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Nov. 8, 2018 Family Office Conference
  • Information
    • Overview
    • Fees
    • Location
    • Directions
    • Contact Us
  • Speaker Profiles
    • Laurent Roux
    • Jennifer Steans
    • State of Family Office Activity: Levenstein
    • Fund Terms & Conditions: Harris & Beals
    • Tax Update: Karczewski
    • Impact of Millennial Generation: Lieb & Oommen
    • Compensation, Benchmarks & Pay: Rubin, Sues & Toth
  • Conference Book
    • Guidebook
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Join us for this deep dive into Family Offices;
issues and structures in operating these elite investment vehicles.

Keynotes:

Laurent_Roux_webpic-160x240 jennifer_steans_160x240
Roux  Steans

And deep expertise in developing Family Office success:

John-Beals-160x240
HarrisK_160x240 LevensteinG_160x240
BealsHarrisLevenstein
Adam_Lieb-160x240Karczewski,-Joseph-160x240 Tony-Oommen-160x240
Lieb Karczewski Oommen
Mark_Rubin_160x240Jarret_Sues-160x240 David-Toth-from-Word-doc_160x240
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

Thank you to our sponsors!

Platinum

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Gold

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Details

  • When

  • Thursday, November 8, 2018
    11:30 AM - 6:00 PM
    Central Time

  • Add to CalendarAdd to Calendar

  • Where

  • Westin Chicago River North
    320 N. Dearborn St.
    Chicago, Illinois 60654

  • Get Driving DirectionsGet Driving Directions
  • Planner

  • ACG Chicago


 

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