1. 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.

    Discussion Points:

    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
    PANEL:
    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

    Uploaded 2 Plays 0 Comments
  2. 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.

    Discussion Points:

    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
    PANEL:
    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

    Uploaded 1 Play 0 Comments
  3. 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.

    Discussion Points:

    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
    PANEL:
    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

    Uploaded 1 Play 0 Comments
  4. # vimeo.com/88798725 Uploaded 11 Plays 0 Comments
  5. # vimeo.com/89469681 Uploaded 11 Plays 0 Comments

ACG New York Family Office

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