Register for the GFOB Pre-Conference here.

GFOB attendees receive a $300 discount off the non-member price for the ACA Summit, using the code GFOBF.

For questions, please contact Maria Makela, Stetson Family Office, at maria@stetsonfamilyoffice.com.

Global Family Office Bio-Forum, currently in 19 cities in the U.S, Europe and Asia, is the leading alliance of family offices focused on healthcare.

12:00pm Women’s Lunch: “Health is the new wealth”

Speaker: Meryl Comer, Emmy Award-winning journalist, President and CEO, Geoffrey Beene Foundation Alzheiemer’s Initiative 

2:00pm: Welcome and Introduction: Chuck Stetson, Principal, Stetson Family Office and Healthcare Impact Foundation

2:10pm – 3:00pm: Keys to Effective Impact Investing 

• How to effectively apply a values lens to for-profit investments and evaluate returns on multiple bottom lines.

• New frontiers in impact investing: what are the next big themes to invest in?

• How can we mitigate risk in early-stage life science investments?

Introduction: Grace Mathew, Senior Vice President, Stetson Family Office/Caroline Stetson Perkowski, 4th Generation Stetson Family member

Moderator: Lina Constantinovici, Founder, Innovation 4.4

Caren Croland Yanis, Principal, Croland Consulting, LLC

Sherry Grisewood, Chief Investment Officer, Fox Hill Asset Management 

Carolyn “Bo” Aldigé, Founder and CEO, Prevent Cancer Foundation

3:30pm - 4:20pm Diverse Investors = Diverse Investments: Costs and benefits of diversity

• Broadening the funnel – how to increase the pipeline for diversity from entry level to C-suite.

• What are the risks and rewards of diverse teams?

• How does your organization reflect its stated values and the values of its clientele?

Introduction: Grace Mathew, Senior Vice President, Stetson Family Office

Moderator: Dr. Mitzi Krockover, Principal, SSB Solutions, Managing Director, Golden Seeds  

Marissa Fayer, CEO and Founder HERHealthEQ 

Dr. Ethel Rubin, NIH Entrepreneur in Residence 

Marinela Gombosev, CEO, Evoke Neuroscience 

Break 4:20pm-4:35pm: Coffee break

4:35pm-4:50pm: Are You Ready for the Future – The Alzheimer’s Epidemic: A Generation In Denial 

Meryl Comer,President and CEO, Geoffrey Beene Foundation Alzheiemer’s Initiative 

Dr. James Thompson, Co-Founder, Chief Innovation Officer, Evoke Neuroscience

5:10-6:00 Next Generation in Healthcare

• What is the next generation of investors excited about, and how can we enable cross-sector innovations?

• What can we learn from millennials about consumer engagement?

• How do consumer trends inform the next generation of healthcare delivery? Moderator: Lina Constantinovici – Founder, Innovation 4.4

Spencer Gerrol, Founder & CEO at Spark Neuro 

Winston Ibrahim, Founder & CEO Hydros 

Raimondo del Balzo di Presenzano, Director, Stetson Family Office 

6:00pm-6:10 Connecting for Impact, through Global Family Office BioForums

Chuck Stetson, Principal, Stetson Family Office

8:15am-9:00am Continental breakfast, Michigan Room

• Effective governance in the life science context: what are best practices in vetting and managing investments?

• What have been your biggest wins and losses in healthcare investments?

• How do you interact with management teams? What are your criteria to judge their quality? 

Panelists: Moderator: Eugene Durenard, Managing Director, Stetson Family Office 

Richard Serbin, Former Chief FDA Counsel for Revlon Corp. and Johnson & Johnson 

Yaniv Sneor, Founder, Mid Atlantic Bio Angels

Carter Williams, CEO, iSelect Fund Management

Dr Sumarah Jamal, President and CSO, ENB Therapeutics Inc. 

9:50am-10:40am What Can Family Offices Learn from Angel Investors?

• What are the synergies between family offices and angel investors? 

• How can they partner to increase returns and minimize risk?

• Where do you make most of your healthcare investments (life sciences, device, diagnostic) and why?

Panelists: Moderator: Chuck Stetson, Stetson Family Office  

Kevin Schmelfenig, Managing Partner, McGeever Family Office

Allan May, Founding Chairman, Life Sciecne Angels 

David Abraham, CEO Phoenix Pharmaceutical Group, Angel Investor

Loretta McCarthy, Managing Partner, Golden Seeds 

10:40am - 11:00am Break 11:00am - 11:50am Fixing the Broken Funding Cycle with Early-Stage Life Science Companies

• How can family offices and angels position themselves to drive growth in the health and wellness industry?

• How can local investors connect to global life science investment opportunities?

• How can local companies participate in and contribute to the global life science ecosystem?

• How to work with local partners and create private-public partnerships.

Panelists

Moderator: Stephanie Marrus, Director, Entrepreneurship Center, UCSF, former Deputy Secretary of Economic Affairs, Massachusetts 

Tony Dimun, Founding Partner, Nascent Enterprises, LLC.  

Eugene Durenard, Managing Director, Stetson Family Office  

Michael S. Fisher, Managing Director, New Ventures, Kirchner Group 

Nicole Washington, Director of Innovation & Growth, OCTANe Growth Services  

12:00am-1:30pm Lunch: The Future of Healthcare

Guest Speaker: Joxel Garcia, M.D., M.B.A., Vice President & Chief Medical Officer, American Express Company, Former Four-Star Admiral and Assistant Secretary for Health, U.S. Department of Health and Human Services.

1:30 pm Next Steps and Conclusion