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:

Assessing Investment Opportunities in Today’s Market,  Kevin McGovern, McGovern Capital


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

Speakers to be announced


Emerging Market Opportunities

Sophocles Zoullas, Zenith Shipping

Others to be announced


The Current Environment for Start-Ups/Emerging Managers

Clark Cheng, Merrimac Corporation

Other speakers to be announced

Sponsored by:




Complimentary for family offices.

$500 for consultants, wealth  managers, funds of funds