23rd Annual Family Office Wealth Conference

ABOUT

Join us for the 23rd Annual West Coast Family Office Wealth Conference. 

Program sessions will draw on a rich diversity of thought leadership — from investment industry experts, renowned academics, strategists, and some of the most accomplished CIOs of SFOs nationally. Small group discussions, breakout conversations, and exceptional networking offer a rare combination of ways for participants to engage and participate, facilitating an unrivalled exchange of ideas, opportunities, and industry best practice.

Markus Kalina, Managing Director, Atalo Capital (New York, NY)

Ned Brines, CFA, Chief of Investment Strategy, Arnel & Affiliates (Seal Beach, CA)

Avinash Sarwal, President, Bikaner Advisors (Montreal, Canada)

Albert Luk, Director of Private Investments, Brodie Generational Capital Partners, LLC (New York, NY)

Terence Thompson, Vice President, Investments, DF Enterprises (Scottsdale, AZ)

Clay Bradley, Vice President, Eno Farms (Atlanta, GA)

Paul Hwang, Manager, Fiduciam Partners (Los Angeles, CA)

Bei Saville, CFA, CAIA, Chief Investment Officer, Treasury, Fingerboard Family Office, Advance (New York, NY)

 Jordan Stein, Vice President of Investments and Portfolio Management, Ilitch Family Office (New York, NY)

Spencer Acker, Partner, Imagine Holdings (New York, NY)

Sid Malhotra, CFA, CPA, Chief Investment Officer, Kactus Capital Management (New York, NY)

Matthew Udomphol, Vice President, Korenvaes Management (Dallas, TX)

Josh Roach, Managing Director, Meritage Group (Greenwich, CT)

Clark Cheng, CFA, CAIA, FRM, Chief Investment Officer, Merrimac Corporation (New York, NY)

Kerri Scott, Chief Operating Officer, Mt. Vernon Investments (Dallas, TX)

Lopa Desai, Managing Director, Niraat Family Office (San Francisco, CA)

Grant Jaax, Chief Investment Officer, Mongo Holdings (Atlanta, GA)

Clay Drury, CFA, CAIA, Chief Investment Officer, North Star Investments (Lake Forest, IL)

Richard Feldman, Managing Director, RIJO Investment Group (Encino, CA)

Brian Horner, Investment Manager, Rural Route 3 Holdings (Los Angeles, CA)

Michael Capizzi, Chief Investment Officer, Shear Family Office and Foundation (Pittsburgh, PA)

Kenan Jiang, Chief Investment Officer, Sterry Capital (Denver, CO)

Troy Searles, Co-Chief Investment Officer, Stuller Family Office (Baton Rouge, LA)

Michelle Clements, Board Member, Investment Committee Member, Synergy Trust Partners (Jackson, WY)

Dylan Weening, Senior Vice President, Talipot Investments (La Jolla, CA)

Fritzi Hallock, Chief Investment Officer, The Greenland Corporation (Baltimore, MD)

Doit Koppler, Managing Director and Treasurer, Third Security (Radford, VA)

Thomas Kim, Ph.D., Chief Investment Officer,Wasatch Capital, LLC (Wilmington, DE)