January 28 – 30, 2019 

Member Retreat Miami 2019

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

Gary Cohn

Former National Economic Council Director and 

Former President and COO of Goldman Sachs 

Mohamed El-Erian

Chief Economic Advisor

Allianz 

Eileen Murray 

Co-Chief Executive Officer

Bridgewater Associates, LP 

Howard Marks

Co-Chairman

Oaktree Capital

 

John Avery

Head of Advanced Analytics

Fidelity 

Ron Biscardi

Chief Executive Officer

Context Capital Partners

Reed Dickens

Chairman & CEO 

LA Golf Partners

former White House 

Spokesperson 

John Culbertson

President & Chief Investment Officer

Context Capital Partners 

Antonio DeRosa

Managing Director, Global Head of Advisory

Jefferies 

Dan Furstenberg

Global Head of Hedge Fund Distribution and Head of Data Strategy

Jefferies 

Kevin Garton

President

Context Family Network 

Michael Golas

Portfolio Manager

D2X Capital 

Brian Goldman

Managing Member & Chief Investment Officer

Lanx 

John Hansen

Managing Director

Cambridge Associates 

Chris P. Harvey

Head of Equity Strategy

Wells Fargo Securities 

Michael Kahan

Managing Partner

North Peak Capital Management, LLC 

Stephanie Kelton

Professor of Public Policy & Economics

Stony Brook University 

Bridget Kilroy

Co-Founder and Executive Director

Context Family Network 

 

Josh Leonardi

Head of Capital Introduction

TD Securities 

Michael Marcus

Partner, Head of Manager Research

Prelude 

Michael Marrale

Chief Executive Officer

M Science 

Kirk McKeown

Managing Director, Head of Proprietary Research

Point72 

Rebecca Pacholder

Founder and Portfolio Manager

Snowcat Capital Management LP 

Josh Roach

Chief Investment Officer Lloyd Capital Partners 

Shelly Rosenweig

Partner

Haynes Boone 

Ted Seides, CFA

Host of Capital Allocators Podcast

Samira Salman

Chief Operating Officer

Heathside Ventures, LP 

Issac Septon

Chief Investment Officer

The Observatory 

Gregg Sommer

Partner, North American Director

Mercer Sentinel Group 

Peter Tarrant

Global Head of Capital Introduction

BTIG

Peter Troob

Founder, Troob Capital Management & Co-Founder Context|TCM

Roland Vetter

Chief Investment Officer

Praxis 

Allan Zachariah

Co-Chief Executive Officer Pathstone

David Zervos

Chief Market Strategist

Jefferies 

Agenda

Monday, January 28, 2019

  02:00 – 07:00 PM

Registration

  06:30 PM 

Welcome Cocktails & Introductions

 

 07:30 PM 

Welcome Dinner


Tuesday, January 29, 2019

07:00 – 08:00 AM 

Morning Workout 

Ocean Lawn 


08:00 – 3:00 PM 

Registration

Fleur De Lis Foyer

 

08:30 – 9:30 AM 

Breakfast

Scarpetta

 

09:30 – 09:45 AM 

Welcome Remarks & Program Introduction

Fleur De Lis 

 

Speakers 

 

Kevin Garton

President

 

 

Bridget Kilroy

Co-Founder and Executive Director

Context Family Network


09:45 – 10:30 AM

Lender Management v. Commissioner- One Year Later, a case study presented by Pathstone

Fleur De Lis 

 

Speaker   

 

Allan Zachariah

Co-Chief Executive Officer

Pathstone 

  

 10:30 – 11:00 AM 

Direct Investing for your Family Office

Fleur De Lis 

 

Speaker  

 

Josh Roach

Chief Investment Officer

Lloyd Capital Partners 

 

 

Samira Salman

Chief Operating Officer

Heathside Ventures LP   

 

 11:00 – 11:30 AM 

Networking Break

 

 

 11:30 AM – 12:00 PM 

It’s worse than you think: A reality check on Politics, Media, and Government

Fleur De Lis 

 

Speaker


Reed Dickens

Chairman & CEO LA Golf Partners 

former White House Spokesperson 

 

 

 12:00 – 02:00 PM 

Networking Luncheon

Scarpetta 

 

02:00 – 06:00 PM 

Afternoon Activities

 

Dim Sum Class & Sake Tasting

Hakkasan is pleased to host a very special class that will deep-dive into the world of Dim Sum and teach the class how this style of cuisine is prepared while sampling an assortment of sake.

Hakkasan 

 

Pizza Tossing Class

Channel your inner Italian and learn how to toss pizza like a pro! Pizza tasting to follow.

Pizza & Burger 

 

Catamaran on the Bay

Cruise Miami with your fellow retreat peers on a 50-foot catamaran to see some of the highlights such as Mansions of Millionaires’ Row, Downtown Miami and Biscayne Bay. Relax and enjoy the beautiful sights of Miami! 

Departure Drive 

 

06:30 PM 

Cocktail Reception

Ocean Lawn 

 

07:30 PM 

Dinner

Ocean Lawn 

 

Wednesday, January 30, 2019

 

Context Leadership Day presented by Jefferies

 

08:00 – 9:00 AM 

Breakfast

Sparkle West 

09:00 – 9:10 AM 

Welcome & Program Introduction

Fontaine

Speaker

 

Kevin Garton

President

Context Summits 

 

09:10 – 9:30 AM 

Opening Remarks & State of the Industry

Fontaine

Speaker

 

Ron Biscardi

Chief Executive Officer

Context Capital Partners

 

09:30 – 10:15 AM 

The Importance of Corporate Culture in Driving Investment Success 

Fontaine 

 

Keynote

 

Eileen Murray

co-Chief Executive Officer

Bridgewater Associates LP 

 

10:15 – 11:00 AM 

Global Economics Panel

Leading economists discuss and debate key issues and emerging trends shaping the global economy. 

Fontaine 

 

Panelists

 

Chris P. Harvey

Head of Equity Strategy

Wells Fargo Securities 

 

Stephanie Kelton

Professor of Public Policy & Economics

Stony Brook University

 

David Zervos

Chief Market Strategist

Jefferies 

 

Moderated by

 

Mohamed El-Erian

Chief Economic Advisor

Allianz 

 

11:00 – 11:30 AM 

Networking Break

Bleau Bar & Luster Gallerie 

 

11:30 – 12:15 PM 

Panel: The Role of Alternative Data & Machine Learning within Fundamental, Quantitative & Quantamental Investing

Fontaine 

 

Panelists

 

John Avery

Head of Advanced Analytics

Fidelity

 

Mike Marrale

Chief Executive Officer

M Science

 

Kirk Mckeown

Managing Director, Head of Proprietary Research

Point 72

 

Moderated by

 

Dan Furstenberg

Global Head of Hedge Fund Distribution and Head of Data Strategy

Jefferies 

 

12:15 – 01:30 PM 

Lunch and Networking

Sparkle West 

 

01:30 – 02:30 PM 

Accelerator Panel

Managers battle head-to-head by presenting their funds to a panel of judges. Winners claim a complimentary Context Summits Membership.

Fontaine 

 

Introductions by

Josh Leonardi

Director

TD Securities 

 

Panelists

 

Michael Golas

Portfolio Manager 

D2X Capital

 

Michael Kahan

Managing Partner

North Peak Capital Management, LLC

 

Rebecca Pacholder

Founder and Portfolio Manager

Snowcat Capital Management LP

 

Roland Vetter

Chief Investment Officer

Praxis 

 

Judges

 

John Culbertson

President & Chief Investment Officer

Context Capital Partners

 

Shelley Rosenweig

Partner

Haynes Boone

 

Ted Seides, CFA

Host of Capital Allocators Podcast 

 

Issac Septon

Chief Investment Officer

The Observatory 

 

02:30 – 03:15 PM 

Panel: Trends in Alternative Investments

Get insight from prominent investors and learn about their perspective on new investment strategies.

Fontaine

 

Introductions by

 

Peter Tarrant

Global Head of Capital Introduction

BTIG 

 

Speakers

 

Antonio DeRosa

Managing Director, Global Head of Advisory

Jefferies

 

Brian Goldman

Managing Member

Lanx Management 

 

Jon Hansen

Managing Director

Cambridge Associates

 

Michael Marcus

Partner, Head of Manager Research

Prelude 

 

Moderated by

 

Peter Troob 

Founder, Troob Capital Management & Co-founder 

Context|TCM 

  

03:15 – 03:45 PM 

Networking Break 

Bleau Bar & Luster Gallerie

 

03:45 – 04:30 PM 

Fireside Chat

Fontaine 

 

Keynote

 

Howard Marks

CFA, Co-Chairman, 

Oaktree Capital

 

04:30 – 05:15 PM 

Closing Keynote

Get insight from prominent investors and learn about their perspective on new investment strategies. 

Fontaine 

 

Keynote 

 

Gary Cohn

Former National Economic Council Director and former President and COO of Goldman Sachs 

 

Moderated by

 

Ron Biscardi

Chief Executive Officer

Context Capital Partners 

 

06:00 – 07:30 PM 

Cocktails 

Ocean Lawn

 

07:30 – 09:00 PM 

Dinner

Ocean Lawn

 

09:00 PM 

Retreat Concludes

 

Registration Packages 

Single Member Package

$500

  • Registration for 1 member of a single-family office.
  • All cocktail events and meals.
  • Access to activities listed on 10the agenda.
  • Attendance to all sessions, panels and roundtables
  • Reduced room rate within hotel block
Double Member Package

$750

  • 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/Service Provider Package

contact us

  • Registration for 1 manager/service provider.
  • 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

Sponsors 


Have any questions?

908-379-3900 

Need some help?

[email protected]