| 08:00-09:10 | Registration, Breakfast and Networking | |
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| 09:10-09:20 | Welcome address – Orit Rabin, CEO, DC Finance | |
| Conference Moderator – Michal Mor Kopel, Adv., CEO, SRI | |
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| 09:20-09:35 | Real Estate Investments in Israel, Urban Renewal and the Future of Israeli Real Estate | |
| Yaakov Atraktzi, Owner and CEO, Aura | |
| The Israeli company specializing in urban renewal for over 15 years | |
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| 09:35-09:45 | Unlocked Opportunities of Jewish Capital Migration from Russia | |
| Mark Oigman, CEO and Founder, Smartgen | |
| The war between Russia and Ukraine provoked global migration of HNWIs and their capital from these countries. However, even officially unsanctioned Russian-connected money is not welcomed in most developed economies. Israel is not an exception. The presentation will address the challenges faced by Russian-connected Jewish HNWIs in Israel and opportunities arising. As leading Israeli Multi-family Office with focus on Russian-speaking HNWI, we will share practical approaches for unlocking “kosher” russian-connected capital and explore how Israeli wealth management community can create win-win reality in this new landscape | |
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| 09:45-09:55 | Alternative Investing, Done Responsibly – Direct Multi-Industry Investing | |
| Neta David, CEO, Harel Alternative | |
| The global monetary easing is once again increasing the global demand for alternative investments. What are the crucial principles in selecting the right managing partner and the suitable investment fund? | |
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| 09:55-10:05 | Managed Buy/Sell Program | |
| Effraim Tkacz, Owner and CEO, BIZNIZAT Ltd. | |
| Investment opportunity, that creates high profits in a limited time-frame, to be invested in projects. | |
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| 10:05-10:20 | Advanced Solutions for Investment Management | |
| Eyal Elyia, CFO, Hacshara Finance and Insurance | |
| Presentation of a variety of alternatives and solutions for managing investments in one place by the number of investment entities, with liquidity for money, flexibility and taxation advantages | |
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| 10:20-11:10 | Panel: The Israeli Senior Investment Managers | |
| Prof. Leo Leiderman, Chief Economic Advisor, Bank Hapoalim – Moderator | |
| Anath Levin, Head of iSRAEL, BlackRock | |
| Zvi Stepak, Chairman, Meitav Investment House | |
| Eldad Tamir, Chairman, Tamir Fishmen Investment House; founder and CEO, FINQ | |
| Amir Ayal, CPA, Owner and Chairman, Infinity-Ayalim Investment Group, Panelist on the HaKrishim TV reality show, venture capital investor in Israel and the world | |
| Gilad Altushuler, Founder and Owner, Althuler Shaham Investment House | |
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| 11:10-11:40 | Brunch / Networking | |
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| 11:40-12:00 | Unlocking Impactful Entertainment | |
| Anna Pelkin, IL Country Manager, Global Bussines Solutions, TikTok | |
| On the short video revolution and the role it plays in capturing the consumer’s attention. We will talk about the difficulty that brands are experiencing today to generate attention for their offer, and the importance of a perceptual change regarding the place that brands play in the lives of consumers, from which it is derived how to approach them. | |
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| 12:00-12:15 | Real Sstate Investments in Greece: Economic Growth, Government Incentives and Attractive Taxation | |
| Peleg Yariv, Founder and CEO, Palmo Group | |
| Greece experienced rapid economic growth that made it an attractive destination for investors, thanks to government incentives and light taxation, including a unique tax treaty with Israel. In the lecture we will deal with the main trends shaping the Greek real estate market: growth, tourism, and economic incentives. | |
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| 12:15-12:30 | Investment Opportunity in the U.S. via PPP Model | |
| Roi Marciano, Founder, Maple Development Group | |
| For years, Texas has been leading in population growth and number of new jobs added to the state annually. Demand continues to grow at a steady pace, unable to keep up with supply—a phenomenon that creates a significant shortage in municipal infrastructure for the development of new communities on the outskirts of cities. To address this, the U.S. government promotes the PPP (Public-Private Partnership) model, encouraging collaboration between municipalities in Houston Texas and developers to speed up urban development. In this unique model, municipal authorities in Houston Texas, reimburse developers for infrastructure costs, offering investors a low-risk opportunity with strong returns. | |
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| 12:30-12:50 | A Fireside Chat: Conversation About the Family Bussiness, the First and the Second Generation | |
| Rami Levy, Founder of Multi-Billion Dollar Conglomerate “Rami Levy Shivuk HaShikma”; Owner, Israir Airlines, Owner Rami Levy Mobile | |
| Yafit Levy, CEO, Rami Levy Hashikma | |
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| 12:50-13:20 | Keynote Speaker: | |
| Dr. Liraz Margalit, A Social Psychologist Specializing in Behavioral Design & Decision Making. | |
| The combination of AI with psychological models and neuroscience opens a new era in which it is possible to predict not only behaviors, but also desires, needs and feelings before we understand them ourselves | |
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| 13:20-13:50 | Family Office Panel: Putting Your Accumulated Capital to Work – How and Where? | |
| Ori Levanon, Single Family Office, Aurec Capital – Moderator | |
| Itzik Nachum, Founder and Managing Partner, Prizma Capital | |
| Roiy Lempert , Owner, Lempert Family Office | |
| Daniel Goldman, Partner, GoldRock | |
| Ohad Greenfeld, Alere Syon | |
| Overview of the family office market presented by a professional panel including market leaders and representatives of a global bank and the multi and single family office sectors | |
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| 13:50-14:10 | Panel: Taking The Reins; Changing The Statistics | |
| Tal Berger, Owner and CEO, Osher & Osher Family Business Consulting – Panel Moderator | |
| Noa Graniek, Marketing Director. CEO of Nyga Group | |
| Tomer Czapnik, CEO of Retailors Group, Fox Group | |
| The panel will explore ways to successfully navigate the intergenerational transition. It will focus on the ability to grow the business while preserving family relationships, despite the managerial, emotional, and familial challenges that accompany this process. During the panel, the participants – next-generation members of thriving family businesses – will share insights from their experiences as leading partners in the transition process. Among the tools to be discussed are: Managing open family dialogue, including addressing the “elephants in the room”; Developing a family charter; Establishing a board of directors; Deepening knowledge and learning about family businesses and formulating a unique role perception of next generation. | |
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| 14:10-14:50 | Keynote Speaker: The wonders of AI | |
| Dror Globerman, Public Speaker, A Content Creator, An Acclaimed Broadcaster and Podcaster, and the Author of “Skip Intro” Newsletter | |
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| 14:50-15:10 | Keynote Speaker: The US Election Race and its Impact on the Global Market | |
| Ambassador Michael Oren, Former Israel’s ambassador to the United States (2009 to 2013) | |
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| 15:10-16:30 | Lunch and Network | |
