Agenda for the Palm Beach Single Family Office Forum

March 24-25-26-27, 2025 | Hosted by Angelo Robles

We are thrilled to welcome you to the Palm Beach Single Family Office Forum, an exclusive gathering designed for those who lead, innovate, and drive the future of family offices. Taking place the week of March 24th, 2025, this isn’t just another event—it’s a high-impact experience where elite families, investors, and thought leaders come together to strategize, connect, and shape the next era of family offices.

This week in Palm Beach promises a powerful lineup of discussions, exclusive networking, and world-class experiences. Below is the current agenda (as of 3/4/25). Stay tuned for ongoing updates as we fine-tune this extraordinary week of insights and connections.

Hosted by Angelo Robles, Bryant Hayward and Alexander Galambos 

Monday, March 24th

6PM Cocktails Reception at Churchill's Palm Beach 

Premium Cigar Lounge and Bar located on Worth Avenue in Palm Beach! 

329 Worth Avenue. Palm Beach, FL 33480

Hosted by Gideon Pfeffer, Partner, Charge Capital Partners

Tuesday, March 25th

4PM Official Program Kick Off at the Colony Hotel

155 Hammon Avenue, Palm Beach 

4:00 PM - 4:30 PM | The Illusion of Permanence: Why Most Wealth Structures Fail

Join Forum Creator & Host Angelo Robles as he sits down with Daniel Zamora, Esq—the ultimate Family Office ‘Fixer’ the real-life ‘Wolf’ (as in Pulp Fiction) of wealth structuring.

History does not mark the end of power, only its transformation. Crowns change, empires fracture, but dominion endures for those prepared to claim it.

The same applies to family wealth. Influence and legacy don’t survive by standing still—they endure by being preserved, protected, and strategically positioned for what’s next. Most wealth holders assume their structures will last. Most are wrong. 

4:30 PM - 5:00 PM | Robles & Zamora: No Way Out – The Ultimate ‘What If?’ Exercise 

A high-stakes, real-world scenario designed to test your family office’s readiness.

Urban Chaos
What if an earthquake devastates NYC, crippling infrastructure?

•  No power / No ATMs / No communication / Locked-down systems. 
•  How will your family office respond in the first 24, 48, or 72 hours?
•  Do you have redundant systems to sustain operations?
•  Can you act decisively in chaos?

This isn’t theory—this is a stress test for the future of wealth protection.

5:00 PM - 5:30 PM | The Big Money Playbook: Where 4 Top Family Offices Are Investing in 2025

Forum Chair Bryant Hayward leads a high-impact discussion with top single family offices, revealing the boldest investment moves for 2025. Discover where smart capital is flowing, the sectors poised for breakout growth, and the strategies shaping the future of wealth creation.

5:30 PM - 5:55 PM | The War for AI Supremacy: Why the U.S. is Behind China—And How That Will Reshape Everything

Dr. Chase Cunningham, Retired Navy Chief Cryptologist & Intelligence Expert, on the Future of AI, Geopolitics, and Family Office Security

It’s the real intelligence briefing you won’t get anywhere else.

Are you prepared?

6:00 PM - 6:25 PM | The Macro Collision of AI & Bitcoin: Disruptive Forces Reshaping Markets

Renowned investor, deep thinker, and retired hedge fund manager Jordi Visser, CEO & Strategist at Visser Labs, unpacks the profound intersection of AI and Bitcoin—two of the most disruptive forces in modern finance.

6:30 PM Cocktails

7:00 PM Dinners 

 

Wednesday, March 26th

Colony Hotel

155 Hammon Avenue, Palm Beach

8:00AM - 9:00AM | Listening to Wealth

In this highly interactive session, John Messervey will share 44+ of the most common concerns from more than 10,000 family member interviews.  Together we will explore a wide range of family behaviors, change models, communication strategies and turning points on the road to harmony, unity and wealth continuity.  Add your questions/concerns to the list John will share at this tour de force presentation -- built around you.

Featuring: John E. Messervey | Private Advisor to America’s Leading Families™

9:00AM - 9:15AM | Open by Angelo Robles and Bryant Hayward

9:15AM - 9:45AM | Morning Keynote “The Great Market Reckoning: Who Wins and Who Loses?”

Andrew Brenton, CEO and a Co-Founder, Turtle Creek

9:45AM - 10:15AM | Billionaire Bets: 3 Single Family Offices Unveil Their Boldest Investment Moves

Go inside the minds of elite family office investors as they reveal their highest-conviction plays for 2025. No theory—just raw, real, and high-stakes strategies from those deploying serious capital.

10:15AM - 10:45AM | Capitalizing on the Boom: Why Industrial Real Estate is a Power Play for Single Family Offices 

Featuring: Jason Isaacson, Co-Founder, IP Capital Partners

10:45AM  - 11:15AM Morning Break

11:15AM - 11:45AM | Inside the Minds of 3 Real Investors: High-Conviction Strategies for 2025 

A powerhouse session of investors—share where they’re allocating capital and why.

•  50%+ in This Real Asset: The ultimate hedge with zero counterparty risk.
•  Exclusive Private Deals: How to access the hardest-to-enter investments.
•  Biotech. Sports. VC: A direct investing family office CIO reveals high-impact strategies.

PLUS SPECIAL: Turning Parking Lots into Gold Mines: The Smartest EV Investment of the Decade

11:45AM - 12:15PM | The Gold Dilemma: Why Family Offices Must Own & Secure Their Gold—Before It’s Too Late

Exclusive Insights from Switzerland on Gold, Government Control & Banking Risks

With rising geopolitical tensions, failing banks, and governments tightening control over assets, gold has once again become the ultimate hedge. But owning gold isn’t enough—how and where you store it could determine whether your wealth is truly protected.

In this critical session, we’ll dive into:
🔥 Why central banks are stockpiling gold—what they know that you don’t
🔥 The growing risks of bank-held gold—will you actually get your gold when you need it?

Featuring: Jonny Haycock, VON GREYERZ AG

12:15PM 1:30PM LUNCH

Exclusive Lunchtime Roundtable: Single Family Office Teaches Mastering the Virtual Family Office 

For those interested, the latter part of lunch will feature a special roundtable with a leading single family office executive who has built and optimized a 100% remote family office

•  How to achieve superior efficiency, agility, and cost-effectiveness. 
•  Team-building, system integration, and cutting-edge tech stacks. 

Discover how this leaner, faster, and more effective approach is reshaping the next generation of family offices

Featuring: Randy Abeles, CEO, Single Family Office

1:30PM - 2:00PM | The Power Dynamic No One Talks About: Why the Future of Your Family’s Wealth Depends on the Next Generation—Not You

Wealth and influence don’t endure by standing still—they survive through strategic engagement, protection, and positioning for what’s next. 

Most wealth holders assume their legacy is secure. Most are wrong.

Shayla Locklear, CEO of UnlmtdBrands, Wealth Psychology Coach, Succession & Family Governance Consultant 

2:00PM - 2:30PM | Unlocking Trapped Wealth: Advanced Strategies for Monetizing & Managing Appreciated Equity

Discover cutting-edge tools and strategies to preserve, protect, and grow wealth concentrated in low-basis assets—without unnecessary tax burdens or liquidity risks. Learn how elite investors are unlocking value while maintaining control, minimizing taxes, and maximizing long-term growth.

Presented by John Huss, Principal, AQR Capital Management

2:30PM - 3:00PM Afternoon Break

This Break Will Include 3 Breakout Tables for Family Offices Discussing VC, Energy and Real Estate Investments

3:00PM - 3:30PM | Venture Capital 2.0 for Global Impact: How TheFactor-Y is Industrializing Company Creation

Venture capital is broken—too slow, too risky, and too dependent on luck. But what if company creation could be engineered like an industrial process, eliminating failure and unlocking limitless potential?

Enter CBaaS®, a groundbreaking model which transforms unused intellectual property into 'acquire and scale-ready' businesses without the risks and inefficiencies of traditional entrepreneurship.

Instead of gambling on startups surviving the "valley of death," TFY systematizes success—automating and optimizing every step from MPV to Series A. 

Featuring: Philipp Assmus, Multi-Exit Entrepreneur, Single Family Office Principal and Founder, TheFactor-Y

3:30PM - 4:00PM | From Tech Titan to Family Office Innovator: Why a 3X Exit Entrepreneur Built an AI-Centric Tech Stack for Family Offices

A seasoned 3X exit tech entrepreneur reveals why he designed a custom AI-driven tech stack to optimize his family office operations—and how other family offices can leverage similar solutions for efficiency, security, and smarter decision-making

Featuring: Michael Sikorsky, 3X Exit Entrepreneur, Single Family Office Principal & Founder, Copia Wealth Studios

4:00PM - 4:15PM Late Afternoon Break

4:15PM - 4:45PM 2 Family Principals Share 10 Investments with 10X Potential

Featuring: JJ Sowers, Founding Family Principal & James Nazarov, Family Member

4:45PM - 5:00PM Closing Commentary 

5:00PM - 6:15PM Cocktail Reception

 

Thursday, March 27th

Special Post Forum Private Home Event & Soiree 

Limited Capacity /// Valet Parking - Uber 

3410 N Flagler Dr., West Palm Beach, FL  33407

12:30PM - 1:00PM Welcome Networking 

1:00PM - 2:00PM | Sandwiches & Salad Working Luncheon

🔥 Is the traditional VC model broken? How does AI-powered analysis change the game?
🚀 What are the biggest inefficiencies in how real estate family offices source and vet private deals?
🎯 Skill vs. Access—Can technology level the playing field for family offices in venture and real estate investing?
💰 The Future of Secondary Transactions—The most underutilized alpha opportunity?
📉 Are private markets still inefficient enough to generate alpha, or is the edge disappearing?
🏆 The Next Trillion-Dollar Sector—If you had to go all in on one private market trend, what would it be?

This is not a day of passive listening. This is an elite gathering of decision-makers who are actively shaping the next era of investing.

SPECIAL: Turning Parking Lots into Gold Mines: The Smartest EV Investment of the Decade. Featuring Steve Kuh, Entrepreneur 

2:00PM - 2:30PM | The AI Revolution & Family Offices: How One Founder Built, Scaled & Exited a $300M+ AI Empire

Featuring Cary Levine – AI Pioneer, Serial Entrepreneur & Family Office Principal

The future of AI isn’t coming—it’s already here. Cary Levine holds some of the earliest patents in Artificial Intelligence and Machine Learning, and his journey from bootstrapped founder to scaling a $300M+ AI-driven enterprise is a masterclass in innovation, execution, and disruption.

In this high-impact session, Cary will break down:
🚀 The real AI opportunities that family offices are missing right now
🚀 How to scale and exit a tech company for nine figures—what he learned firsthand
🚀 The AI-driven future of investing, entrepreneurship, and global power shifts

This is not theory—this is firsthand experience from a founder who has built, exited, and now invests in the most cutting-edge AI and tech opportunities shaping the next era of wealth creation.

2:30PM - 3:00PM | Afternoon Break

3:00PM - 3:30PM | Real Estate 

3:30PM - 4:00PM | The Digitized Equity Buyout (DEBO) – A New Approach to Asset Acquisition

Dean Callas, Founder, Next Layer Capital will introduce the Digitized Equity Buyout (DEBO) TM, a novel transaction structure that leverages debt to acquire Bitcoin as a strategic balance sheet asset. Unlike traditional LBOs, DEBO uses BTC’s long-term appreciation to enhance liquidity and capital efficiency. This session will explore the mechanics, risks, and opportunities of Bitcoin-backed financing and its potential impact on family office investment strategies.

4:00PM - 5:00PM | Un-Conference! Family Offices Step Up 5-Minutes Each

Suggested Topics: 

• How will AI, robotics, and automation impact the long-term value of commercial real estate, and which asset classes are most vulnerable to disruption?
• With interest rates, inflation, and geopolitical instability reshaping global capital flows, where should family offices be reallocating real estate holdings to maximize resilience and upside potential?
• As traditional property ownership models evolve, how should family offices approach fractional ownership, tokenization, and decentralized real estate investment opportunities?
• Are major cities experiencing a long-term structural decline, or is the current downturn a cyclical buying opportunity for patient capital?

The VC Reality Check: Winning in a World Where Hype Fails and Execution Wins. Featuring Aman Verjee, Managing Partner, Practical Venture Capital

5:00PM - 7:00PM | Outdoor Cocktails 

Co-Hosted by: Expresso Martini bar - Steeped Coffee, Josh Wilbur

Jake Mellor - CEO at Tequila Masters Solutions, Inc.