Family Office Trends Agenda

January 20th

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

On Tuesday January 20th we will host a seminar on 2015 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 9:00 a.m. and ends at 3:30 p.m. A reception will follow.

AGENDA

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

9:30 - 10:20 , 2015 Portfolio Allocations

Steve Goodman, CPA, CFP®, President & Chief Investment Officer - Goodman Financial Corporation
Richard Becker, General Partner - Texas Infinite Wealth Planners
Moderator - Michelle Connell CFA, Texas and Louisiana University Guest Lecturer

10:30 - 11:20 , Real Estate 2015 Outlook

Thomas Pisula, President - Tom Pisula Development
Andy Weiner, Managing Director - RockStep Capital
Sandy P. Aron, President at Hunington Properties, Inc.
Moderator - Bryan Johnson, Managing Partner - Johnson & Company

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

11:35 - 12:20 p.m. , Energy Investment Outlook 2015,

Timothy Smith, President & CIO - Petro Lucrum, Inc. (SFO)
Loretta Cross, CPA*, CIRA, CDBV Managing Director | Energy Practice Leader - Stout Risius Ross, Inc.
Moderator - Robert Butler, President - Butler Advisory Services

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

1:30 - 2:20 p.m. , Alpha Generation Strategies,

Elliott Nunez, Founder, CEO - Next Gen Capital
Ron Breitigam, Managing Director - Lake Austin Advisors
Bryan Johnson, Managing Partner - Johnson & Company
Moderator - Robert Butler, President - Butler Advisory Services

2:30 - 3:30p.m. Family Office Trends - Private Equity Investing

Clint Haggard, President - Burgher Haggard (MFO)
Katherine Hill Ritchie, CEO - PEX Global, Inc (SFO)
Moderator - Diane Harrison, Chief Executive Officer - Panegyric Marketing.

3:30 p.m. ,RECEPTION

Date: Tuesday, January 20th, 2015

Time: 9:00AM to 3:30 PM
Reception, administrative preceding presentation

Venue: There is no walk in Registration.

Hyatt
1200 Louisiana St.
Houston
TX 77002

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