We welcomed industry professionals to our New York breakfast briefing which took place on November 13, and featured a panel led-discussion and informal networking opportunities with other industry pros.

Discussion points included:

• How will the growing institutionalization of the family office world shape the private investment space?
• How is this trend impacting on the allocation strategies of single- and multi-family offices?
• What is the best way to bolster and professionalize your family office infrastructure? How much should be looking at outsourced options for various functions?
• What role will technology play in modernizing family office operational capabilities?
• How should you be looking to evolve your model further-for example branching out to launch PE, hedge fund or mutual fund arms? Regional or global expansion?

Speakers:

Moderator Paul McMillan   Head of Editorial Content   Fund Intelligence	Blakely Page  Managing Partner & Chief Compliance Officer Spouting Rock	Matt Fleissig President Pathstone

Agenda:

08:30 Registration & networking breakfast
09:10 Introduction
09:15 Panel discussion
10:00 Questions
10:15 Close