Alternative and Private Equity Investment by Family Offices
October 10, 2013
11:15am - 1:30pm
With Private Equity returns outpacing other forms of alternative investments we have gathered a panel of family office professionals representing different types of family offices acting as LP’s or investing side by side with PE firms as well as investing in or acquiring middle market companies.
You will learn about how family offices operate their funds similar to Private Equity firms and which firms are acquiring cash flow to secure their legacy for future generations.
Trends in direct vs. fund investment-
How family offices conduct due diligence
How do family offices engage in deal sourcing
What are the key differences in making presentations to family offices vs. other LPs
What role does the family office adviser play and how has it evolved
How as the cut back by pension funds in private equity capital commitments effected family offices
Steffi Claiden, Founder/CEO, Family Office Review/Family Office Capital Network
Josh Cohen, Managing Partner, City Light Capital
John Jonson, Managing Director, Lyrical Partners
Ira Perlmutter, Managing Director, T5 Equity Partners
Angela Raitzin, Principal, Constellation Wealth Advisors LLC