| IFG WEALTH MANAGEMENT FORUM AGENDA • DAY ONE MONDAY, April 20, 2015 |
| Forum Registration |
8:00 Peace Pipe Foyer |
| IFG Welcome |
9:15 Sunshine |
| Elana Ferrari, Senior Executive Producer and Program Coordinator, IFG |
| Chairperson’s Opening Address |
| Daniel Goldstein, Senior Managing Director, MANCHESTER CAPITAL MANAGEMENT |
| Keynote Presentation |
9:30 Sunshine |
| LEVERAGING COMPANY CULTURE TO DIFFERENTIATE YOUR FIRM |
| Joe Calabrese, CEO, GELLER FAMILY OFFICE SERVICES, LLC |
| Presentation |
10:15 Sunshine |
| RECRUITING AND RETAINING EXECUTIVE TALENT FOR FAMILY OFFICE LEADERSHIP ROLES |
| Linda C. Mack, Founder and President, MACK INTERNATIONAL, LLC |
| Advisor Briefing |
11:00 Sunshine |
| Coffee Break |
11:00 Peace Pipe Foyer |
| Business Meetings |
11:30 Peace Pipe |
| Lunch |
1:00 Peace Pipe Patio |
| Panel Discussion |
2:00 Sunshine |
| IMPLICATIONS FOR THE FIXED INCOME MARKET – INVESTMENT STRATEGIES IN A NEW INTEREST RATE ENVIRONMENT |
| Moderator: Daniel Goldstein, Senior Managing Director, MANCHESTER CAPITAL MANAGEMENT |
| Mark Castelin, Director, Investment Advisory Services, CTC|myCFO |
| Robert Elsasser, Director of Fixed Income Research, CTC|myCFO |
| Mark Roberts, CIO, BILTMORE FAMILY OFFICE |
| Keynote Presentation |
2:45 Sunshine |
| WEALTH INHERITORS AND THE AMERICAN DREAM |
| Charles A. Lowenhaupt, Chairman, LOWENHAUPT GLOBAL ADVISORS |
| Coffee Break |
3:30 Peace Pipe Foyer |
| Business Meetings |
3:45 Peace Pipe |
| Keynote Presentation |
5:45 Sunshine |
| RISK PROFILE – UNDERSTANDING RISK AND HOW TO MANAGE IT EFFECTIVELY |
| Tony Roth, CIO, WILMINGTON TRUST |
| SELECT |
Roundtable Discussion Group |
6:30 Sunshine |
| PRIVATE EQUITY TODAY: VENTURE, BUYOUTS, AND EMERGING MARKETS – FINDING OPPORTUNITY IN THE HYPE |
| John Clark, Managing Director, PERFORMANCE EQUITY MANAGEMENT LLC |
| Roundtable Discussion Group |
6:30 Arizona Ballroom Salons D |
| THE ATTRACTION OF GOING SMALL IN PRIVATE EQUITY |
| John L. Pouschine, Managing Director and Co Founder, POUSCHINE COOK CAPITAL MANAGEMENT, LLC |
| Roundtable Discussion Group |
6:30 Arizona Ballroom Salons E |
| INVESTING DIRECTLY IN THE US SMALL PUBLIC AND PRIVATE COMPANIES |
| Michael Taglich, Co-Founder, President and Chairman, TAGLICH BROTHERS, INC. |
| Evening Reception – Join us for a cocktail dinner to maximize informal networking opportunities |
7:15 Sonoran Terrace |
