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Day 1 - Main Agenda
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Tuesday, January 29, 2013
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7:45 am -
8:45 am
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Invitation Only: Private Family Office Breakfast |
This is a closed-door meeting strictly for the attendees from family offices. These sessions will be off-the-record and will allow participants to share candidly their challenges, proven strategies and success stories.
To be considered for an invitation, please contact Rachelle Young at [email protected] |
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7:45 am -
8:45 am
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8:45 am -
9:00 am
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9:00 am -
10:00 am
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The First 100 Days – A Strategic Look Forward for 2013 |
A candid discussion on the market conditions and macroeconomic environment that are keeping family office executives up at night.
- What are the top 5 concerns for family offices in 2013: Trends that family offices should be aware of and prepare for
- The Next Big Thing: What’s on the investment horizon
- The Fiscal Cliff, tax and regulatory changes and other mission critical items that should be on your radar and the strategies to prevent a detrimental impact on family office operations
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| Leaders: |
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Rhona Vogel
Founder and President
Vogel Consulting Group
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10:00 am -
10:45 am
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10:45 am -
11:15 am
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11:15 am -
11:45 am
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11:45 am -
12:15 pm
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12:15 pm -
1:00 pm
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1:00 pm -
2:15 pm
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2:15 pm -
3:15 pm
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Roundtables
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Roundtable A:
The Essentials: The Tools Every Family Office Should Invest In
This highly interactive format will identify the tools that every family office should consider implementing to maximize efficiency and productivity. Learn directly from your peers to understand how other family offices have selected and applied specific tools, including details on implementation and adoption challenges.
- Budgeting Tools
- Investment Reporting
- Communications / Family Networking
- Family Websites
- Expense Tracking
- Tips / Tricks
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| Session Leader: |
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Roundtable B:
Thinking About Risk In Your Investment Portfolio
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- What it means to allocate to risk
- The need for a "risk identification" aspect to portfolio construction (including the risks that are missed during a manager due diligence process).
- Group discussion on identifying risks and mitigating the unintended ones.
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Session Leader:
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Venk Reddy
Zeo Capital Advisors
Founder / Lead Portfolio Manager
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3:15 pm -
3:45 pm
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3:45 pm -
4:15 pm
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4:15 pm -
4:45 pm
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4:45 pm -
5:15 pm
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5:15 pm -
5:45 pm
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5:45 pm -
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