This page will be used to provide paid delegates of the conference with access to any presentations that were not included in the conference documentation. Only paid conference delegates have permission to access IIR online documentation.

While these presentations were not available to be included in your conference documentation, IIR is pleased to make them available to all conference delegates through this web site.

Simply click on the title of each presentation. You will be prompted for the password (emailed to all 2008 delegates, speakers and sponsors). After submitting the password, the presentation will open in PDF format.

You will need the freely available Adobe Acrobat Reader, which is available by clicking here. 

---

Opening Remarks and Industry Statistics
Wednesday, June 18, 2008  8:45am
Thomas Livergood, CEO, FAMILY WEALTH ALLIANCE

Executing Your Asset Allocation Strategy Through Structured Products
Wednesday, June 18, 2008  11:35am
Michael Bohlmann, Director, Structured Investments, DEUTSCHE BANK SECURITIES, INC.
Ram Rao, Director and Head of Fund Derivatives Sales (Americas), BARCLAYS CAPITAL

Managing the Transition from a SFO to a Multi-Family Office
Wednesday, June 18, 2008  1:45pm
Linda Mack, President, MACK INTERNATIONAL 
Teddie Ussery, Founder, FAMILY OFFICE MATTERS
Brenda B. Sallstrom, CIO and Managing Director, CHERRY TREE FAMILY OFFICE

Is Art an Asset Class?
Wednesday, June 18, 2008  2:30pm
Randy Slifka, Family Member and Art Collector, and Managing Principal, ALTERNATIVE INVESTMENT ADVISORS

Creating Effective Family Mission Statements to Shape the Family Legacy
Wednesday, June 18, 2008  3:40pm
Mark A. Casella, CEO and Chairman, COPPERTREE LTD.
Katie Kinsey, President and Partner, COPPERTREE LTD.

Best Practices for Managing the Risks and Liabilities of Serving on the Board of Directors of Companies, Charities, and Foundations
Wednesday, June 18, 2008  3:40pm
James Kane, President, HUB PERSONAL INSURANCE LTD.
Thomas J. Handler, J.D., P.C., Partner, HANDLER, THAYER & DUGGAN

Selection Criteria to Satisfy Your Family Office’s Technological Needs
Wednesday, June 18, 2008  3:40pm
Dan Berg, Senior Vice President and Chief Technology Officer, ROCKIT SOLUTIONS LLC
Martin J. Sullivan, SVP, Wealth Services, STATE STREET CORPORATION

Selecting Your Aviation Solution to fit Your Lifestyle
Thursday, June 19, 2008  1:30pm
Rollie Vincent, Director, Strategy & Business Development, BOMBARDIER FLEXJET

Best Practices for Working With the Newly Affluent
Thursday, June 19, 2008  2:20pm
Brenda B. Sallstrom, CIO and Managing Director, CHERRY TREE FAMILY OFFICE (MFO)
Dale E. Veitch, Founding Member, LEXINGTON FAMILY OFFICE SERVICES

Managing the Needs of the Multi-Jurisdictional Family
Thursday, June 19, 2008  3:30pm
Roman Inochovsky, Ph.D., M.B.A, LEXINGTON FAMILY OFFICE SERVICES

Utilizing Private Equity to Provide Enhanced Returns
Thursday, June 19, 2008  4:30pm
Rhona Vogel, Founder, VOGEL CONSULTING
Rodney Goldstein, Chairman, Managing Director, FRONTENAC