Family Office Outlook 2012 Agenda

April 12th

Sign up SFO

Sign up MFO

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

On Thursday April 12th we will host a seminar on Trends in Family Offices. 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 4:30 p.m. A reception will follow.


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

8:30 - 9:30 , Investment Due Diligence and Continuous Risk Management

Bob Griffin, Senior VP, Regional Investment Strategist - Comerica
Aaron, Senior Relationship Manager - Silicon Valley Bank
Mariia Eroshin, Senior Vice President - US Trust
Michael Franks, Senior Vice President - First Republic Bank
Moderator - Donna Pulini, Manager - Aberdeen Asset Management

9:40 - 10:25 a.m. , Credit Opportunities

Christopher Allick, Managing Director - Hunting Dog Capital

10:30 - 10:45 a.m. , Break

10:45 - 11:30 p.m. , Domestic Real Estate Opportunities in 2012

Maxwell Drever, Founder and Chairman - Drever Family Capital (Drever Family Office)

11:30 - 12:30 p.m. , Growth

Bob Bozeman, General Partner - Eastlake Ventures, LLC (Bozeman Family Office)
Jerad McMayon, Managing Director - OFS Energy Fund
Ted Lucas, Managing Partner - Lattice Strategies
Moderator - Jeff Garon, Managing Partner - CVA Partners

12:30 - 1:30 p.m. Lunch

1:45 - 2:20 p.m. , Who is the Family Risk Manager

Mary Gust, Senior Managing Director - Frank Crystal & Company

2:30 - 3:20 p.m. Super Angels and Micro VCs trends in startup investing,

David Lee, Managing Partner - SV Angel
Jeff Clavier, Managing Partner - SoftTech VC
Moderator - Tim Johnson, Founder - FundCloud

3:30 - 3:45 p.m. Break

3:45 - 4:30 p.m. , Trends in Family Office

Jake Seher, Partner and Senior Legislative Advisor - Venable
Robin Coady Smith, Founder - Privatus CIO Services
Todd Angkatavanich, Partner - Withers Bergman
Peter Berg, Senior Vice President, BNY Mellon

4:30 p.m. ,RECEPTION

Date: Thursday, April 12th, 2011

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

Venue: There is no walk in Registration.
* Hilton Hotel
* 750 Kearny Street
* San Francisco, CA

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