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

Angel 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.  He will include comments on beverages, food, skin care products, and cannabis.

Co-Investing/Private Investing Opportunities

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 and Opportunities: 1031s versus Opportunity Zone Funds

Pamela Michaels, Asset Preservation, Inc

Manish Shah, Two Kings

Stephen Breitstone, Meltzer Lippe Goldstein & Breitstone LLPE

Moderator: Bobby Shamsian, The Kushner Real Estate Group


The Current Environment for Start-Ups/Emerging Managers

Clark Cheng, Merrimac Corporation

Cameron Rennie, Medici Advisors

Thomas Zucosky, Discovery Capital

Chaya Slain, AdCap


Family Owned Business: 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 president/chief investment officer of a family office

Sophocles Zoullas, Zenith Shipping



Sponsored by:



Complimentary for family offices.

$500 for consultants, wealth  managers, funds of funds