**The Evergreen PDX |** 618 SE Alder St, Portland, OR 97214

Tuesday, October 22

9:00 AM - 5:00PM: Summit

11:00 AM: Panel 1: First Generation: Wealth Creation Success Stories

12:30 PM: Panel 2: Capital Access Multiplier: Knowing What Capital to Take and The Resources to Manage it

1:15 PM: Panel 3: Sustaining Multi-Generational Wealth

2:00 PM: Panel 4: Building Legacy: The Rise and Lessons of the Family Office

2:45 PM: Panel 5: Investing with Impact: Results & Returns Despite the Challenges of DEI

5:30 PM - 7:00 PM: Annual Investor Meeting

7:00 PM - 7:30 PM: GP/LP Match

7:30 PM - 9:00 PM: VIP Dinner

Panel 4

The Rise of Family Offices: Structures & Execution - how and why to set up a family office with your accumulated wealth

Moderator: Dr. LaTanya White:
Panelist: Debbie Rumbo: Debbie works on the investment side of the family office, she can speak about the role of an investor from a FO perspective, and evaluation criteria
Panelist: Shawn Ray White: Shawn Ray is the general counsel for many family offices- one in particular being the Smith FO. She can speak on structures for FOs, pro-tips from a lawyer's perspective, and hesitations for FO to invest in this kind of market
Panelist: Bill Spruill: Bill sold his company and used the cash from that exit to found this FO. He can speak to why he decided on this pathway and specific structures of FOs.
Panelist: Delroy Wright: Delroy is the Managing Partner of Una Equity Partners and previously ran a FO led by Christina Lewis. He expanded the FO from a single family office to a multi-family office, so can discuss growth strategies including the ability to purchase sports and entertainment teams