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The East Coast Family Office & Wealth Management Conference 2014

Following last year's success, we are proud to present our 2nd conference for the area's top UHNWI and SFOs at the Union League Club. We offer not only cutting edge education but also a networking platform for local and international families. You will not meet most of our esteemed guests anywhere else.

 

Here is a glimpse of what was said on the 2013 East Coast Conference:

 

"OMG - everyone said it was the best conference of the year - you and the girls did it - the best - word is out. what a success, big win "

A Leading NYC SFO


"Thank you so much ! It was truly amazing. Top gun. Could not have been better. Nothing I would change. NOTHING! Fee was fare for all your detailed work. I am in for next year too"

Main Sponsor

 

"Probably one of the best FO events NYC has seen in years"

Attendee, Family Member

 

"I think the event was a success and everyone at the end appreciated your diligence checking out the various families at the end and keeping the phony ones out"

A Leading SFO


"I received a lot of value out of your last conference, I am definitely interested in being more a part of the next one"

Service Provider


Come meet families just like you, from the US as well as from the other side of the Atlantic. families who seek investments, partners, or just good friendships. Gain valuable insights and learn fresh innovative ideas from a distinguished panel of experts from all across the globe speaking on a variety of unique topics. This is not your average wealth management event.


More than 200 Single Family Office Executives and Ultra High Net Worth family members, representing more than $100 Billion under management, took part in last year's event. Statistics can be found here.


85% of our attendees are SFOs and ultra high net worth Individuals family members. Very strict guidelines are keeping this ratio intact and a thorough due diligence process is being made with each attendee.

 

Our events bring together American and International UHNWI, HNWI and SFOs, who enjoy the best speakers in the fields of oil and gas investments, real estate, homeland security, high tech investments, philanthropy, private family banks, families in business, direct investing, family office, estate planning, trusts and other various investment alternatives.

 

Some of our investment panels include:

 

- Alternative Investments session - including global investments, emerging markets, fixed income, forex, commodities, health care, distressed assets, energy, futures, timber, etc.


-  High Tech - including Biotech, Clean tech and Innovative Technologies. This is one of our main areas of interest and the opening panel's topic. Last year the panel was constructed by Serial High-Tech Entrepreneur Dr. Yosi Vardi and included David Sable, Global CEO, Y&R, Guy Schory, Head of New Ventures, eBay, Jimmy Maymann, CEO, The Huffington Post, Ran Harnevo, Senior VP, Video, the AOL Network and others.


- Oil and Gas - last year has included some of the prominent names in the oil industry.


- Infrastructure Investment Panel.


- Real Estate Investment Panel - investment in real estate and real estate related products


- Art and Entertainment Related Investments Panel


- A Defense/Information Security Investment Panel will follow our keynote speakers - Former Head of Israel's Secret Service and Former Israel Defense Forces officer and Director of the Mossad.

 

Other topics to be covered through a series of panel sessions and presentations will include those related to inter-generational wealth education and transference, options for establishing and managing single family offices, the regulatory environment, family business management, private family banks, Philanthropy, Direct and Co-Investments, International family Office Discussion and much more.

 

Evening Dinner Event

TBA

 

Steering committee:

Mr. Howard Cooper, CEO, Cooper Family Office
Ms. Wendy Craft, Executive Vice President and General Counsel, Fulcrum Equities, LLC
Ms. Steffi Claiden, Founder/Editor-in-Chief, Family Office Review
Ms. Candice Beaumont, Managing Director, L. Investments
Mr. Ira J. Perlmuter, Head of Family Office Direct Investing, T5 EQUITY PARTNERS
Mr. Steve Oyer, Partner 
Mr. Jamie McLaughlin, Owner, J. H. MCLAUGHLIN & CO., LLC
Ms. Wendy Federman, Foolish, Mortals Productions
Mr. David Homan, Executive Director AICF (America-Israel Cultural Foundation)

 

Among last year's speakers:

Mr. Howard Cooper, CEO, Cooper Family Office

 

Mr. Martin S. Indyk, vice president and director of the Foreign Policy Program at the Brookings Institution in Washington D.C., and former U.S. ambassador to Israel

 

Dr. Yossi Vardi, One of Israel's first high-tech entrepreneurs

 

Mr. Tewodros Ashenafi, Founder, Chairman and CEO, Southwest Energy (HK) Ltd.

 

Ms. Wendy Craft, Executive Vice President and General Counsel, Fulcrum Equities

 

Mr. Grant Kettering, Director, Kettering Family Office

 

Ms. Steffi Claiden, Founder/Editor-in-Chief, Family Office Review

 

Mr. Daniel Shakhani, CEO, RDS Capital

 

Mr. Lowell Sands, Rosewood Resources


Ms. Toby Moskovits, CEO, Heritage Equity Partners

 

Mr. Jimmy Maymann, CEO, The Huffington Post

 

Mr. Ken Davenport, Broadway Producer, Davenport Theatrical Enterprises, Inc

 

Mr. Angelo J. Robles, CEO, Family Office Association

 

Mr. David Gorman, Americas Advisor, The Table Club

 

Ms. Candice Beaumont, Managing Director, L. Investments

 

Mr. Harold F. "Rick" Pitcairn, II, CFA®, CIO, Pitcairn and Chairman, Wigmore Association

 

Mr. Steve Oyer, Senior Member, Private Funds Group of Brookfield Asset Management

 

Mr. Ira Perlmuter, Head of Family Office Direct Investing, T5 Equity Partners

 

Mr. Nirmal Saverimuttu, Principal, Virgin Group

 

Mr. Andy Unanue, Managing Partner, AUA Private Equity Partners

 

Ms. Karen Wawrzaszek, Managing Director, Pitcairn

 

Mr. Warner King Babcock, Chairman and CEO, AM Private Enterprises, Inc.

 

Ms. Raya Strauss Bendror, President and Co-Owner, Strauss Investment, The Strauss Family

 

Ms. Nava Michael Tsabari, Academic Director, Family Business Program, Lahav-Executive Education, Recanati Business School, Faculty of Management Tel Aviv University, The Strauss Family

 

Mr. Guy Schory, Head of New Ventures, eBay

 

Mr. Jamie McLaughlin, CEO, J. H. McLaughlin & Co., LLC

 

Mr. Louis Hanna, Corigin Family Office

 

Ms. Kay Koplovitz, Founder, USA Networks

 

Mr. Kent M. Swig, President, Swig Equities, LLC

 

Ms. Paula Oyer Berezin, President & Chief Strategist , Social Capital

 

Mr. Dan Nisbet, Vice President of Development, Feeding America

 

Mr. Ehud Arnon, President and CEO, Israel Discount Bank of New York

 

Ms. Lauren Berger, CEO and Founder, The Lauren Berger Collection

 

Mr. Israel Eliahu, General Manager, Eliahu Holdings

 

Dr. Howard Morgan, Partner, First Round Capital

 

Mr. Michael Oliver Weinberg, Adjunct Associate Professor at Columbia Business School. Chief Investment Officer of MOW & AYW LLC

 

Mr. David Rosen, Partner, The Pritzker Group


Mr. Michael Rutner, Chief Investment Officer, Pangea's Edge Holdings, Ltd.

 

Mr. Ran Harnevo, Senior VP, Video AOL

 

Mr. Moishe Mana, CEO , Mana Contemporary, Guarantee Records Management, Moishe's Moving, and Moishe's Storage

 

Mr. Yigal Ozeri, Co-Founder, Artist and Visionary of Mana Contemporary

 

Mr. Zeev Holtzman, Founder & Chairman, Giza Venture Capital., IVC Research Center., GPV. Chairman -Technion Endowment Fund Investment committee

 

DC Finance (Toll Free Number) 1-855-513-1113

Working hours: Sun-Thu 6:00 AM - 3:00 PM, EST. Fridays - Closed.