The 2025 Boston Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast | |
| 09:00 – 09:10 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | ||
| Danielle Patterson, Founder & CEO, Family Office Access – Conference Moderator | ||
| 09:10 – 09:25 AM | From Chickens to Checkpoints, Family Legacy and Adventure | |
| Mitzi Perdue, 2nd Gen, Sheraton Hotels; Perdue Chicken; War correspondent | ||
| Daughter of the Sheraton Hotel chain’s co-founder and widow of chicken magnate Frank Perdue, Mitzi Perdue shares lessons on family legacy and the joys of “staying in the game.” At 84, she’s a war correspondent (she’s just back from her 5th trip to Ukraine) and this year won the American Society for AI’s Lifetime Achievement Award. Fasten your seat belts because Mitzi will be taking you on an adventure! | ||
| 09:25 – 09:35 AM | 10 Minutes Decides The Story – Cyber Resilience for Family Offices | |
| Sean Trudeau, Vice President of Business Development, ITPartners+ | ||
| In today’s digital world, the first ten minutes of a cyberattack can determine the outcome for your family office. This session reveals what really happens in those critical moments, how attackers move fast, what’s at risk, and the simple, actionable steps leaders can take to protect assets and reputation. You’ll leave with a practical playbook and five key questions to ask your team on Monday, ensuring your family office is ready to respond with confidence and control. | ||
| 09:35 – 09:45 AM | How Vault Offers Customizable Policies and Personable, Flexible Service | |
| Paul Bassaline, President, Vault Insurance | ||
| Paul Bassaline, will explore how Vault is reshaping the high-net-worth insurance experience through customizable coverage and a distinctly personal, flexible approach to service. In today’s challenging insurance environment, where many carriers are scaling back, Vault remains committed to meeting clients where they are, offering tailored policies built around individual lifestyles, assets, and risk profiles. Paul will share how this commitment not only protects what matters most but also fosters lasting relationships with agents, advisors, and the clients they serve. | ||
| 09:45 – 9:55 AM | Why Real Estate is Compelling Today | |
| Paul Coelho, Managing Partner, Co-Chief Investment Officer, ERI | ||
| Paul Ayoub, Chair, Nutter McClennen & Fish LLP – Moderator | ||
| 09:55 – 10:05 AM | Tax Benefits and Income via Oil and Gas Drilling | |
| Jeff Johnson, CEO, Eagle Eye Funds | ||
| Write off 100% of the investment against passive or active income with ~80% in the first year. 15% preferred distributions plus 50% of all profits in excess of the 15% pref. Partnering with the best oil and gas companies, in the best oil field in the world; The Permian Basin. | ||
| 10:05 – 10:15 AM | Not Your Father’s Mutual Fund: Next-generation crypto indexing for sophisticated portfolios | |
| Griffin Peer, Head of Business Development, Reserve | ||
| As tokenization accelerates toward Citigroup’s forecasted $4T by 2030, portfolio allocation strategies must evolve. DTFs (Decentralized Token Folios) represent the convergence of traditional indexing with blockchain innovation by offering exposure to crypto narratives through professionally constructed baskets. From broad market or sector specific indexes to simplifying DeFi yields, DTFs provide institutional investors with precise, liquid access to crypto’s highest-conviction opportunities while maintaining the diversification and transparency standards family offices demand. | ||
| 10:15 – 10:35 AM | Fireside Chat: | |
| Josh Baron, Senior Lecturer of Business Administration, Harvard Business School | ||
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| This session explores how family enterprises balance tradition with transformation. The fireside chat will delve into navigating generational transitions, fostering innovation, and shaping purpose-driven legacies that thrive in a rapidly changing world. | ||
| 10:35 – 11:05 AM | Coffee Break | |
| 11:05 – 11:40 AM | Family Office Investment Strategies | |
| Marcia Nelson, Managing Director, Freedom Capital Markets Family Office; Founder, Triple C Advisory – Moderator | ||
| Jason Frohlich, Next Gen; Managing Director, Axon Brain | ||
| Christopher A. Jones, CIO, Maximo FO | ||
| Oscar Garcia, Founder & Managing Partner, GD Partners LLC | ||
| Vikram Agrawal, Managing Director, Personal Family Office of Trammell S. Crow | ||
| From Venture Capital to Private Equity deals, Family Offices are becoming more sophisticated and hiring industry professionals to help them source and manage direct and co-investments with an institutional flavor. Our panel of Family Office investors will discuss deal sourcing, sector interests, and finding the right partners and opportunities. | ||
| 11:40 – 11:50 PM | Longevity / Private Health Management | |
| Dr. Jay Luthar, Founder & Medical Director, Lutanen Health | ||
| What if your most valuable investment isn’t financial, but biological? In this talk, Harvard-trained physician and TEDx speaker Dr. Jay Luthar explores how longevity science and personalized medicine are redefining what it means to build and preserve true wealth. Drawing on lessons from his family, his years teaching at Harvard Medical School, and his experience founding Lutanen Health, he shows how data, diagnostics, and trusted relationships can help families compound vitality, performance, and legacy across generations. | ||
| 11:55 – 12:10 PM | Reputational Security: Why Brands Matter? | |
| Ambassador Ido Aharoni Aronoff, Advisor & Investor | ||
| Reputational Security is the idea that a strong, clearly defined brand acts like a protective moat—shaping trust, attracting capital and partners, and reducing the damage from crises or misinformation. In this talk, Aharoni shows how organizations (and countries) can audit their narrative, align actions and messaging, and invest in brand equity so they’re safer, more resilient, and faster to recover when challenged. | ||
| 12:10 – 12:30 PM | Family Offices are Investing in Healthcare and Life Sciences Innovation | |
| John Dvor, Managing Director, Agon Ventures – Moderator | ||
| Campbell Murray, Co-Founder & Managing Partner, Double Point Ventures | ||
| Chris Barkey, CEO, Swissfinity Group | ||
| Michael Langer, Co-Founder & Managing Partner, T.Rx Capital; Executive Producer, MacGillivray Freeman Films | ||
| Family Offices are investing in life sciences, medtech, digital health and healthcare services at a growing pace. This panel illustrates multiple strategies of investment into these critical areas of human health and longevity. | ||
| 12:30 – 1:30 PM | Lunch | |
| 1:30 – 01:35 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | ||
| 01:35 – 01:55 PM | Decide. Act. Achieve! | |
| Sara Crown Star, Venture Partner, FemHealth Ventures; Director, Crown Family Foundation | ||
| In this inspiring session, Sara shares pivotal personal and professional stories that underscore the power of decision-making. She will explore some of the choices that have shaped her path and how taking action on those choices turned vision into achievement. Designed to motivate family offices and individuals alike, this session will emphasize decision-making as a critical force for success. Sara invites you to reflect on the choices that define your journey and the power of acting on them with intention. | ||
| 01:55 – 02:05 PM | Biopharma’s Next Growth Wave: The Inflammaging Revolution Meets the Demographic Tsunami | |
| Kim Smith, Founder & CIO, Ausangante Capital | ||
| In this Panel, Kim will explore how biopharma’s renewal – driven by innovation, attractive valuations, and investor optimism – intersects with the biology of inflammaging and demographic megatrends to power the next era of healthcare growth. | ||
| 02:05 – 02:25 PM | Building a Family Legacy: Carving your own path while honoring a Family Legacy | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Rohit Gupta, Manager, RKSVentures | ||
| 02:25 – 02:40 PM | Values in Action: Philanthropy in a Time of Crisis | |
| Marc Baker, President & CEO, Combined Jewish Philanthropies of Greater Boston – Moderator | ||
| Laurene Sperling, Board & Chair Member, Sperling Charitable Foundation | ||
| Ken Frieze, Chairman, Gordon Brothers | ||
| This session will showcase the power of philanthropy, impact, and strengthening the world around us through action in the wake of October 7, 2023. | ||
| 02:40 – 03:10 PM | Exit to Impact: How Founders and Investors Shape the Future of Healthcare | |
| Ramani Varanasi, Co-Founder & CEO, X-Biotix Therapeutics, Biopharma Executive & Entrepreneur – Moderator | ||
| Rahul Dhanda, Co-Founder, CEO, & Director, Syntis Bio; Co-Founder & Chairman, BLASTID, Inc. | ||
| Sacha Mann, Co-Founder, Stealth; Board Member & Advisor | ||
| Focusing on the healthcare sector, this panel examines how founders and investors can leverage strategic exits and investments to foster innovation and improve patient outcomes. The discussion will highlight successful approaches to scaling healthcare solutions and creating long-term societal impact. | ||
| 03:10 – 03:35 PM | Medicine in 2025: Bob Langer’s hopes and perspectives | |
| Dr. Bob Langer, Co-Founder, Moderna; Institute Professor, MIT | ||
| Michael Langer, Co-Founder & Managing Partner, T.Rx Capital; Executive Producer, MacGillivray Freeman Films – Moderator | ||
| Robert Langer is one of nine Institute Professors at MIT (MIT’s highest honor). With nearly 1,500 issued and pending patents he is known as the “Edison of Medicine,” and has been an advisor or founder of such companies as Genentech, Alnylam, Moderna, and Momenta. He holds over 220 major awards and 45 honorary doctorates. In this fireside chat moderated by his son, Michael Langer, co-founder and managing partner at T.Rx. Capital, he will share his hopes and thoughts on the future of medicine. | ||
| 03:35 – 03:55 PM | A Discussion with Family Circle Club Members on Entrepreneurship, Business, and the World Today | |
| Amy Brodsky, Founder & CEO Sky Consulting – Moderator | ||
| Joe LeBas, President and Managing Director, MD, Concorde Group Holding | ||
| Dr. Howard Berman, Founder & Executive Chairman, Coya Therapeutics, Inc. | ||
| Dr. Robert J. Leaf, DMD, Founder & CEO, Keep AI Safe Foundation | ||
| Dr. Tyler Wanke, Family Member | CEO & Co-founder, Madison Scientific (MadSci) | ||
| 03:55 – 04:25 PM | Entrepreneurship and Impact in the Age of AI: An Artistic Lens | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Shirish Nimgaonkar, Founder & CEO, eBlissAI | ||
| Liz Powers, Co-Founder & CEO, ArtLifting | ||
| Christina Wallace, Senior Lecturer, Harvard; Broadway Producer | ||
This session explores the intersection of entrepreneurship and creativity in the age of Artificial Intelligence. Panelists will share insights on how human-centered and artistic perspectives, mindsets and behaviors can lead to enhanced innovation and amplify impact, based on insights and learnings from theatre, arts and music. | ||
| 04:25 – 04:45 PM | Innovative Technology and Social Impact | |
| John Dvor, Managing Director, Agon Ventures – Moderator | ||
| Dr. Fred Shapiro, Founder & CEO of the Institute for Safety in Office-Based Surgery | ||
| Dr. Paula Muto, Founder & CEO, UberDocs | ||
| Dr. Suelin Chen, Founder & CEO of JoinCake | ||
| Entrepreneurs, Physicians, and scientists are building new technologies to reshape our lives in remarkable ways. This panel showcases how three trend-setting leaders are redefining social impact in interlinked categories. | ||
| 04:45 – 05:30 PM | Innovation Economy: Investing in Technology and Purpose-Driven Growth | |
| Ankita Narula, Vice President, Development, Akshaya Patra USA – Moderator | ||
| Vinodh Bhat, Co-Founder, Saavn – Moderator | ||
| Amit Srivastava, Managing Partner & Founder, SamVed Ventures | ||
| Ami Bhatt, MD, FACC, Chief Innovation Officer, American College of Cardiology | ||
| This panel delves into the evolving innovation economy, highlighting how technology investments can drive both business growth and societal purpose. Panelists will discuss emerging trends, productivity, and strategic approaches to investing in solutions that generate meaningful impact. | ||
| 05:30 – 06:30 PM | Cocktail Reception | |
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