Family Office Trends Agenda

May 2nd

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

On Thursday May 2nd we will host a seminar on 2013 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 8:30 a.m. and ends at 5:00 p.m. A reception will follow.


8:00 - 8:30 a.m. , breakfast

8:30 - 9:30 , 2013 Portfolio Allocations

Michael Weinberg, Chief Investment Officer - Weinberg Family Office.
Sharon French, President - Shepherds Way Inc. (Former Head of Private Client Group, Blackrock)
Victoria Vysotina, Founder and CEO - VV Strategic Group
Moderator - Will Greco, Head of Capital Introduction - Lazard Freres

9:40 - 10:30 , Emerging Markets,

Peter Kohli, Chief Executive Office and Chief Investment Officer - DMS Advisors.
Cesar Pereira, Chairman - CLP Holdings.
Brian Lippey, Lippey Advisors.
Rajiv Sahney, Founder and Managing Partner - New Vernon Capital.
Moderator - Diane Harrison, Chief Executive Officer - Panegyric Marketing.

10:30 - 10:45 a.m. , Break

10:45 - 11:35 a.m. , Finding Yield in a ZIRP environment

Jerry Levy, Managing Director - Tricadia-GraniteRidge.
Ron Sorenson, Chief Investment Officer - WH Reaves.
Melissa Ricco, Managing Director - Babson Capital.
Moderator - Azhar Quader, Managing Director, Queens Court Capital, LLC

11:35 - 12:25 p.m. , Health Care Investment.

Fred Nazem, Chief Executive Officer - Nazem & Company (SFO).
Harry Gruber, Chief Executive Officer - Tocagen (SFO).
Moderator - Susan Robbins, Senior Research Analyst, Healthcare - Baron Funds.

12:30 - 1:30 p.m. Lunch (Lunch time Speaker )

Ron Baron, Chairman and Chief Investment Officer - Baron Capital.

1:30 - 2:00 p.m. , Baron Outlook Roundtable

Catherine Chen, Research Analyst, Agriculture.
Rebecca Ellin, Research Analyst, Industrials.

2:10 - 3:10 p.m. , Emerging Alpha and Non Traditional Investments

Dana McGinnis, Portfolio Manager - Mission Advisors.
Gary L. Simpson, co-Founder & Chief Operating Officer - Windmill Capital.
Arnaud Ajdler, founder and CIO - Engine Capital.
Walt Vester, Chief Executive Officer - Huygens Capital.
Moderator - Brett Langbert, Managing Director - Israel Englander.

3:10 - 3:25 p.m. Break

3:25 - 4:25 p.m. , Real Estate Investing

Eric Fleiss, President and Partner - Regent Properties.
Charles Agus, Senior Vice President - Benedict Realty Group.
Steve Hagenbuckle, Managing Principal - Terra Capital Management
Rosario F. Saglimbeni, Director of Acquisitions & Investment Properties - SCHNEIDER & SCHNEIDER, INC.
Moderator - Warren Ashenmil, CEO/Chief Investment Officer - Jerica Capital Management, LLC (SFO).

4:30 p.m. ,RECEPTION

Date: Thursday, May 2nd, 2013

Time: 8:00AM to 4:30 PM
Reception, administrative preceding presentation

Venue: There is no walk in Registration.

* Baron Capital
* 767 5th Ave
* New York, NY

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