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SuperReturn Family Office North America
March 17, 2025
The InterContinental HotelMiami
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Main conference - ET (Eastern Time, GMT-05:00)

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Main conference - ET (Eastern Time, GMT-05:00)
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Showing 2 of 2 Streams
8:30am - 9:25am
Registration, welcome coffee and networking
8:30am - 9:25am
Single family office-only breakfast | Sourcing Deals and Delivering Returns
  • A Conversation about the Possibilities in Climate Investing

By invitation only, closed-door discussion run under the Chatham House Rule

This exclusive breakfast is only open to family office principals, family office next gen family and family office investment executives from single family offices, subject to qualification.

For more information, please contact Grace Staley on lpsuperreturnna@informa.com

Location: Chopin Room

Showing 1 of 1 Streams
9:25am - 9:30am
Chair’s welcome address
  • Dorothy Kelso - Managing Director, SuperReturn
9:30am - 10:00am
The family office club: harnessing the power of co-investment
  • Vishal Harishchandra - Chairman & CEO, The Valkin Group
  • Howard Cooper - Founder, Cooper Family Office
10:00am - 10:30am
Deep dive into the secondary market
  • Joseph B. Marks - Senior Managing Director, Head of Secondaries, Capital Dynamics
  • Cari Lodge - Managing Director, Head of Secondaries, CF Private Equity
10:30am - 11:00am
Making an impact: building a sustainable investment portfolio
  • Dana K. Bezerra - Regional President, Americas, CREO Syndicate
  • Rebecca Carland - Senior Advisor, Builders Vision
Showing 1 of 1 Streams
11:00am - 11:45am
Morning coffee & networking break
Showing 1 of 1 Streams
11:45am - 12:20pm
Successful investment strategies from leading family offices
  • Anna Mochkarova - Managing Partner, MSQ Invest
  • Dale R. Davis - Senior Advisor, Damazein Family Office
12:20pm - 12:55pm
Embracing change: building an agile family office for the future
  • Russell Deakin - CIO & Founding Managing Partner, Aceana Group
  • Sam Goodman - Managing Director, Five Points Family Ventures
  • Armando Soto - Managing Director, Armando Soto
Showing 1 of 1 Streams
12:55pm - 2:05pmPRE-REGISTRATION REQUIRED
Single Family Office Lunch hosted by HPS Investment Partners
  • John Christmas - Co-Head of Business Development and Investor Relations, HPS Investment Partners
Showing 1 of 1 Streams
2:05pm - 2:40pmQUICK-FIRE PRESENTATION
Quick Fire Presentations
  • Andrew Fielding - Investor, Outcomes Fund
  • Patrick Hop - CIO, Draco Ova Holdings
2:40pm - 3:15pm
Governance, succession, and family dynamics
  • Temple Fennell - Principal – Family Member, Keller Family Office
  • Zachary Mosseri - Principal, Catal Group
  • Nathaniel Lowbeer-Lewis - Family Principal, HLB Investments
  • Shane Neman - Principal, Neman Ventures Family Office
  • Candice Beaumont - Chief Investment Officer & Chairman, L investments & Salsano Group
3:15pm - 4:05pm
Champagne Roundtable Discussions
  • Tyler Godoff - Senior Advisor, Emissary Partners
  • Ralf Stein - Managing Director, Madera Ventures
  • Zachary Mosseri - Principal, Catal Group
4:05pm - 4:10pm
Chair's closing remarks
  • Dorothy Kelso - Managing Director, SuperReturn
Showing 1 of 1 Streams
4:10pm - 5:10pm
Networking drinks reception sponsored by Alter Domus and end of SuperReturn Family Office North America 2025
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