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To attend, click here
to apply
|
| 8:00am –
9:00am |
Morning Closed Door SFO Peer-to-Peer Sessions
(Sessions led by Howard Cooper, Fredda Herz Brown and others)
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| 8:30am –
9:15am |
CONTINENTAL BREAKFAST
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| 9:15am –
9:30am |
Summit Open by:
Angelo J. Robles & Joseph
Reilly, Family Office Association
Summit Chair:
Howard Cooper, Founder & Chairman, Cooper Family Office
|
| 9:30am –
10:15am |
Morning
Keynote
James Chanos, Founder & Managing Partner, Kynikos Associates LP
|
| 10:15am
– 11:00am |
“Alpha Generating Strategies by Leading Managers”
Moderated by:
Adam Stern , Principal & Investment Committee Member,
Oakmont Corporation
Featuring:
Michael Reeber, Principal, Co-Founder of Andalusian Capital Partners, LP
Daniel Riley, Co-Portfolio Manager, New Mountain Vantage
Mark Lee, Managing Member & Portfolio Manager, Mountaineer Partners
|
| 11:00am –
11:15am |
MORNING BREAK
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| 11:15am
– 12:00pm |
“Europe/Asia: How Families are Investing in a Today's Environment”
Moderated by:
Howard Cooper, Founder & Chairman, Cooper Family Office
Featuring:
Jimmy C. Chang, CFA, Managing Director and
Senior Portfolio Manager, Rockefeller Asset Management
Yvette Klevan, Director, Portfolio Manager/Analyst,
Lazard Asset Management LLC
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| 12:00pm
– 12:45pm |
“Single Family Offices Investing in Farmland”
Featuring:
Jay Girotto, President, Farmland Opportunity
|
| 12:45pm -
1:45pm |
LUNCH
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1:45pm -
2:30pm
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“Planning for Art - What Should You Do And What Is New”
Featuring:
Ralph E. Lerner, Of Counsel, Withers Bergman LLP
|
2:30pm -
3:15pm
|
Afternoon
Keynote
Sam Zell, Chairman, Equity Group Investments
Discussion led by: Angelo J. Robles, Founder & CEO,
Family Office Association
|
3:15pm –
3:30pm
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AFTERNOON BREAK
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3:30pm
– 4:15pm
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"Limiting Losses in Volatile Markets: Advanced Risk Management Techniques"
Featuring:
Robert D. Stock, PhD, Director Capital Markets, Spruce
Private Investors, LLC
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4:15pm –
5:00pm
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"Financial Market Outlook"
Moderated by:
Howard Cooper, Founder & Chairman, Cooper Family Office
Featuring:
Jeff Applegate, Chief Investment Officer, Morgan Stanley Smith Barney
Joseph P. Quinlan, Managing Director & Chief Market Strategist,
U. S. Trust, Bank of America Private Wealth Management
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5:00pm –
5:45pm
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Closing
Keynote
Alan C. "Ace" Greenberg,
Former Chairman & CEO,
The Bear Stearns Companies, Inc.
Discussion led by: Greg Coules, Managing Director,
Co-Head Family Office & Endowment Practice, Hunter Advisors
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5:45pm –
6:30pm
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COCKTAIL HOUR
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Private Dinners
Hosted Evening of the Summit. Limited Seating. |
To attend, click here to
apply
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