Prior to joining Barclays Wealth, Gerard was CEO of HSBC Private Bank in the Americas, and a member of the Senior Management Committee of HSBC Bank USA. Gerard joined HSBC from Merrill Lynch where his responsibilities covered a number of senior management roles including Global Head of Sales and Marketing, Global Head of Trusts, Country Head for Brazil Private Clients and Head of Marketing for Latin America, Western Europe and the Middle East for Merrill Lynch International Bank London. Before joining Merrill Lynch, Gerard was an investment banker and an international lawyer in the US and the UK. Gerard holds a Bachelor of Arts in International Relations from Columbia University, a JD in International Law from American University School of Law, and an LLM in Maritime Law from the University of London. Gerard and his wife, Maria Teresa, currently live with their three children in London.

Mr. Bienz has 20 years of experience in global financial markets. Before joining Bank Frey & Co AG he spent 9 years with Dresdner Bank Co. AG, Bank, his latest positions being Advisor to the Executive Board, Chief Investment Officer Private Banking International, Head Investment Center for Switzerland and Co-Head Equity Research Dresdner Bank Frankfurt. Before his tenure at Dresdner, he worked with UBS for 9 years. Mr. Bienz holds a Federal Diploma in Swiss Banking and an Executive Master in Corporate Finance from the University of Applied Sciences of Central Switzerland. He is a Certified European Financial Analyst (CEFA), Chartered Alternative Investment Analyst (CAIA) and holds a Financial Risk Management License (FRM). Furthermore, he just received his Executive MBA (TRIUM) of NYU Stern, HEC Paris and LSE.

Steve Braverman is President of Harris myCFO Investment Advisory Services LLC, and head of the Northeast office. Mr. Braverman is responsible for managing Harris myCFO’s investment advisory platform and oversees the delivery of family office services to the important Northeast market place. Mr. Braverman joined Harris myCFO in 2006 and has more than 20 years of professional experience. Mr. Braverman specializes in working with family offices and providing advice on alternative investments. He is also a regular contributor to CNBC, Institutional Investor and Barron’s discussing how high net worth families can use derivatives and structured products in their investment activities. Mr. Braverman holds his Bachelor of Arts Degree in Economics from the University of Pennsylvania, and attended the Keller Graduate School of Management MBA Finance Program. Mr. Braverman lives in Bergen County, New Jersey, with his wife and two daughters. He is a member of the International Association of Financial Engineers, Family Office Forum Advisory Board and Investment Management Consultants Association. He also serves on the Boards at Babies and Children’s Hospital of New York, Hope and Heroes Division, the Food Allergy Initiative, the Make-a-Wish Foundation of Greater New York and the Englewood Hospital Foundation.

Jaime co-founded Park Sutton Advisors. Prior to Park Sutton, Jaime spent 8 years advising Latin American high-net-worth individuals representing over $500 million in assets. Most recently, he was a Private Banker with Deutsche Bank, actively involved in developing the Andean Region client base for the bank’s New York office.  Prior to Deutsche, Jaime spent over three years with HSBC Private Bank, also focused on developing the Andean Region market and advising clients on their wealth management needs. At HSBC, with the bank’s CEO for Latin America, Jaime co-managed the largest offshore relationship managed from New York. He was also awarded membership into the high-profile Group Private Bank's High Potential Development Programme ("HPDP"), a 3-year program accepting only 50 new members globally each year. Prior to HSBC, Jaime spent over four years with The Citigroup Private Bank also actively advising wealthy Latin American clients. From 1995 through 1999, Jaime was a corporate banker with Banco de Credito del Peru, the country’s largest commercial bank, managing a significant portfolio of loans and performing credit analyses for some of Peru’s largest private corporations. Jaime is a dual Peruvian – Italian citizen and holds a BA in Business Administration from the University of Lima, Peru. He also holds an MBA in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania. He is both Series 7 and 63 certified.  Jaime is passionate about 20th Century French decorative arts.

Michael A. Cole is an Executive Vice President with Wells Fargo Bank and the national director of the Family Wealth Group. In this capacity, Michael leads the national creation, development and ongoing management of the Family Wealth Group practice. In addition, Michael also serves as the National Director of the Wealth Planning Center, a national wealth planning think tank within Wells Fargo. Since joining Wells Fargo in 1998, as managing director of The Wealth Management Group, Mr. Cole’s experience has included serving as senior vice president and senior regional manager for the Palo Alto, East Bay and San Jose regions. In this role, Michael oversaw the Private Client Services Division incorporating Private Banking, Investment Management and Consulting, Brokerage and Trust and Estate Administration. Prior to joining Wells Fargo, Mr. Cole was president of Merrill Lynch Trust Company. In this role he was responsible for sales, marketing, administration, compliance and investment management for all trust services in the western states. Mr. Cole earned his Bachelor of Arts degree from Emory University. He was awarded the Certified Financial Planner® designation in 1987. Mr. Cole also serves on the Board of Trustees for both the San Jose Museum of Art and the Montalvo Art Center.

Adrian Crosbie-Jones is a graduate of the London School of Economics and a qualified UK Chartered Accountant. After a brief career in private banking in London, he joined a large Liechtenstein trust and fiduciary group where he was actively involved in their trust, fiduciary, financial planning and asset management operations. In 1988 he established his own fiduciary company with offices in London and Hong Kong, which specialised in the provision of financial advice, mainly to clients throughout South East Asia. Mr. Crosbie-Jones joined The Private Trust Corporation Limited, as a Director, in October 1994 and was appointed Managing Director in August 2008.

Natalie Dempster is the Head of Investment North America at the World Gold Council, an organisation formed and funded by the world’s leading gold mining companies with the aim of stimulating and maximising the demand for gold. Her team is responsible for augmenting gold’s investor base and to that end Natalie speaks at a number of conferences, she also publishes research papers and investment statistics on the council’s website. Natalie came from investment banking where she worked as an economist at both the Royal Bank of Scotland and Chase Manhattan Bank. She also worked as a foreign-exchange trader at Chase Manhattan Bank. Natalie holds a BSc in Economics from Queen Mary and Westfield College, University of London and an MBA from City University Business School (CASS), London

Mr. Hillary Deveaux has held the position of Executive Director of the Securities Commission of The Bahamas since December 1, 2002. He received his education at Iowa State University; the London School of Economics; and Cambridge University. Mr. Deveaux was appointed Secretary to the Securities Board (the predecessor to the Commission) on June 1, 1997. Prior to joining the Commission, he worked at the following organizations: The Bahamas Agricultural and Industrial Corporation, The Caribbean Development in Barbados; Bank of New Providence; Chemical International Finance Ltd. in and The Central Bank of the Bahamas. Mr. Deveaux has been an Evening Lecturer in Statistics and Economics at the College of the Bahamas, a Lecturer in Economics and Banking & Finance at the University of Wales Institute of Science and Technology in Cardiff, Wales, and a Teaching Assistant and Lecturer in Economics at Iowa State University. Mr. Deveaux has served as Chairman of the Caribbean Group of Securities Regulators and Chairman of the Group of Financial Services Regulators in The Bahamas. He currently serves in the following capacities: Chairman of the CARICOM Regional Capital Markets Committee, Chairman of the Negotiating Group in Services in the Free Trade Area of the Americas (FTAA) and member of The Bahamas Trade Commission.

Dr. Steen Ehlern, holds a Masters Degree in Business Administration and a PhD from the University of Zurich. Parallel to his studies, he worked in management consulting, M&A, and merchant/investment banking. During his doctorate (magna cum laude) at the Swiss Banking Institute of the University of Zurich, he was employed in private banking and the trust department of a Swiss private bank, followed by positions at international private banks. He is currently working for investors in the Family Office business and advising families, U-HNWIs, family offices and specialist advisors on the set-up of family office solutions, selection of multi-client family offices and various providers, real estate projects, hedge funds, family businesses, co-investments and strategic family matters. Furthermore, he advises in strategic and operational succession-planning and Mergers & Acquisitions of smaller Private Banks and Asset Managers as well as strategic investments and de-investments. Dr. Steen Ehlern is Managing Director of a private multi-client Family Office in London and Zurich and editorial advisor to the Private Wealth Management magazine, author of an international study & research on U-HNWIs and Family Offices (read by top five management consultants, single as well as multi-client family offices, their advisors, banks and law firms), author of various articles & working papers and speaker, panellist, moderator and Chairman at international conferences.

Ian Fair has been involved in the Trust and Private Banking business for over 42 years, the last 39 in The Bahamas. He brings with him a wealth of experience and an in depth knowledge of the industry, specifically of the international aspects of Wealth Management. During his career he has worked for National Westminster Bank (Trustee), Scotiatrust and Deltec Panamerica, the latter two in Nassau, and was a principal and Chairman for sixteen years in MeesPierson’s Bahamas operation. He was founding Chairman of The Bahamas Financial Services Board, Bahamas International Securities Exchange (BISX) and The Society of Trust and Estate Practitioners-Bahamas Branch (STEP). He is a past Chairman of the International Trust Companies Association. He is currently Chairman of The Bahamas Maritime Authority and BISX. He is currently the Chairman of Bahamas First, the insurance Group, and Deputy Chairman of Butterfield Bank (Bahamas) Limited. His involvement in civic and charitable concerns is extensive, both in The Bahamas and elsewhere, including The National Art Gallery of The Bahamas, The Governor Generals Youth Award, The Lynn Foundation and The Living Oceans Foundation. He is a Member of STEP, Fellow of The Institute of Directors in the United Kingdom and of The Duke of Edinburgh’s Award World Fellowship. He remains committed to the development of the financial services industry in The Bahamas. Ian is a Bahamian citizen and has been married to his wife, Sylvia (formerly Cartwright), for over 37 years. They have three daughters and two grandsons.

Caroline Garnham moved the private client practice, of which she was head for fifteen years, from City law firm Simmons & Simmons to Lawrence Graham (LG) in September 2006. She is now a partner in their Tax and Private Client department. LG swept the Private Client Team of the Year Awards 2008. It won the prestigious STEP Award, the Legal Business Award and the Citiwealth Award. Caroline is the founder of Family Bhive, an interactive website for the ultra high net worth family and the industry which serves it. It was launched in March 2008. It is designed to bring transparency to the Private Client Industry and provide a much needed forum for wealth owners. Caroline personally won the Spear’s Wealth Management Innovator of the Year Award 2008 for Family Bhive. Caroline is rated in the directories as a leading individual. She is quoted as “best known for arranging wealth ownership structures aimed at avoiding family conflicts as well as exceptional handling of governance considerations” and is quoted by her peers as being “fiercely intelligent”. For twelve years, from 1986 to 1998 Caroline was a regular contributor to the weekend Financial Times, as well as other publications, on trust and tax matters. Thereafter, she became a frequent speaker at international seminars on tax and trust matters affecting wealth owners. This year she has been invited to speak in Melbourne, Hong Kong, New York, Geneva, Zurich, Johannesburg and London on her pioneering thinking on Family Office and on Family Governance structures. Family Governance is a topic on which Caroline is now recognised as being at the cutting edge and is referred to in the Chambers Directory as a "leading individual" and "outstanding". Caroline was awarded the Fellowship of the Chartered Institute of Tax for her thesis on Tax Planning for Non-UK Domiciliaries Investing in UK Commercial Property. She has been a member of the Technical Committee and the International Committee of the Society of Trust and Estate Practitioners ("STEP") for many years. Caroline graduated from Exeter University with a BSc degree in Psychology, which assists her in resolving complex family conflicts and issues.

Mark Giordano, Managing Director and Partner, Renaissance Institutional Management LLC Mr. Giordano joined Renaissance in October 2005. Prior to that, he spent two years with Citigroup, where he supervised a team in Private Wealth Management. Mr. Giordano has also held positions at Banc of America Securities, Merrill Lynch (New York), and Salomon Brothers (New York). Prior to joining the securities industry, he spent approximately seven years as an attorney in New York City specializing in corporate, securities and real estate finance law. He earned a BA from the University of Vermont, a JD from Hofstra University School of Law, and an LLM in Taxation from the New York University School of Law.

Eileen R. Heisman, ACFRE, has been President & CEO of the National Philanthropic Trust (NPT) since October 1998 after serving as Vice President and Senior Vice President. NPT, where Eileen worked since its inception, is a national public charity that was founded in the fall of 1996 and has gathered over $1.3 billion in charitable assets and manages over $720 million in charitable assets. Since its inception, NPT has made more than 25,000 grants totaling $650 million to charitable institutions throughout the country and around the world.

Richard Higgins co-founded WealthTouch in 2001 and is credited with creating the groundbreaking technology that serves as the foundation for the firm. As co-founder of both Higgins-Knecht, a technology consulting firm, and Digital Partner, a financial technology firm, in the 1990s, Higgins established himself as an innovator and leader in the field of family wealth management. The sale of Digital Partner to MyCFO Inc., a Silicon Valley-based online pioneer in the ultra-high-net-worth market, in 1999 firmly placed Higgins at the heart of what became known as the technological renaissance in wealth management. Today, Higgins is regularly invited to speak to family offices, insurance companies and financial planning groups all over the U.S. He holds a bachelor’s degree in finance from Pennsylvania State University and a master’s degree in information systems from The George Washington University.

Shannon M. Kennedy is a Senior Vice President and serves as the Global Director of Sales, Marketing and the Fiduciary group in the Wealth Management Division. Shannon received her B.A. and her M.B.A. with distinction, from Loyola University. Shannon joined The Northern Trust Company in 1987 in the Family Business division within the Personal Trust Services group and was selected to participate in the personal trust development program which involved assignments throughout the personal trust department. Shannon has extensive experience in personal trust administration, investment services, estate tax, private banking, trust operations and farm management. She specialized in probate and guardian administration. Shannon joined the Wealth Strategies Group in 1994 where her responsibilities included development of estate planning, investment management and personal trust relationships. In 2002 she became a division manager and in 2004 became the Midwest Director of Wealth Strategies. She was promoted in 2005 to Director of Client Servicing in the Wealth Management Group which addresses the complex financial requirements of families and family offices. In 2008, she was promoted to Global Director for the Wealth Management Group. She is responsible for overseeing global sales and marketing initiatives, including the company’s Global Wealth Alliance, Client Advisory Board and Family Financial Forum. She will also lead the fiduciary practice, which provides trust and estate planning services for the ultra high new worth. Shannon is a member of the Executives’ Club of Chicago, Chicago Estate Planning Council, PTO Oak School and Chicago Financial Women. She serves as a Vice President on the Metropolitan Board of Youth Guidance, and has served as a board member for the Chicago Children's Museum. She also serves on the board of Northern Trust Company of Delaware. She has attended the National Trust School at Northwestern University and Cannon’s Institute for Personal Trust program. Shannon received the honor of being named on the “40 under 40 “ list in Crain’s Chicago Business Magazine. She is also a 2006 fellow for Leadership Greater Chicago. Shannon has her series 7, 63 and 24.

Charles Krusen is the founder and CEO of Krusen Capital Management, LLC (“KCM”). KCM has developed a single manager hedge fund platform providing access to the top tier of hedge fund managers to high net worth individuals and select institutions. In addition, Mr. Krusen is the Chief Investment Officer of Krusen Family Office, a single family office based in Tampa, FL, with an investment office in New York, NY. The family’s investment strategy is to tactically allocate to multiple asset classes and investment strategies using the endowment model. Our primary goal is absolute return on a tax efficient basis. In addition, Mr. Krusen is a Partner with Alpha Equity Management, an asset management organization that focuses on long/short strategies and is a pioneer in 130/30 investing. Mr. Krusen, with over 30 years experience in financial services, began his career with Citibank Capital Markets, specializing in arbitrage and proprietary trading of financial derivatives. He subsequently worked with the Derivatives Product Group of Fimat (subsidiary of Societe Generale), where he developed derivative strategies for equity private placements and created the Hedge Fund Strategies Group. He is on the Board of Directors of DRI, a financial services firm that has been an innovator in the real estate derivatives market. Mr. Krusen is on the Board of Trustees of the Southampton Hospital Foundation. Mr. Krusen is an honors graduate of Harvard College. He is a Registered Representative with the NASD - Series 7 and 63.

Mark is a Managing Director and Chief Executive Officer of the company. Prior to joining Greycourt he was Vice President and a Director of The Hillman Company, where he managed investments in energy and international private equity and was involved in many aspects of the private equity program. Mark has long experience in a variety of wealth management issues affecting ultra-wealthy families, including family office management, family dynamics, tax and estate planning, issues associated with closely held and public companies, and the design and execution of private equity strategies via direct investments and investment partnerships. Mark is President of the Carnegie Hero Fund Commission, Chair of the Shadyside Hospital Foundation, a Vice Chair of the University of Pittsburgh Medical Center and a member of the board of the Jewish Healthcare Foundation. He is a graduate of The Hill School, the University of Pennsylvania and the University of Pittsburgh School of Law.

Teresa Leigh is Founder and Chief Executive Officer of Teresa Leigh Household & Property Management LLC. Teresa is a twenty-five year veteran of the world of private service and is a recognized expert in Family Management. She is a published author on household and property management with a focus on human resources, operational budgets, and security and integrity issues. Teresa Leigh Household and Property Management specializes in assessing and mitigating household risk for exceptionally affluent families. This includes fiscal oversight, best practices for hiring and retaining domestic staff, and proactive risk management strategies. Her firm meticulously researches and vets sub-contractors and vendors for clients to ensure they are the “best in class”. Having direct access to this network of professionals provides clients with a distinct advantage, removing them from a potentially costly learning curve and exposure to fraud or theft.Teresa Leigh Household and Property Management is continuing to produce cutting edge research in the field of Domestic Workers of the Affluent, launching a web site in 2007 (www.domesticworkerresearch.com) to conduct risk surveys with domestic workers. These surveys have produced hard data that prove the existence and extent of employer risk. Teresa Leigh is a nationally-known speaker on household risk management. She lectures across the U.S. offering her audience best practices and practical applications for identifying and reducing risk in the employment of domestic/household workers for the affluent clients and family offices that support them. Teresa Leigh Household and Property Management LLC has been chosen by Chubb & Sons Insurance Company Inc. as the exclusive family management consultant for their VIP clientele.

Charles A. Lowenhaupt is founder of Lowenhaupt Global Advisors and a recognized industry leader in managing wealth for ultra-high net worth families around the world. He is also Managing Member of Lowenhaupt Global Advisor’s affiliated firm, Lowenhaupt & Chasnoff, LLC, the first U.S. law firm to concentrate in tax law and established by Lowenhaupt’s grandfather in 1908. In addition to those responsibilities, Lowenhaupt serves as a Director of Lowenhaupt Global Advisors Australia, the firm’s family office business in Sydney. Lowenhaupt is a Founding Advisory Faculty member of the Institute for Private Investors, and he advises the Institute as an Emeritus Member and contributor to its programs. He is also a Director of the Foundation for Fiduciary Studies in Pittsburgh and the Clements Library of the University of Michigan in Ann Arbor. Lowenhaupt has a Bachelor of Arts degree (cum laude) from Harvard University. He also has a Juris Doctorate (Order of the Coif) from the University of Michigan Law School. He is a member of the Bar of New York and Missouri.

EDUCATIONAL BACKGROUND: Master of Business Administration (MBA) from McGill University – 1977 Bachelor of Science form McGill University – 1974 PROFESSIONAL EXPERIENCE: 2007 – Current: Executive Vice-President, Head of Investment Management, Credit Agricole Suisse (Bahamas). 2006 – 2007: Fiera YMG Vice President, Private Wealth Management. 2000 - 2005: Senior Vice President, Private Management and Co-Chairman of the Investment Committee at Montrusco Bolton. 1997 – 2000: Chairman and Chief Executive Officer for Investment Allocation International Inc. in Toronto where he was responsible for overseeing international portfolio management. 1988-1997: President, International Portfolio Management for Capital Trust. 1986- 1988: Vice President, International Financial Trading for Lévesque Beaubien. 1984 – 1986: Director, Fixed Income and Foreign Exchange Markets at the Montreal Exchange.

Linda C. Mack is the founder and president of Mack International, LLC, a boutique firm specializing in retained executive search and consulting services for financial services and wealth management industry clients. Prior to founding Mack International, Ms. Mack was a Partner in the Chicago office of TMP Worldwide Executive Search, one of the top five retained executive search firms in the world, from 1997 to 2002. As a member of the firm’s global Financial Services Practice, Ms. Mack was responsible for senior level search assignments across a wide range of financial services functions including private banking/ wealth management, asset management, private equity, corporate and investment banking, and capital markets. Ms. Mack has more than twenty-five years of financial services industry experience. Prior to joining TMP Worldwide in 1997, Ms. Mack was a senior vice president at Harris Bank. Her most recent position at Harris was as senior business development officer in the Private Bank, where she was responsible for marketing investment management, trust, banking and financial planning services to high-net-worth individuals and private family offices/enterprises. She was previously a senior executive in Harris’ Human Resources Department, where she managed the majority of the bank’s HR functions and was a senior HR consultant to Harris Bank/Bank of Montreal on merger integration issues. Earlier in her career, Ms. Mack held relationship management positions in Corporate Banking at both Harris Bank and Northern Trust, where she was responsible for privately and publicly held clients in New York, New England and Chicago. Ms. Mack received her M.B.A., in finance and accounting, from the J.L. Kellogg Graduate School of Management, Northwestern University. She received her B.A. degree from the University of Arizona. Ms. Mack is an active participant in numerous professional, civic and non-profit organizations including The Economic Club of Chicago, The Institute for Private Investors (IPI), The Family Wealth Alliance (FWA), The Family Firm Institute (FFI), Family Office Exchange (FOX), The Chicago Council on Global Affairs-President’s Circle, The Women’s Board of Rush-Presbyterian St. Luke’s Medical Center and Northwestern University Women’s Board. She is an avid sportsman who enjoys adventure travel. Ms. Mack has been a speaker on the subject of strategic human capital management at various conferences, including the IIR (Institute for International Research) Family Office Management Conference, the Campden Family Office Conference, the Financial Research Associates (FRA) Family Office Symposium and the Family Office Management Strategic Outsourcing Conference.

Born in Guernsey in 1970, married to Rachel with 4 children. Educated locally. Joined Ansbacher Group in 1985 within their banking division and was promoted over the next 8 years to end up running the small treasury team. In 1993, joined ANZ Bank in Guernsey as a Relationship Manager responsible for a portfolio of private and intermediary clients, where I was until 2000 when the ANZ Group decided to sell its operation in Guernsey to Bank of Butterfield, now known as Butterfield Bank. At the time of purchase Julien was running the Private Banking Team. At Butterfield Bank he took over the responsibility as Business Development Manager, the job he did until 2002, when Julien was promoted to Head of Private Banking & Business Development. Within this role Julien was part of the Senior Management of the Bank, sitting on the Executive Committee and traveled extensively worldwide meeting and marketing clients. In 2006 an opportunity arose to work with the same group, in a new location and Julien moved with his family to The Bahamas, where he assumed the executive role of Vice President & Head of Private Banking. This role is extensive and has reporting to it Banking, Trust & Corporate, Credit/Lending, Business Development, Marketing and the Project Management. Julien sits on all Management & Executive committee’s. In 2008 Julien was elected to the Board of the Bahamas Financial Services Board, which is a multidisciplinary body that embraces active contribution form individuals within government, banking, trust, investment advisory services, insurance and investment fund administration as well as interested legal, accounting and management professionals. The BFSB is an innovative commitment by the financial services industry and the Government of The Bahamas to promote a greater awareness of The Bahamas strengths as an international financial center.

Mr. Juan C. Martinez is Chairman of the Board for PREBEL, a third generation family business with operations in Colombia, Mexico, and Peru. Prior to becoming Chairman, Juan was a member of the Board Director for four years. Along with his responsibilities on the Board, Juan has been active in the Family Council for over ten years, and has built a career in real estate, as well. He has also co-managed his father’s Family Office in Miami, FL, and recently contributed to the formation of his extended family’s Family Office in Colombia. Some of his recent business ventures include a pending patent and co-founding 3EYEGROUP.com, a multi media company with operations in several countries. Juan graduated from the University of Colorado at Boulder with a Bachelor’s degree in Business Administration.

Stephen J. McCarthy is a Senior Vice President of KCG Capital Advisors, an asset management foundation administration venture that he co-founded with his father, John M. McCarthy, a former Managing Partner and Chief Investment Officer for Lord Abbett & Company ($87 billion AUM). Mr. McCarthy has more than thirty three years of diversified professional experience in the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty year period, he held increasingly complex executive positions in the strategic planning, credit/risk management, consulting, capital markets and brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively. During the past decade in the philanthropic arena, Stephen has been a planning team member conducting several investment and governance presentations at the Council on Foundations Family Foundation Conferences, the Association of Small Foundations, the New York Regional Association of Grantmakers (NYRAG) Family Foundation Trustee Peer Network and NYSSA. Separately, he has been an advisor/editor to the National Center for Family Philanthropy for its Journal Series on Investments and Foundation Resources, a panelist at the Support Center for Nonprofit Management seminars and a member of the Advisory Committee of the National Philanthropic Trust, a donor-advised fund. In recognition of his overall efforts, Mr. McCarthy was one of three nominees for Private Asset Management newsletter’s inaugural “Philanthropic Leader of the Year” award. In May 2007, he was reelected to the Board of Directors of NYRAG for his second three-year term. Besides appearing on CNBC’s High Net Worth with Tyler Mathisen, recent speaking engagements for programs at FOA, Marcus Evans, BNY/Mellon, Campden, PWM, SRI, II/Lido Consulting, MARHedge, FRA and IIR, writing for Trusts and Estates magazine and being quoted in Barron’s and Spectrem, Stephen has collaborated on a series of one act plays regarding interpersonal dynamics surrounding wealth management and family philanthropy with the theatre group Shaking the Tree (STT) Interactive Productions, of which he is currently the acting President. A graduate of Chaminade High School, Mr. McCarthy received a Bachelor of Arts (in dual majors -Economics and Government) from Wesleyan University, was granted a Master of Business Administration in Finance from the Leonard N. Stern School of Business at New York University and completed an Executive Education Program on Entrepreneurship and Venture Capital Investing at The Aresty Institute - Wharton School, University of Pennsylvania. Currently, he represents his family group as a long time member of the Institute for Private Investors (IPI) and a founding member/original trustee of The Greenwich Roundtable, is a cofounder of The Gotham Triangle, serves on the Advisory Board of Hope House and is in his fourth year as a coach/mentor/judge at NYU/Stern’s Social Venture Business Plan Competition, while being engaged with its’ Berkley Center for Entrepreneurial Studies Advisory Board.

James H. “Jamie” McLaughlin joined Convergent Wealth Advisors (formerly Lydian Wealth Management) in 2005 as a Managing Director and head of a new office for the firm in the New York market. While his primary responsibilities are to act in a senior client advisory capacity he is also responsible for growing the office including senior staff recruitment and development and managing all operational areas for the New York office. He also serves on the firm’s Senior Management Committee. He spent the previous 10 years at Mellon where he was the regional president of Mellon Private Wealth Management’s New York region with responsibilities for New York, New Jersey and Connecticut. He had previously been the managing director and regional sales manager. Before joining Mellon, Mr. McLaughlin was a financial advisor in the Private Client Group at Sanford C. Bernstein & Co., Inc. in New York. He has been active in several industry groups as a participant, panelist and speaker. He has been quoted in Barron’s, Business Week On-Line, Family Wealth Report, Forbes, FundFire, Crain’s Investment News, Private Asset Management, eFinancialCareers and Worth. He is often asked to speak on wealth management issues related to client service delivery models, human talent (identification, recruitment and development) and broader themes and trends in the industry. He served as a Board member of the American Bankers Association’s Private Wealth Management Academy. He is a non-lawyer member of the Attorneys for Family-Held Enterprises and a member of the Estate Planning Council of New York City. He also serves on the Board of Trustees for the American Foundation for the Blind (AFB) and chairs the AFB’s investment committee. Mr. McLaughlin is the immediate Past-President of the Lafayette College Alumni Association and a member of the college’s Leadership Council. He has served as an alumni Associate to the Board of Trustees and as President of Lafayette’s Maroon Club, an organization that raises “second mile” support for Lafayette athletics. In 1986, he received the Clifton P. Mayfield ’09 Outstanding Young Alumni Award. From 1981 to 1991 Mr. McLaughlin served in the Connecticut General Assembly. During his six year State Senate tenure, Mr. McLaughlin was the chairman and ranking member, respectively, of the General Assembly’s Finance, Revenue and Bonding Committee and was a member of the State Bond Commission. Along with his tax policy focus, he was the primary sponsor of legislation for the preservation of open space and the “right to die.” In 1985, the Hartford Courant named him one of Connecticut’s “10 Best Legislators.” In 1990, he ran unsuccessfully for Congress in the 5th Congressional District of CT.

Andrew Mehalko is the Vice President and Chief Investment Officer for GenSpring Family Offices. Andrew's responsibilities involve development and management of GenSpring’s investment process, investment strategy, and identification and selection of money managers. In addition, Andrew is Chairman of GenSpring’s Investment Committee and is responsible for GenSpring's Family Investment Solutions covering a variety of strategies. Andrew comes to GenSpring from an impressive history of professional portfolio management and investment advisory services, including several years as the Chief Investment Officer for DCA Global Investment Management. Andrew, a Chartered Financial Analyst, also brings valuable client service and marketing expertise to GenSpring. Andrew received a Bachelor's degree in Finance from the University of North Carolina Greensboro. He has also completed course work in Behavioral Finance seminar held at Harvard University and the Investment Management Workshop at Harvard University Business School. He holds the NASD Series 3 and 65 securities registrations and is a member of The Economic Club of New York.

Doctor of Philosophy (D.Phil), University of Oxford, United Kingdom. Specialising in insurance law. Doctor of Philosophy (Ph.D), the University, Zurich, Switzerland. Specialising in contract and taxation law. Master’s Degree (LL.M.) from the Faculty of Law of the State University of Russia, equivalent to the English LL.M. Diploma in Law from the Moscow State University, Russia, equivalent to the English M.A. Specialising in international civil law. Diploma in Bank Management from the Robert Kennedy University, Zurich, Switzerland. Certificate in Assets Management and Finance Engineering (F.A.M.E.) from the University of Lausanne, Switzerland. Certificate in Banking Management from the Italian Bank Association Summer School, Sorrento, Italy. Private courses in macroeconomics and microeconomics, and in international trade, equivalent to four terms of teaching, with Dr John L Enos, Emeritus Fellow in Economics of Magdalen College, Oxford, United Kingdom.

Saadat Heads the International Wealth Management of Dubai Islamic Bank. Saadat is responsible for catering to the needs of High Net Worth Individuals (HNWI) for Shari’a-compliant investment solutions, located mainly in the GCC and countries beyond the GCC where DIB has or will create its presence such as Pakistan, Iran, Turkey and Sudan. Saadat is a regular speaker at several of the Islamic Finance conferences and he has also written articles on Islamic Wealth management. Prior to DIB, Saadat was Vice President-Investments at Merrill Lynch Dubai. Prior to this, Saadat was Vice President & Financial Advisor With Prudential-Bache Dubai for Middle East, India & Pakistan.Saadat was also Deputy Head & Senior Representative with Credit Suisse, Dubai from 1997 to 2000, part of the their global private banking platform. He started his career with HSBC and rose to senior positions over the period. Saadat is a qualified Financial Advisor, Series 7, NASD SEC-USA.. He is an MBA from Central State University, USA and a BBA in Finance from University of Oklahoma, USA, and a Bachelors in Commerce from University of Punjab Pakistan.

Carol Pepper is Founder and Chief Executive Officer of Pepper International LLC, a family office located in New York City. Carol was named a 2007 Rising Star in Wealth Management by Institutional Investor News. In 2008, Pepper International LLC has been awarded the Growth Leadership Award in the category of firms with $500 million to $1 billion in assets by the Family Wealth Alliance, which will be presented on October 2. Starting in October 2008, Carol will join the Forbes.com Investor Team and will comment regularly on the markets on Forbes.com. Carol acts as an advisor to families of wealth and oversees the investment management, estate and tax planning, philanthropy and concierge needs of her clients. The firm has an expertise in Socially Responsible Investing and works with families who would like to have a strong focus on integrating their values into their investments and their philanthropy. The firm also specializes in helping women of wealth become empowered investors. The firm also focuses on families that have complex international issues and may have family members with different nationalities and complex jurisdictional issues. Carol also acts as a consultant to global families who would like to create their own operations, and has built family offices in the Middle East, Latin America, Europe and the United States. Carol lectures extensively around the world on issues of interest to the family office industry. Past and current speaking engagement agendas are posted on the company website. Carol has over 20 years’ experience in the wealth management industry. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office formed by the Rockefeller family. As a principal at Morgan Stanley, she was instrumental in creating a web-based virtual family office prototype. Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in philosophy and a minor in Russian language. She obtained an MBA in entrepreneurial studies from Columbia University Business School in 1989. She has been an active volunteer with non-profit organizations, including the International Museum of Women and Bryn Mawr College.

Professional Experience Gyre Capital Management (2004-2008) – Co-Founder and Managing Partner – Portfolio Manager of Global Asset Fund (portfolio of managers focused on essential resources) – Investment Committee for Global Opportunity Fund (development fund for Credit Suisse) Credit Suisse (2000-2004) – Director of Prime Services, Co-head of US sales – Focus on alternative investment managers, structuring, financing and derivatives Deutsche Bank (1996-2000) – Director of Equity Finance, Head of European structured financing sales Merrill Lynch (1993-1996) – Associate, Money Market Origination and Structuring Education and Credentials Graduated Summa Cum Laude from the Univ. of Colorado with a degree in Psychology Chartered Financial Analyst, Chartered Alternative Investment Analyst, a member of the Assoc. for Invest. Management and Research, and San Francisco Society of Fin. Analysts Outside Activities Advisory counsel member for the Fisheries Conservation Foundation Director for BISX Global, the international business origination arm for the Bahamas International Securities Exchange

Mr. Raeber is a Principal of Prime Advisory Group, a family office based in Switzerland, Ireland and the Bahamas. Mr. Raeber is currently the residing partner for the group’s Bahamas offices. Prime Advisory Group is a private company and advises a select, small group of private clients and families on a broad range of international tax planning, wealth structuring, and strategic insurance solutions including captive insurance and reinsurance. Mr. Raeber has extensive experience working in the field of cross-border planning. Prime Advisory Group does not engage in asset management, however is involved in the controlling and consolidation of asset structures. Prior to forming Prime Advisory Group, Mr. Raeber was Partner and CLO of a well-established European based investment management firm, which also offered banc-assurance, estate and tax planning solutions to European and U.S. nationals. Benno K. Raeber is a qualified Swiss lawyer and practiced in Switzerland and as an international associate with Shearman & Sterling LLP, in New York. He holds a law degree from the University of St. Gallen Switzerland, and a Master of Laws from New York University School of Law.

Gilles Schanen was born in Luxembourg on March 25th 1958. He graduated from high school with a degree in science and mathematics. He studied economics and politics at the Free Univerity of Brussels, Belgium. Gilles Schanen started his financial career at Kredietbank Luxembourg where he went through a 6-month trainee program to become securities trader. His international experience started when Prudential Bache sent him to London where he worked for nearly one year as senior sales officer. After that he was Vice-President of discretionary portfolio management for Chase Manhattan Bank in Geneva. In 1988 Gilles Schanen joined Paribas Group (today BNP Paribas) in Luxembourg where he first set up a Customer Trading Desk (advice, trading, discretionary management, fund management) for an affiliate bank, Banque Continentale. He later became Head of Discretionary Portfolio Management at Paribas Luxembourg Head Office. With the merger of BNP and Paribas in the year 2000, he was sent to BNPP Miami to set up the network of advisory and discretionary portfolio management for the region of the Americas (Canada, Bahamas, Central and South America). Back in Luxembourg in 2003 he was head of the multinational clients department as well as responsible for the partnership between BNPP International Private Bank and the ATP (Association of Tennis professionals). Today Gilles Schanen is the CEO of Pasche Bank & Trust Ltd in Nassau, Bahamas.

The Hon. James H. Smith served in Parliament as a Senator and in the Cabinet of The Commonwealth of The Bahamas as the Minister of State for Finance during the period 2002 to 2007. He served as the country’s Ambassador for Trade in the Office of the Prime Minister for five years up to April, 2002. Between 1987 and 1997, he served as Governor of The Central Bank of The Bahamas in charge of conducting monetary policy for the country. Mr. Smith also held positions as Secretary for Revenue and later as Permanent Secretary in the Ministry of Finance where he was actively involved in the development and implementation of fiscal policies. He has led or was a member of numerous Bahamian delegations for investment promotion and trade missions throughout Canada, the United States, Europe, Central and South America, the Caribbean, South Korea, Japan, Hong Kong, Thailand, China, Africa, Dubai and New Zealand. Mr. Smith served as Chairman of The Bahamas Development Bank, The Bahamas Maritime Authority, The Paradise Island Bridge Authority. He was a member of the Board of Directors of many public and private companies including several banks and the Bahamas International Stock Exchange. He also served as the Chairman of the Negotiating Group on Services in the Free Trade Area of The Americas (FTAA) process. Mr. Smith was educated in Canada at the University of Alberta, University of Windsor, Ryerson University where he obtained Bachelor’s and Master’s degrees in Economics as well as a Diploma in Financial Management. An Honorary Doctorate (Humane Letters) was conferred on him in 2003. He was also sworn in as a Justice of the Peace (JP). His community involvement included membership on the Board of Trustees for the Governor General’s Youth Awards Program and the Anglican Diocese Pension Fund. Mr. Smith was named to Her Majesty, the Queen of England’s Honour list as a Commander of the Most Excellent Order of the British Empire (CBE) in 2000.

Mr. Suarez is Chairman & CEO (designate) of Family Office Bankshares, Inc. (In Organization), a South Florida-based bank holding company in the formation stage. The proposed Federal Reserve Bank regulated bank holding company will have three major business units; a national thrift chartered bank, a multi-family office wealth management group, and a mortgage-banking unit. With a total projected capital of $50-100 million, the group expects to open locations in Palm Beach, Coral Gables, Atlanta, and New York while expanding to other cities with high wealth concentrations.

Mr. Vieira is Director of Investments and Head of Fund Advisory Services of Safdié Group in Brazil. He began his career as a fixed income sales & trading associate. In 1997, he joined PEBB Bank, one of the primary dealers of the Brazilian Central Bank. In 2002, he was hired by GPS - Global Portfolio Strategists, the biggest multi-family office in Brazil. There, he was responsible for the on-shore asset allocation and products. Mr. Vieira joined the Safdié Group in December, 2005. He holds a BA in business administration and post-graduate degree in finance from Catholic University of Rio de Janeiro (PUC-RJ). He undertook an MBA program at Thunderbird, School of Global Management in Phoenix, AZ.

Wendy C. Warren is the Chief Executive Officer and Executive Director of the Bahamas Financial Services Board (BFSB), an organization devoted to increasing the quantity and quality of financial services in The Bahamas. She began her professional career in 1988 with one of the big four accounting firms. Since this time she has held senior positions in a global private banking institution and a niche provider of fund services. She has served on various boards and committees including Bahamasair Holdings Ltd., Bahamas Association of Mutual Fund Administrators, Bahamas Trade Commission and the Bahamas Electricity Corporation. Ms. Warren joined the Bahamas Financial Services Board on February 1st, 2001, after having served as a member of its Board of Directors from 1998 to 2000.

Dan Wright is Senior Vice President and Head, Wealth Management for the International Banking Division of Scotiabank. Scotiabank is one of North America’s leading financial institutions, and Canada’s most international bank, Wright has the responsibility for the Wealth Management group of companies (full service brokerage, mutual funds, investment management, trust, and private banking) outside of Canada, including offshore businesses in Bahamas, Cayman and Puerto Rico. Wright joined International Banking in September 2006. Previously, he worked for domestic Wealth Management as Managing Director and Head of Wealth Management Business Solutions and 8 years for ScotiaMcLeod, Scotiabank’s full service investment dealer. During his tenure, Wright has developed and implemented the strategy for Wealth Management for International Banking, created the Business Excellence Program, and expanded the use of alternate channels to the various Wealth Management client segments. Wright has 20 plus years of experience in the investment industry and prior to BNS, he spent 5 years with Richardson Greenshields and Dean Witter Reynolds in various technology and sales management related roles. Wright received his H.B.B.A. from Wilfrid Laurier University, 1986. He completed additional studies at the Wharton School of the University of Pennsylvania, 1999 and the Schulich School of Business at York University in Toronto and is a Fellow of the Canadian Securities Institute. Dan has been an avid personal supporter of the United Way for twenty years, Leadership Campaign Chair for Scotiabank and most recently Employee Campaign Chair. Dan is also on the board of Casey House Hospice. With headquarters in Toronto, Ontario, Canada, Bank of Nova Scotia (www.scotiabank.com), is a publicly traded company [Toronto: BNS] providing innovative financial products and services to individuals, small and medium-size businesses, corporations and governments across Canada and around the world.

Kimberly Wright-Violich is President of Schwab Charitable™, a leading national provider of philanthropic services. Ms. Wright-Violich has guided the organization’s growth from a six-month old non-profit start-up to the largest charity in California and one of the top 10 charities in the US. She has introduced numerous innovative programs to facilitate grant making and charitable asset management, resulting in over $3 billion dollars in contributions. Ms. Wright-Violich is a sought-after thought leader on the topic of charitable giving, published and widely quoted, including The Wall Street Journal, BusinessWeek, MSNBC, Investment News, Stanford Social Innovation Review and Trust and Estates Magazine. For the past three consecutive years, the San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business (2006, 2007 and 2008). Since beginning her career in 1989 in San Francisco, California, Ms. Wright-Violich has held a series of leadership positions at major non-profit organizations in Northern California. During her service as a Board Director and Vice Chair at KQED Public TV-FM, Ms. Wright-Violich managed the organization’s financial turnaround, a $70 million capital campaign, strategic planning process and reorganization of governance. As the President of the Junior League of San Francisco, the nation’s fourth-largest league, she introduced innovative media and outreach programs ranging from public relations campaigns to special events and targeted grant making programs. Ms. Wright-Violich completed executive programs at both the Stanford and Harvard Schools of Business, and received her undergraduate degree in public policy and human biology from Stanford University.