Valuable Insights, Invaluable Connections

Family Office Connect is designed to facilitate Family Offices, LP’s, GP, and an ever-increasing group of Independent Sponsors who seek to find their place in and amongst funded managers. The event will feature premier networking for 100+ screened family offices focused on gaining access to exclusive managers, deal flow and intelligence.

Keynote presentations from industry leaders will offer insights into how Family Offices, LPs, GPs & Independent Sponsors can work together. This full-day event will include interactive round tables, specialist panel discussions and plenty of networking opportunities.

Plus, our exclusive ExecConnect 1:1 private meetings program gives LPs, GPs, Independent Sponsors & Family Offices the unique opportunity to meet with one another, for 20 minutes, prearranged meetings. Our content is produced by the leading private equity and venture capital team in the country, the award-winning journalists and editors at PE HUB,  Buyouts, VCJ and Active LPs.

Register by 10/8/2019 to take advantage of ExecConnect at Family Office Connect.

When you’re not meeting up with common connections or creating new connections, our award-winning editors have created an agenda targeting your most pressing industry questions. Make sure you’re in the room to expand your network, supercharge your strategy and get deals done!

BONUS: All paid participants receive 2nd Edition Buyouts Insider’s Guide to Independent Sponsors a comprehensive directory of independent sponsors who are active in the alternative investment space. Each profile provides rich detail on a leading independent sponsor’s operations, investment  strategy and portfolio sponsor’s operations, investment  strategy and portfolio.

Closing Keynote with Ellie Rubenstein, Co-Founder and CEO, Manna Tree Partners

Ellie Rubenstein closing keynote, fireside chat will discuss Family Office Education 2.0

Rubenstein has over 10 years of experience in asset management, including as a Partner with a well-known, high net worth individual in Los Angeles, as Co-Founder of Pt Holdings, an arctic asset manager headquartered in Anchorage, Alaska, and as a founding investor of the Alaska Angel Investment Network.

Featured Speakers

View all speakers
View all speakers

Who Should Attend?

  • Single and Multi Family Offices who are active in the private markets, through direct deals, co-investments and/or fund level commitments
  • Independent Sponsors (Fundless Sponsors)
  • Managers in the following categories: Private Equity, Venture Capital, Mezzanine & Senior Debt, Growth Equity, Real Estate, Energy, Infrastructure
  • Wealth managers and family office advisors
  • Deal intermediaries who advise or manage deal flow opportunities in private capital
  • Placement Agents / Fundraising advisors / intermediaries between GPs and LPs
  • Limited Partners / Investors / Allocators who invest in private partnerships
  • CEOs of venture- or private equity-backed private companies
  • Corporate development executives who provide exit opportunities for private capital funds
  • Private Real Estate Funds

Who Attends PartnerConnect Events?

Virtually every major Financial Sponsor and hundreds of LPs.

  • Harvard Management Company
  • College of the Holy Cross Endowment
  • QIC
  • Pennsylvania State Employees Retirement System
  • The James Irvine Foundation
  • UPS Group Trust

For more information on who attends, please reach out Kevin McCaffrey at kmccaffrey@buyoutsinsider.com. Or Andrew C. Yale at ayale@buyoutsinsider.com.

Here are a selection of firms that have attended Family Office Connect in 2018:

1800Flowers, Clarim Family Office
Alberta Teachers' Retirement Fund Board
Arcbridge Capital
Blackridge Capital Group
Breakwater Investments
Cambridge Asset Management
Edmond de Rothschild Private Equity
First Haven Capital
Gladstone Family Investors
Hongkun Family Office
Konkordia Capital
Nottingham Spirk Family Office
Philadelphia Family Office Association
Pritzker Group
Rothschild Capital Partners
Quilvest Private Equity
Shelbourne Global
Sorensen Impact Fund
Spearhead Capital Advisors
Stone Family Office
Tradewind Capital Group
Wildcat Capital Management

Download the 2019 white paper to read topics on:

  • Fresh Capital

  • Investments

  • Family Offices

  • Independent Sponsors

ExecConnect Meetings With LPs

 

Now celebrating our ninth year of our ExecConnect Private Meeting Program, we are proud to say we’ve arranged over 10,000 1:1 meetings between fund managers and limited partners. Based on feedback from our participants, billions of dollars in commitments have been made by LPs to GPs they met in our program. Participants efficiently move through 20 minute private meetings. For more information, click here.

Family Office Connect VIP Dinner & Entertainment

We will host a Family Office Connect VIP Dinner on the night of October 30th. The dinner typically has 40-50 attendees. Details coming soon. For sponsorship opportunities please reach out to Kevin McCaffrey at kmccaffrey@buyoutsinsider.comOr Andrew C. Yale at ayale@buyoutsinsider.com.

By invitation only.

View Our Event Highlights

Please see above, to watch a video from our Keynote speaker Mike Williams, Truvestments.

Family Office Connect conferences bring together qualified investors, fund managers, independent sponsors, family offices & service providers for unbeatable networking and award-winning panels.

SEE WHAT OUR ATTENDEES HAVE TO SAY

Ian Rice, Portfolio Manager,

Hartford Investment Management Company

I find the PartnerConnect meetings to be a very efficient way to touch base with lots of LPs and GPs in one day. It takes some time to develop new relationships…

Read full testimonial

Lei Farrand, Director of Capital Markets,

Kingbird Investment Management

On behalf of Grupo Ferré Rangel family, I wanted to thank you for a well orchestrated event. I felt it was an exceptionally curated, sophisticated group of spon…

Read full testimonial

Ronald England, Founder,

Westbrook Capital LLC

I have to tell you that this was one of the best conferences that I have attended. Keeping the sessions to 30 minutes was refreshing and kept event on pace. Nor…

Read full testimonial

Follow Us on Social Media!

#partnerconnectevents

Day 1
View agenda page

Agenda

Day 1 - Wednesday 30th

Sessions Include
08:40 - 08:45

Welcoming Remarks

Daniel Weinstein
A speaker photo for Daniel Weinstein

Daniel Weinstein

Conference Producer, Buyouts Insider

Read bio
08:45 - 09:15

Opening Keynote Presentation

Mike Williams

Global Economic Trends: The Investment Environment facing Family Offices and the wider PE class

A speaker photo for Mike Williams

Mike Williams

Managing Director, Truvestments

Read bio
09:15 - 10:00

Fund investments, Co investments and Direct Deals – LPs set the scene

Jeremy Knox, Howard Gurvitch, Rob Nagle, Nick Russell, Ahmed Fattouh

Moderator: Ahmed Fattouh, Founder & CEO, InterPrivate LLC

A speaker photo for Jeremy Knox

Jeremy Knox

Senior Investment Director, Schroder Adveq Management US

Read bio
A speaker photo for Howard Gurvitch

Howard Gurvitch

Chief Investment Officer, Gurvitch Family Office

Read bio
A speaker photo for Rob Nagle

Rob Nagle

Senior Investment Director, Aberdeen Standard Investments

Read bio
A speaker photo for Nick Russell

Nick Russell

Partner, Tuckerman

Read bio
A speaker photo for Ahmed Fattouh

Ahmed Fattouh

Founder & CEO, InterPrivate LLC

Read bio
10:00 - 10:30

The Independent Sponsor Debate - Funded vs Unfunded?

Douglas Song, Derek McDowell, Lilies Lanway

Moderator: Lilies Lanway, Senior Vice President, Accord Financial

A speaker photo for Douglas Song

Douglas Song

Co-Founder & Managing Director, Prodos Capital

Read bio
A speaker photo for Derek McDowell

Derek McDowell

CEO, Boyne Capital

Read bio
A speaker photo for Lilies Lanway

Lilies Lanway

Senior Vice President, Accord Financial

Read bio
10:30 - 11:00

How to Set Up a Co-investment Program That is Sure to Succeed

Christian E. Lund, Marcia Nelson, Katherine Hill Ritchie, Claudine M. Cohen

Moderator: Claudine M. Cohen, Principal, CohnReznick Advisory – Transactional Advisory Services, Northeast Market Leader

A speaker photo for Christian E.  Lund

Christian E. Lund

Partner, Hamilton Robinson Capital Partners

Read bio
A speaker photo for Marcia Nelson

Marcia Nelson

Managing Director, Alberleen Family Office Solutions

Read bio
A speaker photo for Katherine  Hill Ritchie

Katherine Hill Ritchie

Director, Strategic Development, Nottingham Spirk Family Office

Read bio
A speaker photo for Claudine M. Cohen

Claudine M. Cohen

Principal, CohnReznick Advisory - Transactional Advisory Services, Northeast Market Leader

Read bio
11:00 - 11:30

Morning Networking Break

11:30 - 12:30

SharkTank Exchange: Funds Present to Family Offices

Ryan Freedman, Craig Enenstein, Chris Girgenti, Ankur Jain, Gavin Myers, Anupam Rastogi, Brian Smiga

Moderator: Brian Smiga, Co-Founding Partner, Alpha Venture Partners

A speaker photo for Ryan Freedman

Ryan Freedman

Chairman & CEO, Corigin

Read bio
A speaker photo for Craig Enenstein

Craig Enenstein

Chief Executive Officer, Corridor Capital, LLC

Read bio
A speaker photo for Chris Girgenti

Chris Girgenti

Managing Partner, Pritzker Group Venture Capital

Read bio
A speaker photo for Ankur Jain

Ankur Jain

Founding Partner, Emergent Ventures

Read bio
A speaker photo for Gavin Myers

Gavin Myers

Co-Founder & General partner, Prudence Holdings

Read bio
A speaker photo for Anupam Rastogi

Anupam Rastogi

Partner, Emergent Ventures

Read bio
A speaker photo for Brian Smiga

Brian Smiga

Co-Founding Partner, Alpha Venture Partners

Read bio
12:30 - 13:30

Networking Lunch

13:30 - 14:00

Independent Sponsors in a Funded World - the Deal Journey Into an Investor. What Makes for a Successful Partnership?

David Acharya, Brian Kerr, Noah J. Kroloff, Adam Smith

Moderator: Adam Smith, Partner, CEO, Circle Peak Capital LLC

A speaker photo for David Acharya

David Acharya

Partner, AGI Partners

Read bio
A speaker photo for Brian Kerr

Brian Kerr

Managing Director, ORIX Mezzanine & Private Equity

Read bio
A speaker photo for Noah J. Kroloff

Noah J. Kroloff

Managing Director, Black Granite Capital

Read bio
A speaker photo for Adam Smith

Adam Smith

CEO, Circle Peak Capital LLC

Read bio
14:00 - 14:30

In-house vs OCIO: Selecting the Right Approach for Your Family Office

Brandon Laughren, Ryan Kriser, Pietro Cinquegrana, Adam Koopersmith

Moderator: Pietro Cinquegrana, Managing Director, CDIB Capital International

A speaker photo for Brandon Laughren

Brandon Laughren

Chief Investment Officer, The Laughren Group

Read bio
A speaker photo for Ryan Kriser

Ryan Kriser

Founder & CEO, Helios Investment Partners

Read bio
A speaker photo for Pietro Cinquegrana

Pietro Cinquegrana

Managing Director, CDIB Capital

Read bio
A speaker photo for Adam  Koopersmith

Adam Koopersmith

Partner, Pritzker Group Venture Capital

Read bio
14:30 - 15:00

Independent Sponsor Economics: Winning investors, Deal Financing & Maintaining Control

Brian T Bristol, Mark Hauser, Gilbert Klemann, Drew Brantley

Moderator: Drew Brantley, Partner, Frisch Capital Partners

A speaker photo for Brian T Bristol

Brian T Bristol

Managing Director and Co-founder, NY Private Finance

Read bio
A speaker photo for Mark Hauser

Mark Hauser

Founder and Managing Director, Tamarix Capital

Read bio
A speaker photo for Gilbert Klemann

Gilbert Klemann

Managing Partner, GHK Capital Partners

Read bio
A speaker photo for Drew  Brantley

Drew Brantley

Partner, Frisch Capital Partners

Read bio
15:00 - 15:30

Afternoon Networking Break

15:30 - 16:00

Family Offices as Fund Investing LPs

Adam Fried, Tom Wisniewski, Brett Hickey

Moderator: Brett Hickey, Founder & CEO, Star Mountain Capital

A speaker photo for Adam Fried

Adam Fried

Partner, The K fund

Read bio
A speaker photo for Tom Wisniewski

Tom Wisniewski

Managing Partner, RosePaul Investments

Read bio
A speaker photo for Brett Hickey

Brett Hickey

Founder and Chief Executive Officer, Star Mountain Capital

Read bio
16:00 - 16:45

Afternoon Roundtables

Adam Fried, SC Moatti, Shaun Khubchandani
  • Co-Investments: In the trenches – Adam Fried, Partner, The K fund
  • Emerging Market Co-investments – Shaun Khubchandani, Principal, Siguler Guff
  • Early Stage Investing for HNW Individuals and Family offices – SC Moatti, Founder & Managing Partner, Mighty Capital
  • Shark Tank Funds – Open Forum
  • Shark Tank Firms – Open Forum
A speaker photo for Adam Fried

Adam Fried

Partner, The K fund

Read bio
A speaker photo for SC  Moatti

SC Moatti

Founder & Managing Partner, Mighty Capital

Read bio
A speaker photo for Shaun  Khubchandani

Shaun Khubchandani

Principal, Siguler Guff

Read bio
16:45 - 17:15

Closing Keynote Fireside Chat

Gabrielle Rubenstein, John D’Agostino

Family Office Education 2.0

Moderator: John D’Agostino, Global Head of Investor Engagement, DMS Governance

A speaker photo for Gabrielle Rubenstein

Gabrielle Rubenstein

Co-Founder and Chief Executive Officer, Manna Tree Partners

Read bio
A speaker photo for John D’Agostino

John D’Agostino

Managing Director, Global Head of Investor Engagement, DMS Governance

Read bio
17:15 - 18:30

Closing Cocktail Reception

19:00 - 21:00

VIP Dinner – By invitation Only

David Acharya

Partner, AGI Partners

David Acharya is a Partner at AGI Partners LLC, where he is responsible for investment sourcing and performing due diligence, transacting/financing structuring, post-close value creation and portfolio management. In addition, he is very active in man… Read full bio

Drew Brantley

Partner, Frisch Capital Partners

Drew Brantley is an entrepreneur prior to joining Frisch Capital. He is the founder and owner of multiple companies including BAM Adventures, Resilient Families Institute (RFI), Bay Blasting, The Brantley Institute and the national race series, Famil… Read full bio

Brian T Bristol

Managing Director and Co-founder, NY Private Finance

Brian has been an investment banker to entrepreneurs for over 30 years, with a primary focus on business development and client service. He has extensive experience in raising all types of growth capital including equity and debt, as well as in advis… Read full bio

Claudine M. Cohen

Principal, CohnReznick Advisory - Transactional Advisory Services, Northeast Market Leader

Claudine Cohen is a principal and leads CohnReznick’s Advisory Group’s Northeast Transactional Advisory Practice (TAS). With more than 25 years of business experience, Claudine has developed an expertise in providing transactional advisory services,… Read full bio
New

Pietro Cinquegrana

Managing Director, CDIB Capital

Pietro has 30 years of international experience in investing, advisory and consulting. He is a Managing Director at CDIB Capital Group, an international private investing platform. Previously, he was a Managing Director at Hudson Hill Capital, a New… Read full bio
New

Gabrielle Rubenstein

Co-Founder and Chief Executive Officer, Manna Tree Partners

Gabrielle "Ellie" Rubenstein has over 10 years of experience in asset management, including as a Partner with a well-known, high net worth individual in Los Angeles, as Co-Founder of Pt Holdings, an arctic asset manager headquartered in Anchorage, Al… Read full bio
New

Mike Williams

Managing Director, Truvestments

Mike is a Managing Director, starting his career in financial services for clients back in 1982. He works to build a solid foundation for clients, based on logic and patience in their wealth-building plans, with a focus on capital preservation. Mike… Read full bio

John D’Agostino

Managing Director, Global Head of Investor Engagement, DMS Governance

John D’Agostino is a Managing Director at DMS and Global Head of Investor Engagement. He is one of the firm’s Fund Governance practice leaders, providing guidance and independent oversight to boards to ensure adherence to governance, regulatory and c… Read full bio
New

Craig Enenstein

Chief Executive Officer, Corridor Capital, LLC

Craig L. Enenstein is Chief Executive Officer of Corridor Capital, LLC, an operationally-intensive private equity firm focused on control investments in business services companies. He has a hands-on orientation to investing with extensive experience… Read full bio

Ahmed Fattouh

Founder & CEO, InterPrivate LLC

Ahmed Fattouh is the founder and CEO of InterPrivate, a firm that partners with independent sponsors and family offices on private equity transactions. In addition to investing is own capital, InterPrivate manages a warehousing vehicle that allows th… Read full bio

Ryan Freedman

Chairman & CEO, Corigin

Ryan Freedman is the Chairman & CEO of Corigin, an alternative investment company focused in real estate and venture capital. Fueled by Ryan’s interest in technology, Ryan launched Corigin Ventures, a NY-based Seed-stage venture capital firm. Corigin… Read full bio

Adam Fried

Partner, The K fund

Over ten years of experience investing in private equity, growth equity and venture capital. Directed private investments for the Sackler family office. ​

Mark Hauser

Founder and Managing Director, Tamarix Capital

Mr. Hauser is a Senior Managing Director of OFS Capital Management, LLC and a member of the investment and executive committees of the firm. He is responsible for middle-market lending through OFS Capital Corporation. Mr. Hauser’s experience spans mo… Read full bio

Brett Hickey

Founder and Chief Executive Officer, Star Mountain Capital

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large market capabilities and resources to established small and medium-sized private businesses. Star Mountain’s distinctive investment platform provi… Read full bio

Howard Gurvitch

Chief Investment Officer, Gurvitch Family Office

Howard Gurvitch, is a New York City-based entrepreneur and private investor. He is the sole managing member of HRG, LLC, a privately-held “family office” investment management company he founded in 2005 that manages a diversified investment portfolio… Read full bio
New

Chris Girgenti

Managing Partner, Pritzker Group Venture Capital

Chris joined Pritzker Group Venture Capital in 1996 and has served as its Managing Partner since 1998. During this time, he has led the organization and capital formation for 7 technology venture funds and has led or overseen investments in more than… Read full bio
New

Ankur Jain

Founding Partner, Emergent Ventures

Ankur is Founding Partner at Emergent Ventures (www.emergent.vc), a San Francisco based early stage venture capital firm investing in next generation enterprise software companies. Earlier, Ankur has been a venture investor across US, India and Israe… Read full bio

Brian Kerr

Managing Director, ORIX Mezzanine & Private Equity

Brian Kerr is a Managing Director of ORIX Mezzanine & Private Equity. Mr. Kerr has spent 19 years working with lower middle market corporations and entrepreneurs on financial and strategic projects, including balance sheet recapitalizations, debt and… Read full bio
New

Shaun Khubchandani

Principal, Siguler Guff

Shaun Khubchandani is a Principal at Siguler Guff and a co-portfolio manager of Siguler Guff's emerging markets technology platform. He rejoined the Firm in 2018 and is responsible for investment strategy implementation, investment sourcing and selec… Read full bio

Gilbert Klemann

Managing Partner, GHK Capital Partners

Gilbert H. Klemann is the founder and managing partner of GHK Capital Partners. Prior to founding GHK in 2017, Mr. Klemann spent seventeen years at Goldman Sachs where he most recently led the private equity investing efforts across General and Diver… Read full bio
New

Adam Koopersmith

Partner, Pritzker Group Venture Capital

Adam joined Pritzker Group Venture Capital in 2004 and invests in companies providing innovative SaaS applications and marketplace-driven solutions. Prior to joining Pritzker Group Venture Capital, Adam held various senior operating and business deve… Read full bio
New

Ryan Kriser

Founder & CEO, Helios Investment Partners

Ryan Kriser is the founder and CEO of Helios Capital, a New York City based family office. Ryan is an experienced investor, advisor and broker dealer, with over ten years of experience. He has a reputation for integrity, creativity, and resourcefulne… Read full bio

Noah J. Kroloff

Managing Director, Black Granite Capital

Mr. Kroloff is Managing Director of Black Granite Capital. Mr. Kroloff has been helping innovative healthcare companies grow for 28 years--as a management consultant at McKinsey & Co., a senior operating executive at i-STAT Corp. and an investing par… Read full bio

Jeremy Knox

Senior Investment Director, Schroder Adveq Management US

Jeremy Knox covers Adveq's US buyout and turnaround investment activities across primary funds, secondaries, and co-investments. Prior to joining Adveq in 2016, Jeremy spent 7 years, most recently as a Director, in the investment arm of PartnerRe Ltd… Read full bio

Lilies Lanway

Senior Vice President, Accord Financial

Knowledgeable. Responsive. Genuine. To-the-point. Accord Financial Senior Vice President, Lilies Lanway, embodies those traits and so much more. As a highly-respected member of Accord’s Executive Team and Credit Committee, Lilies has extensive privat… Read full bio

Brandon Laughren

Chief Investment Officer, The Laughren Group

Brandon K. Laughren, Managing Director, Co-Founder and CIO of the Laughren Group, a single family office where he oversees all aspects of investments, including direct private equity, private debt, venture capital and real estate, while managing fami… Read full bio

Christian E. Lund

Partner, Hamilton Robinson Capital Partners

Chris Lund joined HRCP in 2002. He is a partner of the firm and a member of the investment committee. Chris currently serves as the Chairman of Horizon Bradco and as a director of PNE, Inspire Automation and American Roller Company. Chris has over 15… Read full bio

Derek McDowell

CEO, Boyne Capital

Derek is involved in all phases of the investment process and portfolio management at Boyne. He has a deep understanding of the needs of owners and managers of mid-sized companies. He invests for the long-term and believes in maximizing value by focu… Read full bio

SC Moatti

Founder & Managing Partner, Mighty Capital

SC Moatti, Founder & Managing Partner, Mighty Capital SC Moatti is a technology visionary, entrepreneur and investor. She is the founding partner of Mighty Capital, a Silicon Valley venture capital firm, and Products That Count, a global community of… Read full bio
New

Gavin Myers

Co-Founder & General partner, Prudence Holdings

AGE 9 Thriving candy business shutdown by elementary school Principal 1999 Graduates from Yale University with a BA in Political Science 2000 Leaves Goldman Sachs, NY after 9 months to move to San Francisco to work with tech companies at Credit Suiss… Read full bio

Rob Nagle

Senior Investment Director, Aberdeen Standard Investments

Rob Nagle is a Senior Investment Director of Private Equity at Aberdeen Standard Investments. Aberdeen Private Equity (“APE”) is investing from its eighth US small buyout fund. APE invests across multiple strategies including traditional primary fund… Read full bio

Marcia Nelson

Managing Director, Alberleen Family Office Solutions

Managing Director, Alberleen Family Office Solutions Marcia Nelson is Managing Director of Alberleen Family Office Solutions and is responsible for client marketing and development of Alberleen’s network of family offices and private investors. Ms. N… Read full bio
New

Anupam Rastogi

Partner, Emergent Ventures

Anupam is a Partner at Emergent Ventures and focuses on seed and early-stage investments in transformative startups in the Intelligent Software space, across Enterprise AI, Data, Cloud and Smart Mobility segments. Emergent Ventures (www.emergent.vc)… Read full bio

Katherine Hill Ritchie

Director, Strategic Development, Nottingham Spirk Family Office

Mrs. Hill Ritchie has worked internally for 5 single family offices and also as an advisor to several prominent family offices and companies through her firm, Private Capital Investments. Her current role is Director for Nottingham Spirk Family Offic… Read full bio

Nick Russell

Partner, Tuckerman

Prior to joining Tuckerman, Nick was a principal at North Star Advisors, an investment and advisory firm where he advised private equity and debt investors, worked with portfolio company boards and senior management teams to build and implement value… Read full bio

Brian Smiga

Co-Founding Partner, Alpha Venture Partners

Brian Smiga is the co-founding partner at Alpha Venture Partners, an innovative late-stage venture fund that invests growth capital in category-leading technology companies (Lime, Wish, Careem, Coupang, Getaround, DoctorOnDemand) sourced from a netwo… Read full bio

Adam Smith

CEO, Circle Peak Capital LLC

R. Adam Smith is an experienced investor, advisor, and builder of tens of startup, venture and private equity-backed companies in the U.S., and abroad, since the mid-1990s. R. Adam is an expert in the branded space with a focus on all matters related… Read full bio

Douglas Song

Co-Founder & Managing Director, Prodos Capital

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational experience. Mr. Song is a Co-Founder and Managing Director of Prodos Capital (“PC”), an investment firm focused on investments in the lo… Read full bio
New

Tom Wisniewski

Managing Partner, RosePaul Investments

Tom manages RosePaul Investments, his family office, and its proprietary fund, RosePaul Ventures that invests in tech start-ups and VC/PE funds. RosePaul has made direct investments in over 30 technology companies, and through their fund-of-funds pla… Read full bio

Daniel Weinstein

Conference Producer, Buyouts Insider

Daniel Weinstein is a Conference Producer at Buyouts Insider where he manages the content and structure of the entire PartnerConnect Events portfolio. Formerly, he worked on the LP Team at Buyouts Insider where he was tasked with researching and fost… Read full bio
View all speakers

The ExecConnect Private Meetings Program at
Family Office Connect:

  • Connects Family Offices, LPs, GPs, and Independent Sponsors for 1:1 meetings
  • Meetings are 20-min, private, and curated by conference directors based on detailed investor profiles
  • Differing from our PartnerConnect Events, all groups can meet with one another to discuss fund, co, and direct deal investing
  • Over 11,000 meetings facilitated to date, with 2700+ in 2018 alone
  • Billions of dollars raised with past commitments ranging from a few million dollars to larger checks as high as $100 million

If you’re a Family Office – You can connect face to face with other FOs for future partnership and deal collaboration, GPs for fund and co-investments, and Independent Sponsors to get involved on the direct side of a transaction.

If you’re an LP – ExecConnect gives you the opportunity to meet and screen new GPs and ISs in a time-efficient, personalized manner. You can also meet with other LP’s and FOs to discuss best practice or work together on deals.

If you’re a GP or Independent Sponsor – As a participant in our ExecConnect program, simply show up on-site, and you’ll have a roster of 1:1 Family Office and LP meetings arranged through our proprietary match-making system. Each meeting is set-up based on the FO and LP interest in your firm and/or your firm’s strategy, ensuring that each meeting is productive.

Limited Partners attend our events complimentary, through taking a handful of meetings in the program.
For more information on attending as a qualified investor, please contact:
Grant Catton
646-321-4864
gcatton@buyoutsinsider.com

 

General Partners raising capital have a variety of options to enter the meetings program.
For more information on ExecConnect packages and maximizing your participation, please contact:

Kevin McCaffrey
At 646-345-4503 or kmccaffrey@buyoutsinsider.com

Andrew C. Yale
At 646-989-8025 or ayale@buyoutsinsider.com

 

General Partner Packages Includes:

  • Multiple passes
  • ExecConnect – Guaranteed LP meetings; ability to review and rank LP preferences
  • Branding
  • Speaking opportunities
  • VIP Dinner invitation
  • Other creative opportunities include: meeting space sponsorship

FUND MANAGERS

Count on PartnerConnect to Introduce You to Your Next Investor

If you’re interested in raising funds then you don’t want to miss the opportunity to meet with our LPs privately at one of our PartnerConnect events through our ExecConnect private meeting program. With ExecConnect, you can maximize your time by letting us handle the introductions.

Here’s How it Works:

  • Contact Kevin McCaffrey at kmccaffrey@buyoutsinsider.com, who can get you set up with an ExecConnect profile and explain next steps on LP meetings.
  • Institutional Investors review profiles of all GPs and prioritize those whom they are interested in meeting.
  • We arrange private one-on-one meetings at our PartnerConnect events with LPs who have indicated an interest in your firm.

More than 11,000 meetings have been arranged between PE/VC Fund Managers & Institutional Investors since the start of ExecConnect 9 years ago, with $1B plus in confirmed commitments from LPs who first met GPs at our events.

Avoid the inconvenience of putting time, energy, and significant money into searching for prospective investors. Enrollment in ExecConnect guarantees to place you in front of pension plans, foundations, endowments, and fund of funds, all of whom are looking to place capital specifically into private equity funds.

 

INSTITUTIONAL INVESTORS

There’s not a more efficient way to make in-person connections with fund managers than at PartnerConnect

What is the PartnerConnect Institutional Investor Pass?

PartnerConnect offers qualified investors the opportunity to attend our events free of charge, with a complimentary Institutional Investor Pass. To be considered, you must be a qualified investor or advisor who allocates capital to alternative asset managers or advises institutional investors to make such commitments.

Here’s What You Can Do with the Institutional Investor Pass:

  • Attend our events free of charge, taking advantage of all conference sessions
  • Sift through scores of GPs in the PE, venture, real estate, and growth equity spaces, and pick the meetings that you want, which we schedule for you.
  • Attend any post event workshops
  • Bring a colleague for free
  • Network with other institutional investors during a private dinner, usually at a 5-star restaurant or special venue

Avoid the inconvenience of putting time, energy, and significant money into searching for prospective fund managers. Enrollment in ExecConnect guarantees to place you in front of the managers you want in a quick and efficient manner. For more information, please contact our LP relationship manager, Grant Catton, at gcatton@buyoutsinsider.com

Requirements of an Institutional Investor Pass:

In exchange for all the benefits listed above, we ask that you participate in our ExecConnect private meeting program, which enables you to meet directly with fund managers whose investment goals match yours. These meetings are pre-arranged by conference organizers, and you get to choose the firms you meet with for focused, efficient networking. We ask that you take at least 3 meetings with managers.

DEALMAKERS & SERVICE PROVIDERS

Shake Hands With 150+ Financial Sponsors at Each of Our PartnerConnect Events

Our events are designed with bankers, lenders and service providers squarely in the middle of all of the action at our PartnerConnect events throughout the year. Unlike most competing events, our attendee rosters are typically 90% or more comprised of limited partners and fund managers, which means a strikingly low amount of service providers. Your ticket includes first-rate networking with senior decision makers at private market funds (PE, VC, Real Estate and more), as well as limited partners who back them. Group passes and discounts are available. Bankers and lenders also receive a complimentary pass to our well-known Deal Makers’ Dinner, alongside PE firms on the middle night of the conference. For service providers, a select few passes are available through dinner sponsorship.

To get still more out of the event with sponsorship opportunities, including attendee lists, branding, and speaking roles, please reach out to Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507

For further benefits of PartnerConnect events, the Banker/Lender package and our special group rates. Please reach out to Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507

Venue

Harvard Club of New York City

35 West 44th Street, New York, NY 10036
Phone: 212-840-6600

Hotel Recommendations

City Club Hotel
55 West 44th Street
New York City, NY 10036
Phone: 212-921-5500
Website

The Algonquin Hotel Times Square
59 West 44th Street
New York City, NY 10036
Phone: 212-840-6800
Website

Sofitel New York
45 West 44th Street
New York City, NY 10036
Phone: 212-354-8844
Website

The Iroquois New York
49 West 44th Street
New York City, NY 10036
Phone: 212-354-8844
Website

 

Harvard Club of New York City

Standard Rates
Fund Managers – $2,500
Independent Sponsors – $1,500
Service Providers – $3,300
LPs/Family Offices – Complimentary

The ExecConnect Deadline for this event is October 8, 2019.
After this date we cannot guarantee LP-GP one-on-one meetings.

GROUP PRICING FOR FUND MANAGERS:
Contact Kevin McCaffrey at 646-356-4503 or kmccaffrey@buyoutsinsider.com.
Partner
Packages Includes:

  • Multiple passes
  • ExecConnect – Guaranteed LP meetings; ability to review and rank LP preferences
  • Branding
  • Speaking opportunities
  • VIP Dinner invitation
  • Other creative opportunities include: meeting space sponsorship

GROUP PRICING FOR SERVICE PROVIDERS:
Contact Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507 for more information.

COMPLIMENTARY LIMITED PARTNERS / FAMILY OFFICES
Contact Grant Catton at 646-321-4864 or gcatton@buyoutsinsider.com for more information.

APPLY FOR AN INSTITUTIONAL INVESTOR PASS
As an accredited institutional investor you may qualify for a Complimentary Institutional Investor Pass. Recipients of this Investor Pass may attend the entire conference program and the general networking reception, if you agree to participate in our ExecConnect 1:1 meeting program for at least three 20-minute private meetings with fund managers of your choice at a time of your choice.

By applying for a complimentary pass below, you certify that your firm is a qualified institutional investor that commits capital to alternative asset managers, or that your firm advises institutional investors to make such commitments. You also certify that your firm is an accredited investor as defined by Rule 501 of Regulation D of the Securities Act of 1933. You agree to take at least 3 private meetings as part of the ExecConnect Meetings Program.

Please note: Fund of Funds who qualify for a complimentary pass are restricted to those who are responsible to approve, oversee or research primary commitments to fund managers. Professionals who work on secondaries, directs, fundraising, marketing, business development, or in an administrative capacity, would not qualify. We will be in touch once you have submitted your application. If you have any questions in the meantime, please contact gcatton@buyoutsinsider.com.

Partner with Family Office Connect Fall

Family Office Connect: LPs, GPs & Independent Sponsors offers a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity fundraisers, investors, and dealmakers. This full-day event will include interactive round tables, specialist panel discussions and plenty of networking opportunities.

For more information on our exclusive, customized sponsorship engagement campaigns, please reach out to Julius Picardi at Julius.p@peimedia.com or call +1 646-356-4507

Sponsors Include:

Gold

Media Partners

Sign Up for 1:1 private meetings with qualified investors through
Family Office Connect Fall ExecConnect program!

The ExecConnect Private Meeting Program provides an opportunity to cut through the clutter and engage in one-on-one meetings between LPs looking to commit capital and GPs looking to raise it. These 20-minute meetings are pre-scheduled to ensure you meet with executives who best match your fundraising and investment goals.

For more information on how GP’s can participate in ExecConnect and get one-on-one meetings with LP’s, please contact Kevin McCaffrey at kmccaffrey@buyoutsinsider.com or 646-345-4503.

Current & Past Sponsors Include:

SPONSOR BENEFITS: Brand Exposure. Thought Leadership. Networking. Lead Generation.
Alpha Life Sciences
AltaReturn
Altvia
Backstop Solutions
Bass Berry & Sims
Cantor Fitzgerald
Cohn Reznick
Denning & Company
Evestments
Fortuitous Partners
Gen II Fund Services
Greenberg Traurig
Guggenheim
InterPrivate
KPMG
Kirkland & Ellis
InvestReal
Maples Group
Murray Devine
NES Financial
Osler, Hoskin & Harcourt
TriNet
VSS
Withum
Valuation Research Corporation