The 4th Annual Gathering of Family Office Investors, Property Owners, & Real

Estate Developers

THE FAMILY OFFICE REAL ESTATE SUMMIT

April 10th, 2017 | Miami

The Family Office Real Estate SummitDear Colleague,Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers. Once again, we are hosting our annual Family Office Real Estate Summit at the University of Miami. The Real Estate Summit is your chance to network with 25+ family office speakers (and many more in attendance) and 300+ attendees.

WHO WILL BE SPEAKING:You will hear from more than 25 family offices through a mix of standalone presentations and intriguing panel discussions. If you have been to one of our conferences, you know that we are dedicated to featuring top institutional investors and family offices presenting on the most pressing topics, from allocation strategies to risk management and best practices for guarding wealth.

WHO WILL BE ATTENDING:Our conferences attract institutional investors, family office executives, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants. As always, family office executives are welcome to attend and take advantage of the free admission policy. Qualified family offices can sign up to attend for free here: http://FamilyOffices.com/FO

BENEFITS OF ATTENDING:The Real Estate Sumit is your annual opportunity to meet family offices, network with peers in the family office industry, gain valuable insights on the market, and build real relationships that move the needle in your business.

WHY REGISTER TODAY?This event sells out every year and seating is limited so register today to guarantee your spot. You can register online at http://FamilyOffices.com/Real or by giving us a call (305) 503-9077.

I look forward to seeing you at the Family Office Real Estate Summit,

Richard C. Wilson Founder & CEO Wilson Conferences|The Family Office Club (305) 503-9077328 Crandon Blvd. Ste. #223Key Biscayne, Florida 33149

• Build Your Real Estate Investor Network: Quickly add another dozen family offices andinstitutional investors to your relationship network, learn how they like to partner with otherinvestors and investment managers, and become more effective in quickly navigating the realestate allocator industry.

• Meet New Deal Partners: With an emphasis on networking, this conference is gearedtoward fostering new connections, building relationships, and ultimately getting deals done.

• Deepen Your Expertise: Learn directly from top real estate investors on how they allocatecapital, measure returns, mitigate risks, and exit their investments.

www.FamilyOffices.com/RealReservations (305) 503-9077

THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI

THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI

AGENDA

9:00

9:45

10:35

10:50

11:05

9:30

Passing Real Estate to the Next Generation Scott Baker, President - Perspecta Trust

Check-In, Catered Breakfast & Open Networking

Opening Remarks Richard C. Wilson - The Family Office Club

Delivering Returns and Managing Risk as a Multifamily InvestorTamara Laville, CEO, Alchemy Global Advisors

Panel Discussion: Multifamily: Family Offices on Buying and Managing Multifamily AssetsPanelists: Paul Gabrail (Select Investment Group); Irwin Boris (Confidential Family Office); Tom Watts (Watts Capital Partners); Jeff Klotz (Klotz Family Office)

Real Estate Markets that are Attracting HNW Family CapitalFadi Ephtimios, Financial Planner, Group RMC

Single Family Strategy in a Changing Macro Environment David Lindahl, Owner, Creative Success Alliance

Panel Discussion: Financing Focus: Securing Financing for a Real Estate AcquisitionPanel Moderator: Jared Oakes (Benesch)Panelists: Sasha Bernier (Cheltenham Investments); Stephen Cohen (The Standard Management Company)

Catered Lunch & Open Networking

9:15

12:00

8:00

Cocktail Reception & Open Networking

1:55

2:35

3:05

3:45

1:40

1:00

4:00

THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI

AGENDAPanel Discussion: Finding Hidden Value: Real Estate Investors on Overlooked Markets, Underutilized Strategies, and Underperforming Assets Panelists: Christopher Harrison (The Falconwood Corporation); Anthony Annino (Perspecta Trust); David Fisher (Bentley Capital)

How Does a Multi-Family-Office View Real Estate Investment in Their Client Portfolios Michael Nelson, Managing Partner, Eagle Bay Advisors

Panel Discussion: Preparing for the (Baby) Boom: Assisted Living and Long-Term Care FacilitiesPanelists: Doug Fullaway (FourteenPlus, LLC); Theodore O'Brien (The Miami Family Office); Russell Deakin (Brazil Family Office);

Panel Discussion: Value-Add: Insights into Improving Properties, Increasing Efficiencies, and Boosting NOIPanelists: James McKinney (McKinney Properties); Mitch Garrett (Trump Organization); Thomas Webb (Pebb Enterprises); Brian DeLucia (Arrivato)

Panel Discussion: Working Together: Setting Up Co-Investments and Partnering with Other Real Estate InvestorsPanelists: Carlos Imery (IP Family Office); Thomas Haug (Aspen Tree Advisory); Howard Cooper (Cooper Family Office); Kamil Homsi (GRC Investment Group)

Closing Remarks

THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI

SPEAKERS

Scott Baker Perspecta Trust

Steven CohenThe Standard Management

Company

James McKinneyMcKinney Properties

Carlos ImeryIP Family Office

Christopher S. Harrison The Falconwood Corporation

Anthony Ritossa Ritossa Family Office

Mitch Garrett Trump Organization

Michael NelsonEagle Bay Advisors

Jeff KlotzKlotz Family Office

David FisherBentley Capital

Anthony AnninoPerspecta Trust

Doug FullawayFourteenPlus, LLC

Irwin BorisConfidential Family Office

Jared OakesBenesch

Thomas HaugAspen Tree Advisors

Theodore O'BrienThe Family Office Club

THE FAMILY OFFICE REAL ESTATE SUMMITAPRIL 10TH | UNIVERSITY OF MIAMI

SPEAKERS

Paul GabrailSelect Investment Group

Tom WattsWatts Capital Partners

Russell Deakin Brazil Family Office

Richard WilsonThe Family Office Club

Sasha Bernier Cheltenham Investments

Howard Cooper Cooper Family Office

Jake Harris Harris Bay

Kamil HomsiGRC Investment Group

David Lindahl Creative Success Alliance

Brian DeLucia Arrivato, LLC

Thomas Webb Pebb Enterprises

Fadi EphtimiosGroup RMC

BOOKING FORM

DELEGATE 1

DELEGATE 2

BOOKING DETAILS

PAYMENT DETAILS

www.FamilyOffices.com

Charter Membership PassIncludes admission to all of our conferences and more benefits. ($299 Monthly)

The Family Office Real

Estate Summit

University of Miami

April 10th

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Single Admission

2017 Event Series

Other Ways to RegisterYou can register online at FamilyOffices.com/Real or by contacting us at (305) 503-9077.

1 Delegate - $995

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1 Delegate - $995 3 Delegates - $2,650

2 Delegates - $1,795 5 Delegates - $3,975

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The Family Office Real Estate Summit | April 10th | MIAMI