DC Finance's Global Family Office & High Net Worth Community

🍁 Happy Canadian Thanksgiving to our friends up north! 🍁 Wishing you a joyful day filled with gratitude, good food, and cherished moments. We are thankful for your continued trust and partnership. Warm regards from all of us at DC Finance! 🙌 #FO #FamilyOffice

We are delighted to share that our San Francisco Bay Family Office & High Net Worth Conference will be held on Monday, November 18th, 2024 at the Four Seasons Hotel, Palo Alto. Keynotes include: Dame Sheila B. Driscoll, CEO, Dame Venturus   Family Office Circle member, Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation   Paraag Marathe, President of 49ers Enterprises & EVP of Football Operations   Nicole Taylor, CEO & President, Silicon Valley Community Foundation Speakers Include: MR Rangaswami, Founder, Corporate Eco Forum Family Office Circle member, Janet C. Salazar, Chairman & CEO, SGG Holdings Co; AlphaWIN Group Chairman & Permanent Representative to the United Nations, FSUN Mike Cagney, Former CEO, Chairman & Co-Founder, SoFi; Co-Founder & CEO, Figure Markets Bridget Kilroy, Founder & CEO, The Global 51 Marcia Nelson, M.S., Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory Sasha Bernier, Managing Partner, Hestia Holdings Heidi Messer, Entrepreneur, Connector & Board Director Kelly Freis, Founder & Principal, International Growth Capital Chris Baker, VP, Investment Sales, CMI Financial Group Ltd. John Harbaugh, Former Senior Executive Service (SES) Leader, United States Digital Initiative Derek Knapp, Purple Heart Award Recipient, Army Ranger Johannon Olson, RN/MBA, Chair, Tiger 21 More at www.sanfran-wealth.com

I am delighted to welcome Tim Stay, CEO of The Other Side Village, to our New York Family Office Conference on November 12th at The University Club. The Other Side Academy, helps to launch campuses in Salt Lake and Denver. Tim has helped oversee the growth of the Academy to over $10 million in annual revenues from 4 social enterprises and assets of over $30 million as the campuses have expanded in Utah and Colorado. Tim is also a Director and co-founder of The Other Side Village, a self-reliant, master-planned neighborhood that provides affordable, permanent quality housing, access to social services, and a robust and supportive community for men and women coming out of chronic homelessness. Tim has helped raise over $20 million for the Village as well as launching 2 social enterprises within the Village. Tim Stay was formerly the CEO, as well as a co-founder of Unitus Labs, an innovative non-profit utilizing market forces to alleviate poverty around the world. Tim Stay started and ran Marketing Ally, which became one of the Top 50 Call Centers in the U.S.A and had over 1,110 employees. He started and later sold FreeServers.com to About.com. He was a co-founder of Bizcradle LLC, a business incubator, and later, CEO of Perfect Search Corporation. Tim was voted as one of the vSpring 100 technology entrepreneurs in Utah and has received the Distinguished Alumni Award from BYU, the Social Entrepreneur of the Year from Ernst & Young as well as from Utah Valley University, and the Social Innovator of the Year award from the Ballard Center at BYU. Speakers Include: James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC   Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Resorts & Perdue Chicken Family Office Circle Member, Dan Epstein, CEO, ReSource Pro Family Office Circle Member, Janet C. Salazar, Chairman, Foundation for the Support of the United Nations Rudolfo Beltran Jr. Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending Mirela Sula, CEO & Founder, Global Woman Magazine and Global Woman Club Kenneth Gustavsen, Executive Director, Merck Impact Fund More at www.nyc-wealth.com

We are delighted to share that our Los Angeles Family Office & High Net Worth Conference will be held on Wednesday, November 20th, 2024 at the Los Angeles Athletic Club. Keynotes include: James Keyes, Former CEO, 7eleven; Blockbuster; Chairman, Key Development LLC    Family Office Circle Member, Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation Speakers Include: Family Office Circle Member, Evan V Chrapko, Founder, Chairman & CEO, Trust Science Family Office Circle Member, Janet C. Salazar, Chairman, Foundation for the Support of the United Nations Owen Matthews, Chairman, The Alacrity Foundation Jonathan Northrup, CEO, Stingray Therapeutics Inc. Natalia Sokolova, Managing Partner, SGG World Alan Zafran, Founding Partner & Co-CEO, IEQ Capital Christopher Aw, Board Director, Operation Snow Leopard (nonprofit focused on supporting Afghanistan Refugees) Tara Roth, President, Goldhirsh Foundation Dave Tanner, Director, US Investments & Lending, CMI Financial Group Ltd. Scott Pickett, President, Multifamily, Post Real Estate Group Kelly Freis, Founder & Principal, International Growth Capital Marcia Nelson, M.S., Managing Director, Freedom Capital Markets; Founding Partner, Triple C Advisory Bridget Kilroy, Founder & CEO, The Global 51 More at www.westcoast-wealth.com

I am delighted to welcome 7th Gen Family Member, Consuelo Vanderbilt, CEO & Co-Founder, SohoMuse Inc., to our New York Family Office Conference on November 12th at The University Club. Consuelo Vanderbilt, the seventh-generation descendant of shipping and railroad tycoon Cornelius Vanderbilt, is an American singer, composer, songwriter, designer, actress, philanthropist, and entrepreneur. Consuelo found herself in the top 20 Billboard Dance Charts with her top 10 hit singles. Consuelo’s debut single “Naked” spent 16 weeks on the charts, while her follow-up “Feel So Alive” earned her Billboard’s #2 Breakout Artist honor. Her latest hit “Body Needs” broke Billboard’s Top 5. Consuelo is the CEO & Co-Founder of SohoMuse, a member-driven social networking platform for creative professionals. The platform launched in 2017 as a solution for creative professionals across the globe to have the ability to network and collaborate across various creative industries. Since its introduction to the creative world, the platform has garnered thousands of memberships from globally renowned designers, artists, musicians, and directors to dancers, makeup artists, and more, who have collaborated on projects ranging from New York and London Fashion Week experiences to television and film productions, photoshoots and more. Speakers Include: James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC   Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Resorts & Perdue Chicken Family Office Circle Member, Dan Epstein, CEO, ReSource Pro Family Office Circle Member, Janet C. Salazar, Chairman, Foundation for the Support of the United Nations Rudolfo Beltran Jr. Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending Mirela Sula, CEO & Founder, Global Woman Magazine and Global Woman Club Kenneth Gustavsen, Executive Director, Merck Impact Fund More at www.nyc-wealth.com

We are delighted to share our Flagship East Coast Family Office & High Net Worth Conference, being held on Tuesday, November 12th, 2024 at the University Club. We will cover topics such as technology and innovation, real estate, next generation, mental health, estate planning, wealth management, women in business, impact investing, philanthropy and more.   Keynotes include: James Keyes, Former CEO, 7-Eleven; Former Chairman & CEO, Blockbuster; Chairman, Key Development LLC   Mitzi Perdue, War Correspondent; 2nd Gen, Sheraton Hotels & Resorts & Perdue Chicken Speakers Include: Family Office Circle Member, Dan Epstein, CEO, ReSource Pro Family Office Circle Member, Janet C. Salazar, Chairman, Foundation for the Support of the United Nations Consuelo Vanderbilt Costin, CEO & Co-Founder, SohoMuse, Inc. Joel Fenn, Private Jets Director, Americas, Air Charter Service Inc. Tim Stay, Director, The Other Side Village Sandy Wollman, Co-Founder & Managing Director, Westchester Angels Andrew Heath, Co-Founder, Bombas Socks Michael Moretti, Former Market Manager, SVB Kevin Donnelly, Managing Director, Signature Private, Highland Capital Brokerage, Inc. Natalie Meyer, Managing Partner, ArcHealth Foundation Michael Hoeing, Investor, Knollwood Rudolfo Beltran Jr. Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM at Positiviti Lending Mirela Sula, CEO & Founder, Global Woman Magazine and Global Woman Club Kenneth Gustavsen, Executive Director, Merck Impact Fund Starla Smith- Voluck, President, Household Staffing More at www.nyc-wealth.com

I am excited to welcome our friend Eric Ly, Co-Founder of LinkedIn and CEO of KarmaCheck, to our Austin Family Office Conference on April 10th, 2025 at Hotel Ella. Eric is an HR tech leader at the forefront of modernizing background checks using AI. Eric possesses an unmatched track record of transforming the way employees and employers connect, and he has a passion for fostering trust and communication among professionals and their employers. His leadership was instrumental in building LinkedIn, the world's largest professional networking platform. As the CEO of KarmaCheck, Eric is consistently eliminating inefficiencies in the background check industry that prevent companies from quickly onboarding talent, particularly in the healthcare sector. By streamlining credentialing and screenings, KarmaCheck ensures employers stay competitive in today's talent-driven market. Eric has rapidly and successfully positioned KarmaCheck as a trusted leader in HR tech, addressing modern credentialing and screening challenges with innovative solutions. Eric holds an MS in media arts and sciences from the Massachusetts Institute of Technology, and a BS in symbolic systems from Stanford University. More at www.austin-wealth.com

I am delighted to welcome Real Estate Entrepreneur Maximilian Cukier, Principal at Woodland Capital to our Montreal Family Office conference at Le Mount Stephen Hotel in Montreal on November 6th. Maximilian is a real estate entrepreneur and principal of Woodland Capital, a privately-owned real estate investment firm that focuses on multifamily, mixed-use, and commercial properties. Focused on acquisitions and business strategy, Maximilian drives growth by identifying key opportunities and maximizing value across his portfolio. Previously, Maximilian ran an online retail platform selling products across categories like electronics, apparel, health, and beauty. He studied Economics and Business at NYU, and worked in London, Prague, New York and Paris before returning to settle in Montreal. Passionate about sports, he recently completed a half Ironman and is preparing for the 29029 Challenge in October. More at www.montreal-wealth.com

We are delighted to share that our Montreal Family Office & High Net Worth Conference, to be held on Wednesday, November 6th, 2024, at Le Mount Stephen Hôtel.   We will cover topics such as technology and innovation, real estate, next generation, mental health, estate planning, wealth management, women in business, impact investing, philanthropy and more. Keynote speakers include: Philippe de Gaspé Beaubien III, President & CEO, Fondation de Gaspé Beaubien Foundation Foundation   Patricia Saputo, Co-Founder, Executive Chairperson of the Board & Strategic Advisor, Crysalia; Chair of TIGER 21 Montreal   Andrew Lutfy, President & CEO, GDI Danièle Henkel, President, Danièle Henkel Inc. Other Speakers include: Maximilian Cukier, Real Estate Entrepreneur; Principal, Woodland Capital Owen Matthews, Chairman, The Alacrity Foundation UK Bryan Spatzner, Founder, MTRPL Claudine Bouchard, ASC, Executive Vice President & Chief Operating and Infrastructure Officer, Hydro Québec Nawel Mahieddine, Vice President, Daniele Henkel Productions Alice Minying Wu (吴闽莺), Founder & President, Groupe Boda Camille Isaacs Morell, Vice-President, Hope for Dementia Marc-André Gaudreau, CPA, CGA, CFA, CGA, CFA, Vice President and Senior Portfolio Manager, Scotia Wealth Management Amitt Zaffir, Real Estate Investment Professional Dr. Stuart Edmonds, Executive Vice President, Mission, Research and Advocacy , Canadian Cancer Society More at www.montreal-wealth.com

We are delighted to share that our Vancouver Family Office & High Net Worth Conference, will be held on Monday, November 4th at the Terminal City Club in Vancouver. We will cover topics such as technology and innovation, real estate, next generation, mental health, estate planning, wealth management, women in business, impact investing, philanthropy and more.   Keynote Speakers: Markus Frind, CEO of Plenty Of Fish   Sam Yagan, Founder & CEO of Fifth Star Inc. Other Speakers Include: Dina Wachtel, Executive Director, Canadian Friends of the Hebrew University Mike Gelbart, Co-Founder & Principal, VISST David Awram, Co-Founder & Director, Sandstorm Gold Royalties Erfan Kazemi, President & CEO, Horizon Copper Dr. Kellyann Petrucci, Founder, DrKellyann.com Michael Graziano, Co-Founder, Mindful Agency Karl Swannie, Founder & CEO , Intlabs Hunter McDonald, Founder, Tutela (now Opensignal) Andrew McLeod, Founder, Certn Mirela Sula, CEO & Founder, Global Woman Magazine and Global Woman Club Owen Matthews, Chairman, The Alacrity Foundation UK Judi Paré, CEO, Plentitude Jacob Iftah, Co-Founder & Managing Partner, Kin Capital Partners Thaine Carter, Principal & Co-Founder, BlackTusk Group Inc. More at: www.vancouver-wealth.com