Family Office Outlook 2012 Agenda
January 18th
Sign up SFO
Sign up MFO
Sign up non Family Office (restricted less than 10 people)
On Wednesday January 18th we will host a seminar on the "2012 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 4:30 p.m. A reception will follow.
AGENDA
8:00 - 8:30 a.m. , breakfast
8:45 - 9:20 , Current Public Policy Issues Impacting Family Offices
Jake Seher, Partner, Venable
9:30 - 10:30 a.m. , Emerging Alpha Strategies - Alternative Investing
Jay Rogers, President - Alpha Strategies
Azhar Quader, Director - IMC Financial Markets (Advisor Sunrise Family Office)
John Earl, Managing Director - Keystone National Group
Moderator - Mark Hanley, Partner - Laguna Partners, LLC (Hanley Family Office)
10:30 - 10:45 a.m. , Break
10:45 - 11:30 p.m. , Global Real Estate Opportunities in 2012
Maxwell Drever, Founder and Chairman - Drever Family Capital (Drever Family Office)
Damon Hemmerdinger, Senior Vice President - ATCO Advisory (Family Office/Multi Family Platform)
David Puchi, Managing Partner - Baceline Investments
Don Bethe, Senior Managing Director - Kennedy Wilson
Moderator - Ralph Liu, Founder and CEO - Investors Ally
11:30 - 12:30 p.m. , Growth Investing
Robert Taylor, Partner - Centinela Partners
Tom Keck, Partner - StepStone Global
Bill Anderson, Founder & CEO - First Beverage (Former Topa Equities family office)
Moderator - Bill Weaver, Principal - Global Capital Markets
12:30 - 1:30 p.m. Lunch and Master Limited Partnerships
Bob Hellman, Managing Director and CEO - America Infrastructure MLP fund
1:30 - 2:30 p.m. , Non-Correlated Investment Topics
Fuller O'Connor, Managing Director - EJF Capital
Richard Selvala, Chief Executive Officer and Co-Founder - Harvest Volatility Management
Razmig Der-Tavitian, Associate - Wilshire Associates (MFO)
Moderator - Karen Landry, Director - Inflection Partners
2:30 - 3:20 p.m. , Portfolio Outlook for 2012
Michael Rosen, Principal & CIO - Angeles Investment Advisory (Pension and MFO Portfolio Advisory)
Boris Adlam, Founder and CEO - KNZ Partners (Adlam Family Office)
Mark Hanley, Partner - Laguna Partners, LLC (Hanley Family Office)
JC Kane, CEO and Founder - Lighthouse Point Marketing
Moderator - Brad Cohen, Partner - Venable
3:30 - 3:45 p.m. Break
3:45 - 4:30 p.m. , Constructing the 2012 Family Office
Tim Lappen, Founder & Chairman, Family Office Group - Jeffer Mangels Butler & Mitchell LLP
John Thomson, Managing Director - The Portiera Group
Robin Coady Smith, Founder - Privatus CIO Services
Moderator - George Lintz, Founder and CEO - Bellaire Advisors
4:30 p.m. ,RECEPTION
Date: Wednesday, January 18th, 2011
Time: 8AM to 4:30 PM
Reception, administrative preceding presentation
Venue: There is no walk in Registration.
* Hotel Palomar
* 10740 Wilshire Blvd Los Angeles, CA 90024
Registration:
Sign up SFO
Sign up MFO
Sign up non Family Office (restricted less than 10 people)
For more information Contact us
Sign up SFO
Sign up MFO
Sign up non Family Office (restricted less than 10 people)
On Wednesday January 18th we will host a seminar on the "2012 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 4:30 p.m. A reception will follow.
AGENDA
8:00 - 8:30 a.m. , breakfast
8:45 - 9:20 , Current Public Policy Issues Impacting Family Offices
Jake Seher, Partner, Venable
9:30 - 10:30 a.m. , Emerging Alpha Strategies - Alternative Investing
Jay Rogers, President - Alpha Strategies
Azhar Quader, Director - IMC Financial Markets (Advisor Sunrise Family Office)
John Earl, Managing Director - Keystone National Group
Moderator - Mark Hanley, Partner - Laguna Partners, LLC (Hanley Family Office)
10:30 - 10:45 a.m. , Break
10:45 - 11:30 p.m. , Global Real Estate Opportunities in 2012
Maxwell Drever, Founder and Chairman - Drever Family Capital (Drever Family Office)
Damon Hemmerdinger, Senior Vice President - ATCO Advisory (Family Office/Multi Family Platform)
David Puchi, Managing Partner - Baceline Investments
Don Bethe, Senior Managing Director - Kennedy Wilson
Moderator - Ralph Liu, Founder and CEO - Investors Ally
11:30 - 12:30 p.m. , Growth Investing
Robert Taylor, Partner - Centinela Partners
Tom Keck, Partner - StepStone Global
Bill Anderson, Founder & CEO - First Beverage (Former Topa Equities family office)
Moderator - Bill Weaver, Principal - Global Capital Markets
12:30 - 1:30 p.m. Lunch and Master Limited Partnerships
Bob Hellman, Managing Director and CEO - America Infrastructure MLP fund
1:30 - 2:30 p.m. , Non-Correlated Investment Topics
Fuller O'Connor, Managing Director - EJF Capital
Richard Selvala, Chief Executive Officer and Co-Founder - Harvest Volatility Management
Razmig Der-Tavitian, Associate - Wilshire Associates (MFO)
Moderator - Karen Landry, Director - Inflection Partners
2:30 - 3:20 p.m. , Portfolio Outlook for 2012
Michael Rosen, Principal & CIO - Angeles Investment Advisory (Pension and MFO Portfolio Advisory)
Boris Adlam, Founder and CEO - KNZ Partners (Adlam Family Office)
Mark Hanley, Partner - Laguna Partners, LLC (Hanley Family Office)
JC Kane, CEO and Founder - Lighthouse Point Marketing
Moderator - Brad Cohen, Partner - Venable
3:30 - 3:45 p.m. Break
3:45 - 4:30 p.m. , Constructing the 2012 Family Office
Tim Lappen, Founder & Chairman, Family Office Group - Jeffer Mangels Butler & Mitchell LLP
John Thomson, Managing Director - The Portiera Group
Robin Coady Smith, Founder - Privatus CIO Services
Moderator - George Lintz, Founder and CEO - Bellaire Advisors
4:30 p.m. ,RECEPTION
Date: Wednesday, January 18th, 2011
Time: 8AM to 4:30 PM
Reception, administrative preceding presentation
Venue: There is no walk in Registration.
* Hotel Palomar
* 10740 Wilshire Blvd Los Angeles, CA 90024
Registration:
Sign up SFO
Sign up MFO
Sign up non Family Office (restricted less than 10 people)
For more information Contact us