Monterey, CA, January 29, 2016 --(PR.com
)-- Investors, single and multi-Family Office owners, finance experts including CPA’s, lawyers, investment advisors and portfolio managers will converge in Monterey, California for the Global Family Office “Capturing New Opportunities and Mitigating Risk” conference. This enlightening and educational conference will be held at the Monterey Plaza Hotel and Spa at 400 Cannery Row, Monterey, CA, 93940. A landmark 2-day event, the first day will focus on the plethora of new, worldwide investment opportunities and the risks associated with them. Day two addresses the vital information needed for “Preparing Your Family Office for the Next Generation.”
According to Richard Gayton, founder and chairman of Global Family Offices, “Single and multi-Family offices around the globe are booming because of the growing number of ultra-rich individuals with an investable minimum of 1 million dollars. The World Wealth Report produced in 2014 reported that approximately 2 million individuals became millionaires globally in 2013. This is a 15 percent increase bringing the total number of millionaires to at approximately 14 million. In the same year, the total net worth of millionaires exceeded 52.6 trillion dollars.”
The conference features exhibitions, keynote speakers and numerous networking breaks. And as a special treat, at the end of day two, attendees will be treated by sponsor Macallan to a Scotch Whisky tasting.
Keynote Speaker Dr. Sally Benson of Stanford University kicks off the Global Family Office conference at 8:00 am March 24th, 2016 with a presentation addressing a new technology, “Carbon Dioxide Capture and Storage: Here Today, Coming Soon, or on the Horizon?.” Topics for day one’s morning session include “Inside the World of Public Private Partnerships”, “Best Practices for Attracting Investors Using Case Studies”, “How i-Blades Made Big Waves with Big Blue”, and “How To Protect Your Family Office Investments from Corruption.” The lunch break will include a Charity presentation by the Navy SEALS.
The afternoon session continues with another presentation by Dr. Sally Benson addressing “Future Trends for the Energy Sector.” Additional sessions include “Load Balancing the 3-Legged Table of Investing”, “The Power of Diversified Investing”, “A Case Study by Social Blue Book: The Future of Social Media and Influence Marketing.”
Day Two’s morning session begins with welcome and opening remarks from GFO founder Richard Gayton followed by Keynote Speaker Dr. Dennis Jaffe who offers “Good Fortune: Building a Hundred-Year Family Enterprise.” His presentation is followed by a host of panel discussions: “The Responsibility of a Fiduciary and the Value of a Mission Statement”, “Five Ways to Make the Best Million Dollar Connections”, and “Making Philanthropy Work for Your Family Office.”
Following lunch, sessions will address issues including “How To Effectively Recruit for Your Family Office”, “An Ounce of Checking Saves Millions in Damages”, “A Century of Family Values”, and “How To Leverage The Purchasing Power of Your Families.”
Global Family Office founder and president Richard Gayton, who is also the Conference Chairman, will deliver the opening remarks.
Speakers with expertise and experience are scheduled to speak during the conference. They include:
Dr. Sally Benson – Professor, Stanford University
Richard Gayton – founder and president of Global Family Offices
Rik Middleton – principal thinker at sageCADRE Marketing, Inc.
Jeffrey Balash – partner at Wirthlin-Dentons
Jorge Fernandes – CEO of i-Blades
Paul Meissner – co-founder of i-Blades
Roger Moliere – Senior Advisor- Manatt, Phelps & Philips, LLP
Brooke Partridge – President at Vital Wave, Inc.
Steve Lee – Managing Partner of Steve Lee & Associates
Ryan Melkonian – founder and Managing Partner, Melkonian Capital
Bob Hellman – CEO of American Infrastructure MLP Fund
Ben Dubin – Partner at Asset Management Ventures
Chad Shaley – Partner at Social Blue Book
Sam Minchie – Partner at Social Blue Book
Dr. Dennis Jaffe – Professor, Organizational Systems and Psychology, Saybrook University
Susan Winer – Co-founder of Strategic Philanthropy, Ltd.
Linda Mack – Founder of Mack International
Dr. Jamie Weiner – Co-creator of Inheriting Wisdom
Dr. Carolyn Friend – Clinical Psychologist, Co-creator of Inheriting Wisdom
Clay Speakman – Creator of Magnolia
The Global Family Office Conference is organized by sageCADRE Marketing. It is sponsored by several companies including Addepar, Alps Funds, Avalon Advisors, Bluecrest, Direct Lending Investments, Fidelity, GalaxyPlus, Hill Street Realty, Vertical Capital Markets Group, Scorpion Computer Services, RAMA Capital Partners LLC, Lazard Asset Management, KPMG and Inheriting Wisdom.
To register for this event, please visit:
For more information, please visit: http://gfosummit.com
Additional conferences will be occurring across the country and around the world- the next one may be in your city. To get VIP access to major conferences that intersect finance with key industries and for other exciting perks and benefits, consider the annual VIP membership programs. Contact Global Family Offices at (818) 736-5501.
sageCADRE is your global partner for your business and marketing strategies.
For inquiries, contact firstname.lastname@example.org or call (818) 736-5501.