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

Beals	Harris	Levenstein
Lieb	Karczewski	Oommen
Roux	Rubin	Sues

(Profiles and more information to be posted shortly)
See the fees tab for early registration rates.

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
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
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

4:00 – 5:30 – Reception