"Managing Wealth Across Generations, Lessons From 50 Years of Asset Management Experience"
Special Interviewer: Maria Elena Lagomasino, CEO, Genspring
Interviewees: Stephen Rogers, Co-founder, RogersCasey Don Rogers, Founder & Managing Partner,
Stride Capital
1:30pm -
2:00pm
"Emerging Markets
Investing for Single Family Offices: Interview With
One of the World's Most Successful and Longest Tenured
Emerging Markets Investors"
Featuring: Marko Dimitrijevic, Founder & President,
Everest Capital
2:00pm -
2:30pm
"Global Alpha:
Interview With Legendary Wall Street Investor"
Featuring: Mark Fisher, Founder & CEO, MBF
Asset Management
2:30pm -
2:45pm
Break
2:45pm -
3:15pm
"The Future of
the Single Family Office"
Interview With: Charles Lowenhaupt, Founder & CEO,
Lowenhaupt Global Advisors
3:15pm -
3:45pm
"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
3:45pm -
4:15pm
"Family Philanthropy"
Interview With: Lisa Firestone, Family Principal,
Firestone Family Foundation
4:15pm -
4:30pm
Break
4:30pm -
5:00pm
"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"
5:00pm -
5:30pm
"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
5:30pm -
6:00pm
Peer-to-Peer Session
Led by: Juan Martinez, Chairman of the Board, PREBEL, his family’s
third-generation family business
