Join us on September 26th for an exclusive MasterClass hosted by Danielle Patterson, CEO of Family Office List, featuring special guest Julia Valentine, CEO of Family Office Alpha.
Julia brings over 20 years of experience at top-tier firms such as JPMorgan, D.E. Shaw, and Mousse Partners, a large family office. She has also served as COO and CTO of a public pension fund with $110 billion in assets under management and is a current board member of Apple Bank, New York's largest state-chartered savings bank with $17 billion in assets and $15 billion in deposits.
In this session, Danielle and Julia will delve into the critical topic of Family Office Technology & Cybersecurity. According to a 2024 JPMorgan Global Family Office report, 25% of family offices have experienced cybersecurity breaches or fraud, yet only one in five has adequate cybersecurity measures in place.
This MasterClass will explore why cybersecurity is a top concern, how to assess and enhance your family office's defenses, and what steps to take to protect your reputation.
Key Topics Covered:
- Why cybersecurity should be top of mind for family offices.
- How to determine your starting point and create a roadmap to success.
- What to expect from an in-house team and how to manage a reasonable budget.
- Evaluating and improving your technology infrastructure.
- How to assess technology providers and the quality of your governance and internal controls.
Don’t miss this opportunity to learn from industry leaders and ensure your family office is prepared to meet the evolving challenges of cybersecurity and technology infrastructure.
September 26th, 2024
ZOOM, 1- 2 pm ET