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The 10th Annual Family Office Symposium
May 7-8, 2012 • The Fairmont Southampton Princess, Bermuda
Join us for our 10th Anniversary Family Office Symposium in Bermuda this May, where you’ll hear directly from family offices themselves about both the “hard” and “soft” sides of family office management. You’ll mingle with families from all over the world and explore new opportunities for growth in today’s tough environment. Just a few of the innovative topics addressed this year include:
- An exploration of the reality of investing today: Can we make 6% again?
- Results of an industry study looking at trends and issues in the FO space
- Unique investment options for families after liquidity events
- New directions in direct investing
- A debate on the SEC rules: is the reality as bad (or worse) than what was expected?
- How younger family members are handling significant wealth
- The realities of putting together a ‘virtual’ family office—HOW you outsource matters!
- ...and much more!
| Former attendees have included representatives from: |
| Brandes Investment Partners, L.P. |
Stillwater Capital Partners, Inc. |
| MFS Investment Management |
Ada Investments |
| Evest Venture Partners |
Fairway Advisors, LLC |
| Gunderson Dettmer |
FAMCO |
| Gresham Partners LLC |
Cerulli Associates |
| Shah Capital Management |
Envoi |
| Heidrick & Struggles |
Wynnefield Capital |
| Houlihan Capital |
Industrias y Creditos SAS |
| Lowenhaupt Global Advisors |
Southwind Associates |
| GUSTAFSON & CO INC |
Insite Group |
| Lowenstein Sandler PC |
Arthur Bell |
| Cervino Capital Management |
Microequity Partners LLC |
| Schwab Charitable |
Welton Investment Corporation |
| Avalon International Group |
Fidelity Family Services |
| ITC Trading Management Company, LLC |
Transcendent Investments Management |
| Petra Partners LLC |
Duff and Phelps |
| Eaton Vance |
Insurative Premium Finance |
| Sapient Asset Advisors, LLC |
Springcreek Advisors, LLC |
| T5 Equity Partners |
Frank Crystal & Co. |
| McAda Management LLC |
American Airlines |
| Worth, A Publication of Sandow Media |
Lighthouse Investment Partners |
| Wealth Touch |
Ronald Varney Fine Art Agents |
| Anchin, Block & Anchin LLP |
Family Wealth Consultants LTD |
| Weiss-Ham Capital, LLC |
Raptor Capital Management |
| Mack International LLC |
Mast Capital, Inc. |
| Marshall Wace North America L.P. |
Constellation LP |
| Miguel Family Office |
Rothschild Family Office |
| The Milburn Corp. |
L Investments |
| Krusen Family Office |
Healthcare Navigation LLC |
| Water Island Capital |
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| MB Family Advisors, LLC |
Rose Consulting Group |
| Genspring Family Offices |
Woodbury Strategic Partners |
| Aston Pearl |
Kings Mountain Capital Group |
| Private Client Resources, LLC |
Third Point LLC |
| Coronado Investments |
Greenberg Traurig LLP |
| KCG Capital Advisors |
Kaufman Rossin Fund Services, LLC |
| McLaughlin & Co |
Okabena Company |
| Capital Trading Group |
Graymatter Strategies LLC |
| MV Family Office |
Strassler LLC |
| Glazer Capital |
Harmony Capital LLC |
| Nease, Lagana, Eden, & Culley |
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| Deutsche Bank |
Vogel Consulting |
| Passport Capital |
Harb, Levy & Weiland |
| Northern Trust |
Palace Capital Management, LLC |
| Clearview Partners LLC |
Saade Family Office |
| Battea |
Family Concierge |
| DiMino Family Office |
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Sponsorship Opportunities are Now Available!
Contact Kevin Weigel 704-341-2448 or kweigel@frallc.com
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“Topics were excellent this year—comfortable educational environment”
Lisa Gray, Graymatter Strategies LLC
“I liked the size of the conference and mix of people. Topics were interesting and not overworked.”
“Good networking opportunity. Learned a lot about SFO & MFO thinking and concerns. Good range of participants.”
Richard Keller, Brandes Investment Partners
“The conference seemed quite well rounded in its topics, and the bifurcation of investment and family issue tracks well thought out.”
Rosemarie Stoffo, Rose Consulting Group
To register, call 800-280-8440
For team discounts, call Kathie Eberhard at 704-341-2439.
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