2nd Annual Single Family Office Conference

Thursday April 6, 2017 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Asset Owner Series, Industry Conference, NYSSA Event

Program Overview

The 2nd Annual Single Family Office Conference will feature a high-level discussion on major investment themes and global market dynamics from the perspective of single family offices. Single family offices are by definition running one family’s capital. They are therefore inherently not commercial in the sense that they are not looking to run third party capital and consequently generally prefer to be opaque and obscure investors and allocators. It is not often that third parties are given the opportunity to peak behind their proverbial 'hoods.' This panel will provide a rare glimpse at the allocators, their methodologies, investments and market views. It is not every day that one has the opportunity to gain first degree insight into the single family office space.

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. NYSSA has full discretion on who qualifies as an asset owner attendee.‎





 Sponsor Welcoming Remarks 


 Jason Psome, CAIA, Senior Vice President, Nuveen


 Special Guest Keynote Address 


 Dr. Raphael Amit, Founder, Wharton Global Family Alliance


 NYSSA Welcoming Remarks 


 Robert Discolo, CFA, CAIA, CPA, Board of Directors, NYSSA


 Keynote Address Fireside Chat


 Marc Lasry, Chairman, Chief Executive Officer and Co-Founder, Avenue  Capital Group
 John Andrew Levin, Chief Executive Officer, Portfolio Manager and  Chairman, Levin Capital Strategies, L.P.




 Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege  Partners

 Steven Christmann, CEO, Christmann Gutermann Family Office
 Jeremy Bronfman, Bronfman Family Office
 Mike Compton, Hinduja Group Family Office


 Closing Keynote


 Justin Rockefeller, Trustee, Rockefeller Brothers Fund


 Closing Remarks


 Phil Taylor, CFA, Board of Directors, NYSSA 


 Adjournment and Reception

NYSSA reserves right to decline admission / refund registration costs

No walk-ins or press permitted.

Dress Code 
No jeans allowed, business attire recommended.

This event is in-house and is not being broadcasted? nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of NYSSA's code of conduct.

Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.

NYSSA expects all attendees to comply with NYSSA?s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.

The New York Society of Security Analysts, Inc. (?NYSSA?) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Asset Owner Series Sponsor



Program Details

Thursday, April 6, 2017


NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

Member $55
Nonmember $155
No students permitted

Welcome and Opening Comments
Robert Discolo, CFA, CAIA, CPA, Board of Directors, NYSSA
Jason Psome, CAIA, Senior Vice President, Nuveen

Special Guest Keynote Address
Dr. Raphael Amit, Founder, Wharton Global Family Alliance

Michael Oliver Weinberg, CFA, Chief Investment Strategist, Protege Partners, and adjunct Associate Professor of Economics and Finance, Columbia Business School

Keynote Address & Fireside Chat
Marc Lasry, Chairman, Chief Executive Officer and Co-Founder, Avenue Capital Group
John Andrew Levin, Chief Executive Officer, Portfolio Manager and Chairman, Levin Capital Strategies, L.P.

Closing Keynote
Justin Rockefeller
, Trustee, Rockefeller Brothers Fund

Steven Christmann, CEO, Chrismann Gutermann Family Office
Jeremy Bronfman, Brondfman Family Office
Mike Compton, Hinduja Group Family Office

Closing Remarks
Phil Taylor, CFA
, Board of Directors, NYSSA

Thomas Brigandi

Robert Discolo, CFA, CAIA, CPA
Michael Weinberg, CFA
Deepika Sharma, CFA

Consider Becoming a Member 
Contact membership@nyssa.org

Sponsor this Event
Contact huratathompson@nyssa.org

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

Register via Mail/Fax 
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1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530