Nov. 18-19, 2020
Public Markets Breakout
Global Family Office & CIO Conference
navigating together global investment landscapes
Please see the “Important Notice” and refer to any important disclosures in the materials
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Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
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Breakout: Public Markets
(Moderator)
Sonja
Elmquist
Communication Advisor
Sherry
Witter
SFO
Adi
Divgi
Catalina Holdings
Jonathan
Dane
Defiant Capital Group
Andrew
Randak
Fieldpoint
Private
Narges
Zamani
Pactolus
Paul
Bodnar
CM Wealth
Stephen
Burke
ARS
Candice
Beaumont
L Investments
Oct. 14-15 Family Office & CIO Conference: navigating together global investment landscapes
Breakout Agenda (Sept. 16, EST):
12:00 Welcome & Group Updates
12:05 Kickoff Speakers
Introductions & ASKs
Discussion / Q&A
Prep for Town Hall Debrief
12:55 Inter-Connecting Groups
13:00 Move to Town Hall Debrief
Oct. 14 (all times EST)
10:00 Private Principals & CIO Session
11:00 Welcome, Keynotes, Opening Panels
12:00 Breakouts by Interests
13:00 Town Hall Debrief
19:30 Recap for Asia
Oct. 15
08:00 Pan-Asia Panel & Breakouts
11:00 Welcome, Keynotes & Panel
12:00 Alumni Group Breakouts, Debrief
13:00 Town Hall Debrief
Discussion includes:
Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
As a pre-conference bonus, on Oct. 13 after our 11am Weekly Briefing, we host a “fireside chat” with institutional investors actively deploying capital in blockchain and crypto - followed by Q&A
See Important Notice
On Oct. 14 market strategist Edward Yardeni kicks off our Conference with a panel of savvy endowment and family office CIOs. Oct. 15 features CXOs and investors sharing their best/worst deals in 2020. Day 1 Breakouts are by Interests, Day 2 by Alumni Groups who will also compete in our first 361 Investment Trivia Game a range of asset classes, industries, countries and topics. Pre-conference, on Oct. 13 we host a fireside chat with institutional investors active in blockchain and crypto. Register at 361firm.com/oct2020 and onboard our App.
Candice Beaumont
CIO
L Investments
Todd Ruppert
Ex-CEO,
T. Rowe Price
Stephen Burke
CEO, ARS
Oct 14 (all times EST)
10:00 Principals & CIOs Session
11:00 Keynote Edward Yardeni
11:30 CIO Panel
12:00 Breakouts by Interests
13:00 Town Hall Debrief
Oct. 15
11:00 Welcome, Keynotes & Panel
12:00 Alumni Group Breakouts
13:00 Town Hall Debrief
Day 1 Panel Discussion to include:
Day 2 Panel Discussion to include:
Edward Yardeni
Pres., Yardeni Research
Andrew Chen
Alternative Investments, Lockheed Martin
Marcos Veremis
Man. Director, Evanston Capital Management LLC
Oct. 14-15 Family Office & CIO Conference: Inter-Connect to navigate global investment landscapes
Greg Schuler
CIO, Univ. of Pittsburgh
Mark Sanor
CEO, 361Firm
(Moderator)
Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
Ag,
F&B
Cannabis
Financials
Fintech
Health
Care
Impact
Industrials
/ Energy
Opp
Zones
Sports
FOW &
Talent
VC
Tech
Next
Gen
Media
Educ.
Asia
EM
PE &
Credit
Pub
Markets
Real
Estate
Day 1 (Oct. 14) starts officially at 11am ET (after a 10am module for SFO principals and CIOs) with macro keynotes followed by a panel sharing diverse investment perspectives as we consider how to best navigate today’s investment landscapes. Breakouts at 12pm are by industries, assets, profiles, regions or other interests (e.g. Impact, FoW)
Breakout Roundtable Agenda:
10:00am ET Private Principals & CIO Session
11:00 Welcome, Keynote, Panel
12:00 Breakouts by Interests
13:00 Town Hall Debrief
Additional Groups / Topics:
Oct. 14-15 Family Office & CIO Conference: Regroup & Inter-Connect to navigate investment landscapes
Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
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On Day 2 (Oct. 15) panelists share “war stories” of best/worst 2020 deals/decisions. In Alumni Breakouts, you share what you do and your ASKs, and together discuss how to help and make our network effective. Speakers share insights on an industry, asset or region. We end with an Alumni vs. Alumni Trivia game to test investment acumen. In our “Town Hall” Debrief, we’ll share takeaways (and game results) -
See Important Notice
11:00 Welcome Keynote & Panel
12:00 Alumni Breakouts
Intros & ASKs
Speakers
Discussion
Alumni Trivia
13:00 Town Hall Debrief
13:30 End of Conference
Oct. 14-15 Family Office & CIO Conference: Regroup & Inter-Connect to navigate investment landscapes
Mark Shmulevich
ZImin Institute
INSEAD
Singapore
Vladimir Gidirim
Saudi Tax Auth.
Andersen
Riyadh
Chris Mayo
Velvetwire
Penn
SF
Opening Speakers and Panelists include:
Candice Beaumont
SFO CIO
Harvard
Florida
Mark Jarvis
ex-EY Group CFO
EY
London
Bill Healy
Silver Spike
GWU
New York
Panel Topics
Dr. Michael Spaeth
Equitas
Andersen
Dusseldorf
Gregg Betheil
PENCIL (NGO)
Columbia
Maplewood NJ
Ilya Gertsberg
Apolis (SFO)
Columbia
Monaco
Liubym G
Symbion Power
LBS
Charlotte NC
Richard De Villier
UBS
LSE
New York
Kolya Miller
VC-focused SFO
Yeshiva
New York
Jeff Seo
ELA Partners
NYU
Seoul
Byron Alsberg
Prefix Capital
U-Wisconsin
Palo Alto
Charles Way
Purple Bridge, Ex-NFL
UVA
New York
Chris Curtin
Visa, CMO
Denison
SF
Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
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Important Notice
We Seek an Open, Respectful Dialogue. Otherwise, you aren’t invited back.
This is not the Forum to Pitch Deals or Politics but Discuss. We share macro-level ideas and strategies, secular trends and insights into what’s happening across industries, countries and asset classes. Do not discuss your specific investment offerings or products here. Rather, have thoughtful discussions and make useful connections.
Make Sure Your Zoom Participant ID shows Your Full Name. If not, you will be removed
Make Sure You Have Onboarded. If not, you will be removed.
Stay on Mute. If you’re a speaker or called upon, unmute (and then mute again).
Chat Messages. Use chat to send messages to one or all participants. To suggest questions for panelists, send a message to Everyone or the Moderator. You can also use the Group chat on the App’s July 30 Conference Group.
Sessions Are Recorded. By participating, you agree to our sharing recordings on the App or as part of our “Takeaways” from events (e.g. 361firm.com/synopses).
Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
7
Guidance for Roundtables
Introductions. 30-60 seconds max
> Name / Title / Organization + One (1) Sentence describing your focus
> Your ASK - are you seeking certain kinds of investments (outline target criteria), capital (without pitching specifics), and/or talent (long-term or short-term)?
Post-Introductions
A. Identify “quick wins” – connecting people in the Group and their networks
B. How can the network best collaborate in your industry, asset niche or interest? What kinds of events would be useful, via Web and in person soon?
C. What are the new challenges and opportunities?
Moderator to take notes on Take-Aways for Debrief
See Important Notice
Confidential Draft - Please see the “Important Notice” and refer to any important disclosures in the materials
Asset Classes: VC, PE, Private Debt, RE, Public Markets, Secondaries, Commodities
Industries: Ag, Cannabis, Consumer, Energy, Financials, F&B, Healthcare, Industrials, Media, Tech
Geographic Focus: Africa, Asia, Europe, LatAm, N. America, Emerging Markets
Interests: Impact, Opportunity Zones, Philanthropy
Portfolio:
Personal Bio
Sonja Elmquist crafts stories for the world’s most complex companies. Drawing on years of experience as a journalist at organizations from daily newspapers to global finance powerhouse Bloomberg News, Sonja combines a sensitive ear for human stories with a mastery of hard-edged business and finance reporting.
Overview of Company/Organization
Sonja manages content, thought leadership and executive reputation for global companies including engineering and construction firms, law offices, private equity firms and trading companies, healthcare providers, insurers and consultants.
Sonja Elmquist
Communications consultant
Alumni Groups
-[college]
-[grad school(s)]
-[others]
-
Asset Classes: Public Markets, Hedge Funds, and provides OCIO
Industries: Generalists across all sectors
Geographic Focus: United States
Portfolio: ARS Focused All Cap , ARS Core Equity, ARS Focused Small Cap and ARS Focused ETF Strategies
Personal Bio. Stephen Burke joined ARS Investment Partners, LLC (formerly A.R. Schmeidler & Co., Inc.), in June of 2007. Previously, he was the CEO of Deutsche Asset Management’s $165 billion Institutional Business in the Americas, serving the Defined Benefit, Insurance and Cash Management segments. Stephen joined Deutsche after a 21-year career at the Mellon Financial Corporation where he served as Vice Chairman of Standish Mellon Asset Management and was responsible for Institutional Sales, Marketing and Client Services. Before joining Standish, Stephen spent 20 years at the Dreyfus Corporation. Stephen holds a Bachelor of Arts from Gettysburg College.
Overview of Company/Organization. ARS is a privately-held, NYC based firm with $1.1 billion in assets under management. Since our inception in 1971, our purpose has been to treat clients as we would our own families — something we believe only a few firms do today. In a rapidly changing global economy, we are perpetual students seeking to identify the key secular trends that will create value. We focus on macro-economics to determine beneficiaries of capital flows, identify undervalued securities that stand to benefit, and structure a portfolio of our best ideas. We employ a high-conviction approach, driven by the judgment of our experienced team of investment professionals.
Stephen Burke
Managing Partner, ARS Investment Partners, LLC
Alumni Groups
-Gettysburg College
-Dreyfus
-Deutsche Bank
-Mellon Financial
Asset Classes: Public Equities
Industries:
Geographic Focus: N. America
Interests:
Personal Bio Sherry P. Witter is the Managing Partner, Co-founder and Chief Investment Officer of the Witter Family Office. She runs the investment arm and operations of the firm. Having spent over 20 years in the investment space, Sherry continues to develop a unique ability for finding talented managers and traders who can generate outsized returns. Sherry launched her first of several hedge funds upon graduating from the University of Pennsylvania, and today actively manages the Witter family portfolios in real estate, venture, private equity, with specific focus on liquid trades. Since co-founding The Witter Family Office in 2011, Sherry has seeded, or early invested in, over 100 traders, managers, strategies, and at points in time, over 25 managers concurrently. Today, she continues the search for that dynamic trader who can see opportunity where others do not. When Sherry is not actively running The Witter Family Office, or managing the day to day investment portfolios, she is meeting with undiscovered traders, evaluating new investment opportunities, or speaking at family office and investment conferences.
Sherry P. Witter lives in New York City with her sons and husband of over twenty years, Michael D. Witter. She continues to be dedicated to supporting her husband's philanthropic endeavors.
Sherry Pryor Witter
Witter Family Office
Alumni Groups
-Julliard Pre-College
- University of Pennsylvania
- Lazard Freres
- ESL Investments
Asset Classes: Global Equities, Global Corporate Credit
Industries: Generalists across all sectors
Geographic Focus: Global with a US concentration
Portfolio: Multi-manager, all-cap, all parts of the capital structure
Interests: Growth Equity, ESG, Credit
Personal Bio. For over twenty-five years, Andrew has provided sophisticated and unbiased financial advice to successful Latin American and European families and their companies. He is a Chartered Financial Analyst and recently completed a two-year term on FieldpointPrivate’s Investment Committee. In 1994, he graduated magna cum laude from Denison University, with degrees in Political Science and Spanish.
Andrew joined FieldpointPrivate in 2015 following a fifteen-year career with Brown Brothers Harriman, where he was responsible for clients in South and Central America. Prior to BBH, Mr. Randak served as a private banker at The Chase Manhattan Bank.
Overview of Company/Organization.
Headquartered in Greenwich, Connecticut, FieldpointPrivate (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services.
Andrew Randak
Managing Director, FieldpointPrivate
Alumni Groups
-Denison University
-BBH
-Chase Manhattan Bank
-
Asset Classes: PE, Private Debt, RE, VC,Public Markets, Secondaries
Industries: Ag, Cannabis, Consumer, Energy, Financials, Healthcare, Industrials, Media
Geographic Focus: Global
Interests: Impact, Opportunity Zones, Philanthropy
Personal Bio
Over eighteen years of extensive experience in management of endowment and family office portfolios of alternative and traditional investments products and operations. Capital markets and relationship management experience in both the private and public sectors- US, international and emerging markets. Proven ability to impact business growth and maximize profits through accomplishments in well-developed execution. Outstanding strategic problem-solving aptitude creating and delivering flexible and robust solutions.
Overview of Company/Organization
Pactolus LLC engages with family and individual investors to ensure broad success as they manage their financial assets and navigate the ever-changing complexities of the global financial markets. A private, U.S.-based wealth management firm, Pactolus employs a comprehensive, collaborative approach that produces exhaustive understanding of each client’s balance sheet, family dynamics, goals, and aspirations.
Narges Zamani, CFA, PRM
Chief Investment Officer at Pactolus, LLC
Alumni Groups
-Queens University
-University of Pennsylvania, MBA
Asset Classes: Private Equity, Public Markets
Industries: Energy, Financials, Real Estate
Geographic Focus: Europe, N. America
Interests: Philanthropy
Portfolio: Hydro Plants, Retails Bank, Financial Services, Real Estate
Personal Bio
Candice Beaumont is Chief Investment Officer who runs L Investments, a single family office with an endowment style portfolio of public and private equity. She is also Chairman of Salsano Group, a Panama based family office & conglomerate invested in private equity. Candice is an Advisory Board member of the Family Office Association, a global membership organization exclusive to single family offices and families of significant wealth, and also serves on the Steering Committee of the Yale University School of Management College of Family Offices, NYU Stern Family Office Council as well as the Princeton University Council of Family Offices and Endowments. Candice also serves on the Advisory Board of New Frontier Bio, has been a member of the Board of Directors of numerous private equity firms including DFSA regulated i2BF Venture Fund and remains committed to community and philanthropic causes having served on the Board of Directors of Most Valuable Kids, and Care for Kenya.
Ms. Beaumont worked previously at Lazard Frères executing over $20 billion of merger and acquisition advisory assignments, and in private equity at Argonaut Capital. She completed Global Leadership & Public Policy for the 21st Century at Harvard Kennedy School and obtained a Bachelor in Business Administration from the University of Miami, graduating first in her class with a major of International Finance & Marketing. Candice is a member of Young Presidents Organization, & the Milken Institute after being part of the Milken Young Leaders Circle. Candice was honored by Trusted Insight as one of the Top 30 Family Office Chief Investment Officers in 2017, and as a Young Global Leader by the World Economic Forum in 2014 & is a former world ranked professional tennis player.
Canadice Beaumont
CIO, L Investments
Alumni Groups
-University of Miami
-Harvard Kennedy School
-YPO
-Milken Institute
Asset Classes: VC, PE, Private Debt, RE, Public Markets, Secondaries,
Industries: Ag, Cannabis, Consumer, Energy, Financials, F&B, Healthcare, Industrials, TMT
Geographic Focus: Africa, Asia, Europe, LatAm, N. America, [Emerging Markets]
Interests: Impact, Opportunity Zones, Philanthropy
Portfolio:
Personal Bio
Paul is Director of Investments and Private Capital at CM Wealth Advisors. He chairs the Private Equity and Special Situations committees and is actively involved with the public markets managers as well. He is a member of the firm’s Senior Leadership Team and Investment Committee.
Paul has more than a decade of experience in investment management consulting. Prior to joining CM Wealth Advisors in 2015, he was the Managing Partner and co-founder of Incremental Insights, a firm focused on emerging market investment research. Before that, he was Vice President, Senior Equity Analyst at Longbow Research. He was named to The Wall Street Journal’s ”Best on the Street” Analysts in 2011 and received a similar award from the Financial Times in 2010. He has appeared frequently on CNBC and Bloomberg television and has been quoted often in The Wall Street Journal, Investor’s Business Daily as well as other publications. Paul has held other positions and advisory roles within software and technology companies.
He currently serves on the Sisters of Humility of Mary Investment Committee, as Vice President of the Cleveland Area Mountain Biking Association, coaches middle school lacrosse, and is a board member for The Cleveland Orchestra’s Circle. Paul received his B.S. in Business Management with a finance concentration from Case Western Reserve University with a minor concentration in international economics.
Paul Bodnar
Director of Investments, CM Wealth Advisors
Alumni Groups
-Case Western
-Incremental Insights
-Longbow Research