Institutional Investor and Lido Consulting are proud to present this year’s Family Office Wealth Conference, Understanding and Prospering from the Shifting Sands of Global Transformation, bringing together representatives from some of the nation’s wealthiest families to explore the latest trends and issues related to managing family assets.

This invitation-only annual event will provide an abundance of practical information from an innovative blend of educational sessions featuring speakers discussing solutions to the diverse range of issues facing family offices today. Some of this year’s discussion topics include:

• Making Sense of Long-Term Trends and Cycles to Set and Meet Strategic Investment Goals
• The Great Inflation Fear: Calculating the Risks and Appraising an Appropriate Response
• Defining and Establishing What Matters in Creating Better Risk Models for Families
• Evolving Trends for Single Family Office Executive Directors – What’s Changed (or not) as a Result of the “Great Recession?”
• Naked Trends: What Basic Economics Can Tell Us About the Future
• Just Between Us: A tête-à-tête For and About Critical Issues For Families – a CLOSED DOOR discussion led by family office executives and family members
• Appreciating and Managing Reputational Risks in a Hyper-Connected World
• Making the Case for Real Assets and Discovering Effective Strategies for Families
• Sovereign Debt: Looming Crisis or Just a Distraction?
• The Historical Ability of Gold to Safeguard Wealth and Defend Against Risks
• Shielding Portfolios in a More Unstable Environment
• The Future for Global Commercial Real Estate
• Washington Update: A Look at the Current State of the Nation and The Future
• Distressed Investment Strategies: Has the Right Phase in the Cycle For Investors Finally Arrived?
• Technology: Identifying What Matters and What Solutions Are Available
• Tax and Estate Planning Considerations in An Ambiguous Environment
• Setting and Meeting Philanthropic Goals
• Rules For Success in Preparing The Next Generation
• The Next Stage for Private Equity
• Hedge Funds: Identifying the Best Structures, Strategies and Managers for Families
• Determining the Real Risks and Opportunities in the Muni Market for Affluent Investors
  

• Russ Prince, consultant and author of numerous studies and books on wealth management and affluent families. Russ Alan Prince is the President of Prince & Associates, Inc., the leading market research firm specializing in global private wealth. With a quarter century of concentrated experience with the ultra-high-net-worth and elite advisors, he is a highly sought consultant on strategic, profitability and structural business issues. Prince is frequently cited for his experience in the international business and financial press including The Wall Street Journal, Forbes, and The New York Times. He is a prolific writer, having penned more than forty books including the seminal titles — Inside the Family Office, The Sky’s the Limit, Fortune’s Fortress, and Fame & Fortune. He is the executive editor of Private Wealth Magazine.
  
• Gerard Senehi, The Experimentalist. Gerard Senehi is a psychic entertainer who experiments in all areas of the paranormal. He is recognized internationally not only as a brilliant performer but also as a true master of the art. After witnessing his work, world leaders have approached him to enlist his help for political and military causes. Top corporations have tried to lure him to predict world markets. Scientists from around the world have been baffled by his experiments some recognizing these as “the most convincing display of paranormal phenomena they ever witnessed.” Despite all this, Gerard Senehi uses his skill only as entertainment and to expand people’s ideas of what’s possible.
  

• Greg Valliere, Chief Policy Strategist, Public Policy Professor, Soleil Securities Group, Inc. Greg Valliere is the Chief Policy Strategist for Soleil Securities Group where he analyzes and provides opinions on domestic political and public policy matters and events. A frequent guest on CNBC and other networks, Mr. Valliere has spent decades inside the “Beltway” learning and observing and getting to know Washington D.C. and its power brokers in order to bring fresh views on the major issues of the day to the forefront in the public realm.
  

• Charles Wheelen lectures on public policy at the University of Chicago and writes Yahoo’s popular “Naked Economics” column that attempts to make the dismal science accessible to those with even a limited understanding of the basic theories and tools that measure economic output and all the various issues related to it. The author of a book by the same name, Mr. Wheelen is the former Midwest correspondent for The Economist (1997-2002), a former gubernatorial speech writer and a former Democratic candidate for Congress in the special election for Illinois’s 5th Congressional District, the seat vacated by President Obama’s Chief of Staff Rahm Emanuel. A graduate from Dartmouth College, Mr. Wheelen has also written for publications including The Chicago Tribune, The New York Times and The Wall Street Journal.
  

The 11th Annual Family Office Wealth Conference continues the tradition of providing the type of balanced program for which this event is recognized, one that addresses the entire spectrum of issues faced by family office executives. As in the past, there will be a host of social events and networking activities throughout the conference to add a touch of amusement and entertainment to the program and allow you to meet and mingle with your peers.

This is the only by-invitation event of its kind as we recognize the need to provide a comfortable educational environment where high-net-worth family members and family office executives can openly discuss sensitive issues with a network of their peers.

To download a program brochure, please CLICK HERE
To download a registration form, please CLICK HERE

 * Please note, registration is only open to qualified family offices executives and high-net-worth investors. You will receive confirmation of your place within 48 hours of receiving the registration form. Institutional Investor reserves the right to decline admittance to anyone who does not meet the criteria to be a member of the audience.

© Euromoney Institutional Investor 2006