World Congress
  
National Family Office Forum

Sponsors

Bronze Sponsor

Aberdeen Asset Management PLC is a global investment manager for both institutions and private individuals. We aim for strong investment performance through original thinking and first-hand research. Our mission is to deliver strong fund performance across diverse asset classes. Total Group AUM: $302.4 billion (as of September 30, 2012)

Silver Sponsor

Alpha Associates is an independent private equity fund-of-funds manager and advisor based in Zurich, Switzerland, with over USD 2b assets under management and a team of 30 professionals. Alpha Associates invests and manages globally diversified and geographically focused private equity fund portfolios for an international institutional client base and is the leading private equity fund-of-funds manager for Central & Eastern Europe and Russia/CIS. The group has invested and managed USD 725m in primary fund commitments, secondary fund purchases and direct co-investments in the CEE/CIS region since 1998.

Bronze Sponsor

Artio Global Management LLC, an indirect subsidiary of Artio Global Investors, is committed to providing investment management expertise in asset classes where we believe we can add value over the long term. We have built a successful track record by taking an unconventional approach to actively investing in global equity and fixed income markets.www.artioglobal.com

Bronze Sponsor

Over 80 years of investing experience in all types of public and private markets have led the principals of Ledger Petroleum to know that actively managed, fractional ownership in hundreds of producing oil and gas wells provides a solid base for generating cash-flow and profits. Proven hundreds of times throughout history, this type portfolio stands among the greatest hard asset based holdings that any investor can own in times of economic uncertainty or prosperity. In this strategy, success is never defined by whether or not a single well meets or exceeds expectations. Instead, drilling risk is removed and performance risk is diversified over multiple wells in a wide variety of proven producing fields across the United States. Also, commodity price volatility risk is reduced using simple hedging strategies available on the open market. Today, our holdings encompass ownership interests in hundreds of oil and gas leases located in several states. We invite Family Office and HNW investors to examine how we invest our own money, manage all levels of risk in the oil and gas business and make exceptional profits for our partners. Consider co-investing with us in our programs.

Round Table Sponsor

Zeo Capital Advisors is a total return fixed income manager based in San Francisco dedicated to long-term principal protection across market environments. Through both separate accounts and a mutual fund, we apply a defensive, fundamental approach that can reduce volatility and interest rate risk in strategic income portfolios. Zeo was purposefully formed for three family offices to address an unmet need highlighted by the 2008 financial crisis. Our investors value the long-term commitment to consistency, transparency and accessibility that sets us apart.


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