September 27, 2023

Shearman and Sterling Third Annual Family Office Summit

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SHEARMAN AND STERLING THIRD ANNUAL FAMILY OFFICE SUMMIT

Shearman & Sterling hosted our third annual Family Office Summit on September 27-28. The in-person event took place in our New York office and was attended by 149 single-family offices, family enterprise owners, board members, and directors of large private foundations.

The 1 1/2-day program featured panels covering a range of topics, including new perspectives on portfolio allocation; current macroeconomic trends; risk management; advances in artificial intelligence; the future of finance, private equity and clean energy investments; and outlooks on financial markets and the global economy.

Following a fireside chat with Mark Sotir of Equity Group Investments (EGI) moderated by Donna Parisi, Global Head of Finance, day one ended with a cocktail reception.

Day two of the summit closed with a fireside chat with David Rubenstein and Todd Rich of Declaration Family Office, moderated by Senior Partner Adam Hakki, and an exclusive whiskey tasting hosted by Sagamore Spirit, founded by Kevin Plank, Founder and Chief Executive Officer of American sportswear company, Under Armour, based in Baltimore.

The event was hosted by partners Donna Parisi and Anna Salek, co-heads of Shearman & Sterling’s Family Office Group and Amir Rafizadeh, Principal at 678 Partners.

View the Family Office Summit’s full agenda.

Autoren und Mitwirkende

Donna Parisi

Partner

Derivatives & Structured Products

+1 212 848 7367

+1 212 848 7367

New York

Roger Morscheiser

Partner

Mergers & Acquisitions

+1 212 848 7422

+1 212 848 7422

New York

Bill Nelson

Partner

Capital Markets

+1 713 354 4880

+1 713 354 4880

Houston

Alain Dermarkar

Partner

Mergers & Acquisitions

+1 214 271 5658

+1 214 271 5658

Dallas

Christopher M. Zochowski

Partner

Private Equity

+1 212 848 4877

+1 212 848 4877

+1 202 508 8010

+1 202 508 8010

New York

Omar Alkaffas

Partner

Project Development & Finance

+971 2 410 8163

+971 2 410 8163

Abu Dhabi

Emily Leitch

Partner

Capital Markets

+1 713 354 4845

+1 713 354 4845

Houston

Ilir Mujalovic

Partner

Capital Markets

+1 212 848 5313

+1 212 848 5313

New York

Rohan S. Weerasinghe

Of Counsel

Capital Markets

+1 212 848 5138

+1 212 848 5138

New York

Anna Salek

Partner

Private Client

+1 212 848 4838

+1 212 848 4838

New York

Azam Aziz

Partner

Derivatives & Structured Products

+1 212 848 8154

+1 212 848 8154

New York