Handler Thayer Family Office Forum
University Club of Chicago, Chicago, Illinois
Wednesday, June 27, 2018

Program Agenda

Registration and Networking Breakfast Michigan and Monroe Rooms, 2nd Floor

Main PresentationOpening Remarks from the Program Chair Cathedral Hall, 9th Floor
Steven J. Thayer, Partner, Handler Thayer, LLP

Forming a Family Office – Tax & Succession Planning Issues

    • The Impact of the New Tax Act on Family Office Structures
    • Recent case law updates
    • Single Family Offices, Virtual Family Offices & Multi-Family Office Structures

Discussion Leader
Thomas J. Handler, Partner, Handler Thayer, LLP
Michael D. Whitty, Partner, Handler Thayer, LLP
Andrew L. Busser, Managing Director of Strategy, Pitcairn
Jason M. Cain, Managing Partner – Family Office Services, BDO USA, LLP

The World of Wealth Management & Public Investments

    • Understanding Wealth Management Fee Structures
    • Determining Investment Objectives & Investment Policy
    • Hiring the Right Managers In House and Out of the House
    • Reporting & Accountability

Discussion Leader
Stuart Buck, Managing Director/Investments, Stifel
Edward V. Marshall, Director, Global Family Office Group, Citi Private Bank
Joseph Battaglia, Executive Director, Global Family Office-Americas, UBS Financial Services Inc.
Vincent Jelani, Chairman, Crux Holdings


The World of Private Capital & The Family Office

    • Strategy & Allocation
    • Investment Trends
    • Competing with Private Equity
    • Co-Investments

Discussion Leader
Steven J. Thayer, Partner, Handler Thayer, LLP
Paul Carbone, President and Managing Partner, PPC Partners, LLC
Ronald S. Diamond, Chairman and CEO, Diamond Wealth Strategies
Beth Rahn, Vice President & Head of Family Capital, McNally Capital, LLC

Networking Lunch Cathedral Hall, 9th Floor

Philanthropy & The Family Office – How They Intersect

    • Trends & Practices
    • One Foundation’s Journey into Impact Investing
    • Resources for Continued Learning

Discussion Leader
John LaFleur, Director, Strategic Philanthropy, Ltd.
Irene Pritzker, Founding Member, President and Chief Executive Officer, IDP Foundation, Inc.

Family Council & Governance

    • Mission, Vision, Values
    • Engaging the Family
    • Engaging Others

Discussion Leader
Andrew Pitcairn, Family Council Chair, Pitcairn
Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC
Barbara R. Hauser, Editor-in-Chief, The International Family Offices Journal


Break Out Sessions

Cathedral Hall (2:35pm-3:15pm)
Risk Management & Security Issues for the Family Office
Discussion Leader
Thomas R. Livergood, Founder & CEO, Family Wealth Alliance, LLC
Michael White, Senior Vice President, Private Client + Family Office Services, Hillard Heintze
Ben Keogh, Vice President, Market Development, Rubica
Kate Kortsch, President/CEO, KII Consulting, Inc.

Cathedral Hall (3:15pm-4:00pm)
Real Estate Investment Trends & Practices
Discussion Leader
DJ Van Keuren, Vice President, Hayman Family Office
William H. Reynolds, Senior Managing Director, MCS Capital LLC – Marcus Corp
Craig A. Spencer, Chairman & CEO, Arden Group
Ricky B. Novak, Co-Founding Partner, The Strategic Group

Michigan Room (2:35pm-4:00pm)
“Big Idea” Opportunities in Technology and Bio Tech
(Company Presentations)
Amber AgricultureAnalytics and Automation for Grain Management Slide Deck
CatalyzrEnding the “War for Talent” Slide Deck
Swing KingAutomated Contest Platform for Golf Courses
PreDxion Bio, Inc.Precision Immunotherapy Platform for Critical Care and Emergency Medicine Slide Deck
Jivana BiotechnologyOncolytic Viruses to Treat Cancer Slide Deck
Medolac LaboratoriesMedolac Sets a New Standard in Quality, Safety and Scale Slide Deck
Bright Path PharmaceuticalsMedicines for Demand Slide Deck
Archer PharmaceuticalsDrug Discovery for Alzheimer’s Disease and Other Dementias Slide Deck
Program Moderators
Brian Smiga, Partner and Co-Founder, Alpha Venture Partners
Tom McKenzie, Managing Partner, Cavendish Global
Daniel Eichner, Partner, SOSV

Cocktail Reception Michigan and Monroe Rooms, 2nd Floor

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