Agenda - SuperReturn Family Office North America | SuperReturn Family Office North America

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Main Conference

1:10pm - 2:10pm

Registration, lunch and networking

2:10pm - 2:15pm

Chair’s welcome address

2:15pm - 2:45pm

The evolving landscape of Single-Family Offices: Challenges, opportunities, and future trends

2:45pm - 3:15pm

Strategic portfolio design: Manager selection and wealth optimization for Family Offices

Ivan Nikkhoo - Managing Partner, Navigate Ventures
Patrick Hop - CIO, Draco Ova Holdings
Matthew Dadaian - CIO, Vega Investment Management
Howard Cooper - CEO, Cooper Family Office

3:15pm - 3:45pm

The future of Family Office operations: Embracing technology and AI

Exploring the transformative potential of AI in family office operations: Is AI an overhyped trend or a game-changing tool for investment strategies and data management? Delve into critical concerns around data security, privacy, and the development of bespoke AI-driven solutions tailored to family office needs.

3:45pm - 4:15pm

Fostering connections, driving collaboration, and unlocking co-investment potential

Zachary Mosseri - Principal, Catal Group

4:15pm - 5:00pm

Hosted champagne roundtable discussions

Table 1: Governance strategies for future-ready family offices

Table 2: Navigating market volatility: Strategies for resilience and growth

Table 3: Sustainable and impact investing: Aligning wealth with values

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Main Conference

5:00pm - 6:30pm

Networking drinks reception

SuperReturn Family Office North AmericaMonday, 16 March 2026 - ET (Eastern Time, GMT-05:00)