Conference Rescheduling Notice:

PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (COVID-19) outbreak. As part of this review, we have made the very difficult decision to reschedule the Family Office Connect Spring 2020 until 2021. The new 2021 dates to be announced soon.                

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. 

Family Office Connect will be hosting its Fall series on October 28th, 2020 at the Harvard Club in NYC. Click here

If you have any questions, please contact regny@peimedia.com

To view our terms and conditions, click here.

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

Over the past ten years, 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 300+ qualified Family Offices, Independent Sponsors, LP’s, and GP’s from all over the country to gain insight on the latest family office investment trends and independent sponsor deal-flows.

Now in it’s 3rd year, the Family Office Connect series has emerged as the official playground for single and multi-family office networking in North America. It is produced by the award-winning minds of Private Equity International, PE HUB, Buyouts, and Venture Capital Journal. 


ExecConnect Meetings Program

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.

Featured speakers:

View all speakers
View all speakers

Download the Conference Brochure to see:

  • Keynote Speakers

  • Agenda Highlights

  • ExecConnect Features

  • Accommodations

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

A selection of past Family Offices and LP attendees

Abbot Downing
Aberdeen Standard Investments
Bessemer Trust
Clarim Family Office (1800 Flowers)
GenSpring Family Offices
Gresham Partners
ICONIQ Capital
Manna Tree Partners
New York State Common Retirement Fund
Pritzker Group
Saudi Aramco
Soros Fund Management
Silvercrest Asset Management
Teacher Retirement System of Texas
The Sorenson Impact Fund
Willett Advisors
and many more!

Editorially backed by the intelligent minds of Private Equity International, PE Hub, Buyouts and Venture Capital Journal, this year’s Forum channels every aspect of trends in the family office investing pool.

Four new interactive breakout sessions put in place to intimately discuss today’s and pain points among your peers. Sessions include: Private Equity Trends, Inside the Family Office, Asset Class Focus and Deal Flow Dynamics.

Not new, but improved! Our ExecConnect 1-1 Meetings Program provides the ability to connect Family Offices, LPs, GPs, and Independent Sponsors for 20 minute private meetings. In 2019, we hosted 590 private meetings at the Family Office Connect series.

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



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Day 1
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Agenda

Day 1 - Wednesday 13th

Featured Content
08:00 - 08:50

Networking Breakfast

08:50 - 09:00

Welcome

09:00 - 09:10

Chairman's Opening Remarks

Daniel G. Van Der Vliet

Daniel Van Der Vliet, Director of Smith Family Business Initiative, Cornell University

A speaker photo for Daniel G. Van Der Vliet

Daniel G. Van Der Vliet

Executive Director, Smith Family Business Initiative

Read bio
Morning Sessions
09:10 - 09:50

A Macro View of the Family Office Investment Climate

Justin Mitchell, Howard Gurvitch, Mark Sotir, Tom Wyler

The path of the current economy is somewhat of a mystery with predictions ranging from a mid-cycle slowdown to an outright recession. Industry experts will discuss the current economic and private equity investment environment for family offices; address influential factors including tech disruption and changing demographics; identify trends and critical issues that can affect a family office today, and more.

Moderator
Justin Mitchell
, Editor – Family Office, Buyouts Insider

Panelists
Howard Gurvitch, Founder, Gurvitch Family Office (SFO)
Mark Sotir, President, Equity Group Investments (SFO)
Tom Wyler, SVP of Global Strategy, PSP Capital (SFO)

A speaker photo for Justin  Mitchell

Justin Mitchell

Reporter, Family Offices, Buyouts Insider

Read bio
A speaker photo for Howard Gurvitch

Howard Gurvitch

Chief Investment Officer, Gurvitch Family Office (SFO)

Read bio
A speaker photo for Mark  Sotir

Mark Sotir

President, Equity Group Investments

Read bio
A speaker photo for Tom  Wyler

Tom Wyler

Senior Vice President for Global Strategy, PSP Partners (SFO)

Read bio
09:50 - 10:30

Recession Resistant Portfolio Construction: PE Investing in a Volatile Market

Eric J. Rosen, Clark Cheng, Gregory Garrett, Steve Kim

With an economic downturn on the near horizon, family offices are investing—or plan to invest—in alternative assets, opting for private equity. This session will address how families can construct a more recession-resistant, stronger portfolio through various approaches including realigning investment strategies, managing risk, finding durable asset classes, and heeding market warning signs.

Moderator
Eric Rosen, Managing Partner, Hudson Hill Capital

Panelists
Clark Cheng, CEO & CIO, Merrimac Corporation (SFO)
Gregory Garrett, Managing Director, Portfolio Advisors (FoF)
Steve Kim, Partner, Verdis Investment Management (SFO)

A speaker photo for Eric J. Rosen

Eric J. Rosen

Managing Partner, Hudson Hill Capital

Read bio
A speaker photo for Clark Cheng

Clark Cheng

Chief Executive Officer and Chief Investment Officer, Merrimac Corporation (SFO)

Read bio
A speaker photo for Gregory Garrett

Gregory Garrett

Managing Director, Portfolio Advisors (FoF)

Read bio
A speaker photo for Steve Kim

Steve Kim

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

Read bio
10:30 - 10:55

Keynote Address: Mitzi Perdue

Mitzi Perdue

Keynote
Mitzi Perdue, Author, Speaker, Businesswoman, Past President of American Agri-Women, Founder of CERES Farms

A speaker photo for Mitzi Perdue

Mitzi Perdue

Author, Speaker, Businesswoman, Past President of American Agri-Women, Founder of CERES Farms

Read bio
10:55 - 11:15

Networking Break and Book Signing

11:15 - 11:55

Impact Investing: Managing Wealth and Making a Difference

Lauren Cochran, James A. Covell, Valerie Rockefeller

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, but also reflect the values of the family.

Panelists
Lauren Cochran
, Managing Director, Blue Haven Initiative (SFO)
James Covell, Managing Director, RBC Wealth Management
Vaughn Crowe, Managing Director, Wesray Capital (SFO)
Valerie Rockefeller, Trustee and Chair of Rockefeller Brothers Fund

A speaker photo for Lauren Cochran

Lauren Cochran

Managing Director, Blue Haven Initiative (SFO)

Read bio
A speaker photo for James A. Covell

James A. Covell

Managing Director, RBC Wealth Management

Read bio
A speaker photo for Valerie Rockefeller

Valerie Rockefeller

Chair of the Rockefeller Brothers Fund

Read bio
11:55 - 12:35

The Shift to Direct Investing

Paul Carbone, Ira Perlmuter, Drew Tarlow, Suzanne Yoon

As direct investment deals increase in popularity; family offices are bypassing traditional investment pathways. 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.

Panelists
Paul Carbone, President and Managing Partner,Pritzker Private Capital (SFO)
Ira Perlmuter
, Founder,T5 Capital Partners (SFO)
Drew Tarlow
, Managing Director, Wildcat Capital Management (SFO)
Suzanne Yoon, Founder, Kinzie Capital Partners

A speaker photo for Paul Carbone

Paul Carbone

President and Managing Partner, Pritzker Private Capital

Read bio
A speaker photo for Ira Perlmuter

Ira Perlmuter

Founder and Managing Director, T5 Equity Partners (SFO)

Read bio
A speaker photo for Drew Tarlow

Drew Tarlow

Managing Director, Wildcat Capital Management (SFO)

Read bio
A speaker photo for Suzanne Yoon

Suzanne Yoon

Founder and Managing Partner, Kinzie Capital Partners

Read bio
Lunch
12:35 - 13:35

Networking Luncheon

Afternoon Sessions
13:35 - 14:15

Leveraging the Real Estate Asset Class

DJ Van Keuren

Real estate has become one of the most prominent investment sectors in the family office portfolio with allocations rising year over year. This session will highlight the varied aspects of real estate opportunities across property assets, vehicles, types of funds, and investment strategies.

DJ Van Keuren, Vice President, Monfort Family Office (SFO)

A speaker photo for DJ Van Keuren

DJ Van Keuren

Vice President, Monfort Family Office (SFO)

Read bio
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, and more.

Michael Felman, President & CEO, MSF Capital Advisors (MFO)

14:40 - 15:00

Networking Break

Breakout Sessions
15:00 - 15:45

A. Private Equity Trends & Drivers

Marc der Kinderen
  • Putting capital to work: private debt and direct lending
  • Finding and utilizing opportunities in venture capital today
  • Co-investing vs. direct investing

Marc der Kinderen, Managing Partner, 747 Capital

A speaker photo for Marc der  Kinderen

Marc der Kinderen

Managing Partner, 747 Capital

Read bio
15:00 - 15:45

B. Inside the Family Office

  • Inhouse vs. outsourcing a CIO
  • Governance and risk
  • Partnering with other families
15:45 - 16:30

C. Utilizing Evolving Technology as a Strategic Advantage

Andrew McQuarrie
  • Solutions to improve the GP/LP flow of information
  • Tracking, utilizing and analyzing data
  • Improving operations and compliance
  • Examining and evaluating investment activity

Andrew McQuarrie, Vice President, The Hillman Company

A speaker photo for Andrew McQuarrie

Andrew McQuarrie

Vice President, The Hillman Company

Read bio
15:45 - 16:30

D. Deal Flow Dynamics

Walter Stackler
  • Sourcing strategies
  • Closing quality deals
  • Due diligence best practices

Walter Stackler, Managing Partner, Shelter Rock

A speaker photo for Walter Stackler

Walter Stackler

Managing Partner, Shelter Rock

Read bio
Featured Content
16:40 - 17:10

Fireside Chat with Timothy O’Hara, President - Family Office, Rockefeller Capital Management (MFO)

Timothy D. O'Hara

Timothy O’Hara, President of the Family Office, Rockefeller Capital Management (MFO)

 

A speaker photo for Timothy D. O'Hara

Timothy D. O'Hara

President - Family Office, Rockefeller Capital Management (MFO)

Read bio
Reception
17:10 - 18:30

Networking Cocktail Reception

For more information please reach out to the conference producer Melissa Baer, at Melissa.b@peimedia.com or +1 212 796 8326

 

Paul Carbone

President and Managing Partner, Pritzker Private Capital

Paul Carbone has been the Managing Partner of Pritzker Private Capital and its predecessor, Pritzker Group Private Capital, since 2012. Pritzker Private Capital acquires and operates entrepreneur‐ and family‐owned middle‐market companies with leading… Read full bio

Clark Cheng

Chief Executive Officer and Chief Investment Officer, Merrimac Corporation (SFO)

Clark Cheng, CFA, FRM, CAIA joined Merrimac in 2014 and is the Chief Executive Officer and Chief Investment Officer. Merrimac is a large single family office with investments in hedge funds, private equity, venture capital and real estate. Prior to M… Read full bio

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

Marc der Kinderen

Managing Partner, 747 Capital

Marc is co-founder and co-managing partner of 747 Capital LLC; a private equity multi-manager firm focused solely on the lower end of the middle market: small-cap growth and buyout funds. He oversees the investment professionals; is actively involved… 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

Mitzi Perdue

Author, Speaker, Businesswoman, Past President of American Agri-Women, Founder of CERES Farms

Author, speaker, and businesswoman Mitzi Perdue holds a BA with honors from Harvard University and an MPA from the George Washington University. She is a past president of the 35,000-member American Agri-Women, She’s also a former syndicated columnis… Read full bio

Ira Perlmuter

Founder and Managing Director, T5 Equity Partners (SFO)

Bio coming soon...

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

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

Walter Stackler

Managing Partner, Shelter Rock

Walter Stackler is the Managing Partner of Shelter Rock Capital Advisors which specializes in raising private capital for real estate funds, joint ventures, separately managed accounts and recapitalizations from investors around the globe. Walter has… Read full bio

Drew Tarlow

Managing Director, Wildcat Capital Management (SFO)

Daniel G. Van Der Vliet

Executive Director, Smith Family Business Initiative

Daniel G. Van Der Vliet has been the Executive Director of the Smith Family Business Initiative at Cornell since its inception in 2014. The Smith Family Business Initiative at Cornell is dedicated to supporting and strengthening the network of owners… Read full bio

DJ Van Keuren

Vice President, 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

Tom Wyler

Senior Vice President for Global Strategy, PSP Partners (SFO)

Tom Wyler is Senior Vice President for Global Strategy and Business Development at PSP Partners. In that role, he is responsible for identifying and developing investment opportunities, executing transactions, and working across PSP’s various deal te… Read full bio

Suzanne Yoon

Founder and Managing Partner, Kinzie Capital Partners

Suzanne Yoon is the Founder and Managing Partner of Kinzie Capital Partners, where she oversees the firm’s investments and operational activities. Suzanne’s philosophy of combining operational excellence with technological innovation separates Kinzie… Read full bio
View all speakers

 

If you are interested in a speaking role at Family Office Connect Spring, please reach out to the conference producer Melissa Baer, at Melissa.b@peimedia.com or +1 212 796 8326

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 PartnerConnect East 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 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.

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

Partner with Family Office Connect:

Family Office Connect 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 exclusive sponsorship packages for 2020, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.

ExecConnect Sponsors

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Supporting Associations

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