May 24th, 2012
Family Office Association: INVITATION ONLY...
FOA Cocktails and Dinner Event
Presentation On: Hedge Fund Luminary Discusses Global Economy
John H. Burbank III
Managing Member & Chief Investment Officer
Passport Capital LLC
BACKGROUND
August 2000:
Founded Passport Capital LLC
1996-2000:
Various investment research positions with Bay Area hedge funds
1992-1996:
Various management positions in start-up companies, active as a private investor
1992: MBA received from Stanford Graduate School of Business
1987: BA in English Literature received from Duke University
Time: 5:30PM – 8:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
June 6th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
June 13th, 2012 Family Office Association: Special Event
FOA Chicago
Keynote Speakers:
Sam Zell
Chairman
Equity Group Investments
John P. Calamos, Sr.
Chairman, Chief Executive Officer and Chief Investment Officer
Calamos Investments
Dick Marcinko
Retired Navy Seal
First Commanding Officer of Seal Team 6 and Red Cell
Author of Rogue Warrior
Rick Rieder
Managing Director, Chief Investment Officer of Fundamental Fixed Income Portfolios
Blackrock
Chairperson
Thomas J. Handler, J.D., P.C.
Chair Advanced Planning & Family Office Practice Group
Handler Thayer, LLP
Time: 8:00am (Continental Breakfast), 9:00am - 6:00pm program,
followed by Cocktails and Dinner (6:00pm - 8:30pm)
Location: University Club, Chicago, IL
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
June 19th, 2012
Family Office Association: Special Event
FOA Boston
Keynote Speakers:
Paul Touradji
Founder & CIO, Touradji Capital Management
“Tiger Club”
Chairperson
Howard Cooper
Founder & Chairman
Cooper Family Office
Time: 12:00Noon - 5:30pm Followed by Cocktails and Dinner (5:30pm - 8:30pm)
Location: Harvard Club, Boston, MA
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
...........................................................................................................
July 11th, 2012
Family Office Association (FOA) Summer Global Retreat
Over the course of a half day session and dinner, members and special guests will have the freedom to speak and engage with other families and single family offices in private peer-to-peer sessions. This is an offering unique to FOA, and we encourage members to sign up (and SFO guests to apply) early as availability is limited.
Time: 12:00PM - 6:00PM
*Complimentary lunch (12:00Noon - 1:00pm), Program begins at 1:00pm
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
July 12th, 2012
Family Office Association (FOA) Summer Global Summit
NEW: Expanded Private Closed Door Peer-to-Peer Sessions. Multiple Morning Sessions Featuring Several SFO Discussant Leaders.
Time: 8:00AM - 6:30PM Includes Continental Breakfast, Lunch and Late Afternoon Cocktail Hour
Private FOA Hosted Dinners After the Summit. Limited Seating.
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
July 18th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
August 1st, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
September 5th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
September 11th, 2012
Family Office Association: INVITATION ONLY... FOA Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Time: 12:00Noon – 2:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
October 10th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
October (day TBD), 2012
Family Office Association: Special Event
FOA Washington DC
Time: 12:00Noon - 5:30pm Followed by Cocktails and Dinner (5:30pm - 8:30pm)
Location: Washington, DC
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
...........................................................................................................
November 7th, 2012
Family Office Association (FOA) Fall Global Retreat
Over the course of a half day session and dinner, members and special guests will have the freedom to speak and engage with other families and single family offices in private peer-to-peer sessions. This is an offering unique to FOA, and we encourage members to sign up (and SFO guests to apply) early as availability is limited.
Time: 12:00PM - 6:00PM
*Complimentary lunch (12:00Noon - 1:00pm), Program begins at 1:00pm
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
November 8th, 2012
Family Office Association (FOA) Fall Global Summit
NEW: Expanded Private Closed Door Peer-to-Peer Sessions. Multiple Morning Sessions Featuring Several SFO Discussant Leaders.
Time: 8:00AM - 6:30PM Includes Continental Breakfast, Lunch and Late Afternoon Cocktail Hour
Private FOA Hosted Dinners After the Summit. Limited Seating.
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
November 14th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
December 5th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
December 11th, 2012
Family Office Association: INVITATION ONLY... FOA Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Time: 12:00Noon – 2:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
PAST EVENTS
March 11th, 2010
Family Office Association: FOA Monthly Breakfast Presentation
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
April 1st, 2010
Family Office Association Special Luminary Luncheon
Featuring: David Einhorn, Founder, Greenlight Capital
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
April 8th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com
/ 203-570-2898
............................................................................................................
April 29th, 2010
Family Office Association (FOA) Spring Global Summit
CLICK HERE TO VIEW AGENDA
Featured Keynote
Bill Ackman
Founder, Pershing Square Capital Management
Special Speakers
Russ Alan Prince
Founder, Prince & Associates
Presentation: “How Executive Directors Are Being Compensated Today"
Dennis Jaffe, Ph.D.
Family Governance: Balancing Family Dynamics, Personal Needs and Financial Responsibility for the Presentation: "Future of the Family Enterprise"
Summit Chairs
Lisa Firestone & Linda Mack
Time: 8:30am - 6:00pm
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
May 13th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
May 26th, 2010
Family Office Association Special Luminary Luncheon
Featuring: Daniel Loeb, Founder, Third Point
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
June 2nd, 2010
Family Office Association Special Luminary Luncheon
Featuring: Paul Singer, Founder, Elliott Associates
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
June 10th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com
/ 203-570-2898
............................................................................................................
June 12th, 2010
Family Office Association Special Private Breakfast
Featuring: Michael Milken, Legendary Financier and Philanthropist
...Wait List Only...
Time: 8:00am - 10:00m
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
July 8th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
July 15th, 2010
Family Office Association (FOA) Summer Global Summit
CLICK HERE TO APPLY TO ATTEND
Featured Keynotes
Morning Keynote: Paul Singer
Founder, Elliott Associates
Afternoon Keynote: Richard Perry
President and Managing Member, Perry Capital
Special Speaker
David Darst
Managing Director & Chief Investment Strategist, Morgan Stanley
Summit Chair
Greg Coules
Director & Head of Family Office Practice, Hunter Advisors &
Senior Advisor, Gruss-Lipper Family Foundation
Featured Presentations
"Fireside Chat - Three Families of Wealth, Represented by G1, G2 and G3,
Discuss Their Journey and Share Their Experience"
"Changes in Hedge Fund Search: Consultant vs. Fund of Funds vs. Multi-Strategy Funds.
How Single Family Offices and Families of Wealth Decide"
"Passive vs. Active Investing: Thought Leaders Share Their Wisdom on
How Single Family Offices and Families of Wealth Should Implement Their Investment Allocations"
"Single Family Office of the Future -
Serving Family Members in a Holistic and Efficient Manner Through Technology"
"An Entrepreneur's Story - How One Person Turned His Passion in Diamonds
into Business Success and Along His Journey Inspired His Philanthropic Legacy"
Time: 8:30am - 6:45pm
Location: Greenwich Country Club, Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
July 21-23, 2010
OPAL Family Office/Private Wealth Management Forum
Hyatt Regency - Newport, Rhode Island
This is Opal’s premier conference for high net worth individuals and family offices in North America. Private investors and money managers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends. The Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, distressed real estate, direct energy and numerous other asset types. Opal will kick off the event with its 4th Annual America's Cup Regatta, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
Click here for more info
............................................................................................................
August 10th, 2010
Family Office Association and Jonathan Reinsdorf Present: INVITATION ONLY...
A Night with the Chicago White Sox
Featuring Behind the Scenes Tour and Dinner in the Owners Suite
Time: 5:30pm – 10pm
Location: Chicago, Illinois
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com /
203-570-2898
............................................................................................................
August 12th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com
/
203-570-2898
............................................................................................................
September 16th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com /
203-570-2898
............................................................................................................
September 21th, 2010
Family Office Association: Special Roundtable Luncheon
Featuring: Geoffrey von Kuhn, Managing Director of the Crosby Group,
Single Family Office for the Johnson Family, Founding Family of Fidelity Investments
Time: 12:30pm – 2:30pm
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
October 14th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
November 1-3, 2010
Opal's Endowment & Foundation Forum
The Hyatt Regency Boston, Boston, Massachusetts
Opal's annual endowment & foundation conference is an event intended to provide a forum for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization.
Click here for more info
............................................................................................................
November 4th, 2010
Family Office Association (FOA) Fall Global Summit
Featured Keynotes
Morning Keynote: Tom Kempner
Co-Founder & Managing Member, Davidson Kempner
Afternoon Keynote: Ray Dalio
Founder, President & CIO, Bridgewater Associates
Special Luncheon Speaker
James Dinan
Founder & CEO, York Capital
Summit Chair
Howard Cooper
CEO, Cooper Family Office
Featured Presentations
"The Endowment Model of Investing and Single Family Offices: Good - Bad?"
"Behavorial Finance in Practice: How Single Family Offices Can Allocate
Assets in Challenging Markets"
"Alpha Generating Investment Strategies for Single Family Offices"
"Alternatives to Alternatives: Unique Investing Strategies for Single Family Offices"
Time: 8:30am - 6:00pm
Location: Greenwich Country Club, Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com /
203-570-2898
............................................................................................................
November 11th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com
/
203-570-2898
............................................................................................................
November 16th 2010
FOA Special Luminary Luncheon
Featuring: Glenn Dubin
Co-founder of Highbridge Capital Management
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
December 9th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by: Joseph Curtin, Managing Director and Head of
Portfolio Analytics
and Consulting Group, U.S. Trust
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
January 5th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by: Larry Robbins, Founder, Portfolio Manager and
CEO of
Glenview Capital Management
Background: In its tenth year of operation, Glenview manages approximately $4.5B in assets across three hedge fund products. Prior to founding Glenview, Larry spent six years as an analyst and partner at Omega Advisors on their US equity long/short team. He joined Omega after three years at Gleacher & Company, a merger and advisory boutique in New York.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
January 11th, 2011
Family Office Association: INVITATION ONLY... FOA Bi-Monthly Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Presentation by: Lawrence G. McDonald, author of A Colossal Failure of Common Sense
- the Inside Story of the Collapse of Lehman Brothers
Time: 12:00Noon – 2:00PM
Location:Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
January 20th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by: Christopher M. Hyzy, Managing Director and Chief Investment Officer, US Trust
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
February 3rd, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by: Richard A. Myers, CEO, Realty Capital Partners
Mr. Myers founded Realty Capital Partners, LLC (“RCP”) to provide individual investors the opportunity to invest in real estate projects. He is responsible for RCP’s daily operations, analyzing the firm’s real estate investments and helping to provide the company’s strategic direction. Mr. Myers has been investing in and developing real estate since 1984.
Prior to forming RCP, Mr. Myers founded Realty Capital Corporation (“RCC”), a Dallas/Fort Worth based real estate development company. RCC has developed over 60 commercial and residential projects during the last fifteen years. Mr. Myers was previously a partner with Lincoln Property Company, a national real estate development company, and a development partner with GSC Realty Corporation, a Dallas-based real estate company.
Mr. Myers graduated summa cum laude from the University of Illinois with a BS in Finance. He received the University of Illinois Bronze Tablet, the highest academic recognition of the university. He later graduated from Harvard Business School with an MBA. Mr. Myers is married with one child.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
February 10th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by: Dr. Peter A. White, J.D., U.S. Trust Family
Office and
Belinda J. Sneddon, Group Executive, U.S. Trust Family Office
A discussion of the current environment for families and family offices including a discussion of the findings of the recently released U.S. Trust / Campden Research study, “Safeguarding Prosperity”, an update to “Protecting the Family Fortune” conducted in late 2007.
Peter White, educator and adviser to clients of U.S. Trust on the human aspects of wealth management and Belinda Sneddon, Group Executive of the U.S. Trust Family Office, will discuss the findings in the Study and how many families and their family offices are adapting to some of the new realities after the economic and market challenges that began in 2008.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
February 15th, 2011
Family Office Association: WAIT LIST ONLY... FOA Special NYC Luncheon Presentation
Presentation by: Jeffrey A. Altman, Managing Partner & Portfolio Manager,
Owl Creek Asset Management
Mr. Altman founded Owl Creek Asset Management L.P. in June 2001 and launched Owl Creek 1, L.P., Owl Creek II, L.P., Owl Creek Overseas Fund, Ltd. In February 2002, Owl Creek Socially Responsible Investment Fund, Ltd. In May 2006 and Owl Creek Asia I, L.P., Owl Creek Asia II, L.P., and Owl Creek Asia Fund, Ltd. In July 2007. He directs all aspects of research and trading on all investments. Mr. Altman currently leads an investment team of 20 at Owl Creek in a team approach to gathering consensus on investment ideas. Mr. Altman oversees the operations of the Investment Manager and Owl Creek's CFO and Director of Marketing report directly to him.
Prior to forming Owl Creek Asset Management, L.P., Mr. Altman had been with Franklin Mutual Advisors, LLC where, from 1996 to 2001, he served as the primary portfolio manager and head of a group that managed a portfolio of distressed securities with a value of more than $2.4 billion. During Mr. Altman's 13 years at both Franklin Mutual and Heine Securities Corporation, the former advisor to the Mutual Series family of funds, he served in various capacities, including junior and senior analysts positions, head trader of the bankruptcy and distressed group, senior vice president and senior portfolio manager. Mr. Altman graduated from Tulane University in 1988 with an undergraduate degree in business.
Time: 12:00Noon – 1:30PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
March 3rd, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by: William L. Collins, Founder, CEO, CIO, Brencourt Advisors
William L. Collins is the Founder, Chief Executive Officer and Chief Investment Officer of Brencourt Advisors. Prior to founding Brencourt, Bill was a Senior Managing Director at ING Furman Selz Asset Management, where he managed over $1 billion in customer assets through Taurus Partners and Taurus Capital International, two collective event-driven investment funds. Bill joined Furman Selz in 1980 and served on the firm's Management Committee and Board of Directors from 1989 until its acquisition by ING Group in 1997. During his time at Furman Selz, Bill was responsible for event-driven department's growth, development, and performance from its inception in 1986 until he left to start Brencourt in 2001. Prior to joining Furman Selz, Bill managed the proprietary options department at Bache Halsey Stuart Shields and prior to that he took his first job on Wall Street in 1976 as a trader on Lehman Brothers' risk arbitrage desk. Bill completed an MBA from New York University in 1981 and a BA from St. John's University in 1976.
Born and raised in Queens, New York, today Bill lives in Bergen County, New Jersey. Bill and his wife of 30 years, Lesley Walsh Collins, have three children: Brian, Jennifer and Courtney. In his free time Mr. Collins serves on the Board of Trustees of St. John's University and is a past president of the Board of Trustees of the Dwight-Englewood School in Englewood, NJ.
- Brencourt Advisors, LLC, an SEC Registered Investment Adviser (RIA), manages a family of event-driven hedge fund strategies with an established 10-year track record
- Founded in January 2001, the firm was created by William L. Collins to continue and build upon the top performing event-driven investment philosophy and strategy that he established while managing Taurus Partners, L.P. from 1993 through 2000 while at ING Furman Selz
- The founders of the firm have worked together since 1996
- Headquartered in New York, Brencourt employs 24 people, 14 of which are dedicated to research and trading
- 100% employee and management owned with a significant percentage of senior management's net worth in the Funds
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com
/ 203-570-2898
............................................................................................................
March 8th, 2011
Family Office Association: INVITATION ONLY... FOA Bi-Monthly Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Presentation by
William O. Reimann, Chief Operating Officer, Sid R. Bass Funds & BBT Capital Management
William O. Reimann IV is a member of SRI Fund’s Management Committee and serves as Chief
Compliance Officer of SRI Fund. Mr. Reimann is also the Chief Financial Officer for the various business interests of Sid Bass. Since 1986, Mr. Reimann was associated with various investment interests of Bass and Richard Rainwater. Prior to that time, Mr. Reimann served for eight years with the international accounting firm KPMG. He received a B.B.A. from Texas Christian University.
Ken McCarty, Chief Financial Officer, Sid R. Bass Funds & BBT Capital Management J. Kenneth McCarty is a member of the SRI Fund Management Committee and also serves as Chief
Financial Officer of the fund and trading operations, a position he has held
since 1999. Mr. McCarty oversees accounting and financial reporting and trade
and derivatives clearing for the funds. Mr. McCarty is a CPA and a member of
the American Institute of Certified Public Accountants. He received a B.A. and
an M.B.A. from The University of Texas at Arlington.
About BBT Capital Management, Inc.
BBT Capital Management, Inc. manages the $2.1 billion hedge fund business of Sid R. Bass. The SRI Fund is a socially-responsible multi-strategy fund, focusing on event driven arbitrage, fixed income, and long short equities, with an emphasis on the US and other developed markets. The firm is headquartered in Fort Worth, Texas with affiliate offices in Greenwich and Chicago.
Time: 12:00Noon – 2:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
March 10th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by: Norb Vonnegut, Author of "The Gods of Greenwich"
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
............................................................................................................
March 24th, 2011
Family Office Association: Special Event
FOA International Roundtable (Miami)
CLICK HERE TO VIEW AGENDA
INVITATION ONLY
Co-hosted by
Water Island Capital & Fidelity Family Office Services Services
Featured Presenters
Maria Elena Lagomasino
CEO, Genspring
Stephen Rogers
Co-founder, RogersCasey
Don Rogers
Founder & Managing Partner, Stride Capital
Marko Dimitrijevic
Founder & President, Everest Capital
Mark Fisher
Founder & CEO, MBF Asset Management
Charles Lowenhaupt
Founder & CEO, Lowenhaupt Global Advisors
John S. Orrico
Founder, President & Portfolio Manager, Water Island Capital
Lisa Firestone
Family Principal, Firestone Family Foundation
Juan C. Martinez
Family Interests
Jean Brunel
Managing Partner, Brunel Associates
Anthony Scaramucci
Co-founder & Managing Partner, Skybridge Capital
Some of the topics to be covered include:
- Special Interview: Maria Elena Lagomasino, CEO, Genspring, Interviews Steve Rogers, Co-founder RogersCasey & Don Rogers, Founder & Managing Director, Stride Capital. "A Multi-Generational Family of Wealth Discusses the Challenges of Managing Family Wealth Across Generations & Engaging Younger Family Members in Entrepreneuralism"
- Emerging Markets Investing for Single Family Offices: Interview With One of the World's Most Successful and Longest Tenured Emerging Markets Investors, Marko Dimitrijevic, Founder & President, Everest Capital
- Global Alpha: Interview With Legendary Wall Street Investor, Mark Fisher, Founder & CEO, MBF Asset Management. Mark Shares His Views on Global Markets and Opportunities in Commodities
- The Future of the Single Family Office: Interview With Charles Lowenhaupt, Founder & CEO, Lowenhaupt Global Advisors
- Alpha Generating Investments: Transparent and Liquid Alternative Investment Strategies for Single Family Offices: Interview With John S. Orrico, CFA, Founder, President & Portfolio Manager, Water Island Capital, Advisor to the Arbitrage Fund, Which John Serves as CIO
- Family Philanthropy: Interview With Lisa Firestone, Family Principal, Firestone Family Foundation
- Re-Thinking Asset Allocation and Behavioral Finance in Practice for Single Family Offices: Interview With Jean Brunel, Managing Partner, Brunel Associates; Editor, Journal of Wealth Management; Author of "Integrated Wealth Management"
- Emerging Managers: Seeding Opportunities for Single Family Offices. Identifying Up and Coming Hedge Fund Managers. Interview With Anthony Scaramucci, Co-founder & Managing Partner, Skybridge Capital
A hallmark of the Family Office Association is our single family office (SFO) led Peer-to-Peer sessions. FOA International Roundtable Chair, Sheila Berube, Chief Investment Officer, WLD Entreprises (SFO), will lead multiple Peer-to-Peer sessions following certain presentations.
Time: 12:00Noon - 6:00pm Followed by Cocktails and Dinner (6:00pm - 8:30pm)
*Complimentary lunch (12:00Noon - 1:00pm), Program begins at 1:00pm
Location: Mandarin Oriental, Miami, Florida
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 8th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by: Jeff Peskind, Founder, CEO, Investment Committee Chair,
Phoenix Investment Adviser
Mr. Peskind founded Phoenix Investment Adviser in May 2003. Prior to forming Phoenix, Mr. Peskind started and managed White Ridge Advisors, LLC, a proprietary pool of capital for Banc of America. At White Ridge, Mr. Peskind managed over $500mm worth of Distressed and High Yield assets in four separate funds. Prior to forming White Ridge, Mr. Peskind was a co-manager of the distressed trading business at Bank of America and also traded the distressed bond book. In 1987 he joined Morgan Stanley where he was part of a small group which built the high yield and distressed bond trading business at Morgan. He began his career in 1985 at Harvard Management as an equity and high yield bond analyst. Mr. Peskind earned a B.A. in Finance from the University of Illinois and an MBA at the University of Wisconsin.
The JLP Credit Opportunity fund is an event driven fund focusing on “stressed corporate bonds”, which are cash bonds trading at a deep discount to their principal values due to corporate fundamentals or market factors. These bonds generate very high current income and offer a very attractive risk return profile. The Fund has a 7 year track record, and brings a deep value orientation to the High Yield bond market. Over it’s history, the Fund has annualized 19.6%, outperforming any of it’s comparable benchmarks by 800bps per year. The Fund seeks to buy bonds at 25%+ discounts to their intrinsic business value in companies with adequate liquidity to continue paying all of their obligations. The Fund focuses on asset rich, positive cash flow companies with a near term catalyst for a business turnaround. The Fund hedges the long bias by shorting equities of the same or similar companies when possible. The manager aims to limit downside volatility through extreme diversification and detailed fundamental bottom up credit research. The Fund trades only cash bonds and thus has no CDS or counterparty risk, and uses little to no leverage.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 14th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
"Redefining Socially Responsible Investing - A Focus on Performance"
Presentation by: Jason Baron, Portfolio Manager, U.S. Trust
Jason Baron is the creator and portfolio manager for the Socially Innovative Investing (S2I ) strategy in the investments group within U.S. Trust. Prior to joining U.S. Trust, Mr. Baron served as the group head for the community investing team at Lehman Brothers where he was responsible for the design and implementation of socially responsible and mission-oriented investment products. Mr. Baron began his career as an equity analyst following the diversified financials sector at Keefe Bruyette & Woods in their Hartford, CT office. He received his B.S. in business administration from Georgetown University's McDonough School of Business and his M.B.A. from Yale University's School of Management where he focused on investment management and strategic philanthropy. He is a member of the Hitachi Foundation's investment committee and the Vice-Chairman of The City School, a Massachusetts based non-profit focusing on youth education and development. He is a guest lecturer and frequent presenter on socially innovative and sustainable investing topics.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 20th, 2011
Family Office Association (FOA) Spring Global Retreat
INVITATION ONLY
Over the course of a half day session and dinner, members and special guests will have the freedom to speak and engage with other families and single family offices in private peer-to-peer sessions. This is an offering unique to FOA, and we encourage members to sign up (and SFO guests to apply) early as availability is limited.
Time: 1:00PM - 6:00PM
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 21st, 2011
Family Office Association (FOA) Spring Global Summit
Summit Chair:
François M. de Visscher
President, de Visscher & Co (Greenwich CT), a financial advisory firm for Single Family Offices, which he founded 20 years ago. Francois is a fourth-generation family director and shareholder of his own family’s global enterprise, N.V. Bekaert, headquartered in Belgium, and an active participant in his family’s private family office investments.
Featured Keynotes
Morning Keynote: Wilbur L. Ross, Jr.
Founder & CEO, WL Ross & Co.
Interviewed by: Morris Offit
Chairman, Offit Capital
Lunch Keynotes
Stephen Rogers
Co-founder, RogersCasey
Don Rogers
Founder & Managing Partner, Stride Capital
Interviewed by: Maria Elena Lagomasino
CEO, Genspring
Afternoon Keynote: Andrew Feldstein
Co-founder, CEO and Chief Investment Officer, Blue Mountain Capital Management
Closing Keynotes
Karen Finerman
Co-founder & President, Metropolitan Capital Advisors
Lawrence Golub
Co-founder & President, Golub Capital Partners
Some of the topics to be covered include:
- Leading Hedge Fund Managers Discuss Alpha Generating Strategies for Single Family Offices
- Next Generation Philanthropists
- Leaders in Value Investing Share Their Wisdom
- Wealth Transfer Solutions for Families of Wealth
Time: 8:30AM - 6:00PM
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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May 5th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by: Mark H. Rachesky, M.D., Founder and President, MHR Fund Management LLC
Persentation title: Control Distressed Investing - How does hands-on value creation generate superior returns in any market environment?
- Opportunistic, value-oriented investment strategy with emphasis on capital preservation
- Proprietary sourcing identifies unique investment opportunities
- Strategy requires specific skill set and experience
- Control mitigates risk and is essential for creating and preserving value over the long-term
Mark H. Rachesky, M.D.
Dr. Rachesky is the President of MHR Fund Management LLC ("MHR"), an
investment firm that he founded in 1996. MHR manages in excess of $5 billion
and invests in distressed and undervalued middle market companies. The Firm takes
a private equity-like approach to investing in public securities of distressed
and undervalued middle-market companies identified through its proprietary sourcing
network. The Firm employs a rigorous due diligence-focused process, capitalizing
on its deep industry knowledge and analytical capabilities, to generate attractive
risk-adjusted returns across various investing environments in both the debt
and equity markets. The Firm is an active investor that seeks to effectuate control
or significant influence on its portfolio companies, which the Firm believes
is essential to creating and preserving value.
Prior to founding MHR, Dr. Rachesky was Carl C. Icahn's chief investment advisor, after working for three years as an investment advisor for an affiliate of the Robert M. Bass Group. Dr. Rachesky is a graduate of Stanford University School of Medicine, which he completed in three years, and Stanford University School of Business. Dr. Rachesky graduated from the University of Pennsylvania, summa cum laude, where he achieved Phi Beta Kappa in his junior year.
Dr. Rachesky currently serves as Non-Executive Chairman of the Board of Telesat Holdings Inc., the 4th largest satellite operator in the world, Loral Space and Communications, Inc., a leading satellite services provider and manufacturer and Leap Wireless International Inc., the 8th largest mobile telephone company in the United States. He currently serves on the board of directors of several other companies. Dr. Rachesky has served on numerous Bankruptcy Creditors' Committees.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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May 10th, 2011
Family Office Association: INVITATION ONLY... FOA Bi-Monthly Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Presentation by: Susan E. Keats, Vice President of Corporate Archives, Fidelity Investments
Persentation title: Creating a Family History, Preserving the Family Legacy
Capturing and understanding the history of a family is critical to helping establish a family legacy, creating a meaningful and sound strategy to keep successful generations interested in a family business, and developing philanthropic missions for future generations. Susan Keats will share the different tools and resources she has used to capture the Johnson family history and the Fidelity corporate history over the past 20 years.
Susan Keats is Vice President of Corporate Archives at Fidelity Investments. She is the author of “There Will Be Dancing: The History of a Johnson Family”, which chronicles the ancestry of Fidelity Investments’ founder Edward C. Johnson, 2d and mirrors the progress of Boston’s genesis as a center of commerce from the 17th century to today. Susan established Fidelity’s archives department and developed the company’s records management program. Her current work focuses on developing educational and training programs, producing historical exhibits for walls and video production, and producing and directing an oral history program.
Time: 12:00Noon – 2:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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May 12th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
"Perils of Angel Investing"
Presentation by: James Geshwiler, Managing Director, CommonAngels
James joined CommonAngels in 1999 and currently manages the group's investments in Apperian, inStream Media, Frame Media, HNW, Skyhook Wireless, TimeTrade Systems and Vela Systems. James was the founding chairman of the Angel Capital Association, the professional alliance of over 144 angel groups representing over 6,500 investors. He also was the founding chairman of ACA’s sister organization, the Angel Capital Education Foundation, in partnership with the Kauffman Foundation. He also is on the Board of Trustees of the Massachusetts Technology Leadership Council.
Prior to CommonAngels, James worked at Cambridge Energy Research Associates and prior to CERA worked for the U.S. Department of Energy and U.S. Department of State, in Washington DC, in a variety of roles covering global technology analysis, assessment and policy.
He holds a bachelor's degree with highest honors from the Liberal Arts Honors Program at the University of Texas at Austin, a master's degree in political science from UCLA, and an MBA from MIT's Sloan School of Management.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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May 16th, 2011
Family Office Association: Special Event
FOA West Coast Roundtable (San Francisco)
INVITATION ONLY...
Co-hosted by
Silver Bridge
Featured Keynotes
Opening Keynote: Peter Thiel
Founder & President, Clarium Capital Management
Closing Keynote: John H. Burbank III
Chief Investment Officer, Passport Capital LLC
Tom van Loben Sels
CPA, Partner, Apercen Partners LLC
Thomas J. Handler, J.D., P.C.
Chairman Advanced Planning & Family Office Practice Group, Handler Thayer, LLP
Laurent Roux
Founder & CEO, Gallatin Wealth Management
Dune Thorne, CWS®, CTFA
Managing Director, Silver Bridge Advisors
Roundtable Chair: Matt Donaldson
Founder, DE II
Speaker Background
Opening Keynote: Peter Thiel
Founder & President, Clarium Capital Management
Peter Thiel is a technology entrepreneur, investor, and philanthropist. He has founded and helped launch numerous companies--from PayPal to Facebook—and runs Clarium, a global macro hedge fund manager. He also works to promote and protect freedom through the Thiel Foundation and by sponsoring many nonprofit organizations. Mr. Thiel earned a B.A. in philosophy from Stanford University and a J.D. from Stanford Law School. He lives in San Francisco.
Closing Keynote: John H. Burbank III
Chief Investment Officer, Passport Capital LLC
John Burbank serves as the chief investment officer of Passport Capital, LLC, a San Francisco based global investment firm. We manage approximately $3.2 billion in assets. Our investment process uses a combination of macroeconomic analysis to develop major themes and rigorous fundamental research on individual companies to create global portfolios. Our investment team focuses on the following areas: Agriculture, Basic Materials, Consumer, Energy, Financial Services, Healthcare, India, Capital Markets, Internet / Technology, and Middle East & North Africa. Mr. Burbank has over a decade of experience investing in global equity markets. Prior to founding the firm in 2000, he was a consultant to JMG Triton Offshore, Ltd. From 1996 to 1998, Mr. Burbank was the director of research at ValueVest Management. He holds a B.A. degree from Duke University and earned an M.B.A. degree from the Stanford Business School.
Roundtable Chair
Matt Donaldson
Founder, DE II
Matthew Donaldson is the founder of DE II, a private partnership working with family offices around the world. He started on the insurance side of finance having launched his professional career at Northwestern Mutual. Mr. Donaldson has created an extensive network of some of the nation's most powerful and influential families. He maintains unique entre to some of the brightest and most connected minds in the business. Prior to Northwestern Mutual, Mr. Donaldson served as a wilderness guide shepherding travelers through some of the most remote parts of the USA. He is also an advisor to Eagle's View Capital in NY, which is a specialty hedge fund consultant. He is an avid outdoorsman, cyclist, and tri-athlete. Mr. Donaldson has done the Iron Man Triathlon on three occasions.
Time: 12:00Noon - 5:30pm Followed by Cocktails and Dinner (5:30pm - 8:00pm)
*Complimentary lunch (12:00Noon - 1:00pm), Program begins at 1:00pm
Location: The Fairmont, San Francisco, California
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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June 2nd, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by: Mark B. Fisher, Founder and CEO of MBF Asset Management
Mark B. Fisher has thirty-plus years of experience in the investment industry. Fisher got an early start as a “runner” on the COMEX floor. Fisher was an active trader, becoming the youngest trader ever in the silver futures pit at the age of 21 while attending the Wharton School of Business, graduating summa cum laude and earning his master’s degree in Finance and Accounting in the five-year submatriculation program.
Fisher spent many years trading before founding MBF Clearing Corp, a futures commission merchant which has taken a preeminent role within the global futures markets. MBF Clearing Corp is particularly well known for supporting a significant number of professional floor traders, “upstairs” fund managers and boutique trading firms, including Fisher’s own proprietary trading group comprised of quantitative analysts and traders. The combination of Fisher’s extensive trading experience and his groundbreaking research resulted in the development of the ACD Method, which is detailed in his book, The Logical Trader: Applying a Method to the Madness. In 2009, with the support of an 18-person team, Fisher launched MBF Asset Management.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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June 7th, 2011
FOA Special Event: INVITATION ONLY
Cocktails & Dinner Featuring
Stanley Shopkorn, Co-founder and Douglas Day, Co-founder - Hilltop Park
Presentation by
Stanley Shopkorn, Co-founder, Hilltop Park
Mr. Shopkorn is a Founding Partner of Hilltop Park and the Managing Member of Hilltop Park’s Executive Committee, with oversight for all the firm’s operations. Mr. Shopkorn is one of the two Senior Portfolio Managers overseeing all aspects of the portfolio. Prior to launching Hilltop Park, Mr. Shopkorn managed his personal assets through Shopkorn Management LLC from 2003-2008. Prior to forming Shopkorn Management, Mr. Shopkorn built the worldwide equity business at Moore Capital Management LLC, where he oversaw the management of up to $6 billion and was responsible for hiring, training and managing the entire global long/short equity portfolio. Mr. Shopkorn founded Ethos Capital Management in 1992 and managed the firm from 1992-1996 before joining Moore Capital. Prior to Ethos Capital, Mr. Shopkorn was a Vice Chairman of Salomon Brothers Inc., a member of its Executive Committee, and in charge of the firm’s worldwide equity operation, including research, sales, customer execution, proprietary trading, and convertible and risk arbitrage. During his tenure at Salomon Brothers from 1973-1992, Mr. Shopkorn’s leadership and direction helped build a fully integrated global equity operation centered in London and Japan. He was appointed to serve on Salomon Brothers’ Board of Directors in 1986 and admitted as a General Partner in 1978. Prior to Salomon Brothers, he was a Vice President in trading at Loeb Rhoades & Co. Mr. Shopkorn graduated with a J.D. from Brooklyn Law School and earned a B.A. from City College.
Douglas Day, Co-founder, Hilltop Park
Mr. Day is a Founding Partner of Hilltop Park and a member of Hilltop Park’sExecutive
Committee, with oversight for all the firm’s operations. Mr. Day is one of the
two Senior Portfolio Managers overseeing all aspects of the portfolio. Prior
to launching Hilltop Park, Mr. Day was most recently the Head of US Equities
at Moore Capital Management LLC following five years as the Senior Portfolio
Manager for technology, media, telecom, and health care. During his tenure
at Moore Capital from 2002-2008, Mr. Day managed up to $2 billion. Prior
to joining Moore Capital, Mr. Day worked at American Century Investments from
1996-2002 as a Senior Technology Analyst and Portfolio Manager for the Ultra
Fund and Technology Fund, respectively. From 1995-1996, Mr. Day was a Research
Associate at Salomon Brothers covering telecom equipment equities. Mr.
Day graduated with a B.A. from Emory University.
Time: 5:30pm – 7:30pm
Location: Core Club, New York, NY
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com
/
203-570-2898
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June 9th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
"Hedge Fund Due Diligence & Monitoring"
Presentaion by: Spencer Boggess, Managing Director, Alternative Investments
Chief Investment Officer, U.S. Trust
Spencer Boggess serves as the Chief Investment Officer for Merrill Lynch’s Wealth Management hedge fund research and investment group, chairs the Hedge Fund Investment Committee and serves as a member of the Private Equity Investment Committee. In addition, Mr. Boggess serves as CEO of U.S. Trust Hedge Fund Management Inc. and Portfolio Manager for the Excelsior Multi-Strategy Hedge Fund of Funds and Series 1. Subsequent to Bank of America’s acquisition of U.S. Trust in 2007 and Merrill Lynch in 2008, he assumed responsibility for the combined hedge fund platform and analyst team. Previously from 2000 to 2003, he had served as Co-Director of Research at CTC Consulting, a subsidiary of U.S. Trust focusing on advisory services for ultra-high net worth families and been a Principal at Winston Partners, a Washington, D.C.-based alternative investment firm from 1996-2000. From 1995 to 1996, Mr. Boggess worked as a strategy consultant at the Advisory Board Company, a financial services and healthcare consulting firm. Previously, Mr. Boggess worked in research for the Capital Markets Regulatory Reform Project at the Center for Strategic and International Studies.
From 2004 until 2007, Mr. Boggess served as the Chair of the Education Committee of the Greenwich Roundtable, a non-profit organization focused on investor education about alternative investments. In this role, he served as an author or general editor of the three volume series of publications entitled “Best Practices in Hedge Fund Investing”: Due Diligence for Equity Strategies (2005); Due Diligence for Global Macro and Managed Futures (2006); and Due Diligence for Fixed Income and Credit Strategies (2007). He received his BA from the University of Virginia and has also done graduate work at the University’s Woodrow Wilson School of Foreign Affairs.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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June 11th, 2011
FOA Special Event: INVITATION ONLY
Private Briefing with Mike Milken
Limited Seating
Time: 11am – 12noon
Location: Westchester Country Club, Harrison NY
Picnic Lunch and Exhibition Tennis Match to Follow at Noon
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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July 7th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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July 12th, 2011
Family Office Association: INVITATION ONLY... FOA Bi-Monthly Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Presentation by: Joseph H. Morgart, Senior Vice President -
Alternative Investments Pyramis Global Advisors - A Fidelity Investments Company
Persentation title: Alternative Strategies: Development and Incubation
Joseph Morgart is senior vice president, Alternative Investment Strategies, at Pyramis Global Advisors, a unit of Fidelity Investments. In this role, he is responsible for product development, product positioning and sales and client service support for Pyramis alternative investment funds. Prior to assuming his current role in 2007, Joe was co-founder and managing partner of Boldwater Capital Management, an alternative investments firm focused on credit strategies for institutional clients, from its formation in January 2001 until November, 2007. Prior to co-founding Boldwater, Joe was with DB Alex Brown for seven years where he focused on a range of alternative investment strategies. Over his 20 year career, Joe also held positions at Anchor/Russell Capital Advisors, Bank of Boston, and IBM Corporation. Joe earned a Bachelor of Arts degree from Johnson State College and a Master?s degree in Business Administration from Northeastern University. He holds the Financial Industry Regulatory Authority (formerly NASD) Series 7 license.
Time: 12:00Noon – 2:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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July 13th, 2011
Family Office Association (FOA) Summer Global Retreat
INVITATION ONLY
Over the course of a half day session and dinner, members and special guests will have the freedom to speak and engage with other families and single family offices in private peer-to-peer sessions. This is an offering unique to FOA, and we encourage members to sign up (and SFO guests to apply) early as availability is limited.
Time: 1:00PM - 6:00PM
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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July 14th, 2011
Family Office Association (FOA) Summer Global Summit
Summit Chair:
Howard Cooper
Founder & Chairman, Cooper Family Office
Howard Cooper opened the Cooper Family Office after a successful career as an equities trader. He works with many other family offices cooperatively to source and evaluate new opportunities around the world. Howard is chairman of the Family Office Council at the NYU Stern School of Business; an advisor to the Princeton University Astrophysics Department; member of the board of directors at Florida Atlantic University; and chairman of the advisory council of the Astronomy Department at the University of Florida. He is also active on the boards of many foundations, and an advisory board member of the Family Office Association. Howard is an honors graduate of Princeton, and resides in Florida.
Featured Keynotes
Steven A. Cohen
Chairman and CEO, SAC Capital Advisors
Steven A. Cohen is the founder, Chairman and Chief Executive Officer of S.A.C. Capital Advisors, L.P., a research-driven investment management firm, based in Stamford, Connecticut. Founded in 1992 with nine employees and approximately $25 million in assets, SAC today has over 880 employees in the US, Europe and Asia, and manages over $12 billion in assets. SAC is built around a core position in Discretionary Long/Short Equities as well as Quantitative and other strategies.
Prior to founding SAC, Mr. Cohen headed his own trading division at Gruntal & Co., where he traded and managed proprietary capital for over 14 years.
Mr. Cohen received his B.S. in Economics from the Wharton School at the University of Pennsylvania. Mr. Cohen and his wife Alexandra are also the founders of the Steven and Alexandra Cohen Foundation, a private foundation and philanthropic organization dedicated to expanding access to health care, education and serving other critical community-based needs. In addition, Mr. Cohen serves on the Board of Trustees of Brown University and the New York-based Robin Hood Foundation, and is a member of the Painting and Sculpture Committee at MoMA.
Joel Greenblatt
Managing Principal and Co-CIO, Gotham Asset Management
Joel Greenblatt is a Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, LLC and the Managing Partner of Gotham Capital, which he founded in April 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School. Mr. Greenblatt serves on the Investment Boards for the University of Pennsylvania and UJA Federation, and is a director of Pzena Investment Management, Inc. He is the former Chairman of the Board of Alliant Techsystems. Mr. Greenblatt is the author of You Can Be a Stock Market Genius,The Little Book that Beats the Market, and The Big Secret for the Small Investor. He holds a BS and MBA from the Wharton School of the University of Pennsylvania.
Michael Novogratz
Principal, Fortress Investment Group
Michael E. Novogratz is a principal and a member of the board of directors of Fortress Investment Group LLC and Co-Chief Investment Officer of the Fortress Macro Fund and the Drawbridge Global Macro Fund. Mr. Novogratz joined Fortress in 2002 after spending 11 years at Goldman Sachs, where he was elected partner in 1998. Mr. Novogratz held the positions of President of Goldman Sachs Latin America, and the head of trading and risk management for fixed income, currencies and commodities and proprietary risk in Asia, where he lived from 1992 to 1999. Mr. Novogratz founded and serves as the Chairman of Board for Beat The Streets, a non-profit organization which builds wrestling programs in New York City public schools. Mr. Novogratz also serves on the board of the Acumen Fund, NYU Langone Medical Center, the Princeton Varsity Club, and the Hudson River Trust. Mr. Novogratz received an AB from Princeton University in Economics, and served as a helicopter pilot in the US Army.
Some of the topics to be covered include:
- Trends in Alternatives: “Featuring one of the managers profiled in The Big Short“
- Social Media and Protecting the Family Reputation
- The Art of Investing in Art: Imperial Chinese Porcelain
Time: 8:30AM - 6:30PM
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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July 18-20, 2011
OPAL Family Office/Private Wealth Management Forum
Hyatt Regency - Newport, Rhode Island
This is Opal’s premier conference for high net worth individuals and family offices in North America. Private investors and money managers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends. The Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, distressed real estate, direct energy and numerous other asset types. Opal will kick off the event with its 4th Annual America's Cup Regatta, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
Click here for more info
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July 21st, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by:
Terry Corcoran – Tundra Capital Partners, LLC- Partner, Portfolio Manager
Persentation title:
Food, Energy & Water- Investing in Resource Scarcity, The Critical Growth Market
for the 21st Century
Tundra PM, Terry Corcoran will discuss investing in a public market universe of companies associated with the growth themes of Food, Energy and Water. The relationships between these three are closely interwoven - for instance, energy intensity is tied to water and food production, water intensity is tied to energy and food production, and more recently, agricultural intensity is tied to energy production. These relationships are critical in the context of a rapidly emerging global middle class and growth of urbanization and consumerism. Tundra has a fundamental value approach and structures its portfolio both long and short, investing in innovative companies that provide greater resource efficiency.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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August 4th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation by:
David Guin, Partner and Head of US Commercial Group, Withers Bergman LLP
Persentation title:
SEC Final Rule on Family Offices: What You Need to Know
An in-depth session on one of the most significant rulings in many years.
David Guin has spent a great deal of time on this issue, and is recognized as an expert on the topic. Mr. Guin's practice focuses on securities law matters and devotes a significant amount of time to advising domestic and international families and family offices about their obligations under U.S. securities laws. David also represents domestic and international investment advisers, funds and operating companies with respect to securities law and transactional matters.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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August 11th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by:
David Guin, Partner and Head of US Commercial Group, Withers Bergman LLP
Persentation title:
SEC Final Rule on Family Offices: What You Need to Know
An in-depth session on one of the most significant rulings in many years.
David Guin has spent a great deal of time on this issue, and is recognized as an expert on the topic. Mr. Guin's practice focuses on securities law matters and devotes a significant amount of time to advising domestic and international families and family offices about their obligations under U.S. securities laws. David also represents domestic and international investment advisers, funds and operating companies with respect to securities law and transactional matters.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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September 8th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation: How to Attract, Keep and Grow Hedge Fund Talent Within a Family Office
Presenters will discuss current compensation trends, the value received by the family principals and how the hiring of a top quality CIO is often the precursor to the development of a world class Single Family Office investment business.
Presentation by: Adam Herz and Greg Coules
Adam Herz
President, Founding Partner, Hunter Advisors
Adam Herz is the founding partner of Hunter Advisors, and specializes in senior level placements within the global alternative asset management industry. Adam brings to his clients a vast breadth of experience dealing with all aspects of human capital for premier hedge funds. He helps to advise clients with strategic decisions related to management and growth issues. Additionally, he has helped provide capital introductions to seed nascent funds and then works closely with these funds and other firms as an advisor.
Adam graduated from Boston University with a BA in political science. He is also a Trustee of The Washington Institute for Near East Policy and is actively involved with several other charities.
Greg Coules
Managing Director, Hunter Advisors
(and Family Principal of His Family's SFO/Foundation)
Greg Coules joined Hunter Advisors as a Managing Director to co-lead recruiting for the Alternatives business as well as to lead the Family Office and Endowment practice. Most recently, he was an Event Driven Portfolio Manager at Brencourt Advisors, a multi-billion dollar, multi-strategy hedge fund. Previously, Greg was at Metropolitan Capital Advisors where he was Director of Research for the $400 Million event driven fund. Prior to Metropolitan, Greg was a VP at JP Morgan, where he was a Senior Distressed Analyst on the Bank Loan Trading desk. Prior to JP Morgan he was a VP at Morgan Stanley as the Broadcasting, Printing and Publishing Analyst within the High Yield division. At Morgan Stanley, Greg led the Broadcasting, Printing and Publishing team, which was awarded the #1 ranking in 2002 by Institutional Investor Magazine, and he was named the Best Up and Coming Analyst that same year. Greg began his career as an attorney at Skadden, Arps, Slate, Meagher and Flom.
Greg received an MBA from Harvard Business School, a JD from the University of Chicago Law School, and a BA in Economics with honors from the University of Chicago. Greg is a member of the Visiting Committee of the University of Chicago Law School, is on the Board of Directors of The Family Office Association and is a Senior Advisor to a Private Family Foundation focusing on major projects throughout the U.S. and Israel.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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September 8th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation: Navigating Volatility in the Markets with Hard Assets
Presentation by: R. Dennis Moon
National Executive, Managing Director of Specialty Asset Management Group
US Trust & Bank of America Private Wealth Management
Dennis Moon is the National Executive, Managing Director within the Specialty Asset Management Group at U.S. Trust, Bank of America Private Wealth Management. This includes the national fiduciary role for Real Estate, Farm & Ranch, Oil, Gas & Minerals, Timberland and Private Business Group. Mr. Moon joined Bank of America in August 2003. Prior to joining Bank of America, he was the Managing Director at Wachovia Bank, heading up their Specialty Asset Management Group. Mr. Moon is also a past President of the National Trust Real Estate Association (NTREA) and member of the National Council of Real Estate Investment Fiduciaries (NCREIF). Mr. Moon has over 30 years of experience in the direct management, investment, oversight and responsibility for specialty assets. He is a frequent speaker at conferences on the national and regional level. Mr. Moon graduated from Presbyterian College with a degree in Business Management and from the Executive Management Program at the Darden School of Business at the University of Virginia. He is also a Certified Property Manager (CPM).
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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September 13th, 2011
Family Office Association: INVITATION ONLY... FOA Bi-Monthly Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Presentation: The Outlook for Global Investing: Where do the Opportunities Lie Outside of the US?
Presentation by: Francisco Alfaro, Founder & PM, Miura Global
Tiger Cub, Francisco "Pasco" Alfaro, launched Miura Global in 2004 with seed capital from Julian Robertson. His 1.5BB fund invests globally throughout Europe, Asia and the US.
In the wake of the European debt crises, Greek bankruptcy, and US credit downgrade, Mr. Alfaro will discuss the challenges in the years ahead as well as candidates for investment in industries such as healthcare, energy efficiency and digital consumer.
Time: 12:00Noon – 2:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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September 22nd, 2011
Family Office Association: INVITATION ONLY...
Presentation: Emerging Alternative Managers: Their Importance in a Family Office Portfolio;
How to Source, Evaluate and Allocate
- How do single family offices gain access to emerging managers? Due diligence challenges, capacity to evaluate, business risks and risks mitigation techniques.
- What makes an emerging manager successful? Role of distribution and strategic partnerships.
- Pros/Cons of Do it yourself, Club Deals, Master Seed Funds, Hybrid
Presentation by: Eli Kent, Principal, Moody Aldrich Partners, LLC
Time: 12:00Noon – 2:00PM
Location: Boston, Massachusetts
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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October 13th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation by: Richard Breeden, Former Chairman of the SEC
Current Chairman &
CEO of Breeden Capital Management
This is a special private opportunity to hear the inside thoughts of a former Chairman of the SEC, who held a series of government posts during the administrations of Presidents Reagan, Bush and Clinton, on Washington, the upcoming elections, global leadership and so much more. Mr. Breeden rarely speaks to audiences of any size, and we are privileged to have him address and engage with such an intimate group.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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October 13th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation: Investing in Uncertain Times - Liquidations, Structured Finance and Tail Protection
Presentation by: Joseph A. LaNasa III (“Jody”) Founder & Managing Partner,
Serengeti Asset Management
Joseph (“Jody”) LaNasa is the founder and managing partner of Serengeti Asset Management, a New York based manager specializing in opportunistic investing across multiple asset classes, including distressed / performing debt, equities and structured finance. Founded in 2007, and now managing $900mm, Serengeti has three differentiated fund products with varying exposures to their best ideas and liquidity terms.
Prior to launching Serengeti, Jody was a nine-year Goldman Sachs veteran (1997-2006) who was elected a Managing Director in 2002 and a Partner in 2004. Jody headed the Multi-Strategy Investing Business (“MSI”) within Goldman Sachs Americas’ Special Situations Group. MSI was a multi-billion dollar proprietary investment business that focused on a broad range of opportunistic and fundamental value investments primarily in equity and debt securities, including derivatives and distressed debt.
Jody graduated with a J.D. magna cum laude from Harvard Law School in 1994 and a B.S.F.S. summa cum laude from Georgetown University’s School of Foreign Service in 1991. Jody serves on the Dean’s Advisory Board for Harvard Law School and on the Board of Regents of Georgetown University.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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October 25th, 2011
Family Office Association: Special Event
FOA West Coast Roundtable (Beverly Hills)
INVITATION ONLY
Featured Session
*How to Profit in an Uncertain World
Protecting the Single Family Office Portfolio in Treacherous Markets, While Still Making Money
Howard Cooper
Founder & CEO, Cooper Single Family Office
The Cooper Single Family Office is invested globally in 80 hedge funds, direct company investments and other alternatives. Since the crash of 1987, the Cooper Single Family Office has employed a full measure of hedging and tail-risk protection to ensure against market tumult. They attempt to hedge-out short-term risks and run a dynamic investment approach that includes constant monitoring of managers and a diligent program of pursuing and evaluating new managers around the world.
Other topics include
*Investing in Asian Equities for Single Family Offices
Keynote: Rodolfo Martell
Director of Emerging Market Equity Strategies, BlackRock
*Where Do We Go From Here? Asset Class Performance During Periods of Deleveraging
Keynote: John Bailey
Founder & CEO, Spruce
*The Big Picture, Investing in an Uncertain World
Keynote: Ric Kayne
Chairman & Founder, Kayne Anderson Capital Advisors
*Fireside Chat: The Modern Single Family Office (Global Investors)
Featuring: Andrew Tsai
Managing Principal, Chalkstream Capital
Family Office for Peter Muller
Fireside Chat: The Endowment Model of Investing for SFOs - What Went Wrong?
Keynote: Featuring: Kenneth J. Frier, CFA
Former Chief Investment Officer, Stanford Management Company
Former Chief Investment Officer, Hewlett Packard Company
Roundtable Chair
Lisa Firestone
Family Principal & Executive Director, Firestone Foundation & Firestone Family Portfolio
Time: 3:00pm - 6:30pm Followed by Cocktails and Dinner (6:30pm - 9:00pm)
Location: Beverly Hills Wilshire, Beverly Hills, California
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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October 27th, 2011
Family Office Association: Special Event
FOA West Coast Roundtable (Palo Alto)
INVITATION ONLY
Featured Session
*How to Profit in an Uncertain World
Protecting the Single Family Office Portfolio in Treacherous Markets, While Still Making Money
Howard Cooper
Founder & CEO, Cooper Single Family Office
The Cooper Single Family Office is invested globally in 80 hedge funds, direct company investments and other alternatives. Since the crash of 1987, the Cooper Single Family Office has employed a full measure of hedging and tail-risk protection to ensure against market tumult. They attempt to hedge-out short-term risks and run a dynamic investment approach that includes constant monitoring of managers and a diligent program of pursuing and evaluating new managers around the world.
Other topics include
*Where Do We Go From Here? Asset Class Performance During Periods of Deleveraging
Keynote: John Bailey
Founder & CEO, Spruce
*Investing in Asian Equities for Single Family Offices
Keynote: Jeff Shen
Manging Director, Asia Pacific & Emerging Markets Equity Team,
Asia Pacific Executive Committee Member, Blackrock
*The Big Picture, Investing in an Uncertain World
Featuring: Ric Kayne
Chairman & Founder, Kayne Anderson Capital Advisors
*Fireside Chat: The Modern Single Family Office (Global Investors)
Featuring: Andrew Tsai
Managing Principal, Chalkstream Capital
Family Office for Peter Muller
Roundtable Chair
Chris Jackson
President, SFG Asset Advisors (Single Family Office)
*Chairman's Corner
Keynote: Renaud Laplanche
Founder & CEO, Lending Club
Time: 3:00pm - 6:30pm Followed by Cocktails and Dinner (6:30pm - 9:00pm)
Location: Four Seasons, Palo Alto, California
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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November 2nd, 2011
Family Office Association (FOA) Fall Global Retreat
INVITATION ONLY
Over the course of a half day session and dinner, members and special guests will have the freedom to speak and engage with other families and single family offices in private peer-to-peer sessions. This is an offering unique to FOA, and we encourage members to sign up (and SFO guests to apply) early as availability is limited.
Time: 12:00PM - 6:00PM
*Complimentary lunch (12:00Noon - 1:00pm), Program begins at 1:00pm
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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November 3rd, 2011
Family Office Association (FOA) Fall Global Summit
Summit Chair:
Howard Cooper
Founder & Chairman, Cooper Family Office
Howard Cooper began his career aggressively trading equities for his own account, becoming a full-time trader in the mid-80s. In 2006, Mr. Cooper established a single-family office to manage his family assets, which were derived from his stock trading endeavors. His SFO has transitioned to global investing primarily in alternative investments, including hedge and private equity funds. He is an honors graduate of Princeton University. Mr. Cooper's spare time is devoted to his favorite philanthropic endeavor of supporting music and art education among underprivileged students, and he has established a family foundation to support these causes.
Featured Keynotes
Morning Keynote: James Chanos
Founder & Managing Partner, Kynikos Associates LP
Afternoon Keynote: Sam Zell
Chairman, Equity Group Investments
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
Some of the topics to be covered include:
- Farmland Investing for Single Family Offices
- Global Market Outlook: Featuring Special Guests, Jeff Applegate, CIO, Morgan Stanley, Smith Barney and Joseph Quinlan, Chief Market Strategist, US Trust & Bank of America Private Wealth Management
- Art Law: Featuring One of the World's Leading Authorities on Art Law, Ralph Lerner, Partner, Withers Bergman
- Leading Hedge Fund Managers Special Forum Session
NEW: Expanded Private Closed Door Peer-to-Peer Sessions. Multiple Morning Sessions Featuring Several Discussant Leaders Including Howard Cooper, Founder and CEO, Cooper Family Office.
Time: 8:00AM - 6:30PM Includes Continental Breakfast, Lunch and Late Afternoon Cocktail Hour
Private FOA Hosted Dinners After the Summit. Limited Seating.
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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November 8th, 2011
Family Office Association: INVITATION ONLY... FOA Bi-Monthly Luncheons
at the Homestead Inn in Greenwich Co-Hosted by: Fidelity Family Office Services
Bruce Richards
Co-Managing Partner & Chief Executive Officer, Marathon
Bruce Richards is a Co-Managing Partner and the Chief Executive Officer of Marathon, and is responsible for general oversight of the firm?s capital across its funds and managed accounts. Mr. Richards leads Marathon?s Executive Committee, which manages the firm?s operational initiatives and its strategic direction, and he is also a member of Marathon?s Investment Committee. Mr. Richards? day-to-day presence is critical in maximizing the firm?s synergies and leveraging the intellectual capital throughout the firm.
Marathon is a global credit manager with approximately $10 billion of capital under management opportunistically investing in the global credit markets. Our business is guided by our fiduciary responsibility to our investors, an intensive research-based investment approach, prudent risk management discipline and a firm wide commitment to operational excellence. The firm was founded in 1998 by Bruce Richards, CEO & Louis Hanover, CIO and has 125 employees with offices in New York, London and Singapore.
Time: 12:00Noon – 2:00PM
Location:Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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November 10th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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November 16th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation: Long/Short Event Driven Investing Opportunities in a Volatile Market
Presentation by: David Ford, Co-Founder and Portfolio Manager, LatigoPartners LP
Mr. Ford is a Founding Partner and Co-Portfolio Manager of the Funds. Prior to forming LatigoPartners, L.P. in 2005, Mr. Ford was a Principal and Portfolio Manager at Satellite Asset Management. Mr. Ford joined Satellite in 2002 from OchZiff Capital Management and was in charge of all credit and distressed related investments at the firm. At OchZiff , Mr. Ford was responsible for the launch of the distressed component of the firm's fixed income business in 2000. From 1994-1999 Mr. Ford was the Portfolio Manager of ING Barings. North American proprietary distressed securities and merger arbitrage portfolios. He holds a B.A. in economics from the University of Connecticut and received an MBA from the Columbia University Graduate School of Business, where he has been a frequent guest lecturer on distressed investing.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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December 1st, 2011
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation: Accessing Alpha Through Mortgage Arbitrage Strategies
Presentation by: Peter Guan, Ph.D., Senior Portfolio Manager,
Mortgage Derivatives Securities ING Investment Management
Peter Guan is a Senior Portfolio Manager and Head of Mortgage Derivatives Group, which manages a $5 billion mortgage derivative book for ING as well as external clients. Before joining ING IM in 2004 Peter worked at Citi Alternative Investment group where he managed a portfolio of mortgage products while designing a platform and strategy for a mortgage hedge fund. Prior to Citi he worked at the Clinton Group, a New York-based hedge fund, involved in research, trading and portfolio management, including mortgage derivatives and other mortgage products. Peter earned a B.A. in Mathematics at Ocean University of China, a M.S. in Computational Finance at Carnegie Mellon University and a Ph.D. in Mathematics at the University of South Florida.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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December 8th, 2011
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Presentation: Effective Philanthropy
Presentation by: Gillian Howell and Megan Watkins, U.S. Trust
Gillian R. Howell, Private Philanthropy Executive
Gillian Howell is the Private Philanthropy Executive at Bank of America US Trust, Philanthropic Solutions. Drawing on her 20 years of charitable management experience, Ms. Howell leads a team of seasoned philanthropic specialists and experts. Her experience is both deep and broad and includes philanthropic advisory, strategic planning, fiduciary, risk management, and private banking. In her current role she is responsible for client service and growth of the private philanthropy business at Bank of America Merrill Lynch.
Megan Watkins, Strategic Philanthropy Advisor
Megan Watkins is a Strategic Philanthropy Advisor at Bank of America Merrill Lynch Philanthropic Management. She brings 12 years of non-profit and philanthropic experience to her position. This experience includes philanthropic advisory, strategic grantmaking, and international and domestic program development and policy work in the private and non-profit sectors.
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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January 12th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presentation
Real Estate Recovery
Presentation by
Matthew D. Bass, Vice President, Alliance Bernstein
Mr. Bass is a Vice President at AllianceBernstein where he is focused on the firm's efforts in residential real estate and is the Chief Operating Officer of the AB Recovery Asset initiative. Previously, Mr. Bass was a Program Director at the U.S. Department of the Treasury, where he was responsible for the design and implementation of various real estate and real estate capital markets programs. Prior to joining the Treasury in 2009, Mr. Bass was a Vice President at the Blackstone Group's GSO Capital Partners unit, where he was involved in analyzing, evaluating and executing private debt and equity investments. He began his career in the Financial Institutions Investment Banking Group at UBS Investment Bank. Mr. Bass holds a BS in finance from Lehigh University.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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February 1st, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presenting Managers
Shawn Stoval,
Co-Founder and Managing Partner, Varden Pacific LLC
Shawn Stoval is a co-founder and Managing Partner of Varden Pacific LLC, the investment management company for Varden Pacific Opportunity Partners I LP. Mr. Stoval co-founded Varden Pacific in 2010 with fellow Managing Partners, Dennis Lin and Brad Scelfo. Prior to Varden Pacific, Mr. Stoval was the Head of Morgan Stanley’s North American Client Trading Group, a top producing Structured Credit trading team focused on the structuring, trading and risk management of synthetic corporate credit. Mr. Stoval also led Morgan Stanley’s proprietary trading efforts in distressed Structured Credit during the credit crisis. Mr. Stoval was a Robert C. Byrd Scholar while at Yale, and graduated 1998 with an Intensive BA in Molecular Biophysics & Biochemistry. He received a M.B.A. from Stanford University in 2004, receiving academic distinction each quarter.
Jay R. Petschek
Founder and Principal, Corsair Capital Management LLC
Jay R. Petschek, 52, is the founder and a Principal of Corsair Capital Management LLC, the General Partner of Corsair Capital Partners, LP. Mr. Petschek founded this investment partnership in 1991 at which time he was a Senior Managing Director at Ladenburg Thalmann & Co. Inc., responsible for the firm’s proprietary asset management activities and a member of Ladenburg’s Board of Directors and Executive Committee. Mr. Petschek joined Ladenburg in 1984, spending ten years in corporate finance and two years as Director of the firm’s Research Department. Prior to joining Ladenburg, Mr. Petschek was an Assistant Treasurer in the World Corporate Department at Bankers Trust Company. Mr. Petschek serves on the Board of Directors of the Boyar Value Fund, an open-ended public mutual fund. He graduated cum laude from Harvard College in 1980 with a B.A. in Applied Mathematics and received an M.S. in Management from the Sloan School of Management, M.I.T. in 1982.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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February 8th, 2012
Family Office Association: INVITATION ONLY...
FOA Cocktails and Dinner Event
Real Assets Dinner - Diamonds
The diamond market has changed dramatically in the last few years. Many members are
curious if there are hard assets outside of gold that could ensure capital preservation. Come and
have dinner with a leading expert who will give us an overview of the changes in the global
diamond market.
Raymond Simpson
Harry Winston
Diamond Asset Advisors
Ray is currently Executive Vice-President of Harry Winston Diamond Corporation and Chief Operating Officer (COO) of Harry Winston Inc. Ray has over 20 years of experience in the diamond industry. In 2003, Ray joined Harry Winston Diamond Corporation (formerly Aber Diamond Corporation), then a junior diamond mining company listed on the Toronto Stock Exchange, to head their strategic expansion into retailing. This initiative resulted in the purchase of the iconic jeweler Harry Winston in 2004 with Ray assuming the role of Chief Operating Officer. In 2007, Aber dual-listed on the New York Stock Exchange re-naming the whole mining and retail company Harry Winston Diamond Corporation. He will shortly join Diamond Asset Advisors as Managing Director and shareholder.
Ray started his career with diamond giant De Beers and has a Sloan Fellowship Masters degree from London Business School and a B.Sc. in Mathematics from Bristol University.
Time: 6:00PM – 8:00PM
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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February 16th, 2012
Family Office Association: Special Event
FOA Palm Beach
Featured Sessions
Highlighting the event will be several multi-manager session, providing families an opportunity to hear and evaluate the market views and analyses of emerging, uncorrelated and under-the-radar managers. They will be interviewed by Howard Cooper, a global SFO investor who has invested in over 100 hedge and private equity funds in his SFO. Managers will be asked to explain their favorite investment theses, outstanding ideas, discuss their views on commodities and tail risk and state how portfolios can profit in the new normal of volatile markets. Group discussions among participating single family offices will provide attendees with an opportunity to share and learn how other families are approaching and adapting to a new investment landscape.
Keynote Speaker
Joel Greenblatt
Managing Principal and Co-CIO, Gotham Asset Management
Participants include PM's from
- Winston Capital Partners
- Gargoyle Hedged Value Fund
- KeyPoint Real Estate Opportunity Hedge Fund
- Balcony Partners
- Kelvingrove Partners
- Pamli Capital Management
- Chapel Gate
- Varden Pacific
Roundtable Chair
Howard Cooper
Founder & CEO, Cooper Family Office
(A Single Family Office Perspective)
Time: 8:00am (Continental Breakfast), 9:00am - 4:30pm program, followed by Cocktails
Location: Ritz, Palm Beach, Florida
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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March 1st, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Presenting Managers
Faisal Syed
Founder, PAMLI Capital Management LLC
Faisal Syed is the founder of PAMLI Capital Management. Previously, Mr. Syed was a Managing Director and Portfolio Manager at Highbridge Capital Management. At Highbridge, Mr. Syed built and ran the Credit Relative Value Strategy and was Co-Manager of the Highbridge Fixed Income Opportunity Fund. He managed peak combined assets of $1.2 billion and generated positive annual returns from 2006 to 2009, including 2008. During his tenure at Highbridge, Mr. Syed focused on relative value and directional trading strategies across credit and capital structure, emerging markets, and structured credit products. Mr. Syed also orchestrated the development of platforms for risk and portfolio management, trading and operations used by the credit and fixed income businesses. He was also involved in portfolio financing and prime brokerage selection for the businesses. Mr. Syed graduated with a BS in Business from the University of Mumbai in India and holds an MBA in Finance from Northeastern University.
Joseph J. Farley
Portfolio Manager & Managing Member, Kelvin Grove Partners LLC
Joseph J. Farley, Mr. Farley is a Founder and Managing Member of Kelvingrove Partners, LLC. Before founding Kelvingrove, he was a Managing Director and Portfolio Manager at Private Capital Management, LLC where he managed assets in excess of $10 billion. Prior to PCM, he was an Executive Director of Equity Research at Morgan Stanley. Mr. Farley held similar positions with Donaldson, Lufkin & Jenrette and UBS Securities and has been recognized as a leader in his field including frequently being voted to Institutional Investor's Research Team.
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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March 21st, 2012
Family Office Association: Special Event Rubin Museum of Art
FOA Manhattan
Featuring
Former New York Governor Paterson
Time: 5:30PM – 8:00PM
Location: Rubin Museum of Art, Manhattan, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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March 28th, 2012
Family Office Association (FOA) Spring Global Retreat
Over the course of a half day session and dinner, members and special guests will have the freedom to speak and engage with other families and single family offices in private peer-to-peer sessions. This is an offering unique to FOA, and we encourage members to sign up (and SFO guests to apply) early as availability is limited.
Special Keynotes
Jim Rickards
Author of “Currency Wars: the Making of the Next Global Crisis”
Patricia Angus
Founder, Angus Advisory Group
Howard Cooper
Global SFO Investor
Charles (“Chuck”) L. Bennett
Alumni Centennial Professor of Physics and Astronomy and
a Gilman Scholar at the Johns Hopkins University
Jacqueline Novogratz
Founder and CEO, Acumen Fund
Retreat Chairperson: Greg Coules, Managing Director and Head of the Family Office Recruiting Practice and Co-Leader of the Hedge Fund Practice Hunter Advisors
Time: 12:00PM - 6:00PM
*Complimentary lunch (12:00Noon - 1:00pm), Program begins at 1:00pm
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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March 29th, 2012
Family Office Association (FOA) Spring Global Summit
CLICK HERE TO APPLY TO ATTEND
Featured Keynotes
Clifford S. Asness, Ph.D.
Managing & Founding Principal, AQR Capital Management
Rick M. Rieder
Chief Investment Officer of Fixed Income, Fundamental Portfolios, BlackRock
Victor Niederhoffer & Galt Niederhoffer
Special musical performance of songs about investments and speculation
John Phelan
Co-Managing Partner & Co-Founder, MSD Capital
Closing Keynote: Steve Tananbaum
Managing Partner & Chief Investment Officer, GoldenTree Asset Management
Summit Chair: Greg Coules
Managing Director, Co-Head Family Office & Endowment Practice, Hunter Advisors
Some of the topics to be covered include:
- Roundtable Session with Alpha Generating Managers
- Tax Efficient Hedge Fund Strategies Utilizing Private Placement Life Insurance
- Fireside Chat SFOs on Investing in Challenging Markets
- Fixed Income Strategies for SFOs
NEW: Expanded Private Closed Door Peer-to-Peer Sessions. Multiple Morning Sessions Featuring Several SFO Discussant Leaders.
Time: 8:00AM - 6:30PM Includes Continental Breakfast, Lunch and Late Afternoon Cocktail Hour
Private FOA Hosted Dinners After the Summit. Limited Seating.
Location: Greenwich Country Club, Greenwich CT
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 4th, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Keynote Speakers
Ike Kier
Founder, Chief Executive Officer
and Co-Portfolio Manager, Kier Global
Ilya Zaides, Esq.
Chief Investment Officer
and Co-Portfolio Manager, KG Funds
Eric Roberts
Founding Partner
Valence Life Sciences, LLC.
Scott Morenstein
Partner
Valence Life Sciences, LLC
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 17th, 2012
Family Office Association: Special Event
FOA Los Angeles
Keynote Speakers
Joel Greenblatt
Managing Principal and Co-CIO
Gotham Asset Management
David Rosenberg
Chief Economist & Strategist
Gluskin Sheff + Associates Inc.
Special Presenter
Timothy Lappen
Founder & Chairman Family Office Group
Jeffer Mangels Butler & Mitchell LLP
Chairperson
Adam Stern
Family Principal
Adam Stern and his family have been associated with Oakmont Corporation for 8 years. Oakmont is a Los Angeles based family office that services two multi-generational families. As a client, Adam has been actively involved with Oakmont and serves as a trustee and provides investment oversight of several multi-generational trusts for his family. He is actively involved in building, diversifying and protecting his family?s estate. This ranges from public market investments and hedging, to sourcing limited partnerships in diverse global hedge funds, private equity and venture funds. As a big proponent of direct company investing, Adam has vetted and actively monitors direct angel investments in a diverse group of businesses such as companies developing algorithmic global locations and unique social network shopping, to more traditional leveraged finance investing in bathroom supplies and go-cart tracks, and even Major League Baseball, where his family is a part owner of the Milwaukee Brewers.
Time: 8:00am (Continental Breakfast), 9:00am - 5:30pm program, followed by Cocktails and Dinner (5:30pm - 8:30pm)
Location: Beverly Wilshire Hotel, Los Angeles, California
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 19th, 2012
Family Office Association: Special Event
FOA San Francisco
Keynote Speakers
Michael Moritz
General Partner, Sequoia Capital
Timothy C. Draper
Founder & Managing Director, Draper Fisher Jurvetson
Chairperson
Paul R. Perez
Paul R. Perez, CFA, began his career in investment management and advisory twenty years ago after graduating from the Graduate School of Business of Stanford University. He is a Founding Member and Senior Advisor at FTA Partners, a $1B multi-family office founded in 2011. Prior to FTA, Mr. Perez was the founding CIO of two single family offices, the CEO/CIO of a multi-family office, a member of the Investment and Management Committees and the Director of Strategic Initiatives at HRJ Capital and a Managing Director US Trust Company of New York.
Time: 12:00Noon - 6:15pm Followed by Cocktails and Dinner (6:15pm - 8:30pm)
Location: University Club, San Francisco, California
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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April 24th, 2012
Special Event
FOA Manhattan Cocktails & Dinner Event
Featured Speakers
Brett T. Graham
Managing Partner & Chief Investment Officer, Vertical
Beth A. Ferraro
Partner & Senior Portfolio Manager, Vertical
Art Solomon
Chairman & CEO, The DSF Group, DSF Capital Partners IV LP
Time: Cocktails 5:30pm – 6:00pm Followed by Dinner & Program, 6:00pm – 8:00pm
Location: Harvard Club, New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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May 2nd, 2012
Family Office Association: INVITATION ONLY... FOA Monthly NYC Luncheon Presentation &
FOA Member Led Investment Peer-to-Peer Dialog
Time: 12:00Noon – 2:00PM
Location: New York City, New York
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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May 15th, 2012
Family Office Association: Special Event
FOA Dallas
Open Keynote:
David Rosenberg
Chief Economist & Strategist,
Gluskin Sheff + Associates Inc.
Mid Day Keynote
Mark Hart III
Chairman & CIO,
Corriente Capital
Closing Keynote
Victor Sperandeo
"Trader Vic", Author & Trader, Founder & CEO,
Alpha Financial Technologies
Time: 8:00am (Continental Breakfast), 9:00am - 5:00pm program, followed by Cocktails and Dinner (5:00pm - 7:30pm)
Location: Rosewood Mansion on Turtle Creek, Dallas, Texas
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.com / 203-570-2898
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