Family Office/Foundation Symposium – Assessing Investment Opportunities in Today’s Market


This one-day seminar will explore investment opportunities in a variety of areas including real estate, technology, start-ups, co-investing, impact investing, and emerging markets.


Keynote Address:

Global Innovation Trends,  Kevin McGovern, McGovern Capital

Family office investor and  entrepreneur Kevin McGovern, chairman and CEO of McGovern Capital, will share his  experiences and observations about innovation opportunities on a global basis, primarily in Asia, Europe and Latin America.  His will include comments on beverages, food, skin care products, cannabis, eSports as well as other innovative products.

Co-Investing/Private Investing Opportunities

  • getting to a successful closing
  • what makes or breaks a deal?
  • sourcing deals
  • the deal term sheet and beyond
  • common “sticking points”
  • sponsor’s alignment
  • fee structure
  • addressing conflicts
  • QSBS exclusion

Chuck Clarvit, Clarvit Capital Family Office

Michael Felman, MSF Capital

Matthew Eisenberg, Finn Dixon


Technology, Disruptions and Investment Opportunities

Abigail Laufer, Ferguson Family Office

Brian Smiga, Alpha Venture Partners

Scott Storkamp, Morgens Waterfall Viantiadis


Real Estate Trends: 1031s versus Opportunity Zone Funds

Pamela Michaels, Asset Preservation, Inc

Others to be announced


The Current Appetite for Start-Ups/Emerging Managers

Clark Cheng, Merrimac Corporation

Cameron Rennie, Medici-Advisors

Family Owned Businesses: Challenges

Amy Arndt, Ballard Spahr

Others to be announced

Emerging Market Opportunities

Sophocles Zoullas, Zenith Shipping

Others to be announced



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