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Family Office Trends Agenda

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

On Wednesday, October 18th 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. 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 - 10:10 , Asset Allocation 2017

Lew Spellman, Professor of Finance - University of Texas at Austin

Axel Merk, President & CIO - Merk Investments

Moderator - Vern Bell, President and Associate Portfolio Manager - Texas Elite Advisory

10:20 - 11:10 , New Trends in Cryptocurrency and Blockchain

Lorenzo Carver, CEO / Founder - Liquid Scenarios

Darsh Singh, Managing Partners - Hazoor Partners

Christopher Pallotta, CEO & Founder - Templum, LLC

Moderator - George T. Lee, Partner - Polsinelli

11:15 - 12:00p.m. Real Estate Outlook 2017

Andy Weiner, Founder & President - RockStep Capital

Terrell Gates, Founder and CEO - Virtus Real Estate Capital

Michael Mauceli, CEO - MetroMarke

Moderator - Clifton Dugas, Shareholder - Polsinelli

12:05 p.m. - 12:30 p.m. , Life Insurance Strategies for Ultra High Net Worths

Mike Tolleson, CEO - Tolleson Investments

12:30 p.m. - 1:30 p.m. , Cryptocurrencies Still in the First Inning (30 minute speaker)

Paul Veradittakit, Partner - Pantera Capital

1:40 - 2:30 , The Texas Venture Capital Opportunity,

Sara Brand, General Partner - True Wealth Ventures

Adam Hull, Partner - Polsinelli

2:40 - 3:30 p.m. , Alpha Generation Strategies,

Robert Butler, President - Butler Advisory Services

Aaron Handler, Co-Founder and Partner - Elm Creek Partners

Moderator -

3:35 - 4:20 p.m. Family Office Direct Investing Strategies

Timothy Smith, SFO President, Single Family Office - Petro Lucrum, Inc

Brian Devening, Managing Director - Hall Capital Partners

Adam Hull, Partner - Polsinelli

Moderator - Rick Jordan, Partner - Polsinelli

4:30 p.m. ,RECEPTION

* Polsinelli

* 2950 N Harwood St #2100

* Dallas, TX 75201

* (214) 397-0030

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