PAST DISTINGUISHED SPEAKERS HAVE INCLUDED:
Patricia Angus
Founder and CEO
ANGUS ADVISORY GROUP
Paul N. Tice, JD, CFA, CPA
CIO
ARGOS INVESTMENT ADVISORS, LLC
Elliot Dornbusch
CEO and Founding Partner
CV ADVISORS LLC
Kristin Fafard
President and CIO
FEDERAL STREET ADVISORS
Glen Macdonald
SVP
HILLVIEW CAPITAL ADVISORS, LLC
Mark G. Reisbaum
Chief Endowment Officer
JEWISH COMMUNITY FEDERATION AND ENDOWMENT (JFNA)
Sandy Schnakenburg
Managing Partner
KRILICH COMPANIES (SFO)
Candice Beaumont
Managing Director
L INVESTMENTS (SFO)
J. Eric Lawrence
Managing Partner
MATTER FAMILY OFFICE
Richard Stone
President
PALM BEACH INVESTMENT RESEARCH GROUP (SFO)
Jeremy McIntosh
Director of Investments
ROGERS FAMILY OFFICE (SFO)
Alexander Stern
Managing Director
SPUDY & CO. FAMILY OFFICE GMBH
Beth Ann Bovino
Deputy Chief Economist
STANDARD AND POOR’S
R. McFall Lamm, Jr. Ph.D.
CIO
STELAC ADVISORY SERVICES LLC
Howard M. Weiss
SVP, Family Wealth Advisor
US TRUST
Maria Elena Lagomasino
CEO and Managing Partner
W.E. FAMILY OFFICES, LLC
Richard Johns
CIO
WLD ENTERPRISES (SFO)
