Family Office Trends Agenda

March 4th

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

On Tuesday March 4th we will host a seminar on 2014 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


Mark Pedersen, Managing Director - SandLapper Capital

Mickey Vetter, Director - Market Access Partners, LLC

Guillermo DeLeon, Managing Director - Blue Line Investment Group

Mary Kathryn Champion, President - Champion Capital Research

David Hanson, Managing Director at James E. Bashaw & Co.

Robert Mason, Managing Director - Bullock Mannelly Partners

Robert Butler, President - Butler Advisory Services

Michael Staton, Partner - Learn Capital

Henry Bragg CFP® CPA, Director - Texas at Hill Investment Group

Robert Gauntt, Partner - Avalon Advisors

Anthony Gellert, Owner, Founder - Livingston Capital (SFO)

Andy Weiner, Managing Director - RockStep Capital

John Langston, Partner - Avalon Advisors

Adam Joseph, President - West Main Partners (SFO)

Paul Anthony Thomas, Managing Partner - Ledger Petroleum

Clint Haggard, President - Burgher Haggard

Lamar Smith, Senior Managing Director - Hedge Harbor

Jay Jackson, Director - River Rock (SFO)

4:30 p.m. ,RECEPTION

Date: Tuesday March 4th, 2014

Venue: There is no walk in Registration.

* Houston Hyatt Regency
* 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