Fourth Annual Family Office Management

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January 30 - 31, 2007 | Trump International Sonesta Beach Resort, Miami, FL

Day Two, Wednesday, January 31, 2007

8:00	Morning Coffee
8:30	Conference Chairperson's Day Two Remarks Kathy Wiseman, WORKING SYSTEMS
8:40	Determining the Value of Asset Allocation and How to Manage an Increasingly Complex Portfolio Steve Braverman, President, HARRIS myCFO INVESTMENT ADVISORY SERVICES Jonathan N. Adolph, Director, PRISM PARTNERS LLC
9:40	Money Manager Due Diligence for Family Offices for the Diversified Portfolio Brenda Sallstrom, CHERRY TREE FAMILY OFFICE Dina L. McClung, Vice President, Hedge Funds & Private Equity Investing, TAUBMAN ASSET MANAGEMENT
10:40	Networking and Refreshment Break
11:00	Mechanics and Due Diligence in Private Equity Investing Steven Hartman, Principal, LEVINE LEICHTMAN CAPITAL PARTNERS, INC.
12:00	Lunch for Conference Attendees
1:15	Best Practices Spotlight: Back Office Reporting: Structure, Systems, and Solutions Maureen L. Stewart, President, CORINTHIAN SOLUTIONS. Account Aggregation Strategies Paul Hoffman, Chief Operating Officer, TBK INVESTMENTS, INC.
2:10	Leave Room for No Surprises: A 360 Degree Look at a Family Office Risk Management Profile Michael Brink, Executive Vice President, NEASE, LAGANA EDEN & CULLEY Tom Handler, Principal, HANDLER, THAYER & DUGGAN
2:55	End of Conference