Designing a Course of Action for Affluent Families in the Midst of Revolutionary and Evolutionary Global Transformation

Institutional Investor and Lido Consulting are proud to present this year’s Family Office Wealth Conference, Designing a Course of Action for Affluent Families in the Midst of Revolutionary and Evolutionary Global Transformation, bringing together representatives from some of the nation’s wealthiest families to explore the latest trends and issues related to managing family assets.

This invitation-only annual event will provide an abundance of practical information from an innovative blend of educational sessions featuring speakers discussing solutions to the diverse range of issues facing family offices today. Some of this year’s discussion topics include:

  • Lessons Learned and Applied: Taking Stock as We Move from Recovery to Expansion
  • Identifying the Key Elements for Long-Term Growth Investing Success
  • Developing the Right Compensation Plan to Hire and Retain Single Family Office Executive Directors
  • Making the Case for Real Assets and Identifying Effective Strategies for Families
  • How to Add Genuine Value in Meeting the Demands of Investors for a Higher Level of Scrutiny
  • Just Between Us: Families Sharing with Families — a closed door discussion led by family office executives and family members
  • What’s Really on the Mind of America: Understanding the Implications for Politics and Business
  • Evaluating the Next Phase for Distressed Securities Investing Strategies
  • How Unconventional Resource Plays are Fueling the Demand for Domestic Oil and Gas Production
  • The ‘Dodd-Frank Act’ and its Implications for Family Offices Under a New Regulatory Scheme
  • Gold’s Record in Reducing Risks and Maintaining Purchasing Power
  • Identifying the Most Economical and Effective Hedges for Your Portfolio
  • Emerging Market Debt: An Answer to Concerns About the U.S. Dollar and Interest
  • The Role of Private Equity in Emerging Markets
  • Appreciating the Forces and Trends Supporting an Investment in Agriculture
  • Defining the Role for Commodities in the Current Environment
  • Washington Update: Ground Control, We’ve Got a Problem
  • Evaluating International and Global Opportunities: Past, Present and Future
  • Coming to Terms with the SEC’s Registration Rule for Family Offices and Mounting a Comprehensive Approach to Manage It
Special Guest Speakers to-date
  • Russ Prince, consultant and author of numerous studies and books on wealth management and affluent families. Russ Alan Prince is the President of Prince & Associates, Inc., the leading market research firm specializing in global private wealth. With a quarter century of concentrated experience with the ultra-high-net-worth and elite advisors, he is a highly sought consultant on strategic, profitability and structural business issues. Prince is frequently cited for his experience in the international business and financial press including The Wall Street Journal, Forbes, and The New York Times. He is a prolific writer, having penned more than forty books including the seminal titles &mdash: Inside the Family Office, The Sky’s the Limit, Fortune’s Fortress, and Fame & Fortune. He is the executive editor of Private Wealth Magazine.
  • William Magee, founder of Operation Smile, distinguished recipient of countless awards and contributing author of scientific journals and book. William P. Magee Jr., D.D.S., M.D., a leading plastic and craniofacial surgeon, founded Operation Smile in 1982 with his wife, Kathleen S. Magee, B.S.N., M.Ed., M.S.W., and serves as the organization's Chief Executive Officer. Operation Smile is a worldwide children’s medical charity whose network of global volunteers are dedicated to helping improve the health and lives of children and young adults. In addition to leading the organization as CEO, Dr. Magee also trains international physicians in craniofacial techniques through Operation Smile's annual Physicians' Training Program (PTP.)
  • Greg Valliere, Chief Policy Strategist, Public Policy Professor, Potomac Research Group. Greg Valliere is the Chief Policy Strategist for Potomac Research Group where he analyzes and provides opinions on domestic political and public policy matters and events. A frequent guest on CNBC and other networks. Mr. Valliere has spent decades inside the "Beltway" learning and observing and getting to know Washington D.C. and its power brokers in order to bring fresh views on the major issues of the day to the forefront in the public realm.

The 12th Annual Family Office Wealth Conference continues the tradition of providing the type of balanced program for which this event is recognized, one that addresses the entire spectrum of issues faced by family office executives. As in the past, there will be a host of social events and networking activities throughout the conference to add a touch of amusement and entertainment to the program and allow you to meet and mingle with your peers.

This is the only by-invitation event of its kind as we recognize the need to provide a comfortable educational environment where high-net-worth family members and family office executives can openly discuss sensitive issues with a network of their peers.