Inspire. Connect. Rejuvenate.

Context Family Network is pleased to announce that the Annual Member Retreat will be hosted at the Montage in Laguna Beach, California.

The Annual Member Retreat is an exclusive opportunity to interact and learn from the brightest minds in business. We welcome you to join us for a dynamic agenda filled with inspiring content and fun activities designed specifically for family offices and their executives.

Registration is limited, be sure to reserve your spot today.

AGENDA

 

 

Sunday, October 28, 2018


  2:00 pm

Registration opens

  2:00 pm

Morning workout

These will include activities such as hiking tours, golf, kayaking, cooking/wine pairing and target shooting to name a few!

  6:30 pm

Welcome cocktails

  7:30 pm

Welcome dinner

Monday, October 29, 2018


  7:00 am

Morning workout

Vinyasa yoga with the rising sun

  8:30 am

Registration & breakfast

  9:30 am

Welcome remarks & program introduction

Ron Biscardi
Chief Executive Officer
Context Capital Partners

  9:45 am

Opening keynote - Cyber Security Case Study, Kids in Social Media & Gaming

US Secret Service Special Agent

  10:30 am

Networking break

  11:00 am

Educator on family case studies

Michael Bennon
Managing Director
Stanford Global Projects Center

  11:45 am

Case studies group discussions

  12:45 pm

Networking luncheon

  2:00 pm

Networking activities

These will include activities such as hiking tours, golf, kayaking, cooking/wine pairing and targeting shooting to name a few!

  6:30 pm

Cocktail reception

  7:30 pm

Sunset dinner

Tuesday, October 30, 2018


  7:00 am

Morning workout

Beach boot camp

  8:30 am

Registration & breakfast

  9:30 am

Welcome remarks & day 1 recap

  9:45 am

Keynote Speaker - Families Who've Made Millions From Bizarre Business Ideas

Jane Wells
Special Correspondent
CNBC

This panel will allow participants to hear about:

  • Learn about rags to riches stories with bizarre twists
  • Listen to journeys to success filled with failures, rejections and stupidity
  • Inventions such as the Squatty Potty, MyPillow, BAKBlade, Guac-Lock and more

  10:15 am

Networking Break

  10:45 am

Panel:  The Next Wave of Innovation for Alternatives

Jeff Assaf
Senior Managing Director and Chief Investment Officer
ICG Advisors

John Culbertson
Chief Investment Officer
Context Capital Partners

Stephen L. Nesbitt
Chief Executive Officer
Cliffwater LLC

Moderated by

Ted Seides
Host of Capital Allocators Podcast

This panel will allow participants to hear about:

  • Investment opportunities for the future
  • Maintaining discipline in a high valuation environment with
  • Ensure  risk-adjusted returns when there is plenty of capital

  11:45 am

Roundtable discussions

  • How are asset class investors adjusting allocations?
  • Artificial intelligence
  • Impact investing - how do you measure value?
  • Family governance 
  • Successful transition plans from one generation to the next  

  12:45 pm

Lunch

  2:00 pm

Retreat Concludes

SPEAKERS

Jeff Assaf
Senior Managing Director and Chief Investment Officer, ICG Advisors

Read Bio

Michael Bennon
Managing Director, Stanford Global Projects Center

Read Bio

Ron Biscardi
Chief Executive Officer, Context Capital Partners

Read Bio

John Culbertson
Chief Investment Officer, Context Capital Partners

Read Bio

Stephen L. Nesbitt
Chief Executive Officer, Cliffwater LLC

Read Bio

Ted Seides
Host of Capital Allocators Podcast

Read Bio

Jane Wells
Special Correspondent, CNBC

Read Bio

Surprise Guest
US Secret Service Special Agent (Active)

Read Bio

NETWORKING ACTIVITIES

 

Morning Activities 

Vinyasa Flow Yoga

Let the breath lead your body, quietly guiding you inward as you are challenged with vigorous, dynamic sequences linking breath and movement. Internal head directs the physical body for a challenging transformation and greater consciousness.

Beach Boot Camp

Enjoy an exhilarating class on the beach. You will be put to the test through a series of intervals, sprints, pushups and stair climbing, finished with a hard-core abdominal workout.

Afternoon Activities 

Golf

Enjoy the California sun and sweeping views of the ocean with nine-holes of golf at Monarch Beach Golf Links. Rentals are included in this activity.

Cooking and Wine Pairing Class

Join us for a culinary experience and wine pairing revolving around preparation and presentation of hearty winter soups with creative accompaniments. Led by Montage chefs and sommeliers, the tutorial will provide insight on selecting the best ingredients and mastering cooking methodologies to prepare three different delectable winter style soups paired with wine.

Hiking Tour

The hills of Laguna provide just the right amount of challenge for hikers of all levels. Not to mention sweeping views of the ocean. An experienced guide will transport you to a nearby trail and teach you all about the local history and wildlife of the area.

Kayaking Tour

Get up close and personal with the Dana Point Harbor on a leisure kayak tour. Here you will have the opportunity to check out the nooks and crannies of the jetty, slip through the boat channels and basins, and even go outside the jetty and over to Doheny State Beach should weather permit. No experience is necessary. Lifejackets will be provided.

Self-guided Tour

Prefer a more adventurous way to experience Dana Point Harbor? Tour the Harbor at full-throttle with a jet ski. An instructor will give a quick safety tutorial on how to operate the jet ski. Then you will be let loose and take your jet ski out for a spin. Lifejackets and wetsuits will be provided.

Indoor Target Shooting

If you are looking to get your adrenaline pumping look no further than indoor target shooting. No experience is needed to engage in this activity. This activity will consist of a quick safety tutorial followed by basic shooting at the indoor range where Individuals will have the opportunity to handle a variety of firearms. The activity will conclude with team games where teams will compete using their shooting skills. May the best marksman win. All you will need is a valid government issued ID to attend.

 

UNITING FAMILIES

Context Family Network is dedicated to uniting families in a safe, collaborative environment to support leadership, professional development and philanthropy.

 

SPONSORED BY

 

Single Member Package
$500
Package includes:

Registration for a single member of a qualified family office

All cocktail events and meals

Access to activities listed on the agenda

Attendance to all sessions, panels and roundtables

Reduced room rate within hotel block

Group Member Package
$750
Package for both members includes:

Registration for 2 members for the same qualified family office

All cocktail events and meals

Access to activities listed on the agenda

Attendance to all sessions, panels and roundtables

Reduced room rate within hotel block

Manager / Sponsor
Please contact for more information

* Airfare and hotel accommodations are not included