Wed, May 15
|Hayes Mansion
Legacy Builders May 2024 Conference
Time & Location
May 15, 2024, 8:00 AM – 4:00 PM
Hayes Mansion, 200 Edenvale Ave, San Jose, CA 95136, USA
About the event
The Legacy Builders May 2024 Conference is an exclusive gathering that brings together leading minds in philanthropy, wealth management, and legacy planning. The event serves as a crucible for inspiration, networking, and the exchange of groundbreaking ideas.
This is an invite-only gathering, curated for those who are not just stewards of substantial wealth but are also dedicated to leveraging their resources for a philanthropic component that enhances personal and generational legacy building.
The Legacy Builders initiative stands as a comprehensive ecosystem designed to empower ultra-high-net-worth families in sculpting and securing their legacies for future generations.
Ours is the path where wealth creators become legendary forces by impacting the world today and for many generations to come.
Tickets
Standard Registration
All standard registration includes the admission of a plus one. To register your plus one, please email the conference director at andrew@groco.com.
$5,000.00
Total
$0.00
Conference Schedule
May 14:
6:00-8:00 VIP Reception
May 15:
8:00-8:30 Breakfast
8:30-8:45 Opening Statements
8:45-9:30 Building Your Legacy Blueprint
9:30-10:00 Engaging the Next Generation
10:00-10:15 Break
10:15-10:45 The Journey to Family Foundation Success
11:00-11:30 Impact Funds - Combining Profit and Purpose
11:30-12:00 Break Out Groups
12:00-1:00 Lunch - Sponsored by Youtopia
1:00-1:45 Scaling Your Legacy
1:45-2:15 State of the World
2:15-2:25 Break
2:25-3:00 The Philanthropist's Journey
3:00-4:00 Closing Remarks & Reception
6:00-8:00. VIP Dinner at Palm and Ember Restaurant
Steve Young
Co-Founder & Chairman at HGGC
Steve is a Partner, the Chairman and Co-founder of HGGC. Steve is a member of HGGC’s Management Committee, Investment Committee and Valuation Committee. He serves as Chairman of the Board of three HGGC portfolio companies: IDERA, Integrity and AutoAlert. Prior to their sales, he also served as a member of the Board of Directors for the firm’s exited investments in hybris Software, Dealer-FX, Serena Software and Sunquest Information Systems.
Prior to the inception of HGGC, Steve's professional football career spanned more than fifteen years in the NFL, primarily with the San Francisco 49ers, where he received numerous accolades, including Most Valuable Player of Super Bowl XXIX, Sports Illustrated and Sporting News' Player of the Year from 1992 - 1994 and the NFL's Most Valuable Player for 1992 and 1994. In 2005, Steve was inducted into the Pro Football Hall of Fame, the first left-handed quarterback to be so honored. When he retired, Steve was the highest-rated quarterback in NFL history and has the distinction of being the only signal caller in league annals to win four consecutive NFL passing titles.
Steve founded and chairs the Forever Young Foundation which is actively involved in children's charities worldwide and is currently the broadcast host as well as the former International Spokesperson for the Children's Miracle Network, which has raised over one billion dollars world-wide to benefit children's hospitals
Becky Douglas
Founder of Rising Star Outreach
As founder of Rising Star Outreach, Becky is motivated by the belief that every person deserves opportunity and a life of dignity. Her humanitarian work has been featured in numerous national and international journals, books, and in several TV series. She was the recipient of the John Houston Allen Humanitarian of the Year Award, and has been named as one of five “Classic Women” by Traditional Homes Magazine. She is the subject of the PBS Documentary, Breaking the Curse. Becky Douglas and her husband, John are the parents of ten biological and adopted children.
Ken Neumann
CEO at Youtopia
Ken Neumann is the founder and CEO of Youtopia, a company that is making vibrant health and longevity to 120 a simple and achievable reality for all of us. With over 30 years of experience in leading and growing businesses across various industries, Ken has a unique ability to envision new opportunities, design streamlined strategic paths, and lead substantial transformations. He is a visionary entrepreneur. His businesses have generated in excess of $5 billion in total revenue and $530 million of annual revenue.
Jason Ma
CEO & Mentor at ThreeEQ
As the award-winning Chief Mentor of Next-Gen Leaders, acclaimed author of “Young Leaders 3.0,” and star former Forbes contributor on Mentoring Young Leaders, Ma is renowned for preparing Next Gens in UHNW families for greatness while enhancing family legacies. With over 39 years of seasoned experience in education, tech, and finance sectors, and 2+ million miles of world travel, Ma has masterfully guided numerous next-gen leaders, from Gen Z high schoolers to Gen X CEOs, 1-on-1, in achieving great outcomes—from Ivy League/elite college admissions to next-level family and business success, all with well-being.
As a Forbes Global CEO Conference by-invitation delegate for 8 years and beyond his unparalleled mentorship, Ma is a well-connected strategic advisor and rainmaker. He is an investor and CBO co-building a patented tech venture (in semi-stealth) poised to disrupt and transform the massive 3-sided marketplace of consumers, brands, and platforms. Since 2014, Ma has served as a prominent member of the Business 20 (B20), the G20’s official forum with the global business community, contributing to policy recommendations on the future of work/employment/skills/education for G20 Leaders and their governments. He is one of a select few Americans appointed as a B20 member through the G20 Presidencies of Australia, Turkey, China, Germany, Argentina, Italy, Saudi Arabia, Indonesia, India, and Brazil (2024). Ma is also an influential voice on AI/digital transformation and trade/investment.
Ma’s inspirational thought leadership resonates through coverage in elite publications (e.g., Forbes.com, Fast Company, Impact Wealth, Wealth-X, Wealth Briefing, JustLuxe, Clientele Luxury, Agreus Group) and as a sought-after speaker* at prestigious family office/investment, business, and education events. Ma’s commitment to mentorship, tech innovation, and philanthropy (e.g., St. Jude/ALSAC Council member) firmly establishes him as a cornerstone of impact and legacy in the UHNW family, family office/investment, and CEO communities. A father of two compassionate Gen Z daughters, he and the Ma family (nicknamed the “MAfia”) value unconditional love, humor, and high standards in what matters. Ma holds a degree from UC Berkeley College of Engineering.
Michael Barbero
United States General
Michael D. Barbero, a retired US Army Lieutenant General, is a career Infantry leader, who has served in leadership assignments and has commanded forces at every grade, from Lieutenant to Lieutenant General.
While a General officer in the US Army, he served 46 months in Iraq over 3 separate combat tours of duty, coordinating intricate political-military operations, working with allies, senior foreign government and coalition leaders, while commanding large, complex US and NATO organizations. In his final assignment in Iraq, he served simultaneously, as both the Commander of Multi-National Security and Transition Command–Iraq and the Commander of the NATO Training Mission–Iraq, managing a $4 Billion budget and $13 Billion Foreign Military Sales program to build capabilities of Iraq security ministries, forces and institutions.
Immediately prior to his retirement from active Duty, in July 2013, LTG Barbero served for two years as the Director, Joint Improvised Explosive Device Defeat Organization (JIEDDO). In that position, he worked directly for the Deputy Secretary of Defense, managed a $2 Billion budget, and led the Department of Defense’s efforts to develop and rapidly field new technologies, tactics, and operational capabilities to counter the effectiveness of Improvised Explosive Devices against our forces in Iraq and Afghanistan.
Currently, he works in Europe, Turkey, the Balkans and the MENA Regions coordinating with senior political, security, and business leaders to develop business projects and investment opportunities while promoting American Business and US interests across these regions. He is a Board Member or Senior Advisor to several US Companies in Defense and Security, Infrastructure, Finance and Investment, and Emerging Technology sectors.
He has testified several times before Congress on security issues in the Middle East and has participated in numerous American and international media programs and fora to discuss business and security issues.
Lieutenant General Barbero is a graduate of the United States Military Academy. He also holds a master’s degree in national security and strategic studies from the National Defense University, Washington, D.C. He is a graduate of the Army’s Command and General Staff College and the School of Advanced Military Studies Program, and he has completed the Executive Course on National and International Studies at George Washington University.
Geoff Woolley
Chairman & Co-Founder at University Impact
Geoff has been active in venture capital investing for over 40 years, managing more than $4 billion in investment capital as the founder of successful venture funds in the United States, Europe, and Asia. As Founding Partner of Dominion Ventures and European Venture Partners (now called Kreos Capital), Geoff pioneered the concept of venture debt. Over his career, Geoff has invested debt and equity in over 400 companies, including Ciena, Coinstar, Hotmail, and Human Genome Science.
Geoff has been involved in frontier market venture capital investing since he joined Unitus Labs as a board member in 2001. During his time as Unitus Labs’ Capital Markets Chair, he was instrumental in the launch of Unitus Equity Fund, the first commercially focused micro finance equity investment funds, as well as Unitus Capital, the first investment bank focused on serving social enterprises throughout Asia. Since its launch, Unitus Equity Fund and its successor Elevar Equity have raised four funds totaling nearly $400 million, while Unitus Capital has successfully arranged over $3 billion in debt and equity financing for social enterprises. In 2011, Geoff co-founded Patamar Capital (formerly Unitus Impact), a frontier markets venture capital firm with the mission of unlocking better economic opportunities for Asia’s low-income communities.
In addition to his current role as Co-Founder and Partner of Patamar Capital, Geoff holds board seats at MicroBenefits, Jana Care, ModusBox, Kinara and MyShubLife. He was a founding board member of BLIF Microfinance, one of India’s largest microfinance bank, and Samhita Microfinance. As co-founder, Geoff launched the largest student-led venture fund in the United States, the University Venture Fund located at University of Utah and Co-Founded the University Impact Fund, now Sorensen Impact Partners. He is currently the Chairman of University Impact Ventures that oversees Donor Advised Accounts (DAFs) with over $300 million under management. It provides students worldwide with work experience in helping DAF clients make donations and impact investments.
Geoff holds a B.S. in Business Management from Brigham Young University and an MBA from the University of Utah.
Jack Crawford
Partner at Impact Venture Capital
Jack Crawford’s 20-year career spans all sides of “company building”—from corporate accounting to entrepreneurship, and now, to VC at Impact Venture Capital.
As a CPA with PriceWaterhouseCoopers, Jack helped a wide range of businesses and was inspired to start his own—including one of the first Internet Service Providers in Sacramento. Through the 1990s, Jack built his reputation as a serial entrepreneur in founding three more software companies. He was chosen as the Entrepreneur of the Year by the Money Hunt television show, which aired in 160 US markets.
Jack has taught venture capital as an adjunct professor for multiple MBA programs, including the University of Southern California and the University of Pacific. In 2011, Jack was accepted into the Kauffman Fellows Program, and following graduation in 2013, was provided with a class-voted leadership award. Subsequently, Jack taught his Kauffman Thought Leadership Project—Strategic Planning for Life—to classes in Silicon Valley, New York City, Dubai, and Mexico City.
After managing a multi-million-dollar private equity and venture portfolio for Oracle Corporation, Jack launched Impact Venture Capital with Oracle’s treasurer and Kauffman Fellow classmate, Eric Ball, and Silicon Valley VC icon Dixon Doll. Alongside corporate investors, Impact Venture Capital invests in seed-stage AI companies building next-generation tools in security, finance, and digital health, among other fields. Impact Venture Capital also hosts corporate innovation programs designed to connect market-innovating startups with market-leading corporations. The annual Impact Global Venture Summit attracts 1,000+ attendees annually.
Jack serves as a board member for multiple Impact Venture Capital portfolio companies, including Cornami, TaskHuman, and AscentOS. Jack has also co-invested with some of the world’s most prominent corporate investors including Intel, Zoom, Qualcomm, Applied Materials, Yamaha, Thomson Reuters, Softbank, Kubota, and SK Hynix, as well as top VC firms USVP and Madrona.
Jack is an alumnus of Harvard Business School’s “Private Equity & Venture Capital” executive program and a graduate of the Venture Capital Institute. Jack earned a B.S. degree in Accounting from Arizona State University and is a Certified Public Accountant in California. Jack lives in Northern California with his wife and three kids, where they enjoy swimming, biking, running, golf, and other sports. As a fitness fanatic, Jack has completed two full-distance Ironman triathlete events, a 200-mile double-century bike race, and a 50-mile ultra-marathon.
Tom Chatham
Chairman & CEO
Chatham Created Gems & Diamonds
Tom Chatham stands as a visionary in the realm of gemology, evolving his father Carroll Chatham's pioneering efforts into a globally recognized legacy. Carroll, captivated by the alchemy of creating gems, mastered the art of growing emeralds in a garage laboratory, setting the foundation for Chatham Created Gems & Diamonds. Tom, inheriting his father's scientific curiosity and entrepreneurial spirit, ventured into the company in 1965 with fresh insights and a business acumen that would propel the company to new heights.
Under Tom's stewardship, Chatham transcended its original mission, moving from providing rough lab-grown gems to selling faceted gemstones, a strategy that redefined the market. Seeing beyond the bench, he cultivated connections with master cutters across the globe, ensuring that Chatham's stones were not only unique in creation but exceptional in their presentation. In 1976, Tom’s innovative vision earned him the role of President, where he continued to build upon his father's legacy, achieving Carroll’s dream of creating diamonds in the lab.
One of Tom's most notable contribution is his integration of Chatham into the finished jewelry market. Partnering with industry expert Harry Stubbert, they launched a line of jewelry that showcased lab-grown gems in avant-garde designs, introducing captivating cuts like the onion, flame, and century that are exclusive to Chatham.
Today, Chatham is celebrated as the leader in lab-grown gemstones, embodying both Carroll’s scientific passion and Tom’s savvy expansion.