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 10/6/2020 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!

Last year's 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 2019:

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.

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

Be sure to check back in as we are rapidly preparing the 2020 agenda!

If you are interested in a speaking role, please contact the conference producer, Melissa Baer, at melissa.b@peimedia.com

 

Be sure to check back in as we are rapidly preparing the 2020 agenda!

If you are interested in a speaking role, please contact the conference producer, Melissa Baer, at melissa.b@peimedia.com

2019 Speakers:

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 (SFO)

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

Program Director, 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
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WHAT IS EXECCONNECT
ExecConnect is a proprietary private meeting program consisting of meticulously pre-scheduled 20-minute meetings between mutually interested GPs and LPs. Each One-to-One Meeting is carefully vetted by ExecConnect Directors to ensure that LPs looking to commit capital and GPs looking to raise capital meet in a relaxed, efficient and effective manner. View the list of attendees in advance, pre-select those you would most like to meet and let us do the rest! You’ll arrive at Emerging Manager Connect with a full schedule of meetings organized by our VIP team.

ExecConnect removes the countless hours of research and travel needed for investors and managers whose goals are in symmetry, to meet in person. The time and hassle you avoid is incalculable.

If you are a General Partner (GP), whose firm begins with A/C/E/G/I/K/M/O/Q/S/U/W/Y, please contact Kevin McCaffrey via email at kmccaffrey@buyoutsinsider.com or via telephone on +1 (646) 345-4503.

If you are a General Partner (GP), whose firm begins with B/D/F/H/J/L/N/P/R/T/V/X/Z, please contact Andrew Yale via email at AYale@buyoutsinsider.com or via telephone on +1 (646) 989-8025.

If you are a Limited Partner (LP) looking for investment opportunities or to meet and screen new GP’s in a time-efficient, personalized manner, please contact Grant Catton via email at gcatton@buyoutsinsider.com or via telephone on +1 (646) 321-4864.  Limited Partners who accept three or more meetings will receive complimentary admission to the entire event.

Complimentary passes are only valid to qualified Institutional Investors/Limited Partners

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.

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

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

For more information on our exclusive, customized sponsorship engagement campaigns, please contact Julius Picardi at Julius.p@peimedia.com.

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