May the Force(s) be with you
The pandemic may be largely behind us (for now), but that doesn’t mean the current environment is any less chaotic.
Family office investors are up against choking supply chains and rising inflation, to geopolitical tensions and increasing inequality, all creating vast uncertainties in the market. Midterm elections in November will make 2022 even trickier by adding another layer of uncertainty to the investing mix - if congressional shifts republican, what is the impact on policy, laws and foreign relations, and the stock market? And how does that affect you and your investments?
The combination and magnitude of these events leave us with some burning questions: How can family offices build resilience into their portfolios with all that is at play? Where are investment opportunities to be found among the chaos? How should families be thinking about future wealth preservation and generation?
The 19th Annual Institutional Investor Family Office Wealth Conference will aim to address these questions and zero in on the present investment opportunities amid the increased risks. Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those critical issues facing family members and executives. Topics under discussion include the current macro landscape, alternatives, private markets, cryptocurrencies and blockchain, biotech, healthcare, among others.
At the Family Office Wealth Conference, we strive to foster a family-to-family dialogue and provide a physically safe space for thoughtful, intellectual discussions to help us get through this together.
We hope you will be able to join us on September 19-20, 2022.
Assumption of Risk
An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found HERE.
Bei Saville, Chief Investment Officer, Fingerboard Family Office
Markus Kalina, Managing Director, Atalo Capital
Clay Bradley, Vice President, Eno Farms, Inc
Richard Feldman, Managing Director, Rijo Investment Group
Clive Fleissig, President and Co-Founder, Rochester Advisors
Tommy Mayes, Executive Advisor, Sungate Capital LLC
Michelle Clements, President, Synergy Trust Partners
Fritzi Hallock, Principal, The Greenland Corporation
Doit Koppler, Managing Director & Treasurer, Third Security LLC
Lopa Desai, Managing Director, Niraat
Matthew Hayden, Founder & Owner, Sea Purity Investments
Ned Brines, Chief of Investment Strategy, Arnel & Affiliates
Ben Peters, Vice President, Cameron Holdings
Ellie Peters, Vice President, Cameron Holdings
Andrea Liu, Li Family Office
Kerri Scott, COO, Mt Vernon Investments
Robert Terrell, Director of Investments, Karlin Asset Management
Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.
For Family Offices interested in participating, please contact:
Executive Director, Head of Wealth Management
+1 646 552 0419
For Asset Managers interested in becoming a sponsor, please contact:
Senior Executive Director
+1 646 634 8464