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Family Offices: Increasing Importance
to the Middle Market
DATE: Friday, March 20, 2015
TIME: 7:30am - 9:30am
LOCATION: Tappan Hill Mansion
GPS: 200 Gunpowder Lane, Tarrytown, NY
to the Middle Market
DATE: Friday, March 20, 2015
TIME: 7:30am - 9:30am
LOCATION: Tappan Hill Mansion
GPS: 200 Gunpowder Lane, Tarrytown, NY
OVERVIEW:
Family offices continue to evolve and recent years have seen a significant increase in the amount of capital being committed by these groups to the middle market. Historically, many family offices have committed monies to private equity and venture funds but increasingly seeing direct investing by these groups on both a club and individual basis. Increasingly, business owners and financial advisers are considering how best to tap into this pool of funds. This panel combines a group of family office professionals and advisers to discuss the recent trends and challenges faced by family offices and how best to work with them in middle market transactions.
Family offices continue to evolve and recent years have seen a significant increase in the amount of capital being committed by these groups to the middle market. Historically, many family offices have committed monies to private equity and venture funds but increasingly seeing direct investing by these groups on both a club and individual basis. Increasingly, business owners and financial advisers are considering how best to tap into this pool of funds. This panel combines a group of family office professionals and advisers to discuss the recent trends and challenges faced by family offices and how best to work with them in middle market transactions.
SPEAKERS:
Moderator, Justine Mannering, Managing Director, BDA Partners
Wendy Craft, EVP/General Counsel, MFR Equity
David Olstein, Vice President, Hopkins & Rhodes LLC
Angela Raitzin, Principal, Constellation Wealth Advisors LLC
Richard Wilson, President, Wilson Holdings & Founder, Family Office Club
AGENDA:
7:30am - 8:00am - Breakfast/Networking
8:00am - 8:15am - Introductions
8:15am - 9:15am - Panel followed by Q&A
9:15am - 9:30am - Additional Networking
PRICING: 75 - Member/100 - Non-Member
Official VDR of ACG New York
Hosted by: ACG
Chapter
New York
