2024 ACG NY Family Office and Limited Partner Series - VIP Summer Soiree

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06272024 FO LP Summer Soiree

Event Details

When:

June 27, 2024 5:30 PM - 8 PM EDT

Where:
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This event is SOLD OUT. Please click here for additional events!

Join us for an exclusive soiree welcoming Limited Partners, Family Offices, and Fund Managers from across North America. The evening will feature a fireside chat, 'Journey from Start-Up to Serial Entrepeneur: Overcoming Obstacles & Achieving Success', and networking reception at the historical venue, The Vaults.

These were original vaults and at one time the largest in the world responsible for safeguarding enormous amounts of currency, gold, precious metals and safety deposit boxes for the largest financial institutions and the Nation’s wealthiest individuals through WW II and beyond.

The VIP Family Office Series of events and programs is a strictly Single Family Office peer-to-peer series of meetings for ACG NY members and invited SFO guests. Participants can share and discuss Family Office best practices while developing relationships in a convenient, enjoyable setting.

 

FIRESIDE SPEAKERS
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Michele Levy Head Shot

SPEAKER​​​​​​​
Michele Levy
Founder and CEO, Ilhabela Holdings
Co-Founder and CEO, Costa Brazil

After a career in private equity at Chase Capital Partners/JPMorgan Partners, Michele founded Ilhabela Holdings in 2008, obtaining the exclusive U.S. license to market Melissa Shoes—then an established brand in Brazil, but totally unknown in the U.S. With no outside funding, Levy bootstrapped it until a deal with Saks Fifth Avenue broke open the market. The company was profitable from its second year until exit.

As CEO and founder of Melissa Shoes USA, Levy led a company with over 110 employees, millions of pairs of shoes sold yearly and 12 retail stores. She has expanded the brand’s D2C sales, opened a children’s line, and has been an early adopter of growth technologies. In 2023, Elle magazine called Melissa “the future of footwear” and The LEAD publication has named her one of the USA top CEOs, highlighting her “ability to lead, embrace innovation and technology to drive business forward.”

Levy is also the co-founder and CEO of Costa Brazil, a pioneer in clean beauty acquired by Amyris (NASDAQ: AMRS) in 2021. She is an investor, focused on companies in consumer goods, tech, and wellness. She sits on the Board of Limonada and on the advisory boards of LØCI, Elephant in a Box, TheList, Chevignon, and Agua Bendita. She previously served on the Board of The Brazilian Railways. 

Levy holds an MBA from Harvard Business School and is a graduate of the University of São Paulo School of Economics. She’s a member of YPO Manhattan and WCD (Women’s Corporate Directors). She started her career at 18, working at Chase Manhattan Bank in Brazil.

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Sasha-Bernier Headshot

FIRESIDE MODERATOR 
Sasha Bernier
Managing Partner, Hestia Holdings LLC
Managing Director, Cheltenham Enterprises
Founder, Creativo LLC

Sasha Bernier is managing partner at Hestia Holdings, a private investment vehicle. He is also in the investment team of Cheltenham Enterprises, a single-family office. Mr. Bernier is an active real estate and opportunistic investor.

Previously, he served as the vice president of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. He started his career as a banker at Evercore Partners.

Mr. Bernier holds a JD from the University of Pennsylvania Law School and a B.S. in business administration from the University of North Carolina at Chapel Hill. 

 

ACG NY FAMILY OFFICE AND LIMITED PARTNER SERIES

The Family Office & Limited Partner Series of events and programs, hosted by the ACG NY Family Office Committee is a strictly Single Family Office and Limited Partner peer-to-peer series of meetings for ACG NY members and invited SFO, LP and other apt. guests. Participants can share and discuss best practices for Family Offices and Limited Partners while developing relationships in a convenient and enjoyable setting. 

This new combined series for Family offices and multi type LPs is ideal for these groups who not only fund invest in middle market alternatives such as private equity but also co and direct deal invest. 

PLEASE NOTE: This series and programs are only open to Fund Managers, Family Offices and Limited Partners.

 
LEAD PARTNER

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cohn reznick logo
 

PARTNERS

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UHY Audit
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Family Office Association Logo

 


CHECK OUT THE FULL SERIES & DATES

November 7, 2023 March 21, 2024
April 30, 2024 June, 27, 2024

Hosted by: ACG
Chapter
New York
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SOLD OUT

Family Offices and LPs are complimentary upon approval. 

Pricing for Fund Managers:
$295 ACG Member 
$350 Non-Member 

 

This event is only open to Family Offices, Limited Partners, and Fund Managers.

ACG NY In-Person Event Terms & Conditions