Turn and Face the Change: Positioning Your Family Office to Succeed amid Economic, Political and Generational Shifts

Every problem presents an opportunity and for every risk there is a solution. That is, debatably, a suitable summary of today's landscape for wealthy families. Today's environment presents a plethora of opportunity for those astute to identify them, but also near-record levels of volatility and risk, not only in terms of the global opportunity set for investments but also in terms of geopolitical risk, physical security, and social tensions.

Constructing a portfolio that can navigate this set of circumstances requires establishing a clear set of priorities, an acute ability to anticipate and prepare for both opportunities and problems, and a more atuned focus on risk management across the entire family office program. On the investment side specifically, families are attempting to construct portfolios which are responsive to a range of potential scenarios, from the financial consequences of geopolitical events, to central bank-induced unpredictability on rates and money supply, to a dearth of viable, new investment ideas. On the family side, wealth protection, wealth transfer, and intra-family dynamics and communications issues remain top-of-mind.

Employing a variety of formats (expert presentations, small working groups, family-only sessions, and workshops), this three-day program will endeavor to address a range of important issues facing family office members and executives.

This year's conference will cover a wide-range of topics that include:

  • Transferring an entrepreneurial spirit, not just wealth, to future generations
  • Benchmarking family office performance
  • The political prognosis — From rates to taxes to national security: Consequences for wealthy families
  • Cannabis: Illicit income or great investment?
  • The value and the risks of high conviction strategies
  • The pragmatic side of impact investing
  • The Deal Room: What deals are getting done by families and why?
  • Are the best investment opportunities outside the U.S.?
  • Warning signs and remedies: When a direct deal is going bad
  • Data Privacy and Cyber Security
  • The Forecast for U.S. Tax Policy and Consequences for Your Wealth
  • Transformative philanthropy
  • Debating Different Models for the Family Office
  • PLUS The Family Office Think Tank: Two Interactive Sessions for Peer-to-Peer Advice open only to family office executives and family members.

Institutional Investor's Family Office Wealth Conference offers a forum in which a variety of perspectives, ideas, viewpoints, and solutions will be provided on these and other topics essential for affluent families to assess as they chart the best course toward their family's objectives.

Featured Speakers

Andrew Busch

As seen on CNBC, FOXBusiness, and BNN, Andy Busch is a trusted expert for millions of viewers and his views are highly sought after both in the press and by politicians. From Larry Kudlow to Maria Bartiromo, his research helps people understand the economic plans of the 2016 candidates and what they mean for the country. He was an outside economic advisor to the Bush White House and to the McCain Campaign. He continues to meet and advise the top staffs in Congress.

Busch is an author (World Event Trading), financial journalist (Stocks, Futures, and Options Magazine) and newspaper market analyst (Globe and Mail). As a financial expert, he testified on Capitol Hill on the effectiveness of the 2009 Obama Administration fiscal stimulus plan. While appearing on CNBC, he held the role of global currency and public policy strategist for Bank of Montreal, one of Canada's leading investment banks.

Busch electrifies audiences globally, speaking on the core of economics, politics and markets. His upbeat and humorous style has been crafted over five years of weekly appearances talking politics with Maria Bartiromo on CNBC, as an analyst on CNBC's Money in Motion and as a twice-weekly BNN contributor. He breaks down complex economic issues and makes them relevant to people's lives, families, and careers.

Busch's iTunes podcast, Engage with Andy Busch, brings top minds together for lively discussions on economics, politics and culture including Congressman Peter Roskam, CFTC Commissioner Christopher Giancarlo, and JPM's chief economist Jim Glassman.

Tali Sharot
Neuroscientist and Author

Tali Sharot is a leading expert on human decision-making, optimism and emotion. A neuroscientist by trade, Sharot combines research in psychology, behavioral economics and neuroscience to reveal the forces that shape our decisions, beliefs and inaccurate expectations of the future and how those can be altered (or sustained). Why do people discount bad news (a tendency that contributed to the 2008 financial downfall, enhances ill-preparedness in the face of disaster and reduced medical screenings)? Why do we have unrealistic expectations of the future (underestimating our chances of divorce and expecting our kids to be uniquely talented)? Why is it so difficult to change a decision after it is made? Sharot, a visiting professor at MIT, is also an associated professor of Cognitive Neuroscience at University College London where she directs the Affective Brain Lab. Her team is dedicated to answering such questions with an aim at identifying ways to encourage behavioral change that enhance well-being. Sharot is the author of The Optimism Bias: A Tour of the Irrationally Positive Brain (Pantheon/ Random House, 2011, published in 10 additional countries); The Science of Optimism (TED, e-book) and co-editor of The Neuroscience of Preference and Choice (Elsevier). She has been featured on CNN, MSNBC, The Science Channel, the Today show, the BBC and many publications around the world. Sharot also co-presented BBC’s Science Club (BBC 2). She wrote TIME magazine’s cover story The Science of Optimism (May, 2011) as well as cover stories for The Observer Review, The Guardian, The Washington Post Health Section and a New York Times Op-Ed (Major Delusions, 2011).

Sharot has given keynote addresses to a diverse collection of private and public companies/groups, including those in the field of insurance, financial management, marketing, gaming, social entrepreneurship, arts, health and safety, mental health and academia. She has also delivered many public talks including at TED2012.