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November 16-18, 2021
Palm Beach, Florida
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For information on becoming a partner for our 2021 event please contact Susan Kemp at 





Global Digital Assets (GDA Capital) is the capital markets arm of the GDA Group of Companies and is a financial institution that provides merchant banking services to financial technology, blockchain, digital asset and other disruptive technology businesses. GDA Capital is globally headquartered in Toronto & New York City with satellite offices in San Francisco, London, Hong Kong, Bermuda and Malta, and a distributed team around the world. GDA executives have a world-leading track record of experience executing on projects for Fortune 500 companies, governments, and digital asset offerings from the venture incubation phase to liquidity.
For more information contact:
Jonah Mirsky
Senior Marketing Associate
445 Adelaide Street West
Toronto Ontario, M5V 1T1
Tel: 416-904-7466
Lombard International is a specialty insurance company owned by The Blackstone Group’s Tactical Opportunities Fund. We seek to provide tax efficient investment solutions for family offices, ultra-high net worth and institutional clients. The firm, and its predecessor company, has been the leader in the private placement insurance and annuity space for over 25 years.
Our investment platform is robust and flexible to accommodate the needs of our clients – with over 250 investment vehicles and the ability to create completely customized solutions with virtually unlimited investment options.
For more information contact:
Sandy Geyelin
Lombard International
1650 Market Street
54th Floor
Philadelphia, PA 19103
Tel: 484-530-4796
Impact Capital Funds is the first social impact fintech start-up to harness the consistency of credit-worthy student loan repayments in order to create scholarships for low-income, first generation, and historically disadvantaged students. ICF's innovative model lowers the interest expense for credit-worthy college grads up to 50% and partners with private capital sources to address educational funding disparity and mitigate financial inequality. Our proprietary, patent-pending investment model provides reliable returns to accredited investors, family offices, and foundations and allows one to establish a meaningful legacy.
For more information contact:
David W. Daley
Chief Strategy Officer & Sr. VP of Investor Relations
1400 E. Angela Blvd, Suite 23
South Bend, In 46617
Tel: 574-514-7275
In 1937, Norman Mesirow founded an independent financial services firm owned by employees and invested in the interconnected success of clients, communities and workplace culture.

Today, headquartered in Chicago and with offices around the world, we invest with our clients, working side-by-side to design diverse, technology-enhanced strategies that enable corporations, institutions, business owners, individuals and families to prosper. Our capabilities span Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, and our clients benefit from direct access to specialized expertise, customization of diverse products and services, and the ability to grow in different market cycles. 
We invest in Chicago and the global communities where our clients live and work, sparking positive change through deep civic engagement. By empowering bright, diverse professionals to innovate within our inclusive workplace culture, we invest in our people.
We are Mesirow: serving our clients through a personal, more custom approach to reaching financial goals and serving as a force for social good. We invest in what matters.
For more information contact:
Nathaniel Sager
Senior Managing Director | CTL and Structured Debt Products
353 N. Clark Street
Chicago, IL 60654 
RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world.
RSM delivers the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses and families. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries
For more information contact:
Tony Wood
One Atlantic Center 1201 West Peachtree St. NW
Suite 800
Atlanta, Georgia 30309
StartFast Fund II invests at the Seed/A Round stages in B2B SaaS companies located outside traditional US Venture Capital hubs. StartFast managers have built nine venture backed companies. StartFast brings not just capital, but a large network of experienced entrepreneurs who can teach founders how to grow rapidly. Fund II LPs include founders and senior executives of multiple public companies as well as private companies backed by Tier 1 VCs in NYC, Boston and Silicon Valley. As our portfolio companies scale, we also have the relationships to bring them to the attention of larger funds for additional financing. Our Fund I portfolio is exceptionally diverse with 46% women CEOs and 26% founders of color.
For more information contact:
Chuck Stormon
Managing Partner
235 Harrison Street
Syracuse, NY 13202
The family office at Bank of America Private Bank is dedicated to extending the reach and legacy of some of the nation’s wealthiest families by listening intently, advising intelligently and executing skillfully. We apply rigorous disciple to planning, administering, consulting and reporting on the diverse aspects of family wealth. Our team’s deliberate yet adaptive approach draws on some of the world’s most powerful financial and technological resource to preserve relationships, values and assets across generations.
For more information contact:
Holly Harben Swan
Managing Director & National Family Office Consulting Director
225 Franklin Street
Boston, MA 02110
Institut auf dem Rosenberg, the artisan of education, is a private, international boarding school located in St. Gallen, Switzerland pioneering a ‘Talent & Enrichment Programme’ to give students an insight into the rapidly evolving and digital 21st Century work place, so that they learn skills beyond the classroom to prepare them for the outside world.
For over 130 years and over four generations of the Gademann family, this boutique artisanal establishment has offered an unmatched learning environment promoting individuality and fostering natural curiosity, whilst enabling excellent academic achievements. With a unique holistic, creative and entrepreneurial approach to education, Institut auf dem Rosenberg is among the best international boarding schools worldwide and offers over 40 courses outside of the core academic curriculum.
Also unique to Rosenberg is the Individual Development Plan – IDP® Department, which ensures that pupils of all ages receive personal guidance to carefully plan and support their individual development by identifying and nurturing their talents.
The school caters for 6 – 19-year olds and offers a truly international, multilingual environment, where 230 pupils of 47 nationalities communicate in several languages. The staff to student ratio is 3:1 with an average class size of eight students to ensure everyone receives individual attention and enables the delivery of excellent academic results.
For more information contact:
Institut auf dem Rosenberg
Manuel Bernardo
Head of Communications & Relationship Management
Höhenweg 60
9000 St.Gallen
+41 71 277 77 77