Present 

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  

 

 

and  

 

 

JOIN US TODAY! 

“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.

AGENDA

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 TBA
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

SPEAKERS

(PLEASE CLICK ON NAMES FOR SPEAKER'S PROFILE) 

Michael Connor

Consolidated Investment Group ($1B+ SFO)

 

Christian Zabbal

Black Coral Partners ($1B+ SFO)

 

Mathew McCarthy

Nottingham & Spirk ($1B+ SFO)

 

John Bishop

Bishop Wealth Management (SFO)

 

 

Harris S. Fried

Fried Family Office (SFO)

 

William Kidd

KIDD & Company (SFO)

 

Skip Coomber

Coomber Family Ranch Wines (SFO)

 

Gary Domoracki

Ten Mountain Capital (SFO)

 

Lauren Cook Levitan

Moxie Capital (PE Firm)

 

James Cassel

Cassel Salpeter & Co. (FO IB)

 

Richard C. Wilson

Billionaire Family Office

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.