Past Conferences and Events
Family Office Metrics Special Briefing
Critical Issues Update
Mesirow Financial
Chicago
June 14th, 2010
We've convened this special briefing to address the some of the
most critical issues facing family office executives today:
- The uncertain global economic outlook
- The fear of SEC regulation of Family Offices
- The pressure to reduce costs of running the office while improving client service amid decreasing returns
- Accounting and reporting on complex ownership structures and asset allocations with out-dated systems and inefficient manual processes
Family Office Metrics OpsTech 10
Investment Operations and Technology Strategy
for the 21st Century Family Office
New York
September 22-23, 2009
Family Office Metrics OpsTech 9
Investment Operations & Technology Strategy for the 21st Century Family Office
November 17-18, 2008
New York, NY
Family Office Metrics OpsTech 8
Technology Solutions & Operations Strategy for the 21st Century Family Office
June 9-10, 2008
San Francisco, CA
Family Office Exchange Critical Issue Webinar
Safety 2.0: IT Security for the Family Office
March 26, 2008
Jon Carroll and Gerry Washburn presented best practices for Network & Systems, Data Exchange, Communications, and Content Management.
Family Office Metrics OpsTech 7
Technology Solutions & Operations Strategy for the 21st Century Family Office
November 12-13, 2007
New York, NY
Expanding the Opstech program to one and a half days, attendees had more chances to hear from the market-leading technology solutions providers in the exclusive Family Office Metrics Case Study© format that gives an objective overview of technology solutions. Also new to this program were a pre-conference partnership accounting workshop and sessions on Controlling Spreadsheets and Family Office Master Data Management.
Family Office Fundamentals
Presented in partnership with Wealthtouch University
June 27, 2007
The Princeton Club
New York, NY
This program is designed to provide essential information that is immediately relevant to your business. Topics include:
- Financial Markets Overview
- Tax Lot Accounting and Cost Basis
- Performance Measurement
- Asset Classification and Benchmarking
- Fixed Income Securities
- Alternative Investments
- Managing Client Expectations
Family Office Metrics OpsTech 6
Technology Solutions & Operations Strategy for the 21st Century Family Office
May 7, 2007
The Ritz-Carlton
San Francisco, CA
Family Office Metrics OpsTech 5
Technology Solutions & Operations Strategy for the 21st Century Family Office
November 13, 2006
Millennium Hotel
New York, NY
If you’re making a significant investment in technology, implementing a new technology solution or operations strategy or simply need to stay current…You need to attend!
Family Office Metrics OpsTech 4
Operations & Technology for the 21st Century Family Office
May 17, 2006
New York, NY
Family Office Metrics presents a private, small group workshop for family office executives considering implementing business process, software, or systems. The one day workshop will include an examination of the Family Office Metrics “21st Century Family Office Model.”
Family Office Metrics OpsTech 3 (with Family Office Exchange – FOX)
Technology Workshop & Vendor Showcase
July 18 -21, 2005
Chicago, IL
Family Office Metrics and Family Office Exchange co-produced a Family Office Technology Workshop. Jon Carroll spoke on “IT Benchmarking,” “Measuring Family Office Success” and presented a “Technology Solutions Market Update.” Elaine Spang led a panel discussion on “System Selection and Implementation” and Hugh Bagatelle presented “10 Steps for System Selection and Implementation.”
Family Office Metrics OpsTech 2
Family Office Technology Workshop
November 8, 2004
New York, NY
Family Office Metrics presented a second Interactive Dialog Series – “Tech 1.0,” a private, small group workshop for family office executives considering implementing new portfolio management, accounting, or reporting systems. The one day workshop included an in depth review and discussion of current and upcoming systems solutions for the family office and private fiduciary.
Family Office Metrics OpsTech 1
Operations Best Practices for the Family Office
March 24, 2004
New York, NY
Family Office Metrics presented the first Interactive Dialog Series - “OpsTech 1.0.” This small group session focused on two main challenges in the administration of a family office: network applications and business rules and operations.
External Events
First Annual High Net Worth/Family Office Symposium
Sponsored by CFA Society
of Philadelphia
October 15,2009
The Hub at Cira Center
Philadelphia, PA
Jon Carroll moderated a panel on "Tracking what you own and how it's doing".
For more information, click here
CFA San Francisco
June 3, 2009
ROC'08 Wealth Management in a Global Economy
December 2, 2008
The Times Center
New York, NY
Jon Carroll participated in the panel discussion: Delivering Information for Confident Decision Making: Leveraging People, Process & Technology.
IPI Year End Forum
December 10-11, 2008
The St. Regis Hotel
New York, NY
Jon Carroll spoke on the topic Family Office Technology: What Reports Should You Be Asking For?
In a recent survey of Family Office executives, reporting was identified as the critical component of decision-making and communication that has the most room for improvement. Going beyond standard investment portfolio and financial accounting reports, what other types of reports do successful family offices produce? This session will identify and review the top 12 reports used by the 21st Century family office to manage and inform.
Wilmington Trust Knowledge Forum
Demystifying the Family Office
April 29, 2008
New York, NY
Jon Carroll presents Key Considerations When Structuring a Family Office
Hedge Invest
March 8, 2008
Milan, Italy
Web: www.hedgeinvest.it
Jon Carroll presents on hedge fund involvement by Family Offices in the United States.
Florida Family Office Forum
Bi- Annual meeting
March 5-6, 2008
Amelia Island, FL
Jon Carroll presents on Technology & Operations Components, Choosing Technology Platforms and Enterprise Architecture for Family Offices
The Metropolitan Circle
Meeting
June 19, 2007
New York, NY
Jon Carroll presents on Technology & Operations Components and Choosing Technology Platforms for Family Offices.
PALS
Meeting
March 21, 2007
San Francisco, CA
Jon Carroll presents on Technology & Operations Components and Choosing Technology Platforms for Family Offices.
Institute for Private Investors
Investor Roundtable
March 1, 2008
New York, NY
Jon Carroll presents
Northern Trust Wealth Management Group
2007 Family Financial Forum
February 14, 2007
Naples, FL
Jon Carroll presents Prudent Process, Service Quality & Technology: Measuring Success in the Family Office.
The Metropolitan Circle
Phone Conference
October 17, 2006
New York, NY
Jon Carroll presents on Technology & Operations Components and Choosing Technology Platforms for Family Offices.
Ferrell Law/Citibank
International Wealth Management Summit
September 12, 2006
Miami, FL
Jon Carroll presents on the steps involved in Creating a Family Office.
Institutional Investor
The 4th Annual Integrated Wealth Management Forum
September 18-20, 2006
New York, NY
Web: http://www.iievents.com/event_details.asp?eventID=610850&awd=FALSE
Jon Carroll & Paul McKibbin present family office technology selection and implementation case studies.
Financial Events International
The 1st Annual Family Office & Wealth Preservation Conference
September 21-22, 2006
Geneva, Switzerland
Jon Carroll & Steven Draper present an overview of the best family office technology in the US, UK, and EU.
Management Global International
The 7th Annual Global Family Office Conference
September 25-27, 2006
Geneva, Switzerland
Web: www.mgi-direct.ch/
Jon Carroll presents Benchmarking Your Family Office Operations.
Institute for International Research-UK (IIR)
Family Office 2006
July 18-19, 2006
London, UK
Jon Carroll chaired this family office forum.
Financial Research Associates, LLC
THE 5TH ANNUAL FAMILY OFFICE SYMPOSIUM
April 23-25, 2006
Aventura, FL
Jon Carroll presents End-to-End Wealth Management: Streamlining Workflow
Institute for International Research (IIR)
13th Annual Family Office Forum
June 12-14, 2006
Chicago, IL
Jon Carroll presents How to Benchmark Your Family Office.
Strategy Institute
10th Annual Marketing Wealth Management Services to High Net-Worth Individuals
April 11-12, 2006
Toronto, ON
Jon Carroll presents Marketing to High Net-Worth Families: Strategies you need to Develop and Maintain for this Unique Sector of the Market
Institute for International Research (IIR)
Family Office Management
January 31-Febraury 2, 2006
Coral Gables, FL
Together with Petrina Dolby of Capgemini, Jon Carroll presents a paper on benchmarking the financial performance of family offices that outsource services.
Financial Research Associates (FRA)
Family Office Business Operations
July 25-26, 2005
New York, NY
Along with Suzanne Curry, Shelterwood Financial Services, and Debbie Feinberg, Atlantic Capital, Jon Carroll discussed “Synching Technology with Core Family Office Operations” on a panel moderated by Tania Neild of Private Client Resources.
Institute for International Research (IIR)
12th Annual Family Office Forum
June 6-8, 2005
Chicago, IL
Jon Carroll co-chaired this three day industry forum along with Fredda Herz Brown of the Metropolitan Group.
Management Global Information (MGI)
3rd Annual Global Family Office Conference
April 26-28, 2005
New York, NY
Jon Carroll moderated a panel of family office chief financial officers, including Linda Ligouri, John Lang Inc, and Evelyn Yanatos, Mannheim LLC in a discussion on “Benchmarking Family Office Financial Performance.”
Management Global Information (MGI)
1st Annual Family Business & Family Office in Germany
March 9-11, 2005
Munich, Germany
Jon Carroll and Daniel Sauer, Luserve AG presented a full day pre-conference workshop entitled “The Operational Family Office and its Reporting Requirements.”
Institute for International Research (IIR)
Family Office Management
January 24-25, 2005
Coral Gables, FL
Jon Carroll co-chaired the event along with Marcia Witt, Asset Management Advisors.
Management Global Information (MGI)
5th Annual Family Office Conference
September 27-30, 2004
Geneva, Switzerland
Jon Carroll presented his latest research on the application of successful business practices in the family office.
