Family Office Private Capital Forum
University Club of Chicago, Chicago, Illinois
Wednesday, June 21, 2017

Program Agenda

Registration and Networking Breakfast Michigan and Monroe Rooms, 2nd Floor

Main PresentationOpening Remarks from the Program Chair Cathedral Hall, 9th Floor
Steven J. Thayer, Partner, Handler Thayer, LLP

Forming a Family Office – A Structure to Engage the Family

    • Finding the Right Fit: MFO, SFO or VFO
    • Structure, Organization and Tax Issues
    • Developing an Investment Strategy

Thomas J. Handler, Partner, Handler Thayer, LLP
Michael D. Whitty, Partner, Handler Thayer, LLP
Jeffrey B. Kane, National Managing Partner-Private Client Services, BDO USA, LLP
Bill Woodson, Managing Director, Citi Private Bank

Planning for the Future of the Family-Owned Business

    • Determining If and When to Sell the Family Business
    • Succession Planning for the Family and Key Executives
    • Recapitalization, Diversification & Sale Strategies

Eric E. Kalnins, Partner, Handler Thayer, LLP
David Solomon, CEO, Lazard Middle Market LLC
Stuart E. Lucas, Chairman & CIO, Wealth Strategist Partners, LLC
David Yaccino, Managing Director, Stifel


Asset Allocation  to Private Capital & the World of Alternatives

    • Determining the Appropriate Allocation to Alternative Assets
    • World Markets, Private Equity and Alternatives
    • Institutional Access to Private Equity & Direct Investments

Don Giuseppi, Executive Director, UBS
Robert Dow, Executive Director and Institutional Consulting Director,  Graystone Consulting, a division of Morgan Stanley
Eric Nelson, Director of Alternatives, Schroders

Networking Lunch Cathedral Hall, 9th Floor

The Future of Private Equity and the Family Office

    • The Private Equity Cycle, Fees, Hurdles and Returns
    • Creating Shareholder Value with a Family Office
    • Buy and Hold Strategies versus Lever and Leave
    • Creative Solutions to Play Together

Dan Needham, Managing Partner, Pritzker Group Private Capital
Paul Carbone, Managing Partner, Pritzker Group Private Capital
Rodney L. Goldstein, Senior Advisor, Wealth Strategist Partners, LLC
Vince Shiely, Managing Director, Lubar & Co.

Adventures in Venture Capital & Direct Investments

    • The ABC’s of Venture Investing – Sector, Stage, Geography & More
    • Performance Measures & Mortality Rates
    • The Importance of Due Diligence
    • Industry Trends – Where VC’s are Placing Their Bets

James Dugan, CEO, Co-Founder and Managing Partner, OCA Ventures
Peter Turecek, Senior Managing Director, Kroll
Nancy Sullivan, CEO and Managing Director, IllinoisVENTURES
Ward McNally, Managing Partner, McNally Capital, LLC

Break / Table Discussions

Concurrent Sessions

Opportunities & Trends in Real Estate

    • Market Overview: From Residential to Commercial
    • Real Estate Cycles and the Last Man Standing
    • Industry Trends

DJ Van Keuren, Director – Family Office Capital, Arsenault Family Office
Christopher S. Lippman, Managing Director, The Carlyle Group

Healthcare, BioTech, Energy & More

    • The Aging Boomers & Their Impact on Healthcare
    • The Convergence of Technology & Medicine
    • Sources of Energy, Prices and the Best Bet
    • Industry Trends

Amy Francetic, Senior VP-New Ventures and Corporate Affairs, Invenergy
David Nage, Managing Director, Ponvalley

Cocktail Reception and Networking Cruise with Fireworks Display
Aboard the Odyssey Chicago Cruise Boat – Docked at Navy Pier (Must be Onboard by 7:00pm)


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