The 2017 Tel Aviv Annual Family Office & Wealth Management Conference

Tuesday, June 13th, 2017
Hilton Hotel , Tel Aviv

Agenda

Registration 08:00-09:00
Opening Remarks: Mr. Denny Chared, Founder, DC Finance 09:00-09:10
Conference Moderator: Dr. Nava Michael-Tsabari, Phd., Director, Tel Aviv University, Third Generation of the Strauss Family 09:10-09:15

Session A | Family Office and Family Wealth Management

 
Special Key Note Speaker: MK Stav Shafir, Mahane Zioni 09:15-09:35
UK Property:  The New Tax Rules for Non-Residents 09:35-10:05
Ms. Helena Luckhurst, Private Walth Partner and Mr. Richard Kaufman, Real Estate Partner, Fladgate LLP  
Wealth Management Banking 10:05-10:20
Ms.Iris kleinman,Head of Domestic Wealth Management & Private Banking Division, Bank Discount
 
 

How to Increase Value in Corporate Bond while Decreasing Risk

10:20-10:35
Mr. Lior Grinhouse,CEO, Psagot Investment House  
Opportunities in the Fixed Income Market 10:35-10:50
Mr. Alon Idan, CEO, Diamond Capital (Israel) Ltd.  

Forced Dividends Distribution - When ? How to be Prepared For?

10:50-11:05
Mr. Ran Artzi, CPA, Managing Partner, Artzi ,Hiba, Elmekiesse, Cohen – Tax Solutions  

Citizenship / Residency by Investment and Citizenship by Descent, the Quick Way to a Second Passport

11:05-11:20
Mr. Stelios Americanos, Managing Partner, Stelios Americanos & Co LLC (Cyprus)  
Mr. Len Judes, advocate, Owner and Manager,GC Global Citizenships Ltd.  
Alpha Players - The Secret to an Over Performing Portfolio 11:20-11:30
Mr. Omer Rabinovitz, CEO and Founder, Investors 360  
Breakfast 11:30-12:00
One on One: Managing the Family Bussiness  12:00-12:15
Dr. Nava Michael-Tsabari, Phd., Director, Family Business Program at Lahav Executive Education,   
with Mr. Loni Hertzikovitz, Owner Ishpar   
Intergenerational Transition in Bussiness 12:15-12:30
Mr. Dov Dunitz, Adv., Owner, Dunitz and Co., LLP  
Investing in the US  12:30-12:45
Mr. Lior Newman, Adv., Partner, S. Horvitrz LLP  

Session B | Investment Alternatives

 
Panel: US Iinstitutional Commercial Loans and CLO's (USA) 12:45-13:15
Moderator: Mr. Elliot Ganz, General Counsel and Executive Vice President , Loan Syndications and Trading Association(LSTA)  
Panelists:   
Mr. Matthew A. Miller, Managing Director, Crescent  Capital  
Mr. Jeff Bakalar, Head of Senior Loan Group, Voya Financial  
What Goes Up Must Come Down 13:15-13:30
Mr. Asaf Rosenheim, Business Development, Profimex  
Pancho Memory Care REIT  13:30-13:45
Mr. Eli Tilson, CEO, Pancho Real Estate  
Impact Investment - How to Connect Value with Values? 13:45-14:00
Mr. Shahar Botzer, Managing Partner, 2B Community, Impact Investment  
How to Increase Profits and Reduce Risks in Real Estate Investments in the US 14:00-14:15
Mr. Josef Tzurel, Founder, Tzurel Real Estate  
How to Increase Private Capital in Real Estate Invetments? 14:15-14:25
Mr. Nir Cahan, CEO, Yazamnoo  
 Real Estate Investing- Looking Forward to US or Poland or Germany? 14:25-14:35
 Mr. Yaron Steinberg, Founder and CEO, Dekel Properties LLP  
Networking 14:35-14:55
Kobi Faraj, the actor and the son of the younger generation in the Faraj family, is embarking on a journey in family history. A journey, as a family of photographers, includes rare photographs that tell not only the story of the Faraj family, but also the story of a young country with big dreams 14:40-15:00
To Pay or not to Pay? Unconventional Financial Demands in Personal Relationships 15:00-15:15
Ms. Shira Dunevich, adv. Shira Dunevich - Law Office  

Session C – Family Office,Family Bussiness and Philanthropy

 
TBA 15:15-15:20
The Impact Investment & Philanthropy Panel - Committed to Give 15:20-15:40
Moderator: Ms. Maya lapid-Edut, CEO, Yecholim Notnim  
Panelists, Members of Committed to Give:  
Ms. Irith Rappapor  
Dr. Haim Dahan  
Mr. Boaz Ra'am  
Special key note speaker: MK Ofer Shellah, Yesh Atid 15:40-16:00
Lunch & Closing the Conference 16:00-16:45
   
Simultaneous Translation will be Provided  
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