1640 Society
Hamptons Family Office Wealth Forum Agenda
MONDAY
NEW
SPONSORS
8:00 AM
Registration & Continental Breakfast
8:55 AM
Chairman's Welcome
9:00 AM
Direct Investing & Entrepreneurship - Perspectives from Families Across the Globe
9:45 AM
What Does it Take to be a Great VC? A Successful Tech Investor’s Perspective
10:10 AM
Arts & Culture: Achieving a Healthier & More Sustainable World
10.35 AM
Break
11:05 AM
Family Donations in Land Conservation during an Adverse IRS Climate
11.30 AM
Convertible Securities - An Overlooked Asset Class
11:55 AM
Seeking Alpha - Strategies to Build & Preserve Wealth Alternatives Panel
12:35 PM
Lunch
1:00 PM
Mela Pop Singer Performance
1:10 PM
Elle Winter Pop Star Performance
2:05 PM
Opportunities in Private Lending: How it Fits into Your Portfolio
2:30 PM
Cannabis
3:05 PM
The Opioids Crisis: Families who Lost Children & Solutions for the Future
3:45 PM
Afternoon Refreshment Break
4:15 PM
Philanthropy: Doing Good by Doing Well
4:55 PM
Family Business & Family Legacy
5:20 PM
Opportunities & Risks for Family Offices in Global Capital Markets
5.40 PM
Out of The White House & Street Smart
6.00 PM
Cocktail Party
8.30 PM
Conclusion
* Schedule subject to changes. Additional panels may be added and panel times shortened
Sponsors
Unique Bahamian private island –the only 700 acre completely private island in the Caribbean with its own private jet length ( 5,700 feet ) runway for sale. Whether you are a very private , security conscious individual or small group of friends who wish to clear immigration / customs on your own property and build your own dream paradise , this property is brought to market by a family who has been in the Bahamas since the 1930’s and has owned over a dozen private islands in the beautiful Exum
Monroe Capital LLC (“Monroe”) is a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada.
Audemars Piguet is the oldest fine watchmaking manufacturer still in the hands of its founding families (Audemars and Piguet). Since 1875, the company has written some of the finest chapters in the history of Haute Horlogerie, including a number of world firsts.
Founded in 2005 by Dr. Finian Tan and his 4 partners, Drs. Khalil Binebine, Jeffrey Chi and Damian Tan and Ms. Linda Li, Vickers Venture Partners is a leading global venture capital firm. With a presence in Shanghai, Singapore and US, the group manages 5 funds and proprietary capital to date. Their portfolio covers life sciences, technology, media, and telecommunications as well as consumer and financial services.
The Wilkinson Family of Companies was founded in 1991 by Russel Wilkinson and includes Wilkinson Global Capital, Wilkinson Development, Wilkinson Asset Management and Wilkinson Corporation. As the primary holding company, Wilkinson Corporation a boutique technology and real-estate investment firm,has been involved in the ownership, management, construction, and rehabilitation of rental investment properties nationwide since its founding in 1991.
Phoenix PharmaLabs (PPL) is a preclinical drug discovery company dedicated to the development of potent, non-addictive treatment for pain and addiction.
Brookfield is a leading global alternative asset manager, with over $365 billion of assets under management, focused on investing in long-life, high-quality assets across real estate, infrastructure, renewable power and private equity.
Advent Capital Management, LLC (“Advent”) was founded in 1995 and is a registered investment advisor with the SEC. Advent manages approximately $9.3 billion in assets across several traditional, alternative and closed-end fund strategies for corporations, public pension plans, insurance companies, endowments, foundations, and high-net-worth individuals.
First Trust Advisors L.P. (“First Trust”) is a privately-held firm that was established in 1991 with a mission to offer innovative financial solutions to financial professionals and clients. We have a relentless focus on the needs of financial professionals in fulfilling our mission to provide original ideas, inventive solutions and the highest level of service.
JPR Manager, LLC is a sponsor of real estate investment opportunities to develop, conserve, or invest in a parcel of land. We are family owned and operated, which means we are easy to contact, flexible in program structures and we can make quick decisions.
Brand Knew is a full-scale creative agency and technology studio, offering services in web development, branding, and social marketing.
TR Capital Management ("TRCM") is a niche investment advisor specializing in the purchase of creditors’ claims against companies in bankruptcy. The Fund primarily purchases these claims at discounted rates with the intention to redeem them for a profit after the debtor company has emerged from bankruptcy or liquidated its assets.
THERA Inc. provides traditional therapy using virtual reality. THERA is an opportunity for therapists to create their own virtual offices, create scheduling and book sessions for individual clients in a HIPPA compliant environment. Additionally, THERA provides clients the opportunity to select their therapist from a directory and customize their avatar therapist. The client can also customize their own avatar to maintain anonymous.
Introducing an entirely new perspective on the global cannabis market. Vertical is one of the first and largest vertically integrated companies in the legal medical cannabis industry. We have operations in AZ, CA and KY, combined with strategic partnerships in OH, and additional plans for expansion to other states, which position us to take advantage of the legalization and normalization of cannabis globally.
Founded in 1986, NEPC is known for incisive investment expertise and exceptional client service. With dedicated consultants, research and operational professionals in eight offices across the United States, all sharing their best thinking in pursuit of excellence, we are uniquely qualified to serve your family's needs. As a registered investment advisor, we strive to create customized solutions to help meet our private clients' investment objectives.
Headquartered in New York City, Acreage is the largest vertically integrated, multi-state operator of cannabis licenses and assets in the U.S. with respect to the number of states with cannabis related licenses, according to publicly available information.
Alkeon employs a bottom-up, fundamentally-driven approach to investing in global growth companies. On the long side, the Funds’ investment strategy is biased to high quality growth compounders in high barrier to entry businesses (often monopolies or oligopolies) that have strong balance sheets and cash flows and are growing at rates substantially above the market.
Lifestyle Global Brands is a global alcohol and cannabis-infused beverage company with established manufacturing sites in the USA and Australia. Our management team has over a decade of beverage experience, including successful exits to large beverage companies including Coca-Cola Amatil and Brown Forman. LGB has existing revenue with strong growth underpinned by large international distributors and key national distributors along with our own Cannabis distribution model in California.