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| PROGRAM / AGENDA |
AGENDA
7:30 – 8:30 AM
CONTINENTAL BREAKFAST
8:30 – 8:45 AM Opening Remarks by Founder & CEO of the Family Office Association
8:45 - 9:45 AM How Globalization has Reshaped the Investment Landscape:
An Economic Outlook for 2009
Morning Keynote: Mark Yusko, President and CIO, Morgan Creek Capital Management
9:45 - 10:00 AM Famous Fund Flameouts--and How to Steer Clear
Andrew Szabo, CFA, Director of Research & Managing Principal, Greenwich Alternative Advisors LLC
10:00 - 10:45 AM Panel Discussion with Emerging Hedge Fund Managers
Moderator: Joel Schwab of HedgeFund.Net
Chris Wang, Portfolio Manager, SYW Capital
Andre Hakkak, White Oak Funds
J. Paul Austin, CIO, Global Analytix
Andrew Fishman, President, SB Schonfeld Fund Advisors
10:45 - 11:15 AM REFRESHMENT BREAK
- Refreshments served in the meeting space area
11:15 – 11:30 AM Investing Like a College Endowment
Kevin J. Ecclesine, Founding Partner, Family Endowment Partners, LP
11:30 – 12:15 PM Global View of the Current Market for Structured Products & Notes
Moderator: Mike Tims, CEO, mtn-i, UK
Jeffrey W. Ziglar, Goldman Sachs Group, Vice President,
Head – Municipal Investor Structured Products
12:15 – 12:30 PM Life Settlements: Low Correlated Asset For Turbulent Times
Dave Olson, COO, AllFinancial Group LLC
12:30 – 1:30 CONFERENCE LUNCHEON
The Global Dimension in Insurance Solutions for Family Offices & Private Clients
Mary Gust, Managing Director, Frank Crystal & Company
Investing in an Art Fund
Lawrence M. Shindell, Chairman and CEO, ARIS
1:30 – 1:45 PM An Overview of the Global Art Market
Bonnie Brennan, Senior Vice President, Trust, Estates, & Appraisals, Sotheby’s
1:45 – 2:15 PM Opportunities in Alternative & Renewable Energy Markets
Roland Jansen, CEO, Mother Earth Investments
2:15 - 2:30 PM The Merits of Rare Coin Investing As An Asset Class
Marc Henn, CFP, President, Harvest Financial Advisors, LLC
2:30 - 2:45 PM Investing in Champions
J. Todd Stewart, Partner, Goose Creek Capital - “Breeders of Thoroughbred Big Brown.”
2:45 – 3:30 PM Developing an Investment Portfolio in China
Moderator: Pending
Huang Xiang, Vice Consul, Economic & Commercial Section, Consulate General of People’s Republic of China in NYC
Dr. David Shao, CFA, Director and SVP of Finance, China Aoxing Pharmaceutical Company
Anla Cheng, Founder & Partner, Centenium-Pinetree Capital Partners LLC
3:30 – 4:00 PM REFRESHMENT BREAK
- Refreshments served in the meeting space area
4:00 - 4:15 PM The Ins and Outs of Sports Investing
Rob Tillis, CEO, Inner Circle Sports
4:15 - 5:00 PM Panel Discussion on the Psychology of Money & Philanthropy
Stephen McCarthy, Senior Vice President, KCG Capital Advisors
John Linnartz, Linnartz & Associates, LLC
Franco Lombardo, Author, Life After Wealth and Money Motto – the Path to Authentic Wealth
Bill Lyons, Family Philanthropy & Governance Consultant
5:00 PM – 5:15 PM Having Your Own Enduring Family Legacy in Film/DVD
Iris Wagner, Founder, Memoirs Productions
5:15 - 5:30 PM Global Trends in Wine Investment
Robert Sleigh, Head of NY Wine Department, Sotheby’s
5:30 – 6:30 PM
COCKTAIL RECEPTION
All speakers, schedule, and content are subject to the approval of the
Family Office Association and are subject to change.
DINING:
7:30 AM – Continental Breakfast
12:30 PM – Served Lunch
5:30 PM – Cocktails
DISCLAIMER:
This event is open to qualified purchasers only (*individuals with $5,000,000 or more of investable assets). FOA reserves the right to deny both registration and entry or to remove anyone who does not qualify for entry and/or is deemed by FOA as unsuitable.
On Point Conferences co-producer of the Global Assets Showcase
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