Pre-Summit Special Session (must reserve ahead as space is limited):
"Why Washington is Talking Tax Reform: Are Your Taxes Going Up?"

Featuring:
James Carlisle, Senior Vice President, Bank of America’s Federal Government Relations Group
Mary S. Wall, SVP & Wealth Strategist, U.S. Trust, Bank of America Private Wealth Management

CONTINENTAL BREAKFAST

Summit Open by:
Angelo J. Robles & Joseph Reilly, Family Office Association

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 single 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

Morning Keynote
Michael E. Novogratz, Principal & Member Board of Directors,
Fortress Investment Group

“Alpha Generating Strategies by Leading Managers”

Moderated by:
Brian Z. Barr, Hedge Fund Analyst, Wolfson Group (SFO)

Featuring:
Greg Lippmann, CIO & Portfolio Manager, LibreMax Capital & featured in
NY Times best seller “The Big Short”
Greg Hopper, Senior Portfolio Manager & Head of High Yield Strategy,
Artio Global Management
William R. Gurtin, CEO, CIO & Managing Director, Gurtin Fixed Income

MORNING BREAK

“Emerging Markets Opportunities for Single Family Offices”

Moderated by:
Howard Cooper, Founder & Chairman, Cooper Family Office

Featuring:
Dan Aronson, Director, Cross Asset Solutions, Societe Generale
Terrence P. Duffy, CEO & CIO, Lionhart Advisors Group
James Donald, CFA, Managing Director & Portfolio Manager, Lazard

“The Art of Investing in Art: Imperial Chinese Porcelain”

Featuring:
William Carey, President, Xiling Group
Bruce Wilcox, Managing Member, Xiling Group

LUNCH

“Community Bank Investing: The Cycle is Here and the Time is Now”

Featuring:
Peter B. Cook, CFA & Chief Investment Officer, Performance
Trust Investment Advisors
Michael F. Rosinus, Managing Director, Performance Trust Investment Advisors

Afternoon Keynote
Joel Greenblatt, Managing Principal & co-CIO, Gotham Asset Management

AFTERNOON BREAK

"Social Media: Legal, Reputational & Risk Management for SFOs & Families"

Featuring:
Marcy Hall, Vice President, Private Client Advisor, Family Office
HUB International Personal Insurance
JoAnna M. Esty, Partner, Lewis Brisbois, Bisgaard, & Smith, LLP
Michelle Jordan, Founder & President, Jordan LLC

Closing Keynote
Steven A. Cohen, Chairman & CEO, SAC Capital Advisors

COCKTAIL HOUR

Hosted by:
New Country Porsche of Greenwich