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TFOA Symposium | Deadline Aug 30th

We hope you are enjoying the summer. This is a reminder for The Family Office Association's (“TFOA”) 10th Annual Single Family Office Symposium at SMU Cox School of Business in Dallas, TX. If you are planning to join us, we will need to finalize your participation no later than August 30th, 2024.

The format for our event is strictly private, by invitation only. For attendees, it is an opportunity to hear the latest policy research on investment related and family office issues from leading practitioners. Our speaker lineup this year is exceptional, and seating is limited so please confirm your attendance at your earliest convenience.

Speaker Lineup

We are delighted to be joined this year by the following speakers:

· Kyle Bass, Founder of Hayman Capital Management

· Paul Carbone, Co-Founder of Pritzker Private Capital

· John Phelan, Co-founder of MSD Partners

· Ray Washburne, President & CEO of Charter Holdings

· Drew McKnight, Co-CEO of Fortress Investment Group

· David Bailin, Former CIO at Citi Global Wealth

· Sunny Vanderbeck, Co-Founder of Satori Capital

·  Shane Goodwin, Associate Dean at SMU Cox School of Business

About TFOA

The Family Office Association is a global peer network that serves as the world’s leading single family office community. Our group is for education, networking, selective co-investment, and a resource for single family offices to share ideas, deal flow and best practices. Members are not actively marketing products or services to other members and no contact information or email lists will ever be shared. Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique networking opportunities, and exceptional thought leadership to our highly curated network of the world’s largest and wealthiest families. If you’d like to access our free library of whitepapers or receive event updates and more timely information about TFOA please visit: TFOA

✔️ Virtually Attending – open to anyone to attend via the Virtual Track on our website: Registration

✔️ Sponsoring – open to a few select sponsors to attend in person, please email for more information: Sponsoring

✔️ Joining TFOA – attendance in person is open to single family office principals and executives only: Membership

 We hope you will consider joining us and we look forward to answering any questions. Cheers!

Why We Are Unique

✔️ Attendees are family office executives and principals who actively engage in our single family office community throughout the year.

✔️ Speakers are invited to attend based on their expertise, not because they pay for the opportunity.

✔️ Sponsors are aligned philosophically with our long-term relationship and brand building approach. There is no solicitation.

✔️ We partner with top universities to emphasize our commitment to learning and education. Profits from our Symposium are donated to our university partners for student scholarships.

✔️ TFOA is not a commercial organization. Everything we do is designed to ensure a high quality and high impact experience for our stakeholders.

 The agenda and programs from prior Symposiums are available here: Programs. We hope you can join us this year!

Take care,

 Marc J. Sharpe

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All the information provided by TFOA are for informational and educational purposes only and neither purports nor intends to be, specific trading or investment advice or a recommendation to buy or sell any security, fund, or financial instrument. Information should not be considered as an offer or enticement to buy, sell or trade. You should seek appropriate advice from your broker, or licensed investment advisor, before taking any action. Past performance does not guarantee future results. By subscribing as a member to TFOA, you acknowledge and accept that all trading decisions are your own sole responsibility, and TFOA or anybody associated with TFOA cannot be held responsible for any losses that are incurred as a result. The information contained in this electronic mail message, including attachments, if any, is confidential information.  It is intended only for the use of the person(s) named above. Internet emails are not necessarily secure.  Each recipient is responsible for carrying out such virus and other checks as it considers appropriate to ensure that the receipt, opening, use or onward transmission of this message and any attachments will not adversely affect its systems or data.

SERVING THE SINGLE FAMILY OFFICE COMMUNITY SINCE 2007