2:00 - 2:15 / Registration

Due to limited seating, only registered participants will be able to attend the symposium.

2:15 - 2:20 / WELCOME Remarks

How do we define the New Normal? How might we think about the challenges of traditional investing?

2:20 - 2:55 / Fireside Chat

How are family offices thinking about the new normal with respect to formation, services, and alternative investments?

• Moderator: Richard Bergman, Managing Director, Rockefeller Global Family Office

• Ronald Diamond, Founder & Chairman, Diamond Wealth

2:55 - 3:35 / Hedge Funds Panel

In an era where passive investment returns may no longer be reliable, what role can hedge funds play? How has the opportunity set for hedge funds evolved since the end of Quantitative Easing?

• Moderator: Matthew Bradbard, Director & China Consultant, RCM Alternatives

• Nels Fugelsang, Partner, Millburn Ridgefield

• Mark Pattis, Chairman, Next Chapter Holdings

• Lorent Meksi, Deputy CIO, Efficient Capital Management

3:35 - 4:15 / Private Markets Panel

Where do opportunities exist for today's private market investments and how should investors evaluate them?

• Moderator: Tom Balderston, General Partner, Bullish

• Matt Moran, Founding Partner, HC Private Investments

• Bill Marcus, Registered Representative, Regiment Securities

4:15-4:20 / Break

4:20 - 5:00 / Family Offices Panel: Vehicles, Access & Taxes

Explore how family offices utilize PPLI and PPVA vehicles as a tax-efficient asset-location, to help improve net-of-tax returns on their alternative investments.

• Moderator: Dave Reynolds, Chief Marketing Officer, Spearhead Administration Services

• Brian McGrath, Senior Managing Director, Axcelus Financial

• Fred Buffone, Partner, Freedom 3 Capital

5:00 - 7:00 / COCKTAIL Reception