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 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 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

David Veal, Chief Investment Officer - COAERS (City of Austin Employees' Retirement System )

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

Axel Merk, President & CIO - Merk Investments

Moderator - Larry Powell, Founder - LP Institutional

9:30 - 10:15 , Manager Selection

Moderator - Larry Powell, Founder - LP Institutional

10:20 - 11:10 , Cross Border Investing


Moderator - Robert Butler, President - Butler Advisory Services

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

Andy Weiner, Founder & President - RockStep Capital

Fred Caldwell, CCIM, SIOR President and Chief Executive Officer - Caldwell Companies

Moderator - Angela Hall, Dahab Associates

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 - 2:10 , The Texas Venture Capital Opportunity,

Kerry Rupp, General Partner - True Wealth Ventures

2:20 - 3:10 p.m. , Alpha Generation Strategies,

Charles Preston, Founder - Harris Preston and Owner, Investments

Alan Snyder, Managing Partner - Shinnecock Partners

Moderator - George T. Lee, Partner - Polsinelli

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

Adam Hull, Partner - Polsinelli

Youngro Lee, CEO - NextSeed

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