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Changing Landscape of Family Office Approach to PE Investing
Thursday, March 12, 2015
11:15am - 1:30pm
Family offices are long time participants in the private equity landscape but their investing habits have changed. Come hear from the FOs themselves on what they are doing differently in 2015. Expect a lively discussion on past, present, and future approaches to deal sourcing, due diligence and also post investment involvement.
Discussion Points:
- What have FOs been doing the past couple of years (brief update)
- What changes are we seeing in their investment practices, size deals, etc
- What are we expecting for 2015
- What areas are most interesting in the near term? EdTech, Healthcare, Technology
- Any recent shifting behaviors or surprises (deal sourcing, due diligence trends)
PANEL: Click for bios
Moderator, Alicia Syrett, Founder and CEO, Pantegrion Capital
John Jonson,
Managing Director, Lyrical Partners, LP
Michele Kinner, Partner, Quilvest
Angela Raitzin,
Principal, Constellation Wealth Advisors
LOCATION:
Union League Club, 38 East 37th Street
AGENDA:
11:15am - Registration & Networking
12:00pm - Luncheon
12:30pm - Programming, followed by Q&A
GOLD SPONSORS
Media Partnerships 
Hosted by: ACG
Chapter
New York
