Stephen J. McCarthy is a Senior Vice President of KCG Capital Advisors, an asset management/ foundation administration venture that he co-founded with his father, John M. McCarthy, a former Managing Partner and Chief Investment Officer for Lord Abbett & Company ($89 billion AUM). Stephen has more than thirty four years of diversified professional experience in the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty year period, he held increasingly complex senior executive positions in the strategic planning, credit/risk management, consulting, capital markets and brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively.

During the past fifteen years in the wealth management arena, Mr. McCarthy has appeared on CNBC’s High Net Worth with Tyler Mathisen, conducted investment presentations for a variety of programs at IvyPlus, Campden, FOA, II/Lido, FRA, Wealth Management Exchange, Terrapinn, Marcus Evans, BNY/Mellon, PWM, MARHedge, IIR and Harris Bank, written for Trusts and Estates magazine and has been quoted regularly in Investment News, Family Wealth Report, Barron’s and Spectrem. In a related arena, Stephen has actively collaborated with several industry colleagues in writing/developing/delivering for conferences a series of one act plays regarding interpersonal dynamics surrounding wealth management/family philanthropy with the theatre group Shaking the Tree (STT) Interactive Productions, of which he is currently the acting President.

Similarly, during the past decade and a half in the philanthropic arena, he has been a planning team member conducting several governance presentations at the Council on Foundations (COF) Family Foundation Conferences, the Association of Small Foundations (ASF) annual meetings and seminars, the Philanthropy New York (PNY) Family Foundation Trustee Peer Network and the New York Society of Security Analysts (NYSSA). Separately, Mr. McCarthy has been an advisor/editor to the National Center for Family Philanthropy (NCFP) for its Journal Series on Investments and Foundation Resources, a panelist at the Support Center for Nonprofit Management (SCNM) seminars and a member of the Advisory Committee of the National Philanthropic Trust (NPT), a donor-advised fund. In recognition of his overall efforts, he was one of three nominees for Private Asset Management newsletter’s inaugural “Philanthropic Leader of the Year” award. In May 2007, Stephen was reelected to the Board of Directors of PNY for his second three-year term.

A graduate of Chaminade High School, Mr. McCarthy received a Bachelor of Arts (in dual majors - Economics and Government) from Wesleyan University, was granted a Master of Business Administration in Finance from the Leonard N. Stern School of Business at New York University and completed an Executive Education Program on Entrepreneurship and Venture Capital Investing at The Aresty Institute - Wharton School, University of Pennsylvania. Currently, he represents his family group as a long time member of the Institute for Private Investors (IPI), a founding member /original trustee of The Greenwich Roundtable (GR), a cofounder of The Gotham Triangle (TGT), an Advisory Board Member of Hope House and is in his sixth year as a coach/mentor/judge at NYU/Stern’s Social Venture Business Plan Competition, while being engaged with its’ Berkley Center for Entrepreneurial Studies Advisory Board.

Mr. McLaughlin has deep experience in both senior operating roles and client-facing roles in the family office and ultra high net worth industry and has had a varied career history of building organizations. He was most recently CEO of Geller Family Office Services, a New York multi-family office. He spent the previous five years at Convergent Wealth Advisors (formerly Lydian Wealth Management) as a Managing Director and head of a new office for the firm in the New York market and before that 10 years at Mellon where he was the regional president of Mellon Private Wealth Management’s New York region. Mr. McLaughlin started in the wealth management industry as a financial advisor in the Private Client Group at Sanford C. Bernstein & Co., Inc. in New York.

He has been active in several industry groups as a participant, panelist and speaker. He has been quoted in Barron’s, Business Week On-Line, eFinancialCareers, Family Wealth Report, Forbes, FundFire, Crain’s Investment News, Private Asset Management, Reuters and Worth. He is often asked to speak on wealth management issues related to client service delivery models, human talent (identification, recruitment and development) and broader themes and trends in the industry.

He serves on the Board of Trustees for the American Foundation for the Blind (AFB) and chairs the AFB’s investment committee. He also serves as the family office representative on the Board of Directors of the CT Hedge Fund Association. He is a member of the Subscribers Advisory Committee for PURE (Privileged Underwriters Reciprocal Exchange), a property and casualty company. He is a non-lawyer member of the Attorneys for Family-Held Enterprises and a member of the Estate Planning Council of New York City.

Mr. McLaughlin is the immediate Past-President of the Lafayette College Alumni Association and a member of the college’s Leadership Council. He has served as an alumni Associate to the Board of Trustees and as President of Lafayette’s Maroon Club, an organization that raises “second mile” support for Lafayette athletics. In 1986, he received the Clifton P. Mayfield ’09 Outstanding Young Alumni Award.

From 1976-1980 Mr. McLaughlin served as the Head Soccer Coach and an Assistant to the Athletic Director at Lafayette where he served as Director of Intramurals among other duties. At the time, he was the youngest head coach of a Division I sport in America. His teams had mixed results but his national level recruitment raised the expectations for the program and set the stage for a period of the program’s sustained success.

From 1981 to 1991 Mr. McLaughlin served in both the House and Senate of the Connecticut General Assembly. During his six year State Senate tenure, Mr. McLaughlin was the chairman and ranking member, respectively, of the General Assembly’s Finance, Revenue and Bonding Committee and was a member of the State Bond Commission. Along with a tax policy focus, he was the primary sponsor of legislation for the preservation of open space and the “right to die.” In 1985, the Hartford Courant named him one of Connecticut’s “10 Best Legislators.” In 1990, he ran unsuccessfully for Congress in the 5th Congressional District of CT.

Mr. McLaughlin received his Bachelor’s degree in History from Lafayette College and his Master’s in Public Administration from Harvard’s Kennedy School. He holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 7 and 66.

He and his wife, Julie, and son, Austin (13), reside in Darien, CT.

Natasha Pearl, CEO and Founder of Aston Pearl, has more than 18 years of unique global ultra-wealth and family office experience. In 2002, she founded Aston Pearl, “the family office for everything except money,” providing objective advisory to single family offices on private staffing, residential operations, aviation, art, eldercare, and other lifestyle areas. In 2006, as part of Institutional Investor’s Fifth Annual High-Net-Worth Awards, Aston Pearl was nominated by Private Asset Management as “Family Group of the Year.”

In addition to leading Aston Pearl, she co-founded SFO Advisor Select in 2009, which assists single family offices with selecting advisors in areas including accounting and investment consulting.

Prior to founding Aston Pearl, she served as a Senior Vice President and Worldwide Director at Sotheby’s, and as Chief Marketing Officer for Circline, a global art firm. Before that, she advised top-tier global financial institutions while at Booz Allen and Mercer Management Consulting, and held positions at American Express in operations and marketing.

She is frequently invited to speak on family office topics, most recently at the Seventh Annual Institutional Investor/Lido Consulting Family Office Wealth Conference, Campden’s Families in Business, Institute for Private Investors’ Spring Forum, NMS Family Office Forum, the Family Wealth Alliance, Tiger 21, and Metropolitan Circle.

Aston Pearl has been featured in the Wall Street Journal, the Financial Times, in the newsletter of the Family Office Exchange, and in Worth. Ms. Pearl’s expertise has also been highlighted in Bloomberg Markets, “Battling for Billionaires;” Forbes.com, Der Spiegel, and The Atlantic.

She recently completed a four-year term as a member of the Harvard Business School Dean’s Board of Advisors, and is a trustee of Marymount Manhattan College.

Ms. Pearl received her undergraduate and MBA degrees from Harvard University.

Phil Strassler has 40 years of experience working with families, alternative assets funds and their advisors to provide strategic business advice and guidance on how to strengthen and deepen business relationships. In 2007, he retired as a Partner at Marcum & Kliegman LLP, where he was instrumental in fueling the firm’s growth from $20 million in revenues with 30 professionals, to nearly $120 million with 500 professionals by the time he left to launch SFO Adviser Select, LLC. SFO Advisor Select, LLC provides objective processes to families and their single family offices to help them choose best in class advisors.

At Marcum & Kliegman LLP he founded and was the leader of the Private Wealth Services and Alternative Investment Group practices. In 2008 and 2009 Phil developed and taught the Emerging Leadership Program to Marcum & Kliegman LLP Senior Managers and Partners. In addition, to co-founding SFO Advisor Select, LLC, Phil provides strategic advice to several family offices.

Prior to joining Marcum & Kliegman LLP, Phil was a Partner at a billion-dollar mezzanine/leveraged buyout fund. In this capacity, he provided investment analysis and tax advice. Phil also spent ten years working on tax, business advice and investment analysis for a family office.

On an ongoing basis, Phil speaks on hedge fund, investment partnership and family office organization and tax planning and has written numerous articles for The Tax Advisor, The CPA Journal, The Journal of Practical Estate Planning, as well as other publications. During his tenure at Marcum & Kliegman LLC, he was the Publisher of Private Investment Forum, Marcum & Kliegman LLP’s quarterly publication directed at hedge funds and investment partnerships.

Phil is a member of the AICPA and NYSSCPA and is a member of the Taxation of Financial Instruments and Transactions Committee. He is a founder of Metro New York Philanthropic Network, a network of advisors that specializes in philanthropic consulting. Phil has a B.B.A. from Hofstra University and lives in Roslyn Heights, New York.

Michael N. Gooen is a member of Lowenstein Sandler's Trusts and Estates Group and Business Tax Counseling & Structuring practice group. His practice focuses on income and transfer tax planning for businesses and individuals. In 2008, Mr. Gooen was named to Worth magazine's list of "Top 100 Attorneys," an annual list that recognizes the nation's leading attorneys specializing in trust and estates, philanthropy, and other private practice areas. He is also listed in New Jersey Super Lawyers and The Best Lawyers in America (2009).

Mr. Gooen's transactional practice encompasses the tax aspects of mergers and acquisitions, securities offerings, private financings, investment partnerships, and joint ventures. He has focused particularly on the United States tax consequences of cross-border transactions, including "outbound" investments by United States persons (corporate reorganizations, passive foreign investment company and controlled foreign corporation issues) and "inbound" investments by foreign persons (nexus, withholding and tax treaty issues).

Candice Beaumont is a Managing Director who runs L Investments, a family office with a vast portfolio of public and private equity that is primarily focused on commodities. She oversees all capital allocation decisions for the fund of funds as well as the direct investment portfolio. She is also a financial consultant to Genoil Inc, (www.Genoil.net) an emerging heavy oil technology and portfolio company of L Investments. Ms. Beaumont is a member of the Independent Petroleum Association of America.

Candice Beaumont has well over a decade of experience in the investment business. She started her career in Corporate Finance at Merrill Lynch. Ms. Beaumont worked as an investment banker at Lazard Frères for several years, executing over $20 billion of merger and acquisition advisory assignments. While at Lazard she advised clients globally on a wide array of transactions including mergers, acquisitions, divestitures, leveraged buyouts, recapitalizations, hostile takeovers and hostile defense. She left Lazard to work as a private equity principal at Argonaut Capital, where she was responsible for all aspects of new investment execution for the firm and its portfolio companies, including sourcing and screening potential investment candidates, conducting industry and market analyses, determining valuations, and structuring and negotiating term sheets. Ms. Candice Beaumont attended Rice University, and obtained a Bachelor in Business Administration from the University of Miami, graduating first in her class with a major of International Finance & Marketing. Candice was Captain of the Miami Varsity Tennis team earning Academic All American honors and is also a former world ranked professional tennis player.

Mark Berman is the Founder and Managing Partner of MB Family Advisors, LLC and the MB Dislocation Opportunity Fund, L.P., a dislocation/distressed credit fund-of-funds.

MB Family Advisors, LLC is a multi-family office investment firm founded in 2008 to manage investment portfolios for ultra-high net worth families across asset class, with a particular focus on alternative investments and investing in inefficient markets.

In January 2009, Mr. Berman launched the MB Dislocation Opportunity Fund, L.P., a dislocation/distressed credit fund-of-funds. The Dislocation Fund is intended as a one-stop solution to provide diverse distressed/credit exposure across traditional long/short corporate distressed; DIP lending; merger arbitrage; asset based lending; fixed income arbitrage; asset backed securities; and mortgage debt markets, among other strategies. The Dislocation Fund was up 31% net in 2009 and has been profitable 16 out of 17 months since its launch.

Mr. Berman was previously a Founder and Managing Partner of Liquid Realty Partners, LLC, a private equity fund of funds business that purchased in the secondary market illiquid partnership interests in real estate private equity funds. Mr. Berman launched Liquid Realty to capture a perceived opportunity in a highly inefficient market. While Mr. Berman was at Liquid Realty, the firm raised and managed two funds with over $160 million in equity capital from blue chip university endowment and other institutional investors.

Prior to founding Liquid Realty, Mr. Berman co-founded Trinad Partners, a private equity investment firm focused on small middle market buyout and growth equity investing. Among other transactions, Trinad sponsored the buyout of S&S Industries, an investment that generated a 60x return on its equity upon exit.

Mr. Berman began his career as an M&A and restructuring attorney at Skadden, Arps, Slate, Meagher & Flom.

Mr. Berman holds a JD from the New York University School of Law, where he earned a position on the Law Review and received the American Jurisprudence Award in Corporate Acquisitions, and a BS degree in finance from the State University of New York at Albany.

Maura Carley is President and CEO of Healthcare Navigation LLC, a leading healthcare advocacy firm, which provides a high level of personalized support to help clients deal with today’s complex health insurance environment. Healthcare Navigation professionals evaluate coverage, plan for clients’ future needs, and make sure clients get the protection they’re due. Healthcare Navigation professionals have impeccable credentials and use that expertise on behalf of clients. Healthcare Navigation does not sell insurance.

Maura Carley founded Healthcare Navigation, LLC in 1999. Before founding Healthcare Navigation, she served as the Vice President of Operations for the Northeast Region of a physician practice management company which provided services throughout the New York metropolitan area.

Ms. Carley was a Regional Director of Kaiser Permanente, one of the nation’s oldest and largest health maintenance organizations, from 1989 through 1997.

Carley began her career as an assistant administrator at Yale-New Haven Hospital and later, as Vice President for Administration at Stamford Hospital.

She received her Master’s in Public Health from Yale University and also completed the Kaiser Permanente Executive Program through the Stanford University Business School. She has been a fellow in the American College of Healthcare Executives since 1989 and is a certified health insurance consultant.

Carley is former President of the Connecticut Women’s Forum and has served on a number of non-profit boards in Connecticut and New York including the Connecticut Association of Healthcare Executives, Liberation Programs, and the Darien Social Services Commission. Carley has spoken on healthcare topics at programs across the United States and Canada and her extensive public speaking includes television and radio appearances and national webinar broadcasts. She has been interviewed in articles for major national periodicals including Consumer Reports Money Advisor, Business Week, Congressional Quarterly, Private Wealth Magazine, Prevention Magazine, Investment News, and the Wall Street Journal.

Kermit Sean Claytor is the founder and principal of King’s Mountain Capital Group, LLC. He has been working with high-net-worth individuals, family-offices, trusts, funds-of-funds and institutional clients concerning hedge fund investments and wealth preservation since 1993. In this capacity, he has performed initial screening of prospective managers, conducted various due diligence efforts, made regular asset allocation recommendations on both a consulting and discretionary basis, and has participated in hundreds of hedge fund transactions. He has overseen the construction and management of generally diversified portfolios, as well as sector-specific portfolios in the biotechnology, healthcare and asset-backed lending sectors.

Prior to this, Mr. Claytor spent over five years analyzing global capital market activities and economic trends as a Market Analyst with Standard & Poor’s MMS International, an early pioneer in on-line dissemination of real-time market intelligence and information. In this capacity, Mr. Claytor obtained extensive experience with a wide variety of market sectors, including currency, fixed income, and equity markets throughout North America, Europe, the Far East and Latin America.

Mr. Claytor began his professional experience with an internship with the Federal Reserve Bank of San Francisco, where he served in the Supervision, Regulation & Credit Department as a Credit Analyst. He holds a B.S. in Economics from Santa Clara University.

Lane Critchfield is a Managing Director of Woodbury Strategic Partners (WSP) a $200M private real estate fund that invests in development and acquisition opportunities in the Intermountain West. Managed by a team of seasoned industry veterans, including the principals of Woodbury Corporation, WSP offers 90+ years of experience in its market and a best in class asset management platform. WSP employs a cash-flow focused investment model that maximizes the long-term value of assets delivering superior risk-adjusted returns to investors.

Mr. Critchfield is also a partner at JR Miller Enterprises and previously served as its CFO where he was responsible for overseeing its investments in real estate and private equity. Mr. Critchfield serves as a board member of Wasatch Premier Properties, a diversified portfolio of multi-family apartments, and of Tower Group Holdings, the managing entity of its commercial office portfolio.

Prior to joining JR Miller Enterprises, Mr. Critchfield was a Director of Finance for the Salt Lake Organizing Committee for the 2002 Olympic Winter Games, where he helped organize one of the most successful winter Olympics in history, producing a profit of over $100 million.

Mr. Critchfield earned a B.S. in Organizational Communication from the University of Utah and an MBA from the David Eccles School of Business, University of Utah.

Leonard DiPietra co-founded Petra Partners, LLC in 2002 with Nicole Rothschild. In addition to evaluating investments for Petra Partners, he conducts analysis and due diligence for investment opportunities presented to the Rothschild Family Office regarding its MEIT Realty business, which invests in multi-family residential units and retail and office space.

Lenny is also co-Portfolio Manager of Petra Real Estate Fund I and a Principal of Petra Partners, LLC, the investment advisor and general partner of the Fund. Petra Partners has overseen investment and trading of equities, treasury securities, commercial real estate, mortgage loans, physical commodities and derivatives.

He began his financial career in 1991 as order clerk at Hampshire Securities, while attending New York University’s Stern School of Business at night. In 1993, Lenny joined Richard A. Eisner & Company as an accounting assistant involved in the compilation of financial statements for investment partnership and real estate entities.

While continuing his studies, Lenny worked as an assistant trader on the trading desk of Ladenburg Thalmann. He earned a Bachelor of Science degree in accounting from NYU in 1995. In the fall of 1996 Lenny left Ladenburg to join Hold Brothers as a Prime Customer trading for his own account in Listed and OTC equities. In 1997, he developed a strategy for arbitrage investing involving the NASDAQ order handling system. He traded that system continuously until 2002.

Elliot Dornbusch co-founded Clearview Partners LLC and is the firm’s CEO. He is also Portfolio Manager of the Argenta Fund, Clearview’s flagship Fund of Hedge Funds. Mr Dornbusch is also CEO and co-founder of CV Advisors a multi-family office that works with high net worth individuals and institutions to help them achieve their long term investment objectives. Elliot has a degree in Economics from Universidad Catolica Andres Bello with a focus on Econometrics and lineal and non lineal programming. He earned a Masters in Business Administration (MBA) at Babson College with a concentration in Finance and Entrepreneurship (Magna Cum Laude).

Brad Fisher is the CEO of Springcreek Advisors, LLC, a family office investment advisory firm based in Marin County, California. Prior to joining Springcreek, Mr. Fisher was a Vice President of Bernstein Global Wealth Management in New York, and he served as a general partner and the Chief Operating Officer for Pemigewasset Capital, LLC, a Connecticut-based family office and hedge fund.

During his early career, Mr. Fisher was an entrepreneur. He founded multiple ventures, including Aim 21, Inc., a software company that built enterprise multimedia database systems for advertising agencies and their clients. After selling Aim21 to Reuters in 1996, he founded Tailwind, Inc., an online resource center for entrepreneurs and small business owners. The American Towns Network acquired Tailwind in 2001. Mr. Fisher received an M.B.A. from Stanford University and a B.S. in Economics from the University of Minnesota.

Michael “Mack” Frankfurter is author of a variety of articles and working papers on commodity investments. His presentation is being sponsored by Capital Trading Group LP. He is also a co-founder and Managing Director of Operations for Cervino Capital Management LLC, a commodity trading advisor and registered investment adviser based in Santa Barbara, California. In addition, Mr. Frankfurter is Managing Partner of NextStep Strategies, LLC which provides consulting services.

Mr. Frankfurter started his career in the financial services industry in 1989 with Bank of America. In 1991 he joined The Echelon Group, Inc. as Vice President in charge of operations of Echelon’s managed futures business. As an Associated Person, he oversaw the startup, accounting, client services, compliance, backoffice and marketing of multiple joint venture CTAs including Dreiss Research Corporation, Jackson Grain Management, Range Wise, and others. At same time he was involved in activities related to the establishment of other Echelon-related ventures, including Dignity Partners, Inc., a viatical settlement company that went public in 1996. In 2000 he joined Capco as Senior Consultant and worked on several long-term projects for various banks including Scudder Kemper/Thomas Weisel, Commerzbank and Bank of Montreal.

Michael N. Gooen is a member of Lowenstein Sandler's Trusts and Estates Group and Business Tax Counseling & Structuring practice group. His practice focuses on income and transfer tax planning for businesses and individuals. In 2008, Mr. Gooen was named to Worth magazine's list of "Top 100 Attorneys," an annual list that recognizes the nation's leading attorneys specializing in trust and estates, philanthropy, and other private practice areas. He is also listed in New Jersey Super Lawyers and The Best Lawyers in America (2009).

Mr. Gooen's transactional practice encompasses the tax aspects of mergers and acquisitions, securities offerings, private financings, investment partnerships, and joint ventures. He has focused particularly on the United States tax consequences of cross-border transactions, including "outbound" investments by United States persons (corporate reorganizations, passive foreign investment company and controlled foreign corporation issues) and "inbound" investments by foreign persons (nexus, withholding and tax treaty issues).

LISA GRAY consults with domestic and international families and their advisors on the direct influence of generational perspectives, family dynamics, and governance on wealth management decisions. Ms. Gray has 22 years' experience in the wealth management industry and is the founder and managing member of GRAYMATTER STRATEGIES LLC. Based on her experience in working with families of wealth combined with her research and consulting experience through GRAYMATTER, she developed the proprietary diagnostic Wealth Optimization Consulting™ model of service presented in her first book, The New Family Office: Innovative Strategies for Consulting to the Affluent published by Euromoney Books in 2004. The concept more accurately guides families and their advisors on the journey toward optimality in their relationships as well as in wealth management.

Ms. Gray is certified in a program designed to guide families in discovering their own solutions to the issues they face, helping families develop pathways that contribute significantly to their long-term success. Her broad-based years of experience offer a singular approach to private family, financial institution, and wealth advisor education and have positioned her as a sought-after media resource for the wealth management industry on family advisory and family office-related matters. She is a regular contributor to the Journal of Wealth Management, a member of the CFA Institute’s Retained Speaker Program, and a frequent speaker and author on family office and wealth management topics.

Her work was referenced significantly by a Wharton Global Family Alliance Report on single family offices published in May 2008. The New Family Office topped Euromoney Books’ best seller list in May 2010; her new book, Generational Wealth Management: A Guide for Fostering Global Family Wealth will be published in September of 2010. In this latest work, she outlines a new approach to wealth management, the Generational Wealth Management Continuum.℠ The approach expands family wealth portfolios to include authentic assets along with material and financial assets within a consummately integrated process.

Co-Founder and Principal: Family investment vehicle focusing primarily in hedge fund investments

Quoted in The New York Times, Business Week, USA Today, ESPN.com, New York Newsday, Chicago Sun-Times, New York Daily News, Chicago Lawyer, Wall Street Journal, New York Post, Crain’s Chicago Business, Daily Herald, Pioneer Press, Chicago Daily Law Bulletin, Chicago Tribune, New York Family. Featured frequently on WGN Radio’s acclaimed Milt Rosenberg’s “Extension 720;” WTTW’s Chicago Tonight; FOX News Channel; WBBM Radio, Chicago; CBS TV Channel 2; ABC TV Channel 7; WMAQ TV Channel 5; SportsChannel; CBS Radio; WSCR Radio; Voice of America Radio; ABC Radio Network; WFAN New York.

Member: American, Illinois and Chicago Bar Associations. Admitted to practice: Supreme Court of Illinois (1976); Federal District Court for the Northern District of Illinois; Federal Trial Bar; Seventh Circuit Court of Appeals; Eighth Circuit Court of Appeals; Federal Tax Court.

Chair: Chicago Bar Law & Literature Committee; Founder: Sports Education Symposium, Loyola University, Chicago; Featured Speaker: Alabama State Bar Annual Meeting and Dallas Bar Association Sports & Entertainment Committee; Panel member: 100th World Series Symposium, Boston, Massachusetts, sponsored by Northeastern University, Boston Red Sox and Baseball Hall of Fame;

Member, The Author’s Guild, New York; Member, Society of Midland Authors; Chicago Bar Sports Law Committee; New Trier High School Freshman Campus Transition Committee; National Writers Association; President (1985-1988), Illinois Hemophilia Foundation (director, 1983-89); Co-Chairman, Attorneys for an Unbiased Election Day (1978); Assistant to the Chairman, Campaign to re-elect U.S. Senator Charles H. Percy (1978).

Katherine is a member of the 5th generation of the Andersen Windows family. In 1996 Katherine’s family formed an independent family office called HRK Group Inc., and in 1997 the members of HRK Group Inc. sold their ownership of Andersen Windows. HRK is a full service family office comprised of an investment partnership, a private trust company, and a private foundation. The HRK offices are in St. Paul, MN. Katherine has served as the Portfolio Manager since 1998 participating in oversight of investment managers, tracking and rebalancing the portfolio, and long-range financial and estate planning for HRK clients. Katherine also serves as the HRK Trust Company Board chair.

Katherine graduated from Carleton College in 1992 with a B.A. in Studio Art and is currently enrolled in the University of St. Thomas Evening MBA program. Before joining the staff at HRK, she worked as a metalsmith and jewelry designer. Katherine has served as a Board member on the HRK Foundation Board since 1996, Artspace Projects Board from 2002-2007, and the Merce Cunningham Dance Foundation Board since 2008. She and her husband Jim live in St. Paul with their two children, Sevona 6, and Tysen 4, and two dogs.

Gene Krinn, CFA was Managing Director for 11 years of MB Investments LLC (MBI) a Chicago based SFO serving three generations.

While at MB Investments, Mr. Krinn established a professional infrastructure with a multi-generational perspective. The traditional role of investing, tax and estate planning and risk management was expanded to include the multi-generational perspective which included the family’s own Private Trust Company. Mr. Krinn managed a multi-billion dollar portfolio of a wide range of investments from private equity, hedge funds, separate accounts, and cash management.

As Managing Director, he developed the philosophy, strategies and process for the managed portfolios. He also provided leadership, direction and oversight of risk management services (e.g. insurance, art inventory), tax, accounting, business relationships, operational cash flow management, document management, portfolio reporting, philanthropy systems, and served as an educational resource to the family. MBI (the office) was recognized by Family Office Exchange in its 2008 study of Best Practices.

Mr. Krinn has a 30+ year financial services background which includes investment portfolio construction, risk management strategies, compliance and fiduciary planning for corporate retirement plans, endowments, foundations and wealthy families.

He serves as an advisory resource to other family office executives and families through his firm Fairway Advisors LLC.

Mr. Lindae has been in the capital markets for over 20 years as a private investor and portfolio manager. He started his career on Wall Street working as a Quant for Salomon Brothers and BlackRock, before transitioning to Sand Hill Road where he founded a VC funding and advisory firm, CastleRock Capital Ventures (1993-2002). In 2003 he started and investment advisory firm focused on Alternative Investments and launched an AI Fund of Funds loosely modeled after the University Endowment Model in 2005 to the 2009. He presently works with Kendall Investments a Private Equity Fund of Funds in Cambridge MA.

Juan is Chairman of the Board for PREBEL, his family’s third-generation family business. PREBEL manufactures, distributes, and sells cosmetics, fragrances, and toiletries in Colombia, Peru, and Mexico. The company has recently experienced generational succession in the Board, as well as in top management, including a new CEO in late 2009.

Juan has played an active role in his family’s governance structure, helping shape the family council and its protocol since 1995, and contributing to the creation of the family office in 2007.

Juan graduated from the University of Colorado at Boulder with a Bachelor’s degree in Business Administration.

Bill is the CEO/CFO for a larger single family office in Upstate NY. In that role, Bill has total responsibility for all of the family’s financial, business, and personal interests. He has a keen insight on the investment management function handling the family’s asset allocation, due diligence, manager selection, and performance reporting. He also handles the generational issues covering four generations and the issues pertaining to the management and transfer of wealth. On the lighter side, Bill handles the acquisition of real estate, yachts, airplanes and the customary toys for a high net worth family. He identifies himself as a “Jack of all trades” having to deal with virtually everything the family interacts with. Bill has been in this position since 2000. Prior to that, Bill spent 15 years in the investment banking business. Bill graduated from St. John Fisher College and also the 3 year SIA Program through the Wharton School.

Tom is an investment advisor representative and joins Vogel with over 28 years of executive experience in wealth management, corporate consulting and higher education administration. Tom is a founding principal officer for an investment advisory and family office firm in the Midwest. He has also been the president of a public foundation, vice president for a private university and senior consultant to a national marketing firm. Tom has earned a Master of Arts degree in International Administration and a Bachelor of Science degree in Journalism from Ohio University. Tom previously served as trustee for his church and on the Board of Directors for The Foundation for Independent Higher Education, Stamford, CT, and various chapter affiliates of Rotary International and the Chamber of Commerce. He currently serves as a board member on private family foundations and is liaison to the Family Office Exchange (FOX), Family Wealth Alliance and the Institute for Private Investors.

Client Responsibilities:
Investment management, client services, sales, family meeting and education facilitation, financial planning, wealth management, charitable and family foundation consulting.

Ms. Naylor is the Managing Partner of Palace Capital Partners, a fund of hedge funds, and Principal of Palace Capital Management LLC, an SEC-registered investment advisor founded in 2002. Prior to forming Palace Capital, Ms. Naylor was President of Draycott Capital Inc., a Santa Fe-based family office, from 1998-2002. In this capacity she managed a portfolio of traditional and alternative managers. From 1989-1998 Ms. Naylor was an investment broker with Smith Barney (1990-98) and Merrill Lynch (1989-90), specializing in managed money consulting for private investors. Ms. Naylor joined Bear Stearns & Co. in 1987, shortly after receiving her B.A. from Newcomb College of Tulane University. Ms. Naylor is active in philanthropy as a trustee of her family’s charitable foundation, and has served on numerous non-profit boards of directors and their investment committees. A native of Louisiana, Ms. Naylor and her family have lived in Santa Fe for the past 20 years.

Natasha Pearl, CEO and Founder of Aston Pearl, has more than 18 years of unique global ultra-wealth and family office experience. In 2002, she founded Aston Pearl, “the family office for everything except money,” providing objective advisory to single family offices on private staffing, residential operations, aviation, art, eldercare, and other lifestyle areas. In 2006, as part of Institutional Investor’s Fifth Annual High-Net-Worth Awards, Aston Pearl was nominated by Private Asset Management as “Family Group of the Year.”

In addition to leading Aston Pearl, she co-founded SFO Advisor Select in 2009, which assists single family offices with selecting advisors in areas including accounting and investment consulting.

Prior to founding Aston Pearl, she served as a Senior Vice President and Worldwide Director at Sotheby’s, and as Chief Marketing Officer for Circline, a global art firm. Before that, she advised top-tier global financial institutions while at Booz Allen and Mercer Management Consulting, and held positions at American Express in operations and marketing.

She is frequently invited to speak on family office topics, most recently at the Seventh Annual Institutional Investor/Lido Consulting Family Office Wealth Conference, Campden’s Families in Business, Institute for Private Investors’ Spring Forum, NMS Family Office Forum, the Family Wealth Alliance, Tiger 21, and Metropolitan Circle.

Aston Pearl has been featured in the Wall Street Journal, the Financial Times, in the newsletter of the Family Office Exchange, and in Worth. Ms. Pearl’s expertise has also been highlighted in Bloomberg Markets, “Battling for Billionaires;” Forbes.com, Der Spiegel, and The Atlantic.

She recently completed a four-year term as a member of the Harvard Business School Dean’s Board of Advisors, and is a trustee of Marymount Manhattan College.

Ms. Pearl received her undergraduate and MBA degrees from Harvard University.

IRA FOUNDED T5 EQUITY PARTNERS, LLC WITH THE EXCLUSIVE BACKING OF THE TRIPLE FIVE GROUP, FAMILY OFFICE (TRIPLEFIVE.COM). PRIOR TO STARTING T5, IRA SERVED AS MANAGING DIRECTOR AND HEAD OF THE EAST COAST, BANKRUPTCY AND RESTRUCTURING GROUP AT TRENWITH SECURITIES, LLC, THE INVESTMENT BANKING AFFILIATE OF BDO SEIDMAN, LLP. PRIOR TO THAT, IRA FOUNDED AND RAN COVE CAPITAL ADVISORS, INC., A BOUTIQUE FINANCIAL ADVISORY FIRM FOCUSED ON RESTRUCTURING, TURNAROUND AND DISTRESSED / BANKRUPTCY M& A ADVISORY SERVICES. COVE CAPITAL ADVISED ON OVER $5.5 BILLION OF SUCH MATTERS.

PRIOR TO THAT, IRA WAS RECRUITED TO, AND FOUNDED MOUNT WILSON ADVISORS, INC., WHICH WAS AN INVESTMENT BANK, BACKED BY A MEMPHIS, TN, PRIVATE EQUITY FIRM. BEFORE MOUNT WILSON, IRA WAS A VICE PRESIDENT IN THE CHASE MANHATTAN BANK’S ELITE RESTRUCTURING GROUP. DURING HIS SEVEN YEARS AT CHASE, IRA FOCUSED PRIMARILY ON CORPORATE LOAN RESTRUCTURINGS TO MIDDLE MARKET AND INTERNATIONAL COMPANIES. IN THAT CAPACITY, HE RESTRUCTURED AND/OR SOLD OVER $1.5 BILLION OF TROUBLED DEBT. IN ADDITION, IRA SERVED AS LIAISON TO CHASE’S GLOBAL M& A GROUP WITH A MANDATE TO IDENTIFY AND ADVISE ON BANKRUPT OR DISTRESSED M& A OPPORTUNITIES FOR CHASE’S TOP-TIER CLIENTS.

FURTHER, IRA ASSISTED IN THE FORMATION OF, AND WAS AN ADVISOR TO KNIGHTBRIDGE CAPITAL PARTNERS LLC, AN INVESTMENT BANK ESTABLISHED TO DO PRIVATE PLACEMENT TRANSACTIONS FOR GROWTH AND/OR DISTRESSED COMPANIES.

FOR SEVERAL YEARS, IRA GAVE THE KEYNOTE ADDRESS TO THE WORLD-WIDE, SENIOR MANAGEMENT OF THE KOREA EXCHANGE BANK AT A CREDIT ANALYSIS AND LOAN CLASSIFICATION SEMINAR. IRA ALSO MODERATED AND SERVED ON TWO PANELS DISCUSSING BANKRUPTCY/DISTRESSED M& A. HE ALSO GAVE A BANKRUPTCY M& A SEMINAR AT THE LAW FIRM OF DUVAL & STACHENFELD, LLP.

IN ADDITION, IN MARCH 2000, IRA WAS CHOSEN AS ONE OF THE TOP 40 UNDER 40 BY BUSINESS NEWS NEW JERSEY, A STATEWIDE, WEEKLY BUSINESS JOURNAL. IRA ALSO IS A MEMBER OF THE TURNAROUND MANAGEMENT ASSOCIATION. HE PREVIOUSLY SERVED ON THE BOARD OF DIRECTORS OF LEXINGTON HEALTHCARE GROUP, INC. (OTC: LEXI), A PUBLIC NURSING HOME COMPANY, AND ON THE ADVISORY BOARD OF A HEDGE FUND, FAIRBANKS EQUITY FUNDING LTD.

Kirby Rosplock joined GenSpring Family Offices in 2004 and is their Director of Research & Development in the Innovation and Learning Center. Her responsibilities include the development of GenSpring’s patent-pending Wealth Management Process and directing corporate non-investment research efforts. In 2006, Kirby completed GenSpring’s Women & Wealth Study involving over 100+ affluent women from across the country whose combined net worth exceeded $2 billion. The study explored women’s approach to managing their wealth, their involvement, awareness, decision making, attitudes, values and practices for wealth preservation as well as wealth transfer intentions. In 2007, she led a follow-on study with affluent men to learn the differences and similarities of their views, attitudes, involvement and practices around wealth. And in 2008, Kirby spearheaded the Alignment Study, comparing and contrasting men’s and women’s different approaches to wealth. Presently, she is leading an international study exploring the relationship between the family business and the family office. Preliminary findings were shared at the Family Firm Institute and GenSpring’s Family Symposium in the fall of 2009 and phase II of the study is ongoing.

She was the editor of GenSpring’s 20th Anniversary book, A Family’s Guide to Wealth: Insights from Thought Leaders and Pioneers (2009), which included leading expert’s views and writings that have shaped GenSpring’s perspective over its history. Currently, A Family’s Guide to Wealth is being translated into Spanish for broader dissemination. In addition to publishing, speaking, researching and writing, Kirby is actively involved with and leads the development of innovative tools, such as GenSpring’s Wealth Map, GenSpring’s KMAAN cards and games such Shirtsleeves to Shirtsleeves, a board game developed to help families bring awareness to many intergenerational wealth issues.

Prior to joining GenSpring, Kirby worked in a management consulting firm as a business consultant, coach and facilitator to entrepreneurs, affluent families, family offices and family businesses. She also has consulted to institutions such as Marquette University’s Family Business Center where she co-lead a regional study on family businesses in 2002. Previously, she had her securities licenses (Series 7 & 63) and worked in a broker-dealer helping manage a family of private equity funds. Having grown up in a large, complex affluent family with multiple family businesses, Kirby’s personal experiences compliment her professional experience of advising and aiding enterprising families. She is a 4th generation member of a family business and is a co-trustee on her family’s foundation.

Kirby earned her undergraduate degree with honors from Middlebury College, and an MBA from Marquette University, with an emphasis in private equity finance and entrepreneurship. Kirby has her PhD in Organizational Systems from Saybrook University, where she focused on change management as it applies to affluent families. The Women & Wealth study conducted in 2006 was part of her dissertation entitled, “Women’s Interest, Attitudes and Involvement with their Wealth.” Kirby and her husband, John, also co-own an antique Asian furnishing business, White Lotus Collection, (www.WhiteLotusCollection.net) located in West Palm Beach, FL. Kirby’s pride and joy and her greatest accomplishment are her two beautiful daughters, Sydney Piper and Quincy Caroline. When not working or with family, Kirby enjoys playing ice hockey, skiing, tennis, golf, traveling, swimming, hiking, biking, and enjoying the great outdoors.

Laura Ross is a partner at Harb, Levy & Weiland LLP in charge of the hedge fund tax practice. She has extensive experience in accounting and tax issues of hedge funds, market makers, and pass-through entities and their owners. She is a member of the Firm’s Tax Committee and has overseen the participation of the Firm in many charitable events.

Ms. Ross has been with the Firm since January 1998. She provides tax services to partnerships, limited liability companies, securities partnerships, market makers, and high net-worth individuals. Ms. Ross has also been a lecturer for the Accounting Department at San Francisco State University, where she taught Financial Statement Analysis and is currently teaching Taxation of Financial Instruments for the Master of Science in Taxation Program at Golden Gate University. She also appears as a speaker for Financial Research Associates conferences and webinars.

Ms. Ross received a Bachelor of Science Degree in Accounting, a Bachelor of Science Degree in Finance and a minor in Business Information and Computing Systems from San Francisco State University in 1998. She received her Master of Science in Taxation from Golden Gate University in 2004.

Ms. Ross is Vice President of the San Francisco Chapter of the California Society of Certified Public Accountants and chair of the San Francisco Chapter’s Tax Committee. She is also a state council representative for the California Society of Certified Public Accountants and serves on the Public Service Award Committee and is a member of the Taxation Committee. She is a member of the American Institute of Certified Public Accountants and she is on the Accounting Department Advisory Board of San Francisco State University. Ms. Ross is also a licensed and active foster parent for San Mateo County.

A third generation real estate owner and operator, Nicole is Chief Investment Officer of her family’s family office, the Rothschild Family Office1. Petra Partners, LLC, which she co-founded in 2002 with Leonard DiPietra, also serves as the portfolio management firm for the Rothschild Family Office.

Nicole Rothschild is also co-Portfolio Manager of Petra Real Estate Fund I and a Principal of Petra Partners, LLC, the investment advisor and general partner of the Fund. Petra Partners, LLC has overseen investment and trading of equities, treasury securities, commercial real estate, mortgage loans, physical commodities and derivatives.

The Rothschild Family Office, through its MEIT Realty business, invests in multi-family residential units and retail and office space. Nicole manages the financial and day-to-day operations of the properties.

Prior to becoming co-manager of MEIT Realty in 1995, Nicole worked as a staff accountant for one and a half years at the real estate accounting firm, Kenneth Leventhal & Co., focusing on forensic accounting analysis related to the failure of a mortgage backed securities hedge fund. (Midway through her tenure there Kenneth Leventhal & Co. was merged into the real estate department of Ernst & Young.)

Nicole graduated summa cum laude with a Bachelor of Science degree in accounting and economics from New York University’s Leonard N. Stern School of Business.

Ms. Sallstrom is a co-founder of Envoi, LLC, an independent family office dedicated to serving the complex financial needs of families whose wealth will impact future generations. Envoi is currently engaged to lead financial, investment, tax and estate planning matters on behalf of 24 client families. She is responsible for directing Envoi’s wealth counsel philosophy and process.

Ms. Sallstrom’s previous experience provides the core family office principles that serve to distinguish Envoi in the marketplace and protect the firm’s role as advocate on behalf of client families. Prior to co-founding Envoi, Ms. Sallstrom was Chief Investment Officer for Crosswater, a multi-family office. Previous to Crosswater, Ms. Sallstrom was the Director of Family Office Strategies for U.S. Bancorp Piper Jaffray, where she successfully built a multi-family office providing comprehensive wealth counsel for taxable investors with substantial net worth. Ms. Sallstrom joined U.S. Bancorp Piper Jaffray from Tonkawa, Inc., the private family office of the owners of Carlson Companies, Inc., a global, multi-billion dollar hospitality, travel, and marketing company headquartered in Minnetonka, Minnesota.

Ms. Sallstrom is a graduate of Carleton College in Northfield, Minnesota and holds an MBA in Finance from the Carlson School of Management at the University of Minnesota.

Christopher L. Snyder, Ph.D. is co-founder of Private Client Resources, LLC (PCR). Prior to his tenure at PCR, he founded Loan Pricing Corporation (LPC) in 1985 and sold it in 1994 to Reuters. After selling LPC, Mr. Snyder served as a special research consultant to JPMorgan in building the first Wall Street research department focused on the global syndicated loan marketplace. From 1976 to 1985, Mr. Snyder was Group Vice President of DRI/Standard & Poor's. From 1973 to 1975 he was Vice President and deputy Director of Management Science at the Chase Manhattan Bank. He also served in the Office of the Secretary of Defense at the Pentagon as a Captain in the United States Air Force. Mr. Snyder received his Ph.D. in Economics and Statistics from Lehigh University. He also studied Mathematics and Finance under a graduate scholarship at NYU.

Matthew Storm is a Partner and Chief Risk Officer of CV Advisors, a boutique multi-family office that helps high net worth individuals and small institutions to achieve their long term investment objectives. Prior to co-founding CV Advisors, Mr. Storm served for a number of years as Managing Director of Investment and Research at Crystal Advisors, a fund of hedge funds. Previously he worked at Monitor Group, a leading global strategy consulting firm. Mr. Storm graduated from the University of Pennsylvania with a BA and from the Wharton School of Business where he received his MBA.

Ronald Varney is a cum laude graduate of Amherst College, where he was an Independent Scholar in English. After teaching in private schools here and abroad, he worked in the film industry and in banking before joining Sotheby’s New York in 1989.

He began at Sotheby’s as Vice President and Director of Marketing Development, starting a proposals department, which organized major collection sales, and founding Sotheby’s Books, which publishes titles on collecting and connoisseurship in New York and London. He was also the Publisher of Sotheby’s Preview, the firm’s international magazine, and Art at Auction, their yearly review of the auction season. He was later promoted to Senior Vice President of Trusts and Estates, where his responsibilities included developing new clients and winning major auction consignments in the United States, Europe and Japan.

Mr. Varney was involved in the sale of many major collections and estates at Sotheby’s. Among these were: the Rick Carroll Collection of automobiles; the Saul Steinberg Collection of English furniture; the Estate of Jacqueline Kennedy Onassis; the Estate of Ambassador Pamela Harriman; the Estate of Greta Garbo; the Estate of Irene Selznick; the Harry A. Franklin Collection of African tribal art; the contents of Mercer House, Savannah; the Sister Parrish Collection; and the Ralph Lauren Collection of English furniture.

In 2001 Mr. Varney was appointed Worldwide Director of Trusts and Estates as well as business development for the French-owned auction house Phillips, de Pury & Luxembourg, where he was involved in the historic sale that year of the Smooke Collection of Impressionist and Modern Art. In 2002, he founded Ronald Varney Fine Art Agents.

Mr. Varney has written widely on the arts for Esquire, Smithsonian, House & Garden, The Wall Street Journal, The New York Times, The Los Angeles Times, The Virginia Quarterly Review, The Georgia Review, The Hudson Review and The Harvard Business Review.

Michael Zeuner is Chief Strategy and Client Experience Officer of GenSpring Family Offices. In this capacity, he has responsibility for management and oversight of GenSpring's network of family offices. In addition, he has executive team leadership responsibility for strategic planning and marketing.

Prior to his role at GenSpring, Michael was Managing Director and Global Head of Wealth Solutions at JP Morgan Private Bank. In this capacity, he was on the executive team with responsibility for strategic planning, branding, marketing and specialized advisory services (art, philanthropy and family governance) for the worldwide private bank.

A management consultant by training, Michael led projects in the financial services area for both Andersen Consulting (now Accenture) and Booz, Allen & Hamilton. He joined Chase Manhattan in 1995 as Vice President in the investment bank, and moved to the private bank in 1997 to head up strategy and marketing worldwide. JP Morgan and Chase Manhattan merged in January 2002.

Michael graduated from Brandeis University, (B.A.) and earned an M.B.A. from the University of Chicago. He also studied at The London School of Economics. He resides with his wife Julia, and three children in New York City.