Curated Moments. Legendary Experiences.

Join us for a glimpse into the playbook behind the world’s most powerful brands

Tuesday, October 7, 2025 | Fordham University, Lincoln Center, New York City
Lowenstein E. Gerald Corrigan Conference Center, 12th Floor Lounge, Lincoln Center
113 West 60th Street, New York, NY 10023

• 4 PM ET — Arrival and Networking

• 5 PM ET — Keynote: Mastercard, IBM, Coca-Cola: game-changing brand strategy that transforms vision into market dominance

How do the world’s most iconic companies turn bold ideas into unstoppable brands?

Join Craig Bagno, Head of Strategic Excellence at FAZER, as he pulls back the curtain on the creative and strategic process behind world-class branding campaigns. With decades of experience shaping global household names, Craig will share how brands build trust, spark cultural relevance, and capture enduring value in a competitive marketplace.

Expect insider insights, actionable frameworks, and a rare look into the branding playbook of companies that define industries.

Discover what family offices can learn from these strategies to build enduring legacies, strengthen portfolio companies, and create brands that last across generations.

• 5:30 PM ET — Keynote: Beyond Cybercrime: The Hidden Fraud Schemes Targeting Family Offices

Family offices face risks that go far beyond ransomware. Fraudsters exploit trust through false invoicing, fake vendors, and identity manipulation, often striking where families feel most secure.

Join Chris Hetner, Cybersecurity Advisor to NACD and Nasdaq and former Advisor to the SEC Chair, as he reveals how these sophisticated fraud schemes unfold and why family offices are uniquely vulnerable. Drawing on decades of experience at the intersection of cybersecurity, governance, and financial markets, Chris will share practical strategies to detect red flags, strengthen internal controls, and protect generational wealth from both insider and external threats.

Expect actionable guidance, real-world case studies, and a framework for building fraud resilience that every family office can put into practice.

Discover what family offices can learn to safeguard assets, reduce exposure to fraud, and protect legacies across generations.

• 5:45 PM ET — Panel: Smart Capital, Lasting Impact: Insights from the Investor’s Seat

Venture capital decisions are driven by more than market trends; they reflect the principles and strategies of investors shaping the future of enterprise innovation. This panel will explore how institutional investors and family offices evaluate opportunities, balance risk with long-term value, and partner with founders to drive sustainable growth.

Expect candid insights into decision-making frameworks, capital deployment strategies, and the signals investors look for in today’s competitive landscape.

Discover what founders, institutions, and family offices can learn from the venture playbook to strengthen portfolios, scale innovation, and build companies that last across generations.