| 08:00-09:15 | Registration, Breakfast and Networking |
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| 09:15-09:20 | Welcome address – Orit Rabin, CEO, DC Finance |
| Conference Moderator – Michal Mor Kopel, Adv., CEO, SRI |
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| 09:20-09:50 | Where Will the Opportunities on the Day After? Macroeconomic Review |
| Prof. Leo Leiderman, Chief Economic Advisor, Bank Hapoalim |
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| 09:50-10:05 | Medium Duration Credit Opportunities |
| David Kupperman, PhD, Managing Director and Co-Head, Neuberger Berman Alternative Investment Management (New York) |
| Discussion of opportunities driven by lack of capital in the medium duration credit apce, including those driven by regulatory changes and the changing banking landscape |
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| 10:05-10:20 | An Overview of Mid-Market Private Equity Secondaries (LP Interests) |
| David Meister, Managing Director Business Development, Capital Dynamics |
| A brief overview of the private equity secondaries market, and considerations of risk and return |
| 10:20-10:35 | Unique Safety Layers for Ongoing Return as well as Equity Preservation in US Real Estate Investments |
| Zvika Levy, Managing Partner, Safe Capital |
| Unique safety layers for ongoing return as well as equity preservation in US real estate investments |
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| 10:35-11:00 | Panel: The Israeli Senior Investment Managers |
| Nir Zichlinskey, CPA, Chairman and Founder, SRI Global Group; Co-Founder, Israel Directors Union |
| 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 |
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| 11:00-11:10 | The Flavor of Tomorrow: How Cultivated Meat Is Redefining Sustainability and Health |
| Ido Savir, CEO, SuperMeat |
| Uncover the potential of cultivated meat to revolutionize our plates and planet, offering a crucial solution to sustainability and health challenges in our food system |
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| 11:10-11:20 | Intergenerational Transfer – More Than Just a Will |
| Yaniv Wolff, Founder, The Israeli Center for Intergenerational Transfer |
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| 11:20-12:00 | Brunch / Networking |
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| 12:00-12:30 | Family Office Panel: Putting Your Accumulated Capital to Work – How and Where? |
| Ori Levanon, Single Family Office, Aurec Capital – Moderator |
| Hila Goldenberg, CEO, UBS Wealth Management Israel |
| Eliav Kamhin, Multi Family Offices, Alpine Capital |
| Asaf Iram, Single Family Office, GlenRock, Leon Recanati’s Family Office |
| 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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| 12:30-13:00 | Keynote Speaker: Strategic Security Review and a Look at the Future |
| Tamir Hayman, Major General, Executive Director, Institute for National Security Studies (INSS); Former Chief of the IDF Intelligence Directorate |
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| 13:00-13:30 | A Fireside Chat: Conversation About The Future of the Israeli Tech Ecosystem Amidst the Advent of AI |
| Dovi Frances, Israeli-American Entrepreneur, Venture Capitalist, Founder and CEO of the Group 11 Venture Capital Fund, Panelist on the Hakrishim TV reality show, with journalist Sivan Cohen Saban,CEO at The Institute; Empowering Israel’s future through AI |
| Predictions for Israel being one of the most prominent US based VC managers investing heavily in Israeli related tech companies. |
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| 13:30-13:45 | Coffee break / networking |
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| 13:45-14:10 | Panel: The Second Generation in Family Companies – Challenges and Opportunities |
| Limor Mushnik, Strategic Consultant to Organizations and Family Companies; Partner, Dr. Edna Pasher Group – Panel moderator |
| Dar Shbiro Ashkenazi, Adv., Income-Producing Asset Marketing Manager, Director of Interior Design for Model Homes and Lobbies, Shbiro |
| Tal Dahabani, Director of Innovation, Business Development and Marketing, Baladi |
| Daniel Kalina, CEO, Rafi Kalina Luxury Real Estate |
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| 14:10-14:35 | Panel: Turning Points in Intergenerational Transfer Led by the Young Generation |
| Tal Berger, Owner and CEO, Osher & Osher Family Business Consulting – Panel Moderator |
| Sharon Ben-Zvi Avraham, Adv., CEO, Brotim Marketing Ltd. |
| Omry Czapnik, Deputy CEO, Czapnik Group |
| Shaked Yanay, CSO, Yanay Growth Houses |
| 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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| 14:35-15:00 | A Pact With the Devil? |
| Dr. Nava Michael Tzabari, Founder and Director, The Raya Strauss Center for Family Business Research, The Faculty of Management, Tel Aviv University, Third-Generation member of the Strauss Family |
| A personal and national journey through family history. Study of a family’s annals as intertwined with politics, including the Arlosoroff murder and the Nazi Germany-Jewish Zionist Transfer Agreement, and a documentary film with a modern-day message |
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