Finance & Banking
Real Estate Family Office & Private Wealth East
Where family offices and real estate investors close deals
17Speakers
18Sponsors
7On the bill · sessions
34Companies · in total
Speakers
Programmed at Real, in alphabetical order.Christine Cataldo
Chief Technology & Digital Officer · Mercer Advisors
Ira Perlmuter
Managing Partner · IJP Family Partners
James Rosebush
Chairman & CEO · GrowthStrategy Inc
Jodi Riggs
Category Manager, WESCO · WESCO
Kevin Herzberg
Principal/ CFO · RealAdvice
Kristin Dacey
Chief Investment Officer - Real Estate, Alternatives · Bulltick
Matt Van Gilder
VP, Omnichannel Retail, NexChapter · NexChapter
Mitch Morrison
Vice President, Retailer Relations & Event Content Director, Informa Connect · Informa Connect
Najla Arekat
Senior Vice President, Investment Officer, Senior Financial Advisor · Wells Fargo Advisors
Norm Cook
Executive Vice President, Corporate Development · Sequoia Financial Group
Richard Poye
COO/Strategic Retail Advisor, Food Trends Think Tank · Food Trends Think Tank
Russell Deakin
Managing Partner · Aceana Group
Sameer Sawaqed
Director of Client Engagement · Freedom Family Office
Scott Grimm
National Real Estate & Construction Practice Co‑Leader · BDO
Shane Neman
Chief Investment Officer & Principal · Neman Ventures Family Office
Stephanie Reeder
Category Manager, Center Store, Refuel · Refuel
Veronica Parellada
CEO & Wealth Management Advisor · My Investment Path Wealth Management
Sponsors
The houses behind the program. Tiers as disclosed.Forvis Mazars USGold
BDO USA P.C.Silver
IRA ClubSilver
RealAdviceSilver
Acxtus Fund AdvisoryBronze
DWSBronze
Fieldpoint PrivateBronze
MonetaforgeBronze
NeighborBronze
NuveenBronze
WithumBronze
Yutori MethodBronze
AI Tools NetworkMedia Partner
Institutional Real Estate, Inc.Media Partner
Real Assets AdviserMedia Partner
Scotsman GuideMedia Partner
Agenda
Selected from 7 sessions on the bill.- 10:00am - 10:45am45 mins
From Shelf to Screen: Unlocking Center Store Growth with AI, RMNs, and the Digital Shelf
Technology is rapidly changing from enhancement to empowerment. NexChapter Omnichannel specialist Matt Van Gilder shares how you can prepare your digital foundation and leverage Ar…
- 10:45am - 11:00am15 mins
Closing Thoughts
- 11:00am - 1:00pm120 mins
Sponsor Tabletop Teardown
- 7:30am - 8:30am60 mins
Networking Breakfast
- 8:30am - 9:15am45 mins
From Cost Center to Profit Driver: Optimizing Your Inventory Investment
With the dramatic increase in COGS over recent years, the total inventory 'investment' value is skyrocketing, leaving businesses with less available cash to invest in other areas. …
- 9:15am - 9:45am30 mins
Retailer Panel
- 9:45am - 10:00am15 mins
Networking Break
Intermission
Part the Second · For the Buyer
What does it mean when 34 companies show up — and 1 bet on three roles at once?
34 companies. one are betting more than once.
The numbers below are derived from the speakers, sponsors, and exhibitors on this page — cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.
1All threespeak · spons · exh
17Sponsoringsponsor only
16Companies Speakingspeaker only
The Triple-Threat
82% of the speakers carry senior titles — C-suite, Founder, VP, or Director-level.
- C-suite741%
- Founder / Owner212%
- VP-level424%
- Director / Head of16%
- Manager / Lead212%
- Other roles16%
Of 17 on the bill · classified by free-text title
- 01RealAdviceSp·S1V
- 02Acxtus Fund AdvisorySp·B
- 03AI Tools NetworkSp·M
- 04Aprio Advisory Group, LLCSp·B
- 05BDO USA P.C.Sp·S
- 06Beacon Financial 1031 Exchange ServicesSp·B
- 07DWSSp·B
- 08Fieldpoint PrivateSp·B
- 09Forvis Mazars USSp·G
- 10Institutional Real Estate, Inc.Sp·M
- 11IRA ClubSp·S
- 12MonetaforgeSp·B
- 13NeighborSp·B
- 14NuveenSp·B
gold1
6% of 18
silver3
17% of 18
bronze10
56% of 18
media partner4
22% of 18
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