PRIVATE EQUITY DEALFLOW FOR FAMILY OFFICES

PRIVATE EQUITY DEALFLOW FOR FAMILY OFFICES
Working with Independent Sponsors and Investment Banks
By invitation Only

Thursday, October 9, 2014
Harmonie Club, 4 East 60th Street & Fifth Avenue

11:15 AM - 1:30 PM

More and more family offices are developing and implementing direct investment strategies.  This networking lunch and panel discussion will explore this trend in more detail and provide an ideal forum for family offices, independent sponsors, private equity firms, and investment banks to better understand how family offices generate and manage direct deal flow. 

In addition, the panel will explore some of the ways in which family offices look at partnering with independent sponsors and private equity firms to get deals closed and manage investments post-closing.

The panelists represent a cross-section of participants in the family office direct investment ecosystem and will be able to draw insights from their years of direct investing experience.

PANEL: Click for bios

• Moderator, Scott Earthy, Managing Partner, Fremont Private Holdings
• Jay Aidikoff, Managing Director, Valufinders Group
• Peter Krow, Associate Director, Willet Advisors, managing the philanthropic assets of Michael R. Bloomberg
  
• Joseph Kusnan, General Partner, The Hudson + East Partnership, backed by the Terence M. Pegula Family
• Dan Negrea, Managing Partner, MTN Capital

WHO CAN ATTEND:
Private Equity Firms, Independent Sponsors, Family Offices, Investment Bankers

AGENDA:
11:15 am – Networking
12:00 pm – Luncheon
12:30 pm – Program