2016 Family Office Association Napa

**Disclaimer – This event is invitation only and requires RSVP confirmation in advance. Please contact angelo@familyofficeassociation.com for more information about this event and to confirm your attendance. If you are not preregistered and approved you will not be admitted to the event. 

Monday October 24-Tuesday October 25

Scroll for complete information or Download the PDF here.

RSVP to the 2016 Family Office Association Napa Event – Members Only

 

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Monday, October 24 – Families & SFOs ONLY

For session times and social activities, please see the PDF agenda here: 2016 Family Office Association Napa Agenda

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“Organic Farmland, Renewable Energy and Water”

Michele Demers, CEO Boundless Impact

 

 

Tuesday, October 25

For session times and social activities, please see the PDF agenda here: 2016 Family Office Association Napa Agenda

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Special Presentation on the SFO Best Practices Checklist

Angelo J Robles, CEO and Founder, Family Office Association

Randy Abeles, National Family Office Practice Leader, RSM

 

“The Year Ahead: Investing Success in 2017”

Brian LoRocco, Partner Clear Sky Capital & SFO

Joshua Benaim, Partner, Aria Development Group & SFO

 

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“Trying to Change the World: What I Learned at the Clinton Foundation”

Eric Nonacs

 

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“Generational Opportunities: Investing in Income Producing Land”

Jim Taylor, Hall & Hall

 

 

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“HR Best Practices: Building, Retaining and Compensating a World Class SFO Team”

 

Lynn Christensen, Bayshore Global

Trish Botoff, Founder, Botoff Consulting

Listen to Family Office Association Podcast Volume 1 with Lynn Christensen on Internal HR for SFOs.

 

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“Debating the Endowment Investing Model: Institutional Investor vs. Family Office

 

 

Ken Frier, CIO Atlas

Gretchen Tai, CIO, Hewlett Packard

Check out “A Dynamic Approach to Investing” and ” The Endowment Model and SFOs,” by Frier and Tai, two of our most popular white papers.

 

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“Saving Our Most Precious Resource: Children”

Scott Fifer, Executive Director, Go Campaign

 

 

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“Advanced Tax Best Practices for Sophisticated Single Family Offices”

Paul Morelli, Founder, Vernal Point Advisors

 

 

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Keynote: “The Energy Markets, What to Expect in 2017”

Arthur Budge Jr., Founder, Five States Energy

 

 

“Muni-Bond Thought Leader Discusses Tax Efficient Investing Best Practices”

Speaker TBA

 

 

 

 

RSVP to the 2016 Family Office Association Napa Event – Members Only

 

2016 Family Office Association Napa Location

 

The 2016 Family Office Association Napa event will be held at the beautiful Carneros Inn in Napa, California. Please see below for the address, map and to get directions.

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