January 27 – 29, 2020 

Member Retreat Miami 2020

Fontainebleau Hotel, Miami Beach, FL

CONNECT. INSPIRE. REJUVENATE.

The 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.

Network with Families 

Meet other single-family office members and their executives in a team-building environment.

Learn from the Experts 

Deep-dive into case studies and discuss in roundtables.

Engage in Activities 

The Retreat is not all work and no play – we have got some exciting and relaxing activities planned that we think you will really enjoy.  

Speakers

Ron Biscardi

Chief Executive Officer

Context Summits

Simone Sobel

Managing Director

Context Family Network

and Context Summits

Bridget Kilroy

Co-Founder and Executive Director

Context Family Network 

Michael Novogratz

CEO of Galaxy Digital and Former President of Fortress Investment Group

Mohamed A. El-Erian

Chief Economic Advisor

Allianz 

Gary Cohn

Former President and COO of Goldman Sachs 

Amanda Rice

Founder

The Chick Mission

Chieh Huang

Co-Founder and CEO

Boxed

John Baker

Chief Program Officer

WildAid

Kai Tao

Managing Member

ParkOne Capital

Jeremy Balkin

Best-Selling Author

“Investing With Impact”

James G. Dinan

Founder and CEO

York Capital Management 

Stephanie Kelton

US Economist and Professor Stony Brook University

Jonathan Farrar, CFA

Investments

Wesleyan University

Brooke Jones

Director of Investments

Carnegie Corporation

Andrew W. Gitlin

CEO, PAAMCO Launchpad

Neamul Mohsin

Deputy CIO

Oxford University

Shelley Rosensweig

Partner

Haynes and Boone

Rahul Moodgal

Partner, Investor Relations and Business Development

Parvus Asset Management

Steven Stein

Executive Director

SCS Noonan Scholars

Peter Borish

Investments

The Quad Group

Ron Bruder

Founder and Chairman

Education for Employment

Ravè Mehta

World-Renowned Musician and CEO of Water Ledger

John Culbertson

President & CIO

Context Capital Partners

Donna Snider

Managing Director

Kresge Foundation 

Josh Leonardi

Director

TD Securities

Panayiotis Lambropoulos

Portfolio Manager, CFA, CAIA, FRM

Employees Retirement System of Texas

Dr. Joseph E. Sweeney

Executive Director, Alliance for Decision Education

Agenda

Monday, January 27, 2020

  4:00 – 7:00 PM

Registration

Fleur De Lis Foyer

  6:00 – 9:00 PM 

Philanthropic Open House & Cocktails

Arkadia Pool

 

  6:30 – 7:00 PM 

A Private Discussion with Chieh Huang, Founder of Boxed

Arkadia Pool

 

 7:00 – 9:00 PM 

Welcome Dinner & Family Introductions

Arkadia Pool


Tuesday, January 28, 2020

8:00 – 9:00 AM 

Breakfast

Strip Steak


8:00 – 4:00 PM 

Registration

Fleur De Lis Foyer

 

9:00 – 9:30 AM 

Welcome Remarks & Introductions

Fleur De Lis

Bridget Kilroy | Executive Director, Context Family Network

Simone Sobel | Managing Director, Context Family Network and Context Summits

9:30 – 10:00 AM 

Artificial Intelligence: Technology Trends & Privacy Discussion

Fleur De Lis 

Kai Tao | Managing Member, ParkOne Capital

10:00 – 11:15 AM

Philanthropic Panel: Creating Impactful Giving Platforms

Fleur De Lis


John Baker | Chief Program Officer, WildAid

Ron Bruder | Founder and Chairman, Education for Employment

Amanda Rice | Founder, The Chick Mission

Steve Stein | Executive Director, SCS Noonan Scholars

Dr. Joseph E. Sweeney | Executive Director, Alliance for Decision Education

Moderated by:

Mike Wang | Partner, Building Impact


 11:15 – 11:45 AM 

How Automation Will Make Us More Human

Jeremy Balkin | Award-Winning Author of “Investing with Impact” 

 

 11:45 – 12:00 PM 

Networking Break

 

12:00 – 1:00 PM 

Finding Your Flow with Ravè Mehta


Ravè Mehta | World-Renowned Musician and CEO of Water Ledger


1:00 – 2:30 PM 

Lunch

Strip Steak

  

2:30 – 5:30 PM

 

Team Building Activities, including:

Top Golf

The premier Top Golf venue in Miami Gardens with fun point-scoring golf games for all skill levels, upscale food and drinks, music and more! Join us for a fun and competitive golf games with climate-controlled hitting bays and a chef-inspired food and drink menu.

Wynwood Tour

Miami’s Wynwood district has become a mecca for art lovers and culture seekers. Join us as we visit the neighborhood’s ‘Museum of the Streets,’ Wynwood Walls — an outdoor art exhibition featuring 50 artists from 16 different countries, spanning 80,000 square feet of wall.

Group Think Tank Workshop

A unique session led by experts Kent Moyer from the World Protection Group and Heather Richman from Defense Investor Network. Kent Moyer will lead everyone in a session on how to make yourself more private online and less exposed overall. Heather Richman will help you learn how to identify companies/technologies (deal flow) that are critical to national security yet also have a clear commercial use case/pathway (dual-use) for your companies and life. 

 

5:30 – 7:00 PM

 

Time of Leisure

 

7:00 – 8:00 PM

 

Cocktail Reception

Tropez Lawn 

8:00 – 10:00 PM

 

Dinner

Tropez Lawn 

Wednesday, January 29, 2020

 

Context Leadership Day

 

7:00 – 9:00 AM 

Breakfast

Sparkle West 

8:30 – 8:55 AM 

Presentation on Powerful Pitching & Memorable Public Speaking

Julie Galdieri | Founder and Principal, Loquent

 

9:00 – 9:15 AM 

Context Thought Leadership Day Welcome Remarks

Fontaine

Simone Sobel | Managing Director, Context Family Network

 

9:15 – 9:30 AM 

Context | 365 – Connecting the Alternative Investment industry Year Round

Fontaine

Ron Biscardi | CEO, Context Summits

 

9:30 – 10:00 AM 

Keynote Speaker: Michael Novogratz, Founder, CEO and Chairman, Galaxy Digital


Moderated by:

Katie O’Reilly | Executive Director, Milken Institute

Introduced by:

Patrick McCurdy | Managing Director, Wells Fargo


 

10:15 – 11:00 AM 

Modern Monetary Theory vs. Keynesian Debate

Fontaine 

Mohamed A. El-Erian | Chief Economic Advisor, Allianz

Stephanie Kelton | Professor of Public Policy & Economics at Stony Brook University

Moderated by:

John Culbertson | President & CIO, Context Capital Partners

Introduced by:

Shelley Rosensweig | Partner, Haynes Boone

11:00 – 11:30 AM 

Networking Break

Bleau Bar & Luster Gallerie 

 

11:30 – 12:15 PM 

Endowment and Foundation Allocator Roundtable

Fontaine 


Jonathan Farrar, CFA | Wesleyan University

Brooke Jones | Director of Investments, Carnegie Corporation of New York 

Neamul Mohsin | Deputy CIO, Oxford University Endowment Management

Donna Snider | Managing Director, Kresge Foundation

Moderated by:

Rahul Moodgal | Managing Director, Investor Relations and Business Development, Parvus Asset Management

Introduced by:

Leor Shapiro | Managing Director, Jefferies

 

12:15 – 1:15 PM 

Lunch and Networking

Glimmer Ballroom – 4th Floor 

 

1:15 – 2:00 PM 

Fireside Chat with Best Selling Author Molly Bloom


Interviewed by:

Ron Biscardi | CEO, Context Summits

Introduced by:

Beth Wiener, CPA | Partner, Alternative Investments, Marcum

 

2:00 – 2:45 PM 

Innovation and Technology Panel


Hector Hoyos | Chairman, CEO & CTO, Hoyos Integrity Corp

Thomas P. Bossert | Chief Strategy Officer, Trinity Cyber, Inc

Moderated by:

Gary Cohn | Former National Economic Council Director and Former President and COO of Goldman Sachs

 

2:45 – 3:15 PM 

Finding and Defining Emerging Hedge Fund Managers


Peter Borish | Chief Strategist, The Quad Group

Andrew W. Gitlin | CEO, PAAMCO Launchpad

Panayiotis Lambropoulos, CFA, CAIA, FRM | Portfolio Manager Employees Retirement System of Texas

Moderated by:

Peter Borish | Chief Strategist, The Quad Group

Introduced by:

Peter Tarrant | Head of Capital Introduction, BTIG

3:15 – 3:45 PM 

Networking Break 

Bleau Bar & Luster Gallerie

 

3:45 – 4:45 PM 

Context Accelerator

Fontaine 

Panelists:

Christopher Mitrovich | Director of Client Relations, Zais Group LLC

Wolf Joffe | Chief Investment Officer, EVR Research

William Heard | CIO & CEO, Heard Capital

Quang Pham | Portfolio Manager, Endurant Capital

Judges:

John Culbertson | President & CIO, Context Capital Partners

Shelley Rosenweig | Partner, Haynes Boone

Isaac Septon, CPA, MBA | CIO, The Observatory

Moderated by:

Josh Leonardi, Director, TD Securities

 

4:45 – 5:30 PM 

Closing Keynote

Ron Biscardi | CEO, Context Summits

James G. Dinan | Founder, Chairman, Chief Executive Officer, York Capital Management

5:30 – 6:30 PM 

Cocktails 

Ocean Lawn

 

6:30 – 9:00 PM 

Dinner

Ocean Lawn

 

9:00 PM 

Retreat Concludes

 

Sponsors


Have any questions?

908-379-3900 

Need some help?

[email protected]