August 10th, 2010
Family Office Association and Jonathan Reinsdorf Present: INVITATION ONLY...
A Night with the Chicago White Sox
Featuring Behind the Scenes Tour and Dinner in the Owners Suite
Time: 5:30pm – 10pm
Location: Chicago, Illinois
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
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August 12th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
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September 9th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
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September 21th, 2010
Family Office Association: Special Roundtable Luncheon
Featuring:
Geoffrey von Kuhn, Managing Director of the Crosby Group,
Single Family Office for the Johnson Family, Founding Family of Fidelity Investments
Time: 12:30pm – 2:30pm
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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October 14th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
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November 1-3, 2010
Opal's Endowment & Foundation Forum
The Hyatt Regency Boston, Boston, Massachusetts
Opal's annual endowment & foundation conference is an event intended to provide a forum for the free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this conference will tackle the issues that are most germane to the nation's endowments and charitable foundations by examining critical investment topics, as well as the need to align fiscal strategy with the goals of a particular organization.
Click here for more info
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November 4th, 2010
Family Office Association (FOA) Fall Global Summit
CLICK HERE TO APPLY TO ATTEND
Featured Keynotes
Morning Keynote: Tom Kempner
Co-Founder & Managing Member, Davidson Kempner
Afternoon Keynote: Ray Dalio
Founder, President & CIO, Bridgewater Associates
Special Luncheon Speaker
James Dinan
Founder & CEO, York Capital
Summit Chair
Howard Cooper
CEO, Cooper Family Office
Featured Presentations
"The Endowment Model of Investing and Single Family Offices: Good - Bad?"
"Behavorial Finance in Practice: How Single Family Offices Can Allocate
Assets in Challenging Markets"
"Alpha Generating Investment Strategies for Single Family Offices"
"Alternatives to Alternatives: Unique Investing Strategies for Single Family Offices"
Time: 8:30am - 6:00pm
Location: Greenwich Country Club, Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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November 11th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
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December 9th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
............................................................................................................
PAST EVENTS
October 14th 2008
Family Office Association Presents
Global Assets Showcase
Exceptional Wealth Building Opportunities for the Distinctive Investor
Time: 8:30am - 6:30pm
Location: Hyatt Regency in Greenwich, CT USA
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December 8th 2008
Family Office Association
How Globalization Has Re-Shaped the Investment Landscape:
An Economic Outlook for 2009
Featuring: Mark Yusko, President and CIO of Morgan Creek Capital Management
Luncheon and Discussion
Time: 12:15pm – 2:30pm
Location: Thomas Henkelmann Property Homestead Inn,
Greenwich, Connecticut
MEMBERS and INVITED guests only
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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March 18th 2009
Family Office Association
Alternative Investments: Key Lessons to Avoid Fraud and Other Operational Risks
Featuring: Nir Yarden, Senior Council at Bryan Cave
Luncheon and Discussion
Time: 12:15pm – 2:30pm
Location:New York City
MEMBERS and INVITED guests only
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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April 22-24, 2009
Family Office Association and MTN-i
3rd mtn-i Structured Products & Investor Solutions Showcase
Time: All Day
Location: Miami
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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May 14th 2009
Family Office Association: FOA Monthly Breakfast Presentation
Investment Opportunities in Asian Markets
Sponsored by: Morgan Creek Capital Management, LLC
Featuring: Jason Zhang, Managing Director
Time: 8am – 10am
Location: Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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June 11th 2009
Family Office Association: FOA Monthly Breakfast Presentation
Controlling Investment and Operational Risk: A Primer on Managed Futures
Sponsored by: Morgan Creek Capital Management, LLC
Featuring: Josh Wallace, CEO of System Capital
Time: 8am – 10am
Location: Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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July 8th - 10th 2009
OPAL FINANCIAL GROUP PRESENTS
Family Office & Private Wealth Management Forum
"The Race For Returns"
Times:
7/8/09: 8:00am – 6:30pm
7/9/09: 7:00am – 5:30pm
7/10/09: 8:00am – 2:00pm
Location: Hyatt Regency Newport, Newport, RI
Visit the Opal Financial Group Website for more information and to register
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July 9th 2009
Family Office Association: FOA Monthly Breakfast Presentation
WEALTH UNDER ATTACK: How Asset Protection Strategies Can Safeguard Your Assets
Sponsored by: Morgan Creek Capital Management, LLC
Featuring: Daniel S. Rubin, J.D. LL.M (Taxation), Moses & Singer LLP
Time: 8am – 10am
Location: Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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July 21st 2009
Family Office Association: Energy Investing Summit
Traditional & Green Technology Investing Opportunities for Family Offices & Families of Significant Wealth
Co-Chaired by: LLBH Private Wealth Management & RBS
Some of the Notable Speakers Include:
- Brison Bickerton, Chief Commodities Strategist, RBS/SEMPRA
- Rob Koltun, CEO, RNK Partners
- Jim Steel, Chief Commodities Analyst, HSBC
- Candice Beaumont, Chief Investment Officer, L Investments (SFO)
- Jim Murchie, CEO, Energy Investment Partners
- John Wisniewski, Director, Arcapita Bank B.S.C (c), Kingdom of Bahrain
- Steve Westly, CEO, Westly Group
Time: 9am – 3pm
Location: Hyatt Regency, Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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August 13th 2009
Family Office Association: FOA Monthly Breakfast Presentation
Families and Hedge Funds: How Limited is Your Partnership?
Sponsored by: Morgan Creek Capital Management, LLC
Featuring: Anthony Scaramucci, Managing Partner of SkyBridge Capital, New York
Time: 8am – 10am
Location: Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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September 10th 2009
Family Office Association: FOA Monthly Breakfast Presentation
TBD
Sponsored by: Morgan Creek Capital Management, LLC
Featuring: TBD
Time: 8am – 10am
Location: Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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September 11th 2009
Family Office Association Special Luncheon
Featuring: John Paulson, CEO, Paulson & Co.
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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October 8th 2009
Family Office Association: FOA Monthly Breakfast Presentation
Investing with an Edge
“Thoughts on the Current and Future State of the Hedge Fund Industry"
Special Presentation Featuring: Neal Berger, Founder & Chairman, Eagle View Asset Management
Time: 8am – 10am
Location: Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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October 9th 2009
Family Office Association Special Luncheon
Featuring: John Paulson, CEO, Paulson & Co.
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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November 5th 2009
...Wait List Only...
Family Office Association
FOA Fall Global Summit
CLICK HERE TO VIEW AGENDA
Morning Keynote
Marc Lasry
Chairman, Chief Executive Officer & Co-Founder of Avenue Capital Group
Presentation: "Global Distressed Investment Opportunities "
Afternoon Keynote
Nassim Nicholas Taleb
Principal, Universa Investment L.P. &
Author of The Black Swan: The Impact of the Highly Improbable
Presentation: "The Elephant in the Room is Still There "
Special Speaker
Marc J. Lane
Founder & Chairman of Marc J. Lane Wealth Group
Presentation: "Deploying Foundation Capital for Social
Purpose and Financial Rewards"
The new L3C partnership law
Co-Chairs
RBC Capital Markets, Alternative Assets Group
Credit Suisse Securities (USA) LLC
Sponsors
Anchin, Block & Anchin LLP
CCM Family Advisors
Chicago Climate Exchange, Inc.
GOLDCORE
Hapoalim Securities USA, Inc.
Phoenix Realty Group LLC
QED Financial Systems
System Capital
Tricon
Triskeles
Time: 8:30am – 6pm
Location: Delamar Hotel, Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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November 11th 2009
Family Office Association Special Luncheon
Featuring: Israel Englander
Managing Member of Millennium Management LLC
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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December 8th, 2009
Family Office Association Special Holiday Luncheon
Featuring: Sam DeRosa-Farag, Principal Investments & Credit Strategist
Morgan Creek Capital Management, LLC
Debt is the New Equity:
Investing in Credit in Today’s Environment
Time: 12:00pm - 2:30pm
Location: Homestead Inn
420 Field Point Road, Greenwich, Connecticut 06830
This Special Luncheon is for members and invited guests only
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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March 11th, 2010
Family Office Association: FOA Monthly Breakfast Presentation
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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April 1st, 2010
Family Office Association Special Luminary Luncheon
Featuring: David Einhorn, Founder, Greenlight Capital
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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April 8th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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April 29th, 2010
Family Office Association (FOA) Spring Global Summit
CLICK HERE TO VIEW AGENDA
Featured Keynote
Bill Ackman
Founder, Pershing Square Capital Management
Special Speakers
Russ Alan Prince
Founder, Prince & Associates
Presentation: “How Executive Directors Are Being Compensated Today"
Dennis Jaffe, Ph.D.
Family Governance: Balancing Family Dynamics, Personal Needs and Financial Responsibility for the Presentation: "Future of the Family Enterprise"
Summit Chairs
Lisa Firestone & Linda Mack
Time: 8:30am - 6:00pm
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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May 13th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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May 26th, 2010
Family Office Association Special Luminary Luncheon
Featuring: Daniel Loeb, Founder, Third Point
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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June 2nd, 2010
Family Office Association Special Luminary Luncheon
Featuring: Paul Singer, Founder, Elliott Associates
...Wait List Only...
Time: 12:00pm - 1:30pm
Location: New York City
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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June 10th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
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June 12th, 2010
Family Office Association Special Private Breakfast
Featuring: Michael Milken, Legendary Financier and Philanthropist
...Wait List Only...
Time: 8:00am - 10:00m
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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July 8th, 2010
Family Office Association: INVITATION ONLY... FOA Monthly Breakfast Presentation &
FOA Member Led Peer-to-Peer Dialog
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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July 15th, 2010
Family Office Association (FOA) Summer Global Summit
CLICK HERE TO APPLY TO ATTEND
Featured Keynotes
Morning Keynote: Paul Singer
Founder, Elliott Associates
Afternoon Keynote: Richard Perry
President and Managing Member, Perry Capital
Special Speaker
David Darst
Managing Director & Chief Investment Strategist, Morgan Stanley
Summit Chair
Greg Coules
Director & Head of Family Office Practice, Hunter Advisors &
Senior Advisor, Gruss-Lipper Family Foundation
Featured Presentations
"Fireside Chat - Three Families of Wealth, Represented by G1, G2 and G3,
Discuss Their Journey and Share Their Experience"
"Changes in Hedge Fund Search: Consultant vs. Fund of Funds vs. Multi-Strategy Funds.
How Single Family Offices and Families of Wealth Decide"
"Passive vs. Active Investing: Thought Leaders Share Their Wisdom on
How Single Family Offices and Families of Wealth Should Implement Their Investment Allocations"
"Single Family Office of the Future -
Serving Family Members in a Holistic and Efficient Manner Through Technology"
"An Entrepreneur's Story - How One Person Turned His Passion in Diamonds
into Business Success and Along His Journey Inspired His Philanthropic Legacy"
Time: 8:30am - 6:45pm
Location: Greenwich Country Club, Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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July 21-23, 2010
OPAL Family Office/Private Wealth Management Forum
Hyatt Regency - Newport, Rhode Island
This is Opal’s premier conference for high net worth individuals and family offices in North America. Private investors and money managers from around the globe will return to this picturesque setting for three days of engaging discussions on the latest investment trends. The Forum will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, distressed real estate, direct energy and numerous other asset types. Opal will kick off the event with its 4th Annual America's Cup Regatta, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
Click here for more info
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