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Sep 29, 2015 12:00 EST

Northern & Bessemer Trust, BNY Mellon, HSBC & Pictet lead Family Office Investors symposium

iCrowdNewswire - Sep 29, 2015

tzoo.dp_.media_.14399.5502.loews-smonica

SANTA MONICA, Calif. — The Soho Loft Media Group, Victoria Global and Lido Consulting Inc. present the “10th Annual Family Office Investment Symposium” on 16th – 18th March 2015 in Santa Monica, California.

Family office owners, investors, finance experts including accountants, investment and portfolio managers, family office advisors and experts will converge in Santa Monica, California for the 10th Annual Family Investment Symposium. This landmark event will take place at the Loews Hotel, 1700 Ocean Ave Santa Monica Walnut Street Philadelphia, CA 90401. The 3-day event will focus on sustainability of family offices while maintaining impact, and the technical aspects of taxes and investing, as well as balancing the two through integrated planning.

According to Victoria Global, LDJ Capital and The Soho Loft Media Group Founder and Chairman David Drake, “Family office businesses around the globe are booming mostly because of their response to the rising demographics of ultra rich individuals with a minimum of 1 million dollars investable assets. In 2014, Capgemini and RCBC Wealth Management prepared the World Wealth Report that shows about 2 million individuals became millionaires globally in 2013. This represents a 15 percent increase bringing the total number of millionaires to at least 14 million. In the same year, the total net worth of millionaires was 52.6 trillion dollars. Growing at a 6.9 percent annual rate, the reports forecasts that global wealth will hit the 64.3 trillion dollar mark by 2016.”

The 10th Annual Family Office Investment Symposium agenda kicks-off at 4:30pm on 16th March with a Private Family Office Roundtable specially designed for attendees from family offices. Attendees from family offices can expect to discuss issues pertaining to “Investing, Family Office Administration and Governance” during the closed door meeting on day one of the symposium. A welcome Wine & Cheese Reception to be hosted by Eisner Amper will close day one. Day two will start with welcome and opening remarks followed by a host of panel discussion sessions. Discussions will range from “Trends in the Family Office”, “Alternative Investment”, “Rethinking Portfolio Management through Challenging Market Environments” to “Real Estate Investment”, “The Macroeconomic Discussion” and “Flipping Life Insurance on Its Head”.

Attendees can choose which of the series of four breakout sessions to attend in the afternoon. Discussion topics in these sessions will include “The “New” Fixed Income: Minimal Short-Term Drawdowns – Long Term Focus”, “The Path to Energy Independence – Investment Opportunities from the US Energy Renaissance”, “Accessing Emerging Market Debt in a Low Volatility Framework”, and “Direct Lending vs. Crowdfunding Panel”. On day three, attendees can participate in discussions around “Economic Outlook 2015”, “Next Gen Illiquid & Liquid Strategies to Optimally Grow and Preserve Wealth”, “Trust Deeds as an Alternative Class” and “The Future of Investment Management is Here – Are You Ready?” and many more. The symposium agenda also features exhibitions, a featured speaker, several keynote speeches and networking breaks. Symposium attendees will be treated to a cocktail reception and entertainment at the end of day two and a closing wine and cheese reception.

Lido Consulting, Inc Founder and President Gregory Kushner, who is also the Conference Chairman, will deliver the opening remarks.

Speakers with varying expertise and experience are scheduled to speak during the symposium. They include:

Adam Checchi – Managing Partner at Checchi Capital Advisers, LLC

Alim Kassam – Co-Founder and CEO OF Rama Capital Partners, LLC

Barbara Holzapfel – Chief Marketing Officer of Addepar

Brendan Ross – President of Direct Lending Investments, LLC

Brody Browe – Executive Director in the Fund Strategy Group at Franklin Square Capital Partners

Charlie Bobrinskoy – Vice- Chairman at Ariel Investments

Christopher Blake – Managing Director of Lazard Asset Management

General Keith Alexander – CEO and President of IronNet Cybersecurity

Gina Sanchez – Founder and Chairwoman of Chantico Global, LLC

Jay Leno – Entertainer

JB Bernstein – Marketing Expert in the World of Sports

Jeremy Held – Director of Research at Alps Portfolio Solutions

John Langston – Co-founder and Managing Partner of The Cynosure Group

Laurie Katz – Managing Director of Business Development at Golden Tree Asset Management, LP

Marc Pollick – Founder of The Giving Back Fund

Randal Quarles – Managing Partner and Co-Founder of The Cynosure Group

Ren Cheng – Senior Research Advisor in the Global Asset Allocation (GAA) group of Fidelity Investments

Richard Cortez – Co-Chief Executive Officer of Broadmark Asset Management LLC

Tim Lappen – Founder and Chairman of The Family Office Group and The Luxury Home Group Jeffer Mangels Butler & Mitchell LLP | JMBM

Walter O’Brien – Founder, Chairman and CEO of ScorpionComputerServices.com & ConciergeUp.com, and Executive Producer of “Scorpion” CBS TV show

The 10th Annual Family Office Investment Symposium is organized by LIDO Consulting Inc. It is sponsored by several companies including Addepar, Alps Funds, Avalon Advisors, Bluecrest, Direct Lending Investments, Fidelity, GalaxyPlus, Hill Street Realty, Vertical Capital Markets Group, Scorpion Computer Services, RAMA Capital Partners LLC, Lazard Asset Management, KPMG and Inheriting Wisdom.

To register for this event, please visit:

http://www.cvent.com/events/10th-annual-family-office-investment-symposium/custom-17-bca68e6d3adb40abb9f717ba98503321.aspx

For more information, please visit:

http://thesoholoft.com/conferences/10th-annual-family-office-investment-symposium/

Watch for more conferences happening across the country and around the world, the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual membership programs at www.thesoholoft.com/vipmembers.

Visit www.thesoholoft.com for more information on upcoming and past events.

MEDIA CONTACT:

THE SOHO LOFT Media Group

The Soho Loft Media Group is a global financial media company with 3 divisions:

THE SOHO LOFT CONFERENCES organizes up to 200+ investor-focused global summits, talks and events annually.

TIMES IMPACT PUBLICATIONS produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.

VICTORIA GLOBAL Corporate Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

The Soho Loft Media Group is your global partner for your investment and business strategies.

For inquiries, contact [email protected] or call 212.845.9652

Photo credit to data.travelzoo.com

SANTA MONICA, Calif. — The Soho Loft Media Group, Victoria Global and Lido Consulting Inc. present the “10th Annual Family Office Investment Symposium” on 16th – 18th March 2015 in Santa Monica, California.

Family office owners, investors, finance experts including accountants, investment and portfolio managers, family office advisors and experts will converge in Santa Monica, California for the 10th Annual Family Investment Symposium. This landmark event will take place at the Loews Hotel, 1700 Ocean Ave Santa Monica Walnut Street Philadelphia, CA 90401. The 3-day event will focus on sustainability of family offices while maintaining impact, and the technical aspects of taxes and investing, as well as balancing the two through integrated planning.

According to Victoria Global, LDJ Capital and The Soho Loft Media Group Founder and Chairman David Drake, “Family office businesses around the globe are booming mostly because of their response to the rising demographics of ultra rich individuals with a minimum of 1 million dollars investable assets. In 2014, Capgemini and RCBC Wealth Management prepared the World Wealth Report that shows about 2 million individuals became millionaires globally in 2013. This represents a 15 percent increase bringing the total number of millionaires to at least 14 million. In the same year, the total net worth of millionaires was 52.6 trillion dollars. Growing at a 6.9 percent annual rate, the reports forecasts that global wealth will hit the 64.3 trillion dollar mark by 2016.”

The 10th Annual Family Office Investment Symposium agenda kicks-off at 4:30pm on 16th March with a Private Family Office Roundtable specially designed for attendees from family offices. Attendees from family offices can expect to discuss issues pertaining to “Investing, Family Office Administration and Governance” during the closed door meeting on day one of the symposium. A welcome Wine & Cheese Reception to be hosted by Eisner Amper will close day one. Day two will start with welcome and opening remarks followed by a host of panel discussion sessions. Discussions will range from “Trends in the Family Office”, “Alternative Investment”, “Rethinking Portfolio Management through Challenging Market Environments” to “Real Estate Investment”, “The Macroeconomic Discussion” and “Flipping Life Insurance on Its Head”.

Attendees can choose which of the series of four breakout sessions to attend in the afternoon. Discussion topics in these sessions will include “The “New” Fixed Income: Minimal Short-Term Drawdowns – Long Term Focus”, “The Path to Energy Independence – Investment Opportunities from the US Energy Renaissance”, “Accessing Emerging Market Debt in a Low Volatility Framework”, and “Direct Lending vs. Crowdfunding Panel”. On day three, attendees can participate in discussions around “Economic Outlook 2015”, “Next Gen Illiquid & Liquid Strategies to Optimally Grow and Preserve Wealth”, “Trust Deeds as an Alternative Class” and “The Future of Investment Management is Here – Are You Ready?” and many more. The symposium agenda also features exhibitions, a featured speaker, several keynote speeches and networking breaks. Symposium attendees will be treated to a cocktail reception and entertainment at the end of day two and a closing wine and cheese reception.

Lido Consulting, Inc Founder and President Gregory Kushner, who is also the Conference Chairman, will deliver the opening remarks.

Speakers with varying expertise and experience are scheduled to speak during the symposium. They include:

Adam Checchi – Managing Partner at Checchi Capital Advisers, LLC

Alim Kassam – Co-Founder and CEO OF Rama Capital Partners, LLC

Barbara Holzapfel – Chief Marketing Officer of Addepar

Brendan Ross – President of Direct Lending Investments, LLC

Brody Browe – Executive Director in the Fund Strategy Group at Franklin Square Capital Partners

Charlie Bobrinskoy – Vice- Chairman at Ariel Investments

Christopher Blake – Managing Director of Lazard Asset Management

General Keith Alexander – CEO and President of IronNet Cybersecurity

Gina Sanchez – Founder and Chairwoman of Chantico Global, LLC

Jay Leno – Entertainer

JB Bernstein – Marketing Expert in the World of Sports

Jeremy Held – Director of Research at Alps Portfolio Solutions

John Langston – Co-founder and Managing Partner of The Cynosure Group

Laurie Katz – Managing Director of Business Development at Golden Tree Asset Management, LP

Marc Pollick – Founder of The Giving Back Fund

Randal Quarles – Managing Partner and Co-Founder of The Cynosure Group

Ren Cheng – Senior Research Advisor in the Global Asset Allocation (GAA) group of Fidelity Investments

Richard Cortez – Co-Chief Executive Officer of Broadmark Asset Management LLC

Tim Lappen – Founder and Chairman of The Family Office Group and The Luxury Home Group Jeffer Mangels Butler & Mitchell LLP | JMBM

Walter O’Brien – Founder, Chairman and CEO of ScorpionComputerServices.com & ConciergeUp.com, and Executive Producer of “Scorpion” CBS TV show

The 10th Annual Family Office Investment Symposium is organized by LIDO Consulting Inc. It is sponsored by several companies including Addepar, Alps Funds, Avalon Advisors, Bluecrest, Direct Lending Investments, Fidelity, GalaxyPlus, Hill Street Realty, Vertical Capital Markets Group, Scorpion Computer Services, RAMA Capital Partners LLC, Lazard Asset Management, KPMG and Inheriting Wisdom.

To register for this event, please visit:

http://www.cvent.com/events/10th-annual-family-office-investment-symposium/custom-17-bca68e6d3adb40abb9f717ba98503321.aspx

For more information, please visit:

http://thesoholoft.com/conferences/10th-annual-family-office-investment-symposium/

Watch for more conferences happening across the country and around the world, the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual membership programs at www.thesoholoft.com/vipmembers.

Visit www.thesoholoft.com for more information on upcoming and past events.

MEDIA CONTACT:

THE SOHO LOFT Media Group

The Soho Loft Media Group is a global financial media company with 3 divisions:

THE SOHO LOFT CONFERENCES organizes up to 200+ investor-focused global summits, talks and events annually.

TIMES IMPACT PUBLICATIONS produces relevant content on investing and entrepreneurship that are published and syndicated in 100+ leading online publications and growing.

VICTORIA GLOBAL Corporate Communications specializes in client Investor Relations, Public Relations, Branding and Social Media Marketing.

The Soho Loft Media Group is your global partner for your investment and business strategies.

For inquiries, contact [email protected] or call 212.845.9652

Photo credit to data.travelzoo.com

Contact Information:

For inquiries, contact [email protected] or call 212.845.9652

Via iCrowdNewswire
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