Wealth Postcard V2 - NMS Management

NMS Presents The Family Office Forum:
Challenges in
Wealth Management
March 11-14, 2007, The Breakers, Palm Beach, FL
FORUM HOST
KEYNOTE SPEAKERS
FEATURED SPEAKERS
Nancy M. Szigethy
NMS Management,
Inc.
FORUM CHAIR-
MEN
Conley Brooks, Jr.
Brooks Associates, Inc.
Dorothy Collins Weaver
Collins Capital
James M. Collins
Foundation
Harry F. Martin
Family Advisors, LLC
FORUM CHAIR-
MAN EMERITUS
Peter E. “Tony”
Guernsey, Jr.
Wilmington Trust FSB,
New York
Byron Wien
Pequot Capital
Management, Inc.
Steven M. Galbraith
Maverick Capital
SPECIAL ADDRESSES
Joe Barnes
James A. Baker III
Institute for Public
Policy
William Marsh Rice
University
Niall Ferguson
Harvard Business
School, The Hoover
Institution & Author
Zanny Minton Beddoes
The Economist
General Tony Zinni
United State Marine
Corps (Retired)
David Hale
Economist
Hale Advisers LLC
Kátia Rezende Barbosa
Famigliare
Family Business
Network - Brazil
Tim Brosnan
The Brosnan Family
Alex Cook
Fortress Partners Fund
Sanford Crystal
Frank Crystal & Co.,
Inc.
Silvia Fazio
Collyer Bristow
Carla Fontana
Famigliare
Bennett Goodman
GSO Capital Partners
L.P.
Gailen Krug
Waycrosse, Inc.
Scott A. Lupkas
Verdis Wealth
Management
Veronica Maldonado
GEM Family Office
Paulo Melo
Integra Solutions L.L.C.
Thomas G. Ricks
H&S Ventures, LLC
William M. Rose
Okabena Investment
Services, Inc.
Elizabeth R. Varet
American Securities,
L.P.
Eric Weinstein
Lehman Brothers
René A. Werner
Werner & Associates -
International
Marianne Wilder Young
Market Street Trust
Company
Special Sunday Afternoon Program:
This closed-door session focused on both investment and non-investment subjects will be
conducted in a protected environment for family members and family office Executives only.
This opening session will also allow families to meet each other at the onset of the forum.
Register before February 5, 2007 to receive our discounted rate.
To register: Please call 516 933 3700 fax 516 933 3705 or register online at www.nmsmanagement.com.

The NMS Family Office Forum:
Challenges in Wealth Management
March 11- 14, 2007
The Breakers, Palm Beach, Florida
EARLY DISCOUNTED REGISTRATION FEES
Registrations are accepted at the discretion of NMS Management. All options below must be
approved. Payment must be received by February 5, 2007 to take advantage of discounted rates.
$895 Family Members and Individual Family Office Executive Registrants Only
Please check here if you are a Family Member or an Individual Family Office
Executive and would like to attend the Sunday program for Latin American Families.
I am a Family Member _____________ a Family Office Executive ______
Family Name ________________ Generation ___________________
Family Office Name ________________________
Multi-client Family Offices
If you represent a multi-client family office please contact Teresa Sanacore at 516-933-
3700 ext 220 for information regarding registration under this option.
$4,195 Service Providers
This fee which applies to investment managers, hedge fund managers, advisors, consultants,
and other service providers, entitles you to attend the reception on Sunday evening,
March 11th in addition to the forum beginning Monday, March 12th.
TO REGISTER
Forward your registration by mail, fax, telephone or email, as follows:
Mail NMS Management, Inc., 500 North Broadway, Suite 236, Jericho, NY 11753
Fax 516 933 3705 Phone 516 933 3700 Online www.nmsmanagement.com
Email cynthia@nmsmanagement.com
REGISTRATION FEES
Please make checks payable to NMS Management, Inc.
We accept credit card payments (Visa, MasterCard, American Express & Discover).
HOTEL ACCOMMODATIONS
The Breakers, One South County Road, Palm Beach, FL 33480. To reserve a room, please contact
Cynthia Baptiste at cynthia@nmsmanagement.com.
SPONSORSHIPS
NMS’s limited sponsorship opportunities sell out quickly, so take this unusual opportunity to
“get in on the ground floor” as a sponsor of an NMS event. If you are interested in receiving
more information about becoming a corporate sponsor, please contact Teresa Sanacore at
516 933 3700, ext. 220, or email teresa@nmsmanagement.com.
NMS Management, Inc.
500 North Broadway, Suite 236
Jericho, NY 11753
NAME
JOB TITLE
COMPANY
ADDRESS
KEYCODE
BADGE NAME
CITY STATE/PROVINCE ZIP/POSTAL CODE
PHONE FAX E-MAIL
CREDIT CARD NO.
SIGNATURE
PRSRT STD
U.S. Postage
PAID
NMS
Management, Inc.
EXPIRATION DATE
AUDIO/VIDEO RECORDING PROHIBITED
Recording any aspect of the conference, whether by audio, video or any other manner of recording,
copying or reproduction is strictly prohibited.
CANCELLATION POLICY
No refunds for cancellations. Upon written notification received prior to February 23, 2007,
NMS Management, Inc., will provide a credit voucher for a future Family Office Forum. There
will be no credits for cancellations received after February 23, 2007, or for no-shows.
Payment must be made by February 5, 2007 to take advantage of our discounted rates.