Previous Speaking Engagements for Lisa Gray:

14 September 2005 - Was co-leader of post-conference workshop on family governance with Lee Hausner, Ph.D. at 3rd Annual Integrated Wealth Management Forum in New York

21 October 2005 - Was a panel member at the Securities Industry Association's Small Firms conference in Dana Point, CA. The topic was "The Small Firm of Tomorrow"

15 December 2005 - Delivered a one-hour presentation at Merrill Lynch's Private Banking and Investment Group one-day training session led by Jean Brunel. One of Merrill's internal people also made a one-hour presentation. The topic was the influence of generational perspectives and family dynamics on wealth management decisions and how it affects asset allocation.

29 March 2006 - Was a panel member at the 2nd Annual Islamic Wealth Management conference in Geneva, Switzerland. Topic was how generational perspectives and family dynamics influence wealth management decisions and how it affects asset allocation.

30 March 2006 - Presented post-conference workshop on the family office at the 2nd Annual Islamic Wealth Management Conference in Geneva, Switzerland. Eight hours' worth of presentations covered each step of creating a family office, including GRAYMATTER's proprietary Wealth Optimization Consulting™ concept emphasizing the importance of recognizing the influence of generational perspectives and family dynamics on wealth management decisions and how it affects asset allocation.

4 May 2006 - Presented a session at the Institutional Investor Women and Wealth conference in New York on how advisors should work with women of wealth.

6 June 2006 – Presented an Advisor Roundtable session for members of the Institute for Private Investors in New York. Topic was the influence of generational perspectives and family dynamics on wealth management decisions and how it affects asset allocation.

10 - 12 June 2006 – Delivered a brief presentation on generational perspectives and how they affect asset allocation before the business card exchange session at the IIR Family Office Forum in Chicago.

29 and 30 June 2006 - Delivered a two-hour presentation at the Private Wealth Management conference sponsored by the CFA Institute, the Singapore Society of Financial Analysts, and the Wealth Management Institute in Singapore on the goals of wealth transfer; family values and the transmission of those values to the next generation; the pros and cons of single and multi-family offices.

13 & 14 September 2006 Presented at Morgan Stanley internal advisor and private family client conferences in Singapore and Jakarta on wealth transfer, generational wealth management issues, and goal-based allocation design.

18 – 20 September 2006 – Presented at 4th Annual Integrated Wealth Management Forum, New York City on the influence of generational perspectives and family dynamics on asset allocation and wealth management decisions.

22 April 2007 – Co-presented with two colleagues at Financial Research Associates 6th Annual Family Office Symposium in Turnberry Isle, FL. Three-hour pre-conference workshop “Intelligent Use of Advisors.” Advised on how to choose advisors and how to work with various advisors families may hire for different purposes.

23 April 2007 – Co-presented with another colleague at Financial Research Associates 6th Annual Family Office Symposium in Turnberry Isle, FL. “The Three Forms of Governance: Their Functions and Value to Family Service.” This session explained a method of governance which is proprietary to GRAYMATTER STRATEGIES LLC which helps families better understand the role of governance and the ways in which it should function to serve families of wealth.

8 May 2007 – Chaired 2nd Annual Women & Wealth Conference in New York City. Also presented during closed door private investor sessions along with a private investor from a wealthy family on the topic of governance.

9 May 2007 – Presented at Financial Events Wealth Management conference in New York City. Topic was the three forms of governance.

10 May 2007 – Presented at the Strategic Research Institute conference in Toronto, Ontario on attracting high net worth women as clients.

5 June 2007 – CFA Institute, Washington Society of Financial Analysts, Washington, DC. Presented a one-hour session on the changing marketplace landscape for high net worth clients.

6 June 2007 – Institute for International Research (IIR) 14th Annual Family Office Forum in Chicago, IL. Co-presented with a colleague on working with families with new wealth.