One Day Private Investor Summit (San Francisco, United States - July 25, 2019) - ResearchAndMarkets.com
Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Private Investor Summit is the only conference that brings together family investors with off-market deal flow.
The "Private
Investor Summit" conference has been added to ResearchAndMarkets.com's
offering.
Family offices are constantly in pursuit of excellent direct investment
opportunities and our 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: Our 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.
Admission to the Family Office Private Investor Summit is limited to the
first 175 participants, so if you would like to reserve your seat today
please complete the form at the bottom of this page.
Who Should Attend:
Past attendees have included wealthy families looking to form a family
office, single family offices, multi-family offices, real estate
investment professionals, private business owners, hedge fund and
private equity fund managers, investment bankers, private banking
professionals, CPAs, attorneys, placement agents, third party marketers,
and insurance agents. This event places an emphasis on direct
investments and deal flow, thus participants are typically either
representing a deal or looking to invest capital in a new investment.
Agenda:
10:00am - 10:15am Opening Remarks
10:15am - 10:30am Standalone Presentation
10:30am - 10:45am Standalone Presentation
10:45am - 11:20am Panel 1: Real Estate Focus -A Discussion of
Ultra-Wealthy Investor Real Estate Allocation Strategies
11:20am - 11:55am Panel 2: Successful Sponsors -Hear from investment
firms who have successfully raised $30M or more in the last year from
family offices
11:55am - 12:30pm Panel 3: Debt Deal Flow -How are Deals Structured &
Who is Achieving 10% + Returns with Moderate Risk?
12:30pm - 1:30pm Lunch
1:30pm - 1:45pm Standalone Presentation 1:45pm - 2:00pm Standalone
Presentation
2:00pm - 2:35pm Panel 4: In Pursuit of Value -Finding Exceptional Deal
Flow without Paying Top Dollar
2:35pm - 3:10pm Panel 5: Rapid Reaction -Real-Time Investment Feedback
from Family Offices for Audience Members
3:10pm - 3:45pm Panel 6: Investor Clubs & Networks -How to Find Them &
Pitch to Them Successfully
3:45pm - 4:20pm Panel 7: The CIO Perspective -The Process of Selecting
Investments for Your Family Office Portfolio
4:20pm - 4:30pm Closing Remarks
4:30pm - 5:30pm Cocktail Reception
For more information about this conference visit https://www.researchandmarkets.com/r/m7arza
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