Impact Wealth Aspen 2024 Special Edition

1

A New Way to Experience Private Jet Travel For private travelers that fly any amount of hours per year, flyExclusive Fractional provides the consistency and reliability of our owned and operated fleet of 95+ Light, Mid, and Super-Mid aircraft. Unlock a world of possibilities with a share in a brand-new Cessna Citation CJ3+.

Full Fleet Access Fractional Ownership provides a unique ownership experience with access to the new CJ3+ fleet and full access to the rest of the 95+ aircraft flyExclusive owns and operates.

Free Flying Select the Ownership level that is right for you, and gain up to $100,000 in free flight credit.

Limited time offer.

No Management Fees Enjoy no monthly management fees with Fractional Ownership.

Only pay when you fly, and remove any risk if your needs change over the term.

Fewer Peak Days flyExclusive’s Fractional Ownership Program has the lowest amount of Peak and High Demand Days than any of our programs, with lower premiums up to 60%.

Save on International Travel Traveling internationally soon?

Become an Owner today and receive the first hour free on international flights.

Let’s Get Started (833) 359-2582 www.flyexclusive.com/fractional

CONTENTS FAMILY OFFICE Considerations for an 12 Key Effective Family Office

By Danielle Valkner

ART JOEL SHAPIRO 16 Evolving Forms and the Dance of Light and Shadow

By Michael Klein

PIERRE SOULAGES 18 The Painter of Midnight

By Michael Klein

22

COVER STORY AMY & GARY GREEN 22 Nurturing Hearts for a Greener Tomorrow A Philanthropic Power Couple Shaping Legacies

By Samantha Silveira

FASHION SNOW QUEEN 28 Wintry Holiday Beauty Befitting of a Viking Snow Queenn

By Hillary Latos Photography by Udo Spreitzenbarth

34 WORTH AVENUE TRIBUTE

Photography/Styling: Daniel Perry

4

28

Ideally situated along 435 linear feet of pristine white sand beach and immersed in unforgettable ocean views, The St. Regis Residences, Sunny Isles Beach, Miami, represent the height of exquisite living—where skyline-defining architecture, visionary style, flawless craftsmanship, and signature St. Regis service and rituals create a singular experience of effortless luxury in a glamorous setting.

PH 5901 4 BEDROOMS | 7.5 BATHROOMS 7,419 SQFT | 4,150 EXT. SQFT PRIVATE POOL

$36,000,000

RESIDENCE 5401 4 BEDROOMS | 6.5 BATHROOMS 5,366 SQFT | 1,437 EXT. SQFT

$14,300,000

RON OVADIA RonO@Nestseekers.com (917) 655-8513

ERIN SYKES ErinS@Nestseekers.com (609) 517-3071

CONTENTS 44

LUXURY LIVING JAYMA CARDOSO 44 Crafting Exclusive Havens from Montauk's Surf to Aspen's Snow

By Hillary Latos

Insider’s Guide to 46 An Aspen’s Best of the Best

60

By Amy Green

50

ASPEN'S CULINARY AND NIGHTLIFE GEMS Curated Guide

PROFILES

By Kavita Channe

LEO JACOBS 60 Meet the Legal “Psychiatrist”

DAVID CORSO 54 Mastermind Behind the Scenes

to New York’s Billionaire Real Estate Developers

By Angela Gorman

FRANKLIN BECKER 56 Creating Culinary Concepts Leading to Entrepreneurial Divine Cuisine

By Amy Poliakoff

By Hollie Mckay

54

launches as the 64 JurisTrade revolutionary“non-predatory” asset marketplace open to all

By Hollie Mckay

EVENTS Wealth Finds A 66 Impact Multifaceted Landscape of AI at Davos 2024

By Angela Gorman

THE MILKEN INSTITUTE 68 Redefining the Blueprints for the American Dream

By Amy Poliakoff

PHILANTHROPY

46 6

DHARMIC 70 AGOGlobal Movement for Peace and Compassion

By Hillary Latos

6

#1 TEAM IN NEW YORK CITY & NEW YORK STATE #14 TEAM IN THE NATION THE MASTERS DIVISION

CHRISTIAN HAAG

BIANCA D’ALESSIO

LICENSED REAL ESTATE SALESPERSON

LICENSED ASSOCIATE REAL ESTATE BROKER

CHRISTIANH@NESTSEEKERS.COM

BIANCA@NESTSEEKERS.COM

718.687.9008

914.282.8898

FROM CONCEPT TO COMPLETION

OVER $2 BILLION & 65 NEW DEVELOPMENT PROJECTS SOLD

N OW ST R E A M I N G O N 7

EDITOR’S NOTE The Aspen Edition

As the snow blankets the majestic slopes and the fireplaces of Aspen homes begin to roar, we bring to you an issue that mirrors the exclusivity and elegance of this winter paradise with our inaugural Aspen issue.

We are honored to feature Amy and Gary Green, a power couple whose remarkable achievements and influence in New York, Aspen, the Hamptons, and beyond are truly inspiring. Their story is one of passion, perseverance, and philanthropy, setting a benchmark for success.

In this issue, we delve into the "Best of the Best in Aspen," a meticulously curated insider’s guide by those who truly know and love this place. It’s your exclusive pass to the most exquisite experiences, dining, and shopping that Aspen has to offer, recommended by the very people who define its essence.

Our spotlight on Aspen's power players introduces you to individuals like marketing and events guru David Corso and Jayma Cardoso, the creative visionary behind Aspen’s most sought after venue- The Snow Lodge and Montauk’s Surf Lodge. Their stories are a testament to the vibrant community that thrives in this snowy haven.

We also take a moment to celebrate the philanthropic efforts of Go Dharmic, and how their compassion is driving positive change in communities around the globe.

Turning the pages to our beauty editorial, prepare to be captivated by the wintry allure of a Nordic Snow Queen, a vision brought to life by the talented Udo Spreitzenbarth. His photography not only captures the essence of winter beauty but also tells a story of elegance and resilience.

For our readers who migrate with the seasons, we present a glimpse into the timeless glamour of Palm Beach's Worth Avenue through the lens of Daniel Perry. It’s a reminder of the enduring allure of classic luxury, regardless of where you find yourself.

This issue is a celebration of the places, people, and moments that define luxury living. We invite you to join us on this exquisite journey through Aspen and beyond, discovering the beauty, the extraordinary, and the inspirational.

Welcome to Aspen, through our eyes.

Hillary Latos Editor in Chief

8

REACH FOR

GREATNESS

CINCORO.COM

@CINCORO

GREATNESS STARTS WITH DRINKING RESPONSIBLY ©2024 CINCORO TEQUILA 40% ALC/VOL. IMPORTED BY CINCO SPIRITS GROUP LLC, MIAMI FL

Creating Wealth. Creating Impact.

WINTER 2024 SPECIAL ASPEN ISSUE

Hillary Latos EDITOR IN CHIEF

Candice Beaumont MANAGING EDITOR

Emil Pavlov ART DIRECTOR

Fredo Montes FASHION DIRECTOR

Jaime Pavon, Daniel Perry, Udo Spreitzenbarth CONTRIBUTING PHOTOGRAPHERS

Amy Louise Bailey, Janelle Brown, Michael Klein, Amy Poliakoff, Laur Weeks, Kavita Channe, Maddie Cammarota, Hollie McKay CONTRIBUTORS

Angela Gorman, Adam Weiss PUBLISHERS

Colin Thompson

DIRECTOR OF SPONSORSHIP

Scott Pauker DIRECTOR OF ADVERTISING

In loving Memory of our Associate Publisher, Martin Weiss

Impact Wealth Media LLC 222 Broadway, 18th Floor, New York, NY 212 542 3146 www.impactwealth.org info@impactwealth.org Impact Wealth Magazine is published quarterly. Copyright 2022 by Impact Wealth Media. All rights reserved. Reproduction of any material from this issue is expressly forbidden without permission of the publisher. Unsolicited manuscripts and photographs are welcome on an exclusive basis, but Impact Wealth Magazine cannot be responsible for unsolicited materials submitted. Printed in the U.S.A.

10

Outsource the complexity, turn on the insights.

Meet Wealth Compass, your outsourced family office team.

It’s all part of The New Equation.

Learn more at pwc.com/us/wealthcompass

© 2023 PwC. All rights reserved. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details.

FAMILY OFFICE

Key considerations for

AN EFFECTIVE FAMILY OFFICE

By Danielle Valkner Private, Family Office Leader, PwC US (danielle.valkner@pwc.com)

12

STRATEGY AND LEGACY Strategy and legacy are fundamental considerations for multi-generational families. Establishing a family office to help steward these objectives is a significant commitment. It can provide stability during financial uncertainties and help preserve the family's legacy over multiple generations.

Questions to consider:

• How well-defined is the purpose of

Family offices are exclusive and private entities designed to provide critical support to wealthy individuals and families, focused on helping the family achieve its goals and objectives, such as preserving and growing the wealth and safeguarding the confidentiality and privacy of the family.

These organizations exist to serve the unique needs of affluent families and often function very discreetly. This inherent focus on privacy can sometimes lead to family office owners and staff lacking trusted networks to learn about emerging leading practices and operating trends, despite estimates of 6,000 family offices in the US, and another 5,000 that operate informally inside privately controlled businesses, according to the Family Office Exchange.

According to the North American Family Office Report 2022 by Campden Wealth, 33% of family offices reported a rise in staff numbers over the past 12 months. As the functions performed by family offices expand and evolve to match the growing needs of the families they serve, it can be very beneficial to evaluate opportunities to further optimize the family office services and operations.

In this article, we delve into eight key categories of services that are commonly provided by family offices. We provide some questions in each of the eight areas for wealth owners and their advisors to consider when designing and evaluating a family office. These questions, among others, are intended to help family offices evaluate opportunities to improve their efficiency and effectiveness, or reduce risks within the family ecosystem, but are not an exhaustive list.

the family office? Is this clear to all family members?

• Do you have a comprehensive strategic plan, and how does it align with your long-term legacy goals?

• Have you assessed the needs and aspirations of multiple generations within the family?

• What human capital practices are in place

to ensure the continuity of the family office and the preservation of wealth across generations?

Recommendations:

• Conduct a comprehensive family survey to understand the family's values and objectives.

• Develop a strategic plan that includes contingencies for different financial scenarios and generational transitions.

ENTERPRISE RISK Every operating business manages risks to ensure its sustainability and success.

A family office should adopt a similar approach. Identifying potential risks and developing mitigation plans is crucial to preserving the family's wealth and assets.

Questions to consider:

• What are the key risks (disaster planning, cyber, physical security) that your family office currently faces?

• How well-prepared are you to navigate financial crises or unexpected events?

• Is there a documented process for identifying, assessing and mitigating risks within your family office?

Recommendations: • Perform a thorough risk assessment to identify potential threats.

• Develop a risk management framework and crisis response plan. It is important to have these plans in place to help you navigate a crisis. If you wait

until you need it, it is too late.

CONTINUITY Ensuring the continuity of the family office, its ownership and critical functions is crucial. Questions surrounding the ownership transition and decision-making processes should be addressed to maintain stability and prosperity over time.

Questions to consider: • What does ownership and decision-making look like in the next 5, 10 or even 50 years?

• Is there a clear understanding of who the key stakeholders are within the family and family office system?

• Have you established continuity plans and policies for generational transitions?

Recommendations:

• Create a clear succession plan for family leadership and the family office that includes both family and non-family members.

• Develop governance policies that specify roles and responsibilities of stakeholders.

• Be proactive about education and leadership development.

INVESTMENTS Many family offices are created to manage or oversee shared family capital.

Effective investment management, whether internal or outsourced, is crucial for preserving and growing wealth.

Questions to consider:

• How are your family's investments currently managed, and what is the level of involvement from family members?

• Are there clear reporting and education mechanisms for family members involved in investment decisions?

• Do you have a comprehensive investment policy that addresses eligible investments, diversification requirements, and risk with appropriate governance and oversight provisions?

Recommendations:

• Implement a well-defined investment strategy that aligns with the family's financial goals.

• Foster financial education for family members involved in investment decisions.

• Establish a process to approve and oversee compliance with the investment policy.

13

FAMILY OFFICE

OPERATIONS Operational efficiency is a cornerstone of any successful organization. Developing a set of policies and procedures incorporating leading practices and embracing a culture of continuous improvement can streamline operations, enhance transparency, and improve accountability and overall performance.

TECHNOLOGY Technology plays a pivotal role in managing various services within a family office, from processing transactions to information access and reporting and analysis. Technology innovation continues to rapidly evolve across all industries and family offices are no different.

Questions to consider:

Questions to consider:

COMPLIANCE Managing compliance and risks should be a year-round commitment, with regular assessments to identify strengths and weaknesses in your processes.

Miscalculations or oversights can be costly, so ongoing vigilance is crucial.

Questions to consider:

• Do you have a documented set of policies and procedures to guide your family office's operations?

• How do these policies evolve over time and how often are they reviewed?

• How do you ensure transparency and accountability within your family office?

Recommendations:

• Develop a comprehensive operations manual which is reviewed on a consistent basis.

• Regularly review and update policies to adapt to changing circumstances and ensure alignment with family expectations and effective risk management (typically annually).

14

• How automated are your processes and have you surveyed the technology landscape for opportunities to upgrade or enhance your systems?

• Do family members have near real time access to information?

• What security measures and controls are in place to protect sensitive information and facilitate IT support when needed?

• Have you conducted a cyber security review?

Recommendations:

• Conduct an independent review of your technology capabilities and controls to identify areas for improvement and optimization.

• Name an individual within the organization to be responsible for technology innovation and security controls.

• Is your family office treating compliance and risk management as an ongoing continuous process?

• Are the appropriate policies in place?

• How do you identify areas of strength and potential weakness in your compliance and risk management procedures?

• Are you making structural and process adjustments to improve efficiency and effectiveness?

Recommendations:

• Implement a continuous compliance monitoring system utilizing both technology and internal review processes.

• Conduct regular audits (internal and externally driven) and assessments to identify areas for improvement.

Pay particular attention to high risk areas such as cash management, data integrity and cyber security.

GOVERNANCE Governance is the overarching framework that influences all aspects of family office operations. It should be adaptable and reflect the current family ethos while being ready to evolve with generational changes.

Questions to consider:

• Do you have the right individuals and skill sets involved to effectively govern your organization?

• Is there active engagement from owners, family members and executives in maintaining and improving the governance structure?

• Is the governance structure supported by strong transparency, reporting and analysis?

Recommendations:

• Regularly assess and update the governance structure to ensure alignment with family values, needs and expectations. Governance will likely need to evolve as circumstances change and when younger generations start to get involved.

• Foster a culture of transparency and active participation from all stakeholders in governance discussions.

Family offices play a vital role in managing and preserving the wealth and legacy of affluent families. By asking crucial questions like the ones outlined above for each of the eight categories – strategy and legacy, enterprise risk, continuity, investments, operations, technology, compliance, and governance – family office leaders can help ensure that their organizations operate optimally and adapt to the changing needs of each generation.

PWC'S FAMILY OFFICE DIAGNOSTIC PwC offers a Family Office Diagnostic assessment that consists of over 200 questions covering the eight categories mentioned above. This diagnostic assessment provides family offices with valuable, independent insights into their current operational status, risks and opportunities for enhancements. It also provides a benchmark by comparing family office practices against similar organizations. The findings and actionable recommendations offered

by PwC's diagnostic can strengthen your family office's current strategy and provide a roadmap for improving the organization and its ability to effectively manage risk and serve the family for generations.

15

ART

Photo by Charlie Rubin

JOEL SHAPIRO

Evolving Forms and the Dance of Light and Shadow

By Michael Klein

16

I have been following Joel Shapiro's work ever since it first appeared in the early 1970s in the pages of Artforum Magazine, where a very memorable essay by the art critic and poet Carter Ratcliff was published. To my mind, the evolution of his work begins with objects reduced in scale—small objects, miniatures, if you will, placed on the floor.

This was followed by a series of house-like structures made of wood or cast in bronze and iron, which were then displayed on shelves or low pedestals. Eventually, Shapiro simplified his approach to the figure, akin to a stick figure, and then moved on to small cube-shaped houses on shelves and low pedestals, as well as figurative forms.

Shapiro's figurative works have been shown and commissioned all over the world—in Houston, Tampa, Paris, Rome, and even in my nearby Albany, NY. Recently, Shapiro has presented new cast bronze works in an extraordinary exhibition space in Mexico.

Puerto Escondido is the location of this open-air staging, conceived by Tatsuro Miki and Axel Vervoordt of the Kasmin Gallery, which hosts this exhibition. As explained in their press release, Meridiano aims to expand the possibilities of the traditional gallery model by offering an open framework for long-form, site-specific, and experimental exhibitions of new work by artists working internationally and across disciplines.

Opened in the winter of 2023, this newly built complex will present such avant-garde installations over a six-month period. The structure housing the sculptures appears to resemble ancient architecture, including an open ceiling to the sky. Natural light becomes part of the display as shadows move across the floor, mimicking Shapiro’s forms, and bright daylight adds to the dramatic effect of the dark bronze against light walls. This is brilliant staging, as we have all become tired of the conventional white-walled, empty-box space; new ideas for presenting contemporary art abound. I've always wanted to organize installations such as this in the rooms of the Cloisters in uptown Manhattan.

Elegant and graceful like Matisse's bronze odalisques, yet Shapiro is undoubtedly inspired by Cubism. His abstract compositions and figures are built on rectangular elements: arms, legs, and the torso all share the same formality, yet the varying lengths of the

rectangle can suggest an arm, leg, or even a head. Shapiro’s figures aren’t static; they are usually depicted in action—walking, dancing, twisting, bending, gliding, turning at extreme angles. Whether a model, dancer, or acrobat, the viewer is left to decide the theme. Nonetheless, for works of minimal style, they are highly expressive and energetic, suggesting joy, delight, and even freedom.

Having visited his studio in Long Island City over the years, it is most notable for the amount of work being made, explored, and tested, akin to a real workshop. Paint and

color sometimes become part of the process, in painted wood or patinated bronze.

perceive geometry in relation to ourselves and the world.

What has always drawn me to Shapiro's work is its highly intelligent character and its emotional impact. His sculptures remain on the verge, never fully claiming to belong to just one category; one might ponder whether they are abstract or figurative, or perhaps both. They dynamically linger in the balance of both. Unlike the late Carl Andre, a founder of the Minimal school in American art, Shapiro imbues his minimalism with content, ultimately questioning how we

When invited, Shapiro responded, “I was immediately struck by the sensitivity of Meridiano’s architecture to the site and surrounding landscape, as well as the raw, natural beauty of both,” said the artist Joel Shapiro. “It is deeply gratifying to be able to install my sculptures in a place where they will be in dialogue not only with the sublime architecture but also with the natural environment.”

View of the artist’s studio in New York. Photoh by Charlie Rubin.

17

ART

PIERRE SOULAGES

The Painter of Midnight Some years ago, at an Art Basel Miami art fair, I saw a small 1999 painting by Soulages in the booth of a German gallery. I was in Miami looking for works for the Microsoft Art Collection, a collection I had been hired to expand and curate the year before.

By Michael Klein

18

It was 1999, and I wondered, 'Is Soulages still alive and working?' He was part of a post-war group of abstract painters who had survived the war and were much heralded in their respective countries. Each had his own brand of creativity and invention. Soulages, born on Christmas Eve in 1919, was then 80 years old when he presented this work. He died in 2022.

The small painting, all black, was stunning, no larger than 20 x 30 inches. Universally applauded, Soulages was a French artist whose thick black brushstrokes—labeled outrenoir (beyond black)—against lighter backgrounds characterized his eight decades of work. A painter so opposite the two schools of painting that dominated the French landscape: Impressionism and Fauvism, both renowned for bright colors and endless displays of life in broad daylight, and au plein air. Here was a painter who chose a monochromatic path as if rejecting anything made by the two masters

of Modernism, Henri Matisse and Pablo Picasso, and finding his own path and way.

A solo show in New York opened in the spring of 2014, 'Soulages in America.' A friend and artist, Mark Petersen, flew from Oakland, CA, to see this show with me. Mark, also an abstract painter whose work I had discovered online the year before and had bought two paintings for my collection, died way too early in 2019 by suicide.

We both agreed the exhibition was stunning, dramatic, and well-installed, so we spent an hour or so wandering from canvas to canvas. Surprisingly, the gallery was not busy, but again, this is not everyone's taste: all black paintings. But the drama was in how they were made and how light reflected off the surface of each canvas. Decades before the post-minimalist movement in the US, painters in the post-war era were engaged in all sorts of experimentation

with the meaning, content, and substance of painting. Turning inward, they looked away from the city or countryside, still scarred with the wounds of World War II. His first dealer in New York, the highly influential Samuel Kootz, took Soulages into his gallery in 1954 and worked with him until the close of the gallery 12 years later. Kootz, one of the leading art dealers of the post-war period in New York, was an early supporter of the American school, including Franz Kline and Willem de Kooning. Kootz was also aware of and a champion of the post-war advances in painting in Europe. Almost a decade later, James Johnston Sweeney, another early supporter, organized a Soulages retrospective at the Museum of Fine Arts, Houston, in 1966.

Some might compare Soulages' works to Frank Stella's black paintings of the 60s, but Stella was more formulaic, depending on shape and structure rather than invention

19

ART

and emotion, and the drama of executing such ultimately elegant compositions. Initially, the black element was the persona of the painting, placed in front of a monochromatic background. Over time, the black became dominant, encompassing both the foreground and background. And over time, Soulages explored a textured surface. Here, Soulages examines the very nature of the medium: how to guide it and apply it onto the surface of the canvas. Ironically akin to artists like the Italian Piero Manzoni or the American painter Robert Ryman, both of whom chose white as their color. Like Ryman, Soulages saw painting in terms of process, thereby exposing the dynamic character of paint as a way to see each work not as a window to the world but as an object that exists within the world. Each work is a fully formed and shaped matter of canvas on which a systematic application of paint is made. And while united by paint, the nature and character of each canvas changes and shifts depending on scale or the pattern of paint application.

When Pepe Karmel published his 'Abstract Art: A Global History,' I wondered how Soulages and his circle would be discussed in the context of abstract painting around the world.

Much to my surprise, he was not included, nor were his German contemporary Hans Hartung, or Americans like Grace Hartigan or Jack Tworkov. The focus for many curators and art historians over the decades of the 60s, 70s, and even 80s was towards movements like Pop art, Minimal art, and Conceptual, pushing European avant-garde innovators aside. This also explains why Soulages was not offered any other museum shows in

20

the US since 1966. Yet times are changing.

The Solomon R. Guggenheim Museum, in the fall of 2015, presented a retrospective of the post-war Italian artist Alberto Burri, an eye-opening exploration of the growth and manner of another painter who experimented with a variety of materials and, in his late years, monolithic paintings in black.

This second show at Levy, Gorvy, Dayan, and is an important event, a selection of some 30 works from local museums and the artist's studio. It is a recognition of his masterful talents and hard-won vision.

'It is everything a collector would want to find in a Pierre Soulages, from the bold, energetic composition to the play of light and the sensual interaction between the black and blue paint,' as opposed to Kline's intersections of black strokes and fields.

In his native France, Soulages donated some 250 works for a museum opened in 2005 and dedicated to his life and work. The museum is in Rodez, France, near the city of Toulouse.

'Soulages should be known and honored in this country as we now honor the masters of the Abstract Expressionist movement.

Soulages proves the power and passion of abstraction. He has distilled the essence of painting, albeit painted at midnight.

21

PROFILE

22

AMY & GARY GREEN

Nurturing Hearts for a Greener TomorrowA Philanthropic Power Couple Shaping Legacies In a world where change-makers are rare and impactful partnerships are even rarer, the story of Amy and Gary Green emerges as a beacon of inspiration. United in their commitment to philanthropy, this dynamic power couple has forged a legacy that transcends personal success, reflecting a shared dedication to making a positive impact.

By Samantha Silveira

Early Influences and Shared Values The roots of Amy and Gary’s philanthropic journey delve deep into their early influences, shaping a commitment to giving back that goes beyond financial contributions.

Amy's early influences trace back to her grandparents, where her modest Italian family instilled in her the values of resourcefulness, kindness, and open-hearted generosity.

Despite their limited means, her grandparents exemplified the importance of giving back, laying the foundation for Amy's deeprooted commitment to philanthropy.

Iconic figures like Ruth Bader Ginsburg inspire Amy, emphasizing the transformative power of intelligence and integrity. Her admiration for strong women who speak their minds and pursue their dreams echoes in her own pursuit of meaningful philanthropy.

"The individuals who have inspired and influenced me throughout my life are those who give from their heart with meaningful purpose," says Amy, highlighting her appreciation for transformative leaders.

Gary's formative years, grounded in entrepreneurship and community engagement, laid the foundation for his career. His entrepreneurial journey began at the age of 15, working various roles within New York City office buildings, instilling in him a work ethic and determination that would later define his success.

expanded its services, acquiring multiple security companies, lighting and electrical companies, and other building services.

Two pivotal moments in the company's history were unfortunately the two most devastating and challenging events to happen in New York City September 11, 2001; and COVID-19.

"When I started at SL Green Realty I was still learning the ropes of the real estate business. I worked as many jobs as I could from running a freight elevator to janitorial work and building maintenance. I just wanted to learn every part of a building. Because I was in a family business, I felt that I had to work harder than anyone else to prove myself. No one was going to outwork me.”

“On 9/11, it was our responsibility to help protect and clean up downtown Manhattan,” Gary reflects. “That is something I will never forget. We lived and breathed it and we felt responsible for helping turn around New York City. We had security officers and cleaners who were at ground zero for months and the things they saw were horrific and indescribable. But it was important work. We were there not only to help keep New York safe, but we also helped to build it back up. It was the first truly impactful business experience of my life”

Alliance Building Services: In 1992, Gary Green founded Alliance Building Services, one of the largest privately held building service providers in North America.

Frustrated with mediocre janitorial services, Gary established First Quality Maintenance, a subsidiary of Alliance, aiming to revolutionize the business model. The company

Alliance’s growth continued from there extending services to iconic venues like the Yankee Stadium, Citi Field, and the Empire State Building. Alliance had gone from 8 cleaners in 1992, to over 5,000 by 2010.

23

PROFILE

We were there not only to help keep New York safe, but we also helped to build it back up.

It was the first truly impactful business experience of my life.

Gary Green Alliance remains a powerhouse in the building service industry, a testament to Gary’s entrepreneurial acumen and commitment to excellence.

The Green Legacy and a Father's Mentorship At the heart of Gary’s journey lies the profound influence of his father, Stephen Lawrence Green. A visionary figure, Stephen Green's legacy extends beyond real estate, shaping the entrepreneurial spirit of the Green family. Gary's partnership with his father and the lessons learned serve as the cornerstone of his success.

"Just watching how my dad operated, his intensity and sense of timing, the way he trusted his instincts, and saw every opportunity to push forward – in the true entrepreneur spirit he embodies – it’s amazing. How do you not get inspired to be an entrepreneur when you grow up around a father like that?”

The Green legacy is a testament to resilience, innovation, and a commitment to positive change. The photoshoot atop the Summit building captures the essence of Stephen Green's impact, symbolizing a family tradition marked by a pursuit of excellence.

"I feel immensely fortunate to be part of the Green family, with my girls contributing

24

to the continuation of the Green legacy” says Amy, “The close bond with Nancy Green and Steve Green fills me with pride, and partnering with my husband on our philanthropy journey is a deeply meaningful endeavor for us and our beautiful children."

A Strategic Pivot In a strategic move that marked a turning point in his career, Gary orchestrated the sale of Alliance Building Services in 2023.

This deliberate shift in focus allowed him to redirect his energies towards his burgeoning passion for sports ownership.

Notably, the sale also underscored the profound respect and trust for his longtime business partner, Michael Rodriguez, who continues to steer the ship as CEO. Spanning over two decades, Gary's partnership with Michael Rodriguez remains a testament to the value of collaboration and shared vision in the business world.

“One of the many lessons I learned from my dad was that when you find the right person, don't be afraid to lock them in. Michael Rodriguez and I started working together in 1994. Immediately I saw that this was somebody I was very comfortable working with. His strengths were my weaknesses, and vice-versa. Together we brought our different experiences and knowledge to forge a strong partnership. Michael became the Alliance brand, so the way to exit was to have Michael and the employees own the company through an ESOP and not sell to the third party. And I am incredibly thankful for the value Michael has added to my life so I could pursue the sports business.”

As Gary charts new courses in the realm of sports ownership, the legacy of Alliance Building Services serves as a testament to his strategic acumen and unwavering dedication to pursuing business goals that have a positive impact on others.

Sports Ownership The pivotal decision to enter the realm of sports ownership materialized in 2009 when Gary and his partner Larry Botel co-founded Alliance Baseball, marking the acquisition of the Connecticut Defenders and their relocation to Richmond as the Richmond Flying Squirrels. This move not only filled a void in Richmond, Virginia, which at the time was the largest city in the United States without a professional sports franchise, but also established Green, Larry Botel, Lou DiBella and Todd Parnell as “Richmonders of the Year” in 2010.

In June 2012, Green and Botel continued to expand their sports ownership portfolio by acquiring the Omaha Storm Chasers from Berkshire Hathaway CEO Warren Buffett.

“I got on a plane to Omaha and I was going to meet and negotiate a deal with the

greatest capitalist of our generation, Warren Buffet!” Green reflects . “I had my numbers prepared. I was ready to tell my kids and future grandchildren and everyone else about how I negotiated with the great Buffet. But, when the meeting started he didn’t want talk about numbers or sales price . He wanted to hear about who my baseball and business heroes were, and my experience in the building service industry. After 90 minutes he stood up, put out his hand, and said I want to sell you my team. In hindsight, what he really cared about was my love for the game of baseball, the business behind it, and my connection to the fans that make it great” Green’s foray into soccer ownership with Union Omaha in 2019 added another dimension to his sports empire. Union Omaha became the first professional soccer team in the state of Nebraska, and it showcased Gary's commitment to fostering sports culture in the region even further.

“There are so many ways you can make a difference with people’s lives with sports. Soccer is so important to young people, and American soccer is especially important to Gen Z’s. We’ve been able to develop a movement, which is what soccer fandom is, and we are actively planning to construct a brand new stadium and development downtown. Soccer will become this country's number one sport in our lifetime. We are riding this wave watching it grow before our very eyes and our fans are growing a culture around it.”

“I have a deep love for Omaha. And what I’ve learned is that even with the right intentions of impact investing to make a difference, its never easy coming into a new city and creating change. The gift that Mr. Buffett gave me, to allow me access through professional sports to make a change, that will stick with me forever.”

25

PROFILE

The close bond with Nancy Green and Steve Green fills me with pride, and partnering with my husband on our philanthropy journey is a deeply meaningful endeavor for us and our beautiful children.

Amy Green doctors and top scientists, focusing mainly on developing preventative vaccines. Her shift to sports journalism, driven by a desire for new challenges and a different way to engage with people, marked a significant turning point in Amy's professional life.

Philanthropy Gary Green's philanthropic endeavors extend far beyond business success.

As a national board member of Third Millennium, he advocated for Social Security reform while testifying numerous times in Congress, showcasing a commitment to broader societal issues. His support for organizations like North Shore Child and Family Guidance Association, and Ronald McDonald House of New York reflects a diverse range of causes close to his heart.

During the COVID-19 pandemic, Gary's philanthropy took a hands-on approach.

Donating masks to hospitals and partnering with CHI Health and Nebraska Medicine exemplified his commitment to making a difference in times of crisis.

“It’s very powerful to spend time with the people benefiting from philanthropic work. Sports change lives and the value of sports is so important to people's spirits – it keeps them going.”

26

Gary continued, “when you buy a sports team, it’s not just a private investment. People treat it like a public utility and everyone has an opinion. What I learned working in the Omaha community is that you can use this asset to really make a difference. During covid we couldn’t play a game so instead we repositioned ourselves from a sports asset to a community asset. How could we help the community when they really needed it? Donate 45,000 masks to local hospitals when no one had access to enough masks. Like 9/11 in New York, I couldn’t just sit on my hands and do nothing.”.

Amy's Career Transition Amy's career journey has been a dynamic exploration of her passion for science and later a shift towards sports journalism. Starting with a strong foundation in Chemistry and Biology, she collaborated with renowned companies in the biotech sector such as Pfizer and Wyeth. Amy contributed to public health by working with infectious disease

"I was offered my own show on FOX Sports, and after 12 years in the Biotech industry, I changed. My parents thought I was a bit crazy to give up that amazing job, but it's important to follow your dreams, and dreams change and shift as we grow and mature," reflects Amy on her career transition.

“I suddenly embarked on a beautiful new journey and I had the time of my life. I was young and single and wanted to work hard to build relationships and dig deep with athletes and their passion for the sport.”

Motherhood The challenges and joys of raising her daughters inspired a deeper connection with women globally. Amy's commitment to conservation and wildlife protection intensified, driven by a desire to create a better world for future generations.

"Becoming a mother marked a pivotal and profound chapter in my journey, bringing both inspiration and challenges. Despite

the struggles of difficult life experiences, my little girls, especially Giada, opened my heart in inexplicable ways, guiding me towards the person I aspired to be," shares Amy. Amid her fertility challenges, Amy sought inspiration and found ways to combat these new challenges by shedding light on the profound impact our environment and the food we consume can have on our bodies.

"The struggles underscored the importance of understanding the quality of what we put into our bodies. My girls, raised as pescatarians and never having tasted meat, reflect a conscious choice to avoid potential harm associated with hormones in contemporary meat production," explains Amy on her dietary choices.

Philanthropic Philosophy with a Heart-Based Approach Amy's philanthropic philosophy centers on a heart-based energy approach, recognizing the interconnectedness of our actions with the well-being of the planet. Her work in anti-poaching extends beyond protecting wildlife to empowering local communities.

Amy's vision for positive heart-based rewilding involves educating children about conservation and fostering a compassionate and ethical approach to the planet.

Amy initiated the Footprint of Life Gala, bringing together organizations like Unicef, Tusk Tusk Trust, ACCF, and others to collaborate and create a unified movement.

Over the years, she observed that each organization had a distinct focus and unique resources to offer. The Gala was a platform for diverse entities to come together, each contributing its strengths to a shared cause.

“The Footprint of Life Gala is my baby and more than just an event; it's a platform for positive change. Not only did last year's gala raise substantial funds, but it also elevated the collective consciousness toward creating a better planet. Our efforts resonated far and wide, igniting a ripple effect of positivity and inspiring action among attendees and beyond.”

As the Greens look ahead to 2024, their long-term goals include advancing Amy’s heart rewilding program, fostering 'Camelot for the Planet,' and collaborating with the Planetary Guardians. The powerful duo envisions a future where their collective efforts contribute to innovative solutions for safeguarding the Earth.

“I am eager to harness this momentum and elevate our impact even further,” says Amy. “I look forward to uniting top organizations to drive meaningful change and elevate the vibrancy of our planet.”

Gary, reflecting on Amy's influence, shares, "my wife Amy has been an inspiration to me and a force in all aspects of my life, and especially philanthropy. She has motivated me to do even more than I’ve ever done. Our ultimate goal is to have the phrases “impact investing” and “impact philanthropy” define everything we do.

And also have a lot of fun along the way!”

Being a power couple, Gary and Amy not only celebrate life together but also forge meaningful alliances. Amy describes their bond as “a unique synergy where their individual strengths combine to create a force for positive change, not just for them but for future generations.”

For the Greens, Philanthropy isn't just a mission; it's a way of life—a legacy they are proud to carry forward.

Photography by Jamie Pavon Shot on location at Summit One Vanderbilt, NYC Clothing by Tom Ford on Gary Green Gowns by Bronx & Banco on Amy Green

"It's about understanding that we, as people, are both the problem and the solution. Our kids, they're the future custodians of the planet. If we're not leaving them a planet worth having, then shame on us," emphasizes Amy on the responsibility of fostering a sustainable planet for future generations.

Together, the power couple's journey into philanthropy was a natural progression. Inspired by the profound desire for hands-on involvement and impact, Amy and Gary established their own foundation, Green Vision.

“Serving as an ambassador for various organizations, I experienced a strong commitment to the cause, but I yearned for deeper engagement,” says Amy. “My goal was to understand precisely where funds were allocated and to identify the areas needing the most help. Establishing a foundation allowed me to create a collaborative mission, fostering unity to collectively address challenges."

27

STYLE & FASHION On Ada Tiara: Nina

28

Wintry holiday beauty befitting of a Viking Snow Queen Produced by Hillary Latos Photographer: Udo Spreitzenbarth @udophotography Hair: MAKO IIjima for Angelo David Salon | The FLEX Brush | René Furterer Makeup: Diana Manzanares for Angelo David Salon Laura Mercier Photo Imaging: Lorraine Baker Photographer Assistant: Rebecca Serritella Floral headpieces and jewelry: b floral Models: Joyce Duijx APM Models Iza One.1 Management Ada One.1 Management

29

STYLE & FASHION

30

On Iza Dress: Nicole Miller Tiara: Nina

31

STYLE & FASHION

32

On Ada Tiara: Nina Joyce Blouse: Genny Robe: Agent Provocateur

33

STYLE & FASHION

WORTH AVENUE TRIBUTE Photography/Styling Daniel Perry @danielperrystudios Hair/Makeup Matt Yeandle @beautybymatt Models @palmbeachmodels Linda Bertino @linda_bertino Natalia Necol @natalianecol

34

Carolina Herrera Cherry A-Line Midi Dress from Saks Fifth Avenue - $2490 Jimmy Choo Sandals

35

STYLE & FASHION

36

Badgley Mischka Sky Blue Couture Ball gown with Embroidery $7200

Badgley Mischka Pheasant Feathers Couture gown $6200

37

STYLE & FASHION

Emilia Wickstead - Petrova Floral V-Neck Midi Dress from Saks Fifth Avenue - $1920 Bakelite Black Crystal Necklace - Stylist’s Own

38

Badgley Mischka Bronze Metallic Sculptured Ruffle Mermaid Gown $1200

39

STYLE & FASHION

40

Akris Lasercut Black Crêpe Tunic Dress with XL Kaleidoscope Sequins $1,690 Ricky Sarkany Sandals

Proenza Schouler Crushed Satin Shift Midi Dress from Saks Fifth Avenue $2490 Bib Rhinestone Necklace Stylist’s Own

41

STYLE & FASHION

Vintage Neil Bieff Black/ White Bugle Bead Jacket from Saks Fifth Avenue Akris Black Silk Evening Trousers $1690 Ricky Sarkany Sandals

42

Akris Rosegold Shimmering Sequins Jersey Gown $5,990

43

LUXURY LIVING

JAYMA CARDOSO Crafting Exclusive Havens from Montauk's Surf to Aspen's Snow

In the elite echelons of hospitality and design, Jayma Cardoso shines as a beacon of innovation and exquisite taste. The Brazilian-born visionary, lauded for her creation of The Surf Lodge—a sanctuary where Montauk's chic set converge for sun-drenched weekends filled with live performances by the likes of John Legend and Willie Nelson—has ventured into the crisp air of Aspen with an equally compelling proposition: The Snow Lodge.

By Hillary Latos

44

This latest endeavor, nestled within the opulent embrace of the St. Regis Aspen Resort since 2019, mirrors the effervescent charm of its Hamptons predecessor, yet whispers of the wintry allure unique to the Rockies. Here, the après-ski culture is reimagined through Cardoso's discerning eye, blending the European tradition of slope-side sophistication with the laid-back luxury known to her loyal following.

The Snow Lodge, now celebrating its illustrious fifth season, has swiftly ascended to the pinnacle of Aspen's winter social scene. With a meticulously curated Italian menu and an array of experiences that range from intimate dining to grandiose concerts, it's the epitome of Cardoso's knack for creating spaces that resonate deeply with the desires of the global elite and aspirational travelers alike.

Cardoso's genius lies in her ability to transport the vibrancy of her venues beyond their physical confines, crafting atmospheres that captivate and charm. Her inspiration, drawn from a desire to infuse Aspen with the vivacious spirit of European après-ski life, has resulted in a locale that celebrates the ski lifestyle as fervently as its European counterparts cherish their snow-capped retreats. “ Skiing is a lifestyle in the US, but in Europe it's Life. The Jade Room, allowed me to curate the

decadence of life and whom better to partner with than Dom Pérignon whose jade bottle influenced more than the color scheme of the room.

We enlisted Petrossian to create a caviar experience to couple with DP to make a night at the Jade Room a moment to add to your memoir.”

The 2024 season at The Snow Lodge heralds an elevated experience, with programming that promises not just celebrity sightings and fashion-forward events, but a roster of performances by luminaries such as Diplo and Bob Moses. It's this blend of culinary prowess, artistic expression, and unparalleled hospitality that sets Cardoso's ventures apart, making The Snow Lodge a must-visit for those in pursuit of winter's most coveted experiences.

For Cardoso, the magic of her creations is rooted in authenticity and a profound respect for the natural and cultural landscapes she inhabits. Whether basking in the eternal summer of The Surf Lodge or embracing the wintry enchantment of The Snow Lodge, her life is a testament to the beauty of seasonal contrast, a perpetual dance between the sun's embrace and the snow's caress.

As she continues to redefine the boundaries of luxury hospitality, Jayma Cardoso remains a symbol of how vision, when executed with passion and precision, can transform landscapes into legends.

45

LUXURY LIVING

An Insider’s Guide to

ASPEN’S BEST OF THE BEST From the finest in ski fashion to the most coveted dining spots, and the insiders' secrets to real estate goldmines, this is your all-access pass to the best of the best in Aspen. Whether you're shopping for luxury ski wear, craving exquisite dining options, seeking experiences for those in the know, or in need of rejuvenating wellness services, our guide meticulously curates the top picks that define Aspen's elite.

By Amy Green 46

BEST LUXURY SKI FASHION HOUSE iN ASPEN: OGIER Ogier is a French Luxury Fashion House established in 1948 specializing in functional luxury garments, ski wear, high end ready to wear, footwear and accessories for men and women.

Ogier creates high performing products and garments for the most discerning customer with the same love for beauty, nature, and sporting achievement.

Boutique Ogier Aspen, 205 S Mill Street, 81611 Aspen, USA

BEST IV HYDRATION + RECOVERY SERVICES IN ASPEN: RESCUE LOUNGE Nestled in the heart of Aspen, Colorado, the Rescue Lounge employs only the best and fun(est) medical professionals! We have been offering IV therapy, booster shots and oxygen therapy for over 10 years, specializing in detoxification, altitude sickness, athletic recovery and immune system balancing. We provide a variety of wellness options that can be tailored to your individual needs.

We also offer off-season appointments, after-hours, and house calls upon request.

Call or stop by our Lounge to see how we may help you feel your very best!

525 E. Cooper Avenue, Ste. 206 Aspen, CO 81611; 970 456-9477

LUXURY LIVING

BEST WOMEN + CHILDREN’S CLOTHING IN ASPEN: BANDANA ASPEN The Bandana Story Bandana is a true love story that opened its doors in 2002. Generations of loyal customers have made Bandana one of the most desirable shopping destinations in Aspen for families around the globe. Our vibe is elevated Aspen chic for women and children.. It all starts with our experienced stylists who will introduce you to our curated sought-after brands. From our family to yours, we invite you to join our journey!

107 S Mill St, Aspen, CO 81611

AMY’S TOP PICK FOR ELEGANT CUFFS IN ASPEN

BEST RESTAURANT IN ASPEN: CATCH STEAK ASPEN

From father to son, reviving stones, materials and techniques that were on the verge of extinction: Mario, Gianmaria and his son, Andrea, have all displayed a gift for creativity combined with a passion for design. As such, the Buccellati style is that of art jewellery, steeped as it is in over a hundred years of tradition. It is synonymous with unique pieces inspired by the Middle Ages or the Renaissance. The Buccellati style is gold lace, cascades of rare stones and mysterious reflections from precious metals. It comes from over 100 years of creativity: the affirmation of timeless style and a unique know-how.

Positioned beside the mountains, Catch Steak Aspen combines the authority of a classic steakhouse with the energetic vibe of a Catch Hospitality Group property. The intimate outpost of this New York and Los Angeles staple is spread throughout two levels, including an outdoor terrace with sweeping views of Aspen Mountain. The menu features a curated collection of the world’s best cuts and Catch-style dishes for a more approachable steakhouse experience.

441 E Hopkins Ave, Aspen, CO 81611

48

675 E Durant Ave, Aspen, CO 81611

BEST BRUNCH IN ASPEN: ELEMENT 47 Element 47, a Michelin Guide-recommended restaurant, is Aspen’s finest spot to dine and unwind. Tucked inside The Little Nell, Element 47 serves Colorado Contemporary cuisine, with unmatched ambience and hospitality. The name Element 47 pays tribute to silver, the precious metal that first put Aspen on the map.

BEST BROKER CONCIERGE IN ASPEN: KSENIA SUFLETA At one of the lowest real estate inventories in Aspen, knowing someone like Ksenia Sufleta is invaluable. She works hard every day on uncovering off-market opportunities, resulting in a current list of over 45 homes in Aspen over $10M that are off-market. This allows buyers to bypass what is often a bidding war for one-of-a-kind properties that rarely come on the market.

BEST LATE-NIGHT DANCING IN ASPEN: CARIBOU CLUB The Caribou Club opened its doors in 1990 as Aspen’s first membersonly club, offering world-class dining, an extensive wine list, bar, and nightclub. Before dinner, come in for a cozy cocktail in front of the fire, and after dinner, enjoy a nightly DJ set at 10pm with electric pop music.

Ksenia goes above and beyond for her clients by offering a unique service: crafting a comprehensive local's guide every season. This guide unveils the latest additions to the town's landscape, including new shops and restaurants. Additionally, it offers invaluable recommendations for must-do activities in Aspen, spanning from arts and culture to outdoor adventures and beyond. For those seeking insider insights, Ksenia's website, InsiderAspen.com, is the go-to destination..

411 East Hopkins Ave Aspen, CO 81611

49

LUXURY LIVING

50

ASPEN'S CULINARY AND NIGHTLIFE GEMS Curated Guide

Over the past three years, Aspen has captured my heart, not just for its breathtaking landscapes but for its vibrant food and wine scene.

Here's a distilled list of must-visit spots that encapsulate the essence of Aspen's culinary and nightlife offerings.

By Kavita Channe

51

LUXURY LIVING

Pine Creek Cookhouse Embark on a magical guided sleigh ride pulled by majestic Percheron Draft Horses to enjoy a three-course meal amidst stunning snow-capped mountains. Highlights include Pine Creek Smoked Trout and Wild Field-Harvested Elk Strip.

Cache Cache A legendary spot since 1987 known for its ambiance and exquisite dishes like Truffle & Reggiano Frites and Colorado Filet Mignon.

The owner, Jodi, and sommelier, Alex, ensure an unforgettable experience paired with the coolest swag you will want to own.

Matsuhisa Dive into Chef Nobu Matsuhisa's exceptional Japanese-Peruvian cuisine.

Favorites include Salmon or Yellowtail Tartare with Caviar and Seabass with Fresh Truffles. Don't miss the chance to meet world renowned Master Sommelier Jay Fletcher, also known as "Papa Fletch."

52

Bear Den A versatile hotspot perfect for any time of the day. Owned by the dynamic Alia Joonas, it's ideal for breakfast, work catch-ups with a glass of wine, such as Sip Channe, or cozy date nights. Their wine list and dishes like Tikka Masala and Ravioles are exceptional.

Hooch For a speakeasy vibe and lively atmosphere, crowd and engaging conversations with the most down to earth owners serving up sips to guests every night.

Caribou Club An exclusive members-only venue that offers an all-in-one experience with distinct dinner, lounge, and dance floor settings.

The Snow Lodge Founded by Jayma Cardoso, it's a testament to her ability to create top venues.

Transitioning from The Snow Lodge in winter to The Surf Lodge in summer offers a unique seasonal experience.

Additionally, Aspen's culinary landscape is rich with options for every palate, from Clark’s Oyster Bar to Casa Tua for dinner. For wine enthusiasts, a private cellar tasting at The Little Nell with sommelier Chris Dunaway is a must.

This guide encapsulates the best of Aspen, ensuring your visit is filled with memorable dining and social experiences.

Kavita Channe is the Founder/CEO of Sip Channé, premium wines inspired by Kavita’s passion for Provence and the region’s exceptional grapes. As a former Fox Sports NFL Sideline Reporter and TV Personality, Kavita’s career has brought her to the most desirable destinations around the world.

53

LUXURY LIVING

DAVID CORSO

Mastermind Behind the Scenes

In the dynamic world of events and marketing, few names resonate as distinctly as David Corso, the founder and CEO of Corso Marketing Group (CMG). With a career defined by innovation, strategic alliances, and a deep passion for creating memorable experiences, Corso has become a pivotal figure in transforming how brands connect with their audiences.

As we caught up with him amidst the frenetic energy of this year's Super Bowl preparations, it became clear that Corso isn't just running an agency; he's curating moments that define cultural zeitgeists.

Pioneering Experiences at the Super Bowl

By Angela Gorman

This year, CMG is orchestrating a convergence of giants, bringing together Resorts World and Adidas in a spectacular showcase at the Super Bowl. The collaboration highlights Corso's knack for creating synergies between brands and events, leveraging the cultural magnetism of the Super Bowl to amplify his clients' visibility. With Resorts World hosting Adidas' hospitality program, the event is set to be a blend of luxury, athleticism, and community engagement, featuring a field day for the local boys and girls club, encapsulating the essence of what makes live events profoundly impactful.

The Las Vegas Advantage Corso's approach to event planning is as strategic as it is creative. With Las Vegas hosting the Super Bowl Corso was able to draw from his experience with Formula One. Corso appreciates the city's unparalleled expertise in hosting large-scale events.

Las Vegas, with its logistical prowess and vibrant atmosphere, provides the perfect backdrop for delivering experiences that are as seamless as they are unforgettable.

Looking Ahead: Sustainability and Technology Looking to the future, Corso envisions a shift towards sustainability and the integration of advanced technologies in live events. He is committed to leveraging greener materials and local resources to minimize the environmental footprint of his events. Meanwhile, his cautious yet optimistic view on the role of AI and

54

digital technologies suggests a balanced approach, prioritizing genuine human connections while embracing innovations that enhance the attendee experience.

The Unmatched Value of Live Events Despite the rise of digital platforms, Corso firmly believes in the irreplaceable value of physical gatherings. The pandemic underscored this belief, with people's eagerness to return to live events once restrictions lifted. For Corso, digital elements are tools to enhance, not replace, the magic of in-person interactions. His work integrating digital solutions for access and engagement at events like Coachella activations demonstrates a thoughtful blend of the physical and digital realms.

The Importance of Collaboration Corso's success is also a testament to the power of strategic partnerships. By aligning with like-minded brands, artists, and organizers, CMG has been able to deliver exceptional events that resonate with audiences on a personal level. His advice to aspiring event organizers is a reflection of his own journey: find your passion within the industry, embrace the challenges, and cultivate a love for your work that is as deep as it is rewarding.

An Exciting Horizon With every event, David Corso brings a sense of excitement and anticipation, viewing each project, big or small, as an opportunity

to create something unique. As Coachella looms on the horizon, it's clear that for Corso, the thrill of the event lies not just in its execution but in the joy it brings to those it touches. His journey from entrepreneur to industry leader is a blueprint for those looking to make their mark in the everevolving world of events and marketing, offering insights into the power of passion, innovation, and the human connection.

David Corso's narrative is more than a story of success; it's a beacon for the future of live events, emphasizing that at the heart of every memorable experience is a simple yet profound truth: bringing people together in celebration of the moment

55

LUXURY LIVING

56

Photo by Ohad Kab

FRANKLIN BECKER Creating Culinary Concepts Leading to Entrepreneurial Divine Cuisine

By Amy Poliakoff

“I love making food that makes people happy. I don’t compete with other chefs I compete with myself and am constantly evolving to be the best version of myself.

This has led me to do what is best for the guests of my restaurants,” said famed New York City chef, Franklin Becker.

With over 30 years of culinary experience acclaimed Chef, Founder, and CEO of F. Becker hospitality, based out of the Martinique Hotel and featuring over 260 employees just in hospitality, Chef Becker is not slowing down. Committed to the room service and banqueting for the hotel, Becker’s love for cooking the perfect steak is the focus of the hotel’s staple restaurant the Press Club.

The Press Club is an homage to the “Mad Men” era and features signature dishes like beef wellington and duck a l’orange.

“One of my signature items at the Press Club is the steak where I rest it in a warm bath of clarified butter, herbs and garlic. When the steak comes off the grill it rests in the butter producing a Sous Vide effect allowing the meat to relax without losing any of its moisture. Then putting it back under the broiler, it caramelizes and creates the perfect crunchy bits on top of the steak allowing for that perfect beautiful crust,” said Chef Becker.

Celebrity Chef Becker is very technique driven. Through all his restaurants and entrepreneurial ventures, his goal has been to enhance the main ingredient, whatever it might be, meat or fish. Becker has focused on providing the supporting ingredients to highlight his main dish. He affirms that his food is clean and all flavors do not mask the

beauty of the dish, but create an exciting enhancement to the products natural flavor.

Chef Becker, born in New York, graduated from the Culinary Institute of America and forged a pathway for himself in the culinary world as executive chef of Capitale, one of the best new restaurants in America in 2003. In 2009, he became the Corporate Executive Chef of the Emm Group which later became the Catch Group. Here, he created the legendary reputation of excellence for well-known restaurants Abe and Arthurs and Lexington Brass. A natural born talent, competing only with himself for focused artistry, Becker was the winner of Burger Bash in 2011 at the Annual N.Y. Food and Wine Festival. Here he perfected the winning and best tasting burger using a carefully crafted blend of short rib, chuck and brisket along with a legendary burger sauce combining seven different condiments for flavor. In addition, his warmth, personality, and charisma were seen through his participation in Bravo’s Top Chef Masters television show.

Currently, the chef has four fast casual restaurants at Manhattanville Market on Columbia University’s Graduate school campus. Shy, an Israeli restaurant at the market is known for their incredible hummus and all food is fresh including the homemade pita made from scratch. Coming soon is Universal Taco, a new Mexican style fast casual dining experience. Becker’s entrepreneurial vision in hospitality allowed him to understand the vacuum in food options from 125th to 138th street. He filled this void for the Columbia University district with an international affordable market for students and the public.

Point Seven located at the Met Life Building at 200 Park Ave is Becker’s baby producing mouthwatering seafood dishes, surf and turf varieties, and more. His Bento by Point Seven serves fast casual sushi selections.

He is soon to open the Bronze Owl in March, a cocktail bar serving small Italian bites. In addition, Becker is set to open with pastry chef Sam Mason a new doughnut shop called Sweet Graffiti. A Versatile chef, his highend restaurants and fast-casual dining have solidified him as a master of the kitchen.

At the age of 27 Becker was diagnosed with diabetes. As an entrepreneur with an eye for vision, Becker created the Little Beat and Hungry root. Both vegetarian friendly restaurants with a veggie forward menu.

Using herbs and experimentation, Becker learned how to cook clean and provide healthy flavors to the table. Having raised a son with autism, Becker understands all avenues of eating for better health.

Taking his son to music therapy at NYU’s Nordoff Robbins music school, he learned they needed help. A visionary not just in the kitchen, Becker created the Autism Speaks to Wall Street Celebrity Chefs Gala to help save the music school, which was devoted to helping his son. Raising over half a million dollars with other chefs, the Nordoff Robbins school was saved. This led the founders of Autism Speak, Bob and Suzanne Wright to continue to work with Becker as a consistent force in raising awareness for Autism. Through the Chef’s Gala, Becker has raised over 25 million dollars to support Autism Speaks. Becker has been

57

LUXURY LIVING

able to bring in other celebrity chefs like Morimoto, Daniel Boulud, and Marc Vetri to be an advocate for the Gala and cause.

Photo by Ken Goodman

As a leader in culinary cuisine Chef Franklin Becker has always been committed to giving back to the people, not just through his hospitality company or restaurant concepts, but through philanthropy.

“Yes, I have competed on Iron Chef, Knife Fight, and Top Chef Masters. It is never about competition with others. As I always emphasize competing with oneself to be your strongest self is the only form of competition to succeed. On Top Chef Masters it was about the comradery. We were all seasoned veterans and really established. I played for Autism Speaks as we were all playing for charity,” said Becker.

Helping people and other chefs has always been a part of Becker’s vision. Recognizing new generations of talent in the culinary world and other successful businesses have kept Becker on the forefront as a leader for all chefs in the industry. Becker’s friend and former sous chef Chris Scott was a contestant on Top Chef Season 15. He was a finalist and had a restaurant in Brooklyn called Butter Funk. Due to high rents the restaurant closed. Becker backed Scott creating Butter Funk Biscuit Co located currently in the Manhattanville Market. This fourth-generation family recipe developed lives on bringing Southern and Pennsylvania Dutch food combinations to the public. Becker has also backed Robbie Cook one of Morimoto’s righthand chefs. Becker has backed multiple chefs understanding that culinary cuisine is about comradery and teamwork not competition.

As a father in and out of the kitchen and to the next generation of chefs, his diversified fine-dining and fast casual restaurants solidify, Chef Franklin Becker’s as having evolved from being named “New York’s Rising Star” in 2006.

Today in 2024, he is a philanthropist, culinary leader and visionary using his entrepreneurial spirit and goals to bring new and excellent culinary concepts to American cuisine.

Photo by Emily Andrews

58

Photo by Point Seven

59

PROFILE

LEO JACOBS

Meet the Legal “Psychiatrist” to New York’s Billionaire Real Estate Developers Leo Jacobs, the founder of the boutique law firm Jacobs P.C., is one of New York City’s most prominent commercial litigation and bankruptcy attorneys.

He’s a quick-witted, brutally honest, no-nonsense straight shooter. But Leo’s secret to success not only lies in his ability to navigate the treacherous waters of in and out of court restructuring of NYC’s toughest debt and equity real estate deals– it is his wholehearted, holistic dedication to his clients mental health that is unprecedented in the cutthroat streets of the Big Apple.

By Hollie Mckay Some call Leo the Debtors’ psychiatrist*; the distressed real estate surgeon. In any case, he can patch together broken deals, shattered mindsets and propel the downand-out to victory after a dramatic fall.

“It is not only about putting clients in a better financial position,” Leo told Impact Wealth Magazine. “It is about harvesting and nurturing them, giving them my undivided attention, and getting them into a much better mental and physical state. I sell the dream to get back onto the top of the mountain no matter how tough it is. It is a Rocky movie; it is a story of second chances.”

However, Leo’s rise into a gold-trimmed penthouse office inside Manhattan’s storied Fuller building on “Billionaire’s Row,” aka Madison Avenue, hardly materialized overnight. The mid-thirties lawyer grew up in Queens. His rise centered on representing his Bukharian Community in their share of prominent high-profile real estate, partnership, and commercial disputes.

Yet he sees his practice now as much more than wheeling, dealing, and advocating.

It is holding the hand of those caught in

60

the throes of some of the darkest points of their life; it is talking the billionaire who lost everything down from the ledge; it is holding the hand of the tough-talking big-wig gripped by panic attacks; and it is literally saving the life of the stoic developer drinking himself to death. Ultimately, Leo is the attorney and life advisor offering a hand to those quietly suffering in a world that is hardly sympathetic or understanding of those who fall from grace in the brash and hard-line driven NYC real estate world.

“Nobody is talking about it, but I am going to because this is how these debtors, developers feel. The majority of them are men, and they are suffering from their past business decisions ,” Leo continued. “No billionaire will ever admit to the suicidal thoughts they encounter day after day; the emptiness they feel when everything around them they shaped is taken from them that which they grew from nothing to something.”

For Leo, working with so many who seem to have it all but are drowning inside serves as a searing reminder that we don’t know what anyone is going through behind closed doors.

And bringing a client back from the brink is

a skill he has honed and perfected over the years. As a coach, confidant, and consigliere to some of New York’s most influential real estate players Leo focuses foremost on determining a client’s “motivations.”

“First, you have to understand what motivates the client. Each client is motivated by different things. Some are motivated by God. Some are motivated by women. Some are motivated by ego, or their families or by the embarrassment (of failure),” Leo explained. “So, the key for me is to flip his or her negative attitude and figure out their motivations for getting back up on that mountain. And sometimes I have to reroute their motivation because their motivation is fueled by negative emotions.”

The game used to be to get the client from 0 to 1. Now the game is to get the client from -1 to 0 and then back to 1. That extra step is the difference in Leo Jacobs craft the developers and debtors now seek. He is a wartime general. The biggest and boldest real estate players of New York City are experiencing that war with high interest rates, changing laws, and pressure from shareholders to deliver more in these times.

PROFILE

For one, Real Estate magnate Abraham Leifer, the founder and CEO of Aview Equities and Leifer Equities, informed Impact Wealth that the post-COVID era had propelled him into exceedingly challenging and unfamiliar terrain, where he would feel adrift without Leo's guidance.

“It’s much more, much better than just having a lawyer. Leo is the person who makes sure I know that I am not alone and that will be okay,” Abraham said. “He takes a call at any time of the night, but most importantly, he is a great listener who comes up with expedient solutions to complex problems in a simple way.”

And no matter the season, there is hardly a lull in Leo’s flow.

62

Part of his day may be spent propelling the aggressor away from the prey that is plagued by 8-figure civil judgments, helping a client find the right therapist to help with mental strengthening before the legal process can commence, and calming another one down with a long phone call that stretches into the early hours of the morning. Then, of course, there is working with debtors, developers, investors, and guarantors on in-court and out-of-court restructuring processes, bankruptcy, and modification for loans with CMBS lenders and private money managers.

Leo routinely emphasized that he is “nothing without” his bankruptcy and commercial litigation team, pointing out that JPC advises fiduciaries, shareholders, and partners (General and Limited Partners) on fiduciary disputes. Moreover, the firm is renowned for

its speedy work in the commercial litigation sector, where they focus on garnering preliminary relief quicker than what can be achieved in the drawn-out court system.

Leo’s firm filed the last bankruptcy of 2023 (a $65MM fashion footwear chapter 11 bankruptcy) and the first Southern District of New York Single Asset Real Estate Bankruptcy of 2024, a case valued at $100Mm. “Our secret sauce is negotiation (tact), arbitration (privately settle disputes), mediation (create a meeting of the minds) coupled with speed at execution. Instead of fighting against the adversaries, we make our adversaries our counterparties who work together to solve the common problem of their client and our client. We make our

I sell the dream to get back onto the top of the mountain no matter how tough it is. It is a Rocky movie; it is a story of second chances.

Leo Jacobs

adversaries understand our client’s position, or we make them understand their client’s position better than even they understand their clients position,” Leo stressed.

In life’s spare moments, Leo devotes himself to non-profit and community service, including hours of pro Bono representation to the Bukharian Jewish People and an avid supporter of AIPAC. He acts as the attorney to theBukharian Community and the President of the Bukharian Law Association, a 150 member member organization bettering the lives of Bukharian college graduates seeking to go to law school through educational tools and the lives of law students and lawyers through continuous education and committee meetings on community issues such as housing, drugs and local safety.

“Hashem, family, community, friendship and self-love,” Leo added, shedding light on the pillars he lives by. “When you break bones in your body, those bones heal back stronger.

And that is the goal with my clients. We don’t always get second chances in life. But I bring the underdog back. I give debtors and developers a second chance, a second wind.” *Leo Jacobs is a New York Admitted Attorney and Counselor at law, not a psychiatrist.

63

PROFILE

Litigation financing has emerged as one of the hottest investment trends, but until now, it hasmet with red flags and bumps in the road.

Essentially, it is a dynamic asset class that attracts interest as a way to diversify portfolios, offering return profiles that are positively skewed and not correlated with traditional investments. Litigation has always been slow, but case durations have stretched longer since COVID, making financing more necessary for many law firms and plaintiffs.

Along with the prominent expansion of the industry, liquidity limitations have presented notable hurdles, bringing about risks like duration for litigation financiers. However, JurisTrade tackles these concerns by creating an equitable, transparent, and fluid marketplace, integrating data-informed pricing across the litigation process. With its simple tagline, “Democratizing Access to Litigation Finance,” Koutoulas and his well-heeled team specialize in connecting law firms, claim owners, and investors, streamlining the complex world of litigation finance.

JurisTrade

launches as the revolutionary “non-predatory” asset marketplace open to all

By Hollie Mckay

64

“With JurisTrade, you can trade interests in various litigation asset categories,” Koutoulas explained. “For many investors right now, it is hard to get into the space because it’s in an opaque market dominated by a few big firms. So, our goal is to democratize and bring more capital into the space, making it easier and cheaper for law firms (to get involved). Additionally, having access to a liquid secondary market will be a boon to the biggest existing players in litigation financing. JurisTrade will allow them to focus on origination and early stage cases where the highest risks and returns are, then allow more patient or risk averse investors to come in once cases pass key milestones.”

Koutalas pointed out that massive backlogs still clog the legal system in a post-COVID world, with cases pending and awarded finances still held in escrow, making it challenging for attorneys nationwide to finance new – and significant – cases. Cue Juristrade, a platform that is already making a dent in reforming the industry through its offering of primary and secondary market liquidity and settlement pricing.

“Top law firms do a great job of screening for only the best cases. Investors can potentially generate outsized returns by helping them finance cases allowing firms to hedge their duration risk,” attorney James Koutoulas, JurisTrade’s CEO and Board Member and also the CEO and founder of Typhon Capital Management, told Impact Wealth Magazine, emphasizing that their revolutionary new marketplace gives users freedom to navigate and make choices as they see fit and gives Qualified Purchasers beyond litigation finance funds a chance to be a part of the action.

Here’s how it works.

“For example, there is a lot of inventory for victims of state sponsors of terrorism such as Iran and other countries. So, there is a fund set up for that at 25 percent. (Investors) can go on JurisTrade and buy a share in one of those cases and depending on what happened and on its members and disabilities, people are going to assign a value,” Koutoulas said.

“These are cases where someone could potentially make a couple of hundred percent on that investment in a lifetime.”

Monies in class-action lawsuits such as these are typically paid out through seizures in money laundering and related cases, and payouts are then distributed pro-rata based on the severity of each injury. From this standpoint, an investor stands not only to make money but also contribute to the greater good of aiding victims to see some semblance of the justice they deserve.

The revolutionary technology-powered platform allows investors to comb through the details of each claim in whatever case is of interest and make their decisions accordingly.

“You can log on to JurisTrade and see different amounts and the different details of each claim and sift through and find what size is right for them,” Koutoulas asserted. “They can then either buy in at the offering price or put in a bid and go back and forth (to seal a deal).”

For this highly sought-after lawyer and CEO, who is the President and Co-Founder of the Commodity Customer Coalition (CCC) and has represented more than 10,000 customers pro bono and aided in bringing in over $6.7B in customer assets in the MF Global bankruptcy, this latest

venture is another means of enhancing the economic efficiency of litigation finance along with serving the interests of justice for law firms, their clients, and investors.

JurisTrade has already introduced stakes in numerous notable legal cases via closed-end funds offered by its affiliate, Typhon Capital Management. Additionally, talks with investors are progressing to create tailored thematic collections. Live trading is expected to begin in the first quarter. In addition to Koutoulas, JurisTrade is led by a top-notch team.

Founding investors and management includes Kevin J.P O’Hara as Executive Chairman and Larry Hite, the creator of systematic trading and a litigation financer for 18 years, as Chief Strategy Officer and Vice-Chairman.

And when it comes to getting into – or expanding – one’s portfolio, there is no time like the present.

“The economy has stayed more resilient in the face of high interest rates than I thought,” Koutoulas conjectured, highlighting that interest rates are coming down though

the housing market remains slow since so many borrowers locked in low fixed rates pre-2022. “We are still cautious of the economy, but most homeowners won’t sell unless they have to.”

Moreover, Koutoulas’s Typhon Capital runs the award-winning Leonidas Cryptocurrency Fund while is law firm is also one of the nation’s litigation frontrunners in the crypto arena. He’s anticipating significant changes to that industry as the year unfolds, especially if a different administration is voted in come November. As it stands, the cryptocurrency world in the U.S. remains hamstrung by what Koutoulas refers to as “unconstitutional” treatment by the powersto-be. When I asked why Big Government fears the burgeoning cryptography-secured digital currency, he offered a succinct response without a moment’s hesitation: “Crypto is a check on their power.”

Investors can sign up to view initial inventory and be kept up to date at www.juristrade.com

65

EVENTS

Davos 2024 witnessed a shift in the discourse surrounding artificial intelligence, where it became evident that the AI future should not be viewed through a narrow lens. Being in Davos amid the buzz of discussions at the prestigious event was invigorating as you could sense the coming changes and the excitement surrounding AI. Discussions transcended the typical, revealing nuanced views of the future to illuminate the path forward in harnessing this technology, especially in terms of governance and regulation.

Contrary to the narratives of AI's existential risks in the last few years, a more balanced and welcoming perspective has emerged. Tech leaders have come together unanimously to agree that while disruption is inevitable, there is ample time for thoughtful adaptation. The prevailing theme at Davos centered on a deliberate and peoplecentric approach to navigate the journey forward for AI while unanimously agreeing that it will transform life as we know it.

As the trajectory is molded, leaders recognize the need for differentiation among various models and applications within generative AI. Drawing from existing regulatory frameworks in fields such as finance, healthcare, and aviation, experts at Davos emphasized the importance of tailoring these regulations to suit the unique characteristics of AI with sector specific designs.

As AI continues to capture the fears and hopes of society not only at Davos 2024 but also in the broader business and technological landscape, here are a few key takeaways from Davos discussions that provide a deeper understanding of the steps ahead:

Impact Wealth Finds A Multifaceted

LANDSCAPE OF AI at Davos 2024

By Angela Gorman

66

Pioneering the Quantum Frontier: AI's Intersection with Quantum Computing Quantum computing took center stage as a transformative technology with farreaching implications. SandboxAQ, led by CEO Jack Hidary, stands at the forefront of this quantum revolution, emphasizing the need to prepare for the imminent quantum economy. While we often view quantum computing as an emerging technology, its applications in sensing, navigation, and communications are already a reality. By 2030, it is expected to wield a global economic

impact similar to AI. The consensus among experts, including Joël Mesot, President of ETH Zurich, underscores the importance of cultivating a workforce that can harness the potential of quantum computing in the years ahead. In response to the quantum wave, the World Economic Forum released a blueprint guide to guide policymakers, industry leaders, and academia in building a quantum ecosystem that benefits all, echoing Jack Hidary's sentiment that a "quantum divide" should not be allowed to emerge, reminiscent of the digital divide of the past.

given the expected proliferation of satellites by 2030. Effective frameworks like the International Telecommunication Union (ITU) are managing space activities. Progress was noted in space debris management and disposal strategies, though further action is needed. Speakers in the session on space competition agreed on sustainability criteria for satellite launches and principles against anti-satellite tests, emphasizing the need for global cooperation.

Harnessing Space Technology for a Sustainable Future

The narrative surrounding AI has evolved significantly, shifting from concerns of job displacement to a focus on how AI can enhance our work lives. Wellpay.AI, under the visionary leadership of CEO Cynthia Abbott Kerr, is at the forefront of this transformation. Cynthia's groundbreaking products are revolutionizing workplaces, offering employers the tools to make informed hiring decisions and create fair pay structures, ultimately fostering a culture of trust and transparency. Her dedication to promoting diversity, especially women in leadership roles, highlights the ethical path to harnessing AI's potential for a more inclusive and equitable future.

Space technology was discussed at length, with a focus on addressing the top global risks related to climate change. William Marshall, CEO of Planet Labs PBC, highlighted the revolutionary data generated by earth imaging systems, offering insights into sustainability. AI amplifies these capabilities, enabling scenario simulations for climate risk management. Josef Aschbacher, Director-General of the European Space Agency, emphasized the fusion of AI and earth-system models for such simulations.

Sustainability in space was also a key topic,

Redefining the Workplace with AI

67

PROFILE

THE MILKEN INSTITUTE Redefining the Blueprints for the American Dream

By Amy Poliakoff

At a crucial time in America where certain communities are often overlooked, diversity is important because it allows for these groups, previously barred from the methods needed to improve financial situations, to have access to the American Dream. The Milken Institute is a nonprofit, nonpartisan think tank with a priority of accelerating measurable progress toward that American ideal of the pursuit of happiness. Through a combined focus of financial, mental, physical and environmental health, Milken uses innovative research to develop blueprints for tackling some of the world’s most crucial global issues.

According to the Milken Institute, the low representation of women and BIOPOC (Black, Indigenous, and people of color) in the 86 trillion-dollar asset management industry is a barrier to effective and ideal capital markets. The demand for equitable representation in the institutional investment industry has accelerated.

Like many academic institutions, case studies and research of business and finance are used to teach aspiring methods for understanding financial profitability. The approach has always been along traditional lines which have kept a myopic view of accessibility in broadening investment base. Through the Milken Institute’s effective efforts of prioritizing diversity, equity and inclusion, they recognize that the tried-andtrue traditional methodologies have not given access to a large swathe of the population. The Milken institute formed the Inclusive Capitalism Executive Council to re-examine and broaden the outreach for inclusivity. The council consists of twenty-two asset management professionals from across the industry and represents various perspectives – small, medium, and large asset management firms, trade organizations, and CIOs from university endowments, definedbenefit pension plans, and foundations.

Collectively, they represent nearly $11.4 trillion of assets under management and, as a result, have the influence needed in moving the needle on their key issue areas.

Founded in 2022, the Council has focused on driving positive change in governance, talent, underwriting, and monitoring and engagement. However, the Milken Institute’s has a long-standing commitment to what they call “Finance as a Force for Good” and has worked on everything from affordable housing to mission-focused banks.

68

5, Promoting Diversity Among Asset Management includes core examples and key themes that support the strategic goal that inclusion enhances performance and better reflects the needs of investors to create a more competitive supply chain, while supporting social values that advance equitable access to opportunities for diverse communities; 6, Standardize a Scorecard Focused on Inclusive Capitalism, an in depth look at organizing data metrics to a scorecard holding industry wide institutions accountable of diversity and inclusion; and lastly 7, Convening Intentionally, focuses on the relationships between an asset owner who can invest, for example, a small amount of their portfolio with women and diverse- owned firms. Intentional spaces foster engagements that lead to better allocation than just homogeneous results.

In December 2022, the council released a report called The Path to Inclusive Capitalism, An Asset Owner Guide for Investment Portfolios. This report was the groundwork for the newly released companion report, Inclusive Capitalism: Seven Strategies for Specific Action in Asset Management.

Building upon industry findings, Blair Smith, senior director of Financial Markets at the Milken Institute; Troy Duffie, director of Financial Markets at the Milken Institute; and Melanie Schwartz, a senior associate at the Milken Institute in collaboration the Milken Institute Inclusive Capitalism Executive Council, created a new report that intends to directly address the 1.4 percent representation of women, indigenous, black and people of color (BIPOC) in the industry by serving as a guidebook for the first report by laying out seven efficient steps and value-creating opportunities that are designed for institutional investors, including public and private pension plans, family offices, foundations, and other allocators leading to establish a commitment to diversity, equity and inclusion.

"1.4 % of the 86 trillion-dollar asset management industry is managed by women- or diverse-owned firms. To put that

stat into perspective, my favorite Football Team, the Miami Dolphins, who haven't won a Super Bowl since 1973, currently have three times better chances of winning the super bowl next season than a woman- or diverseowned firm has of getting a single dollar of institutional capital. If you want to increase access to capital, savings, and investments for women and diverse populations—equitably allocate capital to women- and diverseowned firms. That capital would flow towards more diverse parts of the populations and the famous exits, IPOs, and mergers, will have teams and co-founders that are more reflective of America." said Troy Duffie.

The seven core fundamentals of the report are: 1: Data metrics and tracking diversity among geographical landscapes to provide a clear alignment on diversity data; 2, Expanding the Talent Pipeline where studies show that increased diversity of talent selection for roles influences performance positivity and profitability; 3, Mentor and Track where adequate mentorships allow for level playing fields for individuals from all backgrounds; 4, Standardizing A Governance Diversity Pledge where a diversity pledge for one’s organization communicates to specific and external stakeholders the specific commitment to addressing diversity within one’s organization;

“‘Asset management’ and ‘average worker’ aren’t words you often see together. But asset managers are responsible for managing the pensions of government workers, teachers, fire fighters, and police officers, and the endowments for universities, non-profits, and foundations. When everyone has a seat at the table across the entire value-chain, long-term value is created for the entrepreneur who is likely to hire from their community, the asset manager and the families they employ, the government that can spend taxpayer dollars outside of covering pension plan shortfalls, and the police officer who will have a pension after he retires. The asset management industry touches everyone in every imaginable way—changing it for the better can only benefit all stakeholders,” said Duffie.

These seven principles, mentioned in Inclusive Capitalism: Seven Strategies for Specific Action in Asset Management, through case studies, research and analysis outline in Milken’s new report the pathway to ensure a better tomorrow through the creation of programming aimed to achieve the American dream through building an inclusive network. Through the Milken Institute’s Seven Strategies, a practical and reliable framework urges firms to send intentional signals to the market strengthening diversity, equity, and inclusion.

In return, the Institute and it’s research and reports are the cornerstone for equitable opportunity to upward mobility providing for liberty and the pursuit of happiness.

69

PHILANTRHOPY

GO DHARMIC A Global Movement for Peace and Compassion

In a world starkly divided by the allocation of trillions to military budgets versus a mere $34 billion to peace-building efforts, Go Dharmic emerges as a profound call to action. Founded by Hanuman Dass, this movement is a testament to the power of peace, aiming to mobilize an "army of peace" in response to the world's disparities.

By Hillary Latos

70

Dass's journey from a successful trader in central London to the heart-driven founder of Go Dharmic is both inspiring and transformative. Despite his outward success, Dass felt a void, a disconnect from a deeper humanity, particularly stirred by the sight of countless individuals living on the streets. His life took a pivotal turn upon encountering Ram Dass, whose teachings of love and compassion resonated deeply, inspiring Dass to make his life a statement of these values.

Embracing the simple yet profound message from Neem Karoli Baba, "Love all, Feed all, Serve all," Dass embarked on a mission that began with distributing bananas to the homeless in London. This act of kindness has since burgeoned into a global crusade, with Go Dharmic now boasting over 22 million meals distributed worldwide, alongside significant contributions to environmental sustainability, disaster relief, and education.

Go Dharmic's impact is not just measured in numbers but in the hearts touched and communities transformed across the United Kingdom, India, the United States, and beyond. With initiatives ranging from food distributions in Skid Row to planting trees in India, Go Dharmic addresses the multifaceted needs of our global family, guided by the mission of unconditional love and service.

The movement has also made strides in promoting peace with oneself as the foundation for peace with nature. Through practices such as neuroscience-backed meditation, Go Dharmic advocates for inner tranquility as a pathway to compassionate action.. Yada Yoga, a contributor to Go Dharmic, offers bespoke wellness programs, furthering the mission to connect individuals with their inner selves and, by extension, to the broader community.

Mike Packman, CEO of Keystone National Properties and Go Dharmic board member, has been pivotal in helping Go Dharmic support more people in need especially in the Himalayan foothills. When Mike first came to the Himalayas he was moved by Go Dharmic’s program to help the local children with better education facilities. Packman's journey from a successful business leader to a philanthropic force within Go Dharmic highlights the transformative power of service and compassion. His motto, "doing well by

doing good," exemplifies the ethos that drives the organization forward.

Go Dharmic's call to action is clear: they invite individuals, families, and corporations to join a community rooted in peace, compassion, and non-violence (Ahimsa). This unique lens through which Go Dharmic views the world is one of unity and collective responsibility. The upcoming community and retreat center in the Himalayas symbolizes this vision, offering a space for spiritual growth and service, embodying the belief that success transcends financial gain, touching the essence of opening hearts and aiding others.

Your support can elevate Go Dharmic's efforts to new heights. Partnerships, grants, and collaborations can extend the reach of this movement, making a significant impact on the lives of many. If you're drawn to make a meaningful difference, one that aligns with your heart's deepest values, Go Dharmic welcomes your participation.

paved with love, compassion, and the belief in our shared humanity. Join Go Dharmic in this journey toward a brighter, more inclusive future for all.

As Neem Karoli Baba wisely stated, "Love is the strongest medicine, it is more powerful than electricity." Let's harness this power to heal, serve, and unite the world. Join Go Dharmic in making love and compassion the guiding forces of our actions and our legacy.

For those moved by the mission of Go Dhamic and eager to contribute to this global movement of peace and service, please reach out via info@godharmic.com or contact their Partnerships Manager, Kelly Kerr, at kelly@ godharmic.com. Find out more about Yada Yoga at https://www.yadayoga.com/ Together, you can explore impactful ways to make a difference today.

Download the Go Dharmic App:

As we stand at the crossroads of division and unity, Go Dharmic offers a path forward, one

71