Rescore: Opportunistic Multifamily Development Fund Sponsored by Encore Capital Management ("Encore"), a vertically integrated real estate development and investment firm.

 

Family Office Insights Manager Luncheon, Investing in New Urban America, Kite & Key Realty Group, Tuesday September 9th 2014: 12pm to 2pm. Torreya Partners Townhouse

 

Subject: Family Office Insights Tuesday March 4th, 2014 Manager Luncheon. Buying mid-sized real-estate multifamily residential properties, Arel Capital

 

Who Should Attend: Single and Multi-Family Office investors.

What: Opportunities to invest with Malabar Investments LLC, an India based and focused public equity manager. Malabar specializes in making investments in small and mid-sized Indian equities and follows a ‘value’ approach.

 

Who Should Attend Single and Multi-Family Office investors. PE Funds & Investors

What: An opportunity to learn about and invest in RealConnex – one of the industries stars.

 

Who Should Attend: High Net Worth Clients of Single and Multi-Family Offices

What: An opportunity to learn about the effective uses and benefits of dynasty trusts to preserve family wealth

Overview:
Traditional estate planning is focused on tax minimization and fails to adequately consider preserving and protecting the wealth from the ravages of divorce. litigation and predators. This session will explore how the modern day uses of trusts can provide such protection and, most importantly, provide flexibility in their administration.

 

Who Should Attend: Single and Multi-Family Office investors.

What: Opportunity to invest with an experienced VC investor in a tried and true technology enabled business called Lyric Financial.

 

Who Should Attend: Single and Multi-Family Office investors and asset allocators.

What: Opportunity to invest in Anato Opportunity Fund I, LP, a California based fund, managed by Anato Advisory Services, LLC (“Anato”). Anato is an innovative, alternative investment management company focusing on extracting value from anomalies within the structured product markets. Anato specializes in identifying and creating asymmetric opportunities and capitalizing on inefficiencies. Anato’ s comprehensive analysis of deal structure, asset cash-flows (past and postulated future) and legal intricacies provides greater insight in the identification of opportunities. One such example is the collapsing of seasoned mortgage-backed securitizations with the goal of recognizing an arbitrage between the cost of calling the deal and the value of the underlying assets. Equanimous is the extraction of deal arbitrage from mis-valued, mis-modeled or un-modeled assets.

Bret Ackerman presenting: Bret founded Anato and is the Fund’s portfolio manager. Bret is part of Anato’ s investment team and wears the hat of risk manager. Bret will be sharing his insights on taking a ‘banking’ approach to investing in structured products.