THE FAMILY OFFICE SUPER SUMMIT

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THE FAMILY OFFICESUPER SUMMITDecember 5 th - 6 th Miami

SCHEDULEMonday, December 4th, 2017Location: JW Marriott Marquis255 Biscayne Blvd Way, Miami, FL 331314:00 - 6:00 PMEarly Arrivals Cocktail ReceptionTuesday, December 5th, 2017Location: JW Marriott Marquis255 Biscayne Blvd Way, Miami, FL 331317:00 - 8:00 AMCatered Breakfast, Check-in & Open Networking8:00 - 12:00 PM Morning Session Direct Investing: Opportunities & ‘Alligators’ Invest Like A Rockstar: The Music Royalty Opportunity Co-GP Structures & Co-Investing: How to Partner with a Family Office to Close Your Next Deal Emerging Real Estate Markets Seeking Alpha: Generating Superior Returns through Alternative Investments Long-Term Value: Incorporating Private Equity and Direct Investments into Your Portfolio12:00 - 1:30 PM Catered Lunch & Open Networking1:30 - 5:15 PM Afternoon Session Successful Sr. Housing and Hotel Investing The Problem of Di-Worsification Real Investments: Constructing a Multi-Generational Real Estate Portfolio Test, Scale & Manage: Preserving Capital While Driving ROI Through Digital Arbitrage! Getting in on the Ground Floor: Risks and Rewards of Venture Capital and Early Stage Investments Managing Risk: How Family Client Advisors Protect Against Wealth Erosion Picking Winners: Family Offices and CIOs on Choosing Top Managers and Screening Investments5:15 - 6:15 PM Closing Remarks & Cocktail ReceptionWednesday, December 6th, 2017Location: JW Marriott Marquis255 Biscayne Blvd Way, Miami, FL 331317:00 - 8:00 AMCatered Breakfast, Check-in & Open Networking8:00 - 12:00 PM Morning Session The Close: How to Raise Capital from Family Offices and Institutional Investors Untapped Potential: Searching for High Cap Rates, Booming Property Markets, and Undervalued Real Estate Investing in Society: Family Office Philanthropy and How Impact Investing is Changing the Equation Family Office Titans: What the Largest 1B Family Offices Invest in and How They Operate Rapid Reaction: Real-Time Investment Feedback from Family Offices12:00 - 1:00 PM Closing Remarks & Cocktail Reception

Wednesday, December 6th, 20176:00 PM - 10:00 PMRed Dot Spectrum Art Spot ShowLocation: 1700 NE 2nd Ave Miami, FL 33132*Tickets provided at the Family Office Super SummitThursday, December 7th, 201710:00 AM - 1:00 PM1:00 PM - 5:00 PMVIP Brunch Preview at Pulse Art Fair- Miami BeachShow Hours at Pulse Art Fair- Miami BeachLocation: Indian Beach Park, 4601 Collins Avenue, Miami Beach*Tickets provided at the Family Office Super Summit8:00 PM - 12:00 AMNational Hotel - South BeachLocation: 1677 Collins Avenue, Miami Beach, FL 33139*Tickets provided at the Family Office Super Summit

SPEAKERSChris ChandlerBallentine PartnersJames CornellJW Marriott Marquis MiamiLorraine George-HarikGarbis MechigianAllen MorrisMatthias BoizardHPM PartnersCTC myCEOAndres BethencourtAmzakRichard WilsonThe Miami FamilyFiduciary WealthPartnersThe Allen MorrisCompanyIra PerlmuterAndrew MehalkoPaul KangAltaCapVolta GlobalAnuj JainJeff KlotzRichard BeleutzT5 Equity PartnersWilliam DuBoisPilotage PrivateWealthAM GlobalARJ Strategy PartnersFiducialThe Klotz Group ofCompaniesOfficeJeff EvansAlternativeInvestment Resource

SPEAKERSJared OakesBeneschJW Marriott Marquis MiamiColin HickeyAdi DivgiEA GlobalRichard KlitzbergVaughn BrockAM Global Family OfficeMcDaniel CollegeLeveraged EquityHoldings LLCKings MountainCapital GroupKermit ClaytorSasha BernierClifford FriedmanEthan BootheBoston Harbor AngelsLandmark AngelsThomas WebbRoey DiefendorfBenjamin MarksRaptor Group HoldingsEisnerAmper LLPFederico BenavidesIP Family OfficeBeamonteInvestmentsCarlos ImeryCheltenhamEnterprisesZiad MoukheiberPebb EnterprisesVeritas FamilyPartnersWilliam Podd3 DimensionalWealth Advisory

SPEAKERSBrian ShelleyColmena CapitalIrwin BorisHeritage Capital GroupMax DeZaraAkoya Capital PartnersSkip MotsenbockerFloris CapitalManagement LLCCliff OberlinOberlin Wealth PartnersDavid LindahlThe Lindahl GroupRon HappeJW Marriott Marquis MiamiSylvia BenitoGenSpring FamilyOfficesJeff SchneiderAndrew ClarkHouston AngelNetworkMark HamisterThe Royalty ExchangeHamister Group LLCMain Street CapitalPartnersNaylor & CompanyInvestmentsChad NaylorFadi EphtimiosJason FooksPaul GabrailDoug FullawaySafety, Income & GrowthSelect InvestmentGroupGroup RMCFourteenPlus, LLC

SPEAKERSDavid WeissJW Marriott Marquis MiamiAlan SnyderSteven WagnerSilvia RosenRebel Rebel CapitalShinnecock PartnersOmnia Family WealthLionX AdvisorsYazan AbdeenVeronica Yepez ReynaPerpetumKatherine BoasCarl Marks & Co.Andrew UryJP MaroneyWirth MunroeWilliam WerkmeisterMonty ElsabbaghPrivate Family OfficeHarbor City CapitalEduardo GruenerGFG CapitalAon Risk SolutionsChristopher "Kit" BoyattLazard AssetManagementNational Foundationfor Cancer ResearchEvan RenovBeechwood VenturesActXFamily Office TechJulie NeitzelWE Family Offices

SPEAKERSPierre duPontHPM PartnersDan FarrellPrivos CapitalJW Marriott Marquis MiamiBrian DeLuciaArrivatoAnton BayerHarris Bay

AGENDADay 1 December 5th7:00Check-In, Catered Breakfast & Opening Networking8:00Opening RemarksRichard C. Wilson, The Family Office Club8:30Panel Discussion – Direct Investing: Opportunities & ‘Alligators’Panel Moderator: Ethan Boothe (EisnerAmper LLC)Panelists: Andres Bethencourt (Amzak); Ira Perlmuter (T5 Equity Partners);Cliff Oberlin (Oberlin Wealth Partners); Pierre duPont (HPM Partners); BrianDeLucia (Arrivato)9:15Invest Like A Rockstar: The Music Royalty OpportunityJeff Schneider, The Royalty Exchange9:30Panel Discussion – Co-GP Structures & Co-Investing: How to Partner with aFamily Office to Close Your Next DealPanel Moderator: Katherine Boas, Carl Marks & Co.Panelists: Sasha Bernier (Cheltenham Enterprises); Jeff Klotz (The KlotzGroup of Companies); Fadi Ephtimios (Group RMC); Irwin Boris (HeritageCapital Group); Evan Renov (Beechwood Ventures)10:15Emerging Real Estate MarketsDavid Lindahl, The Lindahl GroupPanel Discussion – Seeking Alpha: Generating Superior Returnsthrough Alternative InvestmentsPanel Moderator: Richard Beleutz (Alternative Investment Resource)10:30 Panelists: Andrew Mehalko (AM Global Family Investment Office); ChrisChandler (Ballentine Partners); Alan Snyder (Shinnecock Partners); MontyElsabbagh (Family Office Tech); Christopher "Kit" Boyatt (Lazard AssetManagement)Panel Discussion – Long-Term Value: Incorporating Private Equity and DirectInvestments into Your PortfolioPanel Moderator: Doug Fullaway (FourteenPlus, LLC)11:15 Panelists: William DuBois (Pilotage Private Wealth); Clifford Friedman (RaptorGroup); Andrew Ury (ActX); Anuj Jain (ARJ Strategy Partners); Dan Farrell(Privos Capital)

12:00Catered Lunch & Open Networking1:30Successful Senior Housing and Hotel Investing GenerationalMark E. Hamister, Hamister Group LLC1:45The Problem of Di-WorsificationAndrew Mehalko, AM Global Family Office Investment Office2:00Panel Discussion – Real Investments: Constructing a Multi-Generational RealEstate PortfolioPanel Moderator: Paul Gabrail (Select Investment Group)Panelists: Allen Morris (The Allen Morris Company); Vaughn Brock (VeritasFamily Partners); Brian Shelley (Colmena Capital); Thomas Webb (PebbEnterprises); Jared Oakes (Benesch)2:45Test, Scale & Manage: Preserving Capital While Driving ROI Through DigitalArbitrage!JP Maroney, Harbor City Capital3:00Panel Discussion – Getting in on the Ground Floor: Risks and Rewards ofVenture Capital and Early Stage InvestmentsPanelists: William Podd (Landmark Capital Corp.); Ziad Moukheiber(Boston Harbor Angels); Federico Benavides (Beamonte Investments);Skip Motsenbocker (Floris Capital Management); Andrew Clark (HoustonAngel Network)Panel Discussion – Managing Risk: How Family Client Advisors ProtectAgainst Wealth Erosion3:45Panelists: Benjamin Marks (Leveraged Equity Holdings LLC); RoeyDiefendorf (3 Dimensional Wealth Advisory); Jason Fooks (Safety, Income& Growth Inc.) James Cornell (Fiduciary Wealth Management LLC); SylviaBenito (GenSpring Family Offices); Veronica Yepez Reyna (Perpetum)4:30Panel Discussion – Picking Winners: Investment Analysts and CIOs onChoosing Top Managers and Screening InvestmentsPanelists: Adi Divgi (EA Global); Yazan Abdeen (Private Family Office);Chad Naylor (Naylor & Company Investments); Richard Klitzberg(McDaniel College); David Weiss (Rebel Rebel Capital)5:15Closing RemarksRichard C Wilson, The Family Office Club5:30Cocktail Reception

AGENDAJW Marriott Marquis MiamiDay 2 December 6th7:00Check-In, Catered Breakfast & Opening Networking8:00Opening RemarksRichard C. Wilson, The Family Office Club8:30Panel Discussion – The Close: How to Raise Capital from Family Offices andInstitutional InvestorsPanelists: Carlos Imery (IP Family Office); Jeff Evans (Volta Global); MaxDeZara (Akoya Capital Partners); Eduardo Gruener (GFG Capital)9:15Private Equity Real EstateAnton Bayer - Harris Bay9:30Panel Discussion – Investing in Society: Family Office Philanthropy and HowImpact Investing is Changing the EquationPanelists: Chris Chandler (Ballentine Partners); William Werkmeister(National Foundation for Cancer Research); Steven Wagner (Omnia FamilyWealth); Lorraine George-Harik (HPM Partners)10:15Hedge Fund Friend or FoeJulie Neitzel - WE Family Offices10:30Panel Discussion – Family Office Titans: What the Largest Family OfficesInvest in and How They OperatePanelists: Wirth Munroe (Aon Risk Solutions); Garbis Mechigian (CTC myCFO); Yazan Abdeen (Private Family Office); Matthias Boizard (Fiducial)Panel Discussion – Rapid Reaction: Real-Time Investment Feedback fromFamily Offices11:15 Panel Moderator: Richard C. Wilson (The Family Office ClubPanelists: Kermit Claytor (King Mountain Capital Group); Ron Happe (MainStreet Capital Partners); Silvia Rosen (LionX Advisors); Paul Kang (AltaCap)12:00 Closing Remarks12:15 Reception & Open Networking

PARTNERS

PARTNERSMEDIA PARTNERS

www.FamilyOffices.comBOOKING FORMJWMarriottMarquisMiamiThe FamilyOffice SuperSummit2017 Event SeriesDec. 5-6thFirst NameDELEGATE 1Single AdmissionLast NameFirm NamePhoneDELEGATE 2EmailFirst NameFirm NameLast NamePhoneEmailSuper Summit December 5-6th MiamiBOOKING DETAILSCharter Membership PassIncludes admission to all ofour conferences and morebenefits. ( 299 Monthly)1 Delegate - 9952 Delegates - 1,7953 Delegates - 2,6505 Delegates - 3,975Capital Raising Boot Camp February (Multiple Cities)1 Delegate - 995PAYMENT DETAILSCard TypeCCV CodeExpiration DateCard TypeCard NumberCardholder NameBilling AddressOther Ways to RegisterYou can register online at FamilyOffices.com/Super or by contacting us at (305) 503-9077.

Location: JW Marriott Marquis 255 Biscayne Blvd Way, Miami, FL 33131 Location: JW Marriott Marquis 255 Biscayne Blvd Way, Miami, FL 33131 . JW Marriott Marquis Miami SPEAKERS Andrew Clark Houston Angel Network Irwin Boris Heritage Capital Group David Lindahl The Lindah

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