Speaking Engagement: Trends in Family Offices

Tim Lappen will be speaking at “Trends in Family Offices” an all-day event being held at the Beverly Hilton Hotel. Tim’s panel is at 9:30 a.m. Additional details are below.

On Tuesday June 28th, Ivy Plus will host a seminar on Trends in Family Offices. This event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. This event is for people who presently run or are considering launching a Family Office. To get through security, you must register. The event starts at 8:00 a.m. and ends at 4:30 p.m. A reception will follow.

AGENDA

8:00 – 8:30 a.m. , breakfast

8:30 – 9:20 , ESG Environmental, Social and Corporate Governance Investing

Maxwell Drever, Chairman Emeritus – Crossbeam Capital (Drever Family Office)

Peter Kirkbride, Partner – 808 Investments LLC (Kirkbride Family Office)

Moderator – Donna Pulini, Director – Aberdeen Asset Management

9:30 – 10:20 a.m. , Trends in Family Offices

Pat Soldano – President, California, GenSpring (Multi-Family Office)

Tim Lappen – Founder & Chairman, Family Office Group, Jeffer Mangels Butler & Mitchell LLP

Ronald Macleod – Senior Vice President, Rockefeller Financial

Moderator, Timothy Speiss, Partner – Eisner Amper LLP

10:20 – 10:35 a.m. , Break

10:35 – 11:20 a.m. , Global Real Estate Opportunities in 2011

Katherine Giordano, Portfolio Manager – Aberdeen Asset Management

Ryan Urech, Portfolio Manager – Avere Financial Group.

Damon Hemmerdinger, Senior Vice President – ATCO Properties and Management

Andrew Mitchell, CEO & Chief Investment Officer – Pacificor

Moderator – Jeff Coolidge, Portfolio Manager – Baron Capital

11:30 – 12:20 p.m. , Organizing Existing and New Trusts Around Private Investments & Sustainable Long Term Family Control

Brad Cohen, Partner – Venable

Kris Carney, Privatus CIO Services, LLC (former Large SFO CIO)

Carl Sheeler, Managing Partner, Business Valuations, LTD

JC Kane, CEO and Founder – Lighthouse Point Marketing

12:30 – 1:30 p.m. Lunch (w/ speakers)

1:30 – 2:20 p.m. , Non-Correlated Alternatives

Mike Devlin, Director – Spruce Private Investors (Multi Family Office Advisor)

Richard Selvala, Chief Executive Officer and Co-Founder – Harvest Volatility Management

Stephen King, Founder and Chief Investment Officer – C12 Capital Management

Moderator – Rory Cohen, Partner – Venable

2:30 – 3:20 p.m. , Family Office Direct Investing Into Hedge Funds (Funds, Managed Accounts, Other Platform Alternatives).

Mark Hanley, Partner – Laguna Partners, LLC (Hanley Family Office)

Kris Carney, Chief Investment Officer – Privatus CIO Services, LLC (former Large SFO CIO)

Moderator – Jay Rogers, President – Alpha Strategies

3:30 – 3:45 p.m. Break

3:45 – 4:30 p.m. , Strategic Insurance Planning for Family Offices and High Net Worth Individuals

Jonathan Crystal, Executive Vice President, Family Risk Manager – Frank Crystal & Co.

4:30 p.m. , RECEPTION

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