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 (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  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/ ? 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 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 and a little Belpointe (MFO) less : 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? -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 “It’s 2016! Can Trusts still benefit my Family?!? Moderator:  Why create a Trust? Managing Director, Beamonte o Asset protection Investments (SFO) o Special needs o Dynastic thinking Panelists: o Taxes Managing Director, Lloyd  Where should I set up my Capital Partners (SFO) Family’s Trust? Portfolio Strategist, Causeway o Favorable Capital Management LLC jurisdictions o Unfavorable jurisdictions o Factors to consider  Who should be trustee of our Trust? o Individuals o Corporate Trustee . Large institution . Independents o Private Trust Company

Moderator: Director, Greycourt & Co. (MFO)

Panelists: CEO and Founder, Wealth Legacy Advisors LLC Partner, Willow Street Group (MFO) Managing Director, Tiedemann Wealth Management, LLC (MFO)

5:45 pm – 6:30 pm Investing in Technology Building Bridges: Family  Positive Deal Selection - Governance Best Practices What advantages and Creating opportunities for continuity disadvantages do SFOs and and longevity in family offices is a MFOs have for getting into primary goal of family governance. and vetting the best deals? What are some of the trends, best  What are the best practices? practices and new thinking to  How to build Relationship achieve solid decision making across Capital and an ecosystem generations? Who should lead the like the best tech investors. charge? How do you engage family owners to be good stewards of the  Deal Attributes - How to family wealth and/or enterprise? balance and diversify a How do different ages and stages of portfolio yet leverage a family office inform their family strengths in region, governance needs? This panel of industry, tech sector, and industry leaders will share insights investment stage on how family governance may help  Disruption - of the IPO build bridges across generations to market, of valuations, of achieve long-term sustainability and growth equity, of every continuity. Family office cases and industry. How disruption real life family experiences will be can play to long-term trends shared as well as best practices from and strengths. leading family office leaders and experts. Moderator: Partner, Alpha Venture Partners Moderator: / Pritzker Group Venture Founder, Tamarind Partners Inc. Capital (SFO) Panelists: Panelists: Founder & Managing Partner, Founder and CEO, XLP Capital RayLign Advisory, LLC / Stack Family Office (SFO) Managing Director of Founder, Keiretsu Capital Governance and Education, Co-Founder and Managing GenSpring Family Offices (MFO) Partner, Lux Capital Global Family Advisor, Barbara R Hauser LLC Founder, Impactful Family Conversations

6:30 pm – 7:30 pm Networking Cocktail Reception Join us and unwind with fellow industry professionals for refreshments

during our last networking break of the day.

Sponsored By: ALPS Portfolio Solutions, A DST Company