Monthly Meeting-Family Office Dealmakers: Perspectives, Priorities and Strategies

Key Topics

• Deal flow
• Investment outlook
• Hold strategies
• Value adds
• Distinguishing factors
• Target sectors  

Panelists:

Darren Farber, Founder and Managing Partner, Albion River LLC
Jake Maas, Senior Vice President–Planning and Development, Graham Holdings Company
Dave Watson, Managing Director, Redwood Capital Investments
Moderator: Andy Chassin, Bank of America 

 

Families are an increasingly important segment of the deal making ecosystem driving middle-market business growth. The number of new family offices and amount of direct family investing has risen for a variety of reasons and no two families’ priorities are the same.  The panel discusses the opportunities and obstacles surrounding this unique capital source as well as the drivers behind this trend.