Agenda
Thursday, August 21, 2025 Elite RIA & Family Office Investment Opportunities Summit - The Pendry Hotel - Below on this page
Summit Guide -Thursday, August 21, 2025 Elite RIA & Family Office Investment Opportunities Summit - The Pendry Hotel
Agenda - Friday, August 22, 2025 Elite RIA & Family Office Investment Opportunities Summit - Big Canyon Country Club - Below on this page
List of Registrations - Ticket Type - LinkedIn
Marketing Campaigns - Prior and After Event
Pictures - Thursday, August 21, 2025 - The Pendry, Newport Beach California
Pictures - Friday, August 22, 2025 - Big Canyon Country Club, Newport Beach California
Thursday, August 21, 2025 Elite RIA & Family Office Investment Opportunities Summit - The Pendry Hotel - Below on this page
Summit Guide -Thursday, August 21, 2025 Elite RIA & Family Office Investment Opportunities Summit - The Pendry Hotel
Agenda - Friday, August 22, 2025 Elite RIA & Family Office Investment Opportunities Summit - Big Canyon Country Club - Below on this page
List of Registrations - Ticket Type - LinkedIn
Marketing Campaigns - Prior and After Event
Pictures - Thursday, August 21, 2025 - The Pendry, Newport Beach California
Pictures - Friday, August 22, 2025 - Big Canyon Country Club, Newport Beach California
August 21, 2025 Elite RIA & Family Office Investment Opportunities Summit - The Pendry Hotel
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Friday, August 22, 2025 Elite RIA & Family Office Investment Opportunities Summit - Big Canyon Country Club
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9:30AM – 10:00AM Summit Check-In Pavillion
-------------------------------------------------------------------------------------------------------------------------------------------------
10:00AM – 6:00PM General Session Pavillion
ELITE RIA & Family Office Investment Opportunities Summit
-----------------------------------------------------------------------------------------------------------------------
10:00AM – 10:05AM Summit Kick-Off Pavillion
Welcome to the ELITE Investment Opportunities SummitNeil A. Greene –
Founder & CEO - JABOY Productions
-----------------------------------------------------------------------------------------------------------------------
10:05AM – 10:25AM Featured Speaker Pavillion
How Elite Storytelling Converts Cold Rooms into Committed Capital
Jimmy Nelson – Co-Founder, The WellCrafted Story
-----------------------------------------------------------------------------------------------------------------------
10:25AM – 10:50AM Keynote Speaker Pavillion
How to Think Like an FBI Agent
Frederick Simon - FBI Special Agent (Ret) / CEO - LOOP
-----------------------------------------------------------------------------------------------------------------------
10:50AM – 11:15AM Fireside Chat Pavillion
Current State of Tier! Venture Capital & The Seed Market. AI included.
Ben Narasin - Founder & General Partner, Tenacity Venture Capital
Moderator
Jimmy Nelson – Co-Founder, The WellCrafted Story
-----------------------------------------------------------------------------------------------------------------------
11:15AM – 11:30AM TL Capital Group Pavillion
Build-to-Suit Physical Rehab Hospitals for Exalt Health
Kimberly C. Thomas - Principal and Managing Partner
-----------------------------------------------------------------------------------------------------------------------
11:30AM – 11:45AM RESZI Pavillion
The Stepping Stone to the American Dream
Chris Mitchell - CEO Tyler Arrington - CIO
-----------------------------------------------------------------------------------------------------------------------
11:45AM – 12:05PM Keynote Speaker Pavillion
Nicole Buffett Studios and the Power of Art and Kindness to Heal our World
Nicole Buffett - Founder, Nicole Buffett Studios
-----------------------------------------------------------------------------------------------------------------------
12:05PM – 1:00PM Networking Lunch – Greatness in Newport Beach Pavillion Terrace
-----------------------------------------------------------------------------------------------------------------------
1:00PM – 1:25PM Keynote Speaker Pavillion
“Money, Power, Legacy”
Satyen Raja – Founder, WarriorSage Advisory
-----------------------------------------------------------------------------------------------------------------------
1:25PM – 1:55PM Panel Discussion Pavillion
Emerging Trends in Real Estate, Private Equity and Venture CapitalModerator
James Zanewicz – CEO, Connect
Panelists
Desiree Patno – CEO, NAWRB
John M. Carrick – Managing Principal, Integrated Capital Management
Aaron Manoucheri – COO & Co-Founder, Manoucheri Brothers LLC
Tim Rafalovich – Head of Fund Investing, Wells Fargo
-----------------------------------------------------------------------------------------------------------------------
1:55PM – 2:15PM Advanced Legal Planning Pavillion
Update on Law Affecting Those Running Family Offices
Gerard P. Fox, Esq. - Gerard Fox Law, P.C.
-----------------------------------------------------------------------------------------------------------------------
2:15PM – 2:30PM Capistrano Ranch Pavillion
Invest in the Elite Equestrian Lifestyle
T.J. Coveyou - Founder and Managing Partner
-----------------------------------------------------------------------------------------------------------------------
2:30PM – 2:45PM JT Capital Pavillion
“Multi Family Resilience Amid Market Volatility: Why Long-Term Fundamentals Still Win"
Sapan Talati - Founder
-----------------------------------------------------------------------------------------------------------------------
2:45PM – 3:00PM REI Energy Pavillion
Energize Your Investments & Maximize Your Tax Deductions
Michael Mauceli - CEO
-----------------------------------------------------------------------------------------------------------------------
3:00PM – 3:15PM Pressure Partners Pavillion
“The Future of Hyperbarics” 10.75% Convertible Note Offering
Clay Womack – CEO
-----------------------------------------------------------------------------------------------------------------------
3:15PM – 3:30PM The O’Donnell Group Pavillion
Industrial Real Estate – There Are No Substitutes
Douglas O’Donnell – CEO
-----------------------------------------------------------------------------------------------------------------------
3:30PM – 3:45PM Networking Break Pavillion Terrace
----------------------------------------------------------------------------------------------------------------------------- --------------------
3:45PM – 4:00PM Top Flite Capital Pavillion
Top Flite Capital Fund – Real Returns – Real Property – Real Impact
Timothy Baise - President
-----------------------------------------------------------------------------------------------------------------------
4:00PM – 4:14PM Key Real Estate Consulting, LLC Pavillion
Mineral Rights: The Ultra-Wealthy Strategy Hiding in Plain Sight
Thomas Brachey, PMP - Owner
-----------------------------------------------------------------------------------------------------------------------
4:15PM – 4:30PM Revitalization Unlimited Pavillion
Historic Preservation Funds Investment Overview
Steve Austin - Partner and CEO
-----------------------------------------------------------------------------------------------------------------------
4:30PM – 4:45PM Worth Investment Group Pavillion
True Private Equity: Worth Investment Group
Daniel Cortez - Vice President of Business Development, Worth Capital
-----------------------------------------------------------------------------------------------------------------------
4:45PM – 5:00PM Homestead Affordable Pavillion
Affordable Single Family Rental Strategy. Impactful Investment with Durable Path to Returns.
Ted Farry – Founder and CEO
-----------------------------------------------------------------------------------------------------------------------
5:00PM – 5:15PM Raintree Capital Management Pavillion
Sound Over Power: The Silent Revolution in Audio Delivery
Mike McAlister - Founder & CEO
----------------------------------------------------------------------------------------------------------------------------- --------------------
5:15PM – 5:30PM MAYKR Inc. Pavillion
Investing for The Autonomous Age
Keith Kaplan – CEO
-----------------------------------------------------------------------------------------------------------------------
5:30PM – 5:45PM K8H Ventures Pavillion
Benchmark Housing fund - Manufactured Housing Investment Opportunity
Kevin Mims – CEO & Co-Founder
----------------------------------------------------------------------------------------------------------------------------- --------------------
5:45PM – 6:15PM Keynote Speaker Pavillion
“Winning with Integrity” The Leigh Steinberg Story
Leigh Steinberg - Legendary Sports Agent, Entrepreneur, Chairman - Steinberg Sports and Entertainment
Widely known as the real-life inspiration for Jerry Maguire.
-----------------------------------------------------------------------------------------------------------------------
6:00PM – 6:45PM Networking Reception Bar Pendry
-----------------------------------------------------------------------------------------------------------------------
6:45PM – 8:45PM Dine-A-Rounds Newport Beach
Meet your Dinner Host at location noted on Dinner Invitation E-Mail
**DINNER CHANGES ARE NOT ALLOWED. HOSTS HAVE YOUR NAMES AND WILL BE WAITING FOR YOU**
-----------------------------------------------------------------------------------------------------------------------
9:30AM – 10:00AM Summit Check-In Pavillion
-------------------------------------------------------------------------------------------------------------------------------------------------
10:00AM – 6:00PM General Session Pavillion
ELITE RIA & Family Office Investment Opportunities Summit
-----------------------------------------------------------------------------------------------------------------------
10:00AM – 10:05AM Summit Kick-Off Pavillion
Welcome to the ELITE Investment Opportunities SummitNeil A. Greene –
Founder & CEO - JABOY Productions
-----------------------------------------------------------------------------------------------------------------------
10:05AM – 10:25AM Featured Speaker Pavillion
How Elite Storytelling Converts Cold Rooms into Committed Capital
Jimmy Nelson – Co-Founder, The WellCrafted Story
-----------------------------------------------------------------------------------------------------------------------
10:25AM – 10:50AM Keynote Speaker Pavillion
How to Think Like an FBI Agent
Frederick Simon - FBI Special Agent (Ret) / CEO - LOOP
-----------------------------------------------------------------------------------------------------------------------
10:50AM – 11:15AM Fireside Chat Pavillion
Current State of Tier! Venture Capital & The Seed Market. AI included.
Ben Narasin - Founder & General Partner, Tenacity Venture Capital
Moderator
Jimmy Nelson – Co-Founder, The WellCrafted Story
-----------------------------------------------------------------------------------------------------------------------
11:15AM – 11:30AM TL Capital Group Pavillion
Build-to-Suit Physical Rehab Hospitals for Exalt Health
Kimberly C. Thomas - Principal and Managing Partner
-----------------------------------------------------------------------------------------------------------------------
11:30AM – 11:45AM RESZI Pavillion
The Stepping Stone to the American Dream
Chris Mitchell - CEO Tyler Arrington - CIO
-----------------------------------------------------------------------------------------------------------------------
11:45AM – 12:05PM Keynote Speaker Pavillion
Nicole Buffett Studios and the Power of Art and Kindness to Heal our World
Nicole Buffett - Founder, Nicole Buffett Studios
-----------------------------------------------------------------------------------------------------------------------
12:05PM – 1:00PM Networking Lunch – Greatness in Newport Beach Pavillion Terrace
-----------------------------------------------------------------------------------------------------------------------
1:00PM – 1:25PM Keynote Speaker Pavillion
“Money, Power, Legacy”
Satyen Raja – Founder, WarriorSage Advisory
-----------------------------------------------------------------------------------------------------------------------
1:25PM – 1:55PM Panel Discussion Pavillion
Emerging Trends in Real Estate, Private Equity and Venture CapitalModerator
James Zanewicz – CEO, Connect
Panelists
Desiree Patno – CEO, NAWRB
John M. Carrick – Managing Principal, Integrated Capital Management
Aaron Manoucheri – COO & Co-Founder, Manoucheri Brothers LLC
Tim Rafalovich – Head of Fund Investing, Wells Fargo
-----------------------------------------------------------------------------------------------------------------------
1:55PM – 2:15PM Advanced Legal Planning Pavillion
Update on Law Affecting Those Running Family Offices
Gerard P. Fox, Esq. - Gerard Fox Law, P.C.
-----------------------------------------------------------------------------------------------------------------------
2:15PM – 2:30PM Capistrano Ranch Pavillion
Invest in the Elite Equestrian Lifestyle
T.J. Coveyou - Founder and Managing Partner
-----------------------------------------------------------------------------------------------------------------------
2:30PM – 2:45PM JT Capital Pavillion
“Multi Family Resilience Amid Market Volatility: Why Long-Term Fundamentals Still Win"
Sapan Talati - Founder
-----------------------------------------------------------------------------------------------------------------------
2:45PM – 3:00PM REI Energy Pavillion
Energize Your Investments & Maximize Your Tax Deductions
Michael Mauceli - CEO
-----------------------------------------------------------------------------------------------------------------------
3:00PM – 3:15PM Pressure Partners Pavillion
“The Future of Hyperbarics” 10.75% Convertible Note Offering
Clay Womack – CEO
-----------------------------------------------------------------------------------------------------------------------
3:15PM – 3:30PM The O’Donnell Group Pavillion
Industrial Real Estate – There Are No Substitutes
Douglas O’Donnell – CEO
-----------------------------------------------------------------------------------------------------------------------
3:30PM – 3:45PM Networking Break Pavillion Terrace
----------------------------------------------------------------------------------------------------------------------------- --------------------
3:45PM – 4:00PM Top Flite Capital Pavillion
Top Flite Capital Fund – Real Returns – Real Property – Real Impact
Timothy Baise - President
-----------------------------------------------------------------------------------------------------------------------
4:00PM – 4:14PM Key Real Estate Consulting, LLC Pavillion
Mineral Rights: The Ultra-Wealthy Strategy Hiding in Plain Sight
Thomas Brachey, PMP - Owner
-----------------------------------------------------------------------------------------------------------------------
4:15PM – 4:30PM Revitalization Unlimited Pavillion
Historic Preservation Funds Investment Overview
Steve Austin - Partner and CEO
-----------------------------------------------------------------------------------------------------------------------
4:30PM – 4:45PM Worth Investment Group Pavillion
True Private Equity: Worth Investment Group
Daniel Cortez - Vice President of Business Development, Worth Capital
-----------------------------------------------------------------------------------------------------------------------
4:45PM – 5:00PM Homestead Affordable Pavillion
Affordable Single Family Rental Strategy. Impactful Investment with Durable Path to Returns.
Ted Farry – Founder and CEO
-----------------------------------------------------------------------------------------------------------------------
5:00PM – 5:15PM Raintree Capital Management Pavillion
Sound Over Power: The Silent Revolution in Audio Delivery
Mike McAlister - Founder & CEO
----------------------------------------------------------------------------------------------------------------------------- --------------------
5:15PM – 5:30PM MAYKR Inc. Pavillion
Investing for The Autonomous Age
Keith Kaplan – CEO
-----------------------------------------------------------------------------------------------------------------------
5:30PM – 5:45PM K8H Ventures Pavillion
Benchmark Housing fund - Manufactured Housing Investment Opportunity
Kevin Mims – CEO & Co-Founder
----------------------------------------------------------------------------------------------------------------------------- --------------------
5:45PM – 6:15PM Keynote Speaker Pavillion
“Winning with Integrity” The Leigh Steinberg Story
Leigh Steinberg - Legendary Sports Agent, Entrepreneur, Chairman - Steinberg Sports and Entertainment
Widely known as the real-life inspiration for Jerry Maguire.
-----------------------------------------------------------------------------------------------------------------------
6:00PM – 6:45PM Networking Reception Bar Pendry
-----------------------------------------------------------------------------------------------------------------------
6:45PM – 8:45PM Dine-A-Rounds Newport Beach
Meet your Dinner Host at location noted on Dinner Invitation E-Mail
**DINNER CHANGES ARE NOT ALLOWED. HOSTS HAVE YOUR NAMES AND WILL BE WAITING FOR YOU**
-----------------------------------------------------------------------------------------------------------------------
AGENDA
Friday, August 22, 2025
ELITE RIA & Family Office Investment Opportunities Summit
Big Canyon Country Club | Newport Beach, CA
9:30AM – 10:00AM Summit Check-In Lakeview Room
-------------------------------------------------------------------------------------------------------------------------------------------------
10:00AM – 3:00PM General Session Lakeview Room
ELITE RIA & Family Office Investment Opportunities Summit
-------------------------------------------------------------------------------------------------------------------------------------------------
10:00AM – 10:05AM Summit Kick-Off Lakeview Room
Welcome to the ELITE Investment Opportunities Summit
Neil A. Greene – Founder & CEO - JABOY Productions
-------------------------------------------------------------------------------------------------------------------------------------------------
10:05AM – 10:25AM Featured Speaker Lakeview Room
“How to Shine in a Room Full of Strangers”
Jimmy Nelson – Co-Founder, The WellCrafted Story
-------------------------------------------------------------------------------------------------------------------------------------------------
10:25AM – 10:55AM Capistrano Ranch Lakeview Room
Invest in the Elite Equestrian Lifestyle
T.J. Coveyou - Founder and Managing Partner, Capistrano Ranch
-------------------------------------------------------------------------------------------------------------------------------------------------------
10:55AM – 11:25AM Fireside Chat Lakeview Room
Leveraging the Momentum for LA 2028
T.J. Coveyou - Founder and Managing Partner, Capistrano Ranch
Robert Ridland – Team USA Equestrian Jumping Coach
--------------------------------------------------------------------------------------------------------------------------------------------------------------------
11:25AM – 11:40AM Pressure Partners Lakeview Room
“The Future of Hyperbarics” 10.75% Convertible Note Offering
Clay Womack – CEO
-------------------------------------------------------------------------------------------------------------------------------------------------
11:40AM – 11:55AM K8H Ventures Lakeview Room
Benchmark Housing fund - Manufactured Housing Investment Opportunity
Kevin Mims – CEO & Co-Founder
-------------------------------------------------------------------------------------------------------------------------------------------------
11:55AM – 12:10PM Accend Group Holdings, Inc. Lakeview Room
Patented technology for shipping pallets
Mark J. Marshall– CEO
-------------------------------------------------------------------------------------------------------------------------------------------------
12:10PM – 12:25PM DWG Capital Partners Lakeview Room
"The Great American Industrial Fund" & "Industrious" Single Investment Offerings
Judd Dunning – President/Principal & General Partner
-------------------------------------------------------------------------------------------------------------------------------------------------------------
12:25PM – 1:30PM Networking Lunch Sycamore Room
------------------------------------------------------------------------------------------------------------------------------------
1:30PM – 1:45PM Land and Sea Energy, LLC Lakeview Room
World Leading Oil Technology
Andrew McDonald – CEO
Gabe Stalcup – COO
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
1:45PM – 2:00PM MedWatch Technologies Lakeview Room
Non-invasive Glucose Biosensor and Health Management App.
Mike Moore – Founder & Chief Strategy Officer
-------------------------------------------------------------------------------------------------------------------------------------------------
2:00PM – 2:15PM Homestead Affordable Lakeview Room
Affordable Single Family Rental Strategy. Impactful Investment with Durable Path to Returns.
Ted Farry – Founder and CEO
------------------------------------------------------------------------------------------------------------------------------------------------------------------------
2:15PM – 2:25PM Rise Palisades Lakeview Room
Rebuilding Communities and Creating Value in Pacific Palisades
Eelco van Maaren – Managing Partner, Ohana Capital Partners
------------------------------------------------------------------------------------------------------------------------------------------
2:25PM – 2:40PM JouleFit Lakeview Room
AI Fitness & Wellness Revolution
James Richey - CEO
---------------------------------------------------------------------------------------------------------------------------------------------
2:40PM – 2:55PM Beaming Lakeview Room
Untapped Value in Patient Care and the Next Generation of Human Optimization
Sam Womack – Founder and CEO
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
3:00PM – 4:30PM Capistrano Ranch Site Visit Lakeview Room
Meet at Entrance of Big Canyon Country Club for Shuttle – Limited Capacity
------------------------------------------------------------------------------------------------------------------------------------
Friday, August 22, 2025
ELITE RIA & Family Office Investment Opportunities Summit
Big Canyon Country Club | Newport Beach, CA
9:30AM – 10:00AM Summit Check-In Lakeview Room
-------------------------------------------------------------------------------------------------------------------------------------------------
10:00AM – 3:00PM General Session Lakeview Room
ELITE RIA & Family Office Investment Opportunities Summit
-------------------------------------------------------------------------------------------------------------------------------------------------
10:00AM – 10:05AM Summit Kick-Off Lakeview Room
Welcome to the ELITE Investment Opportunities Summit
Neil A. Greene – Founder & CEO - JABOY Productions
-------------------------------------------------------------------------------------------------------------------------------------------------
10:05AM – 10:25AM Featured Speaker Lakeview Room
“How to Shine in a Room Full of Strangers”
Jimmy Nelson – Co-Founder, The WellCrafted Story
-------------------------------------------------------------------------------------------------------------------------------------------------
10:25AM – 10:55AM Capistrano Ranch Lakeview Room
Invest in the Elite Equestrian Lifestyle
T.J. Coveyou - Founder and Managing Partner, Capistrano Ranch
-------------------------------------------------------------------------------------------------------------------------------------------------------
10:55AM – 11:25AM Fireside Chat Lakeview Room
Leveraging the Momentum for LA 2028
T.J. Coveyou - Founder and Managing Partner, Capistrano Ranch
Robert Ridland – Team USA Equestrian Jumping Coach
--------------------------------------------------------------------------------------------------------------------------------------------------------------------
11:25AM – 11:40AM Pressure Partners Lakeview Room
“The Future of Hyperbarics” 10.75% Convertible Note Offering
Clay Womack – CEO
-------------------------------------------------------------------------------------------------------------------------------------------------
11:40AM – 11:55AM K8H Ventures Lakeview Room
Benchmark Housing fund - Manufactured Housing Investment Opportunity
Kevin Mims – CEO & Co-Founder
-------------------------------------------------------------------------------------------------------------------------------------------------
11:55AM – 12:10PM Accend Group Holdings, Inc. Lakeview Room
Patented technology for shipping pallets
Mark J. Marshall– CEO
-------------------------------------------------------------------------------------------------------------------------------------------------
12:10PM – 12:25PM DWG Capital Partners Lakeview Room
"The Great American Industrial Fund" & "Industrious" Single Investment Offerings
Judd Dunning – President/Principal & General Partner
-------------------------------------------------------------------------------------------------------------------------------------------------------------
12:25PM – 1:30PM Networking Lunch Sycamore Room
------------------------------------------------------------------------------------------------------------------------------------
1:30PM – 1:45PM Land and Sea Energy, LLC Lakeview Room
World Leading Oil Technology
Andrew McDonald – CEO
Gabe Stalcup – COO
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
1:45PM – 2:00PM MedWatch Technologies Lakeview Room
Non-invasive Glucose Biosensor and Health Management App.
Mike Moore – Founder & Chief Strategy Officer
-------------------------------------------------------------------------------------------------------------------------------------------------
2:00PM – 2:15PM Homestead Affordable Lakeview Room
Affordable Single Family Rental Strategy. Impactful Investment with Durable Path to Returns.
Ted Farry – Founder and CEO
------------------------------------------------------------------------------------------------------------------------------------------------------------------------
2:15PM – 2:25PM Rise Palisades Lakeview Room
Rebuilding Communities and Creating Value in Pacific Palisades
Eelco van Maaren – Managing Partner, Ohana Capital Partners
------------------------------------------------------------------------------------------------------------------------------------------
2:25PM – 2:40PM JouleFit Lakeview Room
AI Fitness & Wellness Revolution
James Richey - CEO
---------------------------------------------------------------------------------------------------------------------------------------------
2:40PM – 2:55PM Beaming Lakeview Room
Untapped Value in Patient Care and the Next Generation of Human Optimization
Sam Womack – Founder and CEO
-----------------------------------------------------------------------------------------------------------------------------------------------------------------
3:00PM – 4:30PM Capistrano Ranch Site Visit Lakeview Room
Meet at Entrance of Big Canyon Country Club for Shuttle – Limited Capacity
------------------------------------------------------------------------------------------------------------------------------------