Conference Agenda

This conversation brings together family office leaders, exited founders, investors, and next-generation voices who have helped shape Texas’ evolving culture of entrepreneurship, philanthropy, and impact investing. Panelists will explore how Texas has evolved from traditional family enterprises and philanthropy toward new models of social venture, angel investing, and impact-oriented capital, and what the next generation can learn from those who helped build the ecosystem. The conversation will also examine how family legacy, entrepreneurial ambition, and purpose-driven capital can come together to create a lasting impact in Texas and beyond.

Every family office carries the hope that the next generation will find a purpose of their own, not simply inherit wealth and responsibility. This session explores how giving together can help rising generations discover their “why” and connect with causes they genuinely care about. We will discuss how philanthropy can transform obligation into purpose, while building stronger family connections, belonging, and a shared vision that lasts beyond the transfer of wealth.

Virtuix Holdings Inc. (NASDAQ: VTIX) develops AI-driven, full-body simulation systems for consumer, enterprise, and defense markets. Its flagship Omni omni-directional treadmills enable users to walk and run freely in 360 degrees within immersive virtual worlds, advancing the fields of XR, spatial computing, and AI-driven experiences.

As financial lives become increasingly complex, gaining a clear and consolidated view of assets, investments, and liabilities is essential. This session explores how UHNWIs and family offices can simplify complexity, improve oversight, and make more informed financial decisions through a unified approach.

Family philanthropy is evolving beyond traditional giving toward more catalytic approaches to capital, partnerships, and long-term impact. This fireside conversation explores venture philanthropy and how families can create more meaningful and sustainable change.

This session explores how alternative investments can potentially enhance returns within fixed-income allocations while helping mitigate portfolio risk. Josh will discuss why investors may be accepting unnecessarily low fixed-income returns and explore alternative approaches to improving outcomes.

The presentation will cover the role of physical gold and silver in a modern portfolio, and why jurisdiction and allocated metal ownership matter in today’s capital markets.

Discover how InNova Global Fund provides access to emerging market microfinance, combining competitive financial returns with measurable social impact in Kenya. This session will explore its investment approach and why family offices are increasingly considering alternative investments that align financial performance with ESG impact.

Jeremy Johnson has experienced the entrepreneurial journey from nearly every angle, co-founding 2U and helping take it public, and co-founding Andela and helping build it to a $1.5 billion valuation. But the milestones only tell part of the story. In this candid fireside conversation, Jeremy and TIGER 21 Chair Michele Skelding go behind the headlines to explore the pivotal decisions, unexpected turns, extraordinary highs and difficult lessons along the way, and how they ultimately changed the way Jeremy thinks about risk, capital and investing today, both within his own family office and as a venture capitalist.

Building a multigenerational legacy requires more than financial success—it demands vision, stewardship, and the ability to evolve across generations. In this exclusive fireside conversation, J. Bradley Hilton shares insights on leadership, family enterprise continuity, long-term investing, and the values that shape enduring family legacies. Moderated by Denny Chared, the discussion explores legacy, entrepreneurship, governance, and generational responsibility in a changing world.

The founder of the Family Office Circle shares the vision behind the community and its role as a curated platform for global family offices. The session explores the value of trusted networks, peer engagement, long-term thinking, and disciplined stewardship in an increasingly complex world.

This lecture explores “credit invisibles” and “hidden prime” borrowers who face underbanking or financial exclusion. It examines the limitations of traditional credit scoring and how Trust Science® is creating more inclusive opportunities for underserved individuals to participate in the modern economy.

This panel will provide a clear overview of the current energy investment landscape for those without a traditional oil and gas background. As family offices increasingly allocate capital directly to the sector, experts will explore opportunities across minerals, royalties, and working interests, offering practical insights to help investors confidently evaluate the sector.

Reputational Security explores how a strong and clearly defined brand can act as a protective moat. This talk will examine how organizations and countries can strengthen trust, align their actions and messaging, and build brand equity to become more resilient and better prepared to recover from crises or misinformation.

This panel will explore the realities of investing in frontier technologies, from identifying promising companies and navigating long development cycles to funding scale-up and achieving successful exits. It will also examine why family offices, with their patient capital and long-term investment horizons, are uniquely positioned to support breakthrough technologies that traditional investors may overlook.

As the next generation steps into leadership, a new model of impact-driven leadership is emerging. Loreen Arbus and Denny Chared explore entrepreneurship, legacy, philanthropy, and how purpose-driven leaders can create meaningful social impact and lasting multigenerational influence.

The Family Office Circle, chaired by Ms. Lisa Silverstein CEO of World Trade Center, convenes a select group of ultra-high-net-worth families representing multi-generational private wealth and diverse sources of capital formation. This session will bring together several Circle members to share perspectives shaped by their unique journeys and evolving investment outlooks, highlighting how experienced principals navigate complexity and interpret the broader forces shaping global opportunities today.

As family wealth becomes increasingly global and the next generation takes on greater responsibility, cross-border and intergenerational collaboration is becoming essential. This conversation brings together family office leaders and next-generation voices from the U.S., Europe, and Mexico to explore how families can share knowledge, unlock opportunities, and create meaningful impact across generations, cultures, and borders.