Family offices are constantly in pursuit of excellent direct investment opportunities and the annual Family Office Private Investor Summit is the only conference that brings together family investors with off-market deal flow.
For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done. Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.
Benefits of Attending
1. Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections. Rapidly expand your relations with family offices who are looking for direct investments, co-investments, and club deals.
2. Learn How to Structure Deals: The family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital.
3. Deal Flow & Due Diligence Best Practices: Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.
(Time - Topic)
10:00am - 10:15am Opening Remarks
10:15am - 10:30am Artificial Intelligence: The impact and the opportunity Felon Fatemi - Node
10:30am - 11:05am Panel 1: Private Investor Preferences: What legal structures, fees, and models are preferred right now?
10:45am - 11:20am Advanced Tax Saving Strategies for 2019 David Babinski - True North Resources
11:20am - 11:55am Panel 2: Income Investments: A Debt, Lending, and Royalty Deal Discussion
11:55am - 12:10pm Standalone Presentation
12:10pm - 12:45pm Panel 3: Real Estate Allocations: A discussion of mandates, trends, and late cycle strategies that are working
12:45pm - 1:45pm Lunch
1:45pm - 2:00pm Standalone Presentation
2:00pm - 2:35pm Panel 4: Co-Investing, Club Deals, & JV Equity: Hear creative ways to close more deals from investors
2:35pm - 2:50pm Standalone Presentation
2:50pm - 3:25pm Panel 5: Investor First Impressions: See investors rate audience investment firm brands in real time
3:25pm - 4:00pm Panel 6: Don't Miss The Boat: Due Diligence Discussions on the Hottest Areas of Investment
4:00pm - 4:35pm Panel 7: Family Office Focus: Where does the ultra-wealthy see the highest demand for investments?
4:20pm - 4:30pm Closing Remarks
4:30pm - 5:30pm Cocktail Reception
For more information about this conference visit https://www.researchandmarkets.com/r/4x88u7