Family Office Trends Agenda

February 26th

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

On Wednesday February 26th we will host a seminar on 2014 Family Office Trends. 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.

AGENDA

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

8:30 - 9:20 , 2014 Portfolio Allocations

Tanner Robinson, Director - Oppenheimer & Co. Inc
Michael Weinberg, Chief Investment Officer - MOW & AYW LLC.
Chris Cecil, President - Biltmore Family Office
Moderator - Adrian Devenyi, PHD, Portfolio Manager - BlueMountain Capital Management

9:30 - 10:20 , Global Real Estate Investing


Robert Mason, Managing Director - Bullock Mannelly Partners
Bryan Kelley, CEO - Webb Creek
Moderator - Mickey Vetter, Principal - Market Access Partners

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

10:35 - 11:20 a.m. , Finding Yield in a ZIRP / Tapering environment

Noah Breslow, Chief Executive Officer - OnDeck Capital
Phil Daviroff, Chairman - DFG Investment Advisors
Moderator -

11:30 - 12:30 p.m. , Non Correlated Investment Strategies,

David Shulman, Managing Director - Basepoint Capital, LLC
Peter Kohli, Chief Executive Office and Chief Investment Officer - DMS Advisors
Moderator - Adrian Devenyi, PHD, Portfolio Manager - BlueMountain Capital Management

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

Speaker BD

1:30 - 2:20 p.m. , Family Office Direct Private Equity Investments

William Kidd, Founder and Managing Director - Kidd and Company (SFO)
TBD, Special Speaker
Moderator - Craig Sklar, Partner - Seward Kissel

2:30 - 3:20 p.m. , – Emerging Manager / Emerging Strategies

Clay Dunnagan, Managing Partner - Anchor Capital Management
Steve Simmons, Managing Director - Sideris Capital (SFO)
Moderator - TBD

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

3:35 - 4:20p.m. 2014 Family Office

Jared Feldman, Partner - Anchin, Block & Anchin, LLP
Dick Corl, Chief Executive Officer - Wealth Cloud
Moderator - TBD

4:30 p.m. ,RECEPTION

Date: Thursday, February 13th, 2014

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

Venue: There is no walk in Registration.

* Charlotte Marriott
* 100 W Trade St,
* Charlotte, NC 28202
*
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