A Special Thanks to Our Advisory Board:

Monday, July 21, 2014

7:00 am
AM!"#AS !$ATTA #%& 'T(O!)"'$ *'T
Boat Sponsors include:
8:00 am
12:00 pm
+hi,it Set-up
9:30 am !e.istration
10:00 am
7:30 pm
Speaker-/ospitality 0oun.e 1 +hi,it /all 1 Meetin. !oo2s Open
11:00 am
&re-#on3erence (orkshop and Bo+ed 0unch
An Appreciatin. 0e.acy - /o4 to &rotect, "ncrease, and &rivately Trans3er your (ealth Throu.h $old
and !are #oins
&resented ,y:
5r6 5on )a.in, )A$"'7S $O05 8 !A! #O"' A5*"SO!S
11:45 am #o-#hair Openin. !e2arks
Jason #avana.h, #O, SA"'T 0O'A!5 9AM"0: O99"# ;S9O<
Michael &o2pian, &artner and 5irector o3 &rivate (ealth &ractice, M!#!, 00#
0inda Mack, &resident and 9ounder, MA#) "'T!'AT"O'A0, 00#
12:00 pm
TBA, T=STA! '!$:
12:20 pm
TBA, >5 9"'A'#"A0 S:STMS
12:40 pm
TBA, (O!05 $O05 #O%'#"0
1:00 pm Structurin. your 9a2ily O33ice 3or success: (hat every 3a2ily should kno4 re.ardin. .overn2ent
ta+ation and re.ulation and the ne4 rules 2ovin. 3or4ard
Moderator:
&aul *o.el, &resident and #O, A!$OS &A!T'!S, 00# ;M9O<
Panelists:
Tho2as /andler, &artner 8 #hair2an o3 Advanced &lannin. and 9a2ily O33ice &ractice $roup,
/A'50! T/A:!, 00&
#heri3 Meda4ar, 9ounder, M5A(A! "'T!'AT"O'A0 $!O%& S#%!5 "'#OM 9%'5
;M"$S"9<
TBA, )O?%S)O /A!!"S 5%'#A'
TBA, $M 9"'A'#"A0 #O'S%0TA'TS
2:00 pm 9a2ily O33ice invest2ent o33icer roundta,le discussion: This panel will be made up o 2 sin!le amil" oi#e
in$estment oi#ers and 2 multi%amil" oi#e in$estment oi#ers&
'hat do "ou see as "our (e" and primar" role as )n$estment *i#er+
,ow do "ou intera#e with "our o$ersi!ht persons or #ommittee relati$e to )n$estment -oals and
*b.e#ti$es+
/elati$e to M0*1s2 is it one si3e its all or how do "ou allo#ate "our in$estment menu+
'ith respe#t to 40*1s2 how do "ou dire#t or ta(e dire#tion relati$e to allo#ations or #reations o
in$estment opportunities+
5ompare and #ontrast ei#ien#ies 6pros and #ons7 o M0* $s& 40*
8re most M0*1s run b" entrepreneurs who pro$ide in$estment ser$i#es or smaller oi#es that don1t
ha$e the #apabilities themsel$es+
8re 40*1s limited b" the inabilit" to insert #reati$e thou!ht into the or!ani3ation as dire#ted b" the 5)*+
5ompare and #ontrast ser$in! one master 640*7 $s& man" 6M0*7
,ow do M0* and 40*1s #ompare relati$e to #osts o ees or salaries or 5)* role+
Moderator:
$ordon @$rantA #urtis, 5irector o3 "nvest2ents, #" "'*STM'TS ;S9O<
Panelists:
/o4ard #ooper, #O, #OO&! 9AM"0: O99"# ;S9O<
/arris 9ried, #O, T/ 9!"5 9AM"0: O99"# 00# ;S9O<
#arol &epper, &resident, &&&! "'T!'AT"O'A0 ;M9O<
#hris Batti3arano, #hie3 "nvest2ent O33icer 8 &artner, &A0M >%"T: 00# ;M9O<
3:00 pm
&eer to &eer 'et4orkin. !e3resh2ent Break
4ponsored b":
>5 9"'A'#"A0 S:STMS
Tracks Track A B Brenton /all Track B B !ose "sland /all &rivate One-on-One
Meetin.s % *ander,ilt
!oo2
3:30 pm "nvest2ent styles and strate.ies 3or
9a2ily O33ices: The ne4 philosophy
3or investin. in today7s 2arkets
0undamental $s& Te#hni#al
)n$estment 4trate!ies
-lobal $s& 9omesti#
8llo#ations or )n$estment
:i;uid alternati$es or smaller
a##ounts2 mo$in! awa" rom
und o unds in lar!er amil"
oi#es and !oin! dire#tl" to
indi$idual hed!e unds&
)nde<in! $s& separatel"
mana!ed a##ounts % ta<es still
matter
Breakin. 'e4s: /i.h i2pact
philanthropy is no4 an invest2ent
strate.y
4ide =" 4ide )n$estin!:
philanthrop" and so#ial impa#t
unds
,ow "our amil" #an .ump on
the bandwa!on and be#ome hi!h
impa#t philanthropists
,ow )n$estor >Philanthropists
5an 8#hie$e the ,i!hest /*)
rom their !rants
,ow -en 22 32 and 4 ?iew
)mpa#t Philanthrop" and 'hat
The" 8re 9oin! 8bout )t
Philanthrop" and )ts )mpa#t on
&re-scheduled C0 2inute
one-on-one 2eetin.s
4ith these D +ecutive
Sponsors6
Sponsors:
E *STM'T
E #!5"TS"$/TS "'#
E #ATA0:ST
'!$:
Moderator:
Aviva &into, 5irector, /"$/0"'
(A0T/ MA'A$M'T ;M9O<
Panelists:
#harles Stucke, #9A - #hie3
"nvest2ent O33icer and #o-/ead o3
Business, $%$$'/"M
"'*STM'T A5*"SO!S
4o#ial and @#onomi# Poli#"
!loball"
Moderator:
Ja2es !ose,ush, 9ounder and #O,
T/ (A0T/ 8 9AM"0:
MA'A$M'T $!O%&
Panelists:
)atherine !osFueta, 9oundin.
+ecutive 5irector, #'T! 9O!
/"$/ "M&A#T &/"0A'T/!O&:
John SchaetGl, Senior Advisor, T/
B"00 A'5 M0"'5A $ATS
9O%'5AT"O'
0arry Silver2an, #hair2an 8 #hie3
Scientist, $!"5&0=
4:30 pm A 3or4ard lookin. approach to
eFuity investin.: (here are 4e
headed 3ro2 hereH
'hat are the impli#ations
de#reasin! monetar" stimulus+
'ill A4 e;uities #ontinue to
outperorm+
8re emer!in! mar(et e;uities
attra#ti$e on an absolute or
relati$e basis+
'hat is the opportunit" set or
sto#( pi#(ers $s& passi$e
inde<es+
Moderator:
#hristopher 9ine,ur., #9A,
5irector, $!:#O%!T 8 #O6,
"'#6 ;M9O<
Panelists:
TBA, !O#)"T, A !O#)900!
9"'A'#"A0 #OM&A':
"nvestin. in alternatives: The ,est
practices 2ovin. 3or4ard
'hat are the roles o alternati$es
in "our portolio+
,ow mu#h ris( is too mu#h+
'hat should in$estors loo( or
in mana!ers+
'hi#h strate!ies ha$e been
beneitin! portolios and where
to loo( in the up#omin! "ear
'hat is in$ol$ed in stru#turin! a
well%di$ersiied portolio+
Moderator:
(illia2 &usey, Senior (ealth Advisor
8 &ort3olio Mana.er, )0 &O"'T
A5*"SO!S ;M9O<
Panelists:
John Bailey, 9ounder 8 #O,
S&!%# "'*STM'T A5*"SO!S
00#
:aniv Marcus, 9ancy 5ia2ond
"nvest2ent Strate.ist, 0"B"S/ 8 #O6
0T56
Sa2eer Jain, #hie3 cono2ist and
Mana.in. 5irector, AM!"#A'
!A0T: #A&"TA0
One-on-One Meetin.s
65ont&7
5:30 pm !isk 2easure2ent to risk
2ana.e2ent: Thin.s to consider in
your asset allocation practices
Anderstandin! the role
operational due dili!en#e
pla"s in ris( mana!ement and
asset allo#ation pro#ess
/e#ent re!ulator" trends in
monitorin! ris( mana!ement
Measurin! und mana!er
operational ris( e<posures
"2pact investin. 8 social enterprises
,ow do "ou deine impa#t
in$estin!+ 'h" did "ou be#ome
in$ol$ed in this spa#e+ 'hat has
"our e<perien#e in this spa#e
been+
,ow has this part o the
responsible in$estin! industr"
e$ol$ed o$er the past de#ade+
,ow does impa#t in$estin! it
with "our o$erall in$estin!
One-on-One Meetin.s
65ont&7
'or(in! with #onsultants to
assist in "our due dili!en#e
and ris( mana!ement pro#ess
5ounterpart" ris( re$iews as
part o the asset allo#ation
pro#ess
Moderator:
Jason Schar32an, Mana.in.
&artner, #O!$'T%M
#O'S%0T"'$, 00#
Panelists:
Michael &o2pian, &artner and
5irector o3 &rivate (ealth &ractice,
M!#!, 00#6
Michael Oliver (ein,er., #9A,
#hie3 "nvest2ent O33icer, MO( 8
A:( 00# ;S9O<
$re. !o.ers, 9ounder, !A:0"$'
A5*"SO!: ;S9O<
strate!"+ ,a$e "ou ound
opportunities to address "our
or!ani3ationBs mission and
idu#iar" dut" at the same time+
'hat are some o the #hallen!es
or impa#t in$estors to #onsider+
'hat are the opportunities+
'hat are some
misunderstandin!s that e<ist in
the mar(etpla#e about impa#t
in$estin!+
,ow #an an interested impa#t
in$estor !et started+
'hat (inds o resour#es are
a$ailable to in$estors in impa#t
in$estin! and what ad$i#e would
"ou !i$e them+
Moderator:
Sonal Mahida, %S 'et4ork Mana.er,
&!"'#"&0S 9O! !S&O'S"B0
"'*STM'T
Panelists:
Ji2 #outre, &artner, T/
&/"0A'T/!O&"# "'"T"AT"*
;T&"<
!enato Alessandro "re.ui, &rincipal,
!A"! 9AM"0: O99"# ;S9O<
/asan Askari, Mana.in. Me2,er,
AS)A!" $!O%&, 00# ;S9O<
C:30 pm
7:30 pm
'et4orkin. #ocktail !eception
Doin us and unwind with ellow industr" proessionals or rereshments E hors dBoeu$res
durin! our networ(in! brea(&
Sponsored ,y:
0u+ury Sponsors:
7:30 pm
"ndustry Sponsored vents /appenin. Toni.ht:
Tuesday, July 22, 2014
7:00 am
8:40 am
@
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#ontinental Break3ast
Sponsored ,y:
#!5"TS"$/TS "'#6
7:00 am
7:00 pm
!e.istration 1 Speaker-/ospitality 0oun.e 1 +hi,it /all 1 Meetin. !oo2s Open
7:30 am
8:30 am
&rivate #losed 5oor Break3ast !oundta,le 9or 9a2ily O33ices:
9a2ily O33ice And Multi B9a2ily O33ices O'0:
This pri$ate2 #losed%door session will be or!ani3ed 3or 3oundations, 3a2ily o33ices, 2ulti-3a2ily o33ices, non-
discretionary consultants and accredited hi.h-net 4orth individuals to address issues these
or!ani3ations>indi$iduals endure da"%to%da"& Two amil" oi#e members will lead the panel in dis#ussions on areas
o spe#ii# #on#ern&
'o 2ana.ers 4ill ,e allo4ed in the session, no e+ceptions6
0a#ilitators:
0aurent !ou+, &rincipal, $A00AT"' (A0T/ MA'A$M'T, 00# ;M9O<
Jason #avana.h, #O, SA"'T 0O'A!5 9AM"0: O99"# ;S9O<
8:30 am Openin. !e2arks in Brenton /all
8:40 am
&eter J6 &etas, &resident1#OO, #!5"TS"$/TS "'#
Tracks Track A B Brenton /all Track B B !ose "sland /all &rivate One-on-One
Meetin.s - *ander,ilt
!oo2
9:00 am Outlook 3or real estate investin.
The panel will dis#uss #urrent issues
a#in! real estate assets owned b" amil"
oi#es2 in#ludin!:
Anderstandin! the role #redit
mar(ets are pla"in! in real
estate inan#e
Trends in dire#t and indire#t
real estate ownership or amil"
oi#es
Anderstandin! ta< strate!ies or
real estate a#;uisitions and
dispositions
:e$era!in! !reen2 sustainable
and so#iall" responsible ta<
beneits rom real estate
,ow are dierent real estate
asset #lasses airin! in the
#urrent re#o$er" #"#le2 and
what opportunities e<ist
1031 e<#han!es
Moderator:
!icky 'ovak, $eneral #ounselI !eal
state 8 Ta+ Advisor, T/
ST!AT$"# $!O%& O9
#OM&A'"S ;M9O<
Panelists:
Jonathan 0e4is, Mana.in. 5irector o3
Business 5evelop2ent, #%STOM!S
BA')
Steve /a.en,uckle, Mana.in.
&rincipal, T!!A#A&
MA'A$M'T #O!&6
Tho2as Ta2rack, #MO 8 Mana.in.
2e2,er, "'*"S"O' /O%S"'$
SO0%T"O'S
5avid Scherer, &rincipal, O!"$"'
#A&"TA0 &A!T'!S
2er.in. 2arkets and 3rontier
2arkets
0rontier $s& @mer!in! $s&
9e$eloped % similarities2
dieren#es2 intertwined or
independent+
/eturn e<pe#tations %short and
lon! term
Mar(et d"nami#s a#ross asset
#lasses
Ani;ue ris( a#tors: 5orruption2
#urren#"2 #ulture2 politi#s&&&
8#ti$e $s& Passi$e
)n$estment opportunities
Moderator:
'icholas !otello, Mana.in. 5irector 8
9ounder, S*' T(O &A!T'!S
Panelists:
Marvin Bolt, #O, S("SS S0#T
A5*"SO!S 00#
5avid Se2ple, &ort3olio Mana.er,
*A' #) $0OBA0 S#%!"T"S
TBA, 5MS 9%'5S
5onald 5e*ivo, Mana.in. 5irector,
?S"$! #A&"TA0 $!O%& 00#
&re-scheduled C0 2inute
one-on-one 2eetin.s
4ith these D +ecutive
Sponsors
Sponsors:
E >5 9"'A'#"A0
S:STMS
E (O!05 $O05
#O%'#"0
E 9"50"T:
#/A!"TAB0
E T=STA! '!$:
10:00 am "nvestin. in real assets
Moderator:
#hristy #onners, 9a2ily O33ice
+ecutive, $!'(A: 9AM"0:
O99"# ;M9O<
Panelists:
Mitch Sie.ler, Senior Mana.in.
5irector, &AT/9"'5! &A!T'!S,
00#
Steve :uGpe, &resident and #hie3
+ecutive O33icer, S&!OTT
!SO%!# #O!&6
!o,, Bollho33er, Mana.in. &rincipal,
2JT/ ST!T #A&"TA0
Ta+ e33icient investin.: /o4 ultra-
a33luent 3a2ilies utiliGe private
place2ent insurance structures6
8n o$er$iew o the produ#ts and
how the" wor(
,ow amilies use these pri$ate
pla#ement produ#ts as part o
their o$erall in$estment
,ow in$estment mana!ers2
pri$ate ban(s2 and multi%amil"
oi#es oer their in$estment
ser$i#es within these insuran#e
produ#ts
Moderator:
0auren )arp, Mana.in. 5irector,
#/A0)ST!AM #A&"TA0 $!O%&
;M9O<
Panelists:
Aaron A,rah2s, &rincipal, ("'$5
)0 $!O%& and SA0" 9%'5
S!*"#S
Jonas )atG, #OO, Mana.in. 5irector,
9O!ST! #A&"TA0, 0606#6
TBA, $O0%B #A&"TA0
TBA, ?%!"#/
One-on-One Meetin.s
;#ont6<
11:00 am
'et4orkin. !e3resh2ent Break
4ponsored b":
*STM'T
11:25 am
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A ne4 paradi.2 3or ener.y investors
8 the %S ener.y revolution
,ow the shale oil and !as
re$olution will ae#t !lobal oil
supplies
)mpa#t o new drillin!
te#hnolo!ies and will the
en$ironmental ee#ts #urtail
produ#tion&
@ner!" E #ommodit" pri#e
outloo( and return proiles
'ill the A48 be#ome a net
ener!" e<porter and what will
that impl" or in$estors+
4hould 'ashin!ton lit the ban
on #rude oil e<ports or do we
want to (eep #heaper domesti#
pri#es
8lternati$e ener!ies on the
hori3on and what will be the
impa#t+
Power2 solar and other
renewable sour#es o ener!"
Moderator:
#andice Beau2ont, Mana.in.
5irector, 0 "'*STM'TS ;S9O<
Panelists:
&anos 'inios, #O and a 9oundin.
&artner, T!% $!' #A&"TA0
MA'A$M'T 00#
TBA, #A&"TA0 O' '6A
9i+ed inco2e1credit
)s there a Fsil$er linin!F due to
the introdu#tion o 9odd>0ran(2
?ol(er2 et#+
'hat models do "ou use to
mana!e the ris( o "our
portolio+
,ow does a mana!er deend
a!ainst a tail e$ent+
)s li;uidit" ris( a #on#ern+
)s there a !rowin! imbalan#e
between bu" and sell side+
)s hi!h "ield 6.un(7 debt
o$er$alued+
4hould le$era!e in
Fun#onstrainedF #redit unds be a
#on#ern to in$estors+
'hat is the #orre#t wa" to
measure le$era!e+
Moderator:
Arthur #6 SalGer, #hie3 +ecutive
O33icer 8 #hie3 "nvest2ent O33icer,
'O!T/0A'5 (A0T/
MA'A$M'T ;M9O<
Panelists:
Ben Bornstein, Senior Mana.in.
5irector, "'5"$O $0OBA0
"'*STO!S
'or2an Milner, #o-9ounder 8
&ort3olio Mana.er, O!#/A!5
S>%A! &A!T'!S
9o4ad Sheikh, &ort3olio Mana.er,
$!) &A!T'!S
)a2al Bhatia, Senior *ice &resident,
&roduct 5irector 3or Ta+a,le 9i+ed
"nco2e and Alternative Strate.ies,
O&&'/"M! 9%'5S
One-on-One Meetin.s
;#ont6<
12:25 pm
TBA, *STM'T
12:45 pm
'et4orkin. 0uncheon
4ponsored b":
Tracks Track A B Brenton /all Track B B !ose "sland /all &rivate One on One
Meetin.s B *ander,ilt
!oo2
2:00 pm The private eFuity approach:
Believin. in co2panies vs6 ,ettin. on
stocks
Moderator:
)athy Boyle, #9&, &resident 8
9ounder, #/A&"' /"00 A5*"SO!S,
"'#
Panelists:
5avid #6 &uchi, 5irector o3 Business
5evelop2ent, BA#0"'
"'*STM'TS, 00#
#helsea /utton, 9ounder 8 &resident,
/%TTO' A'5 ASSO#"ATS
Andre4 Brenton, #O, T%!T0
#!) ASST MA'A$M'T
TBA, A0#'T!A
/ed.e 3unds19unds o3 3unds
Moderator:
Andre4 Mehalko, 9ounder, #hie3
"nvest2ent O33icer, AM $0OBA0
9AM"0: "'*STM'T O99"#
;M9O<
Panelists:
&atrick StutG, #hie3 "nvest2ent
O33icer, BA:S/O! #A&"TA0
A5*"SO!S
&re-scheduled C0 2inute
one-on-one 2eetin.s
4ith these D +ecutive
Sponsors
Sponsors:
G ("00"AM B0A"!
3:00 pm 5irect investin.1#o-investin.
Hou ha$e de#ided to #onsider addin! P@
dire#t deals to "our in$estment portolio
due to their !reater le<ibilit" and
potential rewards2 but how do "ou !et
started+ This panel will dis#uss the s(ills
and e<pertise "ou will need to minimi3e
ris(s2 a$oid pitalls and ma<imi3e
returns&
)s it ri!ht or m" 0amil" *i#e+
6abilit" to mana!e pro#ess and
in$estment2 will in$estment
si3es .usti" #osts7
4(ills assessment % 6what do we
ha$e2 what do we need7
4our#es o e<pertise
5hoosin! and assemblin! a
team o e<perts and ad$isors
Potential pitalls
=est pra#ti#es
Moderator:
Brandon 0au.hren, #hie3 "nvest2ent
O33icer, T/ 0A%$/!' $!O%&
;S9O<
Panelists:
Sa2 #aspersen, &artner, (STB:
#O!& ;S9O<
#a2eron #hell, #O, B%S"'SS
"'ST"'#TS $!O%&
TBA, 9"50"T:
TBA, S5#/A'$
'e4 invest2ent trends 3or investin. in
2er.in. Mana.ers
Moderator:
Panelists:
)yle !osen, &ort3olio Mana.er,
!OS' #A&"TA0 A5*"SO!S, 00#6
Akshay Mansukhani, &artner,
MA0ABA! "'*STM'TS
One-on-One Meetin.s
;#ont6<
4:00 pm "nvestin. in healthcare
Moderator:
Skip #oo2,er, &resident, #OOMB!
9AM"0: STATS ;S9O<
Panelists:
$re. Si2on, #O, &O0"(O$$
Tho2as S6 $il,ert, Mana.in.
Me2,er, (A"'S#OTT #A&"TA0
&A!T'!S, 00#
Seth $ins,er., &resident, $0OBA0
/A0T/: 0"*"'$ 9O%'5AT"O'
Operations and technolo.y: 0eadin.
ed.e 3a2ily o33ice in3rastructure and
3a2ily o33ice reportin.:
Moderator:
0inda Mack, &resident and 9ounder,
MA#) "'T!'AT"O'A0, 00#
Panelists:
Mark (ickersha2, 5irector,
'TA$ SO0%T"O'S, "'#6
One-on-One Meetin.s
;#ont6<
5:00 pm
C:00 pm
'et4orkin. #ocktail !eception
Doin us and unwind with ellow industr" proessionals or rereshments E hors dBoeu$res durin!
our networ(in! brea(&
Sponsored ,y:
0u+ury Sponsors:
7:00 pm
"ndustry Sponsored vents /appenin. Toni.ht:
(ednesday, July 2C, 2014
7:00 am
9:15 am
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*
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#ontinental Break3ast
Sponsored ,y:
(O!05 $O05 #O%'#"0
7:00 am
2:00 pm
!e.istration 1 Speaker-/ospitality 0oun.e 1 +hi,it /all 1 Meetin. !oo2s Open
7:30 am &rivate #losed 5oor Break3ast !oundta,le:
9a2ily O33ice And Multi B9a2ily O33ices O'0:
This pri$ate2 #losed%door session will be or!ani3ed or 3oundations, 3a2ily o33ices, 2ulti-3a2ily o33ices, non-
discretionary consultants and accredited hi.h-net 4orth individuals to address issues these
or!ani3ations>indi$iduals endure da"%to%da"& Two amil" oi#e members will lead the panel in dis#ussions on areas
o spe#ii# #on#ern&
'o 2ana.ers 4ill ,e allo4ed in the session, no e+ceptions6
0a#ilitators:
0aurent !ou+, &rincipal, $A00AT"' (A0T/ MA'A$M'T, 00# ;M9O<
Jason #avana.h, #O, SA"'T 0O'A!5 9AM"0: O99"# ;S9O<
9:00 am
(elco2in. !e2arks
9:15 am
TBA, ("00"AM B0A"!
9:35 am
TBA, #ATA0:ST '!$:
9:55 am
(illia2 Shopo33, &resident, T/ S/O&O99 $!O%&
10:15 am 'avi.atin. the challen.es o3 the trustee1,ene3iciary relationship
The top #hallen!es in the trustee>benei#iar" relationship
,ow the roles o trustees impa#t the li$es o benei#iaries
,ow benei#iaries impa#t the duties o trustees
=alan#in! both sides o this $ital relationship or the beneit o both
Moderator:
Tho2as Moore, 5irector, $!:#O%!T 8 #O6 ;M9O<
Panelists:
!ick Mc5onald, Mana.in. &artner, %6S6 A5*"SO!: $!O%& ;M9O<
Ji2 Bertles, Mana.in. 5irector, T"5MA'' (A0T/ MA'A$M'T, 00# ;M9O<
Susan Schoen3ield, #O and 9ounder, (A0T/ 0$A#: A5*"SO!S 00#
11:00 am 9a2ily o33ice .overnance and succession strate.ies: This panel 4ill discuss ho4 di33erent 3a2ilies and their
advisors have ,uilt a 3oundation o3 .overnance and deploy it in their 3a2ily6
0amil" !o$ernan#e is most oten impli#it in amilies2 and the purpose o this panel is to brin! attention to the
importan#e o ma(in! !o$ernan#e e<pli#it& =e#ause wealth #an be a !al$ani3in! or#e that #an di$ide amilies and
!enerate hostilit" and distrust amon! amil" members2 stron! amil" !o$ernan#e #an be a useul me#hanism to
uni" amilies around their wealth& Parti#ularl" when !o$ernan#e pra#ti#es #an be emplo"ed beore a traumati#
e$ent arises 6su#h as a death2 illness2 or di$or#e72 amilies #an oten na$i!ate dii#ult situations more smoothl"
when !o$ernan#e pra#ti#es are alread" established and in pla#e& 0rom settin! up re!ular amil" meetin!s and
establishin! a #ode o #ondu#t or amil" members around their parti#ipation to understandin! the purpose and
un#tion o a amil" #onstitution2 a amil" #oun#il or a amil" board #an be instrumental to address the #omple<
de#ision o the amil" as it e$ol$es o$er time&
Moderator:
)ir,y !osplock, 9ounder, TAMA!"'5 &A!T'!S "'#6
Panelists:
laine )in., 5irector o3 9a2ily $overnance and ducation, ( 9AM"0: O99"#S ;M9O<
5ou. /ood, 9ounder, "M&A#T9%0 9AM"0: #O'*!SAT"O'S
!hona *o.el, #O 8 9ounder, *O$0 #O'S%0T"'$ ;M9O<
Bar,ara /auser, $lo,al 9a2ily Advisor, BA!BA!A ! /A%S! 00#
11:45 am (hat every 3a2ily should kno4 a,out lu+ury travel and the ,ene3its: A li3estyle discussion
Tra$el trends and impro$ements: 'hat1s new and e<#itin!+
=est pra#ti#es or mana!in! #omple< itineraries
0amil" tra$el: /eunions2 spe#ial o##asions2 meetin!s and more
,ow to sta" sae and se#ure while awa" rom home
Moderator:
'atasha &earl, #O and 9ounder, ASTO' &A!0
Panelists:
TBA, 0"'B0A5 =&5"T"O'S
TBA, 'O!T/!O& A'5 JO/'SO'
12:30 pm ):'OT ducational 0uncheon (orkshop
K$ettin. the ne+t .eneration into hi.h-i2pact philanthropyK
Ada2 Braun, 9ounder, &'#"0S O9 &!OM"S
2:00 pm
#losin. !e2arks
2014 &articipants:
Sin.le 9a2ily O33ices and &rivate "nvestors:
!enata #irne, 5irector, 9B 0"M"T5 ;S9O<
&eter !osenthal, #"O, S'5! #O00#T"O' ;S9O<
Sean Se,astian, 9oundin. &artner, B"!#/M! *'T%!S ;S9O<
Bernard $ustin, &resident, 9"'50A: 0T5 ;S9O<
!o,in Mirianthopoulos, #hie3 Operatin. O33icer 8 #ontroller, &!"*T #A&"TA0, 00# ;S9O<
Steve Olasky, &rincipal, )ATA' ASSO#"ATS ;S9O<
(endy #ou2antaros, &rivate "nvestor, '"A!#/OS 9AM"0: O99"# ;S9O<
Jill Matesic, Mana.in. 5irector, O7B!"' "'T!'AT"O'A0 ;S9O<
5on #a2p,ell, &!"*AT "'*STO!
#hris /opkins, #hie3 Operatin. O33icer, B!'! "'T!'AT"O'A0 $!O%& ;S9O<
!uth "dGik, #"O, !0AT"* *A0% "'S"$/T - !*" 9AM"0: O99"# ;S9O<
Bernard Saint-5onat, &rincipal, SA"'T-5O'AT 8 #O ;S9O<
5erek $re.ory, #O, =O: &!"*AT O99"# 0T5 ;S9O<
Anthony !itossa, #hair2an, !"TOSSA O0"* O"0 8 9AM"0: O99"# ;S9O<
Bill Bro4n, #hie3 "nvest2ent O33icer, T!!A# TO(! $!O%& 9AM"0: O99"# ;S9O<
John Manaras, Mana.in. &artner, O?MMA &A!T'!S ;S9O<
!on &ollack, #O, &O00A#) 9AM"0: O99"# ;S9O<
(illia2 )idd, &artner, )"55 8 #OM&A':, 00# ;S9O<
#arla )idd, &artner, )"55 8 #OM&A':, 00# ;S9O<
Josh #ohen, #hie3 "nvest2ent O33icer, T:5' *'T%!S ;S9O<
!yan Boni3acino, &rincipal, MO%'T #%BA #A&"TA0 ;S9O<
$ordon @$rantA #urtis, 5irector o3 "nvest2ents, #" "'*STM'TS ;S9O<
Ji2 /auslein, Mana.in. 5irector, /A%S0"' 8 #OM&A': ;S9O<
!onald Macleod, &resident, BA#"% 9AM"0: O99"# ;S9O<
/asan Askari, Mana.in. Me2,er, AS)A!" $!O%&, 00# ;S9O<
Michael Miller, &rincipal, /A!*ST9AM"0: ;S9O<
John !oche, #hie3 +ecutive O33icer, T/ 90AT0: #OM&A': ;S9O<
Janet #orpus, &resident, $!A*STA! "'#6 ;S9O<
John 9ritG, 9ounder, S/0T! BA: S#%!"T"S 00# ;S9O<
#arrie )in.sley, $eneral #ounsel, M6 SA9!A 8 #O6, "'#6 ;S9O<
Brandon 0au.hren, #hie3 "nvest2ent O33icer, T/ 0A%$/!' $!O%& ;S9O<
Joel &lasco, #hair2an, SO%T/&O!T 0A' ;S9O<
Josh 0evine, #O 8 9ounder, #O!'!STO' 9AM"0: O99"#, 00#
#hristopher Teas, Mana.in. 5irector, SO%T/&O!T 0A' ;S9O<
SuGie Macca.nan, Mana.in. 5irector, SO%T/&O!T 0A' ;S9O<
/arris 9ried, #O, T/ 9!"5 9AM"0: O99"# 00# ;S9O<
#andice Beau2ont, Mana.in. 5irector, 0 "'*STM'TS ;S9O<
Andre4 Mason, Mana.in. 5irector, ATM #A&"TA0 &A!T'!S ;S9O<
Sa2 #aspersen, &artner, (STB: #O!& ;S9O<
Stuart Bri.ht, 9a2ily !epresentative, B!"$/T "'5%ST!"S ;S9O<
rnest Miller, Senior *ice &resident, B!"$/T >%"T"S ;S9O<
Jay !o.ers, +ecutive 5irector, B!$'5A/0 /O05"'$S ;S9O<
Jay Senerchia, Mana.er, "S0A'5 #A&"TA0 9%'5S ;S9O<
5on :once, Mana.er, :O'# 9AM"0:
Sonny /on., Mana.in. &artner, %'"-S:S#O ;S9O<
Sheila :once, Mana.er, :O'# 9AM"0:
A2y !o.ers, Board Me2,er, :O'# 9AM"0:
Sonia Anderson, 5irector o3 9inance and Operations, S#) 'T!&!"S 00# ;S9O<
!yan :once, #O, :O'# 9AM"0:
Skip #oo2,er, &resident, #OOMB! 9AM"0: STATS ;S9O<
!o,ert /ut, Mana.in. 5irector, "'S%!AT"* &!M"%M 9"'A'# ;S9O<
$ary 5o2oracki, #O and $eneral #ounsel, T' MO%'TA"' #A&"TA0 ;S9O<
Todd !yan, Mana.in. 5irector, T!#0 MA'A$M'T ;S9O<
!o,ert Marrone, 5irector o3 9a2ily O33ice Services, )"S0A) 9AM"0: O99"# ;S9O<
Jason #avana.h, #O, SA"'T 0O'A!5 9AM"0: O99"# ;S9O<
$re.ory (an., #O, '(STA! "'*STM'T 0T56 ;S9O<
Ari Moses, 5irector o3 "nvest2ents, 9"S/! B!OT/!S O&!AT"'$ ;S9O<
0uc /ardy, &resident, SA$A= ;S9O<
ric 5isten3eld, &ort3olio Mana.er, TL #A&"TA0 MA'A$M'T 00# ;S9O<
Brian Barr, /ed.e 9und Analyst, (O09SO' $!O%& ;S9O<
#harles J# )ane, Mana.in. 5irector, /A(S 9AM"0: $!O%& ;S9O<
!o,ert Anthes, &rincipal, A$0 #A&"TA0 00# ;S9O<
&ro36 John 96 Tsui, Mana.in. &rincipal1*isitin. AdMunct &ro3essor, &'"'S%0A /O%S ;S9O<,
00# and #O0%MB"A %'"*!S"T:
Je33rey )rahel, Analyst, MA#OMA #A&"TA0 $!O%& 00# ;S9O<
AManta MukherMee, #"O, T/ M%)/!J 9AM"0: O99"# ;S9O<
Boontharika Meesu4an, 5irector, A!J ST!AT$: &A!T'!S, 00# ;S9O<
AnuM Jain, 5irector, A!J ST!AT$: &A!T'!S, 00# ;S9O<
A,i.ail 0au3er, #O, 9!$%SO' 9AM"0: O99"# ;S9O<
!a2 Ahlu4alia, &ort3olio Mana.er, ("'$5 9OOT #A&"TA0 ;S9O<
#atherine Mor.an, O4ner, MO!$A' #A&"TA0 00# ;S9O<
!o,ert /ayes, #O, #O0*"00 &A!T'!S 00# ;S9O<
OGi A2anat, $roup &resident 8 #hie3 "nvest2ent O33icer, Board o3 5irectors, S&"# $0OBA0
;S9O<
Michael Oliver (ein,er., #9A, #hie3 "nvest2ent O33icer, MO( 8 A:( 00# ;S9O<
A2it #houdhury, Mana.in. &rincipal, T&$ /O05"'$S ;S9O<
!enato Alessandro "re.ui, &rincipal, !A"! 9AM"0: O99"# ;S9O<
$re. Ola3son, Mana.in. 5irector, B0% SA'5 /O05"'$S ;S9O<
0illy Men., &ort3olio Mana.er, A!J ST!AT$: &A!T'!S 00# ;S9O<
)ent S4i., &rincipal, S("$ 9AM"0: O99"# ;S9O< 1 9%0#!%M >%"T"S
#linton Sel3rid.e, !eal state 5irector, B0% SA'5 /O05"'$S ;S9O<
5avid Steinschra,er, Mana.in. &artner, 5AS #A&"TA0 $!O%& ;S9O<
Marye Moran, Assistant #ontroller, ST!%#T%! TO' ;S9O<
Jason )apusta, "nvest2ent Analyst, S&!"'$ #!) "'*STM'T MA'A$M'T ;S9O<
Ji22y /ickey, #hie3 "nvest2ent O33icer, !"*!!O#) $!O%&, 00# ;S9O<
Jay Jackson, /ead o3 Alternative "nvest2ents, !"*!!O#) $!O%&, 00# ;S9O<
Jill 'aponic, 5irector, !"*!!O#) $!O%&, 00# ;S9O<
Steven 06 (allen, #OO1#"O, S0"#) 'T!&!"SS, "'#6 ;S9O<
Alan Schechter, Senior *ice &resident, 9B 0"M"T5 00# ;S9O<
$a,riel 9eder, Analyst, 9B 0"M"T5 00# ;S9O<
!o.er ArMoon, 5irector, /"'5%JA #A&"TA0 A5*"SO!S ;S9O<
Ja2es 0each, &resident, 0A#/ 9AM"0: /O05"'$S ;S9O<
!ichard !ankin, 5irector, AT/'%M #A&"TA0 00# ;S9O<
0isa Miller, 5irector, "'S%!AT"* &!M"%M 9"'A'# ;S9O<
Ji2 "srael, *ice &resident, "'$0S"5 "'*STO!S ;S9O<
Bruce (atts, Senior Mana.in. 5irector, (ATTS $0OBA0 00# ;S9O<
'ick 0eap, Mana.in. 5irector, '"#AS $!O%& ;S9O<
Shuva2 Bhau2ik, 9ounder1Mana.in. &artner, SB "'*STM'T &A!T'!S ;S9O<
John Bhakdi, #O, "2= 1 B/A)5" S9O ;%S<
Ste3an Miller, Mana.in. 5irector, O05 #"T: "'*STM'T &A!T'!S 00# ;S9O<
5avid (eiss, #hie3 "nvest2ent O33icer, !B0 !B0 #A&"TA0 ;S9O<
#hristopher #larke, &resident, S):#0A!) 'T!&!"SS ;S9O<
John $rGy2ala, Trustee, )O%!" 9AM"0: T!%ST ;S9O<
Michael 5anov, &ort3olio Mana.er, SB& MA'A$M'T ;S9O<
'ancy 5erene SeltGer, &rincipal, 5!' 9AM"0: O99"# ;S9O<
Josh !oach, Mana.in. 5irector, &/" $!O%& #A&"TA0 ;S9O<
Ja2es /oover, Mana.in. Me2,er, 5A%&/"' #A&"TA0 &A!T'!S ;S9O<
#hris !eese, &rincipal, !S 9AM"0: O99"# ;S9O<
Je33 Taylor, #O, #0A:TO' &A!)! ;S9O<
Stephen Braun, Senior *ice &resident, J6" )"S0A) "'#6 ;S9O<
llen !ankin, 9a2ily Me2,er, AT/'%M #A&"TA0, 00# ;S9O<
Su,has 0e4is, 5irector, "'9"'"T: $0OBA0 #A&"TA0 ;S9O<
Terry 0au.hren, Mana.in. 5irector, T/ 0A%$/!' $!O%& ;S9O<
!yan 0au.hren, Junior Mana.in. &arnter, T/ 0A%$/!' $!O%& ;S9O<
/o4ard #ooper, #O, #OO&! 9AM"0: O99"# ;S9O<
'eil #ohen, 9ounder 8 Mana.in. &artner, #O/' 9AM"0: O99"# ;S9O<
Ti2 Baker, &resident 8 #O, T"MO'"! 9AM"0: O99"#, 0T56 ;S9O<
$re. !o.ers, 9ounder, !A:0"$' A5*"SO!: ;S9O<
$udrun ?oeller, &rincipal, T/ #/ATT!J $!O%& ;S9O<
5arren Mattinson, Associate, A!J ST!AT$: &A!T'!S, 00# ;S9O<
John Tenet, Senior Analyst, A00' A'5 #OM&A': 00# ;S9O<
9elipe Trevino, Mana.in. &artner, BAMO'T 9AM"0: O99"#, 00# ;S9O<
0eeana S2ith-!yland, #hie3 9inancial O33icer - /ead o3 9a2ily O33ice, !OO9TO& *'T%!S,
00# ;S9O<
Brian /ealy, Senior *ice &resident, T/ #O''00 #OM&A': ;S9O<
"ra &erl2uter, Mana.in. 5irector, TL >%"T: &A!T'!S 00# ;S9O<
Ja2es Meyer, &rincipal, 5!A$O' T!%ST 9AM"0: O99"# ;S9O<
!ussell Jaco,son, Mana.in. Me2,er, JA#OBSO' #A&"TA0 ;S9O<
)ursat vcil, *ice &resident, 'TT#O!& ;S9O<
/e2a *irani, 9a2ily O33ice +ecutive, MO5" ;S9O< !A'$A#/A!" ;S9O<
Susan #ooper, &rincipal, #OO&! 9AM"0: O99"# ;S9O<
$re. /i,,s, Mana.in. 5irector, #A'' #OM&A': ;S9O<
Ji2 Scha3le, #9O, /A5>%A!T!S 9A!M ;S9O<
Marten )ayle, Mana.in. 5irector, B%S0 "'T!'AT"O'A 00# ;S9O<
Michael 5urkin, 5irector, ONB!"' 9AM"0: O99"# ;S9O<
!aMat Jain, Me2,er, A!J ST!AT$: &A!T'!S, 00# ;S9O<
ileen Ale+anderson, #O1#"O, 0:S"%M MA'A$M'T ;S9O<
#hristian $ude3in, Mana.in. 5irector, T/ #O'9"5AS $!O%& %SA, "'#6 ;S9O<
5e,rah 0ee #haratan, &rincipal, B#B &!O&!T"S, 00# ;S9O<
!o,ert Maroney, 9ounder and Mana.in. Me2,er, #O''#T"#%T "'*STM'TS 00# ;S9O<
0ee 0o4icki, Associate, A# 8 #OM&A': ;S9O<
5aniel Shkolnik, 9a2ily O33ice !epresentative, A!):O' "'*STM'TS ;S9O<
Brandon Blu2, 9a2ily O33ice !epresentative, A!):O' "'*STM'TS ;S9O<
Multi-3a2ily O33ices:
Aviva &into, 5irector, /"$/0"' (A0T/ MA'A$M'T ;M9O<
0aurent !ou+, &rincipal, $A00AT"' (A0T/ MA'A$M'T, 00# ;M9O<
Andre4 &itcai2, 9a2ily #hair #ouncil, &"T#A"!' ;M9O<
#hristy #onners, 9a2ily O33ice +ecutive, $!'(A: 9AM"0: O99"# ;M9O<
Brett !u,inson, &artner, *!"TAB0, 0& ;M9O<
Brendan /olt 5unn, #O, /O05%' 9AM"0: O99"# ;M9O<
!icky 'ovak, $eneral #ounselI !eal state 8 Ta+ Advisor, T/ ST!AT$"# $!O%& O9
#OM&A'"S ;M9O<
(illia2 &usey, Senior (ealth Advisor 8 &ort3olio Mana.er, )0 &O"'T A5*"SO!S ;M9O<
#hristopher 9ine,ur., #9A, 5irector, $!:#O%!T 8 #O6, "'#6 ;M9O<
J6 &eyton #arr, Mana.in. 5irector, ):STO' $0OBA0 &A!T'!S ;M9O<
Tho2as Moore, 5irector, $!:#O%!T 8 #O6 ;M9O<
5ou. O,ey, &resident 8 #hie3 +ecutive O33icer, )A!MA A5*"SO!S ;M9O<
5avid /op3en,er., &resident, *6T6S6 ;M9O<
Martha 9lin., 9ounder, 5!A) 0"BB: 9AM"0: O99"# A5*"SO!S 00# ;M9O<
Betty Andrikopoulus, *ice &resident, ("00O( ST!T 9"'A'#"A0 S!*"#S ;M9O<
Tricia Overdyke, *ice &resident, ("00O( ST!T 9"'A'#"A0 S!*"#S ;M9O<
Bar,ara J6 /oe3t, &resident, ("00O( ST!T 9"'A'#"A0 S!*"#S ;M9O<
Juan Meyer, +ecutive *ice &resident, $'S&!"'$ 9AM"0: O99"#S, 00# ;M9O<
laine )in., 5irector o3 9a2ily $overnance and ducation, ( 9AM"0: O99"#S ;M9O<
Andre4 Mehalko, 9ounder, #hie3 "nvest2ent O33icer, AM $0OBA0 9AM"0: "'*STM'T
O99"# ;M9O<
!alph /e33el2an, 9ounder 8 #O, "'T!'AT"O'A0 #A&"TA0 MA'A$M'T #O!& ;M9O<
$lenn Murray, &ort3olio Mana.er, #O*'A'T #A&"TA0 MA'A$M'T ;M9O<
0orraine $eor.e-/arik, 9oundin. &artner, /&M &A!T'!S ;M9O<
#hris Batti3arano, #hie3 "nvest2ent O33icer 8 &artner, &A0M >%"T: 00# ;M9O<
#hris $reer, &rincipal, $!! A'5!SO' #A&"TA0 ;M9O<
#hristopher Ber.en, &rincipal, $!! 8 ASSO#"ATS ;M9O<
Joseph (6 !oskos, &resident, 91B1O S!*"#S, "'# ;M9O<
!hona *o.el, #O 8 9ounder, *O$0 #O'S%0T"'$ ;M9O<
$eni !oskos, &artner, 91B1O S!*"#S, "'# ;M9O<
#arol &epper, &resident, &&&! "'T!'AT"O'A0 ;M9O<
!ick Mc5onald, Mana.in. &artner, %6S6 A5*"SO!: $!O%& ;M9O<
0indsey !adi.an, Analyst, &A0M >%"T: ;M9O<
Joan Malloy, Manain. &artner, $!'(A: 9AM"0: O99"#, 00# ;M9O<
&aul *o.el, &resident and #O, A!$OS &A!T'!S, 00# ;M9O<
5an 9loershei2er, Me2,er, S%BSTA'T"A "'*ST A$ ;M9O<
5avid %2,richt, &ort3olio Mana.er, T%!T0 #!) "'*STM'T A5*"SO!S ;M9O<
$ene Miller, 5irector o3 9a2ily O33ice Services, (ST&O!T !SO%!#S ;M9O<
Ji2 Bertles, Mana.in. 5irector, T"5MA'' (A0T/ MA'A$M'T, 00# ;M9O<
liGa,eth )ra2er, Mana.in. 5irector, (STM"'ST! #A&"TA0 ;M9O<
5avid 0ynch, 5eputy #hie3 "nvest2ent O33icer, AT/'A #A&"TA0 A5*"SO!S 00# ;M9O<
Michael 9el2an, &resident, MS9 #A&"TA0 A5*"SO!S ;M9O<
'eel Tiku, 0ead Advisor - Asset Allocation Strate.ies, &A) 9"'A'#"A0 MA'A$M'T ;M9O<
5avid Tho2pson, Mana.in. 5irector, /"$/MO%'T #A&"TA0 ;M9O<
$re.. 9ortune, Mana.in. Me2,er, #5A! B!OO) 9"'A'#"A0 &A!T'!S, 00# ;M9O<
Andre4 5ou.lass, Senior *ice &resident, T"5MA'' (A0T/ MA'A$M'T, 00# ;M9O<
5avid 9ord, #o-3ounder And Mana.in. &artner, $ATMO! #A&"TA0 MA'A$M'T ;M9O<
Anne 9ord, !esearch Analyst, $ATMO! #A&"TA0 MA'A$M'T ;M9O<
0auren )arp, Mana.in. 5irector, #/A0)ST!AM #A&"TA0 $!O%& ;M9O<
)irk #hishol2, (ealth Mana.er 8 &rincipal, '%A A5*"SO!S, 00# ;M9O<
)en )ilroy, #O, Trailhead A5*"SO!S ;M9O<
Je33 To2asulo, Mana.in. &artner, B0&O"'T ;M9O<
Marty 0aco33, &rincipal, B0&O"'T ;M9O<
Brian (alsh, &artner, /"$/MO%'T #A&"TA0 ;M9O<
5avid Beck4ith, #hie3 "nvest2ent O33icer, !"'T ;M9O<
Joseph Meyer, &resident, STAT"M /O05"'$S, "'#6 ;M9O<
Arthur #6 SalGer, #hie3 +ecutive O33icer 8 #hie3 "nvest2ent O33icer, 'O!T/0A'5 (A0T/
MA'A$M'T ;M9O<
5anielle (hite, *ice &resident, /"00*"( #A&"TA0 A5*"SO!S, 00# ;M9O<
#hristopher Shepherd, &artner, S/&/!5 )A&0A' 00# ;M9O<
#onsultants:
)i2,erly #louse, #O 8 9ounder, *ia $lo,al Advisors
Ti2 '., Mana.in. 5irector, #0A!B!OO) "'*ST"'$ #O'S%0TA'TS
lliott (islar, #O, #0A!B!OO) $0OBA0 A5*"SO!S
Michael Mahoney, Mana.in. 5irector, #0A!B!OO) $0OBA0 A5*"SO!S
&aul Troup, +ecutive *ice &resident, #A00A' ASSO#"ATS
)athy Boyle, #9&, &resident 8 9ounder, #/A&"' /"00 A5*"SO!S, "'#
Jose Maria #arretero, O4ner, %0T!A /"$/ 'T (O!T/ A5*"SO!S
)ir,y !osplock, 9ounder, TAMA!"'5 &A!T'!S "'#6
Michael &o2pian, &artner and 5irector o3 &rivate (ealth &ractice, M!#!, 00#6
0inda Mack, &resident and 9ounder, MA#) "'T!'AT"O'A0, 00#
Ja2es !ose,ush, 9ounder and #O, T/ (A0T/ 8 9AM"0: MA'A$M'T $!O%&
Bill &odd, &resident 8 +ecutive 5irector, 0A'5MA!) A'$0S "'#6
5avid %pson, Mana.in. 5irector o3 /ed.e 9und !esearch, &artner, #T# #O'S%0T"'$
Jason Schar32an, Mana.in. &artner, #O!$'T%M #O'S%0T"'$, 00#
Jay 0ivnat, &rincipal, M!#!
!yan /okanson, Senior Associate, M!#!
Je33 Balash, #O, #OMSTO#) "'*STO!S 00#
Ti2 0yons, Mana.in. 5irector, 0O' A$0 #A&"TA0, 00#
Michael $ru,er, Mana.in. 5irector, #O!'!STO' A'$0S
Andre4 &arillo, &resident 8 9ounder, '(&O!T #A&"TA0 A5*"S!S, "'#6
"ra !apaport, Mana.in. Me2,er 1 #O, '( '$0A'5 &!"*AT (A0T/ A5*"SO!S
Bill 0on., Mana.in. 5irector, T/ !T/"') $!O%&
!ick 0ie,2an, #hie3 "nvest2ent O33icer, B!"$/T0"' #O'S%0T"'$
0arry /ay4ard, #o-9ounder15irector, #O!'!STO' A'$0S
5ou. /ood, 9ounder, "M&A#T9%0 9AM"0: #O'*!SAT"O'S
Tho2as Bronner, Mana.in. Me2,er, T/ !'A"SSA'# $!O%&, 0606#6
John 0innartG, O4ner, 9ounder, 0"''A!T? 8 ASSO#"ATS, 00#
5avid *errill, 9ounder1Mana.in. 5irector, /%B A'$0S "'*STM'T $!O%&, 00#
)er2it #laytor, 9ounder1&rincipal, )"'$S MO%'TA"' #A&"TA0 $!O%&, 00#
Joseph #arlani, "nvest2ent Advisor, T/ !'A"SSA'# $!O%&, 0606#6
'ola )uli., &rincipal, )%0"$ 9"'A'#"A0 A5*"SO!S
0aura /ovas, 5irector, &O!TA$ A5*"SO!S
Sasha Jensen, Mana.er Selection, $A!5'"A (A0T/ MA'A$M'T 0T56
Matt 0enehan, #o 9ounder, '(&O!T &!"*AT &A!T'!S
Bennett 5e.en, Mana.in. Me2,er, 5$' A0T!'AT"*S, 00#
Jonathan #hesshire6, 5irector, #0A!B!OO) $0OBA0 A5*"SO!S
rich /ickey, &resident, S&O%T"'$ !O#) #O'S%0T"'$
)atie Tho2as, *ice &resident o3 "nvest2ent Advisory, M"00 #!) #A&"TA0 A5*"SO!S, 00#
)evin )eatin., &rincipal, M"00 #!) #A&"TA0 A5*"SO!S, 00#
Susan Schoen3ield, #O and 9ounder, (A0T/ 0$A#: A5*"SO!S 00#
!onen Sch4artG2an, 9ounder 8 #O, T' #A&"TA0 A5*"SO!S 00#
Bar,ara /auser, $lo,al 9a2ily Advisor, BA!BA!A ! /A%S! 00#
5avid /y2an, #9A, &rincipal, 5irector o3 #onsultin. Services, M!#!
5avid T6 '.uyen, &rincipal, SA"$O' 9"'A'#"A0 $!O%&, 00#
*ictoria *ysotina, 9ounder, ** ST!AT$"# $!O%&
5onald !oss, Mana.in. 5irector, (A"'(!"$/T "'*STM'T #O%'S0
'atasha &earl, #O and 9ounder, ASTO' &A!0
Arthur 5o.lione, &resident, A0&/A 9"5%#"A!:
#hris !oy, 5irector, #lient Advisory $roup, ("'5!OS A5*"SO!S
5eva &ana2,ur, 9ounder, SA!S", 00#
&atrick O7'eill, Mana.in. &artner, $0'!"*! A5*"SO!S 00#
SanMay Bhar4ani, #O, !"S) A5*"SO!S "'#6
!o,ert (ood, Mana.in. 5irector, !"S) A5*"SO!S "'#6
'icholas !otello, Mana.in. 5irector 8 9ounder, S*' T(O &A!T'!S
'ancy !ose,usy, 5irector, T/ (A0T/ A'5 9AM"0: O99"# MA'A$M'T $!O%&
!akesh Bhar.ava, #hair2an, B0% S&!%# $0OBA0 A5*"SO!S
Ja2es Atcheson, *ice &resident, &O!T9O0"O A5*"SO!S 00#
9ernand Schoppi., &resident, 9S ASSO#"ATS
ndo42ents and 9oundations:
!ay Mathieu, Board 5irector, %niv o3 !hode "sland 9oundation
Ada2 Braun, 9ounder, &'#"0S O9 &!OM"S
Me.an O7#onnor, 5irector o3 5evelop2ent, &'#"0S O9 &!OM"S
Ji2 #outre, &artner, T/ &/"0A'T/!O&"# "'"T"AT"* ;T&"<
)atherine !osFueta, 9oundin. +ecutive 5irector, #'T! 9O! /"$/ "M&A#T
&/"0A'T/!O&:
&aul )an., &resident1#"O, Me2,er o3 the "nvest2ent #o22ittee, #%!T"S1A0TA#A&1SO'$
T!%ST
John SchaetGl, Senior Advisor, T/ B"00 A'5 M0"'5A $ATS 9O%'5AT"O'
Sonal Mahida, %S 'et4ork Mana.er, &!"'#"&0S 9O! !S&O'S"B0 "'*STM'T
Ji2 #arr, +ecutive *ice &resident, /A!5"'$ %'"*!S"T:
Stephen Brackett, Trustee, B!A#)TT 9AM"0: 9O%'5AT"O'
Stan 9un., "nvest2ent #o22ittee Me2,er, %'"*!S"T: O9 MASSA#/%STTS 9O%'5AT"O'
Mark )er4in, 5eputy 5irector and #9O, M%S%M O9 9"' A!TS
John #astrucci, 5irector, T/ A#O!' 9O%'5AT"O' 9O! T/ A!TS A'5 S#"'#S, "'#6
$eor.e (inn, *ice &resident, AST#/ST! S#/OO0 9O%'5AT"O'
Beata &udelko, Assistant Treasurer, '( (O!05 9O%'5AT"O'
Stephanie 0eder2an, +ecutive 5irector, AM!"#A' 95!AT"O' 9O! A$"'$ !SA!#/
;A9A!<
Shelley Binder, Senior 5irector o3 &hilanthropy, AM!"#A' 95!AT"O' 9O! A$"'$
!SA!#/ ;A9A!<
5avid &lants, #"O, $!A# #OTTA$ 9O%'5AT"O'
Seth $ins,er., &resident, $0OBA0 /A0T/: 0"*"'$ 9O%'5AT"O'