| IFG WEALTH MANAGEMENT FORUM AGENDA • DAY TWO TUESDAY, April 21, 2015 |
| Breakfast |
7:00 Peace Pipe Patio |
| SELECT |
Roundtable Discussion Group |
|
| FINANCIAL TECHNOLOGY AND INNOVATION IN THE FAMILY OFFICE SPACE |
|
| David J. Dunn, President and Founder, KINGSBRIDGE WEALTH MANAGEMENT, INC. |
8:00 Sunshine |
| Roundtable Discussion Group |
8:00 Arizona Ballroom Salons D |
| THE BUSINESS OF THE FAMILY – TOOLS TO HELP DEVELOP AND SUSTAIN HUMAN, SOCIAL AND FINANCIAL CAPITAL |
| Cliff Oberlin, Founder, Chairman and CEO, OBERLIN WEALTH PARTNERS |
| Roundtable Discussion Group |
8:00 Arizona Ballroom Salons E |
| INVESTING IN THE BRAZILLIAN MARKET: ARE INVESTORS STILL DOING THE SAMBA? |
| Leonardo Wengrover, CEO, W ADVISORS (Brazil) |
| Keynote Dual Presentation |
8:45 Sunshine |
| DELIVERING A TRULY DIFFERENT EXPERIENCE TO UHNW FAMILIES: THE FAMILY OFFICE EXPERIENCE |
| Maria Elena Lagomasino, Managing Partner and CEO, WE FAMILY OFFICES |
| Michael Zeuner, Managing Partner, WE FAMILY OFFICES |
| Coffee Break |
9:30 Peace Pipe Foyer |
| Business Meetings |
9:45 Peace Pipe |
| Presentation |
11:15 Sunshine |
| LOOK AT THE HORIZON AND AVOID THE CLIFF: HOW TO KNOW IF YOU HAVE ENOUGH |
| Andy Hart, Managing Partner, DELEGATE ADVISORS |
| Presentation |
12:00 Sunshine |
| THE HEDGING CONUNDRUM – MANAGING CURRENCY RISK IN PORTFOLIOS |
| Karim HK Ahamed, CFA, Partner, HPM PARTNERS LLC |
| Lunch |
12:45 Peace Pipe Patio |
| Dual Presentation |
1:45 Sunshine |
| KEEP CALM AND MIND THE GAP(s) – SUCCESSION CONSIDERATIONS AND STRATEGIES TO BE AWARE OF THAT ARE OFTEN OVERLOOKED |
| Michael J. Kiley, Founder and CEO, CHAMBERLAIN GROUP |
| Clive Fleissig, President and Co-Founder, ROCHESTER ADVISORS |
| Networking and Coffee Break |
2:30 Peace Pipe Foyer |
| Business Meetings |
2:45 Peace Pipe |
| Keynote Presentation |
3:45 Sunshine |
| THE ROADMAP TO REFORM: TAX POLICY IN THE 114th CONGRESS |
| Pat Soladano, Founder, POLICY AND TAXATION GROUP |
| Chairperson's Closing Address |
4:30 Sunshine |
| Daniel Goldstein, Senior Managing Director, MANCHESTER CAPITAL MANAGEMENT |
