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2nd Annual Single Family Office Conference

April 6, 2017

2nd Annual Single Family Office Conference

April 6, 2017

5:30PM: Check-In

5:55PM: Sponsor Welcoming Remarks

Jason Psome, CAIA, Managing Director, Nuveen

6:00PM: Special Guest Keynote Address

Dr. Raphael Amit, Founder, Wharton Global Family Alliance

6:15PM: CFANY Welcoming Remarks

Robert Discolo, CFA, CAIA, Chief Investment Officer, River Partners Family Office and Board of Directors, CFANY

6:20PM: Keynote Address Fireside Chat

Marc Lasry, Chairman, Chief Executive Officer and Co-Founder, Avenue Capital Group
John Andrew Levin, Chief Executive Officer, Portfolio Manager and Chairman, Levin Capital Strategies, L.P.

6:45PM: Panel

Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege Partners

Steven Christmann, CEO, Christmann Gutermann Family Office
Jeremy Bronfman, Bronfman Family Office
Mike Compton, Hinduja Group Family Office

7:30PM: Closing Keynote

Justin Rockefeller, Trustee, Rockefeller Brothers Fund; Co-Founder, The ImPact, Global Director of Family Offices and Foundations, Addepar

7:55PM: Closing Remarks

Phil Taylor, CFA, Board of Directors, CFANY

8:00PM: Adjournment and Reception


The 2nd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial ‘hoods.’ This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space.


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