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Single Family Office Conference

March 10, 2016

Description

This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFANY’s code of conduct.

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.

Agenda
5:30 PM: Check-in

6:00 PM: Welcome and Opening Comments
Christopher Cutler, Board of Director, CFANY

6:05 PM: Keynote Address
John Andrew Levin, Chief Executive Officer, Portfolio Manager, and Chairman, Levin Capital Strategies, L.P.

6:30 PM: Panel
Moderator
Michael Oliver Weinberg, Chief Investment Strategist, Protege Partners, and adjunct Associate Professor of Economics and Finance, Columbia Business School

Speakers
Andrew Eberhart, Chief Investment Officer, Heinz Family Office
Anthony E. Meyer, Chairman, Meyer and Co. LLC; President, Ocean Road Advisors, Inc.
Richard Slocum, Chief Investment Officer, The Johnson Company
Clark Cheng,CFA, FRM, Chief Investment Officer, Merrimac

7:30 PM Closing Remarks
Alvarez Symonette, Director of Business Development, MAK Capital

7:35 PM Adjournment and Reception
Daniel Dagen, CFA, CEO, CFANY

Who should attend?

Portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel.

CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting