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Ms. Steffi Baker

Steffi Baker is a family office consultant and the publisher of UltraInvestor.com, an online magazine covering leading edge investments that create change from small to great levels. She is launching...

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Mr. Cody Simms

Cody is a Partner at Techstars Ventures, the venture capital arm of Techstars. Previously, Cody was Executive Director at Techstars and head of Techstars accelerator programs in North America, which...

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Ms. Candice Beaumont

Candice Beaumont is Chief Investment Officer who runs L Investments, a single family office with an endowment style portfolio of public and private equity.  She is an Advisory Board member of the...

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Mr. Sandro Salsano

Graduate Bocconi University, Italy; MBA Exchange program University of San Diego, California; Also studied at Harvard Business School and Incae. Chairman and President, Salsano Group – a Panama based...

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Ms. Sandra Familiet

Sandra Familet serves as advisor to the Chauncey F. Lufkin III Foundation for its venture investments. She is a dynamic industry veteran with more than 25 years of investment banking as well as...

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Mr. Aneel Ranadive

Aneel Ranadive currently runs the Ranadive family office with his father, Vivek Ranadive. Aneel grew up in Silicon Valley, received his undergraduate education at Columbia University, then returned to...

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Mr. Roi Carthy

A 17-year marketing executive and VC manager, Roi specializes in product and communications strategy. In 2015 he was recognized by The Drum as CMO of the year for his work on promoting consumer choice...

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Mr. Nikos Assanis

Nikos Assanis is the President of Assanis Group, a sophisticated family office focused on direct investments and co-investments in sectors of high familiarity. With international holdings spanning the...

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Mr. Ira J. Perlmuter

Ira founded T5 Equity Partners, LLC as the direct, private equity investing affiliate of a family office.  He has completed ten acquisitions including several manufacturing companies, military parts...

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Mr. Steve McKnight

Mr. McKnight previously served at Stonehenge Growth Capital, a New York based venture capital firm where he originated proprietary deal‐flow, evaluated investment opportunities, and managed existing...

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Mr. David Teten

David Teten (teten.com) is a Managing Partner with HOF Capital, an international venture capital fund.  He has particular interest in fintech, technology-enabled services, analytics, artificial...

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Mr. Yoni Gutman

Yoni has been living in Miami for the past 2 years, handeling some of his family office’s businesses and investments, in Pharmaceuticals, Real Estate and Israeli Technology. He holds an MBA degree from...

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Mr. Ordan Trabelsi

Mr. Ordan Trabelsi is CEO and President in the Americas for SuperCom (NASDAQ:SPCB), a publicly traded biometric identification and cyber security company controlled by the Trabelsi family. He has...

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Mr. Adam Shapiro

Adam Shapiro is the founder and CEO of the 22Hundred Group, a single family office based in Boca Raton, FL. Mr. Shapiro is responsible for leading the firm’s efforts in identifying investment...

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Mr. Jonathan Manzi

Manzi made his first million when he was sixteen. Since then, Manzi helped start multiple successful businesses in divergent industries. Recently, Manzi dropped out of Stanford University to cofound...

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The 2017 Florida Family Office & Wealth Management Conference

December 6th, 2017 Agenda: 08:00 – 09:00AM Registration and Refreshments     09:00 – 09:10AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance   Conference Moderator: Ms. Steffi Baker,...

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Ms. Steffi Baker

Steffi Baker is a family office consultant and the publisher of UltraInvestor.com, an online magazine covering leading edge investments that create change from small to great levels. She is launching...

View Article


Image may be NSFW.
Clik here to view.

Mr. Sandro Salsano

Graduate Bocconi University, Italy; MBA Exchange program University of San Diego, California; Also studied at Harvard Business School and Incae. Chairman and President, Salsano Group – a Panama based...

View Article

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Clik here to view.

Ms. Sandra Familiet

Sandra Familet serves as advisor to the Chauncey F. Lufkin III Foundation for its venture investments. She is a dynamic industry veteran with more than 25 years of investment banking as well as...

View Article

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Clik here to view.

Mr. Aneel Ranadive

Aneel Ranadive currently runs the Ranadive family office with his father, Vivek Ranadive. Aneel grew up in Silicon Valley, received his undergraduate education at Columbia University, then returned to...

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