Montage Laguna Beach
Montage Laguna Beach, 30801 S Coast Hwy, Laguna Beach, CA 92651, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Sep 19 PDT - Tue Sep 20 PDT (about 1 year ago)
In your timezone (EDT): Mon Sep 19 3:00am - Tue Sep 20 3:00am
Location Montage Laguna Beach
30801 S Coast Hwy, Laguna Beach, CA 92651, USA
Region Americas

The pandemic may be largely behind us (for now), but that doesn’t mean the current environment is any less chaotic.

Family office investors are up against choking supply chains and rising inflation, to geopolitical tensions and increasing inequality, all creating vast uncertainties in the market. Midterm elections in November will make 2022 even trickier by adding another layer of uncertainty to the investing mix - if congressional shifts republican, what is the impact on policy, laws and foreign relations, and the stock market? And how does that affect you and your investments?

The combination and magnitude of these events leave us with some burning questions: How can family offices build resilience into their portfolios with all that is at play? Where are investment opportunities to be found among the chaos? How should families be thinking about future wealth preservation and generation?

The 19th Annual Institutional Investor Family Office Wealth Conference will aim to address these questions and zero in on the present investment opportunities amid the increased risks. Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this program will endeavor to address a range of those critical issues facing family members and executives. Topics under discussion include the current macro landscape, alternatives, private markets, cryptocurrencies and blockchain, biotech, healthcare, among others.

At the Conference, we strive to foster a family-to-family dialogue and provide a physically safe space for thoughtful, intellectual discussions to help us get through this together.


2022 Speakers


Bei Saville
Chief Investment Officer, Fingerboard Family Office

Markus Kalina
Managing Director, Atalo Capital

Clay Bradley
Vice President, Eno Farms, Inc

Richard Feldman
Managing Director, Rijo Investment Group

Clive Fleissig
President and Co-Founder, Rochester Advisors

Tommy Mayes
Executive Advisor, Sungate Capital LLC

Michelle Clements
President, Synergy Trust Partners

Fritzi Hallock
Principal, The Greenland Corporation

Doit Koppler
Managing Director & Treasurer, Third Security LLC

Lopa Desai, Managing Director, Niraat

Matthew Hayden
Founder & Owner, Sea Purity Investments

Ned Brines
Chief of Investment Strategy, Arnel & Affiliates

Ben Peters
Vice President, Cameron Holdings

Ellie Peters
Vice President, Cameron Holdings

Andrea Liu
Li Family Office

Kerri Scott
COO, Mt Vernon Investments

Robert Terrell
Director of Investments, Karlin Asset Management