| Agenda - Day OneMonday, June 8, 2009 Conference Day OneDownload the Family Office Brochure for Full Session Details 9:00AM - 12:00PM - Choose One Interactive Executive Master Class Interactive Executive Masterclass | FAMILY OFFICE FROM A to Z: Structuring and Streamlining the Most Effective Family Organization
Rhona Vogel, President & Founder, VOGEL CONSULTING John Benevides, President, FAMILY OFFICE EXCHANGE Rich Morris, Fel-Pro Family |
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 Moderated by: Thomas R. Livergood, CEO, THE FAMILY WEALTH ALLIANCE Panelists: Christine K. Galloway, CEO, OKABENA COMPANY Edward M. Lazar, President, THRESHOLD GROUP | | 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 | | 3:00 | Networking Refreshment Break Make New Connections and Build on Existing Relationships Our new venue provides the perfect accomodation for effortless conversation. Refreshments will be provided | 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 Speakers:
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, Independent Avdisor to Ultra High Net Worth Family Dr. Giampaolo Parigi, Parigi Family Office | | 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) Maria Elena Lagomasino, Chief Executive Officer, GENSPRING FAMILY OFFICES, (MFO) | | 5:45 | Champagne Roundtables and Welcome Reception Begin the evening engaged in stimulating discussions with speakers and fellow attendees over a glass of champagne. Each roundtable will be led by a conference speaker or respected industry figure, and you will choose which discussion you wish to join. Followed By: Evening Entertainment with Live Music by Suenalo, Creators of "GOGO" (Guitars over Guns Operation) |
|