Family Office CIO Summit

Family Office CIO Summit:  Our Family Office CIO Summit on Thursday, August 6th, 2015 in New York at the Marriott East Side features several single and multi-family office CIOs and portfolio managers all sharing best practices, investment models, and risk management strategies.   This is an exceptional opportunity for fund managers and investment executives to learn how family office CIOs devise allocation strategies, manage risk, and evaluate performance.

Brochure: The brochure for The Annual Family Office CIO Summit is available for download here.

Early Bird Price: $1,195 (free for qualified institutional investors and family offices)

Benefits of Attending

Build Your Family Office CIO Relationship Network: Rapidly expand your connections to family office Chief Investment Officers (CIO) and portfolio managers to learn about new best practices, risk management models, and co-investment opportunities.

Hear from Family Office CIOs:  Most other family office conferences feature mostly fund managers, accountants, attorneys, service providers, and others who have helped promote or sponsor the event.  Since we are not just a media/conference company we already work with family offices daily, they are our clients and friends, and that results in a superior line-up of speakers.

Family Office CIO Tools & Best Practices:  Find out what new tools family office CIOs are using, how they conduct due diligence, who they have on their investment committees, and how they select fund managers and investment banking deals for capital allocations.

Family Office Speakers Include:

Jonathan Bergman TAG Associates	Leah Zveglich Aster Family Office	Douglas Getty Abbot Downing	Michael Studer Oil & Gas Syndicate LLC	William Braman Ballentine Partners, LLC
John Jonson Lyrical Partners	Sergio Pedro Protege Partners	Henley Smith Oppenheimer & Co. Inc.	Michael Sury INDORUS Holdings LLP	Robert Russell Avenue Capital Group
Stephen Goodman Mid Atlantic Bio Angels	Sergio Pedro Jones Family Office	Carol Pepper Pepper International	Candice Beaumont L Investments	Christopher Moore CSM Capital Corp.
Bryan Wisk Asymmetric Return Capital	Michael Felman ShoreFront Capital	Alex Smith-Ryland HedgeCoVest	Richard C. Wilson Billionaire Family Office	Thaddeus R. Shelly III Tiedemann Wealth Management
Stewart Massey Massey Quick	Neil Wolfson SF Capital Group	Mark Berman MB Family Advisors	Amish Jani FirstMark Capital	Matt Cohen City Light Capital
David Smith Smith & Associates	Brian Smiga Alpha Venture Partners	Charles Krusen Krusen Capital Management	Avi Gelboim Scher Capital Management	Theodore O’Brien Billionaire Family Office

Family Office CIO Summit Sponsors

Venue:  Marriott East Side, 525 Lexington Ave, New York, NY 10017. Click here to book your stay.

Attendees:  Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

“As a small boutique firm in the family office space, the Family Office Club seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”  –    Karen M. Schmid, Moirai Capital Management, LLC
Risk Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences will give you 100% of your money back on admissions paid.  You will also be allowed to keep the copy of the family office book and handouts for your trouble.  At our last conference series in NYC with 450 participants we had an exact refund rate of 0%. Our full refund policy can be found here.

Limited Seating: To reserve a seat for yourself or for your entire team at any of the above events please complete our reservation form.

Event Calendar: To see all of our upcoming 2015 events View our Event Calendar.

Questions? Call us at (212) 729-5067

We look forward to meeting you at this Family Office CIO Summit and hopefully a few more of our events in 2015.

Richard C. Wilson
(212) 729-5067
CEO & Founder
Wilson Conferences