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Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...

Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...

The premise of thematic investing is seductively simple. Markets over the long-term are driven by earnings growth and thematic investing looks to identify long-term trends that are likely to drive disproportionate earnings growth in the future. Artificial intelligence, for example, isn’t just about the next revolution of computing. It will ch...

Douglas Poutasse, Head of Strategy and Research, Bentall Kennedy (U.S.) LPInvesting late in the cycle in any asset class is a challenge, but investing in real estate has additional risks. Commercial real estate investors face disruption from e-commerce, work force automation, and co-working trends, among many others. Broader mac...

Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both...

Daniel Berkowitz, CFA, Investment Analyst, VanguardThis session will discuss a recently published framework for combining active and passive investments in a portfolio and will highlight the case for indexing and the case for active managers in portfolio construction. We will also discuss common myths and misperception...

Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeUnderstanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how&nbs...

M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.Marc Persily, Partner, ProskauerCo-Investing can be a great way to maximize investment leverage and return, but it can also exacerbate risk exposures when things do not work out as planned for all co-investors. As family off...

Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley JessenThis session will discuss Opportunity Zones, an economic development tool designed to stimulate economic development and job creation in economically disadvantaged communities throughout the U.S. Taxable investors have shown strong interest in the potential for ...

Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.Selecting good investment managers is challenging but knowing when and why to fire a manager is equally as important. In this session, we will discuss a disciplined approach to ongoing manager evaluation that can be used to increase the odd...

Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office ExchangeThis session will explore the landscape of strategic investment advisors and explain how families and family offices utilize different advisory models. We will compare business models (levels of...

Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3LimitedGiven where we are in the private equity cycle, family office investors need to take a hard look at their private equity portfolios, both funds and direct investments. With the illiquid nature of this high risk and high return as...

Nate Hamilton, CFA, Advisory Board Member, Family Office ExchangeFamilies have a history of building successful operating businesses, and many seek to reenergize the wealth creation engine for later generations through direct investments in operating businesses. In recent years, there has been increasing interest among fami...