Partners to Date Include:

Gold

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 PEHUB, 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.

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Featured Speakers

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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

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

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

A quote icon for decorating the content 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

A quote icon for decorating the content 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

A quote icon for decorating the content 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
Day 1
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Agenda

Day 1 - Wednesday 30th

Sessions Include
08:40 - 08:45

Welcoming Remarks

Vik Magdani
A speaker photo for Vik Magdani

Vik Magdani

Director, Buyouts Insider

Read bio
08:45 - 09:30

Opening Keynote Panel:

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

09:30 - 10:00

Family Offices as Fund Investing LPs

Ahmed Fattouh

Moderator: Ahmed Fattouh, Founder & CEO, InterPrivate LLC

A speaker photo for Ahmed Fattouh

Ahmed Fattouh

Founder & CEO, InterPrivate LLC

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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

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A speaker photo for Lilies Lanway

Lilies Lanway

Senior Vice President, Accord Financial

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10:30 - 11:00

How to set up a co-investment program that is sure to succeed

11:00 - 11:30

Morning Networking Break

11:30 - 12:30

Morning Roundtables

  • Negotiating Sponsor Friendly Fees
  • The lure of an Eclectic Sector
  • How to remain successful as an independent sponsor
  • Putting dry powder to work in a high valuation environment
12:30 - 13:30

Networking Lunch

01:30 - 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
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David Acharya

Partner, AGI Partners

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A speaker photo for Brian Kerr

Brian Kerr

Managing Director, ORIX Mezzanine & Private Equity

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A speaker photo for Noah J. Kroloff

Noah J. Kroloff

Managing Director, Black Granite Capital

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14:00 - 14:30

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

14:30 - 15:00

Independent Sponsors Economics: How to maintain control

15:00 - 15:30

Afternoon Networking Break

15:30 - 16:00

Maximizing Quality Deals in your Pipeline – Protecting your investment whilst making an impact

16:00 - 16:45

Afternoon Roundtables

SC Moatti
  • Multi-Cycle Debt Investing
  • Early Stage Investing for HNW Individuals and Family offices – SC Moatti, Founder & Managing Partner, Mighty Capital
  • Real Asset Investing  
  • New Ideas in Deal Financing
A speaker photo for SC  Moatti

SC Moatti

Founder & Managing Partner, Mighty Capital

Read bio
16:45 - 17:15

Closing Keynote:

Family Office Education 2.0 – Transferring Know How to the Next generation

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

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
New

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

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

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
New

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

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
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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 please contact Vikash Magdani at vmagdani@buyoutsinsider.com or call (646) 921-2551.

Contact Bob Raidt at rraidt@buyoutsinsider.com or call (646) 356-4502 for further benefits of PartnerConnect events, the Banker/Lender package and our special group rates.

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

Advanced Rates (Expires 8/30/19)
Fund Managers – $2,000
Independent Sponsors – $1,000
Service Providers – $2,520
LPs/Family Offices – Complimentary

Early-Bird Rates (Expires 9/27/19)
Fund Managers – $2,250
Independent Sponsors – $1,350
Service Providers – $2,800
LPs/Family Offices – Complimentary

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 Lawrence Dvorchik at 908-601-3166 or Lawrence.D@peimedia.com 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.

Pre-Event Resources