2012 Conference Agenda
**Times subject to change**
Wednesday May 23
| 8:00am - 9:00am | Continental Breakfast
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| 9am - 9:30am |
Welcome and Introduction Russ Alan Prince
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| 9:30am - 10:00am | Delivering Family Office Services
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| 10:00am - 10:30am | Designing Your Infrastructure Hannah Shaw Grove, Private Wealth Specialist
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| 10:30am - 10:45am | Break |
| 10:45am - 11:45am |
Investment Management
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| 11:45am - 1:00pm | Lunch The Coming Healthcare Revolution Daniel Carlin M.D., WorldClinic More than most anything else, the financial elite are focused on their health and the health of their loved ones. Moreover, they can afford to make sure they receive optimal care whenever and wherever they may be. The foremost expert on delivering this level and quality of medical care will explain how it's done. Moreover, he will explain how state-of-the-art concierge medicine is driving the future of medicine for everyone. |
| 1:00pm - 1:45pm | The Role of Technology Tim Davey, Salentica Inc. High-quality technology is an absolute necessity in the private wealth industry. This panel will highlight core technology that professionals regularly need to employ to capitalize on their relationships with the financial elite and effectively provide a multi-family office platform.
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| 1:45pm - 2:00pm | Break
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| 2:00pm - 3:15pm | Advanced Planning Edward A. Renn, WithersBergman Frank Seneco, Seneco & Associates Alan Kufeld, Rothstein Kass Tax mitigation is regularly a critical concern of the financial elite. Taxes come in a variety of flavors - income, estate, corporate. The ability to bring the most sophisticated bright-line transactions to financial elite clients is often a major differentiator and is often core to a high-functioning multi-family office. This panel will discuss the leading transactions being used today.
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| 3:15pm - 4:30pm |
Versions of Multi-Offices Keith Bloomfield, Forbes Family Trust David Ross, Fraenkel Group, Neuberger Berman Richard Flynn, Rothstein Kass Moderator: Hannah Shaw Grove Multi-family offices come in a variety of shapes and sizes. The panelists all run different "types" of very successful boutique multi-family offices and will highlight their different markets and business models.
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| 4:30pm - 6:00pm | Cocktails and Networking
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Thursday May 24
| 8:00am - 9:00am | Breakfast
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| 9:00am - 9:15am |
Welcome and Introduction Richard Flynn, Rothstein Kass |
| 9:15am - 10:15am | Personal Protection Philip Scala, Pathfinder Consultants Rod MacDonald, ADT Custom Home Services, NA David Samuel, Guidepost Solutions Moderator: Evan Jehle, Rothstein Kass Along with healthcare, personal protection is top-of-mind for the financial elite. The panelists will discuss the key needs and solutions the financial elite are looking for when it comes to safeguarding themselves, their loved ones and their wealth.
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| 10:15am - 10:30am | Break
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| 10:30am - 11:30am | Managing Personal Liability David Spencer, ACE Private Risk Services Spencer Houldin, Ericson Insurance Advisors John J. McDonough, Cozen O'Connor Moderator: Evan Jehle, Rothstein Kass Considering the uncertain economy, wealthy families increasingly worry about being a target for a multi-million-dollar liability lawsuit. But many remain poorly prepared for such a lawsuit in spite of their concern. This session will explore the common misperceptions about the need for liability insurance and present steps to ensure proper protection.
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| 11:30pm - 1:00pm | Lunch: Working With The Super Rich Paul Rich, Rothstein Kass Hannah Shaw Grove, Private Wealth Specialist Moderator: Richard Flynn, Rothstein Kass In order for your multi-family office practice to optimally benefit, you have to develop an intense understanding of your wealthiest clients. This will enable you to best provide the array of services and products that matter to them. The Whole Client Model is the optimal way to most effectively understand the needs and wants of the financial elite.
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| 1:00pm - 2:00pm |
Becoming a Leading Authority Bruce Rogers, Forbes Insights Jennifer Connelley, JCPR Richard Flynn, Rothstein Kass Moderator: Hannah Shaw Grove, Private Wealth Specialist Every financial advisor, every professional is an expert. Just ask each of them. Unfortunately, even if they are high-caliber specialists, most are "hidden talents." The people that matter - prospects and referral sources - often don't know they're technical authorities. This panel will discuss what can be done to move from being a "hidden talent" to a "recognized expert."
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| 2:00pm - 2:15pm | Break
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| 2:15pm - 3:30pm | Sourcing New Clients for Your Multi-Family Office Brett Van Bortel, Invesco Consulting Group Russ Alan Prince There are many ways to source the financial elite and some ways certainly work better than others. The presenters will discuss the most effective means of cultivating new financial elite clients. Moreover, the best method - Elite Professional Networks - will be explained.
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| 3:30pm - 4:00pm |
Conclusions and Questions
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