The Spring Forum for Private Investors
May 24-25, 2006
- Dissatisfaction with Your Trustee: Options and Implications
- Does Your Family Office Need to Register as an Investment Advisor?
- ETFs, Indexed Mutual Funds, and Listed Options: Trading Tools for the Taxable Investor
- Investing with Emerging Managers: Issues Unique to New Managers
- The Battle for the Soul of Capitalism
- Investment Management for the Taxable Investor
- Has Your FLP Flipped? Is Your GRAT Still Great? Rethinking Estate Planning Structures
- Reevaluating Risk Metrics: Beyond the Sharpe Ratio
- Risk Management in the Family Office: Directors and Officers Liability, Employee Benefits and Other Issues
- The Grill¨: Customized Indexing vs. All-Cap Long Only Money Managers
- Governance for Family Trusts and Trust Companies - Deciding What You Want and Buying What You Need
- The Grill¨: Does Outsourcing the CIO Make Sense?
- The Grill¨: Municipal Arbitrage
- Inflation and Your Portfolio: A Hard Look at the ÒHidden TaxÓ
- Entitled to What? Entitlement Spending and the U.S. Economy
- Portable Alpha and the Evolution of Asset Management in the Institutional World
- Jets: Lease vs. Buy, Fractional Ownership vs. Purchase, and Other Issues on the Way Skyward
- Will We Stop Borrowing Before They Stop Lending?
- Global Investing: Taxes, Custody & Correlations
- The Grill¨: Active Cash Management
The Sixth Annual Winter Forum for Private Investors
February 28 - March 1, 2006
- Keynote Session - Beyond Markowitz: Building a Practical Framework for Asset Allocation and Behavioral Finance
- Nanotechnology - The Economics of Matter
- Philanthropy and the Environment
- Keynote Session - Challenging Cap-Weighted Benchmarks
- Avoiding a Bayou: Hedge Fund Due Diligence
- Managing Concentrated Stock Risk: Hedging and Taxation Issues
- Future of the Death Tax
- Members on The Grill¨ - Technology in the Family Office
- When Mean Things Happen to Nice Asset Classes
- Global Asset Allocation for Family Offices - An International View
- Preempting Estate Litigation
- Indexing Private Equity: The Evolution of a Benchmark
- Treasury Inflation Protected Securities (TIPS)
- Trouble with Optimizers
- Special Purpose Acquisition Companies (SPACs): Liquid Private Equity
- REITs: The Next Five Years
- Dirty Little Secrets of VC Returns
- Myths and Misconceptions About ETFs
The Fall Forum for Private Investors
October 6 - 7 , 2005
2006 Advisor Roundtables
- How Family and Generational Dynamics Affect Wealth Management Decision
- The Trouble with Optimizers
- CDOs: An Introduction for the Informed Investor
- WhatÕs Wrong with ETFs?
- Defining Global Practice Standards for Auditing Investment Fiduciaries: The Impact on Private Investors
- Keynote Panel
- Asset Manager Code of Conduct: What It Really Means for the Industry
- Investigative Due Diligence - The New Imperative Today
- An Early Look at Year End
- Achieving the Best Collection of Hedge Funds
- Finding Opportunity in a World of Lower Returns
- Ninth Annual Capgemini/Merrill Lynch World Wealth Report
- Strategic and Effective Philanthropy: Doing It Right
- Open Architecture: The Solution or The Problem?
- Advising the Affluent: Opening the Conversation
- The Revolution in Investment Adviser Regulation: Send Lawyers, Guns and Money
- Recent Developments in the Healthcare Sector
- ETFs - Revolution (or Evolution?) in Investing
- State of the Industry: A Reprise
- Understanding the Landscape of Private Energy Investing
- How Do You Measure Advice?
- Hedge Fund Industry ø Update and Outlook for 2005