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					 2nd Annual Thunderbird Global Wealth Management Summit
                                        Program Agenda*

       October 10-12, 2011 at The Westin Kierland Resort & Spa, Scottsdale, AZ
Program Purposes:

        provide global insights on key future worldwide issues,
        explore innovative investment concepts with actionable strategies,
        share philanthropic passions, and
        foster a community of lifetime learning for better family life

                                              ……………

Day 1: Monday, October 10, 2011 (Kierland Resort in Scottsdale)

Daily 7:30am to 8:30am Breakfast

8:25     Welcome
8:30     Dr. Michel Leonard, Senior Vice President & Chief Economist, Alliant Insurance, A
         Blackstone Company, “Major Risks Facing the Global Economy: Translating Major Risks
         Trends into Accountable Risk Controls & Strategies for Private Equity, Family Offices, and
         High Net Worth Individuals.”

9:30     Dr. Frank Sortino, Professor of Finance, Chairman, San Francisco State University; CIO,
         Sortino Investment Advisors and James Pupillo, Senior Vice President, Institutional
         Consulting Director, Family Wealth Director, Spectrum at Graystone Consulting,
         "Strategic Investing - Desired Target Return – Better Built Portfolios"

10:30 Break

11:00 Richard L. Hartmann, J.D., CLU, ChFC, senior advisor and co-founder of Benefit
      Concepts, Inc. and Roy Williams, President of the Institute for Preparing Heirs and
      Founder of The Williams Group, “The Global Wealth Transfer Challenge -- The greatest
      transfer of wealth in history is occurring – 1 trillion a year in the U.S. alone!” 70% of
      world-wide wealth does not remain harmoniously in families through the second
      generation...We will discuss the source of problem and documented solution.

12:00 Lunch




*Program subject to change                                                                   Page 1
1:15   De Anne Steele, CFA, CAIA, Managing Director, West Investment Executive, U.S. Trust,
       Bank of America Private Wealth Management, “Global Rebalancing: A Long-term Shift.”

2:15   Nathaniel Karp, Chief U.S. Economist for BBVA Compass, “

3:00   Graham Russell, formerly Executive Director CORE, "Sustainable Environment for
       Sustainable Economies"

3:30   Break

3:45   Fran Lotery, Ph.D., Principal, Relative-Solutions, “Sustainable Leadership in Family
       Legacy and Wealth Management.”

4:30   Steve Seleznow, Ed.D, CEO, Arizona Community Foundation, “Trends in Philanthropy,
       Pros and Cons of Private vs. Community Foundation”

5:45   Bus departs for Global Musical Instrument Museum

6:00 – 8:00pm: Hors d’oeuvres and refreshments, classical guitar music, followed by a
        Private Tour of Musical Instrument Museum – presenting the music and instruments of
        the World that unites us all.
                                              …………..

Day 2: Tuesday, October 11, 2011 (Kierland Resort in Scottsdale)


Daily 7:30am to 8:30am Breakfast

8:30   John Goodson, Goodson Manley Forakis, Plc., "How To Preserve Wealth For Multiple
       Generations and How To Overcome The Legal, Financial, and Psychological Challenges So As To
       Empower Rather Than Dissipate The Next Generations."

9:15   Charles Williams, Managing Director, Morgan Stanley Smith Barney, “What Drives
       Foreign Exchange Currency Markets”

10:15 Break

11:00 David J. Goerz III, SVP, Chief Investment Officer, HighMark Capital Management, Inc., a
      subsidiary of Union Bank, "Shaken, But Still Standing."

12:00 Lunch – MaryAnn Guerra, CEO, BioAccel, "Using Philanthro-capitalism to Improve
      Health and Achieve Positive Economic Impact"



*Program subject to change                                                                    Page 2
1:00   Stanley T. Padgett, Padgett Law, P.A., "Tax and Insurance Structures for Tax Savings and
       Asset Protection."

2:00   Dr. Raja M. Almarzoqi Albqami, Chief Economist, Al Khabeer Capital, Associate
       Professor of Economics, Institute of Diplomatic Studies, Riyadh, Saudi Arabia,
       “Implications of Global Economic Power Shifting to Developing Countries.”

2:40   Bruce DeBoskey, The DeBoskey Group, “The Fourth Leg of the Table - Philanthropy.”

3:15   Seth Freeman, CEO, EM Capital Management, LLC, “Country Focus Update:
       India.”
3:30   Gary Gibbons, Adjunct Professor Global Finance, Thunderbird, “The Use of ETFs as an
       Equity Hedging Strategy.”

3:40   Break

4:00   Donald B. Trone, CEO, (Chief Ethos Officer), 3ethos, Marty Jensen, “Wealth Management
       Ethos and Freedom from Wealth.”

4:45   Bus departs for Arizona Science Center, 600 E. Washington St., Phoenix

5:30 – 7:30pm: Hors d’oeuvres and refreshments, sponsored by thunderbird and
        Arizona Community Foundation, A World-Premiere National Geographic Exhibition, tells
        the story of the Whydah, a pirate ship that sank off the coast of Cape Cod over 250
        years ago, and showcases treasures of jewelry, gold and weaponry and a full-size replica
        of the ship.
                                            ……………..

Day 3: Wednesday, October 12, 2011 (Kierland Resort in Scottsdale)


Daily 7:30am to 8:30am Breakfast

8:30   Welcome: Family Wealth Day
       Ernesto Poza, Professor Family Business, Thunderbird, "Aligning Family Interests
       through Good Family Governance and Preparing Family Members for Board
       Responsibilities”

9:15 Edouard Thijssen, CEO & Founder, TrustedFamily, Brussels, Belgium, “A Secure Web
     Platform for the Family’s Business”




*Program subject to change                                                                   Page 3
10:15 Ann Freel, Vice-President and Director, Family Education and Governance, Northern
      Trust, Chicago, “Educating the 'Next Generation' of Family Members for Life With
      Wealth."

11:00 D. Fort Flowers, Jr., CFA, President and CEO, Sentinel Trust Company, LBA, Houston,
      Texas, “Challenges of Substantial Wealth – Lessons We Have Learned From the Last Four
      Years.”

12:00 Lunch

1:00   David Thorson, Vice-President, Nevada Trust Company, “Asset Protection and more
       from the Family Business Enterprise (FBE) Corporate Structure”

2:00   Tom Zanecchia, CPA, Founder and President, Wealth Management Consultants, Denver,
       Colorado, “Financial and Estate Planning as a Comprehensive Approach to a Family’s
       Wealth and Continued Spirit of Enterprise”

3:00   Break

3:15   Christopher G. Didier, CFA, Managing Director and team leader of the Baird Family
       Wealth Group, an advisory team within Baird Private Wealth Management, “Picasso, St.
       Gaudens or Lafite: Does Passion Have a Place in Wealth Management?”

4:15   David K. Walser, CPA/PFS, Director of Client Strategies, GenSpring Family Offices,
       “Charitable Giving and Your Estate Plan.”

5:15   Panel: Today’s Highlights, Predictions and Take-Aways
       Ernesto Poza moderating, All today’s presenters participating

6:00   Program Closure and Next Steps
       F. John Mathis, Professor of Global Finance, Thunderbird School of Global Management




*Program subject to change                                                                  Page 4

				
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