LUNCH

Roundtable Open by:
Angelo J. Robles, CEO, Family Office Association and
Joseph Reilly, Family Office Association

FOA West Coast Roundtable Chair:
Matt Donaldson, Founder DE II

Opening Keynote:
Peter Thiel, Founder & President, Clarium Capital Management

BREAK

"Accelerated Wealth Transfer and International Tax Strategies for Entrepreneurs, Tech Entrepreneurs and Family Offices"

Co-Presentation by:
Thomas J. Handler, J.D., P.C., Chairman, Advanced Planning &
Family Office Practice Group, Handler Thayer, LLP and
Tom van Loben Sels, CPA, Partner, Apercen Partners LLC

BREAK

"The Bridge Between Wealth Creation and Wealth Preservation"

Co-Presentation by:
Dune Thorne, CWS, CTFA, Managing Director, Silver Bridge Advisors and Laurent Roux, Founder & CEO, Gallatin Wealth Management

"Single Family Office and Direct Family Private Closed Door
Peer-to-Peer Session"

Closing Keynote:
John H. Burbank III Chief Investment Officer, Passport Capital LLC

Dinner