Family Office Trends Agenda

May 20th

Sign up SFO

Sign up MFO

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

On Tuesday May 20th 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.


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

9:30 - 10:20 , 2014 Portfolio Allocations

Rodney McClain, EVP Strategy - MRM Capital Management (SFO)
Matt DenBleyker, Director of Research - Larry Thompson & Associates
John Langston, Partner - Avalon Advisors
Moderator - Holland Gary, CFO - Carleton Residential Properties

10:20 - 10:35 a.m. , Break

10:35 - 11:10 a.m. Investing in China Real Estate,

Jeff Tucker, Managing Director - Century Bridge Capital (SFO)

11:20 - 12:20 p.m. , Alpha Generation Strategies,

Dory Wiley, President & CEO - Commerce Street Holdings
Gary Simpson, Chief Operating Office - Windmill Capital
Moderator - Robert Butler, Director Analytics - RiverRock Group, LLC

12:20 - 1:30 p.m. Lunch Time - The Case for Durable Income

Sameer Jain, Chief Economist and Managing Director - American Realty Capital

1:30 - 2:20 p.m. , The Future of Energy Investment

Mark Plummer, CEO - Chestnut Exploration Companies
Timothy Smith, President & CIO - Petro Lucrum, Inc. (SFO)
Moderator - Dan McCarthy, Managing Director - Energy Capital

2:30 - 3:20 p.m. , Emerging Manager / Emerging Strategies,

Brian Pardo, Chief Executive Officer - Life Partners
Dave Blivin, General Partner - Cottonwood Technology Partners
Anthony Gellert, Owner, Founder - Livingston Capital (SFO)
Moderator - Bryan Johnson, Managing Partner - Johnson & Company

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

3:35 - 4:00p.m. Family Office Trends

Ken Knox, President - Tenzing Advisors
Jake Seher, Senior Partner - Capitol Context (SFO Advisor)
Clint Haggard, President - Burgher Haggard (MFO)

4:30 p.m. ,RECEPTION

Date: Tuesday, May 20th, 2014

Time: 9:00AM to 4:30 PM
Reception, administrative preceding presentation

Venue: There is no walk in Registration.

* Rosewood Crescent Hotel
* 400 Crescent Ct
* Dallas, TX

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