Family Office Trends

Los Angeles, CA

On Thursday, February 16th we will host a seminar on Family Office Trends. This event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. We will spend a day reviewing trends in family offices with leading experts on the subject matter. There will be an afternoon focus on impact investing. This event is for people who presently run or are considering launching a Family Office. To get through security, you must register. The event starts at 8:00 a.m. and ends at 4:30 p.m. A reception will follow.


9:00 - 9:30 a.m. , breakfast

9:30 - 10:20 , 2017 Portfolio Allocations

Jim Scheinberg, Managing Partner - North Pier Fiduciary Management

Greg Wendt, Senior Wealth Advisor - Head of West Coast - StakeHolders Capital, Inc.

Laurence Richards, Chief Investment Officer - Legacy Road Family Offices

Moderator - Enzo Villani, CEO and Board Member -

10:30 - 11:30 p.m. Real Estate 2017

Greg Galusha, Partner - Kearny Real Estate Company

John Vorziner, CEO and Founder - The Legacy Road Group

Charles F. Cowley III, President - Cowley Real Estate Partners

Steve McKenzie, Managing Partner - Channel West Group, LLC

Moderator - John Heffernan, President - JPH Equities

11:45 - 12:15 p.m. , Impact Investing - Solar 2017

Chris Warren, CEO - Clean Energy Advisors

12:15 - 1:30 p.m. , Lunch - The Estate Tax, The Politics of it All

Pat Soldano, Soldano Consulting

1:30 - 2:20 p.m. Alpha Generating Strategies

Chris Kiper, Managing Director - Legion Partners

Frank Arentowicz, Senior Managing Director - Kayne Anderson Capital Advisors

Christian Williams, Analyst - Shinnecock Partners

Moderator - Enzo Villani, CEO and Board Member -

2:30 - 3:30 p.m. Private Equity and Direct Investing,

Dennis Dunn, Managing Director - D2 Equity Capital, LLC

Jeff Balash, Chairman - Comstock Partners LLC

Thomas Webster, VP - Vintage Fund Management

3:40 - 4:15 p.m. , Managing Personal Asset Tax Liability

Thomas Alston, President & CEO - Aero & Marine Tax Professionals

4:30 p.m. ,RECEPTION

    Date: Thursday, February 16th, 2017

    Time: 8:00AM to 4:30 PM Reception, administrative preceding presentation

    Venue: There is no walk in Registration.

* 845 S. Los Angeles Street

* Los Angeles, CA 90014

* Office: (310) 550-0199

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