October 7 & 8 in Dallas, TX
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Douglass Lodmell was born in Switzerland. From an early age, Douglass stood out as one of the brightest legal minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA after the first year....
He completed his Legal Masters (LL.M.) in taxation at the nation's leading tax program, New York University School of Law.
He was further selected to clerk for one of the most famous Federal District Court Judges on the bench, The Honorable Jack Weinstein in the Eastern District of New York. Douglass credits this experience as one of the most formative to his unique understanding of the legal system and what really happens behind closed chamber doors.
Douglass got a head start into the field of Asset Protection while still in Law School when he joined his father, Gary Lodmell, a pioneer in the field of Asset Protection, ultimately forming Lodmell & Lodmell, P.C.. L&L became one of the nation's leading Asset Protection Law Firms and today protects over $5 Billion in client assets. As Managing Partner of Lodmell & Lodmell, P.C., Douglass spends much of his time teaching, speaking, educating and leading thousands of doctors, dentists, business owners, corporate executives, employers, attorneys, professionals, investors, and real estate developers to name a few.
Author of the book, The Lawsuit Lottery: The Hijacking of Justice in America, Douglass highlights the true workings of the legal system, including how the courts have been taken over by the financially driven legal machine and the lawyers who run it. He also discusses how "Legal Extortion" has become the name of the game and how reform is far from reality. Douglass is an avid pilot and happily married to Awa Lodmell together with 3 amazing children.
Tom Wheelwright is a CPA, CEO of WealthAbility (Tempe, Arizona), Best-Selling Author of Tax-Free Wealth. Wheelwright is also a Contributor to More Important Than Money: An Entrepreneur's Team (July 2017) and Why The Rich Are Getting Richer (July 2017)....
Tom is a leading wealth and tax expert, global speaker, and Entrepreneur Magazine Contributor.
Tom is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes.
As a Rich Dad Advisor to Robert Kiyosaki (Rich Dad Poor Dad), Tom frequently speaks at conferences worldwide to entrepreneurs on these topics. Wheelwright is an active member of his community, who previously served as Chairman of the Tempe Manufacturers Council and Arizona Chapter President of Tax Executives Institute Inc.
His work has been featured in The Wall Street Journal, Washington Post, Forbes, Accounting Today, Investor's Business Daily, FOX & Friends, ABC News Radio, NPR, Marketplace and many more media.
Zulfe Ali is a global investment banker and investor with an extensive track record across M&A, IPOs, private equity buyouts, venture capital and sovereign wealth investment strategy. He has a deep understanding of global capital markets having worked in San Francisco, New York, London, Bahrain and Dubai....
With an MBA from Cornell University, Zulfe began his career at Bank of America's Institutional equities team and was responsible for advising international institutions on investments in high growth stock. He then moved to JP Morgan where he served as Vice President of the bank's acquisition and leveraged finance platform and was responsible for large M&A transactions and leveraged buyouts by PE firms.
After several years at JP Morgan in New York and London, Zulfe was recruited to run a leading Middle East sovereign wealth fund and served as its Chief Investment Officer. There he had the responsibility of executing a global investment strategy across listed securities, real estate and infrastructure.
His most recent position was as managing partner of Specialist London, a Washington based venture capital firm, C5 Capital, where he launched a new fund focusing on high growth technology. He is now in the process of launching a new firm catering to investment needs of high net worth individuals.
Jake is the managing partner at Entropy Power, a development firm specializing in curtailable industrial electrification co-located with large power generators. He is also the Head of Strategic Projects at Cervest, a startup quantifying physical and transition risks related to climate change....
Jake has over 10 years of experience advising and building companies in the energy, security, and construction sectors. He served on the corporate strategy, innovation, & sustainability team at Exelon Corporation, leading efforts on corporate R&D, strategic planning, new business development, and corporate venture capital.
He has deep expertise in the technology, regulation, and business models of energy systems ranging from rooftop solar, electric vehicles, and batteries to advanced nuclear energy systems. Jake holds a MSc in Nuclear Science & Engineering as well as a dual bachelors in physics and nuclear science & engineering from MIT.
Based in Houston, Jay O'Connor is responsible for acquisitions in Texas and the southwest for Western Wealth Capital. O'Connor has over 35 years of experience in the real estate industry with extensive acquisition, disposition, operational, and financial responsibilities in the multifamily and commercial arenas. Prior to joining Western Wealth Capital in 2018, he was involved in over $3.5-billion in multifamily and commercial transactions. ...
O'Connor has in-depth experience in sourcing, due diligence, underwriting, financing, title, survey, 1031 exchanges, and transaction management through closing and asset stabilization.
Previous employers include such notable firms as J.P. Morgan Investment Management and Camden Property Trust. O'Connor holds a BBA degree in Real Estate and Finance from Baylor University in Waco, Texas.
John Foley is a neurologist and researcher with over 25 years of experience treating neurological disorders. Dr. Foley earned his medical degree from the Medical College of Wisconsin and went on to complete his residency in Neurology at the University of Utah....
In 2015, he founded InterPro Bisoscience to pursue advancements in digital medicine and predictive analytics. He has a broad research interest in the field of neuroinflammation and aging and the interventions necessary to promote brain health throughout our lifespan.
Doctor Rob Hamilton attended the University of Colorado for both his undergraduate degree (in Electrical and Computer Engineering) and medical degree. He completed residency in Emergency Medicine at the University of California in San Diego....
