East Coast Family Office Wealth Conference 2024 | Institutional Investor | 14 May 2024 | Four Seasons Hotel And Residences Fort Lauderdale, 525 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

With the success of a 20-year run at our West Coast Family Office Wealth Conference, we will draw together Single-Family Office executives and ultra-high net worth individuals form across the East Coast for a two-day event.

A blend of presentations, panels, workshops, and Family Office-only investment discussions, the agenda will address topics including: the current macro landscape, private market opportunities, climate change, sustainability, biotech, healthcare, generational challenges, cybersecurity and many others

2024 Speakers

ADVISORY BOARD:

Markus Kalina
Managing Director, Atalo Capital (New York, NY)

Ned Brines
Chief of Investment Strategy, Arnel & Affiliates (Seal Beach, CA)

Ron Macleod
Managing Partner, Chief Operating Officer, Managing Trustee, Baciu Family Capital and Management (Orange County, CA)

Avinash Sarwal
President, Bikaner Advisors (Montreal, Canada)

Clay Bradley
Vice President, Eno Farms, Inc. (Atlanta, GA)

Kenan Jiang
Partner, Excellent Capital (Irvine, CA)

Paul Hwang
Manager, Fiduciam (Los Angeles, CA)

Bei Saville
Chief Investment Officer, Fingerboard Family Office (New York, NY)

Jordan Stein
Vice President of Investments, Ilitch Family Office (New York, NY)

Sid Malhotra
Chief Investment Officer, Kactus Capital (NY)

Robert Terrell
Director of Investments, Karlin Asset Management (Los Angeles, CA)

Brandon Laughren
Chief Investment Officer, Laughren Group (New York, NY)

Josh Roach
Managing Director, Meritage Group (Greenwich, CT)

Clark Cheng
Chief Investment Officer, Merrimac Corporation (New York, NY)

Kerri Scott
COO, Mt Vernon Investments (Dallas, TX)

Lopa Desai
Managing Director, Niraat (San Francisco, CA)

Clay Drury
Chief Investment Officer, North Star Investments (Lake Forest, IL)

Richard Feldman
Managing Director, Rijo Investment Group (Encino, CA)

Clive Fleissig
President and Co-Founder, Rochester Advisors (Los Angeles, CA)

Brian Horner
Investment Manager, Rural Route 3 Holdings (Los Angeles, CA)

Doug Bryant
President, Settco Management LLC (Pierre Part, LA)

Ben Pierson
Chief Investment Officer, Sherwood Family Office (Madison, NJ)

Tommy Mayes
Executive Advisor, Sungate Capital LLC (Winter Park, FL)

Michelle Clements
Board Member, Investment Committee Member, Synergy Trust Partners (Jackson, WY)

Fritzi Hallock
Chief Investment Officer, The Greenland Corporation (Baltimore, MD)

Doit Koppler
Managing Director & Treasurer, Third Security LLC (Radford, VA)