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.

8:30-9:00     Registration

9:00-9:05     Welcome – Lois Peltz, Peltz International Inc

9:05-9:50     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.


9:50-10:50 Technology, Disruptions and Investment Opportunities

Abigail Laufer, Ferguson Family Office

Brian Smiga, Alpha Venture Partners

Scott Storkamp, Morgens Waterfall Viantiadis

Moderator: Chris Solarz, Cliffwater LLC

10:50-11:00   Break

11:00-12:00   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 & Herling

12:00-1:00      Real Estate Trends: 1031s versus Opportunity Zone Funds

  • Current status of OZFs
  • Pros and cons of OZFs
  • Pros and cons of 1031s

Manish Shah, Two Kings

Pamela Michaels, Asset Preservation, Inc

Stephen Breitstone,  Meltzer Lippe Goldstein & Breitstone LLP

Moderator: Bobby Shamsian, Kushner Real Estate Group

1:00-2:00   Luncheon Address: US-China Trade War: Implications for Investing

Ann Lee

Author and professor Ann Lee will address current US-China relationship and trade war and its implications for investing.

2:00-3:00    The Current Appetite for Start-Ups/Emerging Managers

  • Current landscape
  • How to identify interesting emerging managers
  • Obtaining access
  • Working with other families
  • Strategy vs opportunistic?
  • Capacity constraints
  • US, Europe, Asia
  • Outlook

Clark Cheng, Merrimac Corporation

Cameron Rennie, Medici Advisors

Thomas Zucosky, Discovery Capital

Chaya Slain, AdCap

3:00-4:00    Family Owned Businesses: Challenges

The panel will explore a variety of challenges facing family-owned businesses such as rapid growth and expansion, refinancing, internal governance, succession planning.

Amy Arndt, Ballard Spahr

Neil Wolfson, former family office president

Sophocles Zoullas, Zenith Shipping

4:00-5:00     Solutions: Search Funds/Impact Investing

Among the ways that family offices are successfully getting younger family members involved, both through investment opportunities and operations, are through Search Funds (Entrepreneurship through Acquisition) and Impact Investing. This panel will provide case studies on what has worked/not worked.

Brian Axelrad, Horwood Marcus & Berk

Rahman Irwin, Dealer 1-2-1

Euler Bropleh, Vested World

5:00  Conclusion


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