Pre-Summit Special Session (must reserve ahead as space is limited)

Special Speaker Gene Dunbar, Senior Vice President, National Manager - Farm and Ranch Services Specialty Asset Management Group, U.S. Trust

Presentation:
"Farmland - An Island in the Storm"

CONTINENTAL BREAKFAST

Summit Open by:

Angelo J. Robles & Joseph Reilly, Family Office Association

Summit Chair: Howard Cooper, Founder, Cooper Family Office

Morning Keynote: Thomas L. Kempner, Jr.
Executive Managing Member, Davidson Kempner Capital Management LLC

Interviewed by:
Kathryn A. Hall, CEO & CIO, Hall Capital Partners LLC

"Alpha Generating Strategies by Leading Managers"

Moderated by:
Garb P. Mechigian, CIMA, Chairman & CEO, CTC Consulting

Featuring:
Steve Katznelson, Partner & CIO, Radcliffe Capital Management,
Eric F. Billings, Senior Managing Partner, Billings Capital Management,
Uri Landesman, President, Platinum Partners

MORNING BREAK

"Fiduciary Update: Wealth Transfer, Investment and Administration Trends in the New Decade”

Featuring:
R. Hugh Magill, Executive Vice President & Chief Fiduciary Officer,
Northern Trust

"Alternative to Alternatives"

Moderated by:
Garb P. Mechigian, CIMA, Chairman & CEO, CTC Consulting

Featuring:
Nicolas Perkin, Co-Founder & President, The Receivables Exchange, Jeffrey Bollerman, Director, SecondMarket,
Joel Shapiro, Managing Partner, CEO, Timbervest

LUNCH

Luncheon Keynote Jamie Dinan
Founder & CEO, York Capital

"Socially Responsible Investing and Single Family Offices"

Moderated by:
Jed Emerson, Founder, Blended Value Group

Featuring:
Patrick Geddes, Partner, Aperio Group,
Farha-Joyce Haboucha, CFA, Director of Socially Responsive Investments, Rockefeller Asset Management

Afternoon Keynote Ray Dalio
Founder, President & CIO, Bridgewater Associates

Interviewed by:
Gregory Zuckerman, Senior Reporter, Wall Street Journal, and Author
of Best Selling Book "The Greatest Trade Ever"

AFTERNOON BREAK

“The Endowment Model of Investing for Single Family Offices”

Moderated by:
Angelo J. Robles, Founder & CEO, Family Office Association

Featuring:
Martin Leibowitz, Managing Director, Morgan Stanley &
Mike Hennessy, Founding Partner, Morgan Creek Capital Management

“Behavioral Finance in Practice for Single Family Offices”

Moderated by:
Eric J. Schoenberg, Ph.D., Adjunct Assistant Professor,
Columbia Business School

Featuring:
Jeffrey C. Dillman, CFA, Managing Director, Atlantic Trust
Private Wealth Management

COCKTAIL HOUR - Hosted by New Country Porsche of Greenwich