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Event Details
When:
September 26, 2024 6 PM - 8 PM EDT
Where:
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AI - Disrupting the Traditional Business Landscape
For Family Offices, Limited Partners, and Fund Managers interested in Artificial Intelligence, join us for a lively discussion on how Family Offices can navigate through the world of AI and the newly disrupted business landscape.
ACG NY looks forward to welcoming Family Offices, Limited Partners, and Fund Managers to this special event on September 26th.
Thank you to the ACG NY Family Office Committee for hosting this event series.
MEET THE PANEL
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Panelist Sam Bobley Co-Founder & CEO Ocrolus |
Sam Bobley is Co-founder & CEO at Ocrolus, a document AI platform that enables faster and more accurate financial decision-making. Since he was a little kid, Sam was trained to build businesses and take calculated risks. He started building Ocrolus in his parent’s kitchen when he was 22-years-old. Ten years later, the company has more than 500 customers and has analyzed over 300 million pages of financial documents. |
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Panelist Kumesh Aroomoogan Co-Founder & CEO Accern |
Kumesh Aroomoogan is an entrepreneur working at the intersection of AI and finance. As the co-founder and CEO of Accern, he has spearheaded the transformation of the financial services industry through the groundbreaking generative AI platform his company has developed. The platform enables global enterprises to effortlessly categorize, extract, summarize, and analyze vast arrays of unstructured content, encompassing everything from news articles and reports to text files and call transcripts. He's secured US$40 million in venture capital funding from esteemed top-tier venture capitalists, as was recognized by Forbes on the 30 Under 30 list for Enterprise Technology in 2018. |
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Panelist Jory Schwach Founder & CEO Andium |
Jory Schwach brings over a decade of experience in entrepreneurship, flow theory and security technology. Founder & Former CEO of GlobalRim, a solar GPS company and MeshMe, an offline communication platform. Published academic and expert in applied machine vision & network optimization technologies. |
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Moderator |
Marcia Nelson is a Managing Director at Freedom Capital Markets. Marcia has spent a large portion of her career working in and for family offices and private dealmakers. Prior to FCM, Marcia was a Managing Director and head of business development for ShareNett, a members-only global network of professional investors, and she was previously at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices. She formerly worked for an ultra-high-net-worth philanthropic family and a sports and entertainment family. Over the last 20 years, she has developed a strong network of private families, institutional investors, and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners. Marcia is also a Founding Partner of Triple C Advisory, a business life cycle consulting firm that works with early-stage companies as an advisor and board member to prepare them to receive institutional-grade investments. Marcia serves as Chairman of the Board of Kinect Capital, a Utah-based non-profit early-stage accelerator, and she is on the Board of University Impact, a donor-advised fund focused on impact investing. She is a past president of ACG-NY, an association for middle-market dealmaking professionals, and she’s a member of DealmakeHers, an exclusive network of leading female dealmakers in the retail and consumer marketplace. Marcia received an honorary mention as one of the 2021 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine and was named one of the 2020 Most Influential Women and she was one of 2018 Who’s Who In Impact Investing by the Denver Business Journal and was honored with the 2017 ACG-NY Women of Leadership Award. Marcia received her BA from Southern Utah State College and her MBA from the Gabelli School at Fordham University. |
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Host 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.
CHECK OUT THE FULL SERIES & DATES |
September 26, 2024 | February 20, 2025 |
May 1, 2025 | June, 26, 2025 |
Hosted by: ACG
Event Materials
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.