About Event
We’re excited to invite you to an intimate evening with 20 investors to discuss Family Office Allocation Trends. Hosted in a beautiful private residence, the night will feature thoughtful conversations with elite executives and thought leaders.
We look forward to welcoming you to this special gathering as we share ideas, enjoy good company, and explore investment trends.
Speakers:
- Ronen Schwartzman, CIO / Cooper Family Office
- Ronen started his career as an equity analyst with Oppenheimer, where he covered small cap technology stocks. After receiving his MBA from the Wharton School – University of Pennsylvania, Ronen joined Bear Stearns, where he managed equity and fixed income portfolios for individuals and corporations, and also advised institutional investors on various capital markets investments.
- Ronen specialized in investing in alternative assets such as hedge funds, private credit, private equity, and real estate.
- A former Special Operations Intelligence Officer in the Israeli Air Force, Ronen is fluent in Spanish and Hebrew.
- Ronen is often quoted in The Economist, Reuters, and Bloomberg News. A guest lecturer at The Wharton School and NYU Stern School of Business and a frequent speaker at industry conferences, Ronen is a noted thought leader in the hedge fund and family office communities
- Richard Owens, Principal / Kinetic Investments
- Richard is the founder of Kinetic Investments, his family’s private investment company, through which he selectively allocates capital alongside third-party sponsors and managers across alternative asset classes. This dual perspective, as both a principal investor and investment manager, informs his approach to evaluating opportunities across public and private markets.
- Richard Owens has more than 25 years of experience in quantitative investing, portfolio management, risk management, and financial derivatives. After building proprietary trading businesses from the ground up at Credit Suisse Financial Products and RBC Capital Markets, he currently serves as Chief Investment Officer of Kinetic Capital Advisors LLC, where he leads the firm’s investment strategy, portfolio construction, and risk oversight, with a focus on options arbitrage, volatility trading, special situations, and quantitative risk management.
- Richard holds a B.S. in Engineering and an MBA in Finance from Cornell University.
- Larry McKay, CIO / Zynergy
- Larry McKay is the Chief Investment Officer at Zynergy, where he leads the firm’s investment strategy across public and private technology investments. Larry brings more than 20 years of institutional investment experience, he directly managed $1.4B in global public equities at Bank of America / US Trust.
- Prior to Zynergy, he also advised global organizations on technology transformation at Ernst & Young, Capgemini, and Accenture.
- Today, Larry leads Zynergy’s Digital Innovation & AI Fund, focusing on identifying overlooked opportunities across AI, digital infrastructure, robotics, and other transformative technologies. He holds an MBA from MIT Sloan, is a Chartered Financial Analyst (CFA), a Certified Trust and Fiduciary Advisor (CTFA), and serves as a FINRA Arbitrator.
Host and Moderator:
- Aryuna Merdygeeva
- Founder of Olhon Social Capital / $100B+ AUM Investor Network
- Advisor at Laviv SFO
Co-Host:
- Zynergy Investments
- A tech-focused private investment partnership that invests at the forefront of technology and innovation to compound capital, uncover differentiated opportunities, and build enduring generational wealth. Core principle: Not only building tech investments people want, but a community they refuse to leave.
- A tech-focused private investment partnership that invests at the forefront of technology and innovation to compound capital, uncover differentiated opportunities, and build enduring generational wealth. Core principle: Not only building tech investments people want, but a community they refuse to leave.
NOTE: Spots are limited – apply to join. Guests without prior approval will not be admitted.
Location:
Please register to see the exact location of this event.
New York, NY