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Institutional Investor's Annual Family Office Wealth Conference

22 Sep 2013 - 24 Sep 2013

Laguna Beach


The last several years have been difficult ones for many affluent families, particularly in terms of investments and the preservation of their wealth. But in truth, many families and their executives are rethinking most aspects of the family office, from their investment objectives to their philanthropic pursuits to the structure and governance of the office itself. After all, many valuable lessons can be learned and anyone ­ affluent or not ­ can benefit from re-assessing their options and identifying new opportunities that might have emerged as a result of business no longer being done as usual.
This year¹s Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they¹ve employed to deal with them. Institutional Investor¹s Family Office Wealth Conference offers a forum in which a variety of perspectives, ideas, viewpoints, and solutions will be provided on these and other topics essential for affluent families to assess as they chart the best course toward their family¹s objectives.

Event Contact Info: Usha Bhate,, 212-224-3429


27 May 2014 - 29 May 2014



This three-day event, which takes place in a shipyard-turned-art gallery, seeks "creative answers to commercial questions." Speakers include Zappos CEO Tony Hsieh, designer Christian Louboutin, director James Cameron and X Prize founder Peter Diamandis. Through May 29. Contact: Marta Rocamora,, 514.380.8755 ext. 2017,

LeWeb London

09 Jun 2014 - 10 Jun 2014



Though French entrepreneur Loic Le Meur has held the original LeWeb in Paris for the past decade, his London iteration of the entrepreneurship event is almost more popular, thanks in part to London's friendlier climate for startups. This year brings a new venue in Shoreditch, known as the epicenter of London's startup scene. Through June 10. Contact: Geraldine Le Meur,,

The Conference of Montreal

09 Jun 2014 - 12 Jun 2014



Held at the Fairmount Queen Elizabeth Hotel in Montreal, this annual economics conference (themed "the foundation for the next era of growth") hosted by the International Economic Forum of the Americas is celebrating 20 years in 2014. Speakers include Elizabeth Corley, CEO of Allianz Global Investors, IMF managing director Christine Lagarde, Larry Summers, and Jean-Claude Trichet. Through June 12. Contact: Stephanie Perlis,, 514.871.2225 ext. 217, forum-americas/org/montreal

Southland Conference 2014

09 Jun 2014 - 11 Jun 2014



Sarah Lacy, former TechCrunch editor and founder of the equally hailed and hated tech site PandoDaily, hosts the first Southland, which looks to blend technology, entrepreneurship and "southern culture" a la SXSW. Her speaker lineup includes: Al Gore, PayPal president David Marcus, First Round Capital partner Josh Kopelman and Evernote CEO Phil Libin. Through June 11. Contact:

J.P. Morgan Technology CEO Conference

17 Jun 2014 - 18 Jun 2014



The heads of Europe's top tech companies convene at J.P. Morgan's London offices on Bank Street for "fireside chats," Q&A sessions and small group meetings with top investors from throughout the region. Through June 18. Contact: 44.207.742.4000,

Wharton Leadership Conference

18 Jun 2014



One of the most popular and useful conferences for C-suiters, this Wharton meeting is packed with chief execs, such as MasterCard's Ajay Banga, tackling topics like "building talent during a downtown" and "the challenges facing healthcare reform." In other words: It's all about the networking. Contact: Kay Dowgun,, 215.898.5606,

Chief Innovation Officer Summit

18 Jun 2014 - 19 Jun 2014

San Francisco


It's safe to say that CIO—chief innovation officer, that is—has shed its reputation as job-title-du-jour and cemented its place in the C-suite. Hear from CIOs from UCLA, Chubb, Wells Fargo and others while networking with hundreds of fellow "innovation professionals" across a range of industries. Through June 19. Contact: Zain Yasin,, 415.992.5352,

Morningstar Investment Conference

18 Jun 2014 - 20 Jun 2014



It's another conference attempting to offer insight on where and how to invest, but Morningstar makes your attendance worthwhile with sessions like "Hiding from the Fed with Bank Loans" and keynotes from PIMCO's Bill Gross and AQR's Cliff Asness. Through June 20. Contact: Carling Spelhaug,, 312.696.6150,

Goodwood Festival of Speed

26 Jun 2014 - 29 Jun 2014



An unexpected combination of Sussex garden party and top-tier automotive event, this year's festival, where racing enthusiasts can chat with drivers, will for the first time feature supercars in its motor-sport lineup. Through June 29. Contact:, 44.12.4375.5055,

Robert Mondavi Winery Summer Concert Series

28 Jun 2014 - 19 Jul 2014



Kicking off its 45th season this summer, this wine, food and music series under the direction of Margrit Mondavi has raised more than $2 million for charity. This year it will feature acclaimed musicians including Five for Fighting's John Ondraski and Dave Koz & Friends, the Grammy-nominated contemporary jazz group. Through July 19. Contact:, 888.769.5299,

Napa Valley Festival del Sole

11 Jul 2014 - 20 Jul 2014



Napa's 10-day cultural celebration includes performances by artists such as Joshua Bell, gala events at area wineries and even a wellness series. Other highlights: Bouchaine Young Artist All Stars at Opus One, a Tiffany & Co. luncheon and a tribute to Sophia Loren at Far Niente. Through July 20. Contact: Tessa Edwards,, 707.346.5052 ext. 2,

Family Office & Private Wealth Management Forum

21 Jul 2014 - 23 Jul 2014



This annual event for affluent families and the professionals who manage their money kicks off with a regatta in the Atlantic Ocean along the storied Cliff Walk, where Vanderbilts and Astors used to reside. The two days that follow focus on maintaining, growing and transferring wealth from generation to generation. Through July 23. Contact:, 212.532.9898,

Innovative Alternative Investment Strategies Conference

31 Jul 2014 - 01 Aug 2014



This event, hosted by trade publications Financial Advisor and Private Wealth, highlights the "new breeds" of alternative investing. Keynotes will come from the so-called "king of bonds" Jeff Gundlach and Moneyball muse Billy Beane. Through August 1. Contact: Linda Dunn,, 732.450.8866 ext. 36,

Edgartown Yacht Club's 12-Metre Regatta

09 Aug 2014 - 10 Aug 2014



A celebration of the 12-meter yacht, this annual race brings together sailors, spectators and an impressive collection of classic vintage, classic traditional, modern and grand-prix boats. Through August 10. Contact:, 508.627.4361,