – 10:30 AM | A Fireside Chat with the COO of Elton John’s Family Office |
| Mr. Luke Lloyd-Davies, COO, The Rocket Entertainment Group SFO of Sir Elton John and David Furnish; Emmy Award Winning Producer |
| Mr. Ian Morley, Chairman, Wentworth Hall Family Office – Moderator |
| Luke Lloyd-Davies has managed the family office of Sir Elton John, one of the world’s top musicians for over 20 years. Today, in a Fireside Chat with Ian Morley he will share with us the unique experience and musical and media focus of this very special role. |
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| 10:30 – 11:00 AM | Coffee Break |
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| 11:00 – 11:20 AM | Building (Impact) Investment Strategies as Future Principals |
| Ms. Francesca Spoerry, Head of Trainings and Partnerships Center, Sustainable Finance and Private Wealth, University of Zurich – Moderator |
| Ms. Cara Macklin, NextGen, Founder & CEO, Future of Family Enterprise |
| Ms. Kateryna Filippi, Principal, SFO; Founder, Impact Venture |
| Ms. Nisaa Jetha, Leading Global Impact Strategist |
| The transition is underway, with 30% of principals planning to hand over the reins in under five years. Which factors matter most to those coming up now? How are risk appetites changing? What does good look like when assessing investments? How does Impact play a role? |
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| 11:20 – 11:30 AM | Crypto ETPs in Focus: Key Developments and Future Outlook of Post Ethereum and Bitcoin Launch |
| Mr. Alex Pollak, Head of UK & Israel, 21Shares |
| Discover the significant advancements in cryptocurrency exchange-traded products (ETPs) following the launch of Ethereum and Bitcoin, and gain insights into their future trajectory. 21Shares, offering the largest suite of crypto ETPs worldwide, is at the forefront of making cryptocurrency investing more accessible. |
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| 11:30 – 11:40 AM | Novel Platform to Develop First – and Best-in-Class Treatments for Human Diseases |
| Mr. Cuong Do, Founder & Chairman, M6P Therapeutics |
| Lysosomes are the recycling centers for the body. M6P Therapeutic has created a technology platform to deliver any protein to lysosomes, thereby enabling the ability to treat all ~60 lysosomal storage disorders as well as creating completely new avenues for treating cancers, autoimmune diseases, and many other ailments. |
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| 11:40 – 12:10 PM | Challenging Traditional Investing Foundations with Unique Lending Solutions |
| Mr. Dan Robinson, Managing Director, Head of Alternative Credit, DWS |
| Bridging the gap for investors and businesses * Breadth of opportunities across the private credit spectrum * Potential to create high growth through innovative solutions * |
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| 12:10 – 12:30 PM | Keynote Lecture with Mr. Simon Morris |
| Mr. Simon Morris, Entrepreneur; Ex Chief Creative Officer, Amazon |
| Discussing the keys to building brands from start up to unicorn, and multinational world leaders, Simon will talk about consistent transferable mental models throughout his career. |
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| 12:30 – 01:30 PM | Lunch |
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| 01:30 – 01:35 PM | Introduction to the Family Office Circle |
| Mr. Denny Chared, Founder & CEO, DC Finance |
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| 01:35 – 01:55 PM | Building Bridges: Navigating Investment Strategies & Innovation in Family Office Ventures |
| Mr. Sandipkumar Gupta, Entrepreneur, SanRaj Family Office |
| Mr. Mukul Mohanty, Senior Partner, Truffle Capital – Moderator |
| In conversation with Sandip Gupta, we’ll delve into his journey in building Route Mobile into a tech powerhouse and a multibillion dollar business, his experiences working alongside family especially as sibling duo and the values driving his work ethos, and his vision for life after exit, with plans for expanding his family office’s impact. |
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| 01:55 – 02:25 PM | Leadership Across Eras: Adapting Legacy Businesses & Policy for a Modern World |
| Ms. Mary Ann Thompson-Frenk D.D. (h.c.), Next Gen of the 7-Eleven Family; Co-Founder/President of The Memnosyne Institute, and General Partner, UTF Holdings – Moderator |
| Mr. James W. Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC |
| The Baroness Verma, An Indian-British Politician in the United Kingdom |
| This panel brings together transformative leaders from the worlds of business and politics to discuss the evolution of leadership in response to rapid societal and market changes. Panelists will explore the challenges of steering legacy brands in an era of digital disruption, insights on balancing tradition with innovation, and the role of policy in supporting sustainable business growth. The discussion will provide a unique view on how experienced leaders and next-generation visionaries can work together to shape resilient, forward-thinking organizations and policies that meet modern needs. |
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| 02:25 – 2:55 PM | Investing into Sport and Art – The Pleasures & the Pains |
| Mr. Ian Morley, Chairman, Wentworth Hall Family Office – Moderator |
| Mr. Howard Lewis, Art Expert; Founder, OFFLINE |
| Mr. David Dein, International Ambassador, FA and Ambassador for the Premier League, Former Vice Chairman, Arsenal Football Club & Football Association |
| Mr. Aylon Morley, SFO, Wentworth Hall; Active Member and Investor in the Blockchain and Cryptocurrency Ecosystem |
| This panel will look at the risks and opportunities of investing into Football and Art. What motivates people to these more esoteric investments. Do sane businesspeople leave their rational selves behind when they buy a football club. Most art value is only in the eyes of the buyer, seller, and market. There is no intrinsic value in art . We will explore the risks, returns and the joy and perils of the journeys. |
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| 02:55 – 03:10 PM | Observations about the Offline Philosophy |
| Mr. Howard Lewis, Art Expert, Founder, OFFLINE |
| In this lecture, Mr. Howard Lewis will share a few observations about the OFFLINE philosophy, which is a celebration of the virtues of randomness and serendipity. He will touch upon these themes, inter alia, in his forthcoming book “Leave Your Phone At The Door” which is being released in US in early March. |
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| 03:10 – 03:35 PM | Trailblazers & Changemakers: The Power of Women in Entrepreneurship |
| Ms. Mirela Sula, CEO & Founder, Global Woman Magazine and Global Woman Club |
| Ms. Rosemary Reed, Founder, POW TV |
| Mr. Avnish Goyal, Managing Director, Hallmark Care |
| Ms. Katrina Victoria Gumaya, Angel Investor / Venture Capitalist |
| Ms. Helen Chorley, Property & Angel Investor |
| This panel will explore the powerful role women play in entrepreneurship and innovation, focusing on the journeys, challenges, and successes of trailblazing leaders. Panelists will discuss the impact of female-driven leadership in various industries, the significance of diversity in driving business growth, and strategies for overcoming obstacles unique to women entrepreneurs. The conversation will underscore ‘Why It Matters’: Women leaders bring unique perspectives and resilience that are essential for creating transformative impact and inspiring the next generation of entrepreneurs. |
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| 03:35 – 04:30 PM | Cocktail Reception |
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