Regional Member Briefing - Philadelphia - June 21, 2016

Overview

Tuesday, June 21, 2016 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your single and multi-family office peers over lunch.

Attendance is included with membership, but advance registration is required.

Recommended for:

FOX Members

Location

The Capital Grille - King of Prussia

236 Mall Blvd

King of Prussia Pennsylvania 19406

United States

Registration

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Agenda
Speakers
FOX Facilitators

11:30 am Network/Welcome

12:00 pm Lunch and Presentation/Q&A

Presentation:

Real Estate – An Examination of Relative Value and Risk

Is this a good time to invest in real estate? What opportunities are best and what areas are to be avoided? This session will focus on the impact of the global macroeconomic environment and the impact of regulatory pressures.

Speaker: Ethan Penner, Founder, Managing Partner, Mosaic Real Estate Investors, LLC

1:00 pm Peer dialogue

1:30 pm Adjourn

Ethan Penner, Founder, Managing Partner, Mosaic Real Estate Investors, LLC

Ethan Penner is a founder of Mosaic and its managing partner. He is a recognized pioneer in the fields of real estate and finance with a 30-year career marked by filling voids and responding to unseen or poorly understood opportunities. Most recently, he is credited with being the primary driver in the creation of the Commercial Mortgage-Backed Securities market for which he received broad recognition including being named one of the U.S. Real Estate Industry’s 100 icons of the 20th century. In 2011, Real Estate Forum voted him one of the Real Estate Industry’s 65 living legends in their 65th anniversary issue.

Mr. Penner founded and served as President of CBRE Capital Partners, a real estate debt investment platform which successfully raised and managed over $600 million from institutional and high net worth investors. CBRE Capital Partners exited all of its investments in 2014 and the beginning of 2015. He is also an adjunct professor at the University of Southern California’s Marshall School of Business. Mr. Penner maintains a weekly blog and has had many articles published in a variety of publications including the Wall Street Journal, the Wharton Real Estate Review and the Institutional Real Estate Investor. He isa frequent speaker at industry conferences and universities.

Mr. Penner founded the Walt Frazier Youth Foundation which provides internships to teenagers at major U.S. corporations in New York City. He has been on numerous boards including The League, which had a competition-based, in-school community service model, KIND, which is dedicated to bringing education and opportunity to woman, and The Simon Wiesenthal Center, which is dedicated to enhancing awareness to combat hate. Mr. Penner is also the founder and board member of Fitwall, LLC, a company aimed at revolutionizing the exercise industry through its patented Fitwall product.

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.

David F. Toth, Director of Advisor Research

David Toth is the Director of Advisor Research at FOX. He harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap for a series of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure and achieving profitable growth. Most recently, he completed “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” a report designed to assist advisory firms and families build their own unique client experience programs.

David brings over 30 years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past 14 years, he has held key leadership positions in the Asset Management division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.