Join us for this deep dive into Family Offices;
issues and structures in operating these elite investment vehicles.

Keynotes:

Roux	Steans

And deep expertise in developing Family Office success:

Beals	Harris	Levenstein
Lieb	Karczewski	Oommen
Rubin	Sues	Toth

See the fees tab for early registration rates.

The Agenda
11:30 - 12:00 Registration
12:00 - 1:00 Lunch

12:45 - 1:00 Welcome
Current State of Family Office Direct & Co-Investment Activity
Gary Levenstein, Nixon Peabody

1:00 - 1:45 Keynote
Strategic & Practical Approaches to Family Offices
Laurent Roux, Gallatin Wealth Management

1:45 – 2:15pm
Private Investment Fund Terms & Conditions: GP & LP Perspectives
Kari Harris and John Beals of Nixon Peabody
2:15pm – 2:30pm - Break

2:30 - 3:00pm
The Tax Update
Joseph Karczewski, Andersen Tax

3:00- 3:30pm
Impact of Millennial Generation on Family Office Investment Strategy including Social Impact Investing
Adam Lieb and Tony Oommen, Fidelity Family Office Services

3:30 – 4:00pm
Family Office Executives – Compensation Structures, Balancing Benchmarks and Pay for Performance
Mark Rubin and Jarrett Sues of FTI Consulting & David Toth, Family Office Exchange

4:00 – 4:30
Women as Founders and CEOs of Family Offices
Jennifer Steans, President & CEO, Financial Investment Corporation

4:30 – 6:00 – Reception