Family Office Outlook 2013 Agenda

January 24th

Sign up SFO

Sign up MFO

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

On Thursday, January 24th 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 and Allocations 2013

Steven MacNamara, Founder and Managing Member - Horizons West Capital Partners
Dominic Napolitano, Managing Partner - Talson Partners
John Service – Portfolio Manager - Portland House Group
Victoria Vysotina, Founder and CEO - VV Strategic Group
Moderator - Amiel Goldberg, Managing Principal - Goldberg & Hohmann, LLC

10:30 - 11:20 a.m. , Emerging Alpha Generating Strategies

Paul Anthony Thomas, Managing Partner - Ledger Petroleum
Mark Abeshouse, Managing Partner - Augustus Partners
Greg Skidmore, President of Wealth Management - Belpointe Wealth Management
Moderator - George Hawes, Partner - Fairview Securities

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

11:40 - 12:30 p.m. , Opportunities in Regional Bank Investments and Acquisitions

Andrew Jose, Managing Director - FJ Capital
Shiv Govindan, President - Resource Financial Institutions Group, Inc
Moderator - Safia Mehta, Managing Director - North Point Advisors

12:20 - 1:30 p.m. Lunch - Opportunities in Infrastructure Investing

John Stinebaugh, Managing Partner - Brookfield Asset Management

1:30 - 2:00 p.m. , Finding Yield in a ZIRP environment

Azhar Quader, Managing Director, Queens Court Capital, LLC
Greg Gleason, Director of Finance - Corigin Real Estate Group
Jerry Levy, Managing Director, Tricadia-GraniteRidge
Moderator - Mark Samuel, Founder and Principal - Post Road Fund Advisors

2:30 - 3:30 p.m. , Non Correlated Strategies

Chris Umscheid, Director Hedge Fund Research - Deutsche Bank
Chris Kelley, Managing Partner - Harvest Fund Management
Ari Glass, - Boothbay Fund Management (SFO)
Moderator - Ron Sylvestri, Partner - Quail Ridge Asset Management

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

3:35 - 4:30 p.m. , 2013 Trends in Family Offices

Joan Young, Managing Member, JP Young & Associates
Chris Vescio, Principal, Vescio Family Advisors
Moderator - Tom Lannamann, Capital Strategy Advisors

4:30 p.m. ,RECEPTION

Date: Thursday, January 24th, 2013

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


* Greenwich Hyatt
* 1800 East Putnam Avenue
* Old Greenwich, CT
* (203) 637-1234

For more information Contact us