Institutional Investor and Lido Consulting are proud to present this year’s Family Office Wealth Conference, Recovering from the Economic Aftermath: The Next Phase for Affluent Families, 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 topics include:

• Coping With the Crisis In Trust
• Current and Evolving Trends for Single Family Office Executive Directors – Results of the 2009 Family Office Executive Compensation Survey
• Surviving the Economic Disaster and Charting a Path for the Future: The View from Families
• Taking It Up: An Exchange of Ideas, Information and Viewpoints on Crucial Issues Facing Family Offices – a CLOSED DOOR discussion led by family office executives and family members
• Instilling Values in Children and Maintaining Equilibrium in an Environment of Wealth and Challenges
• Determining Where We Are and Where The Road May Lead Us
• What the Massive Government Response to the Economic Crisis Means for Investment Opportunities
• Distressed Securities: Finding the Upside To the Downside
• Making Sense of the Trends in Commodities Prices and Volatility
• Rediscovering Fixed Income and Fixing Your Portfolio
• The Private Equity Landscape: Finding a Way Forward
• Tuning Up and Bridging the Gaps in Affluent Families’ Property and Casualty Coverage
• Washington Update: New Era or Politics as Usual?
• Investigating the Commercial Real Estate Landscape: Can Value Still Be Found? Can Risks Be Mitigated?

• Frank William Abagnale, Jr., Financial Fraud Security Consultant, Abagnale and Associates. With the release of the 2002 feature film release of Catch Me If You Can, Frank Abagnale’s exploits as a confidence man, forger and imposter was revealed to a worldwide audience. In the 1960s he passed bad checks worth an estimated $2.5 million in 26 countries over the course of five years, using at least eight aliases during this time while presenting himself successfully as a commericial pilot, doctor and attorney, among other roles. He now works tirelessly to help companies and individuals avoid financial fraud through his consultancy company, Abagnale and Associates.
  
• Rabbi Steven Z. Leder, Author and Senior Rabbi of Wilshire Boulevard Temple Rabbi Leder is the author of, More Money Than God: Living a Rich Life Without Losing Your Soul, as well as the senior rabbi at the Wilshire Boulevard Temple in Los Angeles, the city’s oldest synagogue with one of its largest congregations. Spoiled children are made, not born., according to Rabbi Leder, who frequently addresses the ways in which wealth can obscure and distract all of us from what is truly important to find enrichment and fulfillment in life.
   
• Peter Navarro, Ph.D., Professor, Paul Merage School of Business, University of California—Irvine. Author, The Coming China Wars, The Well-Timed Strategy and If It Rains in Brazil, Buy Starbucks. Peter Navarro received his Ph. D. in economics from Harvard University. He is a regular CNBC contributor, and author of the bestselling book, The Coming China Wars. Professor Navarro’s other books include the path-breaking management book, The Well-Timed Strategy, and the bestselling investment book If It Rains in Brazil, Buy Starbucks. In November 2007, he presciently advised investors to significantly increase their cash positions. Professor Navarro’s unique and internationally recognized expertise lies in his “big picture” application of a highly sophisticated but easily accessible macroeconomic analysis of the business environment and financial markets for investors and corporate executives. His presentations are aimed not only at providing macro economic views, but educating investors about how they can become their own prognosticators.
  
• Russ Prince, consultant and author of numerous studies and books on wealth management and affluent families. What compensation schemes are being used most effectively to attract and retain the best talent? What do trends suggest about the changing role of family office executive directors? How has the economic environment had an impact on compensation? What is the relationship between compensation and the roles and responsibilities of family office executive directors?
  

• Greg Valliere, Political Analyst. With a new administration and congress in place what major policy changes are we likely to see in the coming year? What is the perception in Washington among lawmakers about the job they have done so far? What can we expect in the mid-term elections in 2010? And how will the shift in power ultimately impact affluent families? How has it done so already?

• Jeffrey Zaslow, Award winning writer and columnist. Mr. Zaslow is recognized for his humanitarian work and Moving On column in The Wall Street Journal that focuses on important life transitions. He is more widely known for co-authoring the best selling book The Last Lecture, the heartbreaking but inspiring account of Carnegie Mellon University computer-science professor’s Randy Pausch’s series of lectures after the 46-year-old father of three was diagnosed with pancreatic cancer and was expected to live for just a few months.

The 10th 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.

his 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