Registration Includes Impact Investing Workshop


2014 Conference Agenda
**Times subject to change**
September 29th
8:00 – 9:00am Continental Breakfast
8:55 – 9:00am Intro and Welcome
David Smith, Founding Publisher,
Financial Advisor & Private Wealth Magazines
9:00 – 10:15am The Family Office Platform
Insights into the various forms family offices are taking. A discussion of the cost-effectiveness of the different components.

Moderator: Hannah Shaw Grove, Private Wealth magazine
Richard J. Flynn, Flynn Family Office
Gemma Leddy, O'Connor Davies PKF

10:15 – 10:30am Break

10:30 – 12:00pm Investing for the Wealthy
Presentations and a discussion of cutting-edge concepts and ideas in managing money for the ultra-affluent.

Moderator: Evan Jehle, Flynn Family Office

Daniel Satchkov, RiXtrema
Michael Winchell, Larkin Point Investment Advisors
Charlie Garcia, C. Garcia and Associates
12:00 – 1:00pm Lunch
Building Your Team of Specialists
This panel will focus on how to identify and work with various specialists. It will also address the way money moves between various types of specialists.

Moderator: Hannah Shaw Grove, Private Wealth magazine
Richard J. Flynn, Flynn Family Office
Edward Renn, WithersBergman
Frank W. Seneco, Seneco & Associates
1:002:00pm Private Aircraft Travel: How to navigate around the many options and understanding their value while protecting family assets
A panel of selected private aviation leaders will describe the variety of available opportunities that your client can most effectively access private aircraft including ownership structures, legal matters and insurance and family asset preservation considerations.

Moderator: H. Lee Rohde, Essex Aviation Group
Stephen P. Johns, LL Johns and Associates
Ed Kammerer, Hinckley Allen & Snyder
2:00 – 4:00pm Mitigating Taxes Legally and Cost-Effectively
Tax mitigation is on the top of the to-do list of the wealthy. This session will address the most recent bright line strategies and how sophisticated wealthy clients use them.

Moderator: Hannah Shaw Grove, Private Wealth magazine

Edward Renn, WithersBergman
Thomas Riggs, O'Connor Davies PKF
Alan Kufeld, Flynn Family Office
Frank W. Seneco, Seneco & Associates

September 30th
8:00 – 9:00am Breakfast
9:00 – 10:00am Money in Motion
As significant monies move between individuals, there are opportunities to capture assets and obtain other business

Moderator: Hannah Shaw Grove, Private Wealth magazine
Richard J. Flynn, Flynn Family Office
Michelle Smith, Source Financial Advisors

10:00 – 10:15am Break
10:15 – 11:15am Managing Personal Liability
What are the strategies and products that are most effective in mitigating personal risks? The experts will provide key issues to consider in dealing with this matter.

Presenter: David Byrne, Starkweather & Shepley Insurance
11:15am – 12:00pm Private Foundations for the Wealthy
There's a boom in private foundation. They key trends affecting the wealthy motivated to establish and run private foundations will be explained.

Moderator: Evan Jehle, Flynn Family Office
Chris Peterman, O'Connor Davies

Edward Renn, WithersBergman
12:00pm – 1:00pm Lunch
Connected Care
The future of high-quality medicine for the affluent – and everyone else – is connected care. This session will explain this evolving cutting-edge medical practice model.

Presenter: Daniel Carlin, M.D., World Clinic
1:00pm – 1:30pm Using Direct Real Estate as a Fixed Income Alternative

Presenter: Lori D. Perro, Waypoint Residential, LLC
This session will include economic data and compare historical returns in real estate vs. fixed income and equities.
1:30 – 2:30pm Increasing Your Revenue by 40% or More Without Adding a Single New Client
An explanation of one of the most effective processes to capably bring the various expertise of the family office to work with wealthy and wealtheir clients and profit handsomely.

Presenter: Russ Alan Prince

2:30 – 3:00pm Concluding Comments; Q&A


Format and Cost of the Workshop
The price for the workshop is $499 per attendee.

Please go to
Payments, Cancellations and Refunds: The fee must be paid in full by (date that is 4 weeks ahead of conference date).  Participants canceling up to four weeks before the workshop will be entitled to a full refund minus an (amount in percent) administrative fee. There will be no refunds for cancellations made after this date.
Disclaimer: Events may change the relative emphasis given to each element of the program or necessitate an adjustment in the topics that are covered. In order to assure an appropriate participant mix, attendance at the workshop is at the sole discretion of the organizer.


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