Annual Family Office Retreat

​This event is for family members, family office or family business executives only.

​​​​November 7, 2023

​​​3:00 pm - 6:00 pm  Registration

​​​4:00 pm - 5:00 pm  Reciprocity Ring Peer Round Table
Participants share personal or professional needs to their peer group, sparking collective problem-solving. Members contribute solutions by leveraging their knowledge, resources, and connections. Collaborators then connect to coordinate the fulfillment of each request. The session concludes with a facilitator-led debrief.​​

​5:00 pm - 7:00 pm  Welcome Reception

​November 8, 2023

​​​​8:00 am - 8:30 am Registration 

​​​​8:30 am - 8:45 am Introductions
Bridget Kilroy, The Global 51

​​​​8:45 am - 9:15 am Equity Markets and Asset Allocation in an Uncertain Environment
Joseph Fiorica, Citi Private Bank
Matthew Sullivan, Citi Private Bank

​​​​9:15 am - 10:00 am Deal-Making in the Current Private Market Environment
Ari Bass, Axxes Direct
Bruce Roberts, Carofin
Melvin Lindsey, Nile Capital Group, LLC

​​10:00 am - 10:30 am Investing in Disruptive Entrepreneurs
Philippe Cousteau, Jr., a multi-Emmy-Nominated TV host, producer, author, and social entrepreneur, co-founded SeaVoir Wellness 
Sarah Jensen, Hugh and Grace

​​​​​​10:30 am - 11:15 am Creating Income Opportunities from Non-Traditional Sources
Jay Patel, Norton Rose (Moderator)
Raaj Kumar, Ryan LLC
Ken Kotch, Ryan LLC
Laurence Sotsky, Incentify

​​​​11:15 am - 12:00 pm Real Estate Investing – Strategies and Opportunities
Gene Garcia, RSM US LLP (Moderator)
Brad Blash, Crossbeam
Mike Packman, KPNRE
Matthew Ricciardella, Crystal View Capital
Ellie Perlman, Blue Lake Capital

​​12:00 pm - 1:15 pm Networking Lunch 

​​​​1:15 pm - 2:00 pm Operational Excellence: Is your family office reaching its full potential?
John Castrucci, RSM US LLP
Chris Kutac, RSM US LLP

​​2:00 pm - 2:45 pm Fireside Chat
Bridget Kilroy, The Global 51 (Moderator)
Ken Goldman, Hillspire LLC

​​2:45 pm - 3:30 pm Emerging Manager VC Series: Where Do We Go from Here? 
Brendan Bell, Align Climate Capital
Rick Smith, Crosscut Ventures
Charlie Hanna, Marcy Ventures

​​​​3:30 pm - 3:45 pm Networking Break

​3:45 pm - 4:30 pm Digitizing Your Family Office
Raymond DiNunzio, TOS Advisors (Moderator)
Chris Ainsworth, Pave Financial
Josh Kanter, Leafplanner

​​4:30 pm - 5:00 pm Alternative Income in Climate Solutions: Exploring the Alignment of Profit with Purpose
John Wolf (Moderator)
Eric White, Dividend
Rhys Marsh, Lombard Odier
John Marciano

​5:00 pm - 5:30 pm Family to Family Round Tables: Digest What We Learned

​​​​5:30 pm - 7:30 pm Closing Reception