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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
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
Navigating economic uncertainty and adapting to policy changes
  • Stefan Haselwandter - Former Vice Chair, Wellington Management
10:30am - 11:00am
Making an impact: building a sustainable investment portfolio
  • Dana K. Bezerra - Regional President, Americas, CREO Syndicate
  • Daniel Jeydel - Managing Director, USIP
  • 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
  • Neil C. Krauter Sr. - Founder, The Krauter Group
  • Candice Beaumont - Chief Investment Officer & Chairman, L investments & Salsano Group
  • Kay Meyer - Managing Partner, 22459 Ventures LLP
  • 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
12:55pm - 1:15pm
Deep dive into the secondary market
Showing 1 of 1 Streams
1:15pm - 2:15pm
Lunch and networking break
Showing 1 of 1 Streams
2:15pm - 2:50pmQUICK-FIRE PRESENTATION
Quick Fire Presentations
  • Andrew Fielding - Investor, Outcomes Fund
  • Patrick Hop - CIO, Draco Ova Holdings
2:50pm - 3:25pm
Governance, succession, and family dynamics
  • Zachary Mosseri - Principal, Catal Group
Showing 1 of 1 Streams
3:25pm - 4:00pm
Afternoon coffee & networking break
Showing 1 of 1 Streams
4:00pm - 4:40pm
Champagne Roundtable Discussions
  • Matthew McGrath - Founder & Managing Director, Emissary Partners
  • Ralf Stein - Managing Director, Madera Ventures
4:40pm - 4:45pm
Chair's closing remarks
Showing 1 of 1 Streams
4:45pm - 5:45pm
Networking drinks reception sponsored by Alter Domus and end of SuperReturn Family Office North America 2025
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