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.

New keynote speaker announced:

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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

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 roundtable discussions put in place to intimately discuss today’s and pain points among your peers. Roundtables 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.


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…

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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…

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Day 1
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Day 1 - Monday 13th

Featured Content
08:00 - 08:50

Networking Breakfast

08:50 - 09:00


09:00 - 09:15

Chairman's Opening Remarks

09:15 - 09:40

Keynote Address

Morning Sessions
09:40 - 10:15

A Macro View of the Family Office Investment Climate

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 in the near future.

A speaker photo for Tom  Wyler

Tom Wyler

Senior Vice President for Global Strategy and Business Development, PSP Partners

Read bio
10:15 - 10:50

Recession Resistant Portfolio Construction: PE Investing in a Volatile Market

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.

10:50 - 11:15

Networking Break

11:15 - 11:55

Session 1 Roundtables: Private Equity Trends and Drivers

A. Putting capital to work: private debt and direct lending
B. Co-investing vs. direct investing
C. Finding and utilizing opportunities in venture capital today
D. Impact investing that generate returns

11:55 - 12:40

Session 2 Roundtables: Inside the Family Office

A. Succession planning & the next generation
B. Governance and risk
C. Inhouse vs. outsourcing a CIO
D. Partnering with other families

12:40 - 13:40

Networking Luncheon

Afternoon Sessions
13:40 - 14:15

The Shift to Direct Investing

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.

14:15 - 14:50

Leveraging the Real Estate Asset Class

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.

14:50 - 15:25

The Evolution of the Independent Sponsor and Family Office

In the chase for alpha, the independent sponsor model is becoming more and more attractive to family offices. Industry experts will explain the advantages of working with independent sponsors along with facilitating a deep dive into critical nuances including current opportunities, targeted industries, vetting recommendations, deal structures, fees and costs, regulatory hurdles and more.

15:25 - 15:50

Networking Break

15:50 - 16:30

Session 3 Roundtables: Asset Class Focus

A. Private equity vehicles
B. Real estate as an investment strategy
C. Navigating the impact investment space
D. Deal activity in venture capital

16:30 - 17:10

Session 4 Roundtables: Deal Flow Dynamics

A. Sourcing Strategies
B. Closing quality deals
C. Independent sponsors
D. Due diligence best practices

Featured Content
17:10 - 17:35

Closing Keynote

17:35 - 19:00

Networking Cocktail Reception

For more information please reach out to conference producer Melissa Baer, at or +1 212 796 8326



The 2020 speakers are in the process of  being recruited. For more information please reach out to conference producer Melissa Baer, at or +1 212 796 8326

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), whose firm begins with A/C/E/G/I/K/M/O/Q/S/U/W/Y, please contact Kevin McCaffrey via email at 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 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


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


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