| 08:00-09:00 | Registration, Breakfast and Networking |
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| 09:00-09:10 | Welcome address – Orit Rabin, CEO, DC Finance |
| Conference Moderator – Michal Mor Kopel, Adv., CEO, SRI |
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| 09:10-09:40 | Where Will the Opportunities on the Day After? Macroeconomic Reviews |
| Prof. Leo Leiderman, Chief Economic Advisor, Bank Hapoalim |
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| 09:40-09:50 | 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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| 09:50-10:00 | 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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| 10:00-10:10 | 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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| 10:10-10:25 | Crypto ETPs in Focus: Key Developments and Future Outlook of Post Ethereum and Bitcoin Launch |
| Alex Pollak, Head of UK and Israel, 21.co |
| Discover the significant advancements in cryptocurrency exchange-traded products (ETPs) following the launch of Ethereum and Bitcoin, and gain insights into their future trajectory. 21Shares, offering the largest suite of crypto ETPs worldwide, is at the forefront of making cryptocurrency investing more accessible. |
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| 10:25-10:40 | TBC |
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| 10:40-11:10 | Panel: The Israeli Senior Investment Managers |
| Prof. Leo Leiderman, Chief Economic Advisor, Bank Hapoalim – Moderator |
| Zvi Stepak, Chairman, Meitav Investment House |
| Anath Levin, Country Head Israel, Blackrock |
| 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 |
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| 12:00-12:15 | iAngeles |
| TBA |
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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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| 12:30-13:00 | 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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| 13:00-13:20 | Keynote Speaker: |
| Dr. Liraz Margalit, A Social Psychologist Specializing in Behavioral Design & Decision Making. |
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| 13:20-13:40 | 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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| 13:40-14:10 | Panel: The Second Generation in Family Companies – Challenges and Opportunities |
| Tal Berger, Owner and CEO, Osher & Osher Family Business Consulting – Panel Moderator |
| TBA |
| The panel will deal with decisive turning points and the leadership role of the second generation in the intergenerational transition. The panelists,the second generation of successful family businesses, will tell their intergenerational transition story and discuss the second generation’s involvement in advancing the process. Among the issues that will be addressed: understanding the need and jump-starting the process; establishing a family forum; formulating a family constitution; choosing a successor; establishing a board of directors, etc. |
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| 14:10-14:40 | 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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| 14:40-15:10 | Keynote Speaker: US Elections |
| Ambassador Michael Oren, Former Israel’s ambassador to the United States (2009 to 2013) |
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| 15:10-16:10 | Lunch and Network |
