ACG 101 Sept 19th 2024 Family Office Wealth Conference

Stephen Carter leads Weaver’s Family Office Services and Weaver Capital Advisors, offering a broad array of financial services to high net worth and ultra-high net worth individuals, their families and their businesses. With more than a decade of experience supporting some of the world’s wealthiest families and individuals, Stephen delivers best-in-class services to provide peace of mind to families seeking to preserve and protect their legacy. He understands that every family is unique and that each situation requires open communication, effective coordination, competent planning and the highest quality service. Stephen’s education and background are in M&A, IT, private banking and investment management. This extensive experience coupled with the resources of a large, national CPA and advisory firm enables unparalleled, custom-tailored solutions to support the family’s success for generations. Weaver’s Family Office Services include lifestyle management, financial organization, integrated planning, philanthropy, risk and liability management strategies, coordination of third parties, and wealth and investment strategy. Stephen holds a bachelor’s in business administration from the McCoy School of Management at Texas State University.

As head of Wilmington Family Office, part of Wilmington Trust Emerald Family Office & Advisory®, Julie leads the effort to provide a robust platform of strategic planning and financial advisory services and solutions to successful executives, entrepreneurs, and their families.

Julie has over 20 years of experience in advising clients as a wealth advisor. She focuses on simplifying the complex and integrating internal and external advisors to provide clear communication to families, fostering educated decision making.

Prior to joining Wilmington Trust, Julie served as a vice president at Northern Trust focused on providing investment consulting services to ultra-high-net-worth families. She spent time on the hedge fund desk at JPMorgan Private Bank after beginning her career at the Goldman Sachs Private Bank.

Julie holds an MBA in finance and strategy from Northwestern Kellogg School of Management and a bachelor’s degree in economics from the University of Chicago. She worked at McKinsey & Co. prior to obtaining her MBA.

She is active in her local community, serving on the parent board of Brentwood School and is an avid youth sports volunteer. She enjoys skiing and traveling with her husband and three daughters.

Shauna Kohanchi is a Banker in the Los Angeles office of J.P. Morgan Private Bank, specializing in advising business owners and multi-generational wealth. With a deep understanding of the unique challenges and opportunities that come with managing and preserving family wealth, Shauna works closely with successful business owners, executives, and their families to create strategic wealth plans tailored to their specific needs. Shauna believes that the cornerstone of building trusted relationships is understanding each client’s story—what they hope to achieve for themselves, their family, and their community. She and her team leverage this understanding to provide comprehensive advice across the client's entire balance sheet. This includes tax-efficient borrowing strategies, liquidity management, innovative investment ideas, and sophisticated estate and philanthropic planning. Shauna has extensive experience in pre-transaction and post-transaction planning, helping clients navigate the complexities of business exits to maximize value and manage resulting wealth effectively. As the daughter of an immigrant family, Shauna appreciates the importance of financial literacy and wealth stewardship. She is passionate about engaging with the next generation, helping them understand and manage their inheritance, and empowering them to create their own legacies. Shauna began her career as a Financial Analyst at J.P. Morgan Private Bank, later moving to UBS Private Wealth Management. Upon her return to J.P. Morgan, she brought with her a wealth of experience in financial planning and liquidity modeling, confident in the firm's ability to offer diverse strategies and resources across all lines of business. Born and raised in Los Angeles, Shauna graduated from UCLA with a B.A. in Economics and a minor in Entrepreneurship, and spent a semester abroad at University College London. Shauna is dedicated to helping families navigate the complexities of multi-generational wealth, ensuring that their financial legacies are preserved and enhanced for future generations.

Born Ronald William Artest Jr. , in Queensbridge, New York, Artest changed his name to Metta World Peace in September 2011 in an effort to encourage happiness and wellness.  He is the father of four children.  

Founder of Artest Management Group and Co CEO of XvsXSports , Metta looks to build his management company piece by piece . 

World Peace played professional basketball for 19 years.  In his career he played for 6 NBA teams.  He won the NBA World Championship with the LA Lakers in June 2010 and received the J. Walter Kennedy Citizenship Award – the NBA’s highest citizenship and community service honor – in April 2011. He was selected to the 2005-06 NBA’s All-Defensive Team, was voted by the media as 2003-04 NBA’s Defensive Player of the Year and was the only man with 271 steals in his first two seasons in the NBA, breaking Michael Jordan’s record. His autobiography, “No Malice: My Life in Basketball” was released in May 2018 with Triumph Publishing and a documentary on his life in basketball, “Ron Artest: The Quiet Storm” was released on Showtime in May 2019. World Peace is currently pursuing many entrepreneurial projects including the XvsXsports project which will launch to the general public in October 2020.

World Peace is also known as a prominent mental health advocate, pop culture personality and media favorite.  He raffled off his 2010 NBA World Championship Ring with the proceeds going to his nonprofit, Xcel University (now known as Artest University). The online ring raffle raised more than $650,000.  Funds were donated to nonprofits that provide mental health therapists and mental health services to their communities and to provide scholarships to underprivileged youth in the New York City area.  

Matthew is an LA-based venture capital investor and attorney with a focus on the media industry.
He is the founder of LH Capital, the family office of the Hermes and Lowe families, where they invest in funds and companies at the cutting edge of media, fashion, enterprise software, and beyond.
He previously worked at Miroma Ventures, a part of the global independent marketing business Miroma Group, which comprises industry-leading marketing and communications agencies that provide services across the marketing mix for clients including Adidas, Amazon, eBay, Netflix, Sony, Spotify, and YouTube. At Miroma, Matt invested in companies across industries including fintech, the creator economy, sustainable foods, defense, enterprise software, AI, and more.
Prior to joining Miroma, Matt was the Head of US Talent at Komi, a creator economy startup, and an advisor to founders in the entertainment space.

Stefanie J. Lipson is a Partner in the Private Client Services group of Greenberg Glusker LLP. Stefanie provides comprehensive tax counsel to domestic and international families and family offices, real estate and tech entrepreneurs, high-profile entertainment industry figures, private investors, and closely held business owners in all aspects of their family’s personal wealth and succession planning. Stefanie advises her clients in proactive wealth transfer, income, and property tax planning strategies, pre-liquidity transaction planning, and pre- and post-death administration, with focused expertise in generation-skipping transfer tax, planning with S corporations, California real property tax, privacy structures, and cross-border trust planning and residency issues. She is a frequent author and speaker on domestic and cross-border wealth transfer planning topics and has been recognized in Chambers' High Net Worth Guide in the area of Private Wealth Law and in The Best Lawyers in America.

Todd Makurath is Founder and Partner at Makuron Venture Partners where he focuses on investments and incubation within the Entertainment and Experiences category.  As a successful and innovative entrepreneur Todd Makurath built his career with a combination of keen insights into the power of brand development, deep collaborative partnerships with A-list creative talent and a global business perspective.

Previously, Todd served as Co-Founder and Vice Chairman of AGBO, an independent motion picture and television studio where he Executive Produced the Academy Award-winning film EVERYTHING EVERYWHERE ALL AT ONCE, EXTRACTION, CHERRY, 21 BRIDGES, RELIC, ASSASINATION NATION, MOSUL and television shows LARRY CHARLES DANGEROUS WORLD OF COMEDY, SLUGFEST and CAPTIVE AUDIENCE.

As a serial entrepreneur Todd founded, built, and served as CEO of the leading commercial production company Magnetic Field, producing nearly $200m of television commercials over more than a decade. He also co-founded advertising agency Superconductor, an AdAge 2020 and 2024 Small Agency of the Year.  Together the he companies have won numerous awards for their work including Gold Lions from the Cannes Festival of Advertising and worked with A-list directors including Justin Lin, Joe and Anthony Russo, Rian Johnson, Jaume Collet-Serra, Peyton Reed, Louis Leterrier, Dan Gilroy, Alan Taylor, Larry Charles, and Eric Andre.

Todd is a founding partner and shareholder of CCBC West, the West coast operating company for Creature Comforts Brewing Company, the 30^th largest craft brewery in the U.S.

Todd’s education includes a Master of Fine Arts degree from the American Film Institute and an undergraduate Bachelor of Business Studies degree from Trinity College Dublin.

Mr. Bass possesses almost 20 years’ experience in Private Equity and Family Office. He is a Principal at BP Partners Management and SPB Partners. BP is a multifamily office anchored by his family and one other; BP serves 4 generations and makes investments principally in the private markets – equity, credit and real estate; he serves in managerial, oversight and investment roles at BP. SPB is a committed lower middle market, industry agnostic private equity fund anchored by BP that is currently in wind down. Mr. Bass was also a senior investment professional at two private equity startup firms, serving as President and Investment Committee member at Axxes Capital, and Managing Director and Investment Committee member at Lotus Domaine. Axxes focused on ‘democratizing’ private equity, while Lotus concentrated on early-stage software companies. Mr. Bass has also served in several capacities on portfolio company boards. Prior to his private equity and family office work, he was an investment banker at Chanin Capital Partners (now Kroll), a boutique firm specializing in troubled debt restructuring, and distressed and non-distressed middle market M&A and Corporate Finance. He was also an Auditor and Consultant serving large financial institution clients at Deloitte & Touche where he also earned his CPA (inactive). He started his career at T. Rowe Price. Mr. Bass holds a Master of Accounting degree from the University of Southern California, and a Bachelor of Arts degree in Economics from The Claremont Colleges’ Pitzer College. He has guest lectured several times at his alma maters.

Walter O'Brien (aka "Scorpion") is the founder of https://scorpioncomputerservices.com, a global think tank for hire that provides “intelligence on demand” as a concierge service for “ANY funded need”. The hit CBS-TV drama "Scorpion" is based on his true-life story and aired in 188 countries for up to a billion viewers a week, the show’s opening scene shows Walter being busted by the NSA/INTERPOL for hacking into NASA and stealing the blueprints to the space shuttle at 13 years old, with an IQ of 197 (5^th highest in the world). Walter is the Executive Producer of "Scorpion" and also credited on Spiderman Homecoming, Venom and “The man who fell to earth” on HBO. Walter’s special abilities led to him being certified by U.S. Department of Homeland Security as being of National Interest to the US and was granted him a National Interest Extraordinary Abilities Visa, qualifying him to work on classified US government projects. Walter has mitigated risk for 7 years on $1.9 trillion of investments and has invented and applied Artificial Intelligence (AI) engines to protect US war fighters in Afghanistan. Walter has personally applied AI to the Navy's command and control system “Agile”, as well as “Aegis” the Ballistic Missile Defense System and recently deployed his AI Engine ScenGen to the US Army's Drone Fleet. Walter has created over 177 unique technology inventions, is an Irish national coding champion and competed in the Olympics in informatics. Walter was recognized by the Fort Wayne Base Community Council for saving countless lives and awarded a member's Combat Infantry Badge and Battle Dress Uniform from Operation Desert Storm. Walter is the youngest recipient of Unite4:Good's Celebrity ICON Humanitarian Lifetime Achievement Award for his work in anti sex trafficking and anti-terrorism and has received a commendation for his contribution to World Peace. Walter was the keynote speaker at MENSA's Annual Gathering and provided the seed funding for TaxiWatch, a suicide prevention program that has saved over 1,000 lives to date.

Jonathan Hung is a successful VC and entrepreneur. He has evolved from his role as a prolific angel investor with over 100+ pre-seed and pre-IPO investments under his belt to becoming the Managing Partner for Entrepreneur Ventures and Venture Partner at Trousdale Ventures.

Jonathan is a driver of value creation who supports entrepreneurs, investors, startups, and high-net-worth individuals seeking capital and exposure. His work at Entrepreneur Ventures and Trousdale Ventures demonstrates his strategic expertise and investment acumen. He encourages growth through finance, business development, networking, data analysis, and leadership excellence.

Jonathan’s hands-on approach focuses on long-term success and seamless expansions into new global markets. He provides intuitive business mentorship based on his experience running the US and China offices as President of United Overseas Textile Corporation and work as a Financial Adviser at Morgan Stanley and UBS. He believes every company deserves genuine mentorship despite its size or niche.

Mr. Hung rounds out his time as a Managing Member of his family office fund, J Heart Ventures. He leverages prestigious degrees from renowned institutions, such as the University of Southern California (BSc Business Administration), London School of Economics (M.Sc. History of International Relations), Massachusetts Institute of Technology (MIT) (M.Eng.Supply Chain and Logistics), and The Wharton School at the University of Pennsylvania (MBA).