Bringing Together 250 Of The Nation's Most Innovative Family Offices & High Net Worth Individuals
We are proud to present our first-ever Miami Family Office And High Net Worth Assembly for the area’s top ultra-high-net-worth individuals and single-family offices. From an overview of the financial markets and life after COVID to investments in real estate, technology, blockchain, and alternative. From marrying wealth to divorcing it. We will discuss many of the issues that are on the agenda of the high-net-worth community. Join us!
We provide our guests with a unique family conference experience with first-tier content by notable speakers in an environment that allows for great networking opportunities. Come and gain valuable insights, speakers, and access to the most innovative investment opportunities they need to move their businesses forward.
- 118 D
- 14 H
- 36 M
- 24 S
76% of the Fortune 100 attends
In our nearly 10-year tenure we've connected thousands of peers across every industry.
We know what you’re thinking…
This isn’t like any conference or summit you’ve been to before.
High net-worth individuals are facing a variety of fresh challenges, and the problem is most events they go to don’t have the high-level research, insights, and access to the most innovative technology solution providers that they need to move their businesses forward. Our Assemblies offer unrivaled access to notable speakers while discussing the hottest topics within the industry, including Industrial Real Estate as an Alternative Asset in Uncertain Times, Private Credit in an Uncertain Economy, What All Investors should know about Artificial Intelligence, and Navigating the New Normal.
Our Assembly agendas are data-driven and curated by our industry-expert Advisory Board (a group of trailblazers with a proven record of digitally transforming organizations from the ground up) as well as by our award-winning research partners and leaders that attend our events. To be one of our event delegates, you need to be personally invited to join or have an approved application to be a part of the Assembly. This ensures that our events remain high-level and relevant to the C-Suite, and makes peer-to-peer learning one of the most valuable takeaways from the experience. Our mission is to provide the C-Suite with the knowledge and connections they need to digitally transform their organizations.
What Our Members Are Saying
Hear from our current members about how The Millennium Alliance community has impacted their lives.
The Mandarin Oriental, Miami | October 5-6, 2023
08:00 – 09:00 AM
Breakfast with Terraform Capital Founders
The traditional model for VC investing in new and cutting edge companies is dated and ripe with moral hazard. Investors in today's markets do not want to be tied up for several years, only to hope and pray that a company survives and then has a liquidity event. Since inception, Terraform Fund, LP has consistently and handily outperformed the markets, all while providing investors with a liquidity profile that is a fraction of what the industry standard. Millenium has asked us to share our philosophy and methods and we are privileged to do so.
- CEO, Orchestrated Connecting, LLC
- Co-Head & Director of Philanthropy, Feil Lewin Family Office
- CEO & Founder, The Peace Department
- Founding Partner, Friedom Partners
THE FINANCE SESSION
- MD & CEO, Optios
09:50 – 10:05 AM
The Longevity Opportunity
For the first time in human history we know which problems we have to solve to prevent age related diseases and slow ageing itself. This talk will not only discuss longevity drugs of the future but also new data that strongly suggests that there are already drugs out there that can prolong health- and lifespan.
- Co-Founder & General Partner, Apollo Health Ventures
10:05 – 10:15 AM
Private Aviation Trends and Transitions
The past 24 months have shown unprecedented trends in the private aviation industry. Thoroughbred Aviation and Jet Linx Aviation will review market conditions, touch on why charter customers are evaluating ownership now more than ever, and look ahead to where private aviation will be in 2023 and beyond!
- Vice President, Thoroughbred Aviation
- Regional Vice President of Aircraft Management Sales, Jet Linx
- Partner, Thoroughbred Aviation
10:15 – 10:25 AM
Using Innovative Insurance Strategies to Minimize Taxes and Enhance the Returns on Global Investments
Many Non-U.S. Investors are reluctant to invest in the U.S. due to the high tax rates. Conventional tax blockers such as Leveraged Blockers and BDCs can be complicated, expensive to implement and still allow significant tax leakage. Proven insurance-based tax blockers are easier and less expensive to implement, while at the same time they can effectively eliminate any tax leakage. These more efficient insurance-based tax blockers can increase a Non-U.S. Investors’ IRR on U.S. assets by over 60% and result in an additional return of 500 basis points as compared to a conventional blocker.
- President of Institutional Solutions, Crown Global Insurance Group LLC
- General Partner, Growth Beverage, InvestBev Family of Funds
THE ART & LUXURY SESSION
- President & CEO, AXIOM
- Partner, AXIOM
11:30 – 11:40 AM
Investing in Art: An Inaccessible Asset Class
Historically, the art market has consistently outperformed the S&P 500 and has proven to have lower correlation to other major markets. The investment strategies and opportunities for entry into this market will be discussed by the prominent London gallery owner, who is the 3rd generation of an art dealing dynasty.
- Director & Manager, Albatross Art Investments
THE REAL ESTATE SESSION
11:40 – 11:50 AM
Outperforming the Commercial Real Estate Marketplace in a High-Interest Rate Economy
Commercial Real Estate: Self Storage – Choosing the Right Properties, Right Locations, Right Time. In a diversified real estate portfolio – why Self Storage makes sense in an interest rate sensitive environment and outperforms “all” other real estate classes annually for the last 25 years (according to NaReit Research).
- CEO, Tricore Storage Funds
11:50 – 12:00 PM
Investing in Multifamily in the Sunbelt: Blue Atlantic Partners
Market turbulence, a flight-to-quality, and shifting demographics have created an environment in which stable cash-flow from strong assets is more important than ever. Blue Atlantic discusses the multifamily landscape with a focus on value-add in the sunbelt.
- Founder & Partner, Blue Arch Capital
12:00 – 12:10 PM
Today’s Most Effective Strategies for Maximizing Philanthropic Impact
Will discuss important strategies for UHNW individuals looking to make a bold philanthropic impact and leverage their wealth for social good. He will cover the most tax advantageous vehicles for charitable giving, particularly donor advised funds (DAFs), and explain how DAFs can accept gifts of many types of assets including publically traded securities, cryptocurrency, real property and non-marketable assets.
- Executive Chairman, BH3 Management
12:10 – 12:20 PM
At-Risk Youth – From Social Burden to Social Mobility
We will be presenting the picture of at risk youth in Israel and the reality in numbers. Ma’agalim’s mission is to save and change the futures of thousands of youth throughout the country and providing mentorship programs and life coaches who guide, support and push these teens to live their lives to their fullest potential.
- CEO & Founder, Ma’agalim
THE TECHNOLOGY SESSION
12:20 – 12:30 PM
Interactive Rewards Platforms and The Future of Retail
Brands, retailers, and small businesses all suffer from the same issues of brand loyalty, customer engagement and personalization. With the Grapvinesapp, Ali enhances the traditional shopping experience by integrating both the online as well as the in-store rewards into a fun, rewarding and interactive shopping experience.
- Leader, Visionary & Operator, Grapevines Software, Corp.
12:30 – 12:40 PM
Technology and Life Science
Pluri is a biotechnology company creating cell-based products for commercial use, pioneering a biotech revolution that promotes global wellbeing and sustainability. The Company’s technology platform, a patented and validated state-of-the-art 3D cell expansion system, advances novel cell-based solutions for a range of initiatives— from medicine and climate change to food scarcity, animal cruelty and beyond.
- CEO & President, Pluri Inc. and Former President, Israel High Tech Association
- CEO, Fireside Chat Inc.
01:00 – 01:20 PM
Keynote Discussion: From Investopedia to AI – What All Investors Should Know about Artificial Intelligence
Big tech has used AI to transform many consumer industries, but the transformation has only begun. The real change will happen in the coming years over the rest of the economy.
- Co-Founder, Investopedia; Co-Founder & Co-CEO, AltaML
01:20 – 01:30 PM
Leveling the Playing Field in Treasury Management
Poplar uncovered and is solving an untapped financial need for most small and medium-sized businesses. Big companies have teams of highly paid professionals whose full-time job is to deliver yield on idle cash. We created Poplar to level the playing field for the SMB market by automating idle cash in-and-out of high yield into fixed income sources like Treasury Bonds, Muni and Corporate Bonds, ETF’s and even alternative assets - changing forever how business owners manage their cash.
- Co-Founder & Chief Revenue Officer, Poplar
- Mayor Miami Dade County
- CEO, Orchestrated Connecting, LLC
- Serial Entrepreneur & Philanthropist
03:15 – 03:35 PM
Ukraine, Taiwan, and Critical Infrastructure: How Family Offices, Investors, and C-Suite Executives Ought Think About Cyber Collateral Damage and Destructive Cyber Attacks
In light of the recent Russian invasion of Ukraine and the potential threat of a Chinese invasion of Taiwan in the not-so-distant future, family offices, investors, and C-suite executives must increasingly consider the potential risk posed by cyber attacks that are either designed to create destructive effects or which may result in collateral damage to their organizations or investments, even where they are not the intended target. This session will look at the lessons of cyber attacks like Colonial Pipeline, JBS, NotPetya, Sony Pictures, and Las Vegas Sands, as well as recent trends in geopolitics and cyber operations to help senior leaders think about and plan for threats to their operational and business infrastructure. The session will provide tools and frameworks for the assessment of cyber geopolitical risk in private sector boardrooms and executive offices.
- Founder & Executive Director, National Security Institute, George Mason University Law School
03:35 – 03:55 PM
Successful Strategies for Disruptive Growth: From Mindset to Artificial Intelligence
This panel will discuss experience-based approaches to building an AI strategy wholly based on one’s business strategy. We will discuss the value and execution of methodologies, through real-world examples of how companies such as Netflix and Starbucks have successfully implemented AI at a massive scale in their enterprise. We will take a deep dive on how organizations adopt a people-first mindset and take bold and responsible steps to apply AI technologies to their business, including implementing AI in the marketing and sales processes of companies to grow. We will close with a discussion of different criteria for investment in opportunities in AI Industries for disruptive growth.
- Founder & CEO, Visage Capital Group
- Founder & CEO
- Entrepreneur & Board Member
03:55 – 04:15 PM
Growing Wealth Via Entrepreneurship, Investments and Seeking Alpha Across All Market Cycles
A panel of successful entrepreneurs, leading family office CIOs discuss growing assets both with entrepreneurial ventures, building and selling businesses, as well as asset allocation and investments to grow wealth across all market cycles. The panel will discuss investment mandates during the current high inflationary environment, and how to navigate market cycles across public and private equity investing.
- Chief Investment Officer, L Investments – Moderator
- Chairman Korman Family Office, Korman Ventures
- Entrepreneur, Chairman of Perricone Family Office
- CEO, Bolay Restaurants
05:30 – 06:30 PM
DINNER WITH MICKY & MADELEINE ARISON
Micky Arison is chairman of the world's largest cruise ship operator, Carnival Corp. He spent 34 years as CEO of Carnival, helping grow its fleet from two ships to more than 100, before stepping down in June 2013. Born in Tel Aviv, he immigrated to the U.S. as a young child with his father, Ted Arison (d. 1999), who cofounded Carnival in 1972 with a single ship. When Carnival was founded, Arison dropped out of the University of Miami to become
a sales rep for the cruise line. In 1995, he took control of the Miami Heat, the NBA franchise his father helped bring to Florida. Since then the team has won three NBA championships.
Madeleine Arison is a passionate supporter of numerous arts and community organizations, including the
New World Symphony, Miami City Ballet, Jackson Memorial Foundation, Miami Children’s Museum, Miami Art Museum, American Red Cross, Big Brothers/Big Sisters, United Way,
and Community Partnership for the Homeless. At the University of Miami, Madeleine and her husband Micky have provided $5.5 million in funding toward research at The Miami Project to Cure Paralysis, The Buoniconti Fund, and the Sayfie Pavilion. The Arisons also helped the University deliver lifesaving care in Haiti following the devastating earthquake there in 2010.
Chairman of Carnival Corporation and Owner of the Miami Heat
Businesswoman & Philanthropist
Thought Leaders & Partners:
Centrally located in the exclusive enclave of Brickell Key, our spacious rooms and suites offer dramatic views of Biscayne Bay and Miami’s skyline. A curved Art Deco façade accommodates private balconies for every room, while stylishly understated, contemporary décor is inspired by our Oriental heritage.
The Mandarin Oriental, Miami