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FOA Napa Welcome 
Time: 10:00am – 10:15am 
Angelo Robles, Family Office Association
Open Keynote: Gil Penchina 
$25B in Exits, Angel in 60 Startups 
Time: 10:15am – 10:45am 
“Changing the World of Angel Investing”
“Leading Thinkers in Crowdfunding” 
Time: 10:45am – 11:15am 
Discussion led by: Eliza Sporn Fromberg, Counsel, Day Pitney LLP, 
Featuring: Elizabeth Braman, CPO, Realty Mogul, Erick Brimen, Cofounder & CIO, Onevest
“Disruption in Community Banks Is Coming. How to Invest, Influence 
Change and Capitalize Promising Entrepreneurs Like Never Before” 
Time: 11:15am – 11:45am 
Featuring: Jack Thompson, Head of Financial Institutions Investments, 
Gapstow Capital Partners
Keynote: Parker Thompson 
Partner, 500 StartUps 
Time: 11:45am – 1:15pm 
“500 StartUps Pre Demo Day Hosted at FOA: Special Opportunity to 
Meet and Hear From Talented Diverse Startups” 
Discussion led by: Miles Spencer, Family Principal & Founder, Vauxles Ventures
“Investing in Emerging Markets: 
Insights by Alpha Generating Global Managers” 
Time: 1:15pm – 1:45pm 
Featuring: Wilson Leung, Head of Asian Real Estate, Angelo Gordon, 
Gaurav Patankar, Managing Director & PM, The Boston Company
“Roundtable New Age Fixed Income Investing: Leading Thinkers / Entrepreneurs 
in Online Personal & Business Lending” 
Time: 1:45pm – 2:15pm 
Discussion led by: Jason Jones, Co-Founder, Lend Academy Holdings, 
Featuring: Ryan Randall, CFA, CAIA, CFO & Managing Member, Upstart, 
Albert Periu, Director of Capital Markets, Funding Circle
Afternoon Keynote: Peter Relan 
Founder & CEO, Studio 9 + 
Time: 2:15pm – 2:45pm 
“Financial Performance of Incubators and Accelerators and Underlying Trends” 
Discussion led by: Angelo Robles, Family Office Association
“Investing in the Cannabis Industry” 
Time: 3:15pm – 3:45pm 
Featuring: Troy Dayton, Founder & CEO, ArcView Group
“Leading Women Investors: Opportunity of a Lifetime in Global 
Crowdfunding in Women Entrepreneurs” 
Time: 3:45pm – 4:15pm 
Discussion led by: Daniel Goldstein, Advisor to Families, 
Featuring: Sharon Vosmek, CEO Astia & Jodi Sherman Jahic, GP Aligned Partners
Closing Keynote: Walter O’Brien 
Futurist & Founder, ConciergeUp (A Think Tank for Family Offices) 
Time: 4:15pm – 5:00pm 
“An Interview With World Renowned Hacker, Futurist and Technologist: 
Discusses His New TV Show on CBS Titled Scorpion and The Future of Family Offices” 
Discussion led by: Angelo Robles, Family Office Association

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FOA Napa at the Carneros Inn

  • 1.
  • 2. FOA Napa Welcome Time: 10:00am – 10:15am Angelo Robles, Family Office Association
  • 3. Open Keynote: Gil Penchina $25B in Exits, Angel in 60 Startups Time: 10:15am – 10:45am “Changing the World of Angel Investing”
  • 4. “Leading Thinkers in Crowdfunding” Time: 10:45am – 11:15am Discussion led by: Eliza Sporn Fromberg, Counsel, Day Pitney LLP, Featuring: Elizabeth Braman, CPO, Realty Mogul, Erick Brimen, Cofounder & CIO, Onevest
  • 5. “Disruption in Community Banks Is Coming. How to Invest, Influence Change and Capitalize Promising Entrepreneurs Like Never Before” Time: 11:15am – 11:45am Featuring: Jack Thompson, Head of Financial Institutions Investments, Gapstow Capital Partners
  • 6. Keynote: Parker Thompson Partner, 500 StartUps Time: 11:45am – 1:15pm “500 StartUps Pre Demo Day Hosted at FOA: Special Opportunity to Meet and Hear From Talented Diverse Startups” Discussion led by: Miles Spencer, Family Principal & Founder, Vauxles Ventures
  • 7. “Investing in Emerging Markets: Insights by Alpha Generating Global Managers” Time: 1:15pm – 1:45pm Featuring: Wilson Leung, Head of Asian Real Estate, Angelo Gordon, Gaurav Patankar, Managing Director & PM, The Boston Company
  • 8. “Roundtable New Age Fixed Income Investing: Leading Thinkers / Entrepreneurs in Online Personal & Business Lending” Time: 1:45pm – 2:15pm Discussion led by: Jason Jones, Co-Founder, Lend Academy Holdings, Featuring: Ryan Randall, CFA, CAIA, CFO & Managing Member, Upstart, Albert Periu, Director of Capital Markets, Funding Circle
  • 9. Afternoon Keynote: Peter Relan Founder & CEO, Studio 9 + Time: 2:15pm – 2:45pm “Financial Performance of Incubators and Accelerators and Underlying Trends” Discussion led by: Angelo Robles, Family Office Association
  • 10. “Investing in the Cannabis Industry” Time: 3:15pm – 3:45pm Featuring: Troy Dayton, Founder & CEO, ArcView Group
  • 11. “Leading Women Investors: Opportunity of a Lifetime in Global Crowdfunding in Women Entrepreneurs” Time: 3:45pm – 4:15pm Discussion led by: Daniel Goldstein, Advisor to Families, Featuring: Sharon Vosmek, CEO Astia & Jodi Sherman Jahic, GP Aligned Partners
  • 12. Closing Keynote: Walter O’Brien Futurist & Founder, ConciergeUp (A Think Tank for Family Offices) Time: 4:15pm – 5:00pm “An Interview With World Renowned Hacker, Futurist and Technologist: Discusses His New TV Show on CBS Titled Scorpion and The Future of Family Offices” Discussion led by: Angelo Robles, Family Office Association