Wednesday, November 25, 2015

53 Reasons to Attend the December Family Office Super Summit

The Family Office Super Summit is just a few days away on Tuesday next week in Miami and with 471 registered participants it is almost sold out. (Reserve your seat: I’m sure you don’t need any more reason than the chilly weather to head south to sunny Miami this December, but for everyone else who might need further convincing, here are 53 additional reasons to attend this family office conference in Miami in just a few days: 

53+ Family Office Super Summit Speakers 

1.    Sergio Pedro - Jones Family Office (Single Family Office)
2.    Karl Schade – Presidio Group (Top 50 Family Office)
3.    Frank Häusler - Marcuard Family Office (Top 50 Family Office)
4.    Gary Monroe – Gilder Office for Growth (Single Family Office)
5.    John Jennings – St. Louis Trust Company ($1B+ Family Office)
6.    Leah Zveglich – Aster Family Advisors (Family Office)
7.    Angie Sabel – Abbot Downing (Top 50 Family Office)
8.    James B. Bertles – Tiedemann Wealth Management (Top 50 Family Office)
9.    Michael Studer - Oil & Gas Syndicate
10.    Harris S. Fried – Fried Family Office (Single Family Office)
11.    Candice Beaumont – L Investments (Single Family Office)
12.    Michael Sury – Indorus Holding (Single Family Office)
13.    Thaddeus R. Shelly, III – Tiedemann Wealth Management (Top 50 Family Office)
14.    Sheila Barry Driscoll – President & Co-Founder– Billionaire Foundation (Foundation)
15.    Dan Smith – Neuberger Berman ($250B Asset Manager)
16.    James Cassel – Cassel Salpeter & Co.
17.    Aldo Palles – U.S. Trust (Top 50 Family Office)
18.    Davide Accomazzo – Thalassa Capital (RIA)
19.    Richard C. Wilson – Billionaire Family Office
20.    Russell Deakin – Providence Private Markets 
21.    Lorraine George-Harik – Founding Partner – HPM Partners ($1B+ Family Office)
22.    Trevor Neilson - Global Philanthropy Group & G2 Investment Group (Private Investment Firm)
23.    Eric Munson – NY Based Family Office (Single Family Office)
24.    Anthony Ritossa – Ritossa Olive Oil Family Office (Single Family Office)
25.    Gautam Mahtani – Customer Feedback Systems (Private Business Owner)
26.    Henley Smith – Vanderbilt Avenue Asset Management
27.    Basil Trikatzopoulos – Noah Capital (Single Family Office)
28.    Theodore O’Brien – Billionaire Family Office
29.    Richard Stone – Stone Family Office (Family Office)
30.    Howard Cooper – Cooper Family Office (Single Family Office)
31.    Michael Felman – MSF Capital Advisors (Family Office)
32.    Elliot Dornbusch – CV Advisors (Top-50 Family Office)
33.    Cliff Oberlin – Oberlin Wealth Partners ($1B+ Family Office)
34.    Charles Bennett Sachs – Private Wealth Counsel
35.    Peter Pell – CSM Capital Corp ($1B+ Family Office)
36.    Ira Perlmuter – T5 Equity Partners (Single Family Office)
37.    Paul Smith – NAPLIA
38.    Carol Pepper – Pepper International (Family Office)
39.    Mukang Cho – Morning Calm Management
40.    David Lindahl – The Lindahl Group
41.    Paul de Sousa – Bullion Management Group
42.    Dan Farrell – Privos Capital (Family Office)
43.    Cliff Oberlin – Oberlin Wealth Partners ($1B+ Family Office)
44.    Yvette Connor – Alvarez & Marsal
45.    Julio Gonzalez – Gonzalez Family Office (Family Office)
46.    Patrick Fisher – Promus Capital (Family Office)
47.    E. David Smith – Smith & Associates
48.    David Ratcliffe - U.S. Trust (Top 50 Family Office)
49.    Mark Banieweiz – Socius Family Office (Family Office)
50.    Sebastian Jano – Paradee Resources Company (Family Office)
51.    Jim Fried – Aztec Group
52.    Michael D’Onofrio – Engineered Tax Services
53.    Elie Rieder – Castle Lanterra Properties (Family Office)

See the full brochure for a list of everyone who is speaking, panels, and themes for each day of the Family Office Super Summit here: 

Looking forward to seeing you in Miami, 

Douglas Scott
Family Office Club
77 Harbor Drive #76 
Key Biscayne FL 33149

What We're Reading ~ 11/25/16

The problem of rational capital allocation [RationalWalk]

Buyside versus sellside [A Wealth of Common Sense]

The long road of proving yourself as an investor [Morgan Housel]

Health equals wealth [Joe Terranova]

How demographics rule the global economy [WSJ]

Tokenization and the collapse of the credit card [Forbes]

Here comes Masayoshi Son [Economist]

On regret minimization [A Wealth of Common Sense]

Why TripAdvisor excels at product [Tnooz]

Marcato Capital Exercises Calls on LPL Financial; Owns 6.4% of the Company

Mick McGuire's activist firm Marcato Capital Management filed an amended 13D with the SEC recently regarding its position in LPL Financial (LPLA).  Per the filing, Marcato now owns 6.4% of the company with over 6 million shares.

This is up from the 550,000 shares Marcato owned at the end of the third quarter and is mainly due to Marcato exercising call options on November 20th at a unit cost of 20 each.

Per Google Finance, LPL Financial is "an independent broker-dealer, a custodian for registered investment advisors (RIAs) and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at around 700 financial institutions, enabling them to provide their retail investors with objective financial advice. It also supports approximately 4,400 financial advisors who are affiliated and licensed with insurance companies through customized clearing services, advisory platforms, and technology solutions. It provides its advisors with the front-office, middle-office, and back-office support. The Company provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its subsidiaries include LPL Financial LLC, The Private Trust Company, N.A., Independent Advisers Group Corporation and LPL Insurance Associates, Inc."