Family Office Trends Agenda

February 6th

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

On Thursday February 6th we will host a seminar on 2013 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.


8:00 - 4:30 p.m.

Breakfast, Lunch and Reception


Patrick Maldari, Senior Portfolio Manager - Aberdeen Asset Management

Peter Kohli, Chief Executive Office and Chief Investment Officer - DMS Advisors

David Geraty, Chairman - Geraty Investments

Amir Heshmatpour, Chairman & Managing Director - AFH Holding & Advisory, LLC (SFO)

Victoria Vysotina, Founder and CEO - VV Strategic Group

Dan Farrell, Partner - Privos (MFO)

Will Froelich, Relationship Manager- Genspring

Donna Pulini, Manager - Aberdeen Asset Management

Jennifer Davis, President and CEO - SkyOak Wealth Management

Leigh Faber, Family Office Servicing Consultant

Harry Gruber, Chief Executive Officer - Tocagen (SFO)

Bradley Rotter, Executive Chairman - XCloud Corporation

David Young, CFA, Founder & Chief Executive Officer - Anfield Capital Management, LLC

Brian Weiner, President & CEO at BW Consulting, Inc.

Altus Plunkett, Managing Principal - Elion House

George Kushner, Head of Business Development - Willis Investment Counsel

Bryan Shaffer, Senior VP - George Smith Partners

Don McGraw, Director of Capital Markets - Growthink

Shad Besikof, Managing Director - Pershing/BNY Mellon

Rich Ballew, Portfolio Manager - RH Trading Company

W. Chip Eggers, Director Private Client Services - Credit Suisse Securities, LLC

Henry To, Chief Investment Officer, Partner - CB Capital Partners

Fred Nazem, CEO and Founder - Nazem & Company

Alan Snyder, Managing Partner - Shinnecock Partners

Les Allan, CEO - The Los Angeles Investment Company

4:30 p.m. ,RECEPTION

Date: Thursday, February 6th, 2014

Venue: There is no walk in Registration.

* Hyatt Regency
* 1107 Jamboree Rd, ‎
* Newport Beach, 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