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THE FAMILY OFFICE
REAL ESTATE SUMMIT
April 10th, 2017 | Miami
The 4th Annual Gathering of Family
Office Investors, Property Owners, & Real
Estate Developers
THE
FAMILY OFFICE
REAL
ESTATE
SUMMIT
APRIL 10TH | UNIVERSITY OF MIAMI
The Family Office Real Estate Summit
Dear Colleague,
Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and
institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their
peers. Once again, we are hosting our annual Family Office Real Estate Summit at the University of Miami. The Real Estate Summit
is your chance to network with 25+ family office speakers (and many more in attendance) and 300+ attendees.
WHO WILL BE SPEAKING:
You will hear from more than 25 family offices through a mix of standalone presentations and intriguing panel discussions. If you
have been to one of our conferences, you know that we are dedicated to featuring top institutional investors and family offices
presenting on the most pressing topics, from allocation strategies to risk management and best practices for guarding wealth.
WHO WILL BE ATTENDING:
Our conferences attract institutional investors, family office executives, private equity dealmakers, investment fund managers, highnet-worth individuals, and a variety of family office industry participants. As always, family office executives are welcome to attend
and take advantage of the free admission policy. Qualified family offices can sign up to attend for free here: http://
FamilyOffices.com/FO
BENEFITS OF ATTENDING:
The Real Estate Sumit is your annual opportunity to meet family offices, network with peers in the family
office industry, gain valuable insights on the market, and build real relationships that move the needle in your business.
• Build Your Real Estate Investor Network: Quickly add another dozen family offices and
institutional investors to your relationship network, learn how they like to partner with other
investors and investment managers, and become more effective in quickly navigating the real
estate allocator industry.
• Meet New Deal Partners: With an emphasis on networking, this conference is geared
toward fostering new connections, building relationships, and ultimately getting deals done.
• Deepen Your Expertise: Learn directly from top real estate investors on how they allocate
capital, measure returns, mitigate risks, and exit their investments.
WHY REGISTER TODAY?
This event sells out every year and seating is limited so register today to guarantee your spot. You can register online at
http://FamilyOffices.com/Real or by giving us a call (305) 503-9077.
I look forward to seeing you at the Family Office Real Estate Summit,
Richard C. Wilson
Founder & CEO
Wilson Conferences|The Family Office
Club (305) 503-9077
328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149
Reservations (305) 503-9077
www.FamilyOffices.com/Real
THE
FAMILY OFFICE
REAL
ESTATE
SUMMIT
APRIL 10TH | UNIVERSITY OF MIAMI
AGENDA
8:00
Check-In, Catered Breakfast & Open Networking
9:00
Opening Remarks
Richard C. Wilson - The Family Office Club
9:15
Passing Real Estate to the Next Generation
Scott Baker, President - Perspecta Trust
9:30
Delivering Returns and Managing Risk as a Multifamily Investor
Tamara Laville, CEO, Alchemy Global Advisors
9:45
Panel Discussion: Multifamily: Family Offices on Buying and Managing
Multifamily Assets
Panelists: Paul Gabrail (Select Investment Group); Irwin Boris (Confidential
Family Office); Tom Watts (Watts Capital Partners); Jeff Klotz (Klotz
Family Office)
10:35
Real Estate Markets that are Attracting HNW Family Capital
Fadi Ephtimios, Financial Planner, Group RMC
10:50
Single Family Strategy in a Changing Macro Environment
David Lindahl, Owner, Creative Success Alliance
11:05
12:00
Panel Discussion: Financing Focus: Securing Financing for a Real Estate
Acquisition
Panel Moderator: Jared Oakes (Benesch)
Panelists: Sasha Bernier (Cheltenham Investments); Stephen Cohen (The
Standard Management Company)
Catered Lunch & Open Networking
THE
FAMILY OFFICE
REAL
ESTATE
SUMMIT
APRIL 10TH | UNIVERSITY OF MIAMI
AGENDA
1:00
Panel Discussion: Finding Hidden Value: Real Estate Investors on
Overlooked Markets, Underutilized Strategies, and Underperforming Assets
Panelists: Christopher Harrison (The Falconwood Corporation); Anthony
Annino (Perspecta Trust); David Fisher (Bentley Capital); Nicholas Leap
(The Nicas Group)
1:40
How Does a Multi-Family-Office View Real Estate Investment in Their Client
Portfolios Michael Nelson, Managing Partner, Eagle Bay Advisors
1:55
Panel Discussion: Preparing for the (Baby) Boom: Assisted Living and LongTerm Care Facilities
Panelists: Doug Fullaway (FourteenPlus, LLC); Theodore O'Brien (The
Miami Family Office); Russell Deakin (Brazil Family Office);
2:35
Panel Discussion: Value-Add: Insights into Improving Properties, Increasing
Efficiencies, and Boosting NOI
Panelists: James McKinney (McKinney Properties); Mitch Garrett (Trump
Organization); Thomas Webb (Pebb Enterprises); Brian DeLucia (Arrivato)
3:05
Panel Discussion: Working Together: Setting Up Co-Investments and
Partnering with Other Real Estate Investors
Panelists: Carlos Imery (IP Family Office); Thomas Haug (Aspen Tree
Advisory); Howard Cooper (Cooper Family Office); Kamil Homsi (GRC
Investment Group)
3:45
Cocktail Reception & Open Networking
4:00
Closing Remarks
THE
FAMILY OFFICE
REAL
ESTATE
SUMMIT
APRIL 10TH | UNIVERSITY OF MIAMI
SPEAKERS
Scott Baker
Perspecta Trust
Christopher S. Harrison The
Falconwood Corporation
Anthony Ritossa
Ritossa Family Office
Mitch Garrett
Trump Organization
Steven Cohen
The Standard Management
Company
Michael Nelson
Eagle Bay Advisors
Jeff Klotz
Klotz Family Office
David Fisher
Bentley Capital
James McKinney
McKinney Properties
Anthony Annino
Perspecta Trust
Doug Fullaway
FourteenPlus, LLC
Irwin Boris
Confidential Family Office
Thomas Haug
Aspen Tree Advisors
Theodore O'Brien
The Family Office Club
Carlos Imery
IP Family Office
Jared Oakes
Benesch
THE
FAMILY OFFICE
REAL
ESTATE
SUMMIT
APRIL 10TH | UNIVERSITY OF MIAMI
SPEAKERS
Paul Gabrail
Select Investment Group
Richard Wilson
The Family Office Club
Sasha Bernier
Cheltenham Investments
Howard Cooper
Cooper Family Office
Tom Watts
Watts Capital Partners
Nicholas Leap
The Nicas Group
Kamil Homsi
GRC Investment Group
David Lindahl
Creative Success Alliance
Russell Deakin
Brazil Family Office
Brian DeLucia
Arrivato, LLC
Thomas Webb
Pebb Enterprises
Fadi Ephtimios
Group RMC
www.FamilyOffices.com
BOOKING FORM
2017 Event Series
April 10th
First Name
DELEGATE 1
Single Admission
University
of Miami
The Family
Office Real
Estate Summit
Last Name
Firm Name
Phone
DELEGATE 2
Email
First Name
Firm Name
Last Name
Phone
BOOKING DETAILS
Charter Membership Pass
Includes admission to all of
our conferences and more
benefits. ($299 Monthly)
Email
The Family Office Real Estate Summit | April 10th | MIAMI
1 Delegate - $995
2 Delegates - $1,795
3 Delegates - $2,650
5 Delegates - $3,975
Capital Raising Bootcamp | May 19th| HOUSTON
1 Delegate - $995
PAYMENT DETAILS
Card Type
CCV Code
Expiration Date
Card Type
Card Number
Cardholder Name
Billing Address
Other Ways to Register
You can register online at FamilyOffices.com/Real or by contacting us at (305) 503-9077.