16th Annual Family Office Wealth Conference 2019 | Institutional Investor | 22 September 2019 | Montage Laguna Beach, 30801 S Coast Hwy, Laguna Beach, CA 92651, USA

The 16th Annual Institutional Investor Family Office Wealth Conference will offer a forum in which a variety of perspectives, ideas and viewpoints will be provided on these and other topics essential to affluent families’ overall success. Through a series of expert presentations and panel discussions, families-only working groups and idea labs, seasoned family office executives and family members will examine the issues likely to have the biggest impact on their wealth, their lifestyle, and the legacy they are able to leave for future generations.

2019 Speakers

Clay Bradley
Vice President, Eno Farms, Inc.

Michelle Clements
President, Synergy Trust Partners

Richard Feldman
Managing Director, Rijo Investment Group

Fritzi Hallock
Principal, The Greenland Corporation

Michael T. Kane
President, Kestrel Investments

Tommy Mayes
Executive Advisor, Sungate Capital LLC

Mark McKee
President, Capital Alternatives, LLC

Michael Novak
President, Wellspring Financial Advisors

Robert Terrell
Director of Investments, Karlin Asset Management

Doug Bryant
President, Settco Management

Colby Hanks Baer
Analyst, Eaglebine Capital

Robert Mischel
Chief Operating Officer, Wurwand Family Office

Clive Fleissig
President and Co-Founder, Rochester Advisors

2019 Sponsors

LEAD SPONSORS:
• PIMCO
• Schroders
• Zanbato

CO-SPONSORS:
• AQR
• Cambridge Associates
• Cresset Partners
• Dpm Capital
• Dyal Capital Partners
• John Hancock Investments
• Kayne Anderson Rudnick
• Lakestar
• Lombard International
• Pretium Partners
• Rwc Partners
• Wellington Management Company LLP

EMERGING SPONSOR:
• Seaport Global Asset Management LLC