The 4th Annual Gathering of Family Office Investors, Property Owners, & Real
Estate Developers
THE FAMILY OFFICE REAL ESTATE SUMMIT
April 10th, 2017 | Miami
The Family Office Real Estate SummitDear Colleague,Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers. Once again, we are hosting our annual Family Office Real Estate Summit at the University of Miami. The Real Estate Summit is your chance to network with 25+ family office speakers (and many more in attendance) and 300+ attendees.
WHO WILL BE SPEAKING:You will hear from more than 25 family offices through a mix of standalone presentations and intriguing panel discussions. If you have been to one of our conferences, you know that we are dedicated to featuring top institutional investors and family offices presenting on the most pressing topics, from allocation strategies to risk management and best practices for guarding wealth.
WHO WILL BE ATTENDING:Our conferences attract institutional investors, family office executives, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants. As always, family office executives are welcome to attend and take advantage of the free admission policy. Qualified family offices can sign up to attend for free here: http://FamilyOffices.com/FO
BENEFITS OF ATTENDING:The Real Estate Sumit is your annual opportunity to meet family offices, network with peers in the family office industry, gain valuable insights on the market, and build real relationships that move the needle in your business.
WHY REGISTER TODAY?This event sells out every year and seating is limited so register today to guarantee your spot. You can register online at http://FamilyOffices.com/Real or by giving us a call (305) 503-9077.
I look forward to seeing you at the Family Office Real Estate Summit,
Richard C. Wilson Founder & CEO Wilson Conferences|The Family Office Club (305) 503-9077328 Crandon Blvd. Ste. #223Key Biscayne, Florida 33149
• Build Your Real Estate Investor Network: Quickly add another dozen family offices andinstitutional investors to your relationship network, learn how they like to partner with otherinvestors and investment managers, and become more effective in quickly navigating the realestate allocator industry.
• Meet New Deal Partners: With an emphasis on networking, this conference is gearedtoward fostering new connections, building relationships, and ultimately getting deals done.
• Deepen Your Expertise: Learn directly from top real estate investors on how they allocatecapital, measure returns, mitigate risks, and exit their investments.
www.FamilyOffices.com/RealReservations (305) 503-9077
THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI
THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI
AGENDA
9:00
9:45
10:35
10:50
11:05
9:30
Passing Real Estate to the Next Generation Scott Baker, President - Perspecta Trust
Check-In, Catered Breakfast & Open Networking
Opening Remarks Richard C. Wilson - The Family Office Club
Delivering Returns and Managing Risk as a Multifamily InvestorTamara Laville, CEO, Alchemy Global Advisors
Panel Discussion: Multifamily: Family Offices on Buying and Managing Multifamily AssetsPanelists: Paul Gabrail (Select Investment Group); Irwin Boris (Confidential Family Office); Tom Watts (Watts Capital Partners); Jeff Klotz (Klotz Family Office)
Real Estate Markets that are Attracting HNW Family CapitalFadi Ephtimios, Financial Planner, Group RMC
Single Family Strategy in a Changing Macro Environment David Lindahl, Owner, Creative Success Alliance
Panel Discussion: Financing Focus: Securing Financing for a Real Estate AcquisitionPanel Moderator: Jared Oakes (Benesch)Panelists: Sasha Bernier (Cheltenham Investments); Stephen Cohen (The Standard Management Company)
Catered Lunch & Open Networking
9:15
12:00
8:00
Cocktail Reception & Open Networking
1:55
2:35
3:05
3:45
1:40
1:00
4:00
THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI
AGENDAPanel Discussion: Finding Hidden Value: Real Estate Investors on Overlooked Markets, Underutilized Strategies, and Underperforming Assets Panelists: Christopher Harrison (The Falconwood Corporation); Anthony Annino (Perspecta Trust); David Fisher (Bentley Capital)
How Does a Multi-Family-Office View Real Estate Investment in Their Client Portfolios Michael Nelson, Managing Partner, Eagle Bay Advisors
Panel Discussion: Preparing for the (Baby) Boom: Assisted Living and Long-Term Care FacilitiesPanelists: Doug Fullaway (FourteenPlus, LLC); Theodore O'Brien (The Miami Family Office); Russell Deakin (Brazil Family Office);
Panel Discussion: Value-Add: Insights into Improving Properties, Increasing Efficiencies, and Boosting NOIPanelists: James McKinney (McKinney Properties); Mitch Garrett (Trump Organization); Thomas Webb (Pebb Enterprises); Brian DeLucia (Arrivato)
Panel Discussion: Working Together: Setting Up Co-Investments and Partnering with Other Real Estate InvestorsPanelists: Carlos Imery (IP Family Office); Thomas Haug (Aspen Tree Advisory); Howard Cooper (Cooper Family Office); Kamil Homsi (GRC Investment Group)
Closing Remarks
THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI
SPEAKERS
Scott Baker Perspecta Trust
Steven CohenThe Standard Management
Company
James McKinneyMcKinney Properties
Carlos ImeryIP Family Office
Christopher S. Harrison The Falconwood Corporation
Anthony Ritossa Ritossa Family Office
Mitch Garrett Trump Organization
Michael NelsonEagle Bay Advisors
Jeff KlotzKlotz Family Office
David FisherBentley Capital
Anthony AnninoPerspecta Trust
Doug FullawayFourteenPlus, LLC
Irwin BorisConfidential Family Office
Jared OakesBenesch
Thomas HaugAspen Tree Advisors
Theodore O'BrienThe Family Office Club
THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI
SPEAKERS
Paul GabrailSelect Investment Group
Tom WattsWatts Capital Partners
Russell Deakin Brazil Family Office
Richard WilsonThe Family Office Club
Sasha Bernier Cheltenham Investments
Howard Cooper Cooper Family Office
Jake Harris Harris Bay
Kamil HomsiGRC Investment Group
David Lindahl Creative Success Alliance
Brian DeLucia Arrivato, LLC
Thomas Webb Pebb Enterprises
Fadi EphtimiosGroup RMC
BOOKING FORM
DELEGATE 1
DELEGATE 2
BOOKING DETAILS
PAYMENT DETAILS
www.FamilyOffices.com
Charter Membership PassIncludes admission to all of our conferences and more benefits. ($299 Monthly)
The Family Office Real
Estate Summit
University of Miami
April 10th
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Single Admission
2017 Event Series
Other Ways to RegisterYou can register online at FamilyOffices.com/Real or by contacting us at (305) 503-9077.
1 Delegate - $995
1 Delegate - $995 3 Delegates - $2,650
2 Delegates - $1,795 5 Delegates - $3,975
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The Family Office Real Estate Summit | April 10th | MIAMI