Family Office CIO Summit

Family Office CIO Summit

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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

CEO Training DownloadsBuild 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.

CEO Training DownloadsHear 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.

CEO Training DownloadsFamily 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 Jonathan Bergman
TAG Associates
Leah Zveglich Leah Zveglich
Aster Family Office

Douglas Getty Douglas Getty
Abbot Downing
Michael Studer Michael Studer
Oil & Gas Syndicate LLC
William Braman William Braman
Ballentine Partners, LLC
John Jonson John Jonson
Lyrical Partners
Sergio Pedro Sergio Pedro
Protege Partners
Henley SmithHenley Smith
Oppenheimer & Co. Inc.
Michael SuryMichael Sury
Thomas Handler Robert Russell
Avenue Capital Group
Stephen GoodmanStephen Goodman
Mid Atlantic Bio Angels
Sergio PedroSergio Pedro
Jones Family Office
Carol Pepper Carol Pepper
Pepper International
Candice Beaumont Candice Beaumont
L Investments
Christopher Moore Christopher Moore
CSM Capital Corp.
Bryan Wisk Bryan Wisk
Asymmetric Return Capital
Michael Felman Michael Felman
ShoreFront Capital
David Smith Alex Smith-Ryland
Richard-C-Wilson Richard C. Wilson
Billionaire Family Office

Thaddeus R. Shelly III Thaddeus R. Shelly III
Tiedemann Wealth Management
Stewart Massey Stewart Massey
Massey Quick
Neil Wolfson Neil Wolfson
SF Capital Group
Mark Berman Mark Berman
MB Family Advisors
Amish Jani Amish Jani
FirstMark Capital
Matt Cohen Matt Cohen
City Light Capital
David Smith David Smith
Smith & Associates
Brian Smiga Brian Smiga
Alpha Venture Partners
Charles Krusen Charles Krusen
Krusen Capital Management
Avi GelboimAvi Gelboim
Scher Capital Management
Theodore O'BrienTheodore O’Brien
Billionaire Family Office

Family Office CIO Summit Sponsors

Family Office Club Family Office Club Common Wealth Capital Corp Asymmetric Return Capital
Hedge-Fund-Group-Hedge-Fund-Certification Family Office Club Private Wealth Systems Asymmetric Return Capital

Marriott East Side

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
Capital Raising WorkshopRisk 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.

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Phone ImageQuestions? 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.

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Wilson-Capital-1004Richard C. Wilson
(212) 729-5067
CEO & Founder
Wilson Conferences