ALPINE CAPITAL (FAMILY OFFICE)
ALPINE CAPITAL (FAMILY OFFICE)
ALEXANDRA INVESTMENT MANAGEMENT
AMEREX CORPORATION
AR FREEDMAN AND COMPANY (FAMILY OFFICE)
ASHBRIDGE INVESTMENT MANAGEMENT (MULTI-FAMILY OFFICE)
ASPIRIANT (MULTI-FAMILY OFFICE)
ATLANTIC TRUST COMPANY
ATLANTIC TRUST COMPANY
BBR PARTNERS
BELHOUL FAMILY OFFICE
BENTLEY COLLEGE
BERYL CONSULTING
THE BOSTON CONSULTING GROUP
BRIGADIER CAPITAL MANAGEMENT
BROWNSON, REHMUS & FOXWORTH, INC.
BROWN STREET CAPITAL, LLC
CABOT-WELLINGTON, LLC (FAMILY OFFICE)
CABOT-WELLINGTON, LLC (FAMILY OFFICE)
CALIBRE, INC. (MULTI-FAMILY OFFICE)
CALIBRE, INC. (MULTI-FAMILY OFFICE)
CALIBRE, INC. (MULTI-FAMILY OFFICE)
CAMPITELLI INVESTMENTS
CAMPITELLI INVESTMENTS
CAMPITELLI INVESTMENTS
CAMPITELLI INVESTMENTS
CAMPITELLI INVESTMENTS
CASEY, QUIRK & ASSOCIATES LLC
CENTENNIAL PARTNERS, LLC
CENTENIUM CAPITAL PARTNERS (FAMILY OFFICE)
CENTENIUM CAPITAL PARTNERS (FAMILY OFFICE)
CLANCO MANAGEMENT CORPORATION (FAMILY OFFICE)
CLEAR ASSET MANAGEMENT, LLC
CLONTARF CAPITAL
COLCHIS CAPITAL
CONNECTICUT INVESTMENTS LLC (MULTI-FAMILY OFFICE)
CONSULTING SERVICES GROUP, LLC
CONTIGROUP COMPANIES (FAMILY OFFICE)
CONVERGENT WEALTH ADVISORS
CTC CONSULTING, LLC
CYMRIC FAMILY OFFICE SERVICES
DALRYMPLE FINANCE
DBF ASSOCIATES (FAMILY OFFICE)
DENNIS GILLINGS FAMILY OFFICE
EMERGING MARKET STRATEGIES
EQUASTONE
EQUITAS CAPITAL ADVISORS LLC
EQUITAS CAPITAL ADVISORS LLC
EVEREST CAPITAL INC.
FEDERAL STREET ADVISORS
FAMILY ENDOWMENT PARTNERS
FIDELITY CHARITABLE SERVICES
FIDUCIARY TRUST COMPANY (MULTI-FAMILY OFFICE)
FIDUCIARY TRUST COMPANY (MULTI-FAMILY OFFICE)
FIDUCIARY TRUST COMPANY (MULTI-FAMILY OFFICE)
FINLES CAPITAL MANAGEMENT
THE FIRESTONE FOUNDATION/FAMILY
THE FIRESTONE FOUNDATION/FAMILY
FISHER LYNCH CAPITAL
GATEMORE CAPITAL MANAGEMENT
GATEMORE CAPITAL MANAGEMENT
GELLER FAMILY OFFICE (MULTI-FAMILY OFFICE)
GENESEE INVESTMENT (FAMILY OFFICE)
GENSPRING FAMILY OFFICES (MULTI-FAMILY OFFICE)
GENSPRING FAMILY OFFICES (MULTI-FAMILY OFFICE)
GLOBAL ENDOWMENT MANAGEMENT, LP
GRAMERCY FUND (FAMILY OFFICE)
GRAYMATTER STRATEGIES, LLC
GRAYMATTER STRATEGIES, LLC
HAMMOND ASSOCIATES
HAMMOND ASSOCIATES

HARRIS PRIVATE BANK
HARRIS MYCFO
HARVEST FUND ADVISORS LLC
HEDGE HARBOR
HENNESSEE GROUP LLC
HILLVIEW CAPITAL
HOMRICH & BERG, INC. (MULTI-FAMILY OFFICE)
HUDSON BAY CAPITAL
JUDICIAL CAPITAL (FAMILY OFFICE)
KINGS MOUNTAIN CAPITAL GROUP, LLC (HIGH NET WORTH)
KINETON FAMILY OFFICE
KISLAK FAMILY OFFICE
THE KOFFLER GROUP (FAMILY OFFICE)
KOS CONSULTANTS
LATEEF
LAZARD ASSET MANAGEMENT
LG FINANCIAL GROUP (FAMILY OFFICE)
LIFSCHULTZ INVESTMENTS (FAMILY OFFICE)
LOWENHAUPT GLOBAL ADVISORS, LLC (FAMILY OFFICE)
MACK INTERNATIONAL
MACLAREN ADVISORS, LLC
MAURICE J & JANE M CUNNIFFE FAMILY FOUNDATION (FAMILY OFFICE)
MEADE FAMILY OFFICE
METAMORPHOSIS MONEY MANAGEMENT
MILLER & JACOBS CAPITAL, LLC
MURPHY FAMILY VENTURES
NATIONAL PHILANTHROPIC TRUST
NEWPORT CAPITAL ADVISORS
NOSTRADAMUS FUNDS
THE NULMAN GROUP
THE NULMAN GROUP
NUVEEN INVESTMENTS
OLD NORTH ADVISORS
PALISADES FINANCIAL LLC
PEMCO MANAGEMENT LLC (FAMILY OFFICE)
PERMAL CAPITAL MANAGEMENT
PRIVATE INVESTOR (HIGH NET WORTH INDIVIDUAL)
PRIVATE INVESTOR (HIGH NET WORTH INDIVIDUAL)
PROFESSIONAL TRADERS MANAGEMENT
PUNTER SOUTHALL & CO, LLC
QFS ASSET MANAGEMENT LP
ROCKIT SOLUTIONS LLC, A ROCKEFELLER COMPANY
ROCKEFELLER PHILANTHROPY ADVISORS
ROCK MAPLE FUNDS
ROSEMOUNT CAPITAL MANAGEMENT, LLC
SB SCHONFELD FUND ADVISORS LLC
SFG ASSET ADVISORS, LLC (FAMILY OFFICE)
SG AMERICAS SECURITIES
STONEHORSE CAPITAL MANAGEMENT
T5 EQUITY PARTNERS LLC
TORTOISE CAPITAL ADVISORS L.L.C. AND GEORGIA STATE UNIVERSITY
TRUST ADVISORS LLC
UN CONSULTING
UNITED MANAGEMENT GROUP (FAMILY OFFICE)
VALUE INVESTOR
VALUE INVESTOR
VCFA
VERITABLE, LP (MULTI-FAMILY OFFICE)
VERITABLE, LP (MULTI-FAMILY OFFICE)
VERITABLE, LP (MULTI-FAMILY OFFICE)
WACHOVIA SECURITIES
WAINWRIGHT INVESTMENT COUNSEL
WEALTHTOUCH ADVISORS (MULTI-FAMILY OFFICE)
WHITMAN & ASSOCIATES
WHITMAN & ASSOCIATES
WORLD CLINIC
WORLD GOLD COUNCIL
ZEPHYR MANAGEMENT LP

Wednesday, July 9, 2008

8:00a

AMERICA'S CUP SAILBOAT REGATT

Sponsored By:
THOR ASSET MANAGEMENT USA, LLC.
WORLD GOLD COUNCIL
PERMAL CAPITAL MANAGEMENT
WORLDCLINIC
CLEARBRIDGE ADVISORS

11:00

Registration

12:30p

Co-Chair Opening Remarks

HAMMOND ASSOCIATES
GRAY MATTER STRATEGIES, LLC
MACK INTERNATIONAL

12:40

How and Why to Choose an Emerging Manager
• The statistical advantages of Emerging Managers
• The risks, perceived and real of hiring an Emerging Manager
• The Due Diligence Process – how is it different?
• Communications and the benefits of being an early investor

CLEAR ASSET MANAGEMENT, LLC

1:00

“Understanding the Endowment Strategy: Can significant families really invest like the largest
university endowments?”

FAMILY ENDOWMENT PARTNERS

1:20

FAMILY OFFICE ROUNDTABLE:
THIS PANEL IS COMPRISED OF FOUR CHIEF EXECUTIVE OFFICERS AND OR CHIEF INVESTMENT OFFICERS FROM FAMILY OFFICES AND MULTI-FAMILY OFFICES TO DISCUSS THE CURRENT STATE OF THE FAMILY OFFICE AS WELL AS THE FUTURE INVESTMENT CYCLES AHEAD.

CONNECTICUT INVESTMENTS LLC (MULTI-FAMILY OFFICE)
LOWENHAUPT GLOBAL ADVISORS, LLC (FAMILY OFFICE)
LIFSCHULTZ INVESTMENTS (FAMILY OFFICE)
GAIA CAPITAL (MULTI-FAMILY OFFICE)

2:20

CHALLENGES AND DEVELOPMENTS FACING FAMILY OFFICES WITHIN THE ASSET ALLOCATION PROCESS AND WHAT STRATEGIES WILL WORK BEST FOR THE FUTURE
• What role do structured products play in Asset Allocation
• Strategic Asset Allocation for Family Offices
• What is driving liability driven investing
• Tactical Asset Allocation
• Using ETFs in TAA strategies
• The evolution of TAA to GTAA
• Dynamic Asset Allocation
• Tactical vs. strategic asset allocation
• Critical issues regarding absolute returns

Moderator:
HAMMOND ASSOCIATES

Panelists:
NOSTRADAMUS FUNDS
ALEXANDRA INVESTMENT MANAGEMENT
LAZARD ASSET MANAGEMENT
REVENUESHARES
CITIGROUP/SMITHBARNEY

3:30

Refreshment Break

Sponsored By:
FAMILY ENDOWMENT PARTNERS

3:45

MANAGER SELECTION, WHAT SHOULD FAMILY OFFICES BE LOOKING FOR WHEN SELECTING MANAGERS
• 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:
GenSpring Family Offices (Multi-family Office)

Panelists:
BERYL CONSULTING
ROCK MAPLE FUNDS
ASHBRIDGE INVESTMENT MANAGEMENT (MULTI-FAMILY OFFICE)
GATEMORE CAPITAL MANAGEMENT

4:40

INVESTMENT STYLES AND STRATEGIES FOR FAMILY OFFICES WHAT STRATEGIES SHOULD FAMILY OFFICES BE EMPLOYING TO MAXIMIZE 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:
JUDICIAL CAPITAL (FAMILY OFFICE)

Panelists:
LATEEF
ARAVALI PARTNERS
METAMORPHOSIS MONEY MANAGEMENT
COLCHIS CAPITAL

5:35

Philanthropy: The Importance of Giving and Its Impact Within a Family Office Structure
• The Latest trends and Options available
• A Microfinance Outlook:: Can this become an Investment?
• Developing Charitable Trusts within the Family Office and the tools used
• What Tax Breaks Are Available
• Strategies used to continue the Multigenerational giving process
• The Vehicles used today in the giving process

Moderator:
ROCKEFELLER PHILANTHROPY ADVISORS

Panelists:
NATIONAL PHILANTHROPIC TRUST
FIDELITY CHARITABLE SERVICES
CONVERGENT WEALTH ADVISORS

6:30

Cocktail Reception

Sponsored by:

Thursday, July 10, 2008

7:15a

Continental Breakfast

8:15

Co-Chair Welcoming Remarks

7:15

Private Closed Door Breakfast Family Office And Multi –Family Office Executives
This privately held closed-door session is organized for Foundations, Family Offices, Multi-Family Offices, and Accredited High-Net Worth Individuals to gather and address issues they endure Day to Day. This panel will be facilitated by 2 members of Family Offices to lead the discussion on areas of specific concern. **Please note that you must RSVP for this Session with a signed form that verifies you are indeed a 100 percent a Family Office, Multi-Family Office, or an Accredited High-Net Worth Individual. This is being done to protect the secrecy and integrity of the Family Office. No Managers will be allowed in this session. All Forms will be sent out with confirmation of registration. These must be returned no later than July 4, 2008. All participants will be checked at the door for admission. **

WHAT ARE THE “WARM ISSUES” FAMILIES DEAL WITH AND HOW DO THEY CONNECT WITH THE INVESTMENT PORTION OF A FAMILY’S PORTFOLIO?
• Definition of “warm issues” – discussion of what this means in your own family
• What generational dynamics do you see in your own family?
• Why does this impact your portfolio?
• What can we learn from each other?
• How can understanding these perspectives make us a stronger family?
• Family transitions: a different view of leadership
• Different stages of family leadership – Leading from Behind
• BIG word: Governance – what is it, do we have it, do we need it?
• What do these “warm” issues have to do with your investments & how do they effect the investments for the family?
• Success of the proverb, “Shirtsleeves to Shirtsleeves in Three Generations”
• How to avoid fulfillment of the proverb
• A concluding look at how all of these elements contribute to the success of your family

Facilitators:
GRAY MATTER STRATEGIES, LLC
GRAY MATTER STRATEGIES, LLC

8:20

STRUCTURED CREDIT MARKET OPPORTUNITIES FOR FAMILY OFFICES
• 2007/2008 Credit Crisis – What Happened?
• Where Are We Now?
• What Are The Best Investment Opportunities Currently?

Speakers:
WACHOVIA SECURITIES
WACHOVIA SECURITIES

8:40

"The Case for Global Macro Hedge Funds"

CENTENNIAL PARTNERS, LLC

GENERAL SESSION

9:00

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
• Using 130/30 Strategies
• Is there evidence that hedge funds can time the market?
• Manager incentives associated with hedge funds
• Performance measurement of hedge funds

Moderator:
EQUITAS CAPITAL ADVISORS LLC

Panelists:
BRIGADIER CAPITAL MANAGEMENT
DALRYMPLE FINANCE
MILLER & JACOBS CAPITAL, LLC
HUDSON BAY CAPITAL

10:00

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
• How to build a new private equity program and take it to mature stage
• The Implications of the convergence between private equity and hedge funds
• Is there too much leverage in buy-outs with cheap liquidity
• Length and phases of the development
• Pros and cons of private placement versus going public

Moderator:
WAINWRIGHT INVESTMENT COUNSEL

Panelists:
FISHER LYNCH CAPITAL
PERMAL CAPITAL MANAGEMENT
VCFA

11:00

Refreshment Breaks

Sponsored by:
CENTENNIAL PARTNERS, LLC

11:15

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
• Have Fund of Funds become the platform of choice?
• Do International Funds of Funds offer an advantage
• How are funds of funds allocating capital across numerous hedge fund strategies
• How can fund of funds remain viable and still demonstrate the value they provide to investors?
• The pros & cons of separately managed accounts vs. co-mingled
• Concentrated, Sector Specific, Niche Fund of Funds, who is leading in performance?

Moderator:
NEWPORT CAPITAL ADVISORS

Panelists:
FINLES CAPITAL MANAGEMENT
SB SCHONFELD FUND ADVISORS LLC
STONEHORSE CAPITAL MANAGEMENT
HEDGE HARBOR

12:15p

What Alternative Investments Are Out There and What Are The Best Methods for Getting Family Offices 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:
CONSULTING SERVICES GROUP, LLC

Panelists:
ROSEMOUNT CAPITAL MANAGEMENT, LLC
SG AMERICAS SECURITIES
KAYNE ANDERSON CAPITAL ADVISORS

1:15

Luncheon

Sponsored by:
TBA, WORLD GOLD COUNCIL

2:30

CONSULTANTS ROUNDTABLE

Moderator:
MACLAREN ADVISORS, LLC

Panelists:
KOS CONSULTANTS
EQUITAS CAPITAL ADVISORS LLC
CLONTARF CAPITAL

3:15

Outlook on Real Estate
• The benefits of adding Real estate to your portfolio
• Mitigating the risks
• How useful is it to add international real estate to your portfolio
• Distressed Real Estate Strategies
• Effective Strategies for investing in REITS
• What are the risk-return and return prediction characteristics of real assets?
• What is infrastructure and how can it fit in a portfolio
• Views on interest rates and the impact on real estate investing
• Value-Added / Opportunistic Real Estate

Moderator:
ASPIRIANT (MULTI-FAMILY OFFICE)

Panelists:
EQUASTONE
PALISADES FINANCIAL LLC
EQUITY RESOURCE INVESTMENTS
APOLLO REAL ESTATE ADVISOR

4:15

Refreshment Break

Sponsored by:

4:30

Alpha Versus Beta: Where is the Advantage for Family Offices
• How can investors find Alpha given turbulence in the markets today?
• Which Alpha strategies tend to consistently achieve superior returns
• Are you getting high alpha or repackaged beta strategies
• Extracting and Applying Alpha
• Portable alpha: What it is, what it isn’t
• What will be the drivers of alpha going forward?
• Seeking alpha in an environment of low returns
• Redefining alpha
• What are the next sources of alpha
• Generating Alpha Through Familiar Option Strategies

Moderator:
PUNTER SOUTHALL & CO, LLC

Panelists:
QFS ASSET MANAGEMENT LP
VERITABLE, LP (MULTI-FAMILY OFFICE)
HARRIS PRIVATE BANK
PROFESSIONAL TRADERS MANAGEMENT

5:30

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
• Is Peak Oil a reality or not? How to invest and profit from an energy supply demand disequilibrium
• Evaluating alternative and renewable energy investments

Moderator:
CAMPITELLI INVESTMENTS

Panelists:
HARVEST FUND ADVISORS LLC
TORTOISE CAPITAL ADVISORS L.L.C. AND GEORGIA STATE UNIVERSITY
AMEREX CORPORATION
LIFSCHULTZ INVESTMENTS (FAMILY OFFICE)

6:30

Cocktail Reception

Sponsored By:
AMEREX CORPORATION

Friday, July 11, 2008

7:15a

Continental Breakfast

Sponsored by:

7:40

Co-Chair Welcoming Remarks

7:50

Family Offices vs. Multi –Family Offices vs. Trust Funds
• What are the Benefits of Each
• The Importance of Expansion and How to Expand
• The internal Structures of Each Model
• Legal Issues Surrounding Each Model
• Governance and Administration
• Tax Liabilities
• The Risk Behind Each Model
• What are the Differences Between each
• What are the gray lines that divide each model

Moderator:
Geller Family Office (MULTI-FAMILY OFFICE)

Panelists:
ROCKIT SOLUTIONS LLC, A ROCKEFELLER COMPANY
HILLVIEW CAPITAL
MACK INTERNATIONAL
HOMRICH & BERG, INC. (MULTI-FAMILY OFFICE)

8:50

“Best Practices Review of Health Risk Management for the High Net Worth Family.”

Speaker:
WORLD CLINIC

9:20

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

Moderator:
WEALTHTOUCH ADVISORS (MULTI-FAMILY OFFICE)

Panelists:
BNY MELLON
HARRIS MYCFO
KELLNER DILEO & CO.
CAPITALSHIPLLC

10:10

“Low Volume Strategies in a High Volume Market”
Asset Backed Lending (ABL)

• Definitions and Strategy Types

• ABL vs. ABS: One letter makes a world of difference

• Are uncorrelated and consistent returns possible?

• What to look for in ABL managers: Figuring out the good from the bad

• Risks of the Strategy
Speaker:
STILLWATER CAPITAL PARTNERS

10:30

Emerging Markets: Where do the Opportunities Lie Today
• The BRIC Economies
• Which emerging markets are providing the greatest returns
• International and emerging markets bonds
• How to Perform Due Diligence in Key Emerging Markets
• Indexing Emerging Markets
• Tactical Asset Allocation strategies in Emerging Markets
• Mexico: Equity and Dept Outlook
• Distressed Debt Opportunities in Emerging Markets
• Choosing an Emerging Markets fund manager

Moderator:
JUDICIAL CAPITAL (FAMILY OFFICE)

Panelists
EVEREST CAPITAL INC.
EMERGING MARKET STRATEGIES
ZEPHYR MANAGEMENT LP
BELHOUL FAMILY OFFICE

11:30

Convergence of Family Offices, Fund of Funds and Consultants
• Role of a consultant in constructing a hedge fund portfolio – discretionary versus hedge fund of funds
• Internal hedge fund of funds within Consulting firms...resources and expertise compared to a dedicated fund of funds
• Value add of a hedge fund of funds
• Addressing the role of fiduciary oversight in a hedge fund portfolio
• How many hedge funds make a diversified portfolio, are some hedge fund of funds too diversified?
• Transitioning from a Family Office into and Fund Manager
• Convergence of Family Office and direct private equity investing

Moderator:
KINGS MOUNTAIN CAPITAL GROUP, LLC (HIGH NET WORTH)

Panelists:
FEDERAL STREET ADVISORS
UN CONSULTING
CASEY, QUIRK & ASSOCIATES LLC
T5 EQUITY PARTNERS LLC

12:00

Co-Chair Closing Remarks / Conference Concludes