Date & Time
Wednesday, February 26, 2020
8:30 AM - 11:30 AM ET
Location:
101 Club
101 Park Avenue (corner of 40th Street and Park Avenue), first floor
New York, NY
Description
8:30-9:30 What Family Offices Will Look Like in 2025
- defining the term “family office” – What does it include? What are the implications?
- innovative family office structures
- recession proofing
- generational hand-off
Steve Kahn, Talpion Family Office
Heath Weisberg, CAM Capital
Chris Johnson, Scott's Pond Capital
9:30-10:30 How Technology Impacts Family Offices
- digitization
- cybersecurity
- remote participation, data storage etc
- portfolio and reporting developments
Amy Arndt, Ballard Spahr
Others to be announced
10:30-11:30 International Trends Affecting Family Offices
- globalization and its implications
- geopolitical risks
Wendy Craft, Fulcrum Equities (Moderator)
Brian DeLucia, Arrivato LLC
Mary Akkerman, Ballard Spahr
For more information, contact Peltz International, Inc. at 212.689.0180.
