20th Annual Family Office Wealth Conference

Sep 17th - Sep 19th 2023
Montage Laguna Beach Resort
Laguna Beach, CA

The 20th Annual Institutional Investor Family Office Wealth Conference will offer a forum in which a variety of perspectives, ideas and viewpoints will be provided on these and other topics essential to affluent families’ overall success. Through a series of expert presentations and panel discussions, familiy-only working groups and idea labs, seasoned family office executives and family members will examine the issues likely to have the biggest impact on their wealth, their lifestyle, and the legacy they are able to leave for future generations.

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.


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.

Register for this Event

Session Details
September 17, 2023

Family-Office Only Roundtables
3:00 PM - 4:00 PM
America/Los Angeles
Cocktail Reception
5:00 PM - 7:00 PM
America/Los Angeles
September 18, 2023

Breakfast & Registration
8:00 AM - 9:00 AM
America/Los Angeles
AM Sessions
9:00 AM - 12:00 PM
America/Los Angeles
12:00 PM - 1:30 PM
America/Los Angeles
PM Sessions
1:30 PM - 5:00 PM
America/Los Angeles
Cocktails & Dinner
5:00 PM - 8:00 PM
America/Los Angeles
September 19, 2023

AM Sessions
9:00 AM - 12:30 PM
America/Los Angeles
Lunch & Guest Speaker
12:30 PM - 2:00 PM
America/Los Angeles

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2023 Advisory Board

Markus Kalina, Managing Director, Atalo Capital (New York, NY) 

Ned Brines, Chief of Investment Strategy, Arnel & Affiliates (Los Alamitos, CA) 

Ron Macleod, Managing Partner, Chief Operating Officer, Managing Trustee, Baciu Family Capital and Management (Orange County, CA)

Mehmet Budak, Founder & Chief Investment Officer, Bessley Capital, LLC (Alexandria, VA)

Avinash Sarwal, Chief Investment Officer, Bikaner Advisors (Montreal, Canada)

Clay Bradley, Vice President, Eno Farms, Inc. (Atlanta, GA) 

Paul Hwang, Manager, Fiduciam (Los Angeles, CA)

Bei Saville, Chief Investment Officer, Fingerboard Family Office (New York, NY) 

Jordan Stein, Vice President of Investments, Ilitch Family Office (New York, NY)

Sid Malhotra, Chief Investment Officer, Kactus Capital (NY)

Robert Terrell, Director of Investments, Karlin Asset Management (Los Angeles, CA)

Josh Roach, Managing Director, Meritage Group (Greenwich, CT)

Kerri Scott, COO, Mt Vernon Investments (Dallas, TX) 

Lopa Desai, Managing Director, Niraat (San Francisco, CA) 

Clay Drury, Chief Investment Officer, North Star Investments (Lake Forest, IL)

Richard Feldman, Managing Director, Rijo Investment Group (Encino, CA) 

Clive Fleissig, President and Co-Founder, Rochester Advisors (Los Angeles, CA) 

Doug Bryant, President, Settco Management LLC (Pierre Part, LA)

Tommy Mayes, Executive Advisor, Sungate Capital LLC (Winter Park, FL) 

Erik Landsness, CEO, TAMCAP (San Francisco, CA)

Michelle Clements, Board Member, Investment Committee Member, Synergy Trust Partners (Jackson, WY) 

Fritzi Hallock, Principal, The Greenland Corporation (Baltimore, MD) 

Doit Koppler, Managing Director & Treasurer, Third Security LLC (Radford, VA) 


For Family Offices interested in participating, please contact:

Lauren Feldman

Executive Director, Head of Wealth Management
+1 646 552 0419

For Asset Managers interested in becoming a sponsor, please contact: 

Bob Edmunds

Senior Executive Director
+1 646 634 8464