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Family Office Trends Agenda

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On Friday, March 10th we will host a seminar on Family Office Trends. 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. We will spend a day reviewing trends in family offices with leading experts on the subject matter. 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 9:00 a.m. and ends at 4:30 p.m. A reception will follow.


9:00 - 9:30 a.m. , breakfast

9:30 - 10:20 , Asset Allocation 2017

David Veal, Chief Investment Officer - COAERS (City of Austin Employees' Retirement System )

Lew Spellman, Professor of Finance - University of Texas at Austin

Tim Onufrock, Managing Partner - Kettera Strategies

Moderator - Larry Powell, Founder - LP Institutional

10:30 - 11:20 , Cross Border Investing

Peter A. McLauchlan, Chair, Maritime and Aviation - Gardere

Ana Carolina Estaba, Senior Attorney - Gardere

Moderator - Robert Butler, President - Butler Advisory Services

11:30 - 12:20p.m. Real Estate Outlook 2017

Andy Weiner, Founder & President - RockStep Capital

Fred Caldwell, CCIM, SIOR President and Chief Executive Officer - Caldwell Companies

Robert Schweizer, Chief Investment Officer - Virtus Real Estate

Moderator - Angela Hall, Dahab Associates

12:30 p.m. - 1:30 p.m. , The Estate Tax, The Politics of it All

Pat Soldano, Consultant - GenSpring

1:40 - 2:30 , Impact Investing,

Chris Warren, CEO - Clean Energy Advisors

2:30 - 3:20 p.m. , Alpha Generation Strategies,

Khai Nguyen, Managing Partner, Manager Due Diligence - Brookhurst Capital Management

Charles Preston, Founder - Harris Preston and Owner, Investments

Darsh Singh, Portfolio Manager - Satori Alpha

Alan Snyder, Managing Partner - Shinnecock Partners

Moderator - George T. Lee, Partner - Gardere

3:35 - 4:20 p.m. Family Office Direct Investing Strategies

Timothy Smith, President & CIO - Petro Lucrum, Inc.

Adam Hull, Partner - Gardere

Youngro Lee, CEO - NextSeed

Moderator - Rick Jordan, Partner - Gardere

4:30 p.m. ,RECEPTION

* Gardere

* One American Center

* 600 Congress Ave # 2900

* Austin, TX

* 78701

Cost: Early Bird Registration

Sign up Single Family Office

Sign up Multi Family Office

Sign up non Family Office (restricted less than 10 people)

For more information Contact us