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: FOA Monthly Breakfast Presentation
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
............................................................................................................
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: FOA Monthly Breakfast Presentation
Time: 8am – 10am
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at
angelo@familyofficeassociation.org / 203-570-2898
............................................................................................................
June 10th, 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
............................................................................................................
July 8th, 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
............................................................................................................
July 22nd, 2010
Family Office Association (FOA) Summer Global Summit
Time: 8:30am - 6:00pm
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
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August 12th, 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
............................................................................................................
September 9th, 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
............................................................................................................
October 14th, 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
............................................................................................................
November 4th, 2010
Family Office Association (FOA) Fall Global Summit
Time: 8:30am - 6:00pm
Location: Greenwich, Connecticut
CONTACT: Angelo J. Robles at angelo@familyofficeassociation.org / 203-570-2898
............................................................................................................
November 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
............................................................................................................
December 9th, 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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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
............................................................................................................
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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