ivyfon3PBHFA’s Founder and Managing Director, Dave Goodboy, chaired the Asset Allocation Panel at the Ivy Family Office Plus.   We delved into the thought process and investment ideas of four leading names in the Palm Beach region.    It was an interesting and very educational seminar for both the panel members and audience.  


Family Office Trends Agenda

March 16th

On Wednesday March 16th we will host a seminar on 2016 Family Office Trends. This event is oriented towards persons in the Family Office industry working primarily for single family offices, Ultra High Net Worth Individuals as well as multi-family offices. We will spend a day reviewing trends in family offices with leading experts on the subject matter. This event is for people who presently run or are considering launching a Family Office. To get through security, you must register. The event starts at 9:00 a.m. and ends at 4:30 p.m. A reception will follow.


9:00 – 9:30 a.m. , breakfast

9:30 – 10:20, 2016 Portfolio Allocations

Eric G. Knauss, CFA, Chief Investment Officer – Proteus, LLC
Arun Kaul, Chief Investment Officer – Independent Portfolio Consultants, Inc.
Barry Diamond Chief Investment Officer at The Harrison Group, Inc.
Jeff Zipper, Managing Director of Investments- Florida Private Client Reserve of U.S. Bank
Moderator – Dave Goodboy, Founder – Palm Beach HFA