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4th Annual Multi Family Office Conference

Thursday, October 10

Overview

The 4th Annual Multi Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of multi family offices. Over the past several years, the financial services industry has witnessed the continuing growth of Multi-Family Offices. Multi-Family Offices typically offer comprehensive investment solutions to affluent individuals and families, with some also handling various financial matters for their clients, including budgeting, insurance, wealth transfer, and tax services. The Multi-Family Office Conference will feature a panel of senior Multi-Family Office investment professionals who will discuss the current investment landscape and global market trends from the perspective of Multi-Family Offices. The program is a rare opportunity to hear the investment views of several of the New York region’s most prominent Multi-Family Offices.

Agenda

5:30 PM | REGISTRATION 


6:00 PM | WELCOMING REMARKS

Maria Weitzer, CFA, Senior Investment Risk Manager, APG Asset Management US


6:05 PM | THE NEXT FRONTIER IN THE RECORD-LONG EXPANSION

Jason Pride, CFA, Chief Investment Officer of Private Wealth Management, Glenmede


6:45 PM | PANEL DISCUSSION

Moderator

Robert Davis, CFA, CAIA, Partner and the Chief Investment Officer of Round Table Wealth Management

Panelists

Jerome Antenen, CFA, Managing Director and Head of Equity Investments, Truvvo Partners LLC

Andy Kapyrin, CFA, Partner and Co-Head of Investments, RegentAtlantic

Mark Lebida, CFA, Senior Vice President, Avestar Capital


7:55 PM | CLOSING REMARKS

Jonathan Prin, CFA, Managing Director, Greylock Capital


8:00 PM | NETWORKING & CATERED RECEPTION

Reception Sponsor

Additional Details

Learning Outcomes

  • What are the compensation & talent management trends affecting the industry
  • How large and small companies from different facets of the finance industry are tackling the issue of a tight labor market
  • Expectations of the new generation of employees in the workplace and how companies are addressing them

Features, Benefits, Values

This event will help members and others to understand the current trends in compensation and talent management and how to do what’s best for you or your firm.

Who Should Attend?

CEOs, Chief Operating Officers, Chief Technology Officers, Chief Compliance Officers, Job Seekers, Portfolio Managers, Analysts, Investor Relations