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Family Office Trends Agenda

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On Tuesday, September 26th 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. There will be an afternoon focus on impact investing. 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

8:40 - 9:35 , Asset Allocation 2017,

Gregory D. Shufro, Senior Managing Director - Shufro, Rose & Co., LLC (MFO)

Cameron Murphy, Partner - Murphy Capital

Steven Turi, Managing Partner and Chief Investment Officer, SkyView Investment Advisors

Moderator - Sab Kanaujia, Investor - Dia Ventures

9:45 a.m. - 10:30 a.m. , Manager Selection & Alpha Generation Strategies,

David Sachs, Head of US Offices - Stable Asset Management

Sophie Panchal, Independent Hedge Fund Advisor

Ulf Nofelt, President - UN Consulting

Moderator - Jon Kowalski, Kowalski Consulting

10:45 a.m. - 11:35 a.m. Real Estate and Real Asset Outlook 2017

Ken Nitzberg, Chairman & CEO - Devon Self Storage

Michael Mauceli, CEO - Reef Oil and Gas Company LP

Daniel Hamister, Partner - Hamister Group

Moderator - Augustus Moy, Principal - The AM Companies

11:45 a.m. - 12:15 p.m. Sponsored Segment

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

Dan Morehead, Chief Executive Officer - Pantera Capital

1:40 - 2:40 , Emerging Women Owned Venture Capital Funds

Anu Duggal, Founding Partner - Female Founders Fund

Brodi Jackson, Co-Founder and Managing Partner - Caerus Ventures

Mirella (Moshe) Mashiach, Co-Founder - Mesia Ventures

Kerry Rupp, General Partner - True Wealth Ventures

Moderator - Marie DeFalco, Partner - Lowenstein Sandler

2:40 - 3:30 p.m. Women backed Alpha Generating Funds

Beth Watkins, Director - Foresight Group

Ellie Cachette, General Partner - Cachette Capital

Julie Lein, Managing Partner - the Urban Innovation Fund

Moderator - Lisa Giuffra Diaz, Head of Corporate Strategy & Business Development - Global Futures Group

3:40 - 4:30 p.m. Family Office Private Equity investing

Marco Antonio Soriano, Managing Partner - Soriano Group

Bob Levine, Managing Partner - L2 Capital Partners

Mehmet I. Budak, Principal & Chief Investment Officer - Bessley Capital, LLC

Moderator - Nancy Wang, Chief Regulatory Counsel Chief Compliance Officer - Adherence, LLC

4:30 p.m. ,RECEPTION


* Lowenstein Sandler

* 1251 6th Ave # 18L

* New York

* NY 10020

* (212) 262-6700


Cost: Early Bird Registration

Sign up Single Family Office

Sign up Multi Family Office

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

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