Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both a policy and political lens – and discuss the ensuing potential effects on markets and their investment implications.
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Adam Tooze, PhD, Author, Professor of History and Director of the European Institute, Columbia UniversityThe financial crisis of 2007-2008 was perhaps the most dangerous moment, not just in the history of the U.S. economy, but in the history of the Western world. Ten years later we can still feel its reverberations. Historian Adam Tooze will discuss the causes of the crisis and the political, economic, and financial implications for the present and the future of the U.S. and world economy.
Nate Hamilton, CFA, Advisory Board Member, Family Office Exchange
Breakout 2: A Private Investment Action Plan
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Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3Limited
Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office Exchange
Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.
Investing in Opportunity Zones
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Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley Jessen
2019 Cybersecurity Outlook
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Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we highlighted the top 10 IT security gaps and what you can do about them. In this session, we discussed the real cybersecurity threats today, explained in plain English how they work and what the implications are, and discussed the most important security controls to consider.Attendees of this session learned:
This session focused on family office investors invested in private equity (PE) funds and/or direct investments and discussed where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we walked through the private investment management factors and decisions which, based on economic and PE industry history, are likely to limit downside risk and drive performance over the coming years in private directs and funds.
2019 Estate Planning Update
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It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their clients. In this annual session, Tom Abendroth of Schiff Hardin and Don Delf of PwC led participants through a thorough discussion of the most important topics and developments covered at the 53rd Annual Heckerling Institute on Estate Planning.