Conference Cancelled

It is with deep regret that we announce the cancellation of this year’s Forum due to the impact of the novel Coronavirus (COVID-19) outbreak. This is not a decision we have taken lightly and the overriding concern that have caused us to make this decision at this time has always been the responsibility we feel towards our conference delegates, speakers, and partners.

We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option.

GOOD NEWS: We will be hosting Virtual ExecConnect: online 1-1 private meetings.

General Partners: Interested in our Virtual ExecConnect 1-1 private meetings program? Contact Andrew Yale at to discuss Virtual ExecConnect packages.

Limited Partners/Family Offices: Interested in our Virtual ExecConnect 1-1 private meetings program? Contact Grant Catton at  or at 646-321-4864 for complimentary meetings!

If you have any questions, please contact:

To view our terms and conditions, click here.

Delivering high-level insight for family office investing in the PE & VC space

Even with today’s economic tension, disruptive market and geopolitical friction, family offices have been one of the fastest growing segments of the wealth management industry, and this trend is expected to continue. Recent reports estimate family offices hold global assets in excess of $5 trillion, allowing them to become a disruptive force in the marketplace with the capabilities of transactions traditionally reserved for their institutional counterparts.

Join 250+ qualified Family Offices, GPs, LPs, and Venture Capitalists from all over the country to gain insight on the latest family office investment trends, opportunities and deal-flows.

The Family Office Connect conference series and ExecConnect meetings program has emerged as the official playground for single and multi-family office insight and networking in North America. It is produced by the award-winning minds of Private Equity International, PE HUB, Buyouts, and Venture Capital Journal.

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!

View our on-demand webinar

Investing in the time of COVID-19: Should Family Offices adjust their portfolios?

Notable 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 to Andrew C. Yale at

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 2020 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 Andrew C. Yale at

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.


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

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Day 1
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Day 1 - Wednesday 28th

Sessions Include
08:00 - 09:00

Networking Breakfast

09:00 - 09:10

Chairman's Opening Remarks

09:10 - 09:50

Managing the Market Drop: Should you Fear the Black Swan?

Establishing a plan for “The New Abnormal” has many investors eyeing the paths of an economic recovery. Industry experts will discuss the current economic and private equity investment environment for family offices; project the recovery period and trajectory; discuss creating a plan after a crisis; offer insight into when to act on investments, and more.

09:50 - 10:30

Rebalancing Your Portfolio: How Family Offices are Pivoting

With the end of the bull market upon us, many investors are looking to triage and strengthen their portfolios. This session will address how and when families should realign their portfolios, mistakes to avoid, finding durable asset classes, portfolio checks and balances; capitalizing on market opportunities, how to position for the future, and more.

10:30 - 10:55

Keynote Address

10:55 - 11:15

Networking Break

11:15 - 11:55

Impact Investing: Maintaining Wealth and Making a Difference

A growing number of family offices are entering the impact investment space and private equity has become the most common route. This session will highlight how investors can implement ESG strategies that can not only create financial return, reflect the values of the family, and work toward the greater good.

11:55 - 12:35

The Shift to Direct Investing

Even amidst and unsteady market, family offices are continuing to bypass traditional investment pathways and look to direct investing. The challenge is finding the right fit in terms of investments and/or partners. This session will discuss the direct-investing environment including deal flow, risks vs. rewards, capital placement, effective strategies, tax benefits and understanding the importance of cultural compatibility.

12:35 - 13:35

Networking Luncheon

13:35 - 14:15

Invasion of the Next Gen: Tech-savvy, mobile and transparent

Family offices, like most organizations, are facing some interesting times. As the next generations— Generation X and Millennials—take control, evolving themes have begun to reshape the family office. This session will highlight Next Gen trends that are expected to have significant impacts including globalization; powerful intelligence including AI and advanced automation; heightened impact investing, virtual family offices and more.

14:15 - 14:40

Portfolio Diversification with Venture Capital

Venture Capital can be a prudent investment for family offices and their patient capital can benefit both the investor and entrepreneur. This panel will highlight considerations to make when placing capital into early-stage ventures include sourcing strategies, insight into investment stages, mitigating risk, previous business knowledge for hands-on approaches, working with VC firms, and more.

14:40 - 15:00

Networking Break

15:00 - 15:45

Breakout Sessions: A. PE Trends & Drivers or B. Inside the Family Office

A. Private Equity Trends & Drivers
• Globalization
• Finding and utilizing opportunities in venture capital today
• Co-investing vs. direct investing
• Implementing ESG

B. Inside the Family Office
• Inhouse vs. outsourcing a CIO
• Governance and risk
• Partnering with other families
• Harnessing and utilizing technology

15:45 - 16:40

Breakout Sessions: C. Leveraging with Real Estate or D. Deal Flow Dynamics

C. Leveraging with Real Estate
• Direct investing strategies
• The benefits of niche investing
• Leveraging real estate alternatives
• Examining and evaluating real estate sectors

D. Deal Flow Dynamics
• Sourcing strategies
• Closing quality deals
• Due diligence best practices
• Approaches by asset class

16:40 - 17:10

Fireside Chat with Timothy O'Hara, President of the Family Office, Rockefeller Capital Management (MFO)

Timothy D. O'Hara
A speaker photo for Timothy D. O'Hara

Timothy D. O'Hara

President - Family Office, Rockefeller Capital Management (MFO)

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17:10 - 18:30

Networking Cocktail Reception

2020 Speakers:

Lauren Cochran

Managing Director, Blue Haven Initiative (SFO)

Lauren Cochran is Managing Director at Blue Haven Initiative, where she leads strategy and execution for the family office’s direct venture investment portfolio. Lauren’s team makes early stage equity investments with the expectation of both commerci… Read full bio

James A. Covell

Managing Director, RBC Wealth Management

As a financial advisor and a long-time member of RBC Wealth Management’s prestigious Chairman’s Council Jim holds the honorary title of managing director. He was recently named both a 2020 and 2019 Forbes/SHOOK Best-In-State Wealth Advisor as well wa… Read full bio

Gregory Garrett

Managing Director, Portfolio Advisors (FoF)

Gregory J. Garrett is a Managing Director of Portfolio Advisors and serves as a voting member of one or more of the firm’s Investment Committees. Greg joined Portfolio Advisors in 2010 and is the Head of the U.S. Primary Fund due diligence team. He i… 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

Steve Kim

Partner, Investment Strategy and Risk Management, Verdis Investment Management (SFO)

Steve Kim is a partner at Verdis Investment Management, directing investment strategy and risk management for the family office. He is an active member of the Investment Committee and has been with the firm since inception. With a focus on buyouts, m… Read full bio

Andrew McQuarrie

Vice President, The Hillman Company

Andy McQuarrie rejoined The Hillman Company in 2008 as Director, Business Processes. He was elected Vice President, Accounting and Information Services in 2013. Previously, Mr. McQuarrie spent 10 years as President and CFO of Wilmington Investments,… Read full bio

Justin Mitchell

Reporter, Family Offices, Buyouts Insider

Justin Mitchell is a reporter covering the limited partner community. He previously worked for Reuters, WTOP News, and Chicago Public Media. Justin has a bachelor’s degree from the University of Northern Colorado and a master’s in journalism from the… Read full bio

Timothy D. O'Hara

President - Family Office, Rockefeller Capital Management (MFO)

Timothy D. O’Hara is President of The Family Office of Rockefeller Capital Management. He is a member of the firm’s Executive Committee. Tim is responsible for leading a team of talented senior client advisors and multi-generational wealth planning e… Read full bio

Ira J. Perlmuter

Founder & Managing Director, JSPI Capital Partners (SFO)

Ira currently serves as the Founder and Managing Director of JSPI Capital Partners, a lower middle market buyout firm with The Jay Schottenstein Family of Companies. He was previously Head of Private Equity and Venture Capital for the Triple Five Gro… Read full bio

Valerie Rockefeller

Chair of the Rockefeller Brothers Fund

Valerie Rockefeller chairs the board of the Rockefeller Brothers Fund, a private foundation advancing social change that contributes to a more just, sustainable, and peaceful world. Her professional background is as a middle school special education… Read full bio

Eric J. Rosen

Managing Partner, Hudson Hill Capital

Prior to founding Hudson Hill Capital, Eric Rosen built and led the team responsible for MSD Capital LP’s private equity investment activities. MSD Capital LP is the private investment firm established to exclusively manage the capital of Michael S.… Read full bio
Mark Sotir

Mark Sotir

President, Equity Group Investments (SFO)

As President, Mark oversees all aspects of EGI. He focuses on maximizing and sustaining the value of the firm's investment portfolio, and on optimizing Sam's network. With nearly 20 years of board and CEO experience, Mark employs his leadership insid… Read full bio

Drew Tarlow

Managing Director, Wildcat Capital Management (SFO)

DJ Van Keuren

President - Real Estate Division, Monfort Family Office (SFO)

Named as one of Family Capitals Top 10 Family Office Real Estate Professionals and as one of Trusted Insight’s Top 30 Family Office Real Estate Investor, DJ Van Keuren is currently working as a Vice President with the Monfort Companies (Family Office… Read full bio

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), please contact Andrew Yale via email at 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 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

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


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 Andrew Yale via email at, 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.



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

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.


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.


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

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

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

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


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 Jimmy Kurtovic at or call +1 646-795-3273.

Supporting Organizations

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Co-host publications

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Current & Past Sponsors Include:

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