Vol. 7 Issue 1

Page 31

DC Finance Family Office & Wealth Management Conference Art Basel - Florida

Last year, NAWRB had the honor of representing women in

the real estate and housing ecosystem at one of the largest events for ultra high net worth individuals and family offices. The events were hosted by one of the world’s leading conference organizers, DC Finance. This organization has built an international network of high net worth individuals, family offices and investors—spanning over 1,000 families that represent $300 billion collectively— that support one another and collaborate towards mutual success. The organization is well-known for their Florida Family Office & Wealth Management Conference, that occurs at the same time as the high-profile Art Basel week.

Transitioning from water to the skies, Joseph Napoli, Chief of Staff and Senior Policy Advisor of the Miami Dade Aviation Department, spoke about the South Florida Aviation Industry. The wide range of industries and topics mentioned on the first day continued throughout the course of the event. Attendees had access to informative sessions from expert thinkers and leaders in their respective fields. Topics ranged from Technology and Innovation and Medical Cannabis, to Impact Investing and Women in Private Equity and Venture Capital. Expert panels discussed an array of investment opportunities available for family offices, whether they are looking to increase their wealth, make an impact on the world, or both. One panel—including moderator Ira J. Perlmuter, Managing Director of Triple Five Group; Robert G. Blabey, Co-Founder of Align Private Capital; David W. McCombie, Founder and CEO of McCombie Group LLC; and Euclid Walker, Managing Partner of Parkway Investment Management LLC— focused on direct investing, which is one of the fastest-growing areas of investing for family offices. These direct investment experts, who are also contributors to a recently released book, The Complete Direct Investing Handbook by Dr. Kirby Rosplock (Bloomberg 2017), shared trends in sourcing and vetting deals, co-investing and deal clubs, effective strategies for deploying capital and more.

“More women are taking up careers as venture capitalists, and some will leave their positions at successful companies to start their own businesses. ”

The Florida Family Office & Wealth Management Conference brings in about 150 ultra high net worth and family office executives that meet DC Finance’s rigorous qualification system. Of these attendees, 29 percent manage 50 to 250 million U.S. dollars in wealth, and 26 percent manage above 500 million U.S. dollars. While half of attendees are from Florida, a good portion come from New York, Israel and other regions. The event features informative sessions on topics such as family business, investment and real estate planning, gala dinners, exclusive parties, gallery openings, and more.

The event kicked off with opening remarks by Founder and CEO of DC Finance, Denny Chared. He was followed by Eric Eikenberg, CEO of the Everglades Foundation, who spoke about the $10 Million George Barley Water Prize, which aims to find the solution to the global water crisis through innovation.

Another panel on Private Equity and Impact Investing focused on family offices that invest with passion and purpose. Panelists included moderator Candice Beaumont, CIO of L

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