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121 PRIVATE INVESTOR SUMMIT

SAN FRANCISCO - JULY 25, 2019

For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done.

LOG IN TO YOUR CHARTER MEMBER PORTAL EXAMPLE: USERNAME: JohnDoe (case sensitive) PASSWORD: Doe (case sensitive) 121

The Private Club With 1,750 Registered Investors & 25 Live Events a Year

Largest Global Association of Registered Family Offices Bestselling Family Office Book out of Family Office Podcast 46 50 100+ # Most-Visited Family Office Website of the Top 50 Family Offices are Registered Conferences 1 U.S. Family Office Conference Series as Members of the Family Office Club Hosted 25+ 115,000+ 1million+ Signed Agreements With Families Worth 421,000 Members in our 42 LinkedIn Groups Focused Email opt-ins Members in the Family on Real Estate, , Office Club LinkedIn Group $100M+ , M&A

best selling books about family offices 25 live events

MIAMI NEW YORK SINGAPORE

FAMILY OFFICE BENCHMARK STUDY HOW TO LEVERAGE ON DIRECT INVESTMENTS THE FAMILY OFFICE CLUB

$500K - $5M Size Investments Industry-Leading U.S. Family Office Conference Series $100M+ Size Investments Single Family Office Formation, Management, & Portfolio Construction

$25M - $100M Size Investments Capital Raising Workshops & Investor Relations Support Solutions

$10M - $25M Size Investments Over 350 Recorded Investor Interviews & Accredited Courses $5M - $10M Size Investments Family Office & Lead Directories

305.503.9077 [email protected] www.FamilyOffices.com PRIVATE INVESTOR SUMMIT

Dear Colleague, Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers.

We welcome you to our 121st conference, the Private Investor Summit San Francisco at the Hyatt Regency San Francisco. The Private Investor Summit is your chance to network with 30+ family office and private investor speakers (and many more in attendance).

None of our speakers are paid to speak, they are here today to make meaningful connections, source , identify new fund managers or sponsors, and keep on top of the best practices in their industry. We hope that you leave today with a few valuable contacts, but also a broadened perspective after hearing from the top industry investors on stage in a single day.

In addition to the Private Investor Summit , we are hosting the following family office conferences & investor relations workshops throughout the rest of the year:

INVESTMENT PITCH PREP August 1st Miami PRIVATE INVESTOR SUMMIT September 24TH New York FAMILY OFFICE FUNDAMENTALS October 15th Miami REAL ESTATE SUMMIT October 29th Dallas FAMILY OFFICE FUNDAMENTALS November - TBD Singapore SUPER SUMMIT December - TBD Miami

WHO WILL BE SPEAKING TODAY: We are dedicated to featuring top institutional investors and family offices presenting on the most pressing topics, from allocation strategies, risk management, best practices for guarding and how to best approach family offices to get a deal done.

WHO WILL BE ATTENDING TODAY: Our conferences attract institutional investors, family office executives, real estate investment professionals, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants.

Richard C. Wilson Founder & CEO The Family Office Club 305.503.9077 328 Crandon Blvd. Suite 225, Key Biscayne, FL 33149

PRIVATE INVESTOR SUMMIT 3 Charter Members can enjoy countless free resources through the + Family Office Club. Below we have put together a list of just some of the 100 benefits available to you. For a full list of amenities, please visit RESOURCES FamilyOffices.com/Association. FOR CHARTER Current Charter Members can access these benefits by logging MEMBERS in to the Charter Portal FamilyOffices.com/Login

ACCESS TO ALL EVENTS EXCLUSIVE MEMBER CAPITAL RAISING CATALYST - 2019 ONLY BENEFITS Dallas The Family O ce 100 database Firm listed in the family o ce club pages New York 50% discount on databases San Francisco Family O ce monthly subscription Toronto Discounted conference partnership opportunities London Past family o ce club event recordings INVESTOR INFLUENCE - 2019 Marketing materials feedback from richard wilson Miami Posting abilities on the 108,000 member Family O ce Club on Linkedin Chicago Dallas HOURS OF AUDIO INTERVIEWS SINGLE FAMILY OFFICE SUMMIT - 2019 30+ THROUGH THE QFOP PROGRAM New York Mike Connor – Consolidated Investment Group INVESTMENT PITCH PREP WORKSHOP - Evan Cooperman – Artemis Wealth Advisors 2019 Avi Gelboim – Scher Capital Management San Francisco Lukas Dorig – Marcuard Family O ce New York Thomas Handler – Handler Thayer, LLP Miami Matthew Andrade – Kinnear Financial PRIVATE INVESTOR SUMMIT - 2019 Elizabeth Hammock – CM Capital Corporation Chicago Ruth Robinson – Boston Family O ce Management London David Thomas – Equitas Dallas Charles Grace – Ashbridge San Francisco Jared Hendler – Bajaj Family O ce New York Je Colin – Baker Street Advisors CAPITAL CON - 2019 Peter Schuppli – CottonField Family O ce New York Paul Tramontano - Constellation Wealth Advisors REAL ESTATE SUMMIT - 2019 Rogerio Bastos – FinPlan Family O ce Dallas Greg Kushner – Lido Advisors, LLC FAMILY OFFICE FUNDAMENTALS - 2019 Marc Furtherlane – Further Lane Family O ce Singapore Bob Benson – Laird Norton Tyee Miami John Gryzmala – Itec Family O ce SUPER SUMMIT - 2019 Brian Hughes – Threshold Group Miami Andrew Hector – Candor Financial Management Eric Bennett – Tolleson

PRIVATE INVESTOR SUMMIT 4 COMPLIMENTARY ACCESS TO LIBRARY OF 5 BOOK DOWNLOADS PODCASTS INCLUDING How to start a family o ce: blueprints for setting up 8 billion dollar deal sourcing strategy your single family o ce Investing in royalties The single family o ce: creating, operating & Multifamily syndicate managing investments of a single family o ce Forgetting your business lane Capital Raising book Why only have 15 seconds to pitch Speed of implementation investors Family o ce database user guide Forget about making money, its more protable Why you need a family o ce ACCESS TO THE LIBRARY OF PAST 5 types of fund investors AND FUTURE LIVE WEBINARS +100’s more podcasts

How to build your deal ow pipeline ACCESS TO Building a family o ce network: how to raise capital & TRAINING PROGRAMS partner with single & multi-family o ces Financial analyst specialist certication (fasc) Creating a single family o ce: compass creation, talent Certied investment banking associate (ciba) sourcing, service providers & pitfalls Certied nancial modeling specialist (cfms) Single family o ce industry & investment fundamentals: Certied private equity professional (cpep) a 5,000 ft. Overview of the thriving sfo industry Certied business broker (cbb) Family o ce investing priorities: a 90-minute overview Qualied family o ce professional (qfop) of trends, objectives, & case studies Certied investment banking associate (ciba) Capital raising fundamentals: fundamentals, Certied business management expert (cbme) automation, & how to consistently attract investors Certied professional (chp) Direct investing, co-investing & club deals: a discussion + many more training programs at a discounted price with Julia Corelli, partner at Pepper Hamilton Seeking capital from private equity: with guests Thomas D’Ovidio and Noah Rosenfarb, CPA ACCESS TO Capital raising strategies for emerging managers with HUNDREDS OF VIDEOS under $100M in AUM Hidden dangers of running a single family o ce Billionaire wealth management & $1B+ single family o ces Family o ce eet management Co-investing lessons from the trenches: nding, Why centimillionaires need single family o ces structuring, and syndicating Three phrases of setting up a new single family o ce & pre-ipo nancing Smart family o ce money Top 25 capital raising strategies to attract investors Family o ce direct investments Family o ce real estate investing The dierence between a holding company and a family o ce Family o ce marketing and public relations What is a family business? Raising capital & funding deals What impacts lower mid-market deals? Angel investing strategies Family o ce public relations The new single family o ce industry If you have any questions about Charter Member Securing royalties while acquiring equity stakes resources or need help navigating through the London family o ces numerous benefits, please contact Attracting deal ow and talent as a single family o ce Jennifer Velasquez at [email protected] What is a single family o ce? or by calling 305.420.5534. Top single family o ces How to get a family o ce job Family o ce business models PRIVATE INVESTOR SUMMIT 5 Finding the Top 1% Cannabis Entrepreneur Outliers and Infusing Smart Capital, Operational Strategy and Support, and Purpose-Driven Leadership for Explosive Growth

Happiness | Integrity | Leadership | Helping Others | Family

THE OPPORTUNITY OUR TEAM Industry is Explosive Amazing Entrepreneurs Need Funding Excellence-driven professionals with INVESTORS BUSINESSES a proven track record of helping Seeking the opportunity in the Seeking capital, product development, entrepreneurs attain sustainable success Global cannabis market. marketing and operational practices. while guiding investors to thoughtfully place capital in the cannabis space. ? ? In 2019 Next 5 years, PE + VC CAPITAL $14.9B Sales $40B sales MARKETS Source: BDS Analytics 7th Edition State of Cannabis Markets

FEDERALLY ILLEGAL Currently keeps banks and other interested investors away from the space Colin Lake Michael Scott THE CHALLENGE EXECUTION RISK CEO Chairman & Average small business fails between 5-10 years Co-founder 90% of startups fail in 18 months MARIJUANA LEGAL STOCKS (MLS) ETF lost ⅓ of its value in less than 6 weeks ROADMAP TO SUCCESS

Incubation Phase 1 Phase 2

SEED AND STABILITY + EXPLOSIVE Michael Collette Dan McCarthy CONCEPT DEVELOPMENT INCOME GROWTH Co-founder Director of BORN Research and develop Higher yield/lower risk Sector agnostic projects Communications team strategy and strategies THC Infused Bevs MAY build out for patents Real Estate Alcohol-mimicked branding 2018

INVESTMENT OFFERINGS

CANNABIS INDUSTRY DISTINCT INVESTMENT VERTICALS ACTIVELY INVESTING 2 OPPORTUNITIES Sequoia Johnson Tania Boardman Technology $10-20 M Diversifi ed Holding Company (CP) Business Analyst Operations Manager Dispensaries $20-30 M SPV Direct Investment Minimum Investment $100,000 RAISE Cultivations $10 M SPECIFICS CONTACT US Equipment Lease $30 M DISTINCT SOURCES $150 M Product Lines $20-30 M 2 OF INCOME OVER 18 RE & Equipment Yield www.cannapreneurpartners.com MONTHS Real Estate $20-30 M Appreciation of Investment *Projected portfolio SPV [email protected] FOUNDER SHARES $65 Million Valuation @ 50% discount

• 1.6% Ownership of Company 508.439.4333 $1M • Targeted 10% dividend Minimum Westboro Executive Park Investment • Right of First Refusal for investment on SPV Investments 110 Turnpike Rd., Suite 114 • Observer Rights on Board (4x/yr) Westborough, MA 01581 PRIVATE INVESTOR SUMMIT 9 WITH OURCALL PITCH OR SET DECK AN APPOINTMENT DIRECTOR TODAY PitchDecks [email protected] By Family Office Club Are Your Materials Hurting Your Capital Raise? 01 INVESTOR POSITIONING Before engaging: complete a survey and we schedule an on-boarding phone call to review your priorities, timeline, investor targets, investor objections, and key 02 ELEVATOR PITCH points of differentiation. We take your target investor focus, your position against competitors, and help craft a crystal clear one-liner on why investors should take your call or meeting. 03 BRAND DEVELOPMENT Our team takes your target investor set and positioning into consideration to drive home what matters most with your logo 04 PITCH DECK and branding. We follow our proven process to produce a 12 page pitch deck which helps de-risk the decision to invest with your story, your unique value-add process shown visually, tangible evidence of credibility, and an overview of your leadership team. 05 WEBSITE Using raw materials created while crafting your pitch deck we will create your SEO optimized website and social media channels. 06 ONE-PAGER This condensed overview of your offering is critical and often missed, it helps give investors a 10,000 foot view of your offer. 07 INVESTOR CONNECTIONS We help you connect with more investors through our platform of 24 live events per year, quarterly review & analysis of your capital raising progress, capital raising certification program, capital raising book, and investor directories.

YOUR INVESTOR RELATIONS MARKETING AGENCY Our team has produced over 200 assets with a laser focus on those who are raising capital. Get a more simple production of every investor relations marketing material piece you need, in less time, at a lower cost. While other graphic designers could piece together parts of the puzzle and do their best to follow your instructions, most have no experience raising capital or working with investors on daily basis. Our team is fully equipped to provide insights on how to de-risk your investment proposition, advise you on the right use of words to attract investors, and ensure you don't sound like everyone else in the investment marketplace.

www.PitchDecks.com 328 Crandon Blvd. Suite 225, Key Biscayne, FL 33129 I 305.503.9077 PRIVATE AGENDA INVESTOR SUMMIT

TIME TOPIC 10:00am - 10:15am Opening Remarks Richard C. Wilson - The Family Office Club How High?: The Three Reasons to Make 10:15am - 10:30am Colin Lake & Michael Scott - Cannapreneur Partners a Private Placement in Cannabis Today

10:30am - 10:45am Advanced Tax Saving Strategies for 2019 David Babinski, TrueNorth

10:45am - 11:20am Panel #1 - Private investor headaches - Panel Moderator: Andres Ospina - The Family Office Club A discussion on the top problems, time wasters, Oleg Koujikov, and frustrations of active private Leo Patching, Angel Investor investors? John Murray, Ashish Bhatia, Angel Investor Mike Lewis, Branded Expert Publishing Sriram Krishnan, Seed Investor

11:20am - 11:55am Panel #2 – What makes a spin-out and an Panel Moderator: Richard C. Wilson - The Family Office Club emerging manager attractive to investors? Masha Drokova, Angel Investor Darren Kaplan, The Last Ninety Charlie Liu, Angel Investor David Mes, Wharton Alumni Angels of Sillicone Valley Urvashi Bhagat, Angel Investor

Panel #3 - Resilient real estate investment Panel Moderator: Andres Ospina - The Family Office Club 11:55am - 12:30pm strategies - a discussion of strategies that are Fadi Ephtimios, Group RMC built to survive a down turn Letitia Berbaum, Wealth Advisor Vasco Noya Di Lannoy Evan Renov, Arieli Capital / Beachwood

12:30am - 1:30am Lunch

1:30pm - 1:45pm The Anatomy of a Secondary Transaction into Matt Oguz - Iris Family Office a PreIPO Tech Unicorn

1:45pm - 2:00pm Life Science Impact Investments: Dr. Christian Apfel - SageMedic Corp An Often Overlooked Opportunity for Family Offices

2:00pm - 2:35pm Panel #4 - Closing deals with wealth advisors Panel Moderator: Andres Ospina - The Family Office Club & multi-family offices - best practices and case Randy Abeles, RSM studies of what works Gary Post, Andina Family Offices John Rice, KeatsConnelly Phil Jeudy, Corporate Venture Jake Block, Deutsche Wealth Management Daniel Damond, Columbia Pacific

Panel #5 - Sourcing high income, debt, lending, Panel Moderator: Richard C. Wilson - The Family Office Club David Backens, Merus Advisors 2:35am - 3:10pm and royalty deals - examples of what is working today and often overlooked Che Voigt, North Bay Angels Alan Snyder, Shinnecock Carl Wescott, Private Investor

PRIVATE INVESTOR SUMMIT 8 PRIVATE AGENDA INVESTOR SUMMIT

TIME TOPIC

Panel #6 - Conducting due diligence and Panel Moderator: Dr. Christian Apfel - SageMedic Corp 3:10pm - 3:45pm identifying the best managers in relatively new Jake Ryan, Angel List areas of investment such as blockchain, cannabis, Nikolai Oreshkin, Angel Investor opportunity zones, etc. Shao-Hau (Nick) Wu, Angel Investor Ryan Zurrer, Private Investor Manny Fernandez, DreamFunded

3:45pm - 4:20pm Panel #7 - Pitch Me: Investors want deal flow but Panel Moderator: Richard C. Wilson - The Family Office Club can't respondto everyone, find out what makes Amrit Saxena, Angel Investor the difference directly from investors Dan Galvanoni, DPG Investments LLC Jeff Wallace, Angel Investor Kevin Colas, OceanIQ Capital Ajay Khatri, Johnson & Johnson Nikhaar Shah, Family Office

4:20pm - 4:30pm Closing Remarks Richard C. Wilson - The Family Office Club

4:30pm - 5:30pm Cocktail Reception

PRIVATE INVESTOR SUMMIT 9 PRIVATE SPEAKERS INVESTOR SUMMIT

David Babinski - TrueNorth

David P Babinski has 25 years’ experience in investment advisory and capital raising. He has raised in excess of $250,000,000 for real estate and programs with HNW Individuals and Family Offices. Mr. Babinski has extensive experience with real estate syndications, Private Placements, co-investment structures, as well as advanced tax planning strategies. Mr. Babinski not only brings his extensive knowledge of private, direct and alternative investments but also his experience owning and managing entrepreneurial companies.

He has previously built a successful financial advisory firm that was sold to a NYSE traded company and also developed franchise territories with Industry innovators like 1-800-GOT-JUNK and Mr. Handyman.

He was a long time member of YEO (Young Entrepreneur’s Organization) and a 2005 graduate of their BOG (Birthing of Giants) Program. The Birthing of Giants is a very competitive, limited enrollment 3 year Entrepreneurial Executive Leadership Program held at Massachusetts Institute of Technology (MIT). This program has exposed Mr. Babinski to some of the most cutting-edge business methods as well as established his network with industry leaders.

Fadi Ephtimios - Group RMC

A consistently high achiever with over 20 years experience in the Financial Industry, Fadi Ephtimios has demonstrated leadership in delivering the best possible service for his valued clients. Fadi joined Richardson GMP in 2015 to bring clients a wider universe of investment options and greater transparency regarding costs and reporting. Careful assessment of an investor’s risk tolerance and return objectives, allows Fadi and his team to build and monitor a solid investment plan in order for clients to expect a more predictable result. Over the past 15 years, Fadi has co-invested alongside the principals of Group RMC in real estate properties in Canada and the US.

Randy Abeles - RSM

Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. Randy uses his knowledge as an individual tax specialist combined with his background in all areas of alternative investments to help family offices with direct investing decisions. Randy’s expertise also includes working with family offices in the areas of creation, restructuring and gover- nance. Randy is a frequent speaker at family office organizations and for the AICPA.

Michael Scott - Cannaprenuer Partners

Michael Scott is an entrepreneur, family man, and martial artist with a passion for life. During Michael’s two-decade career in Wealth Management, he became one of the youngest top 1% ranked advisors at Ameriprise Financial.

Michael’s professional focus has now shifted to the cannabis industry. Michael’s been instrumental in bringing cannabis companies from pitch deck to nine-figure valuations with the infusion of smart capital, strategy, and purpose-driven leadership. He’s the Chairman and Co-founder of Cannapreneur Partners, the exclusive provider of cannabis investments for the FOC. Michael has developed an extensive lead in replicating “Shark Tank” in cannabis for the Boston area.

PRIVATE INVESTOR SUMMIT 10 PRIVATE SPEAKERS INVESTOR SUMMIT

C Mike Lewis - Branded Expert Press

Mike Lewis has created and published over 800 best-selling authors, published over a dozen of his own bestselling books, has 40+ years of experience in marketing, sales, speaking, and coaching, and previously owned and was CEO of a $100,000,000 company. Mike’s passion is for turning the real-world experiences of successful entrepreneurs, CEOs, and seasoned business experts into best-selling printed books, and positively impacting their lives. Successful organizations realize that offering a remarkable product with a great story is more important and more profitable than doing what everyone else is doing a bit better. Seth Godi

Colin Lake - Cannaprenuer Partners

Colin Lake serves at CEO of Cannapreneur Partners. An accomplished chief executive and business leader with over 21 years in the field, Lake regularly leverages his deep market and industry experience to lead organizations to financial and operational excellence. Lake has spent extensive time helping business owners solve for their three most critical factors: finding a better balance, creating efficiency in their life and business, and reaching for goals they never thought possible. Previously Lake served as Head of Sales for RS Investments from 2008 to 2016, and lead The Hartford and Group for 13+ years.

Chris Apfel - SAGEMEDIC

Chris Apfel, MD, PhD, MBA is the President, CEO, and Chairman of SageMedic Corp. Several of Dr. Apfel's family members were touched by cancer, leading him to found SageMedic to provide actionable information for the millions of cancer patients where genomic testing fails. Prior to starting SageMedic, he was a professor at UCSF, led the Clinical Research Core and he is recognized as an international authority on designing, conducting, and publishing high quality clinical trials with thousands of patients, changing medical practice with over 100 peer-reviewed publications. Most notably, he developed the “Apfel Score,” a standard tool that is now used in clinical practice world-wide. Dr. Apfel is a licensed physician in California with 20+ years of clinical experience in anesthesiology, critical care medicine, and emergency medicine. He received his MD and his doctoral degree in medical sciences from Justus-Liebig-Universität Giessen, Germany, and his MBA from The Wharton School of Business, University of Pennsylvania.

Ashish Bhatia - Angel Investor

Ashish Bhatia was a founding engineer on Google's Android app scanning team, externally, known as Google Bouncer, started in 2010. He was part of Morta , a 10-person security startup acquired by Palo Alto Networks in 2013. He worked as a Software Engineer focused on Android at WhatsApp, Facebook's Messenger team, and Instagram Emerging Markets team. His work experience puts him in a unique understanding of designing and building products for the mobile-first world. Nowadays, He is working at a cryptocurrency startup. He owns three patents in the area of mobile security and social media which have been covered by some major international publications. Some of his security-related blog posts have received major recognition. And his works at WhatsApp was presented at "Google I/O 2016 conference" and was covered by major publications. He maintains a GitHub repo on Android security which is considered the most comprehensive repository on Android security.

He has made angel investments in 10+ companies since 2014. IntelliVision, acquired by Nortek. Authy, acquired by Twilio. Cirrosecure, acquired by Palo Alto Networks. Minjar, acquired by Nutanix. MakeLeaps acquired by Ricoh. Strikedeck acquired by Medallia. He is part of Board of Advisors of Joveo as a technical advisor. He blogs about security, books, and programming at https://ashishb.net.

PRIVATE INVESTOR SUMMIT 11 PRIVATE SPEAKERS INVESTOR SUMMIT

David J Backens - Merus Advisors

David joined Certis in 2005 and is the Senior Analyst at the firm. He is a member of the investment committee and works in tandem with the Portfolio Director to manage and execute the analytical work performed at Certis. David holds direct responsibility for sourcing and monitoring investments. He received his CFA charter in 2016 and is a member of the CFA Institute. He also holds a Bachelor of Arts degree in both Business Economics and Philosophy from the University of California, Santa Barbara.

Manny Fernandez - DreamFunded

Manny Fernandez is a Stanford University educated angel investor, serial entrepreneur, and bestselling author featured on CNBC’s Make Me A Millionaire Inventor and the Oprah Winfrey Network. He has been successful investing in his own ideas as well as taking companies from startup to exit. Fernandez was named by Inc. Magazine as one of 33 entrepreneurs to watch in 2016. —In 2013, Fernandez founded SF Angels Group and has been an angel investor with TiE Angels since 2012. In 2014, he was named SF Angel Investor of the Year and received the Equity Leadership Award. In 2016, Menlo College Named Fernandez Silicon Valley Pioneer. Fernandez recently became a #1 bestselling author with his new book, How to Make Money Investing in Pre-IPO Stocks, which is available on Amazon. He is also the #14 Angel Investor to Follow on Twitter and has the #1 most viewed equity crowdfunding video on YouTube. He has been featured on main stream media including CNBC Squawk Box, Wall Street Journal, NBC, CNN Latino, Forbes, Inc. Magazine, Fox News and many more.

Oleg Koujikov - Transformation Ventures

Oleg brings over 15 years of institutional and corporate experience in Silicon Valley and abroad. He is a Co-Founder and Managing Partner at Transformation Ventures, an early stage VC firm that strives to partner with the iconic startups that drive the next phase of enterprise transformation leveraging Big Data, Advanced Analytics, Human-Machine Interaction and Digital-to-Physical Transfer technologies. His current investments include drchrono, Echopixel, import2 and Remote (ex-Weaved), while recent exits include Machinio, iodine, Sponsorhub, and OnFarm.

Leo Patching - Angel Investor

Craig Martin is the founder and president of a fee-only financial planning firm called The Family Wealth Executive and entrepreneur with a proven track record of building fast-growing businesses. Having held senior roles in private companies and plc’s, as well as founding a number of businesses, I have developed experience in a wide range of industries. I also regularly act as investor, non-exec and board advisor with a focus on driving strategy, performance, innovation and growth in both early stage and established businesses.

Daniel Damond - Columbia Pacific Wealth Management

Daniel has been a Partner and Relationship Manager at Columbia Pacific Wealth Management since 2017, when he opened the firm’s California division. He has nearly 20 years of experience advising high net worth families, family offices and endowments. Prior to joining Columbia Pacific as a Relationship Manager, Daniel was a Managing Director at JP Morgan and a Senior Vice President at UBS. A former corporate finance attorney, he spends considerable focus on helping clients coordinate tax, trust and estate planning strategies with their investment activities. PRIVATE INVESTOR SUMMIT 12 PRIVATE SPEAKERS INVESTOR SUMMIT

Gary Post - Andina Family Offices

Gary M. Post | Investment Partner, Private Equity Gary manages the private equity/venture capital portfolios of Andina clients through independent operations known as The K Fund, LP and The K Fund II, LP. He also participates in Andina’s new client development efforts and in the initial introductions and evaluations of potential investment managers for Andina across a wide spectrum of asset classes. Gary has over 25 years of experience in private and public company investing, management, and corporate finance. At McKinsey and Company, he advised and represented well-known family-controlled European businesses seeking minority investments in US operating companies and later represented a group of offshore families in US private equity investing at Ambient, Ltd.

Gary has also held senior positions with several investment banking companies including Drexel Burnham Lambert, Kidder Peabody, Howard & Zukin and Ambient Capital, a broker-dealer firm he co-founded. In addition, he has served as CEO, COO and board member at several private and public companies.

Amrit Saxena - SaxeCap

I specialize in AI-based product and business development. In this vein, I am presently building SaxeCap, an AI IP development and investment firm, and I am also an active angel investor in AI & enterprise software companies. Shoot me a note at [email protected] if you’re interested in learning more.

I've founded startups in the AI, recruiting, and retail spaces and have scaled companies from 0 to $100M in valuation, built teams from 0 to 50 people, sold a company, and acquired a company. The last of these companies, Stella.ai, is a talent sourcing automation company working with 150+ large enterprises and 15% of the Fortune 500, and I led our technology (engineering, data science, product) and operations (BD/partnerships, hiring, integrations) efforts. Prior to that I founded Fancy That, a retail AI company that sought to make the brick-and-mortar operations of apparel retailers more efficient and was acquired by Palantir. Before startups, I worked at Bain & Company, Groupon, American Express, MIT, Stanford's AI Lab, and End-to-End Analytics.

Daniel P. Galvanoni - DPG Investments LLC

Daniel currently serves actively as a Chairman of the Board in his capacity with DPG Investments LLC, Spring Tree Holding, LLC, Spring Tree Lending, LLC, and Spring Tree Financial, LLC. Mr. Galvanoni is also an active board member with regards to Exodus Road (a non-profit dedicated and focused on saving/rescuing children out of sex slavery globally.)

In addition, Mr. Galvanoni assists in managing portfolio investments and operating partnerships, which the firm strategically holds, and exits. DPG is active, managing over 30 operating private partnerships and portfolio investments/interests in which Mr. Galvanoni takes an active role by adding strategic value to DPG positions in its portfolio on an annual basis. Prior to starting his own firm Dan was an associate at a money center bank. Following the sale of a major global mobile wireless hand held (Bar Code Readers) computing conglomerate Telxon Corporation and affiliates in which the Galvanoni Family held significant interest, the family then formed Wesselink & Galvanoni Holdings LLC. Wesselink & Galvanoni Holdings LLC, a private family investment office, began its deployment of capital into international and domestic real estate development projects, early/mid stage private equity companies, and various early stage technology investments. Mr. Galvanoni graduated from Fairfield University, in Fairfield Connecticut

PRIVATE INVESTOR SUMMIT 13 PRIVATE SPEAKERS INVESTOR SUMMIT

Letitia Berbaum, AIF - Optivest

Letitia Berbaum is dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Often referred to as the “voice of reason,” Letitia enjoys educating clients on the tools and resources that can be implemented to work toward a rewarding outcome and long-term benefits. She finds great purpose and fulfillment in her chosen career; being able to empower others with essential insight for making educated decisions that directly impact her clients’ futures and helping work towards their goals is priceless. Prior to joining the seasoned team at Optivest Wealth Management, Letitia served as a Financial Advisor at LPL Financial and . During her tenure in her previous roles, she developed a multi-faceted skillset that adds value and strength to her role today within Optivest. A graduate from California State University, Fullerton with a B.S. in Business Administration and a concentration in Finance, she is also an active member of local and philanthropic communities. Letitia currently serves on the Council of the Orange County United Way Emerging Leaders and is a member of the Orange County United Way Women’s Leadership Council in addition to supporting causes such as cancer research, children’s education and local poverty. Letitia has earned her AIF designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses. A proud mother of two, in her free time she enjoys spending time with her husband and kids while exploring new places via travel.

Jake Ryan - Tradecraft Capital

Jake Ryan is a crypto fund manager and a tech angel investor. He brings over 20 years of professional experience in software technology to world of crypto asset investing in his role as GP of Tradecraft Capital. Prior to Tradecraft, he started the Venice Consulting Group (VCG), a custom application development firm with some notable clients that include: American Express, California Endowment, FOX Sports, Houlihan Lokey, Lexus & SAG-AFTRA.

Jake is also an angel investor and startup advisor to several venture-backed startups. He’s a mentor at Mucker Capital and a strategic advisor at Diversis Capital, a private equity firm. He focuses his angel investment into areas he knows – artificial intelligence, machine learning, fintech and blockchain. He is also an advisor to 3 venture-backed AI startups. In addition, Jake writes long-form content where he breaks down ideas in crypto and startup investing. He is a top writer on investing, economics and cryptocurrency on Medium, the Ascent and Hacker Noon.

Jake earned a BS in computer science from the University of Texas at Austin. He is a 1st author of scientific research in the field of applying artificial intelligence to network security. Mr. Ryan was the keynote speaker at two of the top AI conferences, AAAI & NIPS. He has published his work, “Intrusion Detection with Neural Networks”, which now has over 600 Google Scholar Citations.

Charlie Liu - Adyen

Charlie Liu is an angel investor and a Fintech professional at Adyen, where he is responsible for global payments strategy and analytics for major tech companies such as Facebook, Google, Netflix, and Uber. Formerly, Charlie was an economist at the team of Franklin Templeton Investments, responsible for sovereign credit research for some key emerging markets economies. Charlie Liu graduated from Carleton College and runs the San Francisco alumni association for Shanghai Foreign Language School.

PRIVATE INVESTOR SUMMIT 14 PRIVATE SPEAKERS INVESTOR SUMMIT

Jeff Wallace - Global Kinetics

Jeff Wallace is a long-time Silicon Valley, Bay Area resident who for many years has dedicated himself to serving the needs of companies, both locally and abroad, in their understanding of how to best deploy mobile technology and create an environment for innovation and disruption. Additionally, he consults with global startup ecosystems, including governments, corporations and startup accelerators/entrepreneurs, to help catalyze startup environments and to create a bridge for global startup entrepreneurs to Silicon Valley.

Jeff is President of Global Kinetics, a Bay Area based corporate advisor & market development partner to early-to-mid stage clients seeking to establish or expand operations within the U.S. He is co-founder of Silicon Valley in Your Pocket, an online platform allowing global entrepreneurs to access Silicon Valley content, coaching & connections as they build viable businesses. In addition, he is a Founding Investor, former President / Managing Partner of Batchery, a global incubator for seed stage startups. Jeff is a SkyAdvisor at UC Berkeley's startup incubator, SkyDeck, and an investor in SkyDeck Fund. He is also a member of the Berkeley Angel Network, an angel investment group comprised of alumni and faculty of UC Berkeley. He is a mentor to several startup accelerators where he advises early stage companies. He is an active angel investor. Previously, he worked for Cognizant as founder & Global Head for Mobility, IoT & UX practice areas. He is a frequent keynote speaker at global technology and startup conferences. Jeff earned a BA in Economics from Rutgers College & an MBA in Strategy, Entrepreneurship & Technology from UC Berkeley.

Masha Drokova - Angel Investor

In 2019 Masha was recognized in Forbes 30 Under 30. Masha entered the tech industry at Russian Quantum Center where she worked with Nobel Prize winners and prominent quantum physicists. Later Masha joined Runa Capital as PR Director and then she became Vice President of Communications at Acronis. Afterwards Masha launched her PR Studio which worked with companies like WeWork, Houzz, HotelTonight, Gett, and Toptal. Masha Drokova is the Founder of Day One Ventures, an early-stage venture fund leading startups' communications. Day One Ventures has invested in the likes of Superhuman, FutureFamily, DigitalGenius, Domuso, Atoms, CatalogDNA, Nebia and others.

John E. Rice - KeatsConnelly

John is the Chief Investment Officer at KeatsConnelly, a wealth management firm that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle. John is responsible for the strategic investment policy, research, and recommendations to all clients in the US and Canada. He oversees all investment related operations and communications and is chairperson of our US and Canadian Investment Committees.

John is Past President of the CFA Society of South Florida. He served four years on the board of CFA South Florida while working as a Senior Planner out of the firm’s Boynton Beach office. He also taught economics and quantitative analysis in the Chartered Financial Analyst® preparatory programs at Florida Atlantic University in Boca Raton, Florida. John currently works out of our Phoenix, Arizona office.

John Murray - Robertson Stephens

John Murray is a Principal and the Chief Business Development Officer at Robertson Stephens. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service and accelerate growth. John has over 25 years of experience in family office, venture capital and investment banking services.

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Darren Kaplan - The Last Ninety

Darren Kaplan is a Founder and Managing Partner of The Last90. Mr. Kaplan co-leads the firm’s investment process and is responsible for driving growth at the L90 portfolio companies. Prior to joining The Last90, Mr. Kaplan was the co-Founder and early-stage CEO of venture-backed hiQ Labs, the premier data science company for HR People Analytics. Mr. Kaplan also serves as a mentor at Alchemist and Acceleprise Accelerators. Mr. Kaplan graduated from The University of Miami and continues to study the impacts of the Future of Work at the Massachusetts Institute of Technology: MIT OpenCourseWare (Learner Program)

Shao-Hua Nick Wu - CW Corp

Shao-Hua (Nick) Wu is Research & Design Lead at CW Corp, a team of scientists and engineers working on full-3D projection in air. Wu is an enthusiastic researcher on nanophotonics/nanoelectronics with wide variety of experiences in different applications ranging from pure theoretical study to hand-on cleanroom fabrication and optical device prototyping.

Wu is the Founder and CEO of n3xt con, a nonprofit dedicated to programming that advances breakthrough dialogue in technology and entertainment. Wu is an angel investor actively seeking innovative ideas and startups. Wu holds a Masters and PhD in Electrical Engineering from USC Viterbi.

Phil Jeudy - Baywatch lab

Strategist, working at the cross of Organizations and Informations Systems for 30 years - Specialist of Retail "at-Large" (see my previous position at Baywatch Lab) - Expert in Corporate Venture and Corporate Innovation (15 years in Corporations, 15 years in Startup Ecosystem) - Mobile Industry enthusiast for 15 years (since my responsibilities at Sega Mobile Europe) Phil started his career in finance and IT positions in subsidiaries of companies like Vinci or Electrolux, mainly in construction and retail (BtoB and BtoC), mostly in charge of organizational projects, then join SEGA to be responsible of Southern Europe territories for the mobile gaming business unit based in London. Since 2007, Phil has been developing lobbying activities for European companies interested to develop their business with tech leaders in San Francisco Bay Area.

David Mes - Off the Grid Ventures

15+ year successful VC track record 30+ board roles and 35+ exits Investment banking experience Global work experience in the US, UK, France, Netherlands and Brazil The Wharton school, Science-Po Paris, La Sorbonne

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Alan Snyder - Shinnecock

Serves as the Managing Partner of the General Partner, and has overall responsibility for all aspectsof the business, including portfolio management, client identification and on-boarding, legal,compliance and supervision of employees. Registered as a Principal and an Associated Person ofthe General Partner since September 16, 1988, and has been a member of the NFA in suchcapacities since October 6, 1988.

Experienced Managing General Partner with a demonstrated history of working in the investment management industry.Skilled in Investor Relations, Asset Management, Securities, Investment Advisory, and Mutual Funds. Strong entrepreneurship professional graduated from Harvard Business School.

Jake Block - Wealth Management

Jake Block is a Private Banker in Deutsche Bank Wealth Management's San Francisco office. He provides financial solutions to ultra-high-net-worth company founders, entrepreneurs, executives, individual investors, private equity and hedge fund managers, family offices and real estate investors. Mr. Block specializes in helping his clients navigate through complex financial situations, investment strategies, alternative investments and capital market transactions. He leverages the bank to provide interdisciplinary expertise to determine the best wealth management solutions. Prior to joining Deutsche Bank in 2016, Mr. Block was with , International, where he spent seven years as the European Equity Specialist covering investment funds on the West Coast. Previously, he was an Assistant Vice President of Acquisitions specializing in NNN properties at Sovereign Investment Company, a division of Marcus & Millichap. He began his career as an investment banker, primarily in technology, at Banc of America Securities, and Schroders.

Sriram Krishnan - Seed Investor

Currently lead multiple product teams at Twitter. Previously ran various product efforts for Snap and Facebook. Started and scaled Facebook's Audience Network and mobile app ads.

Over 10 years of running product and business areas at scale. Expertise in product management, people management, strategy, technical leadership.

Ajay Khatri - Johnson and Johnson

Ajay is Director of Venture Investments at Johnson & Johnson Innovation – JJDC, Inc. (JJDC) and is based at the Johnson & Johnson Innovation Center in California. Ajay focuses on Medical Device investments on the West Coast that are in areas of strategic interest to Johnson & Johnson. Ajay previously held roles multiple financial based roles at JJDC, Ethicon, Advanced Sterilization Products and Janssen Business Development. Ajay has a B.A. in economics from the University of Illinois at Urbana-Champaign.

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Carl Wescott - Angel Investor

As a child, Carl Wescott lived in Finland, Holland, Switzerland, Malaysia, and Japan. He founded his first companies in Tokyo, while in high school, and since then has had a passion for innovation and entrepreneurship. He has created other ventures in the technology, hospitality, and real estate sectors, in the United States, in Asia, and in Central and South America. More recently, he founded a winery, and sold that, before founding real estate development ventures in Ecuador, Uruguay, Panama, Nicaragua,Honduras, Guatemala, Belize, and Mexico. As an investor, Carl has been an active angel investor and a VC LP and conducted due diligence (and technical due diligence) for venture capital funds. He has invested in many technology and real estate companies, and some restaurants and films. As an entrepreneur, Carl and his teams have raised over US $450 million. Originally a technology entrepreneur, Carl sold two software-related companies early in his career. He was a CTO and VP of Engineering for more than 15 years in the Silicon Valley. Carl was previously the founding CTO of GoingOn Networks, which provides an on-demand private academic social network. Prior to joining GoingOn, he served as President of Broadband Mechanics, which designed, built, and deployed DLAs (digital lifestyle aggregators, or branded online social networks).

He led successful DLA efforts for Ziff Davis’ www.1up.com and www.aSmallWorld.net, among other companies, beginning in 2004, well before the founding of Facebook and other prominent social networking companies. He also worked with South Korean company Cyworld to design the U.S. version of their highly profitable social networking site.

Che Voigt - North Bay Angels

The North Bay Angels (NBA) is the oldest and largest angel investment group north of the GoldenGate. We are an active investor group who invests primarily in early stage equity and ,where our participation will have an impact on the success of the company. We also considercurrent return opportunities.

Nikolai Oreshkin - Elysium Venture Capital

Nikolai is a co-founder and Managing Partner at Elysium Venture Capital, an investment management fund focused on helping high-growth technology companies access global markets. Based in Silicon Valley and with strong ties in Europe and China, Nikolai leverages his domain expertise in AI, blockchain and consumer tech to invest in companies led by visionary technologists from across the world. During his tenure at Elysium, Nikolai has participated in over 50 VC transactions, including cross-border and M&A, valued at more than $1.5 billion. Previously, Nikolai founded an ISP and was one of the first entrepreneurs who offered internet access to people of Belarus and promoted the use of social networks.

Kevin Colas - OceanIQ Capital

I am a business analytics, strategy and finance professional with 20 years of experience, including more than 10 years in management and 3 in directorship, in 2 lines of business:

Consulting: 11 1/2 years in strategy and operations consulting managing up to 6 people teams. Including: - 1 1/2 year building and managing a sales and operations analytics team of 6 analysts, creating, maintaining and improving documented processes to improve sales, control, financial and reporting and support sales teams of a large scale private health exchange of up to 14 BPO clients.

- 10 years in strategy consulting working on growth opportunity identification, strategy clarification and strategic problem solving projects managing up to 6 analysts and/or peers.

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Matt Oguz - Iris Family Office

Matt is a data scientist, entrepreneur and investor who focuses on technologies that are designed to enrich people’s lives and experiences. His interest areas are consumer products, mobility, social tech, smart devices and eCommerce in technology, and surgical tools, diagnostics equipment and pharmaceuticals in biotechnology.

Vasco Noya Di Lannoy - Sage Group partners

Investment executive for two single family offices (Sage Group partners) and private investor. Invested $200MM in commercial and residential real estate, innovative companies and prominent investment funds, including several E.U./U.S. based multi-family properties, K1 Capital (enterprise software), Lyft, Thrive Market (eCommerce), BAM Ventures (consumer) and Piaggio SpA (automotive). Realized returns of 3.1x the capital invested. Board member for Obicá Holdings (hospitality).

Active donor to charitable and not-for-profit organizations, including the Make-A-Wish Foundation, St Jude Hospital and The UCLA Foundation.

Alpine skier (formally competitive racing) and squash player (UCLA Anderson team captain).

Nikhaar Shah - NPS.VC Single Family Office

Investor at NPS.VC (Single Family Office) | Previously ran the $250M fund at Ernst & Young | Personally advised F100 executives on their investment portfolio and corporate innovation

Evan Renov, Arieli Capital / Beachwood

Evan Renov is a Partner at Beechwood Ventures and Managing Partner with Arieli Capital. He is also President of Beechwood Entertainment, an independent production and finance company where he is a Tony Award nominated producer. Evan currently serves on the board of SNÉ, Moonbow Ventures, Zoomd Ltd, and FlowAid. Evan has been an invited speaker, judge and mentor at prominent tech and family office events, including the World Stem Cell Summit, Venture Summit West and the Family Office Super Summit. He serves as an Advisor and Mentor at several companies and accelerators, including Mass Challenge, Eilat Hub, AtoBe Accelerator and the Synapse Foundation, creators of the Zap Store. Additionally, Evan is a Yeshiva University and a Northwestern Alumni Mentor. Evan previously served as Senior Director, Investor Relations for Fortress Biotech (formerly Coronado Biosciences), where he established the investor relations program as a private company and helped lead the initiative to access the public markets. Evan also served as a Managing Director at Paramount BioCapital and Vice President of Business Development for Paramount BioSciences. Evan holds a B.Sc in finance from Yeshiva University (cum laude), where he served as President of the Sy Syms School of Business, and earned his MBA from Tel Aviv University and the JL Kellogg Graduate School of Management.

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Urvashi Bhagat - Private Investor

Founder, Chief Executive Officer, and Chairwoman of the Board of Asha Nutrition Sciences, Inc., Ms. Bhagat has a multifaceted career in health care, biotechnology, and pharmaceutical development. She is a medical visionary devoted to achieving breakthroughs in the use of nutrition to prevent and treat disease. She has made groundbreaking discoveries in lipid metabolism and the role of lipids and other nutrients on the manifestation of infectious and chronic diseases and acute events. She holds numerous worldwide patents based upon her discoveries. Since the foundation of Asha Nutrition Sciences, Ms. Bhagat has set the strategic direction and focus of the company on bringing these discoveries to consumers in the form of balanced and tailored nutrients, with a specific emphasis on lipids, antioxidants and phytochemicals.

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TrueNorth True North Resources is a dynamic real estate company that encompasses mineral, land, and historic building ventures to optimize developmental strategies based on the highest and best use. True North works to promote economic growth, environmental sustainability, and social responsibility. The company is passionate about conservation of natural resources and aligns its developmental strategies with environmental impact studies.

One such strategy includes investment in undeveloped land with the possibility of conservation easement, a socially responsible investment that helps to conserve natural resources for future generations while also providing tax savings to investors. Over the past 5 years, True North Resources has saved mineral and undeveloped land investors over $500 million dollars in tax deductions while saving valuable natural resources of the United States. The leadership of True North encompasses extensive experience in the legal, tax consulting, development, and security industries and are available to address inquiries regarding mineral, land, and historic building ventures.

Group RMC Group RMC Corporation (RMC) is a Delaware U.S. registered real estate Co-Investment and management company based in New York City. RMC invests in, sponsors and is the General Partner in undervalued income producing Office properties in secondary and tertiary U.S. markets. RMC currently oversees in the U.S., principally in the Midwest, over 5,700,000 SF representing over USD 1.5 Billion in asset value.

RMC’s principals typically participate with 5% to 25% in each partnership and offer partners the opportunity to co-invest as RMC is seeking like-minded partners not simply ‘clients’. As a consequence, RMC only levies its charges up-front and only in the form of shares in the partnership. RMC does NOT charge ‘back end’, ‘carry’ or even management fees to the partnership as these all serve only to hemorrhage the returns on the partners’ capital. This structure is unique in both its low pricing and risk sharing. A further and differentiating factor is that RMC and its partners are permanent and patient investors–in other words, real investors as it should be for a long-term asset class like real estate. Exit usually comes in the form of refinancing and/or increasing distributions. Occasionally irresistible offers do occur and RMC will sell, but RMC will never be a forced seller.

Cannaprenuer Partners Cannapreneur Partners is a Westborough MA-based holding company that identifies the world's top 1% outliers and infuses smart capital, strategy, and purpose-driven leadership to attain success across cannabis and non-cannabis industries. Backed by a team with deep network resources and successful careers in the financial services and ultra high net worth wealth management space, our proprietary in-depth vetting process for both investors and business operators makes Cannapreneur Partners able to thoughtfully place capital in national and international cannabis projects across all sectors of the legal industry. CP is a values driven company focused on: Happiness, Integrity, Leadership, Helping Others and Family while creating a profits-with-purpose culture.

RSM For business owners, wealthy families, executives and other individuals with significant wealth planning needs and tax concerns, there are no easy answers. RSM’s private client services professionals are committed to understanding your goals and the business, financial and personal considerations that shape them. We combine the help you need with the personal focus and attention you deserve, offering a broad range of services, including wealth planning, tax compliance and planning, family office design and management, transition planning, and valuations. RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 people in 85 offices nationwide. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries. PRIVATE INVESTOR SUMMIT 21 PRIVATE SPONSORS INVESTOR SUMMIT

XA Investments At XA Investments, we are not innovating simply to be different; we’re innovating to be better. We’re transforming the way financial advisors and their clients access alternatives by building better products with better portfolio outcomes. XA Investments LLC (XAI) is a Chicago-based investment manager founded by XMS Capital Partners in April 2016 to pursue a single goal: provide investors with access to institutional-caliber alternative investments. As of December 31, 2018 XAI advised funds with approximately $105 million in managed assets.

Branded Expert Press

Branded Expert Press specializes in producing books and tools for building businesses by increasing your authority as a best-selling author. Becoming an international best-selling author with your own book is the most powerful thing you can do to increase your expert status. Every business is different, so every book needs to be designed to be an exact fit for how you do business and who your clients are to ensure that you get the maximum value from your efforts. Learn how to monetize your book so that is works for you. Don’t Die with Your Message Still Inside You

Jointer.io ALTERNATIVE TO COMMERCIAL REAL ESTATE SYNDICATION A winner of $1M prize for 1st place in a worldwide competition between 4k startups/196 countries. Jointer presents a safer and more profitable alternative to Commercial Real Estate (CRE) syndication and investment. Jointer's unique approach issues tokens (SAFE notes) pegged to the Dow Jones Global Select REIT Index with 2X leverage, providing investors diversification and liquidity while allowing sponsors to receive faster funding with one check, from one source.

Uber Real Estate UBER™ - UBER REAL ESTATE is an Information Technology Company displacing the Real Estate Industry and Reducing the Cost to Transact. We are tackling a 7.5T Addressable Market and targeting 50B in market capitalization. Our team consists of twenty-five senior level Executives and Engineers. They are presently focused on creating the UberBNB and Uber Real Estate Sales mobile applications. We own the, “UBER,” Trademark before UberCab even existed. The UBER brand is presently valued at 16 Billion. The “UBER,” name is immediately recognized worldwide and is the third best known word in the world. 94,000,000,000+ Monthly Customers use Uber Technologies. We have the ability, to have our applications placed in the Apple Store and under, “Uber.” Uber is also third in Search Worldwide with 4,000,000,000+ in search. Everyone is a potential consumer.

Hughes and Company Hughes & Company is an independent, Fort Lauderdale based introducing broker that specializes in exceptional client and relationship management. Dedicated to institutional futures and options brokerage, we work with commodity trading advisors, family offices, and professional traders. We assist with setting up accounts that are customized to each specific situation. Every relationship is optimized based on trading, advisor, platform, commission, custodian, and overall goals in mind. Additionally, we assist with master account setups, portfolio margining, risk management, give in/out trading, advisor selection, and serve as a one stop solution for the futures markets.

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JPR Manager JPR Manager, LLC is a sponsor of customizable real estate transactions, including private offerings, as well as partnerships to fit our investors’ needs and risk tolerance. Upon the purchase of either our Property company or a membership interest in our Property Company, our investors will have the option to develop a parcel of land, hold it for long term investment, or to conserve the land, which could provide investors with a significant tax savings under IRS tax code 170(h). Not only can you reduce your tax liability with this option, but you can also help the environment. Visit our website at jprcapitalllc.com

Geraci Media Geraci LLP is a law firm, media, and consulting company catered to the non-conventional lending space. Geraci is the “go to” provider for all lending related matters and is your resource with growing your business. Our legal departments consist of Banking & Finance, Corporate & Securities, and a Litigation & Bankruptcy team. Geraci Media plans four corporate conferences a year, two investor shows, and two educational conferences, along with a monthly loan originator magazine. Geraci Consulting is your resource with finding capital and connecting you with who you need to know.

Andra Capital Andra Capital is a late-stage, pre-IPO, technology growth fund where investors can choose to invest traditionally with an optional liquidity feature. Our objective is to provide investors with significant capital appreciation over a shorter period of time than commonly found with traditional venture capital funds.

Alternative Investment Resource Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments. AIR provides investment banking services to the middle market, and specializes in capital raise, mergers & acquisition, and structured finance. With a broad experience base across sectors, the firm has particular depth in real estate, healthcare, and niche emerging hedge funds. AIR is headquartered in Chicago, with operations in New York and Dallas.

SAGEMEDIC SAGEMEDIC CORP has developed a proprietary next-generation genome-free SAGE Direct Platform™ to quickly and accurately identify the most effective treatment for the millions of cancer patients where genomic testing fails. This billion dollar market opportunity is accomplished by a patent protected methods that involved the following steps. 1. viable cancer tissue is shipped to SageMedic overnight. 2. Sagemedic creates hundreds of 3D micro-tumors that are similar to the patient’s tissue in the body. 3. These microtumors are then treated with multiple treatment options such as chemotherapies or targeted therapies to 4. directly identify the most effective treatment options for that individual patient within only 1 week. Based on our analysis this can significantly increase the patient’s chance of a tumor response, increase quality of life, and significantly extend life-expectancy.

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SVK Capital

SVK Capital, LLC is a private equity real estate investment and development firm based out of Silicon Valley that focuses on Senior Living, Multifamily and services-oriented Retail Centers in Secondary and Tertiary markets. We currently are focused in repurposing Big Box Retail to Mixed Use Senior Living and Service-oriented Retail Centers in Qualified Opportunity Zones (QOZ).

Our proven strategy is based on our robust approach to identifying opportunities that will generate higher-than-expected margins and risk-adjusted returns for our investors. We focus on developing and redeveloping properties with capital efficiency, technology and hands-on execution strategy that delivers value to our investors.

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