The 2025 Austin Family Office Conference
| 08:00 – 09:00 AM | Networking Breakfast | |
| 09:00 – 09:10 AM | Opening Remarks | |
| Denny Chared, Founder & CEO, DC Finance | ||
| CS Freeland, Executive Director, Texas Venture Alliance – Conference Moderator | ||
| 09:10 – 09:30 AM | Shalom Austin CEO, Rabbi Daniel A Septimus in Conversation with Leading Austin Philanthropists Phil & Adam Loewy and Dr. Matt Schocket | |
| Rabbi Daniel Septimus, CEO, Shalom Austin – Moderator | ||
| Phil Loewy, Shalom Austin Board of Directors, Chair Elect | ||
| Adam Loewy, Founder, Loewy Law Firm | ||
| Matthew S. Schocket, M.D., Founder & President, Interventional Pain Doctor, Captiol Pain Institute | ||
| The Jewish community was changed after the October 7th massacre and continuing hostage situation in Israel. Shalom Austin responded quickly by raising more than $3 million dollars to send with other US communities for a total of nearly $1 billion to support the Jewish State. As the war unfolds and global politics remain unpredictable Austin, like many other communities around the world, is experiencing a surge of interest in Jewish engagement and need for high impact philanthropy to meet additional needs of security and public affairs. Learn from this panel of Jewish community philanthropist about how they are able to make quick, thoughtful decisions for high impact gifts in a constantly changing world. | ||
| 09:30 – 09:40 AM | Redefining Agriculture: A Blueprint for Global Food Security | |
| Dennis Levine, Founder & CEO, Water Garden Farms LLC | ||
| In a world confronting climate change and depleting resources, we must revolutionize our approach to food production to feed a growing population. At Water Garden Farms, we’re not just farming—we’re cultivating change and setting a standard for mass transformation by delivering unparalleled ROI to consumers, retailers, shareholders, and the planet. A sustainable future depends on our creativity, integrity, and innovative models that drive adoption in capital markets. | ||
| 09:40 – 9:55 AM | Microlending as a Catalyst for Global Financial Inclusion: Bridging Wealth Management and Social Impact | |
| Rudolfo Beltran Jr, Vice President, Head of Capital Acquisition, Marketing & CRM, Positiviti Lending | ||
| Explore the transformative potential of microlending in driving financial inclusion and creating sustainable wealth in developing economies. This lecture will delve into how wealth managers can incorporate microlending opportunities into diverse investment portfolios, balancing financial returns with significant social impact. Attendees will gain insights into the innovative strategies employed by companies like Positiviti Lending to connect North American capital with high impact microlending initiatives in regions such as Kenya, demonstrating a new frontier in socially responsible investing. | ||
| 09:55 – 10:05 AM | A Score to Settle – Behind the Scenes with Credit Bureau 2.0 and its Award Winning, ESG-Forward Mission that Rights a $Multi-Trillion Wrong | |
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | ||
| This lecture will cover “credit invisibles” or “hidden prime” borrowers. These borrowers suffer under-banking or outright financial exclusion. The $multi-billion, established credit scoring industry does not have incentives to address inclusivity, and Trust Science® is now disrupting this industry. This creates very real, very human opportunities for marginalized people to join the modern economy. | ||
| 10:05 – 10:30 AM | Next-Gen Panel | |
| Carley Deardorff, Founder, Cultivate Curiosity; Partner, Culture Garden – Moderator | ||
| Chelsea Toler, Chief Impact Officer, Logictry | ||
Brittany Morrison, Austin Philanthropist | ||
| Michal Ann Morrison, Next Gen, Morrison Family | ||
| Ray Brimble, Founder, One Skye Foundation | ||
| As Austin continues to grow, so does the need for innovative philanthropy and the intentional preparation of the next generation of wealth stewards. This panel will bring together leading philanthropists, family office professionals, and social impact leaders to explore the evolving landscape of charitable giving and next-gen education. From emerging trends in philanthropy to strategies for cultivating financially literate, socially responsible leaders, the discussion will highlight how collaboration, technology, and education can drive meaningful change. Panelists will share insights on fostering strong community connections, equipping future leaders with the tools to steward family legacies, and ensuring philanthropy remains a powerful force for impact in Austin and beyond. | ||
| 10:30 – 11:00 AM | Coffee Break | |
| 11:00 – 11:20 AM | Family Circle Club Panel – Trade War | |
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| Evan V. Chrapko, Founder, Chairman & CEO, Trust Science | ||
| Howard Berman, Executive Chairman, Board Member, and Entrepreneur | ||
| How will this trade war end? The markets certainly don’t like it – but could it be, as some suggest, a difficult period in the short term that leads to long-term rewards? Howard Berman is a serial entrepreneur currently leading a successful pharmaceutical company. With tariffs now extending to pharmaceutical imports, how might this impact his partnerships with firms in India and other parts of the world? Evan Chrapko, a Canadian serial entrepreneur with several exits behind him, now leads a company aiming to revolutionize the financial rating system for borrowers. As a Canadian company operating internationally, how could the trade war affect them and their industry? | ||
| 11:20 – 11:35 AM | Converting Waste into Sustainable Solutions in a Profitable Way | |
| Edward Rodriguez, CEO, Prime Resources LLC – Moderator | ||
| Theo Ratliff, COO, Prime Resources LLC | ||
| Nathaniel Morgan III, Director of Expansion, Prime Resources LLC | ||
| Transforming plastic waste into sustainable aviation fuel and municipal solid waste into electricity. | ||
| 11:35 – 11:45 AM | Secure Bill Pay for Wealth and Family Office | |
| Brad Pinslow, Strategic Account Executive, BILL | ||
| This presentation explores a secure, end-to-end bill pay solution tailored for family offices and high-net-worth clients, ensuring seamless financial management with enhanced security, automation, and compliance. It highlights how integrated workflows, fraud prevention, and customized controls streamline complex payments while maintaining confidentiality and efficiency. | ||
| 11:45 – 11:55 AM | Tax Benefits and Income via Oil and Gas Drilling | |
| Jeff Johnson, CEO, Eagle Eye Funds | ||
| Write off 100% of 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. | ||
| 11:55 – 12:10 PM | Key Note Lecture | |
| Clayton Christopher, Founder, Sweet Leaf Tea & Deep Eddy Voka | ||
| 12:10 – 12:30 PM | Game On: Why Sports is 2025’s Hottest Investment Class | |
| Fran Harris, Founder & CEO of Electra Beverages & Nutritionals – Moderator | ||
| Steve Adler, Former Mayor, Austin | ||
| Christine A Plonsky, Chief of Staff, Texas Athletics | ||
| In this exclusive fireside chat, four dynamic sports thought leaders and advocates dive into the booming sports industry and explore why it’s becoming one of today’s most sought-after investment opportunities. From the global rise of women’s sports to the innovative ventures transforming sports tech, to the recent $6.1B purchase of the Boston Celtics and even the exploding opportunities in college athletics, sports are on fire. The panel will share insights on market trends, local opportunities, untapped sectors, as well as how the intersection of entertainment, media, and athletics is reshaping the investment landscape. Join us for an engaging conversation on the future of sports investments and what it takes to succeed in this fast-growing landscape. | ||
| 12:30 – 01:30 PM | Lunch | |
| 01:30 – 01:35 PM | Introduction to the Family Office Circle | |
| Denny Chared, Founder & CEO, DC Finance | ||
| 01:35 – 01:55 PM | Fireside Chat | |
| Trammel S. Crow, Founder EarthX | ||
| Vikram Agrawal, CEO & Co-Founder, American Resilience Partners; Senior Director, EarthxCapital, EarthX – Moderator | ||
| 01:55 – 02:15 PM | The Family Foundation: Toler Family on Why We Give Back and Invest in Impact Initiatives | |
| Chelsea Toler, President, The Family Foundation – Moderator | ||
| Jeff Toler, Treasurer, The Family Foundation | ||
| Shawn Toler, Secretary, The Family Foundation | ||
| Join the Toler family for a compelling discussion on the importance of philanthropy and investing in initiatives that create lasting social impact locally and globally. In this panel, the Toler family will share their personal journey of giving back, exploring their motivations, challenges, and the powerful role of family foundations in driving meaningful change. The conversation will highlight their approach to choosing impactful causes, the strategies behind their investments, and the enduring belief in empowering communities for a brighter, more sustainable future. Whether you’re a seasoned philanthropist or just starting to explore giving back, this panel will inspire and provide valuable insights into making a difference through thoughtful, intentional philanthropy. | ||
| 02:15 – 02:35 PM | Fireside Chat | |
| Johann Moonesinghe, Co-Founder & CEO, inKind | ||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| 02:35 – 02:55 PM | Venture Panel | |
| CS Freeland, Executive Director, Texas Venture Alliance – Moderator | ||
| Andrea Kalmans, Founder, Lontra Ventures | ||
| Jaleh Daie, Partner, Aurora Equity | ||
| 02:55 – 03:15 PM | Key Note Lecture | |
| Eric Ly, Co-Founder, LinkedIn; CEO, KarmaCheck | ||
| 03:15 – 03:35 PM | American Resilience by Preserving America’s Heartland | |
| Vikram Agrawal, CEO & Co-Founder, American Resilience Partners; Senior Director, EarthxCapital, EarthX – Moderator | ||
| Marshall Bowen, Vice President& General Counsel, Shield Ranch | ||
| Leo Welder, Strategic Consultant; 3x Founder | ||
| A discussion with multi-generational Texan ranching families whom have a strong affinity for conservation, environmental stewardship, innovation, and collaboration with other families | ||
| 03:35 – 03:55 PM | Next Gen Panel | |
| Chelsea Toler, Chief Impact Officer, Logictry – Moderator | ||
| Chris Aw, Board Member, Operation Snow Leopard | ||
| Bucky Apisdorf, Co-Founder & CEO, Let’s Do Something | ||
| Bea Gasca, Expert in North American HR / AI Affairs | ||
| 03:55 – 04:15 PM | Fireside Chat | |
| Mary Ann Thompson-Frenk, Next Gen, the 7-Eleven Family; Co-Founder/President, The Memnosyne Institute | ||
| Denny Chared, Founder & CEO, DC Finance – Moderator | ||
| 04:15 – 05:00 PM | Cocktail | |
Our Social Medias:
