PCI Washington DC Family Office Conference

October 1, 2024

Agenda & Bios

No Offer or Solicitation. This information in this communication and provided at the conference is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus. This registration does not constitute an offer or solicitation with respect to the purchase or sale of any security in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation.

Disclaimer.  PCI makes no representations or warranties as to the reliability of information provided and attendees should conduct their own due diligence to verify the facts. The information provided were obtained from sources we believe are reliable, PCI and its affiliates are not making any representation with respect to the accuracy or completeness of that information nor are we making any recommendation or endorsement of any fund, security or investment. This agreement shall apply whether the claim is based upon the negligence, or the vicarious liability, of the parties released and indemnified.  By attending the conference, I Agree to the Private Capital Investments, LLC (PCI) Terms and Conditions of Registration which include indemnifying PCI of any wrongdoing. I agree that PCI, as well as its officers, directors, employees, volunteers, agents, and all other persons, entities, or organizations involved in the PCI conference and affiliated events shall have no responsibility or liability to me for any financial loss, emotional damages, property damage, personal injury, death or any other damages that I may suffer as a result of participating in the Forum or affiliated events. I release all of the foregoing from any such claims, and I further agree to indemnify and hold harmless all of the foregoing from any such claims and release PCI from any wrongdoing.

9:05AM - Fireside Chat - "Global Family Office Trends"

• Monica DiCenso, Head of the Global Investment Opportunities Group at J.P. Morgan Private Bank

• Geoff Hart, J.P. Morgan Private Bank

Monica DiCenso

Head of the Global Investment Opportunities Group at J.P. Morgan Private Bank

Monica DiCenso is a Managing Director and Head of the Global Investment Opportunities (GIO) Group at J.P. Morgan Private Bank. As a senior leader of the firm, Monica sets the strategic direction for a team of 50-plus Investment Specialists who advise the firm’s largest and most sophisticated clients, including ultra-high-net-worth individuals, family offices and financial professionals. The GIO Group delivers cross-asset class management for complex investment requirements and opportunistic strategies. They are a highly specialized team drawn from the intellectual strength of J.P. Morgan, designed to serve a global client base and offer institutional-caliber coverage.

Throughout two decades immersed in equities and financial markets through various economic cycles, Monica has earned a reputation in the professional community as a specialist in this space. She has been featured on CNBC, Bloomberg and other televised business programs, and in various newspapers and trade publications discussing her views on equity investing and market positioning. Monica’s background comprises both the institutional lens of investment banking and exposure to the breadth of wealth management resources at the Private Bank.

Before joining GIO in 2015, Monica was the Head of U.S. Equity Strategy at J.P. Morgan Global Wealth Management, where she led a team of strategists to identify equity ideas, thematic brokerage options trades and single stock selections for the firm’s recommended trading lists. She joined the Private Bank in 2012 from the Investment Bank, where she served as an Equity Research Analyst on a top Institutional Investor–ranked team. Previously, she worked as an auditor at PricewaterhouseCoopers.

Monica graduated from Georgetown University with a B.S. in Accounting and a concentration in Economics. She is a Certified Public Accountant in New York State. Her philanthropic interests are centered on educating young women as they contemplate a career in finance and math, and empowering female clients to ensure their voices are heard.

Geoff hart

Executive Director

J.P. Morgan Private Bank

Geoffrey Hart is a banker with the J.P. Morgan Private Bank where he focuses his efforts in connecting entrepreneurs and investment and real estate principals to the full breadth of resources across J.P. Morgan’s global platform, delivered locally in Washington DC, Virginia, and Maryland. Geoff has a passion for working with individuals and families in helping them grow their businesses, protect their wealth creation, and prepare for liquidity and diversification events. Geoff and the J.P. Morganteam then guide their clients strategically through the intention of their wealth including business and personal aspirations, enabling future generations, and philanthropic interests –while partnering to meet each client’s unique timing, risk, and tax objectives.

Before joining J.P. Morgan, Geoff was Managing Director and Sales Development Coordinator with FBR Capital Markets, where he worked with dozens of family offices, pension plans, private equity funds, mutual funds and hedge funds in equity researchand equity private placement distribution. He was also responsible for the training and development of a 25-person sales team. Prior to FBR, he was Director of Sales and Marketing in the Finance Practice of the Corporate Executive Board, where he spenttime with over 300 of the Fortune 1000 CFOs and helped them tackle their strategic challenges.

Geoff earned his MBA in Finance from The Wharton School at the University of Pennsylvania and a Bachelor of Science in Engineering from Duke University. He currently serves as a Board Member for the Wharton Club of the National Capital Region in the DC area. As the son of a career U.S. Navy Officer, Geoff grew up in San Diego, Virginia Beach, London, Rhode Island, and the DC area. An avid traveler, he has visited over 50 countries and 48 U.S. states. He lives with his wife and their two

9:45AM - Panel - "Investing in the DMV"

 Stephen Shaya, M.D. - Akkad Ventures

Stephen Shaya, M.D.'s journey has been one of service instilled by his Iraqi Christian upbringing. He graduated from Birmingham Brother Rice High School Summa Cum Laude was awarded a Merit Scholarship to attend Wayne State University. Dr. Shaya won many leadership awards, including the Outstanding Student Leader in 1991, and became a Howard Hughes Medical Institute Grant Awardee. He served on the Wayne State University Board of Governors from 1991 to 1993 and then attended Wayne State Medical School graduating in 1996. Dr. Shaya subsequently trained in Family Practice and then did a fellowship in Occupational and Environmental Health. Since 2004, Dr. Shaya has been the Executive Servant Leader at J & B Medical which is a privately held global health care consortium. Founded in 1996, Stephen worked closely with his family to start eighteen different business enterprises with customers all globally. Many describe him as an "intrapreneur", someone who behaves as an entrepreneur within a large organization. Dr. Shaya's efforts have received many recognitions, including the 2015 Global Distinguished Health Care Award from the Center of Economic and Leadership Development, and a United States Congressional Commendation. In addition, Dr. Shaya received the Global Medical Innovation and Leadership Award on August 19, 2016, presented at the UN along with a commendation from the New York State Senate. May of 2021, Dr. Shaya was presented with a Vatican Pontifical Hero Award given to individuals who through generosity, compassion, wisdom, and leadership. He was named to the International Council at Harvard's Kennedy School Belfer Center for Science and International Affairs. January 30, 2022, Dr. Shaya spoke at the World Expo in Dubai on how to reimagine the global medical supply chain. June 2022, he was awarded the Presidential Leadership Award and Presidential Gold Medal by the FBI's Citizen's Academy. May of 2023, the Shaya Family received the Order of Charity from Ascension Health for their lifelong devotion to serving their community. July 2023, Dr. Shaya was awarded American Association of Physicians of Indian Origin (“AAPI”) Presidential Healthcare Leadership Award for Revolutionizing Healthcare Delivery. The Shaya Family was awarded the Presidential Leadership Award in June of 2024 to supporting community partnerships to engage, educate, and empower the nations’ youth. At every turn, he demonstrates his grandmother's favorite phrase, which was from Mother Teresa. "Not all of us can do great things. But we can do small things with great love."

Shawn Springs - CEO of InnateIQ

Chief Executive Officer using his strong networking skills and passion for learning, connecting, and growth to lead Windpact, a Technology and Materials Data company that is driving innovation and accelerating development by providing critical data and analysis tools.

Shawn and his team partner with clients in a broad range of industries and applications, including sports, military, and automotive. The company’s technology helps clients solve difficult manufacturing challenges, enabling brands to move into a new era of product development.

His inspiration behind the founding of Windpact stemmed from his 13 seasons playing football in the NFL. Drafted third overall in the 1st round of the 1997 draft, he spent time with three teams, the Seattle Seahawks, the Washington Football Team, and the New England Patriots. He was selected to the Pro Bowl in 1998, the Seahawks 35th Anniversary team, and was chosen as a Washingtonian of the Year for his impact in the community.

Shawn completed a Bachelor of Science in Sociology from The Ohio State University. As a member of the football team, he was a two-time Academic All-Big Ten Athlete and Big 10 Defensive Player of the Year in 1996.

He is a TEDx presenter, giving a talk entitled “Tackling Helmet Protection Head On.” Shawn is a board member of Boulder Crest Foundation, supporting combat veterans, first responders, and their families working through traumatic brain injury. He has pledged his donate his brain to support CTE and Concussion Research through the Concussion Legacy Foundation.

Kim Kolt - For Good Ventures

Kim is the Founder of For Good Ventures, her family office investment firm targeting innovative, disruptive technologies changing the world for good. They invest in for-profit, positive-impact businesses and funds in private markets positioned for scalable, positive change. 

Browning Herbert - Ringbolt Capital

Ringbolt Capital is a Venture Capital firm made up of experienced entrepreneurs from diverse backgrounds who collaborate with our partners to provide strategic capital to fund growth. Our unique foundational deployment strategy allows early-stage businesses to scale quickly and drive sales growth with a hip to hip partnership mentality.

Matt Gittleman - JHH vc

Matt serves as the investment director for the JHH vc family office where he invests in promising early stage startups. Prior to this role, he spent four years with Blu Venture Investors where he oversaw the investment pipeline for all cybersecurity related deal flow. Matt serves as an advisor and board observer to early stage companies, supporting those companies, primarily, with fundraising initiatives. Prior to his role with Blu Ventures, Matt worked for Core Capital Partners while earning his MBA at the Georgetown McDonough School of Business. Matt also worked in marketing and operations roles for LivingSocial, Catalant Technologies, and Yesware.

10:20AM - Panel - "Opportunities with the US Government and Veterans”

Helen Quick

Helen is an accomplished C-Suite executive, investment professional and attorney with over 30 years’ experience counseling and leading growth stage and established companies in finance, venture capital, private equity, mergers and acquisitions, contracting, vendor management, compliance, human resources, cybersecurity and general corporate representation. In-depth knowledge of fundraising and investor relations, back office, and lending and investing to portfolio companies of a private credit fund focused on lower middle market. Integral part of successful launch of private fund through four successful funds raising over $1b in AUM from US and overseas institutional investors. C-Suite leader of two venture-backed technology companies during the dot-com era. Board member, contributor and mentor to incubator/accelerator focused on defense and national security. In span of career, participated in over 600 healthcare acquisition and finance transactions and over 500 transactions in the technology, communications, banking, media and other industries. Served as lead transactional counsel for over 100 clients. Passionate leader of non-profit organization advocating for the advancement of women in the investment industry and working to drive value to the organizations at which they work.

Aaron kofford

Aaron joined DARPA in January 2019 in the Strategic Technology Office (STO) of the Defense Advanced Projects Agency (DARPA). At DARPA, Aaron is responsible for creating breakthrough technologies and capabilities for national security. He has developed and managed large scale technology efforts in the fields of fundamental and applied artificial intelligence for military planning, tactical communication networks, electronic warfare, and autonomous maritime systems of systems.

Prior to joining DARPA, Aaron worked on advanced emerging technology projects for NASA, DoD, and the Intelligence Community (IC). He is technically agile with has broad experience in many challenging fields including underwater Positioning, Navigation and Timing (PNT), advanced electronic warfare techniques, small size, weight and power (SWaP) sensor systems, heterogeneous systems of systems, internal rocket motor ballistics, and novel battery technologies. Aaron worked as a scientist and program manager at Raytheon BBN Technologies on a wide variety of DARPA and IC projects in the fields of sensing, algorithms, systems of systems, and effects generation. Before that, he worked on NASA launch vehicles as an internal rocket motor ballistician running performance predictions and post-flight performance evaluations for the Space Shuttle as well as future manned launch vehicle designs.

Mike Sherbakov

Mike Sherbakov serves as co-founder and General Partner at The Veteran Fund, a pre-seed venture capital firm in Silicon Valley, and Managing Director of Southern California’s Founder Institute, the world's largest startup accelerator. Mike previously led three business ventures from zero to exit, scaled his organization to thousands of investor members and hundreds of portfolio companies, and proudly served on active duty as a United States Marine. 

11:00AM - Breakout Sessions - George Washington Room

Investing with the U.S. Government

Deal Sourcing

Family Office Groups - The Good, the Bad, and the Ugly

PE and VC Fund Landscape

 11:30AM - Networking Break

Please enjoy coffee, tea, and other refreshments while networking with your fellow attendees.

11:45AM - Panel - "Investing in Sports, Media, and Entertainment"

Garrett Klugh - Falk Ventures

Garrett Klugh is the COO of Falk Ventures, the venture arm of sports agent, David Falk. He is an internationally recognized Olympian and frequent guest speaker, lecturer and panelist in the sports-tech industry. Garrett earned his undergraduate degree at San Diego State University and his MBA from George Washington University. At SDSU, Garrett served as the President of the men’s rowing team. He went on to represent the U.S. on six National Teams and one Olympic Team (Athens 2004). Garrett won the World Rowing Championship in 1999 and was honored to be being selected by his peers as the Athlete Representative on the Board of Directors for USRowing. After retiring from rowing in 2004, Garrett served his community as a police officer with the San Diego Police Department, where he was given multiple commendations for his work. He then worked for the United States Olympic Committee as one of two Olympians selected for a management development program. Garrett worked at the Olympic and Paralympic Games in Beijing, Vancouver, and London, adding meaningful value in operations, management, strategy, and protocol. In 2010, Garrett joined 776 Original Marketing, where he built and managed the athlete representation business unit. Concurrently, Garrett accepted a teaching position at the University of Colorado as adjunct faculty. He held that position for two years while completing his MBA degree. Garrett now focuses on running the venture activity for David Falk where he manages a portfolio of companies while also sourcing and vetting new opportunities. When he isn’t running operations at Falk Ventures, he provides outsourced business development services to early-to-mid-stage start-ups at Huddle Sports Partners, an organization he co-founded. Deeply embedded in the start-up community, Garrett also acts as an advisor and mentor to several companies and accelerators.

Jake Silverstein is Chairman & CEO of Stormlight Holdings, a Family Office and private investment platform. He is an experienced sports investor, currently co-owner and Director of Swansea City AFC (English Championship) and from 2015-2021 was co-owner and Alternate Governor for MLS's Houston Dynamo FC & NWSL's Houston Dash. During his time with Houston, he served on MLS's Board of Governors and Business Ventures committee. Jake continues his family's long-running support of fostering innovation as a Vision Circle member of the X-Prize Foundation, and leads the WJ Silverstein Family Trust's philanthropic efforts to make soccer more accessible to children of all backgrounds. He entered university at age 15 and earned a BA in pure mathematics and an MBA from the University of Michigan.

Eric Islinger - South River Capital

An experienced finance executive with nearly 20 years of experience in Corporate Finance, Investment Banking, and Private Equity/Venture Capital. Eric is also a co-founder and active board member for multiple growth-oriented business. Prior to founding his own companies, Eric was a Senior Director and head of the M&A program for the Americas with SAP’s Private Equity Group. He began his career in the United States Government’s Department of Defense and later worked with key stakeholders in both the public and private sectors during the US economic crisis of 2007 – 2010 where he was responsible for negotiating the capital allocation of the Treasury Department’s Troubled Asset Relief Program (TARP) fund. Eric attended, played football and was captain of the Rugby team at Franklin & Marshall College and later earned his MBA from George Washington University's School of Business.

Jeffrey Bliss - The Javelin Group

Jeff is an award-winning strategist, innovator and ANA Marketer of the Year with management experience across a broad range of FORTUNE 500's and dozens of early stage tech firms - companies such as Sara Lee, Xerox, Gillette/P&G, fusesport, Hood Foods, New Balance, World Cup 1994, and the LA Olympic Committee.
As a consultant Jeff has driven new revenue growth for Coca-Cola, American Red Cross, Microsoft/Skype, NCAA, Rosetta Stone, Jack Nicklaus Companies, US Olympic Committee, America’s Cup and many more industry leaders and tech start-ups.
He is frequently interviewed by national media and is in demand as a keynote speaker and industry thought leader. Jeff earned a BA from Colgate University and an MBA from Boston University/UCLA Anderson School of Business, and was an adjunct professor in The George Washington University MBA Program for fifteen years.

 12:15PM - Curated Companies - Information Sessions

Dryout - Romney Williams (www.dryout.com)

Materna Medical - Tracy MacNeal (www.maternamedical.com)

Sensate - Anna Gudmundson (www.getsensate.com)

No Offer or Solicitation. This information in this communication and provided at the conference is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus. This registration does not constitute an offer or solicitation with respect to the purchase or sale of any security in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation.

12:45PM - Lunch & Speaker - "FO+VC: Leveraging Your Family Office Resources and VC Best Practices For Successful Direct Investing

Amanda reed - Chief Investment Officer

Loeb Enterprises

Amanda Reed is the Chief Investment Officer of Loeb Enterprises, Michael Loeb and Rich Vogel’s family office. In this role she allocates capital to entrepreneurs and investment funds, works with Michael and Rich to create new companies and supports the development of the current portfolio. Amanda was most recently CEO of CrowdSmart, a Silicon Valley startup pioneering human-interactive AI for collaborative problem solving. Previously she was the first head of long-horizon innovation for GIC, the Sovereign Wealth Fund of Singapore, and Managing Director of Palomar Ventures, a $500MM venture capital partnership investing in transformative enterprise and consumer technologies. Her career began as a founding team member or early stage employee in three consecutive Silicon Valley start-ups which led to two IPOs. She is a career entrepreneur, investor, mentor, and proud parent of two student athletes.

2:00PM - Afternoon Keynote Session - "GEOIntel Insights"

LT. GEN. SCOTT KINDSVATER, USAF (ret.)

A senior global operations and intelligence leader, fighter pilot with 10 combat deployments and former General Officer in the US Air Force for 32 years with the last 21 years in executive leadership positions and senior consulting. Vast experience in broad international arena specifically Central and Southwest Asia, North Africa and Europe (NATO); worked in every country in Middle East except Yemen. Passionate about leading change, finding solutions and building coalitions and teams. A proven mentor, communicator and decision maker driven to realize objectives despite obstacles. Energetic and inspired by team success resolving complex problems.

Mike Stefanski

Mike Stefanski is a multi-disciplined senior executive with extensive financial, strategy and leadership experience in the mobility and communications sector. He currently is a strategic advisor and serves as an advisor to Bancroft Capital, a certified Service-Disabled Veteran-Owned financial services firm, the Villanova School of Business Graduate Advisory Council, Invent Penn State, and the DeSales University Business School Advisory Council. He teaches strategy and leadership as an adjunct instructor in the De Sales University MBA program.

Mike retired from Verizon Communications after 27 years where he held several executive roles including Senior Vice President – Investor Relations, Corporate Treasurer, Global Wireline Segment – CFO and Wireless Controller. He focused on designing, supporting, funding and implementing global strategic and operational initiatives to create multi-stakeholder value.

Mike has a passion for developing people to build lasting value for individuals and companies. His volunteer activities include mentoring young professionals and serving on the non-profit boards of Young Catholic Professionals and Regina Academy at St John the Baptist.

Mike holds a BS in Accounting from Penn State University, an MBA from Villanova University and is a Certified Public Accountant and member of National Association of Corporate Directors (NACD.DC).

 2:45PM - Presentation - "Solution Engine Inside Higher Education"

Amir Ansari - xFoundry@UMD &XPRIZE

Amir is the Co-Founder and Inaugural Executive Director of the IDEA Factory at the University of Maryland and is responsible for leading a multi-million-dollar initiative that promotes innovation, collaboration, creativity, entrepreneurship, and interdisciplinary design.  This initiative aims to help address society's grand challenges and provide the skills and experiences necessary for effective problem-solving.

He is the Founder and General Partner of VaticX, a global hybrid accelerator that optimizes value creation for growth-stage technology-based companies by providing them with market access, mentorship, monetization expertise, and access to capital.  In addition, Amir serves on the board of leading-edge companies in Artificial Intelligence, Web 3.0, and Crypto Technologies. 

Amir started his career in telecommunications as the Co-Founder and CTO of telecom technologies inc, the pioneering developer of Voice Over IP technologies that dramatically reduced the cost of telephone calls and became the key technology innovation for telecom operators in the late 1990s.  After the acquisition of telecom technologies by Sonus Networks in 2001, Amir Co-Founded and was the CTO of Prodea Systems, a groundbreaking developer of Internet of Things services and technologies.

As an inventor, Amir holds over 60 US and foreign patents in multimedia distribution, data privacy, edge computing, and Voice Over IP.  These patents are used in popular consumer products such as media streaming devices, smart-home solutions, smart speakers, elder care systems, smart buildings, and connected cars.  Additionally, his patents also help define how users can maintain control over the privacy and safety of their data while benefiting from the capabilities of smart devices.

Amir is actively involved with several non-profit organizations that strive for social development and a more sustainable environment.  He serves on the Board of Directors of the XPPRIZE foundation and is a member of the XPRIZE Foundation's Vision Circle.  Together with his family, he was a title sponsor for the Ansari XPRIZE, a $10 million cash award for the first non-governmental organization to launch a reusable crewed spacecraft into space twice within two weeks.

 2:55PM - Panel - "Food 2.0 Landscape and Innovation"

Matt Slaughter - Alimento Capital

Matt is a partner and co-founder of Alimento Capital, an early stage growth investment firm focused on technology investments in the agriculture and food sectors. 

Prior to Alimento Capital, he worked in finance with companies such as Ares Management, The Carlyle Group, Morgan Stanley, AIG and Jefferies.  

Additionally he founded a data aggregation business called Pulpfree, Inc which was acquired by Nielsen and rebranded Nielsen Buzzmetrics.  He is also a serial investor and mentor for early stage companies.  

He graduated from Georgetown University and currently lives in New York City.  

Rich Nespola - Working Lab Capital

Results oriented executive with a demonstrated track record of success and contribution to the bottom line. 20+ years of experience leading teams, directing strategic programs, developing products, managing clients, shaping executive level decisions, and re-engineering processes with a proven record of superior performance and increased responsibility.

Claire Smith - Beyond Impact Fund II

Claire Smith is a vegan fintech entrepreneur and impact investor who currently splits her time between Ireland and Switzerland. She founded the humane investment platform Beyond Investing, which designs cruelty-free programs in public equity markets and undertakes venture capital investment in vegan, plant-based and cruelty-free businesses through Beyond Impact. Beyond Investing created the US Vegan Climate Index, a stock index which screens out all animal exploitation and fossil fuel from a US market benchmark, listed as a tracker fund on the NYSE as the US Vegan Climate ETF (ticker: VEGN) in September 2019. Further indexes created are the Europe, Global and International Vegan Climate Indexes and Vegan World Index of small to midcap growth stocks targeted to the vegan theme. In 2018 she co-founded Beyond Animal, a networking and funding platform to accelerate the growth of the vegan economy, and is President of Beyond Cruelty Foundation, which campaigns for zero animal exploitation and funds safe havens for animals.

Claire received recognition as "Investment leader of the year" for her pioneering work in vegan investing by Environmental Finance in their 2022 Sustainable Investment Awards.

Phillip Alvarez, Ph.D. - Associate Director, Ventures and Partnerships - xFoundry@UMD

Combining his Ph.D. in Biophysics with his experience in startup research, development, and fundraising, Phillip is xFoundry’s head of strategic partnerships, special projects, and all things venture-related.

During and after his Ph.D., Phillip worked in startup accelerator and consulting settings where he helped found companies, raise over $500,000 in funding, and develop cutting edge innovations in medical, manufacturing, and agriculture sectors. Today, Phillip orchestrates our partnership efforts across all units at UMD, as well as externally with companies and other universities. He also leads non-curricular strategic efforts, demonstrating important components of our core mission of multidisciplinary collaboration and innovation through organizing other competitions, faculty teams, research projects, and collaborative events with key experts on and off UMD’s campus.

Amir Ansari - xFoundry@UMD &XPRIZE

Amir is the Co-Founder and Inaugural Executive Director of the IDEA Factory at the University of Maryland and is responsible for leading a multi-million-dollar initiative that promotes innovation, collaboration, creativity, entrepreneurship, and interdisciplinary design.  This initiative aims to help address society's grand challenges and provide the skills and experiences necessary for effective problem-solving.

He is the Founder and General Partner of VaticX, a global hybrid accelerator that optimizes value creation for growth-stage technology-based companies by providing them with market access, mentorship, monetization expertise, and access to capital.  In addition, Amir serves on the board of leading-edge companies in Artificial Intelligence, Web 3.0, and Crypto Technologies. 

Amir started his career in telecommunications as the Co-Founder and CTO of telecom technologies inc, the pioneering developer of Voice Over IP technologies that dramatically reduced the cost of telephone calls and became the key technology innovation for telecom operators in the late 1990s.  After the acquisition of telecom technologies by Sonus Networks in 2001, Amir Co-Founded and was the CTO of Prodea Systems, a groundbreaking developer of Internet of Things services and technologies.

As an inventor, Amir holds over 60 US and foreign patents in multimedia distribution, data privacy, edge computing, and Voice Over IP.  These patents are used in popular consumer products such as media streaming devices, smart-home solutions, smart speakers, elder care systems, smart buildings, and connected cars.  Additionally, his patents also help define how users can maintain control over the privacy and safety of their data while benefiting from the capabilities of smart devices.

Amir is actively involved with several non-profit organizations that strive for social development and a more sustainable environment.  He serves on the Board of Directors of the XPPRIZE foundation and is a member of the XPRIZE Foundation's Vision Circle.  Together with his family, he was a title sponsor for the Ansari XPRIZE, a $10 million cash award for the first non-governmental organization to launch a reusable crewed spacecraft into space twice within two weeks.

 3:15PM - BREAKOUT SESSIONS - George Washington Room

4 Topics:

Biotech

Consumer Products

Medical Devices

Software

 3:45PM - Networking Break

Please enjoy coffee, tea, and other refreshments while networking with your fellow attendees.

 4:15PM - Curated Companies - Information Sessions

DNA Vibe - Perry Kamel (dnavibe.com)

Leonie Health - Elena Medo (leoniehealth.com)

Egal - Penny Finnie (padsonaroll.com)

No Offer or Solicitation. This information in this communication and provided at the conference is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus. This registration does not constitute an offer or solicitation with respect to the purchase or sale of any security in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation.

4:45PM - Fireside Chat - "Hidden Benefits for Investors in the Inflation Reduction Act”

TAZ SINGH - corporate tax incentives (cti)

Taz is the founding member of CTI and has over 20 years of experience in tax and business incentives. Starting the business in Sacramento California, he has grown the business from a local specialty tax firm into a multi-million dollar specialty tax practice with a nationwide presence. Having expanded the firm's services over the years, CTI focuses exclusively on business incentives with a focus on the opportunities that exist when companies make investments in the form of hiring and training employees, making capital investment and conducting research and development activities. CTI's core services are the Work Opportunity Tax Credit, Research and Development Tax Credit Studies and Cost Segregation but captures various statutory and discretionary incentives across the country with its comprehensive approach to capturing business incentives. Taz has led the business with a high degree of customer service and a commitment to providing value to its clients at a fair price. By implementing an audit-oriented approach to tax projects supported by tax technical expertise, Taz has helped CTI become a leader in providing tax specialty services to CPAs and directly to businesses.

Prior to establishing CTI, Taz worked for Deloitte as a Tax Associate and as a Tax Auditor with the California Franchise Tax Board where he was part of key teams setting audit policies on auditing tax credits and was the co-author of the R&D audit guide. Taz holds a Bachelor's degree in Accounting from California State University, San Francisco and is a licensed CPA in the state of California.

Adam cARVER - bitgreen

CEO and Cofounder at Bitgreen. We build pioneering products that unlock the $500 billion Inflation Reduction Act. Our clients include corporations, asset managers, private equity and individuals seeking market leading solutions for tax mitigation, tax strategy, renewable energy finance, carbon strategy, and environmental investing. We are leaders in developing technology that furthers compliance and accessibility into the exponentially growing marketplaces for carbon, solar, investment tax credits, biofuel, and even blockchain. Bitgreen and our strategy is informed by a deep understanding of regulated markets coupled with a skillful focus on wealth preservation and the needs of enterprise clients.

No Offer or Solicitation. This information in this communication and provided at the conference is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus. This registration does not constitute an offer or solicitation with respect to the purchase or sale of any security in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation.

 5PM - Panel Discussion - "Healthcare - Using Technology and AI to Treat Patients"

Shubhra Jain - Tarsadia Investments

Dr. Jain leads the firm’s venture and growth equity investments in health-tech. With her experience as a Physician and her passion for leveraging technology in healthcare, she loves working with founders building businesses to enable and build a more equitable, affordable and effective healthcare ecosystem.

Prior to Tarsadia, Dr. Jain built and led a healthcare investment practice at Cota Capital where she invested in businesses like Berkeley Lights, Zymergen and Mission Bio. She also has operating experience leading product development and launch at a health-tech startup.

Dr. Jain is a Primary Care Physician by background. She also has her M.S. in Engineering from Stanford School of Engineering and her MBA from The Wharton School.

 Stephen Shaya, M.D. - Akkad Ventures

Stephen Shaya, M.D.'s journey has been one of service instilled by his Iraqi Christian upbringing. He graduated from Birmingham Brother Rice High School Summa Cum Laude was awarded a Merit Scholarship to attend Wayne State University. Dr. Shaya won many leadership awards, including the Outstanding Student Leader in 1991, and became a Howard Hughes Medical Institute Grant Awardee. He served on the Wayne State University Board of Governors from 1991 to 1993 and then attended Wayne State Medical School graduating in 1996. Dr. Shaya subsequently trained in Family Practice and then did a fellowship in Occupational and Environmental Health. Since 2004, Dr. Shaya has been the Executive Servant Leader at J & B Medical which is a privately held global health care consortium. Founded in 1996, Stephen worked closely with his family to start eighteen different business enterprises with customers all globally. Many describe him as an "intrapreneur", someone who behaves as an entrepreneur within a large organization. Dr. Shaya's efforts have received many recognitions, including the 2015 Global Distinguished Health Care Award from the Center of Economic and Leadership Development, and a United States Congressional Commendation. In addition, Dr. Shaya received the Global Medical Innovation and Leadership Award on August 19, 2016, presented at the UN along with a commendation from the New York State Senate. May of 2021, Dr. Shaya was presented with a Vatican Pontifical Hero Award given to individuals who through generosity, compassion, wisdom, and leadership. He was named to the International Council at Harvard's Kennedy School Belfer Center for Science and International Affairs. January 30, 2022, Dr. Shaya spoke at the World Expo in Dubai on how to reimagine the global medical supply chain. June 2022, he was awarded the Presidential Leadership Award and Presidential Gold Medal by the FBI's Citizen's Academy. May of 2023, the Shaya Family received the Order of Charity from Ascension Health for their lifelong devotion to serving their community. July 2023, Dr. Shaya was awarded American Association of Physicians of Indian Origin (“AAPI”) Presidential Healthcare Leadership Award for Revolutionizing Healthcare Delivery. The Shaya Family was awarded the Presidential Leadership Award in June of 2024 to supporting community partnerships to engage, educate, and empower the nations’ youth. At every turn, he demonstrates his grandmother's favorite phrase, which was from Mother Teresa. "Not all of us can do great things. But we can do small things with great love."

Charlie Finnie - Awareness Capital

Over 30 years' experience in venture capital and the public capital markets. Proven track record of early investments in emerging sectors such as Digital Media (1989), Consumer and B2B Internet (first investment: 1990), Renewable Energy (first investment 2004), Artificial Intelligence (first investment 2010), Cannabis-based Health and Wellness (first investment: 2015), Psychedelics-based therapies for mental health (first investment: 2019).

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