Family Office Trends Agenda

September 25th

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

On Thursday September 25th 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 - 10:10 , 2014 Portfolio Allocations

Victoria Vysotina, Managing Director - VV Strategic Group (SFO Advisor)

10:20 - 11:10 , Real Asset Investment

Timothy Smith, President & CIO - Petro Lucrum, Inc. (SFO)
Jared Jakovich, Managing Director - Capital Commercial
Moderator - Brian Tafaro, Principal - Market Access Partners, LLC

11:10 - 11:25 a.m. , Break

11:25 - 12:20 p.m. , Alpha Generation Strategies,

Dory Wiley, President & CEO - Commerce Street Holdings
Dr Sharon Pins, Director of Institutional Investments - Life Partners
Art Washburn, Co-Principal and Founder - Alpha Omega Wealth Management
Moderator - Leo Isaak, President - Axios Capital Advisors

12:30 - 1:30 p.m. Lunch - Middle East Outlook

Fadi Al Said, CFA, Director, Portfolio Manager/Analyst - Lazard

1:30 - 2:20 a.m. Emerging Manager / Emerging Strategies,

Dean Somes, Portfolio Manager - Cross Capital Inc.
Robert Butler, President - Butler Advisory Services
Bryan Johnson, Managing Partner - Johnson & Company
Moderator - Christine Allardyce, Founder - Harbour Ventures, LLC

2:30 - 3:20 p.m. , Family Office Trends

Clint Haggard, President - Burgher Haggard (MFO)
George Lee, Partner - Gardere
Moderator - Royce W. Medlin, CFA, CAIA, Senior Vice President - Lazard Asset Management

3:30 p.m. ,RECEPTION

Date: Thursday, September 25th, 2014

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

Venue: There is no walk in Registration.

* Dallas Crescent Hotel
* 400 Crescent Ct
* Dallas, TX 75201

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