New Age Wealth: Building wealth in the digital age

Partner eventsNorth AmericaDallas, TexasDigital Monetary Institute
Wed 12 Feb 202511:30 - 22:00

New Age Wealth is an exclusive series of private gatherings by the Sovereign Wealth Fund Institute designed to educate, engage and empower leaders to navigate the evolving landscape of digital assets and uncover forward-thinking strategies for sustaining and growing wealth. It brings together family offices, ultra high net worth individuals, asset allocators, institutional investors and wealth advisers with the policy-makers and change-makers of the industry to drive meaningful advancements in the financial world.

Programme

MAIN EVENT FIRST SESSION

13:30 – 13:35 Welcome note by Edward Longhurst-Pierce, Chief Executive Officer, SWFI Private Gatherings

13:35 – 13:40 Setting the stage for the main event by Lee Bratcher, President, Texas Blockchain Council

13:40 – 14:25 Panel discussion one

14:25 – 14:45 The New Age Wealth, presented by Lakshmi Narayanan, Managing Member, Patel Family Office; Chairman, SWFI

14:45 – 15:00 One-on-one discussion

15:00 – 15:30 Refreshment break


MAIN EVENT – SECOND SESSION

15:30 – 15:35 Setting the tone for the second session by Edward Longhurst-Pierce, Chief Executive Officer of SWFI Private Gatherings

15:35 – 15:50 Economist perspective – Alexander Cartwright, Chief Executive Officer & Co-founder, HotelSHIFT

15:50 – 16:35 Panel discussion two

16:35 – 16:50 Good Fellows Award

16:50 – 16:55 The New Age Wealth by Clive Horwood, Managing Editor and Deputy Chief Executive Officer, OMFIF and John Orchard, Chairman, Digital Monetary Institute, OMFIF

16:55 – 17:00 Vote of thanks by Michael Maduell, President, SWFI


GALA DINNER

18:00 – 19:00 Registration, networking, cocktail and group photography

19:00 – 19:05 Welcome note by Dipika Patel, Chairwoman, Patel Family Office

19:05 – 19:10 Inviting the industry by Lee Bratcher, President, Texas Blockchain Council

19:10 – 21:30 Dinner and Good Fellows Award

21:30 – 21:40 Vote of thanks by Lakshmi Narayanan, Managing Member, Patel Family Office; Chairman, SWFI

21:40 – 22:00 Group photo and coffee

Speakers

William Peck

Head of Digital Assets

WisdomTree

William Peck

Head of Digital Assets

WisdomTree

Lakshmi Narayanan

Managing Partner; Chairman

Patel Family Office; Sovereign Wealth Fund Institute

Lakshmi Narayanan

Managing Partner; Chairman

Patel Family Office; Sovereign Wealth Fund Institute

Dipika Patel

Chairwoman

Patel Family Office

Dipika Patel

Chairwoman

Patel Family Office

John Orchard

Chairman, Digital Monetary Institute

OMFIF

John Orchard

Chairman, Digital Monetary Institute

OMFIF

Clive Horwood

Managing Editor & Deputy Chief Executuive Officer

OMFIF

Clive Horwood

Managing Editor & Deputy Chief Executuive Officer

OMFIF

Alexander Cartwright

Chief Executive Officer & Co-founder

HotelSHIFT

Alexander Cartwright

Chief Executive Officer & Co-founder

HotelSHIFT

Christopher Jensen

Portfolio Manager & Director of Digital Asset Research

Franklin Templeton

Christopher Jensen

Portfolio Manager & Director of Digital Asset Research

Franklin Templeton

Zion Hilelly

Chief Product Officer

Apex Group

Zion Hilelly

Chief Product Officer

Apex Group

Lee Bratcher

President

Texas Blockchain Council

Lee Bratcher

President

Texas Blockchain Council

Edward Longhurst-Pierce

Chief Executive Officer

Sovereign Wealth Fund Institute Private Gatherings

Edward Longhurst-Pierce

Chief Executive Officer

Sovereign Wealth Fund Institute Private Gatherings

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