Institutional Investor has launched the FOWC Series in response to demand from the nation's leading Single-Family Offices (SFO), to foster connectivity and community within their teams and peer networks.
At two dedicated events held annually on the East and West Coasts, II's Family Office Series provides an exceptional opportunity for this community of peers to meet and engage on a regular cadence for a unique learning and networking opportunity.
Program sessions will draw on a rich diversity of thought leadership — from investment industry experts, renowned academics, strategists, and some of the most accomplished CIOs of SFOs nationally. Small group discussions, breakout conversations, and exceptional networking offer a rare combination of ways for participants to engage and participate, facilitating an unrivalled exchange of ideas, opportunities, and industry best practice.
Ned Brines, CFA, Chief of Investment Strategy, Arnel & Affiliates (Seal Beach, CA)
Markus Kalina, Managing Director, Atalo Capital (New York, NY)
Bei Saville, CFA, CAIA, Chief Investment Officer, Treasury, Fingerboard Family Office, Advance (New York, NY)
Ron Macleod, Managing Partner, Chief Operating Officer, Managing Trustee, Baciu Family Capital and Management (Orange County, CA)
Avinash Sarwal, President, Bikaner Advisors (Montreal)
Albert Luk, Director of Private Investments, Brodie Generational Capital Partners, LLC (New York, NY)
Terence Thompson, Vice President of Investments, DF Enterprises (Phoenix, AZ)
Clay Bradley, Vice President, Eno Farms (Atlanta, GA)
Paul Hwang, Manager, Fiduciam (Los Angeles, CA)
Erik Landsness, Managing Partner, G Hendley Family Partners (San Rafael, CA)
Jordan Stein, Vice President of Investments and Portfolio Management, Ilitch Family Office (New York, NY)
Spencer Acker, Partner, Imagine Holdings LLC (New York, NY)
Sid Malhotra, CFA, CFP, Chief Investment Officer, Kactus Capital Management (New York, NY)
Christian Cantalupo, Investment Director, KKCG US (Boston, MA)
Matthew Udomphol, Vice President, Korenvaes Management (Dallas, TX)
Clark Cheng, CFA, CAIA, FRM, Chief Investment Officer, Merrimac Corporation (New York, NY)
Grant Jaax, Chief Investment Officer, Mongo Holdings (Atlanta, GA)
Kerri Scott, Chief Operating Officer, Mt. Vernon Investments (Dallas, TX)
Lopa Desai, Managing Director, Niraat Family Office (San Francisco, CA)
Clay Drury, CFA, CAIA, Chief Investment Officer, North Star Investments (Lake Forest, IL)
Richard Feldman, Managing Director, RIJO Investment Group (Encino, CA)
Brian Horner, Investment Manager, Rural Route 3 Holdings (Los Angeles, CA)
Michael Capizzi, Chief Investment Officer, Shear Family Office & Foundation (Pittsburgh, PA)
Kenan Jiang, Chief Investment Officer, Sterry Capital (Newport Beach, CA)
Troy Searles, Co-Chief Investment Officer, Stuller Family Office (Baton Rouge, LA)
Michelle Clements, Board Member, Investment Committee Member, Synergy Trust Partners (Jackson, WY)
Dylan Weening, Senior Vice President, Talipot Investments (La Jolla, CA)
Doit Koppler, Chief Investment Officer, Third Security (Radford, VA)
Thomas Kim, Chief Investment Officer, Wasatch Capital, LLC (Wilmington, DE)
Ned Brines, CFA, Chief of Investment Strategy, Arnel & Affiliates (Seal Beach, CA)
Markus Kalina, Managing Director, Atalo Capital (New York, NY)
Bei Saville, CFA, CAIA, Chief Investment Officer, Treasury, Fingerboard Family Office, Advance (New York, NY)
Ron Macleod, Managing Partner, Chief Operating Officer, Managing Trustee, Baciu Family Capital and Management (Orange County, CA)
Avinash Sarwal, President, Bikaner Advisors (Montreal)
Albert Luk, Director of Private Investments, Brodie Generational Capital Partners, LLC (New York, NY)
Terence Thompson, Vice President of Investments, DF Enterprises (Phoenix, AZ)
Clay Bradley, Vice President, Eno Farms (Atlanta, GA)
Paul Hwang, Manager, Fiduciam (Los Angeles, CA)
Erik Landsness, Managing Partner, G Hendley Family Partners (San Rafael, CA)
Jordan Stein, Vice President of Investments and Portfolio Management, Ilitch Family Office (New York, NY)
Spencer Acker, Partner, Imagine Holdings LLC (New York, NY)
Sid Malhotra, CFA, CFP, Chief Investment Officer, Kactus Capital Management (New York, NY)
Christian Cantalupo, Investment Director, KKCG US (Boston, MA)
Matthew Udomphol, Vice President, Korenvaes Management (Dallas, TX)
Clark Cheng, CFA, CAIA, FRM, Chief Investment Officer, Merrimac Corporation (New York, NY)
Grant Jaax, Chief Investment Officer, Mongo Holdings (Atlanta, GA)
Kerri Scott, Chief Operating Officer, Mt. Vernon Investments (Dallas, TX)
Lopa Desai, Managing Director, Niraat Family Office (San Francisco, CA)
Clay Drury, CFA, CAIA, Chief Investment Officer, North Star Investments (Lake Forest, IL)
Richard Feldman, Managing Director, RIJO Investment Group (Encino, CA)
Brian Horner, Investment Manager, Rural Route 3 Holdings (Los Angeles, CA)
Michael Capizzi, Chief Investment Officer, Shear Family Office & Foundation (Pittsburgh, PA)
Kenan Jiang, Chief Investment Officer, Sterry Capital (Newport Beach, CA)
Troy Searles, Co-Chief Investment Officer, Stuller Family Office (Baton Rouge, LA)
Michelle Clements, Board Member, Investment Committee Member, Synergy Trust Partners (Jackson, WY)
Dylan Weening, Senior Vice President, Talipot Investments (La Jolla, CA)
Doit Koppler, Chief Investment Officer, Third Security (Radford, VA)
Thomas Kim, Chief Investment Officer, Wasatch Capital, LLC (Wilmington, DE)
