23rd Annual Family Office Wealth Conference — Institutional Investor | Montage Laguna Beach, 14–16 September 2026

23rd Annual Family Office Wealth Conference — Institutional Investor | Montage Laguna Beach, 14–16 September 2026

14–16 September 2026 · Montage Laguna Beach, Laguna Beach, California · Institutional Investor's West Coast FOWC — the annual Single-Family Office leaders' programme (CIO / academic / strategist-led sessions plus small-group and breakout discussion) · Invite-only, request-to-attend · Organizer-published venue

📍 Laguna Beach · 📅 2026-09-14 · Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, CA 92651 (US)

Organizer-published dossier for Institutional Investor's 23rd Annual Family Office Wealth Conference — the West Coast edition of the FOWC series, held 14–16 September 2026 at the Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, California.

📡 $UM-Radar GIS OSINT マップ

実在の公開会場座標 · Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, CA 92651 · 33.5146, -117.7567 — MapLibre GL JS v4 · OpenFreeMap liberty · 実在の OpenStreetMap タイル(AI/拡散生成画像は使用していません)。

📷 主催者ステージ写真 — Photo-QAA PASS

🧑 公開アジェンダ登壇者(OSINT検証済み、信頼度 HIGH)

Markus KalinaManaging DirectorAtalo CapitalNed BrinesCFA, Chief of Investment StrategyArnel & AffiliatesBei SavilleCFA, CAIA, Chief Investment Officer, TreasuryFingerboard Family Office, AdvanceRon MacleodManaging Partner, Chief Operating Officer, Managing TrusteeBaciu Family Capital and ManagementAvinash SarwalPresidentBikaner AdvisorsAlbert LukDirector of Private InvestmentsBrodie Generational Capital Partners, LLCTerence ThompsonVice President of InvestmentsDF EnterprisesClay BradleyVice PresidentEno FarmsPaul HwangManagerFiduciamErik LandsnessManaging PartnerG Hendley Family PartnersJordan SteinVice President of InvestmentsIlitch Family OfficeSpencer AckerPartnerImagine Holdings LLCSid MalhotraCFA, CFP, Chief Investment OfficerKactus Capital ManagementChristian CantalupoInvestment DirectorKKCG USMatthew UdompholVice PresidentKorenvaes ManagementClark ChengCFA, CAIA, FRM, Chief Investment OfficerMerrimac CorporationGrant JaaxChief Investment OfficerMongo HoldingsLopa DesaiManaging DirectorNiraat Family OfficeClay DruryCFA, CAIA, Chief Investment OfficerNorth Star InvestmentsRichard FeldmanManaging DirectorRIJO Investment GroupBrian HornerInvestment ManagerMotte CapitalMichael CapizziChief Investment OfficerShear Family Office & FoundationTroy SearlesChief Investment OfficerStuller Family OfficeKenan JiangChief Investment OfficerSterry CapitalMichelle ClementsBoard Member, Investment Committee MemberSynergy Trust PartnersDylan WeeningSenior Vice PresidentTalipot InvestmentsFritzi HallockChief Investment OfficerThe Greenland CorporationDoit KopplerChief Investment OfficerThird SecurityThomas KimChief Investment OfficerWasatch Capital, LLC
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