June 8-10, 2021
Virtually - Details Shared Upon Confirmation
This is the ultimate investment conference for private and family office investors, combining macro with micro. During the three days, we will hear from geographic and sector experts as well as family office allocators who will share their stories and experiences. Additionally, we are branching into the alternatives space and ask what are you allocating to this year, how are you doing it and why? This will address a range of issues specific to family offices. You’ll leave with a better grasp of where families are investing and how they are doing it.
Sessions include:
Keynote conversation with Howard Marks
Step back and gain insight about the macro investment landscape with investment guru, Howard Marks. Over the last 25 years, Marks has built a reputation for being one of the most successful and thoughtful investors. He has managed and shaped the investment thesis, guiding its big-picture decisions relating to allocations and the firm’s overarching goals. What you will take away: This wide-ranging interview will focus on his investment principles.
Howard Marks, CFA • Co-Founder & Co-Chairman, Oaktree Capital Management
The Next Generation of Investors
With a worldwide shift towards renewables and cleaner energy, we’re thrilled to welcome next generation investor Douglas McAlpine to discuss his passion for renewable energy. What you will take away: How families can capitalize on the global movement towards green energies.
Douglas McAlpine • Chairman, Renewable Energy Systems Americas Inc
All Things ESG & Impact
About two thirds of family offices use ESG criteria when making the majority or all of their investment decisions, and the COVID-19 pandemic has only accelerated this upwards trend. Sharing his incredible insight on this growing investment approach is policy, development, and ESG-maven, Rodrigo Tavares. What you will take away: A first view of the first standard on responsible and sustainable investment funds, under development by the British Standards Institution, the British government, with support from industry players and the International Organization for Standardization (ISO). Tavares is the technical author of the standard.
Rodrigo Tavares • Founder & President, The Granito Group
Closing Keynote Conversation with Jonathan Keidan
Jonathan is a long time entrepreneur and investor, as well as the Founder of Torch Capital. He has spent his career at the intersection of the media, technology, and entertainment industries. He is the Co-Founder of digital media company InsideHook and has spent a decade as an active early stage investor and advisor to a number of New York and LA’s top start-ups, including Acorns, Compass, Zoc Doc, Sweetgreen, Sir Kensington’s (condiments), Bounce Exchange, Laurel & Wolf and Nadaam. We will be hearing his story as well as his advice for investors. Jonathan Keidan • Founder, Torch Capital
The Future of US-China
Why the tech war with China continues after the Trump departure, and what do we still not yet know under Biden? How will China accelerate tech investments to become “self-reliant”? During this session, we look to the China investment and economic overview with expert Winston Ma for guidance What you will take away: What are the opportunities in China? How should you be analysing these opportunities?
Winston Ma, CFA & Esq.• Founding Partner, CloudTree Ventures; former Managing Director, CIC & Author of "China's Mobile Economy", "The Hunt for Unicorns", and "The Digital War" — all in a safe harbor environment.
To register an interest for our 2021 conference click below
| For questions about speaking opportunities |
David Braham
Head of Conferences
Campden Wealth, Americas
(212) 204-2582
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| For questions about attending |
Steven Sklar
Events & Membership Team
Campden Wealth, Americas
(212) 204-2586
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| For questions about sponsoring opportunities |
Susan Kemp
Executive Vice President
Campden Wealth, Americas
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By attending the North American Family Investment & Alternatives Meeting you are eligible for earning CPE credits.
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Previous attendees comments
“Very well designed panels and very high quality presentations, with virtually no marketing. Excellent candour from participants and a very high intellectual level.”
“Finding peers that have asked and answered questions unique to family offices similar to your own is an invaluable resource.”
“Great job! Great agenda! Speakers and panels were right on point and helpful in furthering my own decision-making.”
“The topics covered were very relevant to the issues that family offices are facing. This made for a productive conference.”
“If you’re looking to learn from diverse perspectives and viewpoints, as well as meet new people at your level, this is the event at which to do it.”
“This event exceeded my expectations. I particularly enjoyed the roundtable discussions.”