Alternative Investments for Privte Family Offices

Venue: The Greenbrier

Location: White Sulphur Springs, West Virginia, United States

Event Date/Time: Oct 23, 2005 End Date/Time: Oct 26, 2005
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Wealth preservation is the name of the game. Studies show that there is likely to be a massive transfer of wealth from one generation to the next in the coming years. But for Family Offices, generational wealth is being put at risk by the recent disappointing returns from traditional investments in the equity and debt markets. Asset diversification is a key to wealth preservation that helps ensure generational wealth gets handed down.

This need for diversification is driving Family Office fiduciaries to actively seek out alternative investments such as Private Equity, Hedge Funds, Real Estate Investments and “Exotics”. But navigating a sophisticated and complicated, yet rewarding asset class can be difficult without the right information, advice and tools.

If you are a PFO, you can’t afford to miss out on this asset class and conference. Learn from industry experts and peers about how and why you should be allocating money to alternatives and what tools and strategies are necessary to take advantage of this growing asset class. The Alternative Investments for Private Family Offices will provide an intimate round table format that will nurture lively discussion and debate. Not only will you leave this conference more informed, but also with specific recommendations on asset allocation strategies from the Conference Advisory Board and your own peer-led consortium.

Topics to be covered include:

The major economic and political factors and their potential effects on alternative investment returns
The role of alternative investments in the Family Office portfolio
Strategies to successfully implement an allocation to alternative investments
Risk management issues in an asset class challenged by a lack of transparency
Key regulatory, fiduciary and policy issues for the Private Family Office
How to evaluate and select new and next generation managers


300 W. Main Street
West Virginia
United States