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7:00 Pm Exhibit Hall / Meeting Rooms Open 7:30 Am– 7:00 Pm Registration Open 7:15 Am – 8:15 Am Networking Continental Breakfast

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7:00 Pm Exhibit Hall / Meeting Rooms Open 7:30 Am– 7:00 Pm Registration Open 7:15 Am – 8:15 Am Networking Continental Breakfast Tuesday, March 8, 2016 7:00 am – 7:45 am Exhibit Setup 7:30 am– 7:00 pm Exhibit Hall / Meeting Rooms Open 7:30 am– 7:00 pm Registration Open 7:15 am – 8:15 am Networking Continental Breakfast 8:00 am – 8:15 am Exhibits Open Co-Chair Opening Remarks CEO and Founder, Aston Pearl CEO, Cooper Family Office (SFO) 8:15 am – 9:15 am How to structure your family New and Improved – Strategies office: A strategic planning that will generate opportunity in mechanism for family offices for 2016 2016 and beyond. Traditional assets – is the Defining the family’s party over? objectives for the family Is the asset office allocation/diversification The importance of an trend over too? annual review to determine Should we return to specialty how the family’s objectives managers with individual are being met stock/bond selection? Determining how to Hedge funds – is that party structure and staff your over? family office to meet the What types of strategies are agreed-upon objectives of best suited to the current the family market environment? Real estate? Moderator: Real Assets? CEO & Founder, Vogel Commodities? Consulting (MFO) Private equity/ venture capital? Panelists: Partner & Chairman of Moderator: Advanced Planning and Family Director, Bronfman Rothschild Office Practice Group, Handler (MFO) Thayer, LLP Executive Vice President, Panelists: Owens Group Insurance CEO/CIO, Naylor & Company Partner, Sadis & Goldberg LLP Investments, LLC Portfolio manager, Mount Lucas Management CFA, Managing Director & Product Specialist, Quantitative Management Associates (QMA) Portfolio Manager, Onex Credit Partners 9:15 am – 10:30 am Real Estate in Private Equity Insurance Dedicated Funds: Underwriting the sponsor: How Families Invest in Hedge Because the “Who” is just Funds and Other Asset Classes as important as the “What” Tax Efficiently… Where is the smart money What is an Insurance heading in 2016? Dedicated Fund (IDF)? Definition, Pros and Cons… Cusp of another bubble? Who may invest…? Are we getting overheated What am I missing? in multiple asset classes? State of the Market? Individual projects or Why are more and more funds diversified fund creating IDFs now? investments? What is best How does an IDF work? How for your family? does PPLI/PPVA differ from Asset Management: How Traditional Life Insurance? can PE funds extract better Cost of PPLI/PPVA? returns with better What is the advantage to the management? Investor/Policy Holder to Crowd Funding for Real access investments via IDFs? Estate: Is it finally Disadvantages? mainstream and is it a good Can the tax on PPLI and fit of your family? annuity gains be avoided upon death? (Planning tools for Family Wealth Transfer Moderator: Objectives – Trusts, Charitable General Counsel; Real Estate & Giving, CLATs etc.) Tax Advisor, The Strategic Group of Companies Moderator: Managing Director, Chalkstream Panelists: Capital Group (MFO) President, Gamma Real Estate Principal, Raire Family Office Panelists: (SFO) Vice President, Goldman Sachs TBA, Arel Capital Asset Management Principal, Sali Fund Services & Principal, Winged Keel group Principal and General Counsel, Forester Capital, L.L.C Senior Managing Director, Lombard International Managing Director, Golub Capital 10:30 am – 10:45 am Networking Refreshment Break 10:45 am – 11:30 am Traditional Real Estate Thinking Outside the Box - Investing Investing in Non-Correlated Real Estate Allocation as Alternative Assets: part of a well balanced Bigfoot or Truffles: Do non- portfolio correlated investments exist Do recent articles and and, if so, where do we find such elusive delicacies? commentaries overstate the frothiness of today’s Window Dressing or Wardrobe Essential: What role do non- market? correlated investments play in Investing in a rising cap-rate well-dressed portfolio environment allocation and risk model? Repositioning of assets as a “It's a dangerous business, core investment strategy Frodo, going out your door” : Repositioning in prime and What risks exist in the world urban markets against which non-correlated investments mitigate or Repositioning in secondary eliminate? markets “The best-laid schemes o’ mice Does institutional investors’ an’ men gang aft agley”: A bias towards ultra- core discussion of the panelist’s assets represent a buying experience with various non- opportunity in other areas? correlated investments and how they worked…or didn’t Moderator: work…in market turbulence. Managing Director, Real Estate, A little more Alpha and a little Belpointe (MFO) less Beta: Non-correlated investment strategies should not be Greek to you. Panelists: Founding & Managing Partner, Moderator: CoInvestment Partners Senior Wealth Advisor & President, RockStep Capital Portfolio Manager, Keel Point (MFO) Panelists: Managing Partner, Stissing Lake Advisors 11:30 am – 12:15 pm Private Equity and Venture Uncompromised Impact Capital – opportunities and Investing threats Deciding what to measure Strategic buyers routinely and how outbid Private Equity Co-investor dynamics buyers in 2015. Will this 2016 best ideas trend continue in 2016? As Private Equity Moderator: distributions continue at a Chief Investment Officer, Tyden robust pace, are Families Ventures (SFO) more or less willing to increase PE allocations? Panelists: Family Offices are now President, Karma Capital common investors in direct Senior Advisor, The Bill and deals. What are they looking Melinda Gates Foundation for and is it different from Co-Founder, GSV Shared- X institutional Private Equity players? Which Private Equity category will have the best 2016 vintage? Moderator: Managing Director, TAG Associates (MFO) Panelists: Partner, Hamilton Robinson Capital Partners Head of Manager Selection, Geller Family Office Services LLC (MFO) Founder & CEO, Magna (SFO) 12:15 pm – 12:45 pm Keynote Presenter Global Market Outlook CFA, Chairman and CEO, Clough Capital Partners, LP 12:45 pm – 2:00 pm Networking Luncheon 2:00 pm – 2:30 pm Keynote Presenter CEO & Co-Founder, Avenue Capital Group 2:30 pm – 3:15 pm Direct Investing / Co-Investing: Looking at the Fixed Income and How does the scope and Credit Markets size of the direct PE How can we protect investments you make fit ourselves now against the into your family office? Is it (inevitable) rise in US a satellite or core strategy? short-term interest rates? Did you develop a direct- Are there opportunities in PE skill set in the office the performing credit organically or did you create markets, given the rush of a purpose-built team? money in the sector? What is the most Will a distressed cycle challenging part of your resurface and will it provide direct-PE mandate? similar returns as historical How is your group experience, or is the space governed and why did you just too crowded? set it up that way? What are the new credit Deal sourcing: how do you investing paradigms in a find opportunities? Is it post-2008 world, including important to be in non-bank lending "professionalized", or are markets? you seen in the market as a family office? Moderator: Best/worst practices: please Managing Partner and CIO, share a take-away or two Delegate Advisors (MFO) regarding things you'd recommend to do, and not Panelists: to do. CEO, Cooper Family Office (SFO) Moderator: Chief Investment Officer, Keel CEO, Stetson Family Office Point (MFO) (SFO) Panelists: Managing Director, T5 Equity Partners, LLC (SFO) Vice President, Mantucket Capital (SFO) Chairman and CEO, US Capital Partners Inc. 3:15 pm – 4:00 pm Real Asset Investment Cyber Security Opportunities What is the "State of Energy: clean energy versus Information Security" in oil & gas 2016? Timber What the most important Precious metals threats facing our national Precious gems information and cyber Agriculture infrastructure? Collectibles Why are so many systems vulnerable to data breaches? Moderator: How can we establish "trust" Senior Investment Analyst/Vice- or identify "trusted" President, Cheltenham networks in cyberspace? Investments (SFO) What are some practical countermeasures that Panelists: investors and family offices President & CEO, Bradford can utilize to protect Energy Capital, LLC ourselves? CFA/ Head of Technology, Communication, & Media, MFG Moderator: Asset management Chairman, INDORUS Holdings LLP (SFO) Panelists: Co-Founder and Advisory Chief Security Officer, The Knox Crops, Inc. Chief Executive Officer, Investigative Management Group CEO, Bawden Family Office (SFO) 4:00 pm – 4:15 pm Networking Refreshment Break Sponsored by: 4:15 pm – 5:00 pm Opportunities in Private Credit Addressing Risk in Your Asset Why look beyond Allocation Strategy "traditional" Fixed Income Defining Risk investments? Traditional vs. Alternative What is Private Credit? Models What are the key investable Best Practices that Integrate areas of Private Credit Risk into the Investment (Commercial Finance, Process Consumer Finance, Real How to Address "Unknown Assets)? Unknowns" What unique strategies are available in Private Credit? Specific Recommendations How should an investor for Family Office CIO's choose a Private Credit manager? Moderator: Co-Founder and Executive Moderator: Managing Director, Pathstone Chief Investment Officer, The Federal Street (MFO) Laughren Group (SFO) Panelists: Panelists: CEO & Founder, Pepper Director, PCG Select International LLC (MFO) CEO, NewOak Asset Senior Vice President of Product Management and Market Strategy, Backstop Solutions Group 5:00 pm – 5:45 pm Emerging and Frontier Markets
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