20th Annual Family Office Wealth Conference 2023 | Institutional Investor Forums | 17 September 2023 | Montage Laguna Beach Resort, 30801 S Coast Hwy Laguna Beach, US

The 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 working groups and idea labs, seasoned family office executives 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.

2023 Speakers

ADVISORY BOARDS:

Markus Kalina
Managing Director, Atalo Capital

Ned Brines
Chief of Investment Strategy, Arnel & Affiliates

Ron Macleod
Managing Partner, Chief Operating Officer, Managing Trustee, Baciu Family Capital and Management

Mehmet Budak
Founder & Chief Investment Officer, Bessley Capital, LLC

Avinash Sarwal
Chief Investment Officer, Bikaner Advisors

Clay Bradley
Vice President, Eno Farms, Inc.

Paul Hwang
Manager, Fiduciam

Bei Saville
Chief Investment Officer, Fingerboard Family Office

Jordan Stein
Vice President of Investments, Ilitch Family Office

Sid Malhotra
Chief Investment Officer, Kactus Capital

Robert Terrell
Director of Investments, Karlin Asset Management

Josh Roach
Managing Director, Meritage Group

Kerri Scott
COO, Mt Vernon Investments

Lopa Desai
Managing Director, Niraat

Clay Drury
Chief Investment Officer, North Star Investments

Richard Feldman
Managing Director, Rijo Investment Group

Clive Fleissig
President and Co-Founder, Rochester Advisors

Doug Bryant
President, Settco Management LLC

Tommy Mayes
Executive Advisor, Sungate Capital LLC

Erik Landsness
CEO, TAMCAP

Michelle Clements
Board Member, Investment Committee Member, Synergy Trust Partners

Fritzi Hallock
Principal, The Greenland Corporation

Doit Koppler
Managing Director & Treasurer, Third Security LLC