Family Office Exchange
Industry Calendar of Events


Up-to-date information on wealth management events covering investment management strategies, philanthropy, and family office best practices.

 

 Date Name and Contact Information
8/11/2010 Event: Is Diversification Dead? Risk Parity Portfolios and the Lessons of 2008
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
8/19/2010 Event: Regional Forum
Location:  Australia London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4236
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
8/23/2010 - 8/24/2010 Event: Business Owners Council
Location:  TBD Detroit
Company:  TBD
Contact: Mariann Mihailidis
Phone: 312-327-1221
Fax: 312-327-1212
Email: mmihailidis@familyoffice.com
8/25/2010 Event: Managing Future Uncertainty Through Effective Risk Planning
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
9/8/2010 Event: Ensuring the Grass is Always Greener: Responsible Property Investing
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
9/15/2010 - 9/16/2010 Event: US Family Council
Location:  Hosted by the Ford Family Detroit
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
9/22/2010 Event: Member Dinner
Location:  Capital Grille, 633 North St. Clair Street Chicago
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
9/22/2010 Event: FOX Research Read Out - Insurance
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
9/23/2010 Event: Wealth Advisor Briefing - Boston
Location:  Independence Wharf, 470 Atlantic Avenue, Boston, MA Boston
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
9/23/2010 Event: Wealth Advisory Briefing
Location:  190 S. LaSalle St., Suite 1500  Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
9/23/2010 Event: Regional Roundtable
Location:  U.S. Trust Private Wealth Management, 540 West Madison Street Chicago
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
9/23/2010 - 9/24/2010 Event: US Family Council II
Location:  Boston, MA Chicago
Company:  Family Office Exchange
Contact: Mariann Mihailidis
Phone: 312-327-1225
Fax: 312-327-1212
Email: mmihailidis@familyoffice.com
10/18/2010 - 10/20/2010 Event: Fall Forum
Location:  Sheraton Chicago Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
10/29/2010 Event: International Webinar
Location:  BNY Mellon Wealth Management London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
11/2/2010 - 11/5/2010 Event: University of Chicago Private Wealth Management for High Net Worth Individuals and Families
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-326-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
11/3/2010 - 11/4/2010 Event: Owner Operator Council
Location:  Chicago Chicago
Company:  Family Office Exchange
Contact: Mariann Mihailidis
Phone: 312-327-1225
Fax: 312-327-1212
Email: mmihailidis@familyoffice.com
11/9/2010 - 11/10/2010 Event: Investment Council Meeting
Location:   Chicago
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
11/17/2010 Event: Member Dinner
Location:   New York City
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@familyoffice.com
11/17/2010 - 11/18/2010 Event: Global Family Council
Location:  Barcelona, Spain London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4235
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com
11/18/2010 Event: Wealth Advisor Briefing
Location:   New York City
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
11/18/2010 Event: Regional Roundtable
Location:   New York City
Company:  Family Office Exchange
Contact: Kristine Stringham
Phone: 312.327.1252
Fax: 312.327.1212
Email: kstringham@famillyoffice.com
12/1/2010 Event: Regional Forum
Location:  Australia London
Company:  Family Office Exchange
Contact: Nicole Smith
Phone: 44 207 170 4236
Fax: 44 207 170 4234
Email: nsmith@familyoffice.com