Family Office Trends Agenda

February 9th

Sign up SFO

Sign up MFO

Sign up non Family Office (restricted less than 10 people)

On Tuesday, February 9th we will host a seminar on 2016 Family Office Outlook. This event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. We will spend a day reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office. To get through security, you must register. The event starts at 8:00 a.m. and ends at 5:00 p.m. A reception will follow.


8:00 - 8:30 a.m. , breakfast

8:30 - 9:20 , 2016 Portfolio Allocations

Paul Platkin, Former Chief Investment Officer - of single family office (SFO Advisory)
Gregory D. Shufro, Senior Managing Director - Shufro, Rose & Co., LLC (MFO)
Gib Dunham, Chief Investment Officer - ACA (SFO)
Victoria Vysotina, Managing Director - VV Strategic Group (SFO Advisor)
Moderator - Henley Smith, Senior Vice President - Vanderbilt Ave. Asset Management

9:30 - 10:20 , Real Asset Investment

Stuart Mackintosh, Managing Director - EII Capital Management
Joseph DeMatteo, Sr. , President - JDM Capital Corporation
Vincent Salvatoriello, President + CEO - Strategix Consulting, LLC (SFO Advisory)
Dennis Russo, Partner - Baker Hostetler
Moderator - Rosario F. Saglimbeni, Principal - $apiens ₡apital (SFO Advisory)

10:30 - 11:20 a.m. Emerging Manager / Emerging Strategies,

Chris Warren, CEO - Clean Energy Advisors
Dean Donofrio, Managing Member - BEL45 Capital, LLC(SFO)
Erdem Tarcan, CIO & Portfolio Manager - Tarcan Capital LLC
Moderator - Keith Danko, Founding Partner and Managing Member - Witherspoon Partners/Witherspoon Holdings

10:20 - 10:35 a.m. ,

11:30 - 12:30 p.m. , Alpha Generation Strategies,

Jonathan M. Bergman, CFP, Managing Director - TAG Associates (MFO)
Brendan MacMillan, Chief Investment Officer - Ocean Road Advisors (SFO)
Timothy Pynchon, Managing Director - Oppenheimer Asset Management
Moderator - Miguel Triay, Hedge Fund Consultant

12:30 - 1:30 p.m. Lunch - Uberization of Finance: Alternative Lending,

Alan Snyder, Managing Partner - Shinnecock Partners (FOF)/ SFO

1:30 - 2:20 p.m. Direct Investing in Private Equity

Dan Farrell, Chairman & CEO - Privos Capital (MFO)
Steven G. Chrust, Senior Principal - Centripetal Capital, Chairman - APJeT(SFO)
Thomas Wisniewski, Managing Director - RosePaul Investments (SFO)
Michael Abitebol, CFO & COO - Magna(SFO)
Moderator - Matthew Katzeff, Director and Head of North America - Stratiqa

2:30 - 3:20 p.m. , How to Invest in Fintech

Allan Brik, Managing Founder - Everysk Technologies
Jim Tousignant, Founder and CEO - FinTech Studios
Steve Krawciw, Managing Director - ABLE Markets
Dinkar Jetley, Co-Founder - Pivot Investment Partners LLC
Moderator - Richard Ross, Co-Founder and CIO (∀I) - CC Family Office

3:30 - 4:20p.m. Family Office Best Practices for 2016

Chuck Stetson, Owner - PEI Funds (SFO)
Marc Powers, Partner - Baker Hostetler
Michael Warszawski, CFA, Senior Managing Director - Manchester Capital Management(MFO)
Moderator - Diane Harrison, Chief Executive Officer - Panegyric Marketing

4:30 p.m. ,RECEPTION

Date: Tuesday, February 9th, 2016

Time: 8:00AM to 4:30 PM
Reception, administrative preceding presentation

Venue: There is no walk in Registration.

* Baker Hostetler
* 45 Rockefeller Plaza,
* New York
* NY 10111

Cost: Early Bird Registration

Sign up SFO

Sign up MFO

Sign up non Family Office (restricted less than 10 people)

For more information Contact us