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:

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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 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.


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 - Wednesday 13th

Featured Content
08:00 - 08:50

Networking Breakfast

08:50 - 09:00


09:00 - 09:10

Chairman's Opening Remarks

Morning Sessions
09:10 - 09:50

A Macro View of the Family Office Investment Climate

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.

09:50 - 10:30

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.

10:30 - 10:55

Keynote Address: Mitzi Perdue

10:55 - 11:15

Networking Break and Book Signing

11:15 - 11:55

Impact Investing: Managing 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 create both financial return and positive social and/or environmental impacts to achieve comparable or even better results than conventional investing.

11:55 - 12:35

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.

12:35 - 13:35

Networking Luncheon

Afternoon Sessions
13:35 - 14:15

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.

14:15 - 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.

14:40 - 15:00

Networking Break

Breakout Sessions
15:00 - 15:45

A. Private Equity Trends & Drivers

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

  • Solutions to improve the GP/LP flow of information
  • Tracking, utilizing and analyzing data
  • Improving operations and compliance
  • Examining and evaluating investment activity
15:45 - 16:30

D. Deal Flow Dynamics

  • Sourcing strategies
  • Closing quality deals
  • Due diligence best practices
Featured Content
16:40 - 17:10

Closing Keynote

17:10 - 18:30

Networking Cocktail Reception

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


First confirmed speakers:

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

Eric Moon

Investment Manager, Zunis Investments (SFO)

Mr. Moon has over 15 years of experience sourcing, performing diligence, and allocating capital to private equity and alternative investment managers. He is currently an investment manager with the single family office Zunis Investments. He previousl… 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

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)

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
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If you are interested in a speaking role at Family Office Connect Spring, please reach out to the 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

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

ExecConnect Sponsors

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Supporting Associations

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