Upcoming Seminars
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Manager Due Diligence Workshop
This interactive workshop will present a series of case studies in various strategies and asset classes, including Private investments Quant [Read More]
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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
Sponsored by:
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