Family Wealth Report Asset Allocation Summit 2016

Steering families through tides of low returns  

Family Wealth Report is excited to announce our inaugural Asset Allocation Summit on September 21, 2016 in New York City. The event is part of a series of thought-leadership events organized by FWR in New York over the past four years.

Asset allocation stands at the heart of the wealth management conversation, informed by and informing so many of a family’s financial questions: How much will we have? How much risk can we tolerate? What goals should we plan for? But today, with slowing global growth, meager market returns, and heightened political risk (including the prospect of higher taxes), the allocation process has gotten simultaneously more important and more difficult.
At our Summit we will explore these questions and some proposed solutions, led by the industry’s leading thinkers on markets, asset classes, tax planning, and other topics.

Who should attend:

  • Chief Investment Officers
  • Family Office Principals
  • Portfolio Managers and Directors
  • Investment Committee Members
  • Investment Consultants and Advisors
  • Investment Analysts
  • Heads of Private Clients
  • Relationship Managers
  • Private Bankers
  • Financial Planners


Date and Time

Date: Wednesday 21st September - 2016
Time: 8:00 am – 6:00 pm


The University Club – New York

Address: The University Club of New York, One West 54th Street, New York, NY 10019

About our Sponsors



Arthur Bavelas

Founder, CEO

Bavelas Group Family Office and Family Office Insights

As an entrepreneur, author, and family office investor, Arthur Bavelas is a pioneer in developing one of the first private opportunity peer review networks for investors within the family office […]

Avi Sharon

Executive Vice President and Product Strategist


Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

Candice Beaumont

Managing Director

L Investments

Candice Beaumont is a Managing Director who runs L Investments, a single family office with a vast portfolio of public and private equity that is primarily focused on commodities and […]

Carol Schleif

Deputy Chief Investment Officer of Asset Management

Abbot Downing

Carol is the Deputy Chief Investment Officer of Asset Management for Abbot Downing where she is a member of the Abbot Downing Asset Allocation and Editorial Advisory Committees.  Carol was […]

Charles Melchreit

CFA – Senior Vice President, Director of Investment Grade, Portfolio Manager

Pioneer Investments

Charles Melchreit is Director of Investment Grade Portfolio Management at Pioneer Investments and a Portfolio Manager on the Pioneer Insurance Linked Securities (ILS) Interval Fund team. He is also a […]

David Teten

Venture Partner

Coolwater Capital

David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha […]

Diane Giles

Senior Vice President, Business Development Executive

Marsh Private Client Services

As a Business Development Executive with more than 35 years of personal insurance experience, Diane Giles provides expert insurance consultation, advice, and advocacy to corporate executives, business owners, family offices, […]

Elijah Duckworth-Schachter


Point One Percent

Elijah handles the investments for his family and is a partner in Point One Percent, a branding firm that specializes in the wealthiest .1% of the population.   Elijah also […]

Evan Beard

National Art Services Executive

U.S. Trust

Evan Beard is the National Art Services Executive with U.S. Trust, Bank of America Private Wealth Management. Headquartered in New York City, Evan leads the bank’s outreach to private and […]

Harris S. Fried


The Fried Family Office

Harris S. Fried was educated at the University of Florida (BSBA), The School of Law, Emory University (JD), The School of International Affairs, Columbia University (Master’s in International Affairs) and […]

Ivan A. Sacks


Withers Worldwide

Ivan Sacks is a private client lawyer and trusted advisor to international and domestic families of significant wealth. He became global Chairman of Withers Worldwide in July 2013. Ivan is […]

Jamie McLaughlin

Founder and Chief Executive

J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, […]

Jay C. Judas

Managing Director and Partner

Crown Global Insurance Group, LLC

Mr. Judas serves as the Managing Director and Partner for Crown Global Insurance Group, LLC, a leader provider of efficient investment-enhancement strategies and products for institutional investors, investment managers and […]

Jeffrey A. Levi


Casey Quirk by Deloitte

Jeff advises asset and wealth managers on a wide-range of complex strategic challenges. With over 12 years of experience in the asset and wealth management industry, Jeff’s focus includes strategic […]

John Apruzzese

Partner, Chief Investment Officer

Evercore Wealth Management

John is the Chief Investment Officer of Evercore Wealth Management, responsible for the firm’s market outlook and asset allocation policy. He has over 25 years of experience in managing balanced […]

Joseph W Reilly Jr

CEO and Founder

Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]

Kelly Westfall, CPA, CFA

Director of Investment Strategy Consulting

PKF O’Connor Davies

Kelly Westfall, CPA, CFA is Director of Investment Strategy Consulting at PKF O’Connor Davies, LLP specializing in investment manager/fund due diligence, equity and alternative managers and products, and allocation recommendations […]

Ken Kencel

President & CEO

Churchill Asset Management

Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market […]

Marc Rinaldi


PKF O’Connor Davies

Marc Rinaldi is the Partner-in-Charge of PKF O’Connor Davies, LLP Financial Services and Director of Investments, PKF O’Connor Davies Family Office. Marc is a leader in the fields of sustainable […]

Rebecca Patterson

Chief Investment Officer

Bessemer Trust

Ms. Patterson is chief investment officer for Bessemer Trust and a member of the firm’s Management Committee. Prior to joining Bessemer, Ms. Patterson worked at J.P. Morgan, as chief markets […]

Robert DiMella

Executive Managing Director

MacKay Shields

Robert joined MacKay Shields in July 2009 when the firm acquired the assets of Mariner Municipal Managers LLC. He was the President and co-founder of Mariner Municipal Managers from 2007 […]

Robert Wedeking

Chief Investment Officer

Geller Family Office Services, LLC

Robert Wedeking serves as the Chief Investment Officer of Geller Family Office Services, LLC, setting the strategic direction that guides all investment management decisions for clients. He is responsible for […]

Ryan Levitt


Pomona Capital

Ryan joined Pomona Capital in 2007 and focuses on portfolio construction, investment analysis and deal sourcing for Pomona’s secondary fund of funds, primary fund of funds and co-investment businesses. He […]

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

Steven H. Hirth

Founder and Principal

S.H. Hirth and Associates

Steven H. Hirth is the Founder and Principal of S.H. Hirth and Associates, an international merchant banking boutique modeled after pre-World War II traditional European merchant banking families. As a […]

Thomas Carrier

Senior Managing Director


Thomas Carrier is a Senior Managing Director within the Multi-Asset Investing group, heading U.S. family capital, foundations & endowment, and large Registered Investment Advisor (RIA) investor channels aimed at helping […]

Thomas J Handler

Partner Chairman, Advanced Planning and Family Office Practice Group

Handler Thayer

Mr. Handler is an advanced planning attorney focused on taxation, estate planning, and business planning for executives, family offices, and family businesses. He has authored numerous professional articles and lectured […]

William Kennedy

Chief Investment Officer

Fieldpoint Private

Mr. Kennedy is the CIO of Fieldpoint Private, a wealth advisory and private banking boutique with offices in Greenwich, CT and New York.  Previously, he served as Global Director of […]