Exceptional Family Office

Registration Includes Impact Investing Workshop

2013 Speakers

	Russ Alan Prince is one of the leading authorities within the private wealth industry. He regularly consults to the rich and Super-Rich concerning the mindset and behaviors that translate into extreme personal wealth creation.
	Frank Barbera Frank Barbera, CMT is the executive vice pesident at Sierra Investment Management and also co-portfolio manager at Sierra Core Retirement Fund and the Sierra Strategic Income Fund. Sierra and its affiliates currently manage over $1.8 billion in assets. Between 2000-2007, Barbera was a Senior Portfolio Manager for Caruso USA Affiliated LLC, in Los Angeles, where he managed a billion dollars. Barbera developed a wide range of technical market indicators and trend-following techniques which were profiled in the 2006 book, “Master Traders: Strategies for Superior Returns from Today's Top Traders.” The tools illustrated in the book were considered pioneering work in the field of sector trading. He holds a Series 65 license and a Chartered Market Technician.
	Christina Black VP, Business Director, Christie's Fine Arts Storage Services Christina Black is the Business Director for Christie's Fine Arts Storage Services (CFASS), a wholly owned and independent subsidiary of Christie's. She is responsible for the strategic and operational aspects of the organization, and works closely with Client Services to continue to develop and manage client relationships. Previously, Christina spent several years as a management consultant with an expertise in mergers & acquisitions, turnaround and distressed asset advisory and investment advisory. Earlier in her career, Christina worked at Deloitte and Ernst & Young. She has experience across a variety of industries in the United States, Europe, Continental Africa, South Africa and Asia. She holds an M.B.A from Columbia Business School and a BSBA from the University of Pittsburgh.
	Dr. Daniel Carlin M.D. Dr. Daniel Carlin M.D. established WorldClinic in 1998. Drawing on years of experience as a medical officer in the US Navy and later as an expatriate volunteer, he designed WorldClinic to meet the needs of people whose work and lifestyle frequently took them out of contact with modern medical care. Since then, he has become a recognized leader in using the Internet and telecommunications to deliver quality medicine.
	Frank Carone Frank Carone is a partner with Abrams, Fensterman, LLP. Of his many responsibilities, he manages client relationships coordinating and leveraging the diverse resources of his law firm. Frank also facilitates complex negotiations and litigation His clients include ultra-high-net-worth individuals, family offices, corporations an governmental organizations.
	Ramsey El-Fakir Ramsey has over 20 years of experience in wealth management information technology, solutions and software development, financial services, financial engineering, and consulting. As Managing Director and Chief Information Officer for Fi-Tek, Ramsey's responsibilities include: managing the Wealth Management Solutions for clients, overseeing cloud and hosting infrastructure for the TrustPortal trust accounting, investment management, trading, and client reporting solution; reviewing risk, policy & procedures, and compliance; and designing and deploying systems architecture and IT strategy. Ramsey also serves on the Board of Directors of First State Trust Company, a Delaware Trust institution providing trust, custody, reporting and administrative services for qualified retirement plans and other institutional investors for more than 30 years.
	Ross Ellenhorn, LICSW, Ph.D. Dr. Ellenhorn is trained as a sociologist, psychotherapist and social worker. He has spent the last two decades dedicated to the work of helping individuals suffering psychiatric symptoms find the psychological and social means for remaining outside of institutional settings. He created the first fully operating intensive hospital diversion and wrap-around program in Massachusetts, and created, then led, one of the first Programs for Assertive Community Treatment teams in the Commonwealth. Dr. Ellenhorn has given talks and seminars throughout the country, and has provided consultation to numerous mental health agencies and psychiatric hospitals on the subjects of hospital diversion, psychosocial rehabilitation, patient careerism and the PACT model. He is a graduate of the UCLA School of Social Welfare and the first person to receive a joint Ph.D. from the prestigious Florence Heller School for Social Welfare Policy and Management and the Department of Sociology at Brandeis University.
	Rick Flynn Rick Flynn is a principal in Rothstein Kass’ New York office where he leads the Firm’s Family Office Group. A lawyer and advanced planning specialist, Rick advises high-net-worth clients on wealth enhancement, wealth transfer, and asset protection planning.
	Michael Haynes Michael Haynes has more than 30 years of experience in the gold, precious metals and coin industries, having held leadership positions at both private and publicly traded companies with operations in the United States, France and Switzerland. He has been the Chief Executive Officer of APMEX Inc., since July, 2010. Prior to joining APMEX, Mr. Haynes was Chief Executive Officer of Black, Starr & Frost, a privately held luxury jewelry retailer. From 2003 to 2009, he was chief executive officer and a member of the Board of Directors of Collectors Universe, Inc., a NASDAQ-traded firm. Previously, Mr. Haynes held executive management positions at eight different public and private companies engaged in the gold, precious metals, coin, specialty retail, distribution, e-commerce and manufacturing businesses.
	Evan Jehle Evan Jehle, CPA is a senior manager at Rothstein Kass Family Office Group. He provides accounting, tax, and business consulting services to family offices and their members, privately held, family owned businesses and their owners, high-net-worth individuals, including celebrities and sports professionals, and hedge fund General Partners and management companies.
	Stephen M. Liberatore, CFA Stephen M. Liberatore, CFA is a managing director and fixed-income portfolio manager for the TIAA-CREF organization. Mr. Liberatore is responsible for investment strategy and securities selection for several of the organization’s fixed-income portfolios. He joined the TIAA-CREF organization in 2004. Mr. Liberatore has 17 years of industry experience, including positions at Nationwide Mutual Insurance Co. and Protective Life Corporation, where he was responsible for portfolio management, credit research and trading for both total return and general account assets. Mr. Liberatore holds a B.S. from the State University of New York at Buffalo and an MBA in finance and operations from Wake Forest University’s Babcock Graduate School of Management. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA North Carolina Society.
	Heather Maki Heather Maki is a leading authority in the high-net-worth personal insurance arena working at Darton in New Haven, CT. Heather provides risk management solutions and insurance programs for affluent individuals and their families.
	Bill McBride Bill McBride is the Head of Account Management at Markov Processes International (MPI), a leading provider of software solutions and services to the global investment management industry. Previously, he was COO of a multi-strategy credit hedge fund, a Family Office consultant, and a Portfolio Strategist at Lehman Brothers Trust Company and Deutsche Bank.
	Greg Menefee Greg Menefee is Head of the TD Ameritrade Institutional Strategic Consulting Group. Greg leads a team of highly experienced practice management and technology solutions consultants who assist Registered Investment Advisors with identifying opportunities within their business. Focusing on people, process, and technology, the team works alongside the advisor to help them achieve their strategic vision and take their firm to the next level. Prior to moving over to the RIA side of the business, Greg spent 5 years working with single family offices where he partnered with clients and industry influencers to uncover reporting and data aggregation requirements, and utilized this information to drive product development. He has over 15 years’ experience in financial services.
	Alexander Morris Alex leads strategy and execution of Fortigent’s product set, namely, its flagship technology platform. In his role, Alex serves as architect for Fortigent’s integrated research, managed account, reporting and billing suite designed to fuel growth for HNW practices (RIAs, SFOs, MFOs and Bank Trust). He has been with Fortigent with two years. Prior to Fortigent, Alex worked with a leading global strategic consulting firm and alternatives’ firms with practices in Europe and Asia.
	Hillel Presser Hillel L. Presser, Esq., MBA represents individuals and businesses in connection with the establishment of comprehensive asset protection plans that incorporate both domestic and international components. Hillel Presser has been featured in numerous newspapers and magazines, among them Forbes, Sports Illustrated, the Robb Report, the Houston Chronicle, and the Los Angeles Times. He has represented some of today’s most well-known business owners, celebrities and professional athletes. Hillel Presser has authored several books and articles on Asset Protection and Law including Asset Protection Secrets (Revised Edition), The Lawyers Law of Attraction, Financial Self – Defense (Revised Edition), and Captive Insurance Companies (foreword) just to name a few.
	Daniel Price Daniel Price is Senior Vice President and Portfolio Manager with Managed Portfolio Advisors, a division of NGAM Advisors, L.P. He is responsible for implementing investment strategies and conducting due diligence on separate accounts, mutual funds and ETFs. He joined the firm in 2006 from Charles Schwab where he was director of the Managed Account Research Center. He has been in the financial services industry since 1997.
	Edward Renn Is a leading private client attorney. He is an internationally recognized provider of tax intelligent bright line transactions incorporating life insurance for the very wealthy.
	Jennifer Santaniello Jennifer N. Santaniello is a partner at Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP. Ms. Santaniello’s practice consists of private wealth preservation, private wealth transfer, and trust and estate administration. This encompasses complex estate planning, transfer taxation planning, estate and business succession planning, and asset protection planning. Ms. Santaniello is a co-author of the recently published book entitled "For New York Doctors", a guide to asset protection, tax reduction, practice and wealth management. Ms. Santaniello has also co-authored the article entitled "There's a Reason It's the POWER of Attorney" which was published in the New York State Bar Association Journal.
	Frank W. Seneco Frank W. Seneco is President of Seneco & Associates, an advanced planning boutique located in New Haven, Connecticut. He specializes in working with financial and wealth advisors to provide cuttingedge bright line transactions for financial elite clients such as major celebrities, hedge fund managers and successful business owners. He’s co-author of Protecting the Family Fortune.
	Brett Van Bortel Brett Van Bortel is Director of Consulting Services with Invesco-VK Consulting. His primary focus is on HNW Client Acquisition & Retention Strategies. He presents programs on this topic to thousands of advisors each year, and coaches thirty teams per year around non-competing professional COI referral cultivation. He is the author of four books and is a regular contributor to Private Wealth Magazine.
	Jesse Viner, MD Dr. Jesse Viner is the Founder and Executive Medical Director of Yellowbrick--a treatment program for emerging adults. He has served as Director of Adult Psychiatry Inpatient Services for Northwestern University Medical School; Medical Director of Four Winds Chicago, a private psychiatric healthcare system; and Director of University Behavioral Health, a group practice on the North Shore of Chicago. A recognized expert in the treatment of eating disorders, difficulties resulting from trauma and abuse, and bipolar disorder, Dr. Viner has three decades of experience applying the knowledge of psychiatry and psychoanalysis to the challenge of creating meaningful and pragmatically effective treatment programs like Yellowbrick.
	Robin Williams Chief Product Officer Mr. Williams is Chief Product Officer for Private Client Resources (PCR), the leading outsourcing specialist of private wealth reporting solutions and integrated technology, serving Family Offices, Private Banks and RIA Firms. Robin has more than 20 years of experience in solutions and software development. For the past 7 years, he has been focused on private wealth management information technology at PCR. Prior to joining PCR, Robin was the Director of Technical Services for a Microsoft Gold Partner focused on the delivery of enterprise solutions. There, he was responsible for Technology Management, Software Development Lifecycle, Project Management and Quality Assurance.
	Carolyn Reinach Wolf Senior Partner Abrams Fensterman Carolyn Reinach Wolf is a Senior Partner in the law firm of Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Einiger, LLP and Director of the Firm's Mental Health Law practice. Ms. Wolf holds a J.D. from Hofstra University School of Law, an M.S. in Health Services Administration from the Harvard School of Public Health and an M.B.A. in Management from the Hofstra University School of Business. Ms. Wolf's practice concentrates in the areas of mental health and health care law, representing mental health and health care professionals, major hospital systems and community hospitals, institutional and community outpatient programs, skilled nursing facilities, higher education institutions, individuals and families.

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