Family Office Outlook 2012 Agenda

December 3rd

Sign up SFO

Sign up MFO

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

On Monday December 3rd 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 9:00 a.m. and ends at 4:30 p.m. A reception will follow.


9:00 - 9:30 a.m. , breakfast

9:30 - 10:30 , Portfolio Construction 2013

Richard Steinberg, President - Steinberg Global Asset Management, Ltd.
Pat Antonetti, Managing Partner - Antonetti Capital (Sproul Family)
Al Bhatt, Managing Director & Chief Investment Officer - Coral Gables Trust Company
Moderator - Clay Dunnagan, Managing Partner - Anchor Capital Management

10:30 - 11:20 a.m. , Non Correlated and Emerging Alpha Strategies

Sander Read, President - Lyons Wealth Management
Tim Thielen, Managing Partner - Sea Change Capital Management
Steven Solys, Partner - Legacy Private Capital (MFO)
Clay Dunnagan, Managing Partner - Anchor Capital Management
Moderator - Andres Sandate, Founder - Endurance Strategies

11:20 - 11:35 a.m. , Break

11:40 - 12:30 p.m. , Real Estate

Robert Mason, Managing Director - Bullock Mannelly Partners
Jonathan Sadowski, Founder - Walnut Grove Partners

12:30 - 1:00 p.m. , Lunch - Investing in the Brazilian Private Equity Market

Tim Formuziewich, Managing Partner , Brookfield Brazil Capital Partners

1:30 - 2:00 p.m. , Markets Beyond Politics

David Steinberg, Managing Partner - DLS Capital

2:00 - 2:30 p.m. , Art Storage: More than Just Art

Gaia Banovich, Vice President - Christie's Fine Storage

2:30 - 3:30 p.m. , Open Architecture Investing

Thomas Balcom, Founder - 1650 Wealth Management
Chuck Ranson, Chairman - Charles Ranson Expert Witness Services
Moderator - Victor Hugo Rodriguez, Founder - LatAm Alternatives

3:20 - 3:35 p.m. Break

3:35 - 4:30 p.m. , 2012 Trends in Family Offices

Kirby Rosplock, Trustee - Harbeck Foundation
Richard Stone, President - Palm Beach Investment Research Group
Moderator - Jeff Zipper, Senior Vice President - PNC Wealth Management

4:30 p.m. ,RECEPTION

Date: Monday, December 3rd, 2012

Time: 9AM to 4:30 PM
Reception, administrative preceding presentation

Venue: There is no walk in Registration.
* Boca Raton Marriott
* 5150 Town Center Circle
* Boca Raton, Florida

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