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Swissôtel Chicago * June 8 - 10, 2009

Day One: Monday June 8

8 am

Day One Registration

9am-12pm

Interactive Executive Masterclass

FAMILY OFFICE FROM A to Z: Structuring and Streamlining the Most Effective Family Organization

Rhona Vogel, President & Founder, VOGEL CONSULTING
Sara Hamilton, Founder & CEO, FAMILY OFFICE EXCHANGE

Richard Morris, Principal, ROI CONSULTING

12:00

Luncheon for Workshop Participants

Enhancing the Organization for More Informed Decisions

1:00

 Opening Remarks: Main Day Chairperson
Robert Francais, CEO, ASPIRANT (MFO)

1:15

Collaboration in Family Wealth: Sustaining Growth in This New World Order

Moderator:
Thomas R. Livergood, CEO, THE FAMILY WEALTH ALLIANCE, WHEATON, IL

Panelists:
Christine K. Galloway, CEO, OKABENA COMPANY, MINNEAPOLIS, MN
Edward M. Lazar, President, THRESHOLD GROUP, GIG HARBOR, WA

2:00

Asset Protection: Preserving Your Wealth for Generations to Come Through Innovative Structuring Strategies.

Thomas J. Handler, J.D., P.C, Partner, HANDLER THAYER & DUGGAN

Handout

3:00

Networking Refreshment Break-Make New Connections and Build on Existing Relationships

Bridging The Gap Through Key Transitions

3:30

Empowering the Next Generation and Enriching the Family Legacy Through Impactful Philanthropy

Moderator:
Bruce Boyd, Principal and Managing Director, ARABELLA PHILANTRHOPIC INVESTMENT ADVISORS

Panelists:

The Galvin Family, Founders of Motorola
Chris Galvin, Former CEO, MOTOROLA
The Lender Family, Founders of Lenders Bagels
Marvin Lender, LENDER FAMILY MANAGEMENT (Patriarch family member)
Keith Lender, LENDER FAMILY MANAGEMENT (G2 family member)

Jeff Lauterbach, Family Advisor, LAUTERBACH & CO

4:30

Pinpointing Future Opportunities for Multi-Family Offices: Paving the Road for An Evolving Business Model

Rob Francais, COO, ASPIRIANT (MFO)
Rick Pitcairn, Chief Investment Officer and 4th Generation Family Member, PITCAIRN (MFO)
John Elmes, Senior Partner, GENSPRING FAMILY OFFICES, (MFO)

5:45

Champagne Roundtables and Welcome Reception

1. Improving Operations with Technology in the Family Office: Jud Bergman, Founder and CEO, Envestnet

2. Achieving Returns in Today's Market: Serge Troyanovsky, Director, BNP Paribas

3. The Multi Family Office Model: Is Bigger Better?John Elmes, Senior Partner, GENSPRING FAMILY OFFICES, (MFO)

4. Human Capital: Solving the Equation: Linda C. Mack, President, Mack International

5. Family Business Owners and the Family Office: Greg Rogers, Founder and President, Raylign Advisory LLC

6. The Recession and its Impact on Family Office Business Opportunities:Rob Francais, COO, ASPIRIANT (MFO)

7. Structuring the Family Office: Making the Right Decisions: Tom Meiliger, Vogel Consulting

8. High Impact Philanthropy: Scott Oki, Co-Founder, Microsoft Alumni Foundation; The Oki Foundation

9. Beyond Product: The Sustainability of the Advice Model in the MFO: Rick Pitcairn, Chief Investment Officer and 4th Generation Family Member, PITCAIRN (MFO)

10. Enhancing Due Diligenc: Strategies and Advice for Greater Protection: Steve Braverman, President, Harris MyCFO

Followed By: Evening Entertainment with Live Music by Suenalo, Creators of "GOGO" (Guitars over Guns Operation)

Day Two: Tuesday June 9

7:30

Closed-Door Family Breakfast: The Private Exchange - Exclusively for Families and Private Family Office Executives (By Invitation Only)

Sponsored by RyHolland Fielder

Table Topics: The Exclusive Market Exchange - Alternatives to Alternative Assets

8:45

Opening Remarks: Conference Chairperson
Robert Francais, CEO, ASPIRANT (MFO)

9:00

Family Business to Family Office: Transitions, Integration and Separation

Moderator:

Joel Treisman, Chairman, TIGER 21

Panelists:

Fort Flowers, President and CEO, SENTINEL TRUST COMPANY (MFO)
Benjamin Oehler, President and Founder, BASHAW GROUP
Greg Rogers, Founder and President, RAYLIGN ADVISORY LLC
Leslie C. Quick, III, Founding Partner, MASSEY QUICK & CO., LLC

Adapting to Succeed in a New Economy

10:00

Beyond Country Club Due Diligence: Mitigating Investment Risk, Avoiding Fraud and Ensuring Transparency- Essential Tactics to Protect Future Investments

Steve Braverman, President, HARRIS MYCFO (MFO)

Bull or Bear? Achieving Market Neutral Hedge Fund Returns with Transparency, Liquidity, and Fee Efficiency: Focus on Commodities and Protection With the New Generation of Systematic Investment Strategies

Serge Troyanovsky, Director, BNP Paribas

11:10

Networking Break

11:40

Global Credit Markets and Distressed Debt Investing: Forecasting Future Conditions and Understanding the Implications of Today

Edward I. Altman, Creator of the Z-Score, the most widely used indicator for predicting bankruptcy

12:40

Networking Luncheon

Tracks

Track A: Collaboration Between Generations

Chaired by:

Track B: Operational Best Practices

Chaired by: Michael J. Brink, CLU, AEP, Principal, PELAGOS ADVISORS LLC

Track C: Investment and Wealth Preservation

Chaired by: Bill Friend, President, Core Capital and Principal,

 HARRIS HOLDINGS  (SFO)

1:40

Private Affair: Overcoming Obstacles to Family Governance and Education
Open to family members only (extended family, children and spouses encouraged to attend)

Leader: Mark Casella, COPPERTREE LTD (family member)

Interactive Roundtable Discussion: New Vistas in Human Capital

Charles Meek, Founder and President ,EXECUTIVE LEADERSHIP RESOURCES, LLC

Credit and Risk

Robert Bernstein, Managing Member,PRISM GLOBAL ADVISORS (SFO)

David Smilow, Chairman, JEFFERSON NATIONAL

2:40

Inside the Board Room: Semi-Closed Door Session - Challenges in the Family Office

Moderator:
David Lansky, Ph.D., THE FAMILY BUSINESS CONSULTING GROUP, INC.

Panelists:

Daniel Thiem, ROYAL MANAGEMENT COROPORATION (SFO family member)
Richard Morris, Principal, ROI CONSULTING(MFO family member) Felpro Family
Tom Pazol, CEO,CYCLONE MANAGEMENT(SFO family member)
Benjamin Shapiro, MASON AVENUE INVESTMENTS , LLC (SFO)
Matthew Shapiro, MASON AVENUE INVESTMENTS, LLC, (SFO)
Brendan Wall, WALL FAMILY ENTERPRISE (SFO)
Mary Wall Yeager, Board Member, WALL FAMILY ENTERPRISE (SFO)

Family Office Technology: The Top 10 Things to Know & Using Portfolio Theory for IT Decision Making

Bryan Bell, Founder and President, SYNTH-BANK

Jud Bergman, Founder and CEO, ENVESTNET

Building Trust and Empathy with Clients in Volatile Times

Gary Shunk, Principle, Wealth Psychology

Joe Calabrese, President, HARRIS MYCFO (MFO)

Tim Volk, Relationship Manager,

HARRIS MYCFO (MFO)

3:40

Networking Break

4:10

The Changing Role of Women in Affecting the Family's Wealth

Moderator:
Amy Schuman, Principal, Family Business Consulting Group, Inc.

Panelists:

Sarah Schmidt, Schmidt Family President and Director, U.S. Oil Co., Inc (Family Business)
Renee Togher, President, Azteca Foods (Family Business)
Martha Jahn Martin, Chicago Metallic Corporation (Family Business)

Innovative Tax and Estate Planning Techniques: Protecting Wealth From Emerging Threats

Philip J Tortorich, Katten Muchin Rosenman LLP

Hedge Funds: Debating the Future and Pinpointing Opportunities

Bill Friend, President, Core Capital and Principal,

 HARRIS HOLDINGS  (SFO)

Charles Krusen, CIO,KRUSEN FAMILY OFFICE (SFO)

Daniel Curran, Managing Partner, CURRAN FAMILY LIMITED PARTNERSHIP

4:50

Structuring the New Criteria for Evaluating and Selecting Effective Wealth Managers

Brian Hughes, Managing Director, Threshold Group

Linda Bourn,  Managing Director, Clearbrook Partners

Charles Grace III, Board of Directors, Ashbridge

High-Impact Philanthropy: Redefining the Charity Model to Enable Effective Organizations When Every Dollar Counts

Moderator:
Bruce Boyd, Principal and Managing Director, ARABELLA PHILANTRHOPIC INVESTMENT ADVISORS

Presenters:
Chuck Hirsch, President, Microsoft Alumni Foundation

Scott Oki, Co-Founder,Microsoft Alumni Foundation; Chief Volunteer, The Oki Foundation

Steve Mariotti, President, National Foundation for Teaching Entrepreneurship (NFTE)

OPPORTUNITIES IN TODAY'S MARKET: Rebalancing the Portfolio to Gain a Fresh Perspective on Asset Allocation in the New Economy

Rich Masino, CIO,NorthShore Capital Management, LLC and Founder, Masino Family Office

Douglas E. Bryant, Vice President & CFO, Cockrell Interests, Inc.

6:00

Welcoming Drinks on the River: Chicago's Famous Architecture Cruise

Day 3: Wednesday, June 10^th, 2009

8:30

Protecting the Portfolio: Using Convertible Bonds to Preserve and Grow Family Wealth
Greg Miller, CPA, CEO, Wellesley Investment Advisors

9:30

On the Pulse Research Sampler: A Roundup of the Best Research in the Industry - PLUS! Hear the the Exclusive Results from our Pre-Conference Survey

Tom Livergood, CEO, The Family Wealth Alliance
John Benevides, President, FAMILY OFFICE EXCHANGE

Risk Management and Wealth Preservation in a Volatile Economy

10:15

In-House vs. Outsource: Maintaining Control Without Sacrificing Quality 

Four Branches, Four Family Office Structures:
SFO: Richard Morris, Principal, ROI CONSULTING
Private MFO: Paul Lehman, Managing Director, AUSTIN- LEHMAN ADVENTURES
Virtual Family Office: Dennis Kessler, Principal, FAMILY BUSINESS INNOVATIONS
Fully Outsourced Family Office: David Weinberg, President, DAVID WEINBERG GALLERY

11:15

Networking Break

11:45

Enhancing Transparency Through Insurance Innovations

Michael J. Brink, CLU, AEP, Principal, PELAGOS ADVISORS LLC

Jim Kane, President, HUB INTERNATIONAL

12:45

Networking Luncheon

1:45

The New Tax Landscape: Achieving maximum tax efficiencies and preparing for major impacts of proposed and emerging legislation

Joseph Karczewski, Managing Director, WTAS LLC

2:30

Wrap Up Discussion Session  

3:30

Conference Concludes