Our Agenda News

Family Office Trends Agenda

Sign up Single Family Office

Sign up Multi Family Office

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

On Friday, June 23rd we will host a seminar on 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. There will be an afternoon focus on impact investing. 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 - 8:30 a.m. , breakfast

8:30 - 9:20 , Asset Allocation 2017

Ben Halliburton, CEO and Founder - Tradition Capital Management

S. Alan McKnight, Jr, CFA, Chief Investment Officer - Regions Bank

Moderator - Eric Ross, Chief Strategist - Cascend Securities

9:30 a.m. - 10:20 a.m. , Manager Selection & Alpha Generation Strategies,

Michael Nelson, Managing Partner - Eagle Bay Advisors

Irina Tanenbaum, Director of Investment Research - Artivest

Simon Hopkins, Chief Executive Officer - Milltrust International

Moderator - Richard Brent Mattis Jr, CFA, Independent Financial Analyst

10:30 a.m. - 11:00 a.m. Smart Beta Strategies that Add Alpha ,

Marc Chaikin, Founder and CEO - Chaikin Investments

11:00 a.m. - 12:00 p.m. Real Estate and Real Asset Outlook 2017

Richard Kulick, Chief Investment Officer - Gamma Real Estate

Griff Williams, Chief Investment Officer - Milltrust Ag Investments

David Blum, Founder - Crossroads Property Capital LLC

Marc Palladino, Special Counsel, Real Estate Group - Duane Morris LLP

Moderator - Augustus Moy, Principal - The AM Companies

12:10 p.m. - 12:45 p.m. Credit Opportunities, 2017 ,

Bob Treue - CEO, President at Barnegat Fund Management

12:45 p.m. - 2:00 p.m. Lunch The New Healthcare (30 minute speaker),

Fred Nazem, Managing Partner, CEO - Nazem & Company

2:00 - 3:00 , Emerging Energy Strategies

GP Manalac, President -Castleman Power Systems International, LLC

Michael Mauceli, CEO - Reef Oil and Gas Company LP

Josh Roach, Managing Partner, Lloyd Capital Partners & Phi Group Investments

Moderator - Brad Molotsky, Partner - Duane Morris

3:10 - 4:10 p.m. Family Office Private Equity investing

Harry Edelson, Edelson Technology Partners

Bob Levine, Managing Partner - L2 Capital Partners

Don Phillips , Chairman & CEO - WP Global Partners

Moderator - Robert B. Butler, CFA, PRM - Butler Advisory

4:30 p.m. ,RECEPTION

* Duane Morris

* 1540 Broadway

* New York

* NY 10036

* (212) 692-1000

Cost: Early Bird Registration

Sign up Single Family Office

Sign up Multi Family Office

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

For more information Contact us