| > 2000
Events |
7:30am — Coffee & Registration
8:00am
Speaker: Robert D. Arnott, First Quadrant, L.P.
This session is a wake-up call to those who embrace the "new paradigm," which suggests that economic growth is sufficiently steady and robust that the market should be priced at drastically higher levels than in past years. Members may recall Rob Arnott sounding a wake-up call at the inaugural Forum in 1992 about the impact of taxes on investments.
9:00am — Refreshment Break
9:15am
Speaker: Robert A. Day, Trust Company of the West
From his perspective as chairman of an investment firm, head of his own family office and director of his family's foundation, Robert Day will share reflections on the choices his family made over the years as they looked to create or preserve wealth.
10:15am
One Family's Perspective
Speaker: Erik J. Anderson, Matthew G. Norton Co.
As head of a family office, Erik Anderson will describe how they approached assessing and managing risk within their overall portfolio. He will share the templates he used and his work with value at risk modelling.
11:30am — Pre-Luncheon Reception and Roundtables
12:00 noon — Luncheon
1:30pm — Choice of Four Breakout Sessions
Grillers: Henry M. Kaiser, WI Harper Group, Inc.
..........Gordon T. Williams, Walker Capital Management
Grillee: Pascal N. Levensohn, Levensohn Capital Management, LLC
Hear a presentation of a venture capital fund and listen as an expert "grills" the firm's representative. IPI performs no due diligence on investment products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.
Co-facilitators: Thomas W. Strauss, Ramius Capital Group, LLC
Madhav Misra, Citi Alternative Investment Strategies
Comparing notes, checking out new, old, and collapsed hedge funds, as well as current interests will be the focus of this roundtable for sophisticated hedge fund investors. Active attendees are asked to submit beforehand their level of experience and activity in hedge fund investing. Note: There is space available for "passive" attendees who wish to listen in on the discussion
Speaker: Lynn S. Martin, Credit Suisse Asset Management, LLC and Warburg Pincus
Hear an analysis of the variables involved in deciding disposition of shares received post venture.
Unspoken Issues in the Family
Speaker: Judy G. Barber, JGB Associates
Hear how issues that parents and adult children face in the transfer of assets can impact their working relationship. What are the mixed messages and taboos that can prevent consensus decision making? This interactive session provides participants with tools for open communication so family members can discuss and resolve conflicts and agree on a policy that meets the needs of all family members.
2:30pm — Refreshment Break
3:00pm — Choice of Four Breakout Sessions
(limited to Ivory Snow)
Facilitator: David Soward
If the theory of asset allocation (and MPT) is more relevant for a pension plan, does that mean a family needs a new or different model? Should alternative investments like venture capital or hedge funds be considered asset classes? What about non-US investments? A small group of sophisticated members will exchange views and compare notes on the challenges a family faces in asset allocation.
Griller: Kathleen W. Williams, Harb, Levy & Weiland, LLP
Grillee: Bradley J. Fretz, Ashfield & Co., Inc.
Hear a presentation of a tax-efficient growth equity manager and listen as an expert "grills" the firm's representative. IPI performs no due diligence on investment products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.
Overlapping Family/Business Issues
Speaker: Judy G. Barber, JGB Associates
How does a family working together balance family needs with business tasks and decision making? This interactive session provides participants with the opportunity to look at the characteristics of their family and their business relationships and assess overlapping issues that may prevent sound and satisfying decisions. Participants will leave with tools to maintain healthy overlap and enhance personal as well as working relationships
Speaker: Michael Leon, Northern Trust Bank
This session will cover everything from exchange funds to "costless" collars to simple puts. Ample time will be devoted to distinguishing the goals for any one program — from monetizing to diversifying to protecting gains.
IPI performs no due diligence on investment products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.
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