Morning Symposium: The Evolution of Family Offices

A Peltz International, Inc. program
Event Details
February 2020
7:30 AM - 10:30 AM ET
101 Club
101 Park Avenue (corner of 40th Street and Park Avenue), first floor
New York , NY

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.

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