East Coast Family Office Wealth Conference

May 14th - May 15th 2024
Four Seasons
Fort Lauderdale, FL
About

This is Institutional Investor's 2nd Annual East Coast Family Office Wealth Conference.

With the success of a 20-year run at our West Coast Family Office Wealth Conference, we will draw together Single-Family Office executives and ultra-high net worth individuals form across the East Coast for a two-day event.

A blend of presentations, panels, workshops, and Family Office-only investment discussions, the agenda will address topics including: the current macro landscape, private market opportunities, climate change, sustainability, biotech, healthcare, generational challenges, cybersecurity and many others.


       Become a Sponsor

Advisory Board

 

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

Ned Brines, Chief of Investment Strategy, Arnel & Affiliates (Seal Beach, CA)

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

Avinash Sarwal, President, Bikaner Advisors (Montreal, Canada)

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

Kenan Jiang, Partner, Excellent Capital (Irvine, CA)

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)

Brandon Laughren, Chief Investment Officer, Laughren Group (New York, NY)

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

Clark Cheng, Chief Investment Officer, Merrimac Corporation (New York, NY)

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)

Brian Horner, Investment Manager, Rural Route 3 Holdings (Los Angeles, CA)

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

Ben Pierson, Chief Investment Officer, Sherwood Family Office (Madison, NJ)

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

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

Fritzi Hallock, Chief Investment Officer, The Greenland Corporation (Baltimore, MD)

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

 

Contact

For asset managers interested in participating, please contact:
Bob Edmunds
Senior Executive Director
robert.edmunds@institutionalinvestor.com

For asset allocators looking for further information, please contact:
Lauren Feldman
Managing Director, Head of Wealth Management
lauren.feldman@institutionalinvestor.com