October 28 – 30, 2019 

Annual Member Retreat West 2018

Montage Laguna Beach, CA

CONNECT. INSPIRE. REJUVENATE.

 

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.  

AGENDA

Sunday, October 28, 2018

1:30 PM 

Registration Opens

 

2:00 PM 

Networking Activities


6:30 PM 

Welcome Cocktails 

7:30 PM 

Welcome Dinner


Monday, October 29, 2019

7:00 AM

Sunrise Yoga 


7:30 AM 

Registration 

 

  8:30 AM 

Breakfast


9:30 AM 

Welcome Remarks & Program Introduction 

 

Speakers

 

Ron Biscardi, Chief Executive Officer of Context Capital Partners

Kevin Garton, President of Context Summits

Bridget Kilroy, Co-Founder & Executive Director of Context Family Network

9:45 AM

Opening Keynote – Cyber Security Case Study, Kids in Social Media & Gaming

 

Speaker

 

US Secret Service Agent 


 10:30 AM 

Networking Break 

 11:00 AM 

Family Case Studies

 

Speaker  

 

Michael Bennon, Managing Director of Stanford Global Projects Center  

 11:45 AM 

Case Studies Group Discussions

 

 12:45 PM 

Networking Luncheon

 

 2:00 PM 

Activities

 

6:30 PM 

Cocktail Reception

 

7:30 PM 

Sunset Dinner

 

Tuesday, October 30, 2018

7:00 AM 

Bootcamp

 

7:30 AM 

Registration 

 

8:30 AM 

Breakfast

 

9:30 AM 

Welcome Remarks & Program Introduction 

 

Speakers

 

Ron Biscardi, Chief Executive Officer of Context Capital Partners 

10:05 AM 

Networking Break  

10:30 AM 

The Next Wave Of Innovation for Alternatives

 

Speakers

 

Jeff Assaf, Senior Managing Director & CIO of ICG Advisors

John Culbertson, President & CIO of Context Capital Partners

Stephen L. Nesbitt, Chief Executive Officer of Cliffwater LLC

 

Moderator 

 

Ted Seides, Host of Capital Allocators Podcast 

11:30 AM 

Innovation in the Marketplace

 

Speakers

 

Matt Boyd, President & COO of Numberai

Andy Sterge, Portfolio Manager and Risk Manager of Context Insurance Strategies, LLC

Doug Troob, Co-Founder of Context | TCM

12:00 PM 

Roundtable Discussion

 

1:00 PM 

Lunch

 

2:00 PM 

Retreat Concludes 

 

SPEAKERS

 

Jeff Assaf

Senior Managing Director & CIO of ICG Advisors

Michael Bennon

Managing Director of Stanford Global Projects Center

John Culbertson

President & CIO of Context Capital Partners

Stephen L. Nesbitt

Chief Executive Officer of Cliffwater LLC

Ted Seides

Host of Capital Allocators Podcast

Jane Wells

Special Correspondent, CNBC 

US Secret Service Agent 

  

SPONSORS 


Have any questions?

908-379-3900 

Need some help?

[email protected]