At ICV Sonoma, we will bring visibility to social impact companies that are shaping the future of traditional industries and organizations that are addressing societal challenges — front and center to an investment community by virtue and wealth that can advance corporate responsibility, capitalize businesses at significant levels, and influence systemic change.
ICV Sonoma is designed to deliver diverse content to Family Offices who are allocating their capital across asset classes; carefully examining the interconnected risks that may disrupt a well-thought-out portfolio designed for future generations; and, improving the wellbeing of humankind through their philanthropy.
ICV will donate 100% of the profits of the event to the Sonoma Ecology Center, which addresses challenges related to water supply and quality, open space, rural character, biodiversity, energy, climate change, and quality of life.
CEO Spotlight
The person in charge will speak on leadership and industry.
- Nevan Elam, J.D., Chairman and CEO of AntriaBio, co-founded AntriaBio in October 2012 with Dr. Huh and Dr. Mantripragada, and brings to the company a rich background in management, operations, consulting, finance, and corporate law. He currently serves on the board of directors of Savara Pharmaceuticals in Austin, Texas as well as Aerogen, Inc. in Galway, Ireland.
Manager Spotlight
One of the world’s top fund managers will share his investment approach and outlook.
- Dr. Joon Yun, President of Palo Alto Investors, an investment management firm founded in 1989 with $1.8 billion in assets invested in healthcare. Board certified in Radiology, Joon served on the clinical faculty at Stanford from 2000-2006. He received his B.A. from Harvard, M.D. from Duke Medical School, and clinical training at Stanford. Joon has served on several corporate and non-profit boards, and has published dozens of patents, scientific articles, and business essays. He is a contributor to Forbes, and is the health editor for Evolution magazine. Joon recently agreed to donate a $1million Palo Alto Prize to reverse the aging process.
Family Office Roundtable
Members of single family offices will speak openly on a wide range of topics such as sourcing deal flow, direct investing, allocating to professional managers, and family governance.
- Everett Alexander, Chief Investment Officer of Olivenhein Holdings (New York), is responsible for sourcing, analyzing and investing in early stage companies that target large market opportunities, that are minimally capital intensive and highly scalable.
- Kevin McGovern, Chairman and CEO of McGovern Capital and The Water Initiative®, which co-creates customized and sustainable drinking water solutions through innovative partnerships with municipalities, business and local microentrepreneurs in developing and developed countries. Through McGovern Capital, he has founded over fifteen companies, six of which have become world/category leaders, has been lead negotiator/principal in over twenty (20) global joint ventures. McGovern Capital serves as an investment, strategy and licensing participant and advisor to global businesses. McGovern was a founder of SoBe Beverages, the fastest growing beverage company ever in the US (sold to Pepsi), and McGovern Capital was one of three owners of KX Industries, L.P., the largest manufacturer and worldwide source of carbon water purification filters, having invented and supplied PUR to P&G, the first end-of-tap filter to Brita, and the first refrigerator water filter to Electrolux. He also created the program, supervised and negotiated all licensing of Tristrata’s alpha hydroxy acid (AHA) patents, which technology was incorporated in approximately 40% of all global skin care products, and is sold in approximately 88 countries. He serves/served on many public and private boards including The Sports Authority (Exec. Committee – NYSE).
- Nick Davis Raynes began his business career at a young age working an apprenticeship alongside his grandfather, Marvin Davis, a wildcatter, who later owned 20 Century Fox, Pebble Beach Golf Course, The Beverly Hills Hotel, The Aspen Mountain, Little Nell Hotel, and built the Fox Plaza in Los Angeles, amongst many other private and public sector deals. Nick has since invested and raised capital for real estate, technology, energy, and alternative energy deals and currently works with a private equity firm based in San Francisco that invests in real assets globally. Nick is passionate about start-up companies and sits on various advisory boards. He is active with charitable causes including his grandmother Barbara Davis’ Children’s Diabetes Foundation and Carousel of Hope Ball that raises funds for juvenile diabetes.
Investment Outlook: Environmental, Social & Governance (ESG)
Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment outlook and industry insights.
- Kesha Cash, Founder and General Partner of the Impact America Fund, investing in billion-dollar market opportunities that use technology to enhance the lives of all Americans.
- Jeffrey Friedland, CEO of Singapore-based Friedland Global Capital, which enables companies in emerging and frontier markets, to access foreign capital and obtain stock market listings in North America, Europe and the Asia-Pacific. He is the author of “All Roads Lead to China: A Road Map to the World’s Fastest Growing Economy”. Jeffrey has been featured or quoted in numerous publications including the Wall Street Journal, USA Today, The South China Morning Post (Hong Kong), the Business Standard – India’s leading business daily, Forbes, and China Daily – China’s leading English language newspaper. He has been featured over 60 times on CNBC and its predecessor, Financial News Network, as well as on Bloomberg TV and Bloomberg Radio.
- Hoyoung Huh, Chairman of AntriaBio, CytomX Therapeutics, and Geron. Hoyoung is also the Founder of The Healthcare & Humanity Foundation (HHF), a platform for catalytic giving, which engages individuals and families in a tailored and transformative giving experience. The Foundation is building a community of individuals who are leaders in business, sciences and the arts, located in the San Francisco Bay Area, who want to make a lasting and sustained contribution to the betterment of individuals and society through catalytic giving.
Investment Outlook: Technology
Leading industry focused investors who leverage their talent, influence and capital to identify and grow businesses will share their investment outlook and industry insights.
- Ray Conley, Managing Partner of Finance Technology Leverage, which provides capital to companies engaged in the most profound and significant technological advances in the world and CEO of CreekStone Capital Management, a different kind of investment company, which delivers superior investment returns to clients requires continuous innovation, an open mind, hard work, seasoned management, and a clear understanding of value.
- Ammar Hanafi, Co-Founder and General Partner of Moment Ventures, a seed and early stage venture capital investing in the Infrastructure of
Everything.
Investing in an Attractive Asset Class: The Entertainment Industry
Invitations to Hollywood premieres and Broadway openings, producer credits, and even a chance at an Oscar or Tony Award can be enticing. Investing in entertainment can generate high ROIs with a sophisticated approach. Members of the film and theater industries share their best practices for producing and financing projects: assessing and managing risk, packaging talent, gauging market conditions and audience tastes, devising distribution strategies, and structuring investment for optimum risk/reward ratio.
- Myles Nestel, Co-Founder and Head of The Solution Entertainment, is a multi-faceted, full service international sales and financing company which offers filmmakers access to development funding, production funding, production and post-production services as well as international distribution.
- Nick Davis Raynes began his business career at a young age working an apprenticeship alongside his grandfather, Marvin Davis, a wildcatter, who later owned 20 Century Fox, Pebble Beach Golf Course, The Beverly Hills Hotel, The Aspen Mountain, Little Nell Hotel, and built the Fox Plaza in Los Angeles, amongst many other private and public sector deals. Nick has since invested and raised capital for real estate, technology, energy, and alternative energy deals and currently works with a private equity firm based in San Francisco that invests in real assets globally. Nick is passionate about start-up companies and sits on various advisory boards. He is active with charitable causes including his grandmother Barbara Davis’ Children’s Diabetes Foundation and Carousel of Hope Ball that raises funds for juvenile diabetes.
- Vivian Tarn, Vice President of Strategic Initiatives, Investments and Banking at The Weinstein Company, a multimedia production and distribution company launched in October 2005 by Bob and Harvey Weinstein, the brothers who founded Miramax Films in 1979. TWC also encompasses Dimension Films, the genre label founded in 1993 by Bob Weinstein. During Harvey and Bob’s tenure at Miramax and TWC, they have received 341 Oscar nominations and won 81 Academy Awards.
- Milo Ventimiglia is an American actor. Milo recently starred in “Wild Card,” alongside Jason Statham. His other film credits include starring as Sylvester Stallone’s son in the sixth installment of the Rocky series, “Rocky Balboa,” the “Killing Season” in which he portrayed Robert DeNiro’s son, the Adam Sandler comedies “That’s My Boy” and “Grown Ups 2” the heist film “Armored” with Matt Dillon and Laurence Fishburne, and “Gamer” alongside Gerard Butler, “Pathology,” and the Wes Craven/Kevin Williamson thriller “Cursed.” On the small screen, he is best known for his roles in the NBC drama “Heroes,” a show that received a Golden Globe nomination for Best Television Series – Drama and won the People’s Choice Award for Favorite New Television Drama and the critically acclaimed television drama “Gilmore Girls.”
- Skip Williamson is a feature film producer and partner at 5B Artist and Media in Venice, CA. His credits include the $500mm box office grosser “Underworld,” a series that he personally discovered while a 14-year partner at Lakeshore Entertainment, an American independent film production, finance, and international sales and distribution company, as well as the hit franchise “Crank” among several other films. Skip is the founder of Lakeshore Records, the largest independent soundtrack label in the world. He is Grammy nominated for producing the soundtrack to “Napoleon Dynamite.”
The Next Black Swan: Depopulation and Implication for Investors
Despite a fact pattern that 100% of the developed world (40%) has fertility rate below replacement, the market’s opinions are founded on the overpopulation thesis. The implications for bond, real estate, equities, natural resources, and human capital will be profound.
- Dr. Joon Yun, President of Palo Alto Investors, an investment management firm founded in 1989 with $1.8 billion in assets invested in healthcare. Board certified in Radiology, Joon served on the clinical faculty at Stanford from 2000-2006. He received his B.A. from Harvard, M.D. from Duke Medical School, and clinical training at Stanford. Joon has served on several corporate and non-profit boards, and has published dozens of patents, scientific articles, and business essays. He is a contributor to Forbes, and is the health editor for Evolution magazine. Joon recently agreed to donate a $1million Palo Alto Prize to reverse the aging process.
Transportation
| DATE |
PICK-UP TIME |
PICK-UP LOCATION |
DROP-OFF 1: LOCATION |
DROP-OFF 1: TIME (approx.) |
DROP-OFF 2: LOCATION |
DROP-OFF 2: TIME (approx.) |
| Thursday, January 14 |
9:00 AM |
San Francisco Union Square |
Hotel |
*10:45 AM |
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| Saturday, January 16 |
9:00 AM |
Hotel |
San Francisco Union Square |
*10:45 AM |
San Francisco Int’l Airport |
*11:15 AM |
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