May 4th - 6th 2008
The Ritz Carlton (Tysons Corner) McLean, VA (USA)
" Comprehensive Strategies for the Changing Role of the Family Home Office Executive "
Affluent families are increasingly dealing with more complex issues surrounding the most strategic management of their wealth. In turn, executives managing these portfolios have had to cope with conflicting views about domestic and international economies, interest rates, tax legislation and a myriad of sophisticated investment strategies like hedge funds, private equity, derivatives and other alternatives. Furthermore, geopolitical issues are having an increased affect on portfolios - oil price fluctuations in the Middle-East, renewable energies developments and the development of
China and India have potential to provide big gains, but are accompanied with increased risks. Transmitting all this information to family members for the appropriate course of action is no easy task. Family members must also take into consideration how decisions made today will affect generations of the future.
Connex International’s Family Home Office Executive Forum provides a strategic environment where content is best highlighted by the fact that every single forum session, think-tank and panel discussion session is conducted by leading family home office executives who are true peers with practical knowledge and candid insights born from their own experiences. This environment has been uniquely designed to facilitate direct and interactive discussions about genuine issues and current initiatives that are both succeeding and failing in the market. By openly discussing real experiences and practical strategies, executives obtain relevant information and ideas that they can actually implement and benefit from within their own home office. This stands in sharp contrast to the more traditional event format, which consists of passively listening to various asset managers outline their theories or proxies, subtly selling their own products and services.
The Family Home Office Executive Forum will examine many pressing investment issues as well as issues surrounding tax and legal legislation, philanthropy and succession planning for the next generation. In this unique platform, interesting perspectives and opinions about the best structured direction affluent families must contemplate will be addressed. It will also serve for the most elite networking and benchmarking in the industry.
For more information, on becoming a Speaker, Asset Management Partner, Institutional Investment Member or Media Partner, contact:
Michael Pupil at 646.502.8869 info@theconnexgroup.com