May 24, 2011 -- IVY Plus
Location: 2 Park Avenue, New York, New York
Herrick hosted an IVY Plus seminar on trends in family offices.
Topics discussed:
Value Investing
Tom Hudson, Founder and Portfolio Manager, Doubloon Capital
JC Kane, CEO and Founder, Lighthouse Point
Marketing Socially Responsible and Sustainable Investing
Jeffrey Barr, Chief Investment Officer, Azimuth Trust
Maxwell Drever, Chairman, Crossbeam Capital
Hard Assets and New Alternatives Investing
Robert Gendelman, Chief Investment Officer & Founder, RG Advisors
Josh Roach, Chief Investment Officer, Phi Group Capital
Non-Correlated Alternatives
Kris Carney, Former Director Investments and CIO, Dillon Trust and Keswick Management
William Patty, Portfolio Manager, Sentinel Fund
Irwin Latner, Parter, Herrick, Feinstein LLP
Family Office Direct Investing Into Hedge Funds
Nathan Troutman, Partner, Troutman Investments
Sean Sebastian, Chief Investment Officer, Birchmere Ventures, LLC
Robin Coady Smith, Managing Director, The Continuum
Strategies for Global Emerging Markets
Russell Deakin, Managing Director, Gruppo Kuhn
James Canales, Chief Operating Officer and Partner, Stonewater Capital
John Forry, Partner, Eisner LLP
Direct Family Office Investing Into Entrepreneurship and Continuous Innovation
Gabriel Baldinucci, Partner, Palm Ventures
Jim Peet, Partner, Tangent Capital
John Rogers, Partner, Herrick, Feinstein LLP
Global Macro
Vincent Sperandeo, Portfolio Manager, Alpha Financial Technologies
Joe Wade, Managing Director, Centennial Partners
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