Presentations

·“Differentiating Asset Management Firms”, 22nd Consultants Congress,
San Francisco, April 2, 2008

·“Optimizing Performance Allocation”, Wealthy Families Forum, Investment Management Institute, New York, NY November 28, 2007

·“The Family Office Marketplace”, 2007 AICPA Tax Strategies for the High-Income, AICPA, Las Vegas, NV, April 29, 2007

 · The 6th Annual Multi-Family Office Symposium, "Establishing the Family Office: Structuring for Success ", New York, NY, December 12, 2006 

· Alzheimer's Association Orange County Chapter , "Research Conference ", Irvine, CA, September 28, 2006 

· Institute for International Research, "Trends in Wealth Management: Who is Best Positioned to Serve the Family?", Chicago, IL, June 14, 2006

 · Financial Research Associates, “Family Office Models: Tailoring Your Office To Your Family For Optimal Success & Longevity”, Aventura, FL , April 24, 2006

Orange County Estate Planning Council, “The Family Office As A Registered Investment Advisor”, California, September 27, 2005

 · IIR 12th Annual Family Office Forum, “Outsourcing: Identifying and Implementing Strategic Partnerships for a Cost-efficient Family Office.”, Chicago, IL., June 8, 2005

 · IIR 12th Annual Family Office Forum, “To Office or Not To Office; Examining Options and Making the Best Decision for Your Family Office today and Years to Come.”, Chicago, IL.,  June 6, 2005  

· Financial Research Associates, LLC, “Perspective on Asset Allocation for Families”, Aventura, Florida, April 28, 2005

· Financial Research Associates, LLC, “The New Family Office: Should You Have One? How Should You Structure It? ”, Aventura, Florida, April 27, 2005

 · ICAA/NYSSA New York, 3rd Annual Strategies in Wealth Management, "Client's Perceptive on Wealth Management", November 2004.

  · “Family Offices: What are the benefits?” July 2004 

  · “MANAGING THE LIQUIDITY EVENT OF AN OPERATING BUSINESS”.   By Pat Soldano, June 2004  

  · OPENING REMARKS.  Opening remarks from the 11th Annual Family Office Forum presented by the Institute for International Research. By Pat Soldano, June 2004 

 · “Investment Management Clients: What They Want, Expect and Demand”, Investment Counsel Association of America, Inc., San Francisco, California, April 10, 2003 ~ Bullet Points

  · "What's Changing & Why in The Family Office Industry”, Institute For Private Investors, Los Angeles, California, December 16, 2002

  · “Manager Selection & Due Diligence”, Cymric, Hedge Fund Symposium, New York,
New York, July 16, 2002

  · “What is a Family Office and Do You Need One?”, Cymric, USC Family Business Program, Los Angeles, California, January 9, 2002

· “What is a Family Office and Do You Need One?”, Cymric, Schiff Hardin & Waite, Chicago, Illinois, October 24, 2001

· “A Viable Alternative to a Dedicated Family Office”, Cymric, Fox Fall Forum 2001, Chicago, Illinois, October 23, 2001

· “What is a Family Office and Do You Need One?”, Cymric, USC Family Business Program, Orange County, California, September 13, 2001

· “Managing the Established Family Office”, Cymric, The 8th Annual Family Office Forum, IIR Wealth Management Series, Chicago, Illinois, June 25-26, 2001

"Open Grill: Family Office - Build or Buy?", Cymric, Second Annual West Coast Forum For the Institute for Private Investors, San Francisco, California, February 28, 2001

· “Creating the Family Office", Cymric, 2001 AICPA Personal  Financial Planning Technical Conference, San Diego, California, January 8, 2001

· "Managing the Manager Through the Family Office",  Cymric, Family Business Workshop, Dallas, Texas, September 7, 2000

· "Bridging Generations of Wealth: The Similarities and Differences  Among Family Offices", Cymric, Institute for International Research 7th Annual Family Office Forum, June 4-6, 2000

· "Effectively Balancing Cost Cutting and Operational Efficiency at the Family Office", Cymric, Harris Bank Wealth Management Conference, Naples, Florida, May 3, 2000

· "Family Office Presentation", Cymric, The Northern Trust Company Wealth Management Client Advisory Board Meeting; Chicago, Illinois, October 7, 1999

· "Security Risk Assessment for Family Offices", Cymric, The 6th Annual Family Office Forum, Institute for International Research, Dallas, Texas, June 14-16, 1999

· "Implementing Facilitation and Mediation to Meet Family  Objectives", Family Office Planning & Management, Institute for  International Research, Palm Beach, Florida, March 15-17, 1999

· "Increasing New Business by Creating Strategic Alliances with Consultants and Other Family Advisors", Interactive Session, Institute for International Research Wealth Management for Women, Pasadena,  California, September 23-24, 1998

· "Unlocking the After-Tax Puzzle", Moderator of Panel,  1998 Harris Bank Wealth Management Conference, Harris Trust and Savings  Bank, New York, New York,
May 3-5, 1998

· "Meeting Family Objectives through Careful and Continual Gifting and Estate Planning", 1998 Summit on Women & Wealth Conference, Institute for International Research, New York, New York, April 20-21, 1998

· "Who Are The Women of Wealth & What They Need To Know",  Women of Wealth, Institute for International Research Wealth Management Forum, Phoenix, Arizona,
November 2-4, 1997

· "Dealing with the Implications of Family Issues and Their  Impact on the Family Office", Harris Bank Family Office Panel Discussion,  Harris Trust and Savings Bank, Washington, D.C., May 5-7, 1997

· "The Role of Women in the Family Office - What You Do and  Do Not Need to Know", Harris Women's Forum, Harris Trust and Savings  Bank, Los Angeles, California, May 3, 199