THE FAMILY OFFICE SUPER SUMMIT · *Tickets provided at the Family Office Super Summit 12:00 ... (Aon); Garbis Mechigian (CTC | myCFO); Richard C. Wilson (The Miami Family Office)

December 5th - 6th | Miami

THE FAMILY OFFICE SUPER SUMMIT

Monday, December 4th, 2017

7:00 - 8:00 AM Catered Breakfast, Check-in & Open Networking

8:00 - 12:00 PM Morning Session• Direct Investing: Opportunities & ‘Alligators’• Co-GP Structures & Co-Investing: How to Partner with a Family Office to Close Your Next Deal• Seeking Alpha: Generating Superior Returns through Alternative Investments• Long-Term Value: Incorporating Private Equity and Direct Investments into Your Portfolio

SCHEDULE4:00 - 6:00 PM Early Arrivals Cocktail Reception

Tuesday, December 5th, 2017

Wednesday, December 6th, 2017

12:00 - 1:30 PM Catered Lunch & Open Networking

• The Problem of Di-Worsification• Real Investments: Constructing a Multi-Generational Real Estate Portfolio• Getting in on the Ground Floor: Risks and Rewards of Venture Capital and Early Stage Investments• Managing Risk: How Family Client Advisors Protect Against Wealth Erosion• Picking Winners: Family Offices and CIOs on Choosing Top Managers and Screening Investments

1:30 - 5:15 PM Afternoon Session

5:15 - 6:15 PM Closing Remarks & Cocktail Reception

7:00 - 8:00 AM Catered Breakfast, Check-in & Open Networking

8:00 - 12:00 PM Morning Session• The Close: How to Raise Capital from Family Offices and Institutional Investors• Investing in Society: Family Office Philanthropy and How Impact Investing is Changing the Equation• Family Office Titans: What the Largest $1B+ Family Offices Invest in and How They Operate• Rapid Reaction: Real-Time Investment Feedback from Family Offices

6:15 - 10:00 PM

Location: 1700 NE 2nd Ave | Miami, FL 33132*Tickets provided at the Family Office Super Summit

12:00 - 1:00 PM Closing Remarks & Cocktail Reception

JW Marriott Marquis MiamiSPEAKERS

Chris Chandler Ballentine Partners

Lorraine George-HarikHPM Partners

Andres Bethencourt Amzack

Allen MorrisThe Allen Morris

Company

Richard Wilson

Paul KangAltaCap

Richard BeleutzAlternative

Investment Resource

Anuj JainARJ Strategy Partners

Jeff KlotzThe Klotz Group of

Companies

Matthias Boizard

Jeff EvansVolta Global

Andrew Mehalko AM Global

William DuBoisPilotage Private

Wealth

Ira PerlmuterT5 Equity Partners

James CornellFiduciary Wealth

Garbis MechigianCTC | myCEO

PartnersThe Miami Family

OfficeFiducial

Richard KlitzbergMcDaniel College

Kermit Claytor King Mountain Capital Group

Colin HickeyAM Global Family Office

Jared Oakes Benesch

Sasha Bernier Cheltenham Enterprises

Benjamin Marks Leveraged Equity

Holdings LLC

Vaughn Brock Veritas Family

Partners

Clifford Friedman Raptor Group

Holdings

Ethan Boothe EisnerAmper LLC

Ziad Moukheiber Boston Harbor Angels

William Podd Landmark Angels

Adi Divgi

Carlos ImeryIP Family Office

Thomas Webb Pebb Enterprises

Roey Diefendorf 3 Dimensional

Wealth Advisors

Federico BenavidesBeamonte

Investments

JW Marriott Marquis MiamiSPEAKERS

EA Global

Ira Kaplan Benesch

Cliff OberlinOberlin Wealth Partners

Brian Shelley Colmena Capital

JW Marriott Marquis MiamiSPEAKERS

Andrew Clark Houston Angel

Network

Irwin BorisHeritage Capital Group

David LindahlThe Lindahl Group

Jeff SchneiderThe Royalty Exchange

Mark E HamisterHamister Group LLC

Max DeZaraAkoya Capital Partners

Ron HappeMain Street Capital

Partners

Chad NaylorNaylor & Company

Investments

Fadi Ephtimios Group RMC

Skip MotsenbockerFloris Capital

Jason FooksSafety, Income & Growth

Paul GabrailSelect Investment

Doug FullawayFourteenPlus, LLC

Management LLC Group

JW Marriott Marquis MiamiSPEAKERS

Sylvia BenitoGenSpring Family

Offices

Alan SnyderShinnecock Partners

Steven WagnerOmnia Family Wealth

Silvia RosenLionX Advisors

JP MaroneyHarbor City Capital

8:00

8:30

9:15

9:30

10:15

10:30

AGENDADay 1 | December 5th

Opening RemarksRichard C. Wilson, The Family Office Club

Transitions & Transactions: A Quarter Century of Fixing Messes and Mitigating Risk

Panel Discussion – Direct Investing: Opportunities & ‘Alligators’Panel Moderator: Ethan Boothe (EisnerAmper LLC)

Panelists: Andres Bethencourt (Amzak); Ira Perlmuter (T5 Equity Partners);

8:15

Invest Like A Rockstar: The Music Royalty Opportunity

Panel Discussion – Co-GP Structures & Co-Investing: How to Partner with a Family Office to Close Your Next Deal

Emerging Real Estate Markets

Panel Discussion – Seeking Alpha: Generating Superior Returns through Alternative Investments Panelists: Colin Hickey (AM Global Family Investment Office); Richard Beleutz (Alternative Investment Resource); Chris Chandler (Ballentine Partners); Richard Klitzberg (McDaniel College); Alan Snyder (Shinnecock Partners); Adam Urban (Globus Financial)

Panel Discussion – Long-Term Value: Incorporating Private Equity and Direct Investments into Your PortfolioPanel Moderator: Ira Kaplan (Benesch)

Panelists: William DuBois (Pilotage Private Wealth); Clifford Friedman (Raptor Group); Matthias Boizard (Fiducial); Andrew Ury (ActX)

11:15

Check-In, Catered Breakfast & Opening Networking7:00

Jeff Schneider, The Royalty Exchange

Panel Moderator: Katherine Boas, Carl Marks & Co.Panelists: Sasha Bernier (Cheltenham Enterprises); Jeff Klotz (The Klotz Group of Companies); Fadi Ephtimios (Group RMC); Irwin Boris (Heritage Capital Group)

David Lindahl, The Lindahl Group

Cliff Oberlin (Oberlin Wealth Partners)

Panelists: William Podd (Landmark Capital Corp.); Ziad Moukheiber (Boston Harbor Angels); Federico Benavides (Beamonte Investments); Skip Motsenbocker (Floris Capital Management); Andrew Clark (Houston Angel Network)

Cocktail Reception

Closing RemarksRichard C Wilson, The Family Office Club

1:30

1:45

2:00

2:45

3:00

3:45

5:15

JW Marriott Marquis Miami

Successful Sr. Housing and Hotel Investing Generational

Panel Discussion – Managing Risk: How Family Client Advisors Protect Against Wealth Erosion Panelists: Benjamin Marks (Leveraged Equity Holdings LLC); Roey Diefendorf (3 Dimensional Wealth Advisory); Jason Fooks (Safety, Income

4:30

Panel Discussion – Picking Winners: Investment Analysts and CIOs on Choosing Top Managers and Screening InvestmentsPanelists: Adi Divgi (EA Global); Anuj Jain (ARJ Strategy Partners LLC); Chad Naylor (Naylor & Company Investments); Paul Kang (AltaCap.)

5:30

Mark E. Hamister, Hamister Group LLC

The Problem of Di-WorsificationAndrew Mehalko, AM Global Family Office Investment Office

Panel Discussion – Real Investments: Constructing a Multi-Generational Real Estate PortfolioPanel Moderator: Jared Oakes (Benesch)Panelists: Allen Morris (The Allen Morris Company); Vaughn Brock (Veritas Family Partners); Brian Shelley (Colmena Capital); Doug Fullaway (Fourteen Plus, LLC); Thomas Webb (Pebb Enterprises)

Regime Change - Implications of Political Change for Family Office InvestorsJP Maroney, Harbor City Capital

12:00 Catered Lunch & Open Networking

& Growth Inc.) James Cornell (Fiduciary Wealth Management LLC); Sylvia Benito (GenSpring Family Offices)

Panel Discussion – Getting in on the Ground Floor: Risks and Rewards of Venture Capital and Early Stage Investments

JW Marriott Marquis MiamiAGENDA

Day 2 | December 6th

8:00

8:30

9:15

Panelists: Matthew Weiner (Aon); Garbis Mechigian (CTC | myCFO); Richard C. Wilson (The Miami Family Office)

9:30

10:15

Opening RemarksRichard C. Wilson, The Family Office Club

Private Equity and Direct Investments: Buying Businesses and Enhancing Value

Panel Discussion – The Close: How to Raise Capital from Family Offices and Institutional InvestorsPanelists: Carlos Imery (IP Family Office); Jeff Evans (Volta Global); Max DeZara (Akoya Capital Partners)

8:15

Panel Discussion – Family Office Titans: What the Largest Family Offices Invest in and How They Operate

7:00 Check-In, Catered Breakfast & Opening Networking

Untapped Potential: Searching for High Cap Rates, Booming Property Markets, and Undervalued Real Estate

Direct Investing with other Single Family Offices: Lead or Follow?

Panel Discussion – Investing in Society: Family Office Philanthropy and How Impact Investing is Changing the EquationPanelists: Chris Chandler (Ballentine Partners); Hal Lockwood (National Foundation for Cancer Research); Steven Wagner (Omnia Family Wealth)

10:30

Panel Discussion – Rapid Reaction: Real-Time Investment Feedback from Family Offices

Closing Remarks

Reception & Open Networking

11:15

12:00

12:15

Panelists: Kermit Claytor (King Mountain Capital Group); Ron Happe (Main Street Capital Partners); Silvia Rosen (LionX Advisors)

BOOKING FORM

DELEGATE 1

DELEGATE 2

BOOKING DETAILS

PAYMENT DETAILS

www.FamilyOffices.com

Charter Membership PassIncludes admission to all of our conferences and more benefits. ($299 Monthly)

The Family Office Super

Summit

JW Marriott Marquis

Miami

Dec. 5-6th

First Name Last Name

Firm Name Phone Email

First Name Last Name

Firm Name Phone

Card Type CCV Code Expiration Date

Card Number

Cardholder Name

Billing Address

Single Admission

2017 Event Series

Other Ways to RegisterYou can register online at FamilyOffices.com/Super or by contacting us at (305) 503-9077.

1 Delegate - $995

Email

2 Delegates - $1,795 5 Delegates - $3,975

Capital Raising Boot Camp | February (Multiple Cities)

Super Summit | December 5-6th | Miami

1 Delegate - $995 3 Delegates - $2,650