NEW YORK – July 14, 2016 – Equity and real estate managers, consultants, family offices, tax efficient portfolio managers, academics specializing in family businesses, long-term care specialists, venture capitalists, financial planners, fund of funds, and philanthropy specialists will be at the Hyatt Regency hotel in Newport for this family office event from July 18-20, 2015.
David Drake, LDJ Capital Chairman, says, “This event will equip its delegates with numerous investment learnings as well on how family offices can protect their wealth. It will be led by the industry’s leading experts.”
The three-day conference will commence with the annual Regatta Cup race, where the participants are given the opportunity to compete with their industry colleagues. There will be three closed door family office workshops dedicated exclusively for family offices, foundations, accredited high net worth individuals and non-discretionary consultants. The forum will also feature exhibits, open workshops and several panel discussions. Session topics include women in wealth management: innovation, creativity, and what it means for clients and the industry; knowing when to make your move: managing volatility & risk to maximize investment returns; a global macroeconomic outlook and forecast: looking at the 2016 presidential election and the future of the global economy; and direct lending to small businesses: unlevered, double-digit returns.
Prominent speakers will grace the event, including:
Aamir Sheikh, CIO, Echelon Asset Management
Barbara Hauser, Global Family Advisor, Barbara R Hauser LLC
Candice Beaumont, Managing Director, L Investments (SFO)
Chris Martenson, Co-founder and CEO, Peak Prosperity
Doug O’Donnell, CEO, The O’Donnell Group
Howard Cooper, CEO, Cooper Family Office (SFO)
Kristin Fafard, CIO and CFA, Pathstone Federal Street (MFO)
Michael Pompian, Partner and Director of Private Wealth Practice, Conway Investment
Research / Sunpointe Investments (MFO)
Scott Vollmer, Chief Executive Officer, Drum Capital Management
The event’s luxury sponsors are TCS World Travel and American Airlines. The executive sponsors include eVestment, 3EDGE Asset Management, The Lodging Opportunity Fund, Jefferies and Broadridge Financial Solutions, Inc. Some of the general partners are CMG Life Services, Carmot Capital LLC, A10 Capital, Owens Group, Venture Science, Fi-Tek and Vida Capital. The Wealth Journal, True Banking, FINTRX, Events in America, allaboutrisk.com, Family Office Association, Preqin, Realty411, LDJ Capital and The Soho Loft Media Group are the media partners.
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