Family Office Schedule
Tuesday, April 21
6:00 – 8:00 p.m.
Wednesday, April 22
8:00 – 9:00 a.m.
9:00 – 10:00 a.m.
Competing with Private Equity for Deals
This session will discuss how you should go about marketing yourself as a family office when competing for deals. Ever wonder why some offices lose out on deals they otherwise should have won, or how your firm can stand out as a legitimate deal professional against seasoned firms? All of this and more will be answered.
10:10 – 11:00 a.m.
Outsourcing for Family Offices: How to choose quality outsource partners
Not all family offices are staffed to fulfill every part of a deal. How do you know when your firm should outsource a specific function rather than tackle it in-house? When you do need to outsource, how do you identify a quality due diligence partner, valuation partner, and more?
- François de Visscher, Co-Founder, Executive Chairman & Senior Managing Director, Family Office Direct Investment Services
11:10 a.m. – 12:00 p.m.
Co-Investing with Other Family Offices
This panel will begin with defining what co-investing means for family offices. It’ll then dive into what signs you should look out for in a quality co-investing partner. This session will be followed by a networking lunch with designated tables for those FO’s who are interested in co-investing with each other.
- Katherine Hill Ritchie, Director, Strategic Development, Nottingham Spirk
- Ellen Havdala, Managing Director, Equity Group Investments
12:00 – 1:00 p.m.
Join other family offices for a networking lunch where you can get to know others in the business and connect with other family offices who are interested in co-investing.
1:00 – 2:00 p.m.
Working Effectively with Private Equity and Independent Sponsors
- Michael Lonergan, Managing Partner, Georgia Oak Partners
- Marcia Nelson, Managing Director, Alberleen Family Office Solutions
2:00 – 3:00 p.m.
Best Practices for Assembling an ACG Family Office Committee in Your City
Wrap up the day by hearing from seasoned ACG members who have cultivated a strong family office network in their own cities, and come away with the tools to start your own family office network at home.
Check back soon as we add more information about speakers. Schedule subject to change.