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 Map

Real public venue coordinate · Montage Laguna Beach, 30801 Coast Highway, Laguna Beach, CA 92651 · 33.5146, -117.7567 — MapLibre GL JS v4 · OpenFreeMap liberty · real OpenStreetMap tiles (no AI / diffusion imagery).

📷 Organizer Stage Photos — Photo-QAA PASS

II 23rd Annual West Coast Family Office Wealth Conference 2026 — venue-day pickleball courts at the Montage Laguna Beach (participant photograph)
Montage Laguna Beach courtside during the conference week (14–16 September 2026) — participant photograph published by the sponsor account @eSubDocs, 2048×1152. Venue-day group activity only: the players are not identified, never face-clipped and never attributed; no person in this frame is a named advisory-board member.
On-site activation still at the II 23rd Annual West Coast Family Office Wealth Conference 2026 venue, Montage Laguna Beach
Venue-side activation still from the same participant set (@eSubDocs, 2026-09-24) — no persons depicted. Real venue-day media; no stock imagery, no AI/diffusion imagery.
II 23rd Annual Family Office Wealth Conference 2026 — keynote stage at the Montage Laguna Beach: agenda speaker at the podium beneath the Institutional Investor backdrop, dual screens naming the conference and Laguna Beach, CA, Sept. 15 2026 (post-event recap photograph)
Agenda keynote stage, 15 September 2026 — Institutional Investor 23rd Annual Family Office Wealth Conference, Montage Laguna Beach. Published by the agenda keynote speaker on his own account (@JohnSitilides, 2026-10-05) as a post-event recap; standing corner watermark only — no crop, no upscale, no generative edit. The audience appears from behind: no attendee is identified, face-clipped or attributed.
Closer stage frame at the II 23rd Annual Family Office Wealth Conference 2026, Montage Laguna Beach — speaker mid-address with session slides
Same stage set, closer frame — Institutional Investor backdrop and session slides. Venue-day stage media from the same agenda-keynote recap (@JohnSitilides, 2026-10-05); apart from the agenda-listed keynote speaker no person is depicted and no attendee is identified.

🧑 Public Agenda Speakers (OSINT-verified, confidence 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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