|
2008 Sponsors (to-date) |
|
|
|
|
|
|
Bear Stearns Asset Management Inc. (BSAM) was founded in 1985 and is a wholly-owned subsidiary of The Bear Stearns Companies Inc. (NYSE:BSC). BSAM manages approximately $31 billion in assets (as of 12/31/07) across a wide spectrum of investment disciplines, including a selection of U.S. equity and fixed income separate accounts, performance funds, private equity funds and venture capital funds. Clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net worth individuals, all of whom rely on BSAM for its disciplined investment process, investment performance and exemplary client service.
|
|
|
Founded in 1882, the member insurers of the Chubb Group of Insurance Companies form a multi-billion dollar organization providing property and casualty insurance for personal and commercial customers worldwide through 8,000 independent agents and brokers. Chubb is known for its products for individuals with fine homes and possessions who require more coverage choices and higher limits then standard insurance policies provide.
|
|
|
Credit Suisse’s Asset Management business has approximately USD 614 billion in assets under management and employs 2,663 people worldwide. Credit Suisse offers products across the full spectrum of investment classes, ranging from equities, fixed income and multiple-asset class products to alternative investments such as real estate, hedge funds, private equity and volatility management.
|
|
|
At Deutsche Bank, we have one of the strongest Fund Derivatives franchises globally. Our capabilities include the full spectrum of fund-linked leverage, protection, option-based and repackaging solutions. We have sustained our leadership position through innovative structuring, competitive pricing, flexible guidelines, financing and high quality service. Deutsche also manages the X-Markets platform of premiere fund managers.
|
|
|
DKR Capital Inc. (DKR) is an investment management firm specializing in alternative investment strategies. DKR’s mission is to provide investors with superior risk-adjusted returns through a variety of alternative investment products. Assets under management as of March 1, 2008 are approximately $4.3 billion across 13 different Programs. DKR operates out of its headquarters in Stamford, CT, and has affiliate offices in London, Tokyo, Israel, Chicago, New York, and Hong Kong. As of March 1, 2008, the strategies employed by DKR’s portfolio management teams include convertible/volatility arbitrage, credit multi-strategy, currency trading, event driven/merger arbitrage, systematic long/short equity, and systematic trading.
|
|
|
Echelon Capital Group is a multi-strategy boutique asset management firm based in Denver, CO. Echelon provides variety of equity and alternatives investments, such as listed private equity and absolute return, global macro and equity long/short hedge fund of funds. Echelon’s distinctive approach, innovative strategies and passion to provide solutions make us an ideal investment partner for family offices seeking unique strategies.
|
|
|
GoldenTree Asset Management, a Registered Investment Advisor with offices in New York, London, Los Angeles, Dallas, Chicago, Brazil and Luxembourg, manages approximately $9.0 billion of absolute return strategies which invest in bank debt, high yield bonds, distressed debt, middle market loans, equities and real estate. GoldenTree is a bottom up value investor with more than 180 employees and 18 partners. Our portfolio managers, analysts, client service and business management professionals have backgrounds as Heads of High Yield Research with experience in Leveraged Finance, Capital Markets, Structured Finance and as Institutional Investor All-Stars. As absolute return investors, we actively use short positions, hedges and in some strategies leverage to create alpha, manage beta and optimize our investments.
|
|
|
HUB International is one of the top three largest privately held North American insurance brokerage firms with annual revenues in excess of $550 million. HUB International provides a broad array of property and casualty insurance, reinsurance, life and health insurance, employee benefits, investment and risk-management products and services throughout more than 240 offices in the United States and Canada. Within HUB International, HUB International Personal Insurance, Private Client Advisors, is a dedicated practice that offers one of the largest and most sophisticated personal insurance practices in North America. Licensed in all 50 states and the territories and provinces of Canada, HUB International has access to the products and services of more than 1,000 insurance carriers and intermediaries.
|
|
|
For over two decades, Man Investments has been a global leader in the alternative investment industry and today manages approximately $79.5 billion worldwide (as of June 30, 2008). Man uses this long established reputation and strong capital position to acquire, seed and develop managers and products. Man’s market access and resources provide investors with extensive market insight and a full range of alternative investment solutions.
|
|
|
|
|
|
Prudential Financial Inc. (NYSE: PRU), a financial services leader with approximately $648 billion of assets under management as of December 31, 2007, has operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping more than 50 million individual and institutional customers grow and protect their wealth.
|
|
|
Renaissance Technologies approaches investing as a scientific problem that human acumen, advanced statistical techniques, and robust technology are well-suited to address. The Firm is SEC-registered, has offices in New York City; East Setauket; San Francisco; Greenwich; London; Milan; and Greenwich; and manages over $30 billion for clients worldwide.
|
|
|
Société Générale Corporate & Investment Banking (SG CIB) is a division of Société Générale, one of the world''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s largest banks with EUR 837 billion assets under management and offices in over 45 countries across Europe, the Americas and Asia. SG CIB''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s Global Structured Products Group has been active in the U.S. since the early-1990s and was named "Equity Derivatives House of the Year" in 2005 by four leading industry publications: RISK Magazine, The Banker, IFR and Structured Products Magazine. A recognized leader in structured alternative investments, SG CIB offers leveraged and principal protected products to both retail and institutional investors. Lyxor, its dedicated asset management company, is one of the largest fund of hedge funds in the world with over $52 billion in assets under management.
|
|
|
Spruce Private Investors, LLC is a $2.3 billion firm acting as an outsourced Chief Investment Officer, providing family offices and charitable institutions with a simple way to invest like the leading endowments. The firm specializes in global investing with particular emphasis upon asset allocation, alternative investments, and risk management.
|
|
|
Founded in 1987, the World Gold Council, the marketing organisation formed and funded by the world''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s leading gold mining companies, represents 26 companies and more than 50% of private sector production. The World Gold Council is an international, not for profit organisation, with offices in India, China, Japan, the Middle East, Turkey, Western Europe and North America.
|
|
|
|
|
Supporting Organizations |
|
|
|
|
|
|
WORTH Magazine
Our mission at Worth magazine is to provide crucial financial intelligence to a readership whose substantial personal wealth has prompted a singular focus on issues related to wealth preservation, management and transference.
|
|
|
Private Asset Management focuses exclusively on marketing investment management, financial and advisory services to the high-net-worth arena, delivering breaking news first. Private Asset Management digs up vital intelligence on all the players in the market: independent investment management firms, private banks, family offices, hedge funds, and broker/dealer units that cater to the wealthy. For a free trial go to www.iiwealthmanagement.com. For more information please call 212.224.3824. |
|
|
|
|
|
|
|
2008 Exhibiting Organizations |
|
|
|
|
|
|
Fidelity Family Office Services provides comprehensive and integrated solutions specifically designed for family offices. The newly established Fidelity Investments company offers a dedicated relationship management team that services each client and helps execute strategies by leveraging a wide range of institutional-quality wealth management products and services. In addition, this unique business group is in the process of developing a proprietary technology platform that integrates critical applications and functionality and brings efficiencies to investment selection and consolidated reporting.
|
|
|
The Rothstein Kass Family Office Group offers a wide range of financial, wealth planning and lifestyle management services to family offices and high-net-worth individuals, including family members, business owners and members of the financial services, entertainment and sports industries. Composed of seasoned financial professionals and certified public accountants, the Rothstein Kass Family Office Group applies proven expertise with the utmost discretion and attention.
|
|
|
With over $3 billion in contributions Schwab Charitable is one of the largest national donor advised funds in the country. We offer a personalized, private, and tax-smart way to structure your clients’ charitable giving. Clients may recommend their advisor to actively manage the assets.
For more information please visit our website www.schwabcharitable.org or call 800-746-6216 to speak with a donor relations specialist..
|
|
|
Founded in 1987, the World Gold Council, the marketing organisation formed and funded by the world''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s leading gold mining companies, represents 26 companies and more than 50% of private sector production. The World Gold Council is an international, not for profit organisation, with offices in India, China, Japan, the Middle East, Turkey, Western Europe and North America.
|
2007 Audience Demographics
- 114 family office executives and wealthy family members attended
- More than 30% of the audience members represented a net worth of $1 billion or more identified by the Forbes 400 list of the nation''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''s wealthiest individuals
- The average net worth for audience members exceeded $300 million in liquid assets
- More than half the audience represented liquid assets of $500 million or more
- Over 30% of the audience were family members, most of them serving as executives in their family offices
- More than 90% of the audience represented single family offices or family interests
- 68% of the audience come from the Southwest (includes California), 5% from the Northeast, 8% from the Southeast, 9% from the Northwest, 6% from the Midwest and 4% International
- Over 90% of the audience and sponsors rated the conference as one of the best they have ever attended
The Family Office Wealth Conference is designed to be highly interactive, providing numerous networking opportunities to help you build relationships and learn what key prospects are thinking about the issues of the most concern and interest to you.
Sponsors who wish to benefit by being able to highlight their products and services to an elite group of decision-makers, should contact:
Usha Bhaté
Institutional Investor Conferences
212.224.3429
ubhate@iiconferences.com
|
