Private Investor SFN V3
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121 PRIVATE INVESTOR SUMMIT SAN FRANCISCO - JULY 25, 2019 For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done. LOG IN TO YOUR CHARTER MEMBER PORTAL EXAMPLE: USERNAME: JohnDoe (case sensitive) PASSWORD: Doe (case sensitive) 121 The Private Club With 1,750 Registered Investors & 25 Live Events a Year Largest Global Association of Registered Family Offices Bestselling Family Office Book out of Family Office Podcast 46 50 100+ # Most-Visited Family Office Website of the Top 50 Family Offices are Registered Conferences 1 U.S. Family Office Conference Series as Members of the Family Office Club Hosted 25+ 115,000+ 1million+ Signed Agreements With Families Worth 421,000 Members in our 42 LinkedIn Groups Focused Email opt-ins Members in the Family on Real Estate, Private Equity, Office Club LinkedIn Group $100M+ Investment Banking, M&A best selling books about family offices 25 live events MIAMI NEW YORK SINGAPORE FAMILY OFFICE BENCHMARK STUDY HOW TO LEVERAGE ON DIRECT INVESTMENTS THE FAMILY OFFICE CLUB $500K - $5M Size Investments Industry-Leading U.S. Family Office Conference Series $100M+ Size Investments Single Family Office Formation, Management, & Portfolio Construction $25M - $100M Size Investments Capital Raising Workshops & Investor Relations Support Solutions $10M - $25M Size Investments Over 350 Recorded Investor Interviews & Accredited Courses $5M - $10M Size Investments Family Office & Institutional Investor Lead Directories 305.503.9077 [email protected] www.FamilyOffices.com PRIVATE INVESTOR SUMMIT Dear Colleague, Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers. We welcome you to our 121st conference, the Private Investor Summit San Francisco at the Hyatt Regency San Francisco. The Private Investor Summit is your chance to network with 30+ family office and private investor speakers (and many more in attendance). None of our speakers are paid to speak, they are here today to make meaningful connections, source deal flow, identify new fund managers or sponsors, and keep on top of the best practices in their industry. We hope that you leave today with a few valuable contacts, but also a broadened perspective after hearing from the top industry investors on stage in a single day. In addition to the Private Investor Summit , we are hosting the following family office conferences & investor relations workshops throughout the rest of the year: INVESTMENT PITCH PREP August 1st Miami PRIVATE INVESTOR SUMMIT September 24TH New York FAMILY OFFICE FUNDAMENTALS October 15th Miami REAL ESTATE SUMMIT October 29th Dallas FAMILY OFFICE FUNDAMENTALS November - TBD Singapore SUPER SUMMIT December - TBD Miami WHO WILL BE SPEAKING TODAY: We are dedicated to featuring top institutional investors and family offices presenting on the most pressing topics, from allocation strategies, risk management, best practices for guarding wealth and how to best approach family offices to get a deal done. WHO WILL BE ATTENDING TODAY: Our conferences attract institutional investors, family office executives, real estate investment professionals, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants. Richard C. Wilson Founder & CEO The Family Office Club 305.503.9077 328 Crandon Blvd. Suite 225, Key Biscayne, FL 33149 PRIVATE INVESTOR SUMMIT 3 Charter Members can enjoy countless free resources through the + Family Office Club. Below we have put together a list of just some of the 100 benefits available to you. For a full list of amenities, please visit RESOURCES FamilyOffices.com/Association. FOR CHARTER Current Charter Members can access these benefits by logging MEMBERS in to the Charter Portal FamilyOffices.com/Login ACCESS TO ALL EVENTS EXCLUSIVE MEMBER CAPITAL RAISING CATALYST - 2019 ONLY BENEFITS Dallas The Family Oce 100 database Chicago Firm listed in the family oce club pages New York 50% discount on databases San Francisco Family Oce monthly subscription Toronto Discounted conference partnership opportunities London Past family oce club event recordings INVESTOR INFLUENCE - 2019 Marketing materials feedback from richard wilson Miami Posting abilities on the 108,000 member Family Oce Club on Linkedin Chicago Dallas HOURS OF AUDIO INTERVIEWS SINGLE FAMILY OFFICE SUMMIT - 2019 30+ THROUGH THE QFOP PROGRAM New York Mike Connor – Consolidated Investment Group INVESTMENT PITCH PREP WORKSHOP - Evan Cooperman – Artemis Wealth Advisors 2019 Avi Gelboim – Scher Capital Management San Francisco Lukas Dorig – Marcuard Family Oce New York Thomas Handler – Handler Thayer, LLP Miami Matthew Andrade – Kinnear Financial PRIVATE INVESTOR SUMMIT - 2019 Elizabeth Hammock – CM Capital Corporation Chicago Ruth Robinson – Boston Family Oce Management London David Thomas – Equitas Dallas Charles Grace – Ashbridge Investment Management San Francisco Jared Hendler – Bajaj Family Oce New York Je Colin – Baker Street Advisors CAPITAL CON - 2019 Peter Schuppli – CottonField Family Oce New York Paul Tramontano - Constellation Wealth Advisors REAL ESTATE SUMMIT - 2019 Rogerio Bastos – FinPlan Family Oce Dallas Greg Kushner – Lido Advisors, LLC FAMILY OFFICE FUNDAMENTALS - 2019 Marc Furtherlane – Further Lane Family Oce Singapore Bob Benson – Laird Norton Tyee Miami John Gryzmala – Itec Family Oce SUPER SUMMIT - 2019 Brian Hughes – Threshold Group Miami Andrew Hector – Candor Financial Management Eric Bennett – Tolleson Wealth Management PRIVATE INVESTOR SUMMIT 4 COMPLIMENTARY ACCESS TO LIBRARY OF 5 BOOK DOWNLOADS PODCASTS INCLUDING How to start a family oce: blueprints for setting up 8 billion dollar deal sourcing strategy your single family oce Investing in royalties The single family oce: creating, operating & Multifamily syndicate managing investments of a single family oce Forgetting your business lane Capital Raising book Why only have 15 seconds to pitch Speed of implementation Super angel investors Family oce database user guide Forget about making money, its more protable Why you need a family oce ACCESS TO THE LIBRARY OF PAST 5 types of hedge fund investors AND FUTURE LIVE WEBINARS +100’s more podcasts How to build your deal ow pipeline ACCESS TO Building a family oce network: how to raise capital & TRAINING PROGRAMS partner with single & multi-family oces Financial analyst specialist certication (fasc) Creating a single family oce: compass creation, talent Certied investment banking associate (ciba) sourcing, service providers & pitfalls Certied nancial modeling specialist (cfms) Single family oce industry & investment fundamentals: Certied private equity professional (cpep) a 5,000 ft. Overview of the thriving sfo industry Certied business broker (cbb) Family oce investing priorities: a 90-minute overview Qualied family oce professional (qfop) of trends, objectives, & case studies Certied investment banking associate (ciba) Capital raising fundamentals: fundamentals, Certied business management expert (cbme) automation, & how to consistently attract investors Certied hedge fund professional (chp) Direct investing, co-investing & club deals: a discussion + many more training programs at a discounted price with Julia Corelli, partner at Pepper Hamilton Seeking capital from private equity: with guests Thomas D’Ovidio and Noah Rosenfarb, CPA ACCESS TO Capital raising strategies for emerging managers with HUNDREDS OF VIDEOS under $100M in AUM Hidden dangers of running a single family oce Billionaire wealth management & $1B+ single family oces Family oce eet management Co-investing lessons from the trenches: nding, Why centimillionaires need single family oces structuring, and syndicating Three phrases of setting up a new single family oce Growth capital & pre-ipo nancing Smart family oce money Top 25 capital raising strategies to attract investors Family oce direct investments Family oce real estate investing The dierence between a holding company and a family oce Family oce marketing and public relations What is a family business? Raising capital & funding deals What impacts lower mid-market deals? Angel investing strategies Family oce public relations The new single family oce industry If you have any questions about Charter Member Securing royalties while acquiring equity stakes resources or need help navigating through the London family oces numerous benefits, please contact Attracting deal ow and talent as a single family oce Jennifer Velasquez at [email protected] What is a single family oce? or by calling 305.420.5534. Top single family oces How to get a family oce job Family oce business models PRIVATE INVESTOR SUMMIT 5 Finding the Top 1% Cannabis Entrepreneur Outliers and Infusing Smart Capital, Operational Strategy and Support, and Purpose-Driven Leadership for Explosive Growth Happiness | Integrity | Leadership | Helping Others | Family THE OPPORTUNITY OUR TEAM Industry is Explosive Amazing Entrepreneurs Need Funding Excellence-driven professionals with INVESTORS BUSINESSES a proven track record of helping Seeking the opportunity in the Seeking capital, product development, entrepreneurs attain sustainable success Global cannabis market. marketing and operational practices. while guiding investors to thoughtfully place capital in the cannabis space. ? ? In 2019 Next 5 years,