PRIVATE INVESTOR SUMMIT
SAN FRANCISCO - FEBRUARY 26TH, 2020
Family offices, dealmakers, and private businesses will connect for one singular pursuit: to get deals done.
LOG IN TO YOUR CHARTER MEMBER PORTAL EXAMPLE: USERNAME: JohnDoe (case sensitive) PASSWORD: Doe (case sensitive) 305.333.1155
Europe North America +25% +25% Middle East +40%
Asia *57% Africa Centimillionaires +56%
Latin America Infographic +53%
Australia There are 18x more Centimillionaires *24% than billionaires and they are easier to do business with, so why do we never hear about them? Asia followed by Africa and then Latin America have the largest growth of centimillionaires, all with 50% more in the next 4 years
CENTIMILLIONAIRE STRATEGIES Centimillionaire Strategies is a free book on the top 6 challenges of Centimillionaires and 55,000 78% $25 ways to transform those into points of Centimillionaires An estimated 78% of Trillion is a total Centimillionaires use strategic advantage. Download it at Globally net worth of private jet services or Centimillionaires www.Centimillionaires.com/Book own a private jet. globally
Number of people with assets CITIES THAT CONTAIN THE MOST CENTIMILLIONAIRES $100Million+
16000 Tokyo
14000 Frankfurt New York 12000 Beijing
10000 London Osaka 8000
6000 Shanghai Paris
4000 Hong Kong
2000
0 Africa Asia Asutralasia Europe Russia/CIS Latin Middle North America East America
2014 2024
TOP 5 INTERESTS:
01 02 03 04 05 Business Philanthropy Sports Finance Education
INDUSTRY
Investment Management & Retail, Technology Technology Non-Consumer Financial Consumer Restaurant Real Estate Computer Media Medical Energy Industrial Construction
19.82% 18.53% 10.76% 10.73% 8.55% 6.94% 5.53% 4.87% 4.69% 3.30%
Centimillionaire Advisors, LLC | 328 Crandon Blvd. Suite #225 Key Biscayne, FL 33149 PRIVATE WELCOME INVESTOR SUMMIT
Dear Colleague, Our focus for this year's event 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 Private Investor Summit San Francisco at the Hyatt Regency. 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:
2020 Q1 EVENT CALENDAR PRIVATE INVESTOR SUMMIT February 26th San Francisco CAPITAL RAISING CATALYST March 10th New York PRIVATE INVESTOR ADVANTAGE WORKSHOP March 17th Miami CAPITAL CON March 24th New York 2020 Q2 EVENT CALENDAR INVESTMENT PITCH PREP WORKSHOP April 8th Dallas INVESTMENT PITCH PREP WORKSHOP April 17th Los Angeles SINGLE FAMILY OFFICE SUMMIT April New York INVESTMENT PITCH PREP WORKSHOP May 7th Miami INVESTMENT PITCH PREP WORKSHOP May New York PRIVATE INVESTOR SUMMIT May 21th Dallas INVESTMENT PITCH PREP WORKSHOP June San Francisco INVESTMENT PITCH PREP WORKSHOP June 16th Houston REAL ESTATE INVESTOR SUMMIT June New York
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 Re-envision Wealth
Rewards and responsibilities of great wealth
Ascent is proud to support Family Office Club Private Investor Summit San Francisco.
Kelly Thomson Regional Managing Director 858.334.0844
ascent.usbank.com
Investment products and services are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Member FDIC. ©2020 U.S. Bank 305201 PRIVATE AGENDA INVESTOR SUMMIT
TIME TOPIC
10:00am - 10:15am Virtual Family Office Strategies Richard C. Wilson - The Family Office Club
10:15am - 10:30am How I got 65 % IRR in Silicon Valley’s High Supreet Manchanda - Raiven Capital Velocity Environment
Panel Moderator: Andres Ospina - Family Office Club 10:30am - 11:05am Panel 1: Closing the deals with Wealth Advisors Daniel Diamond - Columbia Pacific and Multifamily Offices: Best Practices and Case Kai Chen - OceanIQ Capital Studies of What Works Woody H. Uible - Bartlett David Dunn - Kingsbridge Wealth Management, Inc. Fadi Ephtimios - Group RMC
11:05am - 11:20am Investing in Opportunity Real Estate Jeff Feinstein - Pinnacle Partners
Panel Moderator: Jonathan Wiliams - Family Office Club 11:20am - 11:55am Panel 2: Conducting Due Diligence and Identifying Tam Thao Pham - Angel Investor the Best Managers, in Relatively New Areas of Greg Silberman - ACG Investment Management, LLC Investments, Such As Blockchain, Opportunity Kal Deutsch - Sweat Angels Zones, Cannabis, Climate Investment, Artificial Simon Littlewood - Li Family Office Intelligence, etc. Jake Ryan - Angel Investor
Panel Moderator: Paul Dugsin - Raiven Capital Mike Rea - E8 Angels 11:55am - 12:30pm Panel 3: Funding the Future: Hear How Investors Bradley Batten - Zwick Partners are Tackling Originating the Best Deals in the Fastest Chuck Stetson - Stetson Family Office Moving Market Segments Masha Drokova - Angel Investor Michael Turillo - Inno360
12:30pm - 1:30pm Lunch
1:30pm - 1:45pm Razure of Oblivion: Successfully Projecting Wealth Pierre Du Pont , Cerity Partners While Raising Children Into Wealth
Panel Moderator: Jonathan Wiliams - Family Office Club 1:45pm - 2:20pm Panel 4: Angel Investors & Clubs: How to Navigate Ian Sobieski - The Band of Angels The Space + Best Practices on Deal Selection Karen Drexler - Astia Angels Andrew Clark - Houston Angel Network Charles L. Sidman, PhD, American Angel Capital Association
2:20pm - 2:35pm Embracing Complexity Kevin Harrington, Morgan Stanley William Atha, Morgan Stanley
Panel Moderator: Richard C. Wilson - Family Office Club Jeff Wallace - Angel Investor 2:35pm - 3:10pm Panel 5: Investor 1st Impressions - Watch 25 Kip Kolson - Family Wealth Leadership Audience Member Brands Get Quickly Rated 1-10 Jack Aspir - Private Wealth Management by Investors Reviewing Deals Daily Steven Abernathy - The Abernathy Group Family Office Duel Glass, Glass Family Office
PRIVATE INVESTOR SUMMIT 4 PRIVATE AGENDA INVESTOR SUMMIT
TIME TOPIC
Panel Moderator: Jeff Feinstein - Pinnacle Partners 3:10pm - 3:45pm Panel 6: Investors' Real Estate Strategies: Irwin Boris - Heritage Capital Group Considering Private Funds, REITS, & Direct Bharat H. Sangani, M.D. - Encore Enterprises, Inc. Ownership Rhett Trees - Seneca Capital Partners John Manes - Pinnacle Storage
Panel Moderator: Richard C. Wilson- Family Office Club Daniel P. Galvanoni - DPG Investments, LLC 3:45pm - 4:20pm Panel 7: Single Family Offices: A Discussion Pierre Du Pont - Cerity Partners on the Top Problems, Time Wasters, and Katie Sullivan - Stream Family Office Frustrations of Single Family Offices. Dan Farrell - Privos Capital Gary Post - Kfund Randy Abeles - RSM
4:20pm - 4:30pm Closing Remarks Richard C. Wilson - The Family Office Club
4:30pm - 5:30pm Cocktail Reception
PRIVATE INVESTOR SUMMIT 5 Charter Members can enjoy countless free resources through the Family Office Club. + Below we have put together a list of just some of the benefits available to you. RESOURCES100 FOR Current Charter Members can access these benefits by logging in to the CHARTER MEMBERS Charter Portal FamilyOffices.com/Login
ACCESS TO ALL EVENTS PRIVATE INVESTOR ADVANTAGE - WORKSHOP EXCLUSIVE MEMBER New York ONLY BENEFITS San Francisco Dallas � The Family Office 100 database Los Angeles Miami � Firm listed in the family office club pages � 50% discount on databases IMPLEMENTATION - WORKSHOP New York � Family Office monthly subscription Miami � Discounted conference partnership opportunities
PRIVATE INVESTOR SUMMIT � Past family office club event recordings San Francisco � Marketing materials feedback from Richard Wilson Singapore � Posting abilities on the 108,000 member Family Office Club on Linkedin Dallas London New York HOURS OF AUDIO INTERVIEWS CAPITAL RAISING CATALYST - WORKSHOP 30+ THROUGH THE QFOP PROGRAM New York Miami Houston � Mike Connor – Consolidated Investment Group Los Angeles � Evan Cooperman – Artemis Wealth Advisors Dallas � Avi Gelboim – Scher Capital Management INVESTMENT PITCH PREP - WORKSHOP � Lukas Dorig – Marcuard Family Office Dallas � Thomas Handler – Handler Thayer, LLP Los Angeles Miami � Matthew Andrade – Kinnear Financial San Francisco � Elizabeth Hammock – CM Capital Corporation Houston � Ruth Robinson – Boston Family Office Management New York Singapore � David Thomas – Equitas � Charles Grace – Ashbridge Investment Management SINGLE FAMILY OFFICE SUMMIT New York � Jared Hendler – Bajaj Family Office � Jeff Colin – Baker Street Advisors REAL ESTATE INvestor SUMMIT Peter Schuppli – CottonField Family Office New York � Los Angeles � Paul Tramontano - Constellation Wealth Advisors
INVESTOR INFLUENCE � Rogerio Bastos – FinPlan Family Office San Francisco � Greg Kushner – Lido Advisors, LLC Miami � Marc Furtherlane – Further Lane Family Office New York � Bob Benson – Laird Norton Tyee CAPITAL CON � John Gryzmala – Itec Family Office New York � Brian Hughes – Threshold Group SUPER SUMMIT Andrew Hector – Candor Financial Management Miami � � Eric Bennett – Tolleson Wealth Management COMPLIMENTARY ACCESS TO LIBRARY OF 5 BOOK DOWNLOADS PODCASTS INCLUDING � How to Start a Family Office: � 8 billion dollar deal sourcing strategy Blueprints for Setting Up your Single Family Office � Investing in royalties � The Single Family Office: Creating, Operating & � Multifamily syndicate Managing Investments of a Single Family Office � Forgetting your business lane � Capital Raising Book � Why only have 15 seconds to pitch? � Speed of Implementation � Super angel investors � Family Office Database User Guide � Forget about making money, its more profitable ACCESS TO THE LIBRARY OF PAST � Why you need a family office? � 5 types of hedge fund investors AND FUTURE LIVE WEBINARS +100’s more podcasts � How to build your deal flow pipeline � Building a family office network: How to raise ACCESS TO capital & partner with single & multi-family offices TRAINING PROGRAMS � Creating a single family office: Compass creation, talent sourcing, service providers & pitfalls � Financial analyst specialist certification (FASC) � Single family office industry & investment � Certified investment banking associate (CIBA) fundamentals: A 5,000 ft. Overview of the thriving � Certified financial modeling specialist (CFMS) SFO industry � Certified private equity professional (CPEP) � Family office investing priorities: A 90-minute � Certified business broker (CBB) overview of trends, objectives, & case studies � Qualified family office professional (QFOP) � Capital raising fundamentals: Fundamentals, � Certified investment banking associate (CIBA) automation, & how to consistently attract investors � Certified business management expert (CBME) � Direct investing, co-investing & club deals: � Certified hedge fund professional (CHP) A discussion with Julia Corelli, partner at Pepper + many more training programs at a discounted price Hamilton � Seeking capital from private equity: With guests Thomas D’Ovidio and Noah Rosenfarb, CPA ACCESS TO � Capital raising strategies for emerging managers TRAINING PROGRAMS with under $100M in AUM � Hidden dangers of running a single family office � Billionaire wealth management & $1B+ single � Family office fleet management family offices � Why centimillionaires need single family offices? � Co-investing lessons from the trenches: Finding, Three phrases of setting up a new single family office structuring, and syndicating � Smart family office money � Growth capital & pre-IPO financing � Family office direct investments � Top 25 capital raising strategies to attract investors � The difference between a holding company and a family office � Family office real estate investing � What is a family business? � Family office marketing and public relations � What impacts lower mid-market deals? � Raising capital & funding deals � � Angel investing strategies If you have any questions about � Family office public relations Charter Member resources or need � The new single family office industry help navigating through the numerous � Securing royalties while acquiring equity stakes benefits, please contact: � London family offices � Attracting deal flow and talent as a single family office Jennifer Velasquez [email protected] � What is a single family office? 305.420.5534 � Top single family offices � How to get a family office job For a full list of amenities, please visit FamilyOffices.com/Association � Family office business models WITH OURCALL PITCH OR SET DECK AN APPOINTMENT DIRECTOR TODAY PitchDecks [email protected] By Family Office Club Are Your Materials Hurting Your Capital Raise? 01 INVESTOR POSITIONING Before engaging: complete a survey and we schedule an on-boarding phone call to review your priorities, timeline, investor targets, investor objections, and key 02 ELEVATOR PITCH points of differentiation. We take your target investor focus, your position against competitors, and help craft a crystal clear one-liner on why investors should take your call or meeting. 03 BRAND DEVELOPMENT Our team takes your target investor set and positioning into consideration to drive home what matters most with your logo 04 PITCH DECK and branding. We follow our proven process to produce a 12 page pitch deck which helps de-risk the decision to invest with your story, your unique value-add process shown visually, tangible evidence of credibility, and an overview of your leadership team. 05 WEBSITE Using raw materials created while crafting your pitch deck we will create your SEO optimized website and social media channels. 06 ONE-PAGER This condensed overview of your offering is critical and often missed, it helps give investors a 10,000 foot view of your offer. 07 INVESTOR CONNECTIONS We help you connect with more investors through our platform of 24 live events per year, quarterly review & analysis of your capital raising progress, capital raising certification program, capital raising book, and investor directories.
YOUR INVESTOR RELATIONS MARKETING AGENCY Our team has produced over 200 assets with a laser focus on those who are raising capital. Get a more simple production of every investor relations marketing material piece you need, in less time, at a lower cost. While other graphic designers could piece together parts of the puzzle and do their best to follow your instructions, most have no experience raising capital or working with investors on daily basis. Our team is fully equipped to provide insights on how to de-risk your investment proposition, advise you on the right use of words to attract investors, and ensure you don't sound like everyone else in the investment marketplace.
www.PitchDecks.com 328 Crandon Blvd. Suite 225, Key Biscayne, FL 33129 I 305.503.9077 The Private Club With 1,750 Registered Investors & 30 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, $100M+ Office Club LinkedIn Group Investment Banking, M&A
best selling books about family offices 30 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 305.333.1155
We don't manage traditional portfolios of stocks/bonds/ETFs. We only help with the direct investment components for clients ranging from $15m $10B+ net worth.
$3M/YEAR OF OVERHEAD = INSIGHTS & DEAL FLOW FAMILY OFFICE CLUB + BESTSELLING BOOK = 1,000 INVESTMENTS DOWNLOADED PODCAST REVIEWED EACH YEAR
Vertically Integrated Consumer Current investment options: 7 Product Franchisor Company 1 12% Preferred Return Income A $3M in EBITDA (profits) a year franchisor is vertically integrated to provide both the Investment with Monthly Dividends raw materials to make their food product, making a profit at that level, and also through There is a private operating business platform that acquires new companies every their 5 corporate stores and franchisee stores which are growing in number. year, and pays out to investors a preferred 12% interest monthly, backed by a company doing $55M in EBITDA. They have paid out 118 months straight without missing a single month for their investors. CENTIMILLIONAIRE STRATEGIES
2 Cash Flowing Multifamily (Apartment Building) Investments Investment manager has done 72 deals, provides a 25%+ IRR, requires only a $25k minimum investment, and can help investors systematically invest and diversify by investing in one property per month over time in various geographies.
3 Life Settlement Investments Offering This investment firm offers 12-14% returns for investors without tracking the stock, real estate market, or interest rates.
4 $2 Billion Office Park Investments - 9% Cap Rates I met this group at $430M in AUM, and now 3 years later they are at $2B as they only buy office parks in the midwest at 9%+ cap rates, and they have done well with offering super lean fees to investors with the mindset to just hold and cash flow these assets until Centimillionaire Strategies is a free book on the top 6 challenges of Centimillionaires someone offers a price in 5, 10, or 20 years. and ways to transform those into points of strategic advantage. Download it at: www.Centimillionaires.com/Book 5 $100M+ in Revenue Burger Franchise Portfolio A client has 50 locations of a franchise burger brand with development rights to 15 Direct Investment Deal more locations, now they are acquiring 50 more locations with 16 additional sites Dashboard to development to be the largest franchisee of this very well known brand.
$1.4B in AUM Performance - Included at no cost is our 6 help building out your Based Equities Manager family compass, dashboard, This is a founder-led firm based in Orange County, California, with a 32-year positioning, and access to our track record and 12 employees. With $1.4 billion in assets under management, Deal Flow Dashboard Software. they invest in publicly traded stocks, typically owning 15 – 25 companies, and/or use option contracts to leverage returns specific to Berkshire Hathaway. They offer a performance-based management fee only option that is only charged when we increase our client account values.
Richard C. Wilson Geneovy Reyes Rafael Tassini Jonathan Williams VAnessa Cassal CEO & FOUNDER CLIENT MANAGER DEAL ORIGINATION CLIENT SERVICES INVESTOR EVENTS Centimillionaire Advisors, LLC | 328 Crandon Blvd. Suite #225 Key Biscayne, FL 33149
Disclosure, Warranties, and Disclaimers: There are no warranties implied. Centimillionaire Advisors, LLC (“RIA Firm”) is a registered investment adviser located in Florida. Centimillionaire Advisors, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Centimillionaire Advisors, LLC’s is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and digital links. Accordingly, the publication of Centimillionaire Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Centimillionaire Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Centimillionaire Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Centimillionaire Advisors, LLC, please contact the state securities regulators for those states in which Centimillionaire Advisors, LLC maintains a registration filing. A copy of Centimillionaire Advisors, LLC’s current written disclosure statement discussing Centimillionaire Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Centimillionaire Advisors, LLC upon written request. Centimillionaire Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Centimillionaire Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Re-envision Wealth
Rewards and responsibilities of great wealth
Ascent is proud to support Family Office Club Private Investor Summit San Francisco.
Kelly Thomson Regional Managing Director 858.334.0844
ascent.usbank.com
Investment products and services are: NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Member FDIC. ©2020 U.S. Bank 305201
STAND ALONE PRESENTATIONS PRIVATE INVESTOR SUMMIT
How I got 65 % IRR in Silicon Valley’s high velocity environment Supreet Manchanda - Raiven Capital Supreet has been in Silicon Valley since 1994 and brings 30 years of investing, operating, and strategic planning to Raiven Capital. He has held numerous CEO, CIO, and CTO roles. The West Coast Partner of VenAd, Supreet achieved a 65% IRR investing in early-stage tech companies. After his first experience as a VC, Supreet became a sought-after turnaround leader for private equity funds for companies large and small. He brings this deep operational experience to bring to each of Raiven’s investments.
Investing in Opportunity Real Estate Jeff Feinstein - Pinnacle Partners Jeff Feinstein is a Founder and Managing Partner of Pinnacle Partners where he leads investor relations, provides operational management, and serves on the investment committee. Jeff has been an active real estate and venture investor. He was a advisor to Schuster Realty Partners, real estate private equity fund and responsible for fundraising and investor relations. Real estate developers, owners and investors seek out Jeff's advice and assistance with the acquisition, development, financing and operation of complex projects.
Razure of Oblivion: Successfully Projecting Wealth While Raising Children Into Wealth Pierre Du Pont - Cerity Partners Pierre is a Partner in the New York office and has more than twenty-five years of experience founding, investing in and providing strategic growth advice to early-stage and middle-market companies. In addition to mentoring executives, Pierre has advised business-owning individuals and families on the personal/ownership side, as he has experienced many inheritances and business-ownership situations in his own family. Prior to joining Cerity Partners, Pierre was an advisor to three early-stage internet companies helping them develop business plans, identify capital sources, and make initial team hires.
Embracing Complexity Kevin Harrington, Morgan Stanley Kevin Harrington is the Chief Operating Officer of the Pacific Region of the US overseeing all aspects of operations at Morgan Stanley
Embracing Complexity William Atha, Morgan Stanley William Atha joined Morgan Stanley as a Senior Vice President and Family Wealth Director in 2012. Mr. Atha is respon- sible for complex financial planning, Family Dynamics and Governance, multi-generational Wealth planning, estate planning strategies, Executive Compensation management, Business succession and monetization strategies, Asset Management for liquid and illiquid assets, risk management and wealth management strategies for high net worth individuals and non-profits in the US and Hawaii. A relationship with a Family Wealth Director also includes access to LifeStyle solutions including Jets, Yachts, Real Estate, Art Valuation and management as well as access to Pinnacle Care health management consultants. He travels the US to work with High Net Worth Clients.
PRIVATE INVESTOR SUMMIT 12 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 1
Closing the Deals With Wealth Advisors and Multifamily Offices: Best Practices and Case Studies of What Works. Panel Moderator: Andres Ospina - Family Office Club
Daniel Diamond - Columbia Pacific Daniel has been a Partner and Relationship Manager at Columbia Pacific Wealth Management since 2017, when he opened the firm’s California division. He has nearly 20 years of experience advising high net worth families, family offices and endowments. Prior to joining Columbia Pacific as a Relationship Manager, Daniel was a Managing Director at JP Morgan and a Senior Vice President at UBS. A former corporate finance attorney, he spends considerable focus on helping clients coordinate tax, trust and estate planning strategies with their investment activities.
Kai Chen - OceanIQ Capital As the company head, Mr. Chen’s primary role is to provide strategic vision, investment advisory, and relationship management. He is the managing partner of OceanIQ’s venture investments in technology and biotechnology start-ups. He started his investment management career at Goldman Sachs Private Wealth Management, specializing in asset allocation and investment strategies. He later spent 12 years at Credit Suisse and was most recently a Director and Relationship Manager. He has worked extensively with prominent families on investment management, trust & estate planning; with corporate founders on selling strategies such as 10b5-1 plans; and with private equity fund managers on block trading and diversification strategies. Mr. Chen graduated from UCLA with a MBA in Business Economics. Woody H. Uible - Bartlett Active outdoorsman and Bartlett Wealth Advisor and Principal Woody Uible is driven by adventure. Whether he’s hiking the Appalachian Trail or helping an organization reach its financial goals, he loves the satisfaction that comes from seeing a strategy come to fruition. With 42 years’ investment experience, the Hyde Park native actively volunteers for various organizations in Greater Cincinnati that serve local families in transition including the University of Cincinnati Economics Department, Interact for Health and Maple Knoll Communities. The father of three and grandfather of three also enjoys tennis, travel and exploring historic Cincinnati neighborhoods. Weekends often find him taking in a Bearcats game or eating at his favorite local restaurants, Sotto and Salazar.
David Dunn - Kingsbridge Wealth Management, Inc. David J. Dunn is the President and Founder of Kingsbridge Wealth Management, Inc. David has more than two decades of professional experience in investment management and wealth management. David holds the Certified Investment Management Analyst® designation, and the Certified Private Wealth Advisor® designation, which are both administered by the Investments & Wealth Institute TM. David received a Bachelor of Arts degree in economics from San Diego State University.
Fadi Ephtimios - Group RMC A consistently high achiever with over 20 years experience in the Financial Industry, Fadi Ephtimios has demonstrated leadership in delivering the best possible service for his valued clients. Fadi joined Richardson GMP in 2015 to bring clients a wider universe of investment options and greater transparency regarding costs and reporting. Careful assessment of an investor’s risk tolerance and return objectives, allows Fadi and his team to build and monitor a solid investment plan in order for clients to expect a more predictable result. Over the past 15 years, Fadi has co-invested alongside the principals of Group RMC in real estate properties in Canada and the US.
PRIVATE INVESTOR SUMMIT 13 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 2
Conducting Due Diligence and Identifying the Best Managers, In Relatively New Areas of Investments, Such as Blockchain, Opportunity Zones, Cannabis, Climate Investment, Artificial Intelligence, etc. Panel Moderator: Jonathan Wiliams - Family Office Club
Tam Thao Pham - Angel Investor Tam is the CEO and Editor-in-Chief of 6Pages, a forward-looking market intelligence service for professional decision-makers. She spent the first decade of her career at Deloitte, starting in strategy consulting with an emphasis on M&A market diligence. She was the inaugural Edge Fellow at the Center for the Edge in 2007, co-led the Technology, Media & Telecommunications practice in Hyderabad, India in 2009, was chief strategy officer for the Global Office of Digital Innovation from 2011-2012, and then led the early-stage investment funnel for Deloitte Consulting Innovation from 2012-2014. She founded and ran a TEDx conference from 2010-2015, and has been a regular attendee at the main TED conference since 2011. Currently, Tam is an angel investor, an advisor to early-stage startups, and most recently, an entrepreneur with 6Pages. She has an MBA from the University of Chicago, Masters in Organisational & Social Psychology from the London School of Economics, and Bachelors in Mathematics of Computation from UCLA. She lives in San Francisco with her husband and toddler, and is always on the hunt for new insight into sectors and market shifts.
Greg Silberman - ACG Investment Management, LLC. Greg Silberman is Chief Investment Officer of ACG-Investment Management. He brings more than 16 years of market experience in Europe, Asia and North America to ACG. Greg is responsible for managing the firm’s global investment portfolio, as well as supervising the implementation of the company’s asset management strategies. Prior to joining ACG, Greg served as Director of Alternative Investments at Wilmington Trust, where he was responsible for managing more than $2 Billion in private equity, hedge fund and real assets and was instrumental in the launch of a successful alternative mutual fund. He was also involved in the management of more than $80 billion as a member of the research team. He has worked as a portfolio manager, analyst and product developer for Perpetual Investments in Sydney, Australia and JP Morgan Chase in London, England with a focus on structured derivative products.
Kal Deutsch - Sweat Angels Kal is a Co-Founder at Silicon Valley in Your Pocket, a global virtual startup accelerator program. He is also a founding Investor-Advisor and Partner at Batchery, a Berkeley-based startup accelerator. He served as Batchery CEO and Managing Partner during the launch and ramp-up period. Kal is an international startup lecturer and coach, and has worked with entrepreneurs at global incubators and accelerators across Europe, Asia and Latin America. He also serves on the screening, diligence and pitch event committees for the Berkeley Angel Network, an angel investment group for UC Berkeley alumni.
Simon Littlewood - Li Family Office Over three decades’ experience founding, investing in, raising and structuring capital for businesses across a wide range of sectors. Has worked in both developed and emerging markets, in African, S.E Asia, Eastern Europe, Greater China since the 80’s, more recently Latin America. CEO of a single family office investing globally in businesses which improve quality of life and sustainability. Recognized expert in the sustainability sector, where he has been investing since the 1980’s. Ex HSBC, PwC, BDO and several specialist funds and investment banks. UK Chartered Accountant (CPA equivalent), BA (Law) Oxford University.
Jake Ryan - Angel Investor Jake Ryan is a crypto fund manager and a tech angel investor. He brings over 20 years of professional experience in software technology to world of crypto asset investing in his role as GP of Tradecraft Capital. Prior to Tradecraft, he started the Venice Consulting Group (VCG), a custom application development firm with some notable clients that include: American Express, California Endowment, FOX Sports, Houlihan Lokey, Lexus & SAG-AFTRA. Jake is also an angel investor and startup advisor to several venture-backed startups. He’s a mentor at Mucker Capital and a strategic advisor at Diversis Capital, a private equity firm. He focuses his angel investment into areas he knows – artificial intelligence, machine learning, fintech and blockchain. He is also an advisor to 3 venture-backed AI startups. In addition, Jake writes long-form content where he breaks down ideas in crypto and startup investing. He is a top writer on investing, economics and cryptocurrency on Medium, the Ascent and Hacker Noon. Jake earned a BS in computer science from the University of Texas at Austin. He is a 1st author of scientific research in the field of applying artificial intelligence to network security. Mr. Ryan was the keynote speaker at two of the top AI conferences, AAAI & NIPS. He has published his work, “Intrusion Detection with Neural Networks”, which now has over 600 Google Scholar Citations.
PRIVATE INVESTOR SUMMIT 14 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 3
Funding the Future: Hear How Investors are Tackling Originating the Best Deals in the Fastest Moving Market Segments. Panel Moderator: Paul Dugsin - Raiven Capital
Mike Rea - E8 Angels Mike Rea joined E8 in March 2019 as Executive Director. Mike is a social entrepreneur committed to creating philanthropic value and impact for more than 15 years. Mike career includes as CEO of Tourism Cares, the travel industry’s philanthropy which leverages charitable investments and expertise to build sustainable travel destinations for future travelers and local communities. He co-founded Give2Asia in 2000, an affiliate of The Asia Foundation which to-date has facilitated more than $350M in personalized giving.
Bradley Batten - Zwick Partners LP Zwick Partners LP is a Charlotte-based Single Family Office investment vehicle. We make investments in high quality private market business opportunities, typically equity capital in the form of buyouts, growth capital, or re-capitalizations. We look for situations that we can thoroughly understand as well as people that we can fully trust. Although we target equity investments we have experience investing in other parts of the capital structure.
Chuck Stetson - Stetson Family Office Chuck Stetson is the third generation to run the family office. He is focused on private equity investments and leases with family offices around the globe in his role as the head of the Association for Corporate Growth (ACG) Global Family Office Council. He has also set up a philanthropic organization, Essentials in Education, which provides world class educational content on Flourishing Through Business.
Masha Drokova - Angel Investor In 2019, Masha was recognized in Forbes 30 Under 30. Masha entered the tech industry at Russian Quantum Center where she worked with Nobel Prize winners and prominent quantum physicists. Later Masha joined Runa Capital as PR Director and then she became Vice President of Communications at Acronis. Afterwards Masha launched her PR Studio which worked with companies like WeWork, Houzz, HotelTonight, Gett, and Toptal. Masha Drokova is the Founder of Day One Ventures, an early-stage venture fund leading startups' communications. Day One Ventures has invested in the likes of Superhuman, FutureFamily, DigitalGenius, Domuso, Atoms, CatalogDNA, Nebia and others.
Michael Turillo - Inno360 Mike is an angle investor collaborating with global decision makers on Augmenting Human Intelligence with Machine Intelligence. After 28 years at KPMG he retired serving on the Firm’s International Management Executive Committee. Subsequently he worked at IBM responsible for the Northeast Financial Services Consulting and senior advisor to IBM’s Software Group. He currently serves as Chairman of Swarm Intelligence, inno360 and Cybersettle Holdings. He served as a Captain in the US Army being awarded the Bronze Star for his service in Vietnam. His BS is from Providence College, MBA from Syracuse University and MS Operations Research from the University of Massachusetts.
PRIVATE INVESTOR SUMMIT 15 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 4
Angel Investors & Clubs: How to Navigate The Space + Best Practices on Deal Selection. Panel Moderator: Jonathan Wiliams - Family Office Club
Ian Sobieski, PhD - The Band of Angels Dr. Ian Sobieski leads the Band of Angels, Silicon Valley’s oldest seed funding organization. Since its inception in 1994, the Band has invested in over 277 companies with 55 profitable M&A exits and 10 Nasdaq IPOs. Band members have founded companies such as Symantec, Logitech, and National Semiconductor and been senior executives at the likes of Sun Microsystems, Hewlett Packard, and Intuit. Dr. Sobieski has been a founding partner of three Band related seed venture funds totaling $65M in capital, and a partner at a $120M early stage venture fund. He is currently helping invest the Band Acorn Fund, which backs entrepreneurs who have the strategy of building profitable companies or exiting on the sole investment of the fund. His previous two funds were focused on seed round financings as stepping stones to larger VC rounds. Ian has made more than a hundred early stage investments and has served on twenty boards of directors. Seven of his investments have exited for a gain via M&A including SeaDragon Software, Quorum Systems, Nellix, Novus Packaging, and Ordinate. Two of his investments have gone public on the Nasdaq: Genitope and PortalPlayer.
Karen Drexler - Astia Angels Karen is active in Astia (www.astia.com) and Springboard (www.sb.co), nonprofit organizations that support female entrepreneurs. She is a founding member of Astia Angels. She guest lectures at Stanford courses in medical device design and mobile health and provides team support and mentoring for the Stanford Biodesign Fellowship and StartX, the off campus Stanford accelerator. Ms. Drexler is on the advisory board of the Keller Center for Innovation in Engineering Education, Princeton University School of Engineering. Ms. Drexler is CEO and a board member of Sandstone Diagnostics, a company that is utilizing portable centrifugal technology to put a new spin on healthcare. Sandstone’s first product is Trak, an FDA cleared system for home male fertility testing and tracking sold directly to consumers in the US. The company is expanding into tools that broadly support blood-based diagnostic testing.
Andrew Clark - Houston Angel Network Andrew Clark has more than 25 years experience in health care, technology, and energy-related fields. His corporate experience extends from roles at PriceWaterhouseCoopers, Compaq Computer, and Reliant Energy. Currently, he provides investments in and consulting to start-ups and early stage companies through the Houston Angel Network, where he is past president, and The Castell Group, where he is a principal. He has assisted numerous HTC clients and has been instrumental in the formation and raising of capital for early stage companies.
Charles L. Sidman, MBA, PhD - American Angel Capital Association Charles L. Sidman, MBA, PhD, is an angel investor and Managing Partner of ECS Capital Partners, LLC, an innovative early-stage venture fund based in Bar Harbor, Maine, USA, but operating globally. He is a founding member of the American Angel Capital Association (ACA), past president of the Crowdfunding Professional Association (CfPA), a frequent advocate for, contributor to and speaker on financial, entrepreneurship, policy and ethical issues in Washington, D.C. and beyond, an enthusiastic member of and participant at NACO, EBAN, GBAN, WBAF and numerous other professional organizations, and a 2018 Special Recognition Honoree of EBAN. He invests in and supports early-stage companies using private Angel investment, VC funds, Crowdfunding platforms and public markets.
PRIVATE INVESTOR SUMMIT 16 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 5
Investor 1st Impressions - Watch 25 Audience Member Brands Get Quickly Rated 1-10 by Investors Reviewing Deals Daily. Panel Moderator: Richard C. Wilson - Family Office Club
Jeff Wallace - Angel Investor Jeff is a long-time Silicon Valley, Bay Area resident who for many years has dedicated himself to serving the needs of companies, both locally and abroad, in their understanding of how to best deploy mobile technology and create an environment for innovation and disruption. Additionally, he consults with global startup ecosystems, including governments, corporations and startup accelerators/entrepreneurs, to help catalyze startup environments and to create a bridge for global startup entrepreneurs to Silicon Valley. He is an active angel investor.
Kip Kolson - Family Wealth Leadership Kip Kolson entered the financial services industry in 1967. His experience includes tenures in banking, commercial real estate development, and financial planning at a leading business and personal financial planning corporation as well as ownership of his own real estate company, and now his own family wealth leadership company. As Vice President and head of real estate at Bank of America’s Newport Center office, Kip managed the office’s real estate loan portfolio. From there, he became Vice President and Chief Financial Officer for an independently owned commercial real estate development and management company. Kip had oversight of the company’s asset management including lines of credit, financial projections and budgeting, compensation and employee benefits as well as their risk management and project.
Jack Aspir - Private Wealth Management As a Wealth Management Advisor with over 15 years experience, I take the time to understand your financial concerns and dreams. Working together, we design a disciplined plan to help meet your financial needs. My mission is to help you reach financial goals through a comprehensive process enhanced by unbiased advice
Steven Abernathy - The Abernathy Group Family Office Founded by Steven Abernathy in 2010, the Abernathy Group II Family Office believes the key to legally protecting and managing assets for the most successful and affluent families in the world means simplifying and organizing each family’s asset profile like a business. Each Family Unit is unique and evaluated as a separate entity we call a Family Enterprise. The Abernathy Group II established itself, and contributed to value-based investing innovation with the development of Quantimental Analysis and Clinical Investing®. These advancements have tended to improve volatility and lowered the overall correlation of portfolios to indices while reducing capital at risk
Duel Glass - Glass Family Office Glass Family Office has its roots in Rusk County Texas with the discovery of the Daisy Bradford III and the ensuing oil boom in the East Texas Field. Since the 1840's this legacy property has been an important core holding of the Glass and Miller family. Founder and principal of a general securities broker-dealer for 30 years. Specialized in distressed debt and was a member of a number of creditor committees including First City Bancorp of Texas, MCorp and Search Financial. After selling this broker-dealer, he focused primarily in the oil and gas industry, real estate and agriculture. Actively involved in acquiring royalties, operated and non-operated oil and gas assets, timber, tea, real estate and investment securities. Mr Glass, graduated form the University of Texas with a BBA in Petroleum Land Management and International Business.
PRIVATE INVESTOR SUMMIT 17 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 6
Investors' Real Estate Strategies: Considering Private Funds, REITS, & Direct Ownership. Panel Moderator: Jeff Feinstein - Pinnacle Partners
Irwin Boris - Heritage Capital Group Irwin is a Senior Advisor and member of the Investment Committee for Heritage Capital Group. Prior to joining, Mr. Boris worked sourcing acquisitions for several private investors (foreign & US) where he was responsible for deal sourcing, negotiation, underwriting, due diligence and financing; and was a top originator during his 10 year tenure with Capmark Finance / GMAC Commercial Mortgage. Irwin has more than 25 years experience in real estate finance, investment and asset management. During his professional career, Irwin has participated as a direct lender, principal, investment banker and advisor in more than $5.0 billion in real estate transactions. Irwin started his career as a CPA with a national accounting firm that specialized in real estate where he supervised audits and due diligence until he was hired by LeFrak to help run LeFrak City and then Newport. At both locations, he supervised the maintenance staff, dealt with government agencies and collect delinquent rent in Landlord Tenant Court. In addition to teaching on Multifamily Development & Investment at Fordham University, Irwin is a frequent speaker on multifamily investing at family office and other industry conferences. Mr. Boris received his M.S. in Real Estate from New York University with a concentration in Real Estate Investment and received his Bachelor’s degree in Accounting from Long Island University. He is a licensed real estate broker in New York
Bharat H. Sangani M.D. - Encore Enterprises, Inc. Dr. Bharat Sangani co-founded Encore in 1999 as a vehicle for investors to share in the success of his real estate deals. In 1991, “Doc,” as he is known by both clients and co-workers, made his first investment in real estate, transforming a failing hotel in Gulfport, Mississippi. Doc quickly learned he has a natural instinct for real estate investing and began growing his portfolio. Over the nearly 30 years that followed, Doc has established a successful real estate investment and development firm with a proven track record across multiple sectors throughout the United States. He is responsible for more than $2 billion in real estate transactions for Encore and oversees every aspect of the business, from operations to financial management. Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. He is an active contributor to the community and is involved in various charities both locally and in India. While Doc's primary focus is now on his real estate business, he spent the first part of his career building the largest cardiology businesses in Mississippi, is a Fellow of the American College of Cardiology, and is a Member of the American Medical Association, the American Heart Association, and the Educational Commission of Foreign Medical Graduates.
Rhett Trees - Seneca Capital Partners Rhett Trees is a soulful entrepreneur, interested party, seeker, audiophile, investor, traveler, philanthropist, loving father, brother and husband. He grew up in humble beginnings near a small, blue-collar town in the northern Indiana cornfields. Since then, he has been pursuing his daily mission to: "Move someone's soul today." Rhett is the Founder, Chief Executive Officer and Chief Compliance Officer at Seneca Capital Partners and its affiliates. Seneca Capital Partners specializes in niche, non-correlated assets that are generally in sectors that are not well understood, not over-capitalized and do not fit neatly into traditional institutional asset classes with a keen focus on workforce housing, especially Manufactured Housing Communities
John Manes - Managing Member, Pinnacle Storage Managers, LLC Formerly one of three Regional Vice Presidents for Uncle Bob’s Storage (now life storage), John Manes most recently served as Chief Operating Officer for The Jenkins Organization (“TJO”). TJO is a fully integrated real estate company specializing in the self- storage industry. Their expertise lies in acquisition, development, ownership, management and disposition of Self-Storage properties. The company is based in Houston, Texas. John oversaw all areas of the 55 facilities owned and/or managed by TJO. They totaled over 4 million square feet of Self-Storage space, and over 23,000 tenant customers. During John’s tenure at TJO, they managed Self-Storage projects in 3 states and 15 different Texas cities; Houston, Austin, Dallas, Ft. Worth, San Antonio, Galveston, College Station, Conroe, Beaumont, Oklahoma City and New Orleans. The portfolio under John’s management was valued in excess of $200,000,000. As the COO John’s primary function was to oversee all home office and field operations. This included direct responsibility for manager training, human resources, revenue management, bookkeeping, recruiting, operational policies and procedures, repair and maintenance processes, and overall profitability of all managed facilities. John joined TJO in 2011 after serving as Regional Vice President with Uncle Bob’s Self-Storage, one of the five publicly traded Self-Storage REITs. John began at Uncle Bob’s as a District Manager in 2005 overseeing the Austin and San Antonio markets, and in 2009 was promoted to be one of three Regional Vice Presidents. As Regional Vice President, John was responsible for the performance of over 120 properties and 200 employees. For three consecutive years, John had the best financial performing region in the portfolio.
PRIVATE INVESTOR SUMMIT 18 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL 7
Single Family Offices: A Discussion on the Top Problems, Time Wasters, and Frustrations of Single Family Offices. Panel Moderator: Richard C. Wilson - Family Office Club
Daniel P. Galvanoni - DPG Investments, LLC Daniel currently serves actively as a Chairman of the Board in his capacity with DPG Investments LLC. Mr Galvanoni is an accomplished merchant banker and private equity investor structuring in excess of 1.5B in private equity & debt capital for DPG sponsored deals across a broad array of strategies. In addition, Mr. Galvanoni assists in managing portfolio investments and operating partnerships, which the firm strategically holds, and exits. Following the sale of a major global mobile wireless hand held (Bar Code Readers) computing conglomerate Telxon Corporation and affiliates in which the Galvanoni Family held significant interest, the family then formed Wesselink & Galvanoni Holdings LLC. Wesselink & Galvanoni Holdings LLC, a private family investment office, began its deployment of capital into international and domestic real estate development projects, early/mid stage private equity companies, and various early stage technology investments.
Pierre Du Pont - Cerity Partners Pierre is a Partner in the New York office and has more than twenty-five years of experience founding, investing in and providing strategic growth advice to early-stage and middle-market companies. In addition to mentoring executives, Pierre has advised business-owning individuals and families on the personal/ownership side, as he has experienced many inheritances and business-ownership situations in his own family. Prior to joining Cerity Partners, Pierre was an advisor to three early-stage internet companies helping them develop business plans, identify capital sources, and make initial team hires.
Katie Sullivan - Stream Family Office Katie founded Streamline Family Office in 2003 and has been working with wealthy families for over 20 years. Over the past 16 years she has served as a Trusted Advisor to an aggregate of over $2B of client assets. She has extensive experience with and knowledge of the unique complexities and freedoms that wealth creates. Katie has built deep client and advisor relationships based on trust, compassion, privacy and integrity. She has a passion for understanding client needs and can quickly understand how all the pieces create the big picture. Katie started her career at Merrill Lynch and Bainco International Investors. She graduated from the University of Rhode Island where she was a Division I field hockey scholarship recipient and two-year captain. Katie lives in Dover MA and has four children with her husband Dan. She is incredibly curious, loves adventure, laughing, reading and pushing herself outside of her comfort zone.
Dan Farrell - Privos Capital Mr. Farrell is the Chairman & CEO of Privos Capital, a global Multi-Family Office LP (MFO). Privos partners with single family offices, multi-family offices, sovereign and royal families, their funds, foundations, and portfolio companies, in leading financial centers, as well as in the BRICS, N-11, ASEAN, MINT, and Frontier Countries of the Emerging Markets.
Gary Post - Kfund Over twenty-five years of experience in private and public company investing, management, and corporate finance at McKinsey, Drexel Burnham Lambert, and Kidder Peabody. The K Funds are private partnerships of committed capital supported by families and other private investors. We invest equity capital in growth companies across a range of promising industries and stages of company maturity. We also selectively invest in other private equity funds that share our objectives, possess specific domain expertise, and offer opportunities for collaboration.
Randy Abeles - RSM Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. Randy uses his knowledge as an individual tax specialist combined with his background in all areas of alternative investments to help family offices with direct investing decisions. Randy’s expertise also includes working with family offices in the areas of creation, restructuring and governance. Randy is a frequent speaker at family office organizations and for the AICPA.
PRIVATE INVESTOR SUMMIT 19 SPEAKERS PRIVATE INVESTOR SUMMIT
PANEL MODERATORS
Panel Moderator: Richard C. Wilson - Family Office Club Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families and as the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. The Wilson Holding Company is also the exclusive wine importer and a wine brand representative for Hofkellerei des Fursten Von Liechtenstein, the 600 year old vineyard owned by the princely family of Liechtenstein. Richard is author of the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and three daughters.
Panel Moderator: Andres Ospina - Family Office Club Andres is the Director of Charter Membership at Family Office. Originally from Greenwich, CT where he studied marketing and communication. He moved to South Florida in 2012 from New York City due to the great real estate prices and growing economic development. From selling whole sale properties to some of Floridas top real estate investors, to leading and producing top business conferences across the country Andres was brought onboard the Family Office Club team to due his multi-industry versatility and desire to help businesses get access to the necessary resources needed for successful growth through powerful live engagement, collaboration and networking.
Panel Moderator: Jonathan Wiliams - Family Office Club Senior Executive with proven track record in selling to world-class enterprise companies. A "Hunter" that excels at tying strategic initiatives and business challenges to a solution that translates to increased ROI for clients. Strong analytical, presentation, and strategic decision-making skills. Recognized for superior and consistent sales performance in the Financial Services, High Tech and Entertainment industries.
Panel Moderator: Paul Dugsin - Raiven Capital Paul has raised $1B for tech and R&D initiatives across many disciplines and sectors and has an uncanny ability to find the critical constellation of factors that will lead to success, and to pull no punches when they are missing. Some of Paul's projects have been world-first technology breakthroughs, giving Paul a keen eye for the revolutionary compared to the incremental. Throughout his career, Paul has led M&A, turnarounds, and rapid growth initiatives in companies of all sizes. Paul has invested and grown many companies through a private investment fund with substantial returns. Paul's deep experience with change and growth are critical elements of Raiven's ability to forge risk into return for its investors and other stakeholders. Paul is a graduate of TRIUM, an integrated Global EMBA graduate degree program issued jointly by the London School of Economics, New York University, and HEC School of Management.
Panel Moderator: Jeff Feinstein - Pinnacle Partners Jeff Feinstein is a Founder and Managing Partner of Pinnacle Partners where he leads investor relations, provides operational management, and serves on the investment committee. Jeff has been an active real estate and venture investor. He was a advisor to Schuster Realty Partners, real estate private equity fund and responsible for fundraising and investor relations. Real estate developers, owners and investors seek out Jeff's advice and assistance with the acquisition, development, financing and operation of complex projects.
PRIVATE INVESTOR SUMMIT 20 SPONSORS PRIVATE INVESTOR SUMMIT
RSM US LLP For business owners, wealthy families, executives and other individuals with significant wealth planning needs and tax concerns, there are no easy answers. RSM’s private client services professionals are committed to understanding your goals and the business, financial and personal considerations that shape them. We combine the help you need with the personal focus and attention you deserve, offering a broad range of services, including wealth planning, tax compliance and planning, family office design and management, transition planning, and valuations. RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 people in 85 offices nationwide. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries.
Group RMC Group RMC Corporation (RMC) is a Delaware U.S. registered real estate Co-Investment and management company based in New York City. RMC invests in, sponsors and is the General Partner in undervalued income producing Office properties in secondary and tertiary U.S. markets. RMC currently oversees in the U.S., principally in the Midwest, over 5,700,000 SF representing over USD 1.5 Billion in asset value. RMC’s principals typically participate with 5% to 25% in each partnership and offer partners the opportunity to co-invest as RMC is seeking like-minded partners not simply ‘clients’. As a consequence, RMC only levies its charges up-front and only in the form of shares in the partnership. RMC does NOT charge ‘back end’, ‘carry’ or even management fees to the partnership as these all serve only to hemorrhage the returns on the partners’ capital. This structure is unique in both its low pricing and risk sharing. A further and differentiating factor is that RMC and its partners are permanent and patient investors–in other words, real investors as it should be for a long-term asset class like real estate. Exit usually comes in the form of refinancing and/or increasing distributions. Occasionally irresistible offers do occur and RMC will sell, but RMC will never be a forced seller.
Inno 360 The Clear Prism instance of inno360 is tailored toward enabling private equity and fund investment decision makers to augment human intelligence with advanced cognitive computing and predicative intelligence capabilities. Utilizing inno360’s collaborative innovation management ecosystem, coupled with the depth and breadth of its unapparelled content repository, investment decision makers apply Clear Prism’s proprietary analytics to conduct in-depth and unmatched investment identification, selection and due diligence followed by enhanced post-investment risk management.
Pinnacle Storage Properties, LLC Pinnacle Storage Properties, LLC is a privately held, national Self Storage acquisition, development and management firm based in Houston, Texas. Our entrepreneurial spirit has quickly propelled us to becoming one of the nation’s most active purchasers of Self Storage. With nearly 25 years of combined Self Storage experience, we have established an industry wide reputation for success derived from our core values - honesty, integrity, and respect. Our strategy is to purchase under-managed, under-enhanced and under-developed assets in secondary and tertiary markets across the United States. We do this by concentrating on value-add existing operations. We have positioned ourselves as leaders in delivering first class projects through the implementation of our in-house management strategies, construction and marketing platforms. Through our assertive efforts, we continue to add millions of dollars of value to our owned and operated Self Storage facilities. The relationships we have built over the years afford us the opportunity to select only the best off market deals. Focusing specifically on those we believe offer stable cash flow and long-term appreciation opportunities. Thus, allowing us to deliver optimal returns to our investors and consistently perform for our lending partners.
PRIVATE INVESTOR SUMMIT 21 SPONSORS PRIVATE INVESTOR SUMMIT
Global Integrity Finance Global Integrity Finance specializes in a varied blend of commercial real estate financing options. We are a private hard money equity-based lender located in McKinney, TX lending hard money commercial residential investment loans Nationwide. We work with borrowers, brokers and real estate agents across the USA as a direct lender we can make quick in-house loan decisions unlike other lenders which can sometimes take weeks. Anybody can do the easy loans, we like difficult loans, no matter how much hair it has we can find a way to make the loan if you have lots of equity. We love loans that banks have turned down!
Ascent Private Capital Management Ascent Private Capital Management serves individuals and multigenerational families with significant resources who aspire to make an impact with their wealth. Clients can expect highly personalized advisory services that combine traditional wealth planning offerings with cutting-edge wealth impact planning and communication tools.
Mineral Royalties Group, LLC Mineral Royalties Group offers prime United States onshore mineral rights for sale. Mineral Royalties Group’s team utilizes deep industry relationships, advanced sourcing techniques, expert analysis and good old fashion hard work to be a “wholesaler’s” “wholesaler.” Our expertise allows us to acquire mineral rights that not only have cash flow currently from existing wells but have additional wells being drilled which will soon provide additional cash flow. Our properties also have additional proven undeveloped reserves which we believe will potentially increase decades of cash flow. Our team is based out of Dallas Texas and has many years of experience.
Anywher Energy L3C Anywher Energy L3C (AE) is a social impact business delivering the benefits of fuel cell technology to the world. The compact, scalable 1kW high-efficiency multi-fuel power generation system has an ultra-low/neutral carbon footprint. AE is employing a lean operating model with a senior management team while minimizing capital investment by focusing in-house on proprietary components and taking advantage of Midwest industry expertise for COTS component manufacturing. Anywher Energy is seeking to raise $20-50M in stages for initial pilots and then scale-up. AE’s unique L3C model allows for direct investment by foundations, wealthy investors, family offices, angel/venture social capitalists and other patient capital seeking to build long-term financial value with a financially sustainable social impact business model.
Raiven Capital Providing investors access to early-stage high growth technology (AI, 5G, IoT) investments through a new fund run by executives who have raised over $1 Billion & had 65% IRR on past deals, and are focused on developing positive cash flow. Raiven Capital is a Canada-Silicon Valley Series A Technology Venture Capital Fund. With offices in Toronto and Silicon Valley and venture partners in Vancouver, Singapore, New York, Zurich, and Tel Aviv, Raiven Capital is a Born global venture capital fund. We seek revolutionary technology built by diverse teams. We use our operational experience to select and build better companies. We nurture in Canada and scale beyond to create extraordinary returns for our investors.
Life Investors Management Company Life Investors Management Company is a private investment advisor specializing in offering clients an alternative, uncorrelated asset called Life Settlements. Life Settlements are comprised of life insurance policies purchased from original (or subsequent) owners who no longer want to maintain the expense. The company purchases high-quality life policy products through a national network of agents, brokers, and providers. All policies are vetted through a professional, due diligence process which allows for optimized returns and well-managed costs. This asset class provides a portfolio diversification option not susceptible to the risks associated with mainstream investments such as stocks, bonds, real estate, or oil and gas.
PRIVATE INVESTOR SUMMIT 22 SPONSORS PRIVATE INVESTOR SUMMIT
Titan Capital Investments Titan Capital Investments is a respected multifamily real estate firm specializing in Class B/C value-add apartment complexes in the Southeast. Based out of Atlanta, the company has ~2,300 units under management. With 40+ years of experience in the Southeast, the team has developed local expertise as an owner/operator with entrenched relationships. We partner with investors looking to add value through renovations and management efficiencies. Upon each acquisition, our property management company manages and renovates each asset in-house. The firm has developed a proven strategy investing in specific growth markets in the Southeast including NC, SC, FL, GA, and TN.
Morgan Stanley Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City.
Nico Nico is a neighborhood investment company that makes it possible for people who love their neighborhood to build a long-term financial stake in their community by investing in local real estate. Our mission is to localize wealth creation and broaden access to neighborhood equity. Initially, we’ll do that with the launch of Nico Echo Park—the world's first Neighborhood REIT.
Pinnacle Partners, LLC Pinnacle Partners is a strategic source of high-quality opportunity zone real estate investments with select best-in-class JV parternships that include developers, investors, land owners and users. Pinnacle Partners has an actionable pipeline of opportunities that are underwritten as single-entity investment opportunities not a co-mingled fund. Pinnacle is focused in the Western Unites States and has capitalized over $250mm of development projects to include Oakland CA. OZ senior housing projects
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