1st Annual FOR Awards North America

Grand Ballroom
Peninsula Hotel
Chicago
IL

Contact:

Tel: 212-901-3785
Email: RSVP@familyofficereview.com

“Honoring the best of the best in the North American family office”

June 7, 2012

• Individual and company awards, focused on MFOs, SFOs and people/companies serving them
• Winners to be selected by an independent judging panel, to be publicly announced along with award criteria 
• Nominations open March 12, finalists announced May 25
• Tickets go on sale March 12

DAY

8:00 am Press conference

8:30-8:45 - Welcome from Steffi Claiden and Joe Reilly, Family Office Association, conference chair

8:45-9:15 - Keynote 1: Charles Lowenhaupt, Lowenhaupt Global Advisors: "State of the Family Office"

9:15-9:45 - Keynote 2; Thad Shelly, Lazard Wealth Management: "Understanding Investment Horizons to Maximize Returns"

9:45-10:15 Stewart Gall, Shirlaws: Economics 201:"What “Time” is It and How To Position Your Investments and Business Accordingly"

10:15-10:30 BREAK

10:30-11:30 Kristi Craig, Small Business Investor Alliance and John Rompon, McNally Capital: "Private Equity Investing in the Lower Middle Market"

11:30-noon – Pitcairn/FOR study sneak preview

Noon-1 - lunch and Christopher Kennedy Lawford keynote

1:00-1:30 Drew Force and Dustin Geddis, RileyWeiss: "Brand Consulting for the Family Office"

1:30-2:00 Karla Valas, Fidelity Capital and Sam Watson, Cool Springs Life: "No Check Required - Alternative Philanthropy Strategies"

2:00-2:45 – Jim Kane, HUB and Hadley Stern, Fidelity Family Office Services: "Social Media"

2:45-3:15 Rhona Vogel, Vogel Consulting: "November Election Preview"

3:15-4 Networking

NIGHT

6-6:50 Cocktails, hosted by NetJets and Northern Trust

6:15-6:45 Rockit Sessions first set

6:50 Dinner bell

7:00-7:15 Steffi Claiden welcome speech and handover to Bob Jordan

7:15-7:20 Bob Jordan welcome and introduction of John Calamos

7:20-7:50 John Calamos keynote speech

8:00-8:30 Rockit Sessions second set

8:45-9:00 Billy Shaw NFL Hall of Fame Class of 1999 speaks about NFL Hall of Fame Foundation Fund for assistance to retired players

9:00-10:00 Awards Program

10:00 Steffi Claiden says thank you and goodnight, invites all to drinks in the bar

10:30 – Peninsula bar, post-party celebration
 

For more information please email Cyd Archer at carcher@familyofficereview.com or call 312-485-3294.

Chicago Awards - General information (PDF)

Ticket Order Form (PDF)

Nomination Form (PDF)