San Francisco Experience

PANEL DISCUSSION WITH UHNW FAMILY OFFICE REPRESENTATIVES.
Facility generously provided by AEW

First 65 minutes 2:15-3:20
Arrival, socializing and a little noshing with hors d’oeuvres and open bar. Expect pre-event excitement, hugging and embracing so give yourself extra time.

Second 65 minutes 3:20 -4:35
Guest Panel: Family Office/UHNW Strategy Session. Individuals from this community will be on
hand to discuss the ins and outs of working with this asset allocation from this side of LP world.
Co-Moderator: Paul Morelli, CFA, CAIA, Managing Partner, Vernal Point Advisors LLC., Vernal
Point is a wealth advisory firm headquartered in San Francisco whose majority of clients are
families that generated their wealth as founders of public and private companies or as
general partners of private investment firms.

Third 65 minutes 4:35-5:30
More socializing with hors d'oeuvres and open bar. Expect post-event excitement, hugging and
embracing so give yourself extra time.

5:50 Adjourn
* If you have a special request, please let us know and we will provide these libations.