ALM’s Strategic Research Institute Announces Private Family Offices – East Coast Conference

NEW YORK– LAWFUEL –ALM’s Strategic Research Institute today announced plans for its annual Private Family Offices – East Coast conference, to take place May 14-15 at the Château Élan Winery & Resort in Braselton, Georgia. The two-day conference will focus on strategies for maximizing returns while minimizing risk, through alternative investments. Breakout sessions on the second day will explore opportunities in the hedge fund, private equity and real estate sectors. The conference is targeted primarily to single and multi-family offices and their CIOs, CEOs and senior investment fiduciaries, as well as to supporting service professionals in the finance industry. Complete conference agenda and details are available on the Web at

Key topics to be explored at the conference will include: “Mission Related Investing: Leveraging Philanthropic Impact by Integrating Your Foundation’s Mission with Its Investment Objective”; “Don’t Lose the Money! Challenges of the CIO in Uncertain Markets”; and “Synthetic Asset Management.”

Dr. Aaron S. Gurwitz, managing director and co-head of portfolio advisory services for Lehman Brothers will speak on “Emerging Issues in Family Asset Allocation: Hard Questions for Chief Investment Officers.” Garnett L. Keith, chairman and CEO of SeaBridge Investment Advisors, LLC will present “A Global Macro Perspective on Asset Allocation.”

Each morning, the conference will feature a closed-door breakfast for families and family office executives, providing a private networking and discussion opportunity for these attendees. These sessions will be moderated by Ward S. McNally, president and CEO of McNally Capital, LLC.

For additional conference information, or to register, please contact Dennis Howell at (202) 870-9028, e-mail [email protected] or visit

The Strategic Research Institute is part of ALM’s Conference and Trade Show Division, one of North America’s largest producers of educational and networking events for business leaders and the legal profession. The division offers more than 200 conferences and two leading industry tradeshows annually, on a broad range of topics.

ALM is a leading integrated media company, focused on the legal, real estate and business communities. ALM currently publishes 33 national and regional magazines and newspapers. Other ALM businesses include online, book and newsletter publishing, market research and content distribution. More information on ALM is available at ALM is an Incisive Media company.

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