Family Wealth Report Family Office Investment Summit 2024

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The Tenth Family Wealth Report Family Office Investment Summit

Agenda

8.00 am Registration and Breakfast

9.00 am Welcome & Keynote

5.00 pm Summit Close & Cocktail Reception

Topics

• Policy, Politics and the Markets.

• The Rising Risk/Performance Analytic Demand Across the Family Office.

• The Intersection of Wealth and Health: Managing the Uncertainty of Caring for Parents and Children while Planning for the Inevitable.

Sponsors & Partners

• Trends in Wealth Structuring for the Next Generation.

• Empowering Leaders – Fund Accounting for Alignment and Success.

• Custom Index Solutions for Family Offices.

• The Power of the ‘Other’ AI.

• The Evolving Landscape of Alternative Investments: Adapting to Technological Disruption in a Changing Market.

• Passion Assets: Luxury to Legacy.

• Art as an Alternative Investment – What Advisors Need to Know.

• Art and Technology: Redefining Authenticity in a Digital Age

• Risk: The Common Language of Opportunity in Enterprise Fintech

• The AI-Driven Evolution of Alternative Investments

/ November 13, 2024 / UBS, 11 Madison Avenue, New York / 8:30am – 6:00pm EST

Speakers & Presenters

ANTOINE BASTIEN Genesis Fund Services Limited
COLLEEN BOYLE The Fine Art Group
JOHN CASTRUCCI RSM
AYO EKHATOR Bridge
MATTHEW ERSKINE The Erskine Company
NIEKA HORTON Bahamas Financial Services Board
BRIAN HUGHES Eton Advisors
PATRICK KENNEDY All Source Investment Management
DANIEL FADDOUL Auditive
ALEX REYFMAN Tradewell Technologies
THOMAS RUGGIE Destiny Family Office DR IYANDRA SMITH BRYAN Quantfury Trading
SCOTT ECKEL Schwab
ALEX GOODWIN Bridge
ANNA GARCIA Altari Ventures
LAURA MCDOWELL Schwab Asset Management
VANESSA LIU Sugarwork
COURTNEY BOOTH CHRISTENSEN Winston Art Group
NANNE DEKKING Artory
PAUL WINDER Bahamas Financial Services Board
JAMES (JAY) WOLSTENHOLME Datos Insights
LISA GELLES Howard Insurance
EVERETT PERONI Wilmington Trust
ASHVIN VISWANATHAN Wilmington Trust
DR. ANTHONY D’AMBROSIO Neurosurgeons of New Jersey
BRIAN M. MELBOURNE Wells Fargo Advisors
LORNA J. REDRUP, CPA Trove
CORI RODDA FWO Accounting & Consulting
DANIEL J. SCANSAROLI UBS Wealth Management
TAL SHAHAR Atlas Invest
DIANE SIRAKOVSKY TrustHouse

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