AITE GROUP, LLC
AITE GROUP, LLC
ALPINE CAPITAL (FAMILY OFFICE)
ALPINE CAPITAL (FAMILY OFFICE)
ASHBRIDGE INVESTMENT MANAGEMENT (GRACE
FAMILY OFFICE)
ASSET CONSULTING GROUP,INC.
ASSET MANAGEMENT ADVISORS (FAMILY OFFICE)
ASSET MANAGEMENT ADVISORS (FAMILY OFFICE)
BRISTLECONE ADVISORS (MULTI-FAMILY OFFICE)
BROOKS CAPITAL GROUP (FAMILY OFFICE)
CABOT-WELLINGTON, LLC
CABOT-WELLINGTON, LLC
CARL DOMINO, INC.
CARL DOMINO, INC.
CENTRAL PARK GROUP
CLANCO MANAGEMENT CORPORATION
CLONTARF CAPITAL
THE CONFIDAS GROUP
THE CONFIDAS GROUP
CONTEXT CAPITAL PARTNERS (BROOKS FAMILY OFFICE)
CORNING CAPITAL CORPORATION
CROSS BORDER CAPITAL ADVISORS
CTC CONSULTING, INC
CURRAN FAMILY LIMITED PARTNERSHIP
CUSTOM HOUSE CAPITAL PARTNERS
DAHAB ASSOCIATES
EQUITAS CAPITAL ADVISORS LLC
THE ERSKINE COMPANY (MULTI-FAMILY OFFICE)
FAMILY OFFICE METRICS, LLC
FAMILY OFFICE METRICS, LLC
F/B/O SERVICES,INC.
GENESEE INVESTMENT
GRAMERCY FUND
HAMMOND ASSOCIATES
HARRIS myCFO
HILLVIEW CAPITAL
HOMRICH & BERG INC. (MULTI-FAMILY OFFICE)
HOMRICH & BERG INC. (MULTI-FAMILY OFFICE)
HOWELL FAMILY TRUST
HUDSON ADVISOR SERVICES
iNFiNi-t INC.
iNFiNi-t INC.
INVESTRUST FAMILY OFFICE

KINGS MOUNTAIN CAPITAL GROUP, LLC
KINSHIP TRUST CORPORATION
LOWENHAUPT GLOBAL ADVISORS, LLC (MULTI-FAMILY OFFICE)
LOWENHAUPT GLOBAL ADVISORS, LLC (MULTI-FAMILY OFFICE)
LOWRY HILL
MACLAREN ADVISORS, LLC
MELLON – FAMILY OFFICE
MICHELSEN FAMILY PARTNERS
MORELAND MANAGEMENT CO. (FAMILY OFFICE)
NATIONAL PHILANTHROPIC TRUST
NATIONAL PHILANTHROPIC TRUST
NEW ADVISORS, AG
NEW ENGLAND PENSION CONSULTANTS, INC.
NEWPORT CAPITAL ADVISORS
NL ADVISORS (FAMILY OFFICE)
NUARBOUR PARTNERS, LLC (FAMILY OFFICE)
PEMCO MANAGEMENT LLC (FAMILY OFFICE)
PROSPERITAS FINANCIAL ADVISORS, LLC (MULTI-
FAMILY OFFICE)
PUNTER SOUTHHALL & CO, LLC
PUNTER SOUTHHALL & CO, LLC
QUINTESSENCE GROUP, LTD.
RANCHO CAPITAL MANAGEMENT, INC. (FAMILY OFFICE)
ROCKEFELLER & CO., INC.
ROCKEFELLER PHILANTHROPY ADVISORS
ROCKEFELLER PHILANTHROPY ADVISORS
RUDD FAMILY OFFICE
SOVEREIGN WEALTH MANAGEMENT, INC. (MULTI-
FAMILY OFFICE)
TIMUCUAN ASSET MANAGEMENT
TRUST ADVISORS LLC
UCLA FOUNDATION
UNITED MANAGEMENT GROUP (FAMILY OFFICE)
VALUE INVESTOR (FAMILY OFFICE)
VIRGINIA COLLEGE SAVINGS PLAN
VIRGINIA COLLEGE SAVINGS PLAN
WEALTHTOUCH
WEALTH & TAX INVESTMENT SERVICES
WHITMAN & ASSOCIATES
WHITMAN & ASSOCIATES
WHITTIER TRUST COMPANY
THE ZAR FUND GROUP / ZARING FAMILY OFFICE
THE ZAR FUND GROUP / ZARING FAMILY OFFICE

6800 CAPITAL, L.L.C
ALEXANDRA INVESTMENT MANAGEMENT
AMERICAVEST CAPITAL MANAGEMENT LLC
ANSHER FUND MANAGEMENT
BABSON CAPITAL MANAGEMENT
BARON FUNDS
BRAEMAR ENERGY VENTURES
BRIGADIER CAPITAL MANAGEMENT
BULL PATH CAPITAL MANAGEMENT
CAP FUND
CARDINAL POINT CAPITAL LLC
CHESS CAPITAL PARTNERS, LLC
CHICKASAW CAPITAL MANAGEMENT, LLC
CIRCLE T FAMILY OF FUNDS
CLARKE BENNITT LLC
DEUTSCHE BANK GLOBAL MARKETS
EFFICIENT CAPITAL MANAGEMENT
EQUASTONE
EXPLORER ASSET MANAGEMENT, LLC
FIDUCIARY ASSET MANAGEMENT
FIDELITY CHARITABLE SERVICES
FOUNDATION ENERGY COMPANY, LLC

GE ASSET MANAGEMENT INCORPORATED
GLOBAL TRANSITION SOLUTIONS
HARRIS PRIVATE BANK
HATHERSAGE CAPITAL MANAGEMENT, LLC
INVESTORS DIVERSIFIED REALTY
JPMORGAN
MAYERCAP, LLC
NIXON PEABODY LLP
ONTARIO PARTNERS FUND
OPTIMA FUND MANAGEMENT
PALIO CAPITAL MANAGEMENT, LLC
PERMAL CAPITAL MANAGEMENT
PREMIER PACIFIC VINEYARDS, L.P.
QUANTITATIVE FINANCIAL STRATEGIES
REED, CONNOR, & BIRDWELL
STILLWATER CAPITAL
TROY CAPITAL, LLC
VENTURE CAPITAL FUND OF AMERICA
WELLESLEY INVESTMENT ADVISORS
WOOD CREEK CAPITAL MANAGEMENT
WORLD GOLD COUNCIL

WEDNESDAY, July 11, 2007

7:30 am

American Cup Sailboat Regatta  

11:00

Registration

12:45 pm

Opening Remarks

HAMMOND ASSOCIATES
RANCHO CAPITAL MANAGEMENT, INC. (FAMILY OFFICE)

1:00

WORLD GOLD COUNCIL
“Gold: What every investor needs to know”

1:20

MAYERCAP, LLC

1:40

INVESTMENT STYLES AND STRATEGIES FOR FAMILY OFFICES WHAT STRATEGIES SHOULD FAMILY OFFICES BE EMPLOYING TO MAXAMIZE RETURNS AND MINIMIZE RISK
• Global Macro
• Absolute Return strategies for Family Offices
• Traditional vs. non traditional, what are the benefits
• Finding the Right Equity Investing Styles
• Style selection criteria - how to decide what works best for your Family Office
• How to implement a style-based approach

Moderator:
ASSET CONSULTING GROUP,INC.

Panelists:
TROY CAPITAL, LLC
BULL PATH CAPITAL MANAGEMENT
HARRIS PRIVATE BANK
ALEXANDRA INVESTMENT MANAGEMENT

2:45

FAMILY OFFICE ROUNDTABLE:
THIS PANEL IS COMPRISED OF THREE FAMILY OFFICES/MULTI-FAMILY CHIEF EXECUTIVES, TO DISCUSS CRUCIAL ISSUES FACING THE FAMILY OFFICE/MULTI-FAMILY SECTOR IN THE CURRENT AND FUTURE INVESTMENT CYCLE.

RANCHO CAPITAL MANAGEMENT, INC. (FAMILY OFFICE)
HILLVIEW CAPITAL
HOMRICH & BERG INC. (MULTI-FAMILY OFFICE)
WEALTHTOUCH

3:30

Refreshment Break/Speed Networking

3:45

CONSULTANTS ROUNDTABLE

CLONTARF CAPITAL
EQUITAS CAPITAL ADVISORS LLC
CTC CONSULTING, INC

4:45

MANAGER SELECTION, WHAT SHOULD FAMILY OFFICES BE LOOKING FOR WHEN SELECTING MANAGER
• What is the best way to identify prospective managers?
• What manager evaluation criteria and process work best?
• What are the key risk factors in manager selection?
• How does the due diligence process differ for family offices?
• How do you like to work with investment salespeople?
• What role do consultants play in the manager selection process?
• How do you make manager investment process and risk more transparent?
• How does alternative manager selection differ from long-only manager selection?

Moderator:
WHITTIER TRUST COMPANY

Panelists:
ASSET MANAGEMENT ADVISORS (FAMILY OFFICE)
CENTRAL PARK GROUP
KINGS MOUNTAIN CAPITAL GROUP, LLC
NIXON PEABODY LLP
SPRUCE PRIVATE INVESTORS

6:00

STRUCTURING A FAMILY OFFICE
• Advanced Wealth Planning
• Structure and valuation
• Legal Issues involved with structuring your family office
• Uses of a Private Trust Company – Its Pros and Cons

Moderator:
LOWENHAUPT GLOBAL ADVISORS, LLC (MULTI-FAMILY OFFICE)

Panelists:
F/B/O SERVICES,INC.
TIMUCUAN ASSET MANAGEMENT

6:30

Cocktail Reception
Sponsored by:

THURSDAY, July 12, 2007

7:15am

Continental Breakfast

7:45

Co-Chair Welcoming Remarks

8:00

THE ERSKINE COMPANY (MULTI-FAMILY OFFICE)
“State of the Art:: Investing and Managing Artwork and Collectibles”

8:20

Stand Alone

8:40

GLOBAL TRANSITION SOLUTIONS
“Your portfolio's hidden brokerage costs"

9:00

Private Equity
• New developments in the Global Private Equity markets
• Asset allocation decisions and up and coming trends
• The convergence of Private Equity and hedge funds as well as other asset classed
• What Private Equity Strategies are producing the best returns
• Opportunities for liquidity in private investments and partnerships

Moderator:
SOVEREIGN WEALTH MANAGEMENT, INC. (MULTI-FAMILY OFFICE)

Panelist::
VENTURE CAPITAL FUND OF AMERICA
PERMAL CAPITAL MANAGEMENT
FIDELITY CHARITABLE SERVICES
BABSON CAPITAL MANAGEMENT

10:00

Hedge Funds, How do they fit in a Family Office portfolio
• How will hedge funds sustain alpha returns in the current marker environment
• Hedge fund and fees are they justified by their returns
• Comparative risks and returns of different hedge fund choices

Moderator:
ASSET MANAGEMENT ADVISORS

Panelist:
6800 CAPITAL, L.L.C
OPTIMA FUND MANAGEMENT
BRIGADIER CAPITAL MANAGEMENT
PALIO CAPITAL MANAGEMENT, LLC

11:00

Refreshment Break
Sponsored By:

11:15

Real Estate & Real Assets
• The benefits of adding Real estate to your portfolio
• Mitigating the risks
• How useful is it to add international real estate to your portfolio
• Investing in Timber

Moderator:
DAHAB ASSOCIATES

Panelists:
CHESS CAPITAL PARTNERS, LLC
MORELAND MANAGEMENT CO. (L. HORVITZ FAMILY OFFICE)
PREMIER PACIFIC VINEYARDS, L.P.
AMERICAVEST CAPITAL MANAGEMENT LLC
EQUASTONE

12:40pm

JPMORGAN
“Structured Hedge Fund Products: Applications for US Investors”

1:00

Luncheon

Luncheon Speaker:
WELLESLEY INVESTMENT ADVISORS

2:15

WHAT ALTERNATIVE INVESTMENTS SHOULD FAMILY OFFICES BE LOOKING AT AND WHAT ARE THE BEST METHODS OF GETTING INVOLVED
• Efficient blending of an alternative investment portfolio
• Alternative alternatives: structured products
• Optimizing the tax efficiency of your portfolio with alternatives,
• Taking a global view on alternatives

Moderator:
LOWRY HILL

Panelists:
WOOD CREEK CAPITAL MANAGEMENT
HARRIS myCFO
CHICKASAW CAPITAL MANAGEMENT, LLC
STILLWATER CAPITAL

3:15

DIRECT ENERGY INVESTING FOR FAMILY OFFICES
• Direct energy investing vs. commodity investing
• What vehicles are available and should be used by family offices in direct energy investing
• What are the risks involved with direct energy investing
• Tax benefits of direct energy investing
• Investing strategies behind direct energy investing
• Direct energy investing compared to publicly traded energy vehicles
• Energy master limited partnerships

Moderator:
HAMMOND ASSOCIATES

Panelists:
NEW ENGLAND PENSION CONSULTANTS, INC.
FOUNDATION ENERGY COMPANY, LLC
FIDUCIARY ASSET MANAGEMENT
BRAEMAR ENERGY VENTURES

4:15

Refreshment Break
Sponsored By:

4:30

DEUTSCHE BANK GLOBAL MARKETS
"Efficient Financing of Concentrated Equity Positions"

4:50

MEET THE MANAGERS
This panel will consist of 4 panelists and one moderator. Each panelist will have an equally allotted period of time to present their company, strategy and investment philosophy, followed by questions and answers. PowerPoint presentations will not be permitted.

Moderator:
UNITED MANAGEMENT GROUP (FAMILY OFFICE)

Panelists:
ANSHER FUND MANAGEMENT
CLARKE BENNITT LLC
PALIO CAPITAL MANAGEMENT, LLC
QUANTITATIVE FINANCIAL STRATEGIES

5:50

FUND OF HEDGE FUNDS
• Employing hedge funds as a portable alpha strategy
• Are Fund of Hedge Funds to best method to initially access the hedge fund universe
• What is the appropriate allocation to hedge funds for Family/Multi-Family Offices

Moderator:
HUDSON ADVISOR SERVICES

Panelists:
EFFICIENT CAPITAL MANAGEMENT
ONTARIO PARTNERS FUND
CURRAN FAMILY LIMITED PARTNERSHIP (FAMILY OFFICE)

6:30

Cocktail Reception
Sponsored by:

FRIDAY, July 13, 2007

7:15am

Continental Breakfast

7:45

Co-Chair Welcoming Remarks

8:00

Investor Panel
Multi-Family vs, family office, where is the advantage

CONTEXT CAPITAL PARTNERS (BROOKS FAMILY OFFICE)
HOMRICH & BERG INC. (MULTI-FAMILY OFFICE)

8:30

Making Connections: The Family Office and Philanthropy

ROCKEFELLER PHILANTHROPY ADVISORS
ROCKEFELLER PHILANTHROPY ADVISORS
NATIONAL PHILANTHROPIC TRUST

9:30

RISK MANAGEMENT: “A RISKY BUSINESS”?
• Performance measurement and assessing risk
• Managing liquidity and risk
• The importance of Qualitative and Quantitative manager Due Diligence

Moderator:
BRISTLECONE ADVISORS (MULTI-FAMILY OFFICE)

Panelists:
CAP FUND
ROCKEFELLER & CO., INC.
HATHERSAGE CAPITAL MANAGEMENT, LLC

10:15

Fixed Income
• Examining Fixed Income Strategies and forecasting trends for the future

Moderator:
PUNTER SOUTHHALL & CO, LLC

Panelists:
CARDINAL POINT CAPITAL LLC
WELLESLEY INVESTMENT ADVISORS

11:00

ROUNDTABLE DISCUSSION:
Consultant and Fund of Funds

AITE GROUP, LLC
MACLAREN ADVISORS, LLC
EXPLORER ALTERNATIVE MANAGEMENT, LLC
INVESTORS DIVERSIFIED REALTY

12:00pm

Co-Chair Closing Remarks / Conference Concludes