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National Family Office Forum World ResearchNational Group cordially invites you to attend the Family Office Forum Innovative Strategies and Contemporary Practices to Build Successful Investments and Operational Effectiveness for Single and Multi Family Offices January 30 – 31, 2012 • Beverly Hills, California Featured Industry Leaders: Richard Griffin Mike Kane Jeffrey Tumolo Giovanni de Partner Managing Partner Chief Investment Francisci THE PRITZKER KESTREL ASSET Strategist Portfolio Manager GROUP MGT TAG ASSOCIATES, PETSCHEK FAMILY LLC. OFFICE Steve Braverman Gregory Friedman Jon Crow John Febert Co-Founder & President & CIO Partner & Founder & Senior Client GREYCOURT & CO. Senior Client Managing Advisor Advisor President PATHSTONE MERISTEM FEBERT & FAMILY OFFICE ASSOCIATES, LLC. Mack International, LLC ● Aston Pearl ● MSF Capital Advisors • Carmen Bianchi Family Business Associates Handler Thayer ● Family Offices Group • Family Office Association ● Graymatter Strategies, LLC ● Point Advisors Family Wealth Dynamics • Beryl Consulting Group ● Wilshire Associates ● Peninsula Family Office LLC Madison Family Office Services, LLC ● Wind River Trust ● Heritage Wealth Counselors Organized by: TO REGISTER, CALL 800-647-7600 OR 781-939-2500 e-mail: [email protected] • www.worldrg.com/familyoffice National Family Office Forum Dear Colleague, Who Should Attend As the US economy continues to be a volatile market, families are left with lingering questions that may significantly impact their investment and operational strategies. Focus will be on Single and Multi Family Offices, Family With SEC impositions creating volatile investment models, families are changed with how Members, Family Foundations they should structure their investment strategies and operational effectiveness to and Consultants, particularly produce a prosperous investment portfolio. on: • Founders This forum is geared toward providing successful strategies to improve your family office as well as to provide unparallel networking opportunities with your peers and industry • Senior Partners experts. • Partners • Directors Join our National Family Office Forum, which will take place on January 30-31, 2012 • CEO in Beverly Hills, California, and benefit from in-depth, interactive panel discussions, • CIO practical case-studies and innovative networking opportunities, featuring experienced • CFO and highly knowledgeable Presidents, Chief Executive Officers, Chief Investment Officers, • Head/Principal Chief Investment Strategists, Managing Directors, Managing Partners, Senior Client • Chairman Advisors, Founders, Partners, Chairperson and Directors! • Head of Investment Committees The Networking • Portfolio Managers World Research Group recognizes the importance of capturing new opportunities, strategies and connections. We are delighted to offer extended networking breaks throughout the conference. We are serious in ensuring that your time at this conference As well as is a great investment. Investment banks, private banks, law firms, advisors, wealth Discounts Available management firms, hedge funds, We offer both group rates and other discounts. Register today by calling (800) 647-7600 emerging managers, private or (781) 939-2500 to reserve your place! equity funds, equity funds, venture capital, real estate, We look forward to greeting you personally in Beverly Hills! insurance, asset managers, fund of funds, and software and Sincerely, technology vendors. The WRG Family Office Forum Team TO REGISTER, CALL 800-647-7600 OR 781-939-2500 e-mail: [email protected] • www.worldrg.com/familyoffice to in-source or out-source your office’s responsibilities and Day One: Main Conference Sessions services remains at the forefront for many. As there are benefits to in-sourcing and out-sourcing, it is essential to determine what the most cost-effective solution is while still preserving your Monday, January 30, 2012 organization’s entity. This panel discussion will enable attendees to: 8:00am – 8:15am Registration and Coffee • Identify the agents that go into in-sourcing and out-sourcing talent 8:15am – 9:15am Family Office Closed Door Session • Evaluate the best strategies of how to remain cost-effective This is an exclusive gathering of single and multi family offices • Asses the positive and negative factors when you out-source with one of the leading asset management firms to discuss the your family office’s CIO best practices and main challenges that family offices are facing Moderatorr: within the industry today. Brett Rubinson This closed door breakfast session will be informal, exclusive and Partner highly targeted. VERITABLE, LP If you’re interested in leading this discussion, please visit our website for further details. Panelists: http://www.worldrg.com/familyofficewest Tavan Pechet President 9:15am – 9:30am Opening Remarks from the Chairperson POINT ADVISORS Richard Griffin Keynote Partner 9:30am – 10:15am Navigating the Political Landscape and How the THE PRITZKER GROUP 2012 Election Can Impact Your Family Office Mike Kane As government acts as a strong influence over the marketplace, it Managing Partner is important to understand how the current political landscape KESTREL ASSET MANAGEMENT (SFO) may affect your investment strategies particularly within the John Febert, CPA United States as the economy is unpredictable as it is still Founder & President embedded within the debt crisis. FEBERT & ASSOCIATES, LLC (MFO) As a result, family offices need to analyze how to gain more management over their own investments while adhering to Panel Discussion taxation laws and regulations. 12:15pm – 1:00pm Part 2: Determining Factors Necessary for This session will give attendees key insight to: Establishing a “Best-in-Class” Investment • Identify how to manage political occurrences while maintaining Manager successful portfolios As out-sourcing services is becoming more prevalent within • Assess and evaluate how the 2012 election may impact your family offices, it is imperative to establish an ideal of concept of family offices’ investment techniques what you would like your investment manager to have so that it • Monitor the economy and invest at the correct time as well as coincides with your organization’s strategy. explore new alternatives to investing To establish a “Best-in-Class” investment manager, this Speaker to be determined discussion will enable you to: • Determine the key points for analyzing and selecting managers 10:15am – 11:00am Determining Roles of the Advisor: Identifying How • Identify the risks that can you can potentially encounter Families can Effectively work with their Advisors • Understand and establish what you should look for to ensure and Have their Advisors Work Together toward a an investment manager has family office, or high-net worth, Prosperous Portfolio quality back office and infrastructure As family offices work with their advisors a continuing trend that • Measure the success of your investment managers’ family offices are seeing is that the advisors do not always have performance and ability to benefit your portfolio their best interests in mind nor are they always working together Panelists: to provide them with a prosperous portfolio. This session will Jack Sullivan focus on how families can effectively work with their advisors CEO and build cohesion between the advisors to serve their best HERITAGE WEALTH COUNSELORS interests. During this session, attendees will be able to: Gregory Friedman President & Chief Investment Officer • Identify steps developing cohesion amongst advisors GREYCOURT & CO. (MFO) • Establishing guidelines for advisors to utilize when working for the family Michael Felman • Determining monitoring signs of how to recognize an advisor CEO & President that is not working in your families best interests and the MSF CAPITAL ADVISORS proceeding steps of managing the issues 1:00pm – 2:00pm Networking Luncheon Speaker: Patricia Soldano 1:15pm – 1:45pm The 4 Global Drivers of Family Office Industry President Growth GENSPRING FAMILY OFFICE This luncheon session will discuss the four core drivers of growth 11:00am – 11:30am Morning Networking and Refreshment Break in the Exhibit Hall in the family office industry today. These insights will be based on his years of running the 25,000 person association in the industry Panel Discussion called The Family Offices Group as well as his recent series of interviews with global family offices in Australia, Canada, Brazil, 11:30am – 12:15pm Part 1: Determining the Benefits of In-Sourcing Dubai, Switzerland, Monaco, and the United States. and Out-Sourcing your Office’s Responsibilities The benefits of attending this talk include: and Services • Learn what the four core drivers of family office industry As the US economy continues to remain volatile and the SEC is growth are and why they are not slowing down regardless of developing firmer requirements for ultra high-net worth economic volatility or currency concerns individuals and family offices to abide by, the question of whether TO REGISTER, CALL 800-647-7600 OR 781-939-2500 e-mail: [email protected] • www.worldrg.com/familyoffice • Better understand how family offices are growing in different Carmen Bianchi ways in various regions of the world Family Business Consultant & Director, EMC Business Forum • Learn how the age of the family office industry and generation Management Lecturer of wealth is directly affecting the investment portfolios of both CARMEN BIANCHI FAMILY BUSINESS ASSOCIATES & single and multi-family offices SAN DIEGO STATE UNIVERSITY Richard
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