1-Day Family Office Private Investor Summit (New York, United States - September 24, 2019) - ResearchAndMarkets.com

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 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.

Agenda

(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

View source version on businesswire.com: https://www.businesswire.com/news/home/20190820005646/en/