AGENDA
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8:00 a.m. Opening Remarks
8:10 a.m. Plenary Keynote: Mark W. Yusko
Mark W. Yusko, CEO & Chief Investment Officer, Morgan Creek Capital Management
8:40 a.m. Plenary Keynote Interview: David Rubenstein & Stephen Adler
David Rubenstein, Co-CEO, Co-Founder, The Carlyle Group
Moderator
Stephen Adler, Editor-in-Chief, Reuters
9:30 a.m. Family Office Insights Opening Remarks
Moderator:
Arthur A. Bavelas, Chief Executive Officer, The Bavelas Group
9:30 a.m. ExecConnect Meetings Commence
9:45 a.m. Keeping Extreme Wealth
I am more concerned about the return of my money
than the return on my money. - Mark Twain
Stay Rich Money
Hey Beta give me some Alpha
Offshore jurisdiction trends
Due Diligence, new red flags
Panelists:
Egon von Greyerz, Founder & Managing Partner of Matterhorn Asset Management, AG (MAM) & GoldSwitzerland based in Zurich, Switzerland.
Jean-Claude Knebeler, Consul General, Consulate General of Luxembourg in New York
Robin Rodriguez, Managing Member, Anglo-American Financial
10:15 a.m. Family to Family, Peer-to-Peer: Family Office Panel
Come what come may, time and the hour runs through
the roughest day. William Shakespeare
What are the specific family office challenges
being faced, and what are the strategic and
tactical methods being implemented.
Identifying new knowable risks, and risk
mitigation.
Preparing for the unknowable.
Where are the new opportunities?
Panelists:
Roman Khlupin, Chief Investment Officer, W Family Office
Gary S. Domoracki, CEO & General Counsel, Ten Mountain Capital
Darsh Preet Singh, Co-Portfolio Manager, Satori Alpha
Lorraine George-Harik, Founding Partner , HPM Partners
11:30 a.m. Investment Management Panel
"We can't solve problems by using the same kind of
thinking we used when we created them."
Albert Einstein
Is tail risk management important?
Is there such a thing as being non-correlated?
Is modern portfolio theory an antique?
Panelists:
Francis Chimenti, CFPฎ, Director - Private Client Group, Oppenheimer & Co.
Matthew Moniot, Founder & Chief Investment Officer, Elanus Capital Management, LLC
Dimitris Kavalekas, Senior Investment Professional, W Single Family Office
1:20 p.m. Plenary Keynote Interview: Jane Mendillo
Jane Mendillo, President & Chief Executive Officer, Harvard Management Company
2:00 p.m. Family Office Insights: A Family Office & Investor Workshop Series, Part II
Part II of the Family Office & Investor Workshop Series.
Moderator:
Arthur A. Bavelas, Chief Executive Officer, The Bavelas Group
2:00 p.m. Advanced Planning Panel
B4 Not After: "Everything should be made as simple
as possible, but not simpler." Albert Einstein
Asset protection best practices
Managing estate tax impact
Trends in charitable and philanthropic intent
Foundation best practices
Daniel L. Daniels, Partner, Wiggin & Dana LLP
David T. Leibell, Partner, Wiggin & Dana LLP
William McEnroe, Managing Partner, Civatis
Alan S. Kufeld, CPA, Rothstein Kass
2:30 p.m. Return to the Dark Ages Gold and the coming Hyperinflationary Depression
Special Guest Presenter:
Panelists:
Egon von Greyerz, Founder & Managing Partner of Matterhorn Asset Management, AG (MAM) & GoldSwitzerland based in Zurich, Switzerland.
2:30 p.m. ExecConnect Meetings Resume
3:15 p.m. Economic Panel
"Paper money eventually returns to its intrinsic
value -- zero." Voltaire
Macro Global outlook
Impact of monetary policy
Trends and opportunities in emerging and
frontier markets
Impact of wars, oil and social unrest
Panelists:
Pratik Sharma, Managing Director, Atyant Capital
Zachary Karabell, President, River Twice Research
Anthony J. Archer, Founder & Chief Executive Officer, Liquid Investments
Michael Wilkerson, Founder & Managing Partner, Anc๊tre Group
4:00 p.m. TAX Panel: A Blunt Instrument
The devil hath power to assume a pleasing shape.
William Shakespeare
Strategic use of the Family Bank.
Impact of FACTA.
Impact of taxes post election.
Mitigating the tax impact of ordinary
income.
Tax impact of US and non-US jurisdictions.
Panelists:
Christopher T. Graham, Esq., Founder & Managing Shareholder, The Private Client Law Group
Ricky B. Novak, Managing Partner, Strategic Group of Companies
Andrew Bentley, CPA, Rothstein Kass
Alan S. Kufeld, CPA, Rothstein Kass
4:30 p.m. Special Presentation
High Yielding Diversification through Sustainable Socially Responsible Agricultural Investments in Brazil
Special Guest Presenter:
Anthony J. Archer, Founder & Chief Executive Officer, Liquid Investments
5:15 p.m. HedgeWorld-Bavelas Group Networking Reception
