Victoria Global Sponsors Family Office Direct Investing, Co-Investing Event & Club Deal Conference
Friday 26 September, 9:00 AM 2014 to 5:00 PM 2014
800 Powell St, San Francisco, CA, 94108 (View Map)


Family Office Direct Investing,

Co-Investing Event & Club Deal Conference

September 26, 2014

09:00 am-05:00 pm

 University Club of San Francisco,

800 Powell St,

San Francisco, CA 94108


Sponsored by  




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“As a small boutique firm in the family office space, the Family Office Group seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.”  

-    Karen M. Schmid, Moirai Capital Management, LLC

Our Family Office Direct Investment conference features family offices and co-investment and club deal experts from around the world.  This is a one of a kind event focused exclusively on helping family offices construct a portfolio of operating businesses and equity stakes.


08:45 am Registratoin and Breakfast
09:00 am

Family Office Co-Investing and Club Deal Growth
Richard C. Wislon, CEO & Founder
Single Family Office Syndicate and Billioniare Family Office 

09:30 am

Headline Speaker: Separating Good Deal Flow from Bad
Michael Connor, Director of Investments
Consolidated Investment Group ($1B+ sFO)

10:30 am

Conducting Institutional Quality Due Diligence as a SFO
John Bishop, CEO
Bishop Office (SFO)

11:30 am

Working with Fundless Sponsors

Noon Lunch & Break for Open Networking 
01:00 pm 

Panel Discussion: Co-Investing & Club Deal Setup
Blakely Page (SFO), james Cassel (Cassel Salpeter & Co.), TBA 

02:00 pm 

Direct Investment Case Studies & Models to Emulate
Blakely Page, Managing Partner
Sprouting Rock Financial Partners (SFO)

03:00 pm

Structured Networking & Partnership Identification Session

04:00 pm  Closing Remarks and Open Networking Session 



Michael Connor

Michael Connor

Consolidated Investment Group ($1B+ SFO)



Christian Zabbal

Black Coral Partners ($1B+ SFO)


Matthew McCarthy

Mathew McCarthy

Nottingham & Spirk ($1B+ SFO)


John H Bishop

John Bishop

Bishop Wealth Management (SFO)


Harris Fried 

Harris S. Fried

Fried Family Office (SFO)


William Kidd

William Kidd

KIDD & Company (SFO)


Skip Coomber

Skip Coomber

Coomber Family Ranch Wines (SFO)


Gary Domoracki

Gary Domoracki

Ten Mountain Capital (SFO)


Lauren Cooks Levitan

Lauren Cook Levitan

Moxie Capital (PE Firm)

James Cassel 

James Cassel

Cassel Salpeter & Co. (FO IB)



Richard C. Wilson

Billionaire Family Office

Blakely Page

Blakely Page

Spouting Rock Capital (FO IB)



Shaun Skeris

Pioneer Wealth Partners (MFO)


Benefits of Attending


  • Build Your Family Office Co-Investment Network: Rapidly expand your connections to family offices who are looking for direct investments, co-investments and club deals.
  • 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.
  • 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.

Refund Policy: Up to 14 days before the event, The Soho Loft will issue a refund for the ticket price paid. Up to 5 days before the event a 50% refund will be granted. No refunds will be made available after this date. A substitute attendee may be sent. There are No Refunds or Credits for No-Shows.

University Club
800 Powell St, San Francisco, CA, 94108 (View Map)
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