Private Capital & Innovation
Family Office Fall Summit

Opening Remarks
Jennifer opens the Fall Forum with a look at where the Kajora community stands today and why the traditional family-office playbook must be rewritten.

Speaker: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies


Opening Keynote: What Winners Won't Tell You
Malcolm Jenkins sets the tone for the day with a candid examination of the discipline behind lasting success—what elite performers, leaders and institution-builders refuse to compromise on when the stakes are real.

Speaker: Malcolm Jenkins, CEO & Founder, Malcolm Inc. | Two-Time Super Bowl Champion


The New Wealth Stack: Building the Financial System for a Tokenized World
Abra is not treating digital assets as a niche allocation. It has built a full-scale digital-asset wealth management platform and continues to expand rapidly, for a future in which Bitcoin, stablecoins, tokenized real-world assets and blockchain-based financial products become core components of the global financial system.

Having taken Abra public on Nasdaq, Bill Barhydt and Marissa Kim discuss the company's vision for bringing institutional scale, regulated wealth management, lending, yield, custody and asset-management capabilities into one integrated platform—and why they believe the next generation of financial infrastructure will be built natively for digital assets.

Speaker: Bill Barhydt, Founder & CEO, Abra
Speaker: Marissa Kim, Managing Director, Abra


Runway to Revenue: Turning Legacy Into a Modern Platform
Consuelo Vanderbilt Costin's family built Grand Central Terminal. In September, she became the first Vanderbilt to host an event there since its creation—using one of New York's most iconic spaces to rethink how emerging designers gain visibility, ownership and commercial opportunity.

This session explores how a 150-year-old family legacy can become a modern operating platform—and how heritage creates value only when each generation is willing to build something new with it.

Speaker: Consuelo Vanderbilt Costin, CEO, House of Vanderbilt | Founder & CEO, SohoMuse | Co-Founder, V&S Global Studio


From Audience to Asset: Building the Next Media Company
Traditional production, creator-led distribution and athlete-driven brand building now converge inside a media economy where audiences can become businesses of their own.

Spencer Stander brings more than two decades of television production, network development and branded storytelling. Isaiah Miranda has built a combined social audience of more than 5.5 million people and approaches his platform as a scalable media enterprise. Amber Balcaen has raised more than $5 million in sponsorship by turning performance, personality and personal credibility into enduring brand partnerships.

Together, they explore what it takes to convert attention into intellectual property, commercial opportunity and enterprise value.

Speaker: Spencer Stander, Founder & Film Producer, Sitcomish | Producer, Stander Productions | CMO, Lorespinner | Partner, Feelrmedia
Speaker: Isaiah Miranda, Actor, Creator, Producer & Serial Entrepreneur
Speaker: Amber Balcaen, Professional Racecar Driver, Keynote Speaker & Entrepreneur
Moderator: Consuelo Vanderbilt Costin, CEO, House of Vanderbilt | Founder & CEO, SohoMuse | Co-Founder, V&S Global Studio


The $3 Billion Puzzle
Every deal looks whole from the outside—a business, a track record and a number on a term sheet. It rarely remains that simple once experienced diligence begins.

Drawing on hundreds of transactions ranging from $5 million to $3 billion, Jonathan Moore explores the quality-of-earnings adjustments, operational blind spots, industry complexities and hidden risks that separate what a business appears to be from what it actually is.

Speaker: Jonathan Moore, Managing Partner of Client Services & Partner-in-Charge, Advisory Services, PKF O'Connor Davies
Moderator: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies


Influence With a Conscience: Media, Power and Purpose
The afternoon begins with a different question: What are influence, media and capital ultimately for?

Daphna Ziman has built a career spanning entertainment, philanthropy, advocacy and global human-rights work. This candid conversation explores the responsibility that accompanies influence, the power of media to shape culture and what it means to pursue commercial success without losing sight of human impact.

Speaker: Daphna E. Ziman, President, Cinémoi Network | Author, Film Producer & Philanthropist | Founder, Children Uniting Nations and Justice for Women International
In Conversation With: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies


Capital With Intention: Aligning Family, Founders and Purpose
Capital can build companies, support causes and create generational opportunity—but aligning business objectives, family priorities and personal purpose is rarely simple.

Joelle Paul-Cook, Alex Enriquez and Matt "Petey" Peterson join Jennifer for a candid conversation about building a purpose-driven company, making decisions across family and founder relationships and translating shared values into investment, enterprise and meaningful action.

The discussion will explore where business and family roles overlap, how founders navigate different priorities and what it takes to preserve relationships while building something ambitious together.

Speaker: Joelle Paul-Cook, Ph.D., Co-Founder & CEO, Bad Mermaid | CEO, Joey and Company | Co-Chair, Kajora Performance & Longevity Council
Speaker: Alex Enriquez, Chief Operating Officer, Bad Mermaid
Speaker: Matt "Petey" Peterson, Chief Operating Officer, Joey and Company | Head of Business Management, Bad Mermaid
Moderator: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies


Evolving the Legacy
Family enterprises are often told to preserve what previous generations built. The harder challenge is knowing what must change so the enterprise remains relevant to the generations still to come.

Katie Dunn and Aaron Manoucheri explore the responsibilities that accompany multigenerational ownership: balancing legacy with reinvention, preparing family members to contribute meaningfully and ensuring that family identity strengthens rather than constrains the business. Raymond Davison III moderates the conversation, bringing his own perspective on discipline, unexpected turns and staying grounded when the path changes—on the field, in the courtroom and within a family enterprise alike.

Speaker: Katie Dunn, Principal & Senior Wealth Consultant, Mariner | Owner, JE Dunn Construction Company (Fourth-Generation)
Speaker: Aaron Manoucheri, Founder & COO, Manoucheri Brothers LLC
Moderator: Raymond Davison III, J.D., Post-Bar Clerk, Schimmel & Parks | Former NFL Player
Moderator: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies


Where Media Goes From Here
The media business is being rewritten in real time. Distribution has fragmented, audiences have become harder to aggregate and the relationship among journalism, entertainment, technology and trust is shifting beneath every established institution.

Chris Licht draws on his experience leading some of television's most influential news and entertainment programs to examine what audiences still value, what legacy media continues to misunderstand and where the next durable media companies may emerge.

Speaker: Chris Licht, Founding Partner & CEO, CLC Partners
In Conversation With: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies
In Conversation With: Jonathan Moore, Managing Partner of Client Services & Partner-in-Charge, Advisory Services, PKF O'Connor Davies


Hot Seat: Dean Palmiter — The Family Office Reporting Stack Is Broken
Family offices oversee extraordinary complexity using accounting systems, spreadsheets, investment portals and reporting processes that were rarely designed to work together.

Dean Palmiter examines why sophisticated families still struggle to obtain a reliable, consolidated view of what they own and how their offices are operating—and what a truly integrated family-office reporting platform must solve.

Speaker: Dean Palmiter, CEO & Co-Founder, Asseta


The Algorithmic Edge
Venture capital has spent a decade digitizing its edges—deal flow, diligence checklists and portfolio dashboards—while leaving many of its most important judgment calls largely untouched.

David Teten examines what changes when a fund is built AI-native from the beginning: how investors source opportunities, evaluate founders, conduct diligence and identify where artificial intelligence creates a durable advantage rather than a temporary feature.

Speaker: David Teten, Partner, Orange Collective
In Conversation With: David Luftglass, Director, Partnerships & Investor Relations, Andromeda Ventures


AI Inside the Enterprise
Artificial intelligence creates value only when organizations can move beyond experimentation and incorporate it into actual workflows, decision-making and operating models.

Leo Schrantz explores what happens when a large enterprise attempts to implement AI at scale—including data readiness, governance, change management, workflow redesign and the challenge of distinguishing genuine economic value from technological theater.

Speaker: Leo Schrantz, Head, AI & Data Transformation, Americas Client Business, BlackRock
In Conversation With: David Luftglass, Director, Partnerships & Investor Relations, Andromeda Ventures


Building the Future: From Early Exposure to Economic Mobility
The skilled-workforce gap is not a future problem. It is already reshaping infrastructure development, advanced manufacturing, energy, construction and the physical systems supporting the AI economy.

This conversation explores how foundations, employers and communities can move beyond awareness and create real pathways into sustainable careers. It will also examine why exposure must begin early, how mentorship changes what young people believe is possible and what separates a meaningful workforce program from a one-day initiative.

The discussion is informed in part by JE Dunn's commitment to K–12 career exposure through its Building the Future initiative, which reached more than 16,000 Kansas City students last year — and by Chris Gardner's Permission to Dream Foundation, which connects students in underserved communities to paid, registered apprenticeships in the building and construction trades. Joelle Paul-Cook moderates the conversation, connecting the two threads: what becomes possible when early exposure is paired with credible pathways, committed institutions and people willing to open doors.

Speaker: Julia Delgado, BlackRock Future Builders Lead Grantmaker, The BlackRock Foundation
Speaker: Chris Gardner, CEO of HappYness
Speaker: Katie Dunn, Principal & Senior Wealth Consultant, Mariner | Owner, JE Dunn Construction Company (Fourth-Generation)
Moderator: Joelle Paul-Cook, Ph.D., Co-Founder & CEO, Bad Mermaid | CEO, Joey and Company | Co-Chair, Kajora Performance & Longevity Council


Closing Remarks
Jennifer closes the formal program with reflections on the day's central ideas and an invitation to continue the conversations, relationships and opportunities begun at the Forum.

Closing Remarks: Jennifer Katrulya, Founder & CEO, Kajora Global Family Network | Partner, PKF O'Connor Davies