The 7th annual Single Family Office Summit featured more single family offices on stage and in attendance than any other conference held anywhere in 2019

The annual Single Family Office Summit featured 30+ family office speakers sharing insights, best practices, investment models, direct investment strategies, and allocation trends among other critical issues facing single family office executives today. This is your annual chance to meet with the top single-family offices, leading institutional investment firms and 250+ attendees including institutional investors, family office executives, private equity deal-makers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants.

Benefits of Attending

  1. Build Your Single Family Office Relationship Network: Quickly add another dozen single family offices to your relationship network, learn how they like to partner with other wealthy families and investment managers, and become more effective in quickly navigating the single family office industry.
  2. Hear from Single Family Offices on Co-Investing, Risk Management, and Portfolio Management:  Gain insights from multiple $1B+ family offices and several single family offices on risk management, portfolio management; and how they buy operating businesses and source deals for co-investments.
  3. Single Family Office Best Practices:  Learn directly from single family offices instead of lawyers, fund managers, and consultants, our speaking faculty is made up of 90%+ family offices, that is what makes our events unique and valuable.

Venue

The Westin New York at Times Square |  270 W 43rd St, New York, NY 10036

Attendees
Attendees included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

Alternative Investment Resource

Established in 2004, Alternative Investment Resource (AIR) is an independent boutique financial services firm focused exclusively on alternative investments. AIR provides investment banking services to the middle market and specializes in capital raise, mergers & acquisition, and structured finance. With a broad experience base across sectors, the firm has particular depth in real estate, healthcare, and niche emerging hedge funds. AIR is headquartered in Chicago, with operations in New York and Dallas.

EzeCastle

For more than two decades, EzeCastle Integration has been the premier provider of managed services and technology solutions to the investment management industry, servicing hedge funds, private equity firms and other financial services organizations. We support more than 650 clients around the world –a true testament to the global network of clients and partners we have connected with. Our IT and cloud services are industry-leading (just look at our awards shelf!), and we pride ourselves on providing the highest quality levels of service and support to our clients each and every day, 24x7x365.

But we consider ourselves more than just a technology or cloud service provider. Technology is not just what we do –it’s who we are.

We take innovation seriously and were the driving force behind the adoption of cloud services in the investment industry. What started as an alternative infrastructure for one client in 2005 has evolved into a global platform supporting more than 400 firms and continuing to grow every day. Read below for more background on the birth of the first alternative investment management cloud.

Group RMC Corporation

Group RMC Corporation (RMC) is a Delaware U.S. registered real estate Co-Investment and management company based in New York City. RMC investsin, sponsors and is the General Partner in undervalued income producing Office properties in secondary and tertiary U.S. markets. RMC currently oversees in the U.S., principally in the Midwest, over 5,700,000 SF representing over USD 1.5 Billion in asset value.

RMC’s principals typically participate with 5% to 25% in each partnership and offer partners the opportunity to co-invest as RMC is seeking like-minded partners not simply ‘clients’. As a consequence, RMC only levies its charges up-front and only in the form of shares in the partnership. RMC does NOT charge ‘back end’, ‘carry’ or even management fees to the partnership as these all serve only to hemorrhage the returns on the partners’ capital.

This structure is unique in both its low pricing and risk sharing. A further and differentiating factor is that RMC and its partners are permanent and patient investors–in other words, real investors as it should be for a long-term asset class like real estate. Exit usually comes in the form of refinancing and/or increasing distributions. Occasionally irresistible offers do occur and RMC will sell, but RMC will never be a forced seller.

Netrex Capital Markets, LLC

Netrex Capital Markets, LLC is an independent investment banking firm offering debt advisory and capital arranging services to middle market companies and private equity firms.

Transparent Business

Designated by Citigroup as the Top People Management Solution, TransparentBusiness is best-positioned to achieve dominance in that category. We boost the efficiency of computer-based work by making it transparent to managers and clients while enhancing the privacy of the workers. We have partnerships with Google, Microsoft, SAP, Cisco, ADP, Facebook, and EY. Legislators in twelve states have introduced our bill designed to make transparent verification of billable hours mandatory, positioning TransparentBusiness for explosive growth. We just announced a $10M raise and, as discussed atwww.TransparentBusiness.com/invest, the return for investors may exceed 90,000%

Broker

Hughes & Company

Hughes & Company is an independent, Fort Lauderdale based introducing broker that specializes in exceptional client and relationship management. Dedicated to institutional futures and options brokerage, we work with commodity trading advisors, family offices, and professional traders. We assist with setting up accounts that are customized to each specific situation. Every relationship is optimized based on trading, advisor, platform, commission, custodian, and overall goals in mind. Additionally, we assist with master account setups, portfolio margining, risk management, give in/out trading, advisor selection, and serve as a one stop solution for the futures markets.

E-Commerce

Tamgy

Nikolay Volper, Founder & CEO of Tamgy, has unique experience in E-commerce for over 11 years.Selling a wide range of products ranging from 2-4M in sales annually per year.TamgyInc. started in 2016 with a vision to help companies strategically evolve their business online on our E-commerce platform. Our latest project is about the mobile app. whichprovidesa platform for customers to be aware of what’s going on in the vicinity.They will be able to locate local businesses as well as purchase products with the touch of a button. They will have the ability to receive notification’s on new products and services, as well astake partof any events they are willing to attend. Users will benefit by being informed on what is going on based on their purchase pattern, browsing history, interests, as well as location.

Global Investments

Everflow Inc.

EVERFLOW INC IS A ‘ONE STOP SHOP’ FOR GLOBAL INVESTMENTS USING DIGITAL ASSET-BACKED-SECURITIES ON BLOCKCHAIN. SERVICES INCLUDE MARKETING, DIGITAL ISSUANCE, ASSET MANAGEMENT, AND LIQUIDITY, WITH COMPLIANCE AND SECURITY.

Everflowowners combines track record in capital market and tech: over 15 years’ experience of raising capital, securitizing and listing illiquid global asset-backed-securities on traditional stock exchange amounted US$2B, with blockchain pioneering including digital assets issuance and trading platform management in dozens of sites and project worldwide for the last 5 years.

Multi-Family Investments

Sovereign Properties

Sovereign Properties offers fully-integrated investment opportunities in the multi-family development arena. Since 2004, Principal Russ Krivor has been engaged in the concept, development, and project management of roughly 5,000apartments across the United States. Sovereign specializes in ground-up development across high-growth markets across the Sunbelt region where population growth and job gains continue to significantly outpace the broader United States. Our Class A rental communities are situated in niche suburbs with top-rated school districts, high median incomes, and difficult zoning.

Family Office Accounting

Asset Vantage

Asset Vantage was developed in 2011 by family offices to address the unique accounting, performance reporting and data aggregation needs of family offices and their accounting and financial advisors.

Asset Vantage provides comprehensive portfolio reporting, partnership accounting and full Portfolio Accounting including tracking and reporting on Capital Calls, Commitments, Subscriptions, Redemptions, Marketable Securities, Cash Management and all distributions.

Asset Vantage is currently used by nearly 150 different single and multi-family offices and accounting and financial advisory firms across North America, the Middle East, and India.

Real Estate Investment Firm

APEX Capital Group

APEX Capital Group is New Jersey’s premier real estate investment firm specializing in the acquisition, rehabilitation, and disposition of distressed residential properties in emerging and affluent residential markets.

APEX’s competitive advantage lies in its formulaic approach, speed and ability to source deeply discounted off-market deals and then efficiently bring it to market and realize significant profits and ROI for their investors.

APEX founders Shomail and Farhan Malik brings 26 years of combined real estate experience having raised and managed over $50M of private capital and completed over 600 real estate transactions. Both founders completed their undergraduate studies at Rutgers University and their MBA from Rutgers Business School.

Investment Management Firm

Kazmarck Capital

Kazmarck Capital is a boutique, alternative investment management firm that offers a flagship investment program in futures and options on futures as an NFA registered Commodity Trading Advisor. Founded and managed by Alex Kazmarck, the Opportunities Program is an actively managed, discretionary, global macro absolute return strategy that utilizes fundamental, technical, and sentiment analysis to find opportunistic investment opportunities to target above-average returns in any type of market, whether rising, falling, or stagnant

Bullet Point.Network

Bullet Point.Network was born out of the family office of Mike Ryan, who was a partner at Goldman Sachs at the time of their IPO and for 8 years afterward, managed $18 billion for Harvard University, and now has a dedicated team of analysts based in NYC and Silicon Valley, leveraging BPN’s patented technology for fundamental investment decision making.

If you make direct investments, you want BPN’s team of fundamental analysts and proprietary software tools working for you. With BPN’s team and technology providing world-class research & analysis, your investment process and portfolio company engagement can be as strong as any professional venture capital or private equity fund. In fact, professional investors work with BPN too, but our roots and our passion is family office investing, and we are fully aligned with your success in each deal. 

Regal Healthcare Capital Partners

Regal Healthcare Capital Partners (Regalhcp.com) seeks to partner with leading-edge healthcare entrepreneurs who are in need of financial investment and strategic, operational and managerial expertise.   Our Co-Founders, Dr. David Kim, and Jon Santemma, bring a unique combination of operational and transactional experience to healthcare services companies seeking to realize their growth potential.  Regal’s LP investors include some of the world’s most successful healthcare executives and entrepreneurs. Our current portfolio is comprised of companies in the dental, autism, fertility, dermatology, ER management, and revenue cycle sectors. 

Dr. Kim, a serial healthcare services entrepreneur,  co-founded Premier Care Urgent Care, which he merged with CityMd and helped grow into the leading urgent care company in the Northeast.  He also co-founded Dental365, the leading branded retail dental chain in the tri-state market, as well as Progressive Emergency Physicians, the largest independent emergency room management company in the Northeast.  Jon Santemma was Global Head of Healthcare Investment Banking at Jefferies, the largest healthcare team in the world, and brings a wealth of transaction experience and industry insights to Regal. 

Regal seeks to invest in healthcare services businesses with at least $15 million of revenue that we can help grow significantly and become leaders in their sector. 

True North Resources

True North Resources is a dynamic real estate company that encompasses mineral, land, and historic building ventures to optimize developmental strategies based on the highest and best use.   

True North works to promote economic growth, environmental sustainability, and social responsibility.  The company is passionate about conservation of natural resources and aligns its developmental strategies with environmental impact studies.   

One such strategy includes investment in undeveloped land with the possibility of conservation easement, a socially responsible investment that helps to conserve natural resources for future generations while also providing tax savings to investors.   

Over the past 5 years, True North Resources has saved mineral and undeveloped land investors over $500 million dollars in tax deductions while saving valuable natural resources of the United States.  

The leadership of True North encompasses extensive experience in the legal, tax consulting, development, and security industries and are available to address inquiries regarding mineral, land, and historic building ventures.   

 

 

Hay Mineral Resources

Drill Baby Drill, LLC

Drill Baby Drill, LLC raises capital exclusively with their strategic partner Hay Mineral Resources. Since 2015 the team combined has completed several capital raises from $1MM -$30MM with three successful exits resulting in 2X-4X return to investors.The Founder and President of Drill Baby Drill, LLC, Mark Nazarini, is a continual entrepreneur who has had several successful business ventures across a broad spectrum of industries including Commercial Real Estate, Oil and Gas, Self Storage, and Commercial Construction. Hay Mineral Resources is led by Monte Lynn Hay, P.G, a Registered Geologist, who is 4thGeneration Oil and Gas, the Largest Owner of Mineral Rights in his region, the Operator of 300+ wells, and is credited with discovering The Homer Field.Together Drill Baby Drill and Hay Mineral Resources specialize in real estate projects in the oil and gas industry with a focus on capital preservation, legacy growth and income, and tax advantages such as 1031 exchanges from any real property to mineral rights ownership.

Syndication Attorneys PLLC

Syndication Attorneys PLLC helps entrepreneurs create successful investment companies by providing them with the legal tools they need to raise money from high net worth investors, family offices and private equity funds. Its founding attorney, Kim Lisa Taylor, has been the responsible attorney for over 300 securities offerings, including numerous joint ventures and crowdfunded offerings. The firm holds free monthly teleseminars (with live Q&A) on a variety of topics related to raising money from private investors and its website at www.SyndicationAttorneys.com hosts a library containing numerous articles, podcasts and recorded teleseminars.

Attendees: Past attendees of our events and workshops have included investment funds, real estate and private equity independent sponsors, private bankers and wealth managers, capital raising consultants and third-party marketers, investment industry service providers who want to position themselves and their firms, and investment bankers and M&A brokers looking to get more deals done every year. Wealthy families with multiple operating entities looking for a marketing and investor relations edge.

Risk-Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, The Family Office Club will give you 100% of your money back on admissions paid.  You will also be allowed to keep the copy of the family office book and handouts for your trouble.  At our last conference series in NYC with 350 participants, we had an exact refund rate of 0%. 

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Testimonials

You Will Benefit From This Event, Guaranteed. We only include practical proven marketing strategies and methods and we know you will get a ton of value out of attending this event.  If you attend and don’t get at least $1,000 worth of value for any reason at all, we will give you 100% of your money back within 1 business day.    
 
Here is what our clients are saying:
 
“It is a great knowledge adding event. Every high net-worth individual and Family Office must attend.” – HP Shah (Single Family Office)  
 
“Richard’s conference was a very well organized and well attended. The speakers/presenters were excellent and highly experience in the field. I picked up useful info on the macro view of family office issues and family office criteria for selecting individual managers.” – Dan Drennan, Hedge US  
 
 “The workshop was time well-invested. The presenters were very knowledgeable, and the information gained will be useful in our multi-family office practice.” – Joseph McNair, Warren Averet Asset Management  
 
 “The conference did an excellent job of consolidating thousands of hours of information into a single day. Worth 1000%+ my investment of time and money.” – David Weisburd   
 
 “As a small boutique firm in the family office space, the Family Office Group seminars have been a valuable resource for our firm giving us the opportunity to learn from industry insiders to help us grow our business.” – Karen M. Schmid, Moirai Capital Management, LLC 
 
“This conference and your conference I attended in Los Angeles last month is by far the best venue I have experienced.” – Michael Herr, BroadRiver Asset Management, L.P.   
 
“As always, Richard’s group has delivered again great information and speakers on Family Offices. If you can only join one occasion- this is the one.” – Don F. Wilkinson, Family Office Consulting, LLC  
 
“Richard’s Investment Marketing Seminar in NYC was educational, current, and inspiring. We all benefitted from Richard’s breadth of knowledge surrounding the hedge fund marketing arena as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation, serving as both motivational and informative tools.”   – Justin Browe, Founding Partner Sage Lane Capital
 
“It was a pleasure meeting you today at the NYC Investment marketing Seminar, hosted by you/your firm. I thoroughly enjoyed your presentation and your invest relations ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.” – Mike Krumenacker, Director of Business Development & Investor Relations at Taum Sauk Capital Management
 
“Richard Wilson’s expert knowledge and current insights about the hedge fund universe provided an invaluable checklist of the dos and don’ts in investment fund marketing.” – Johanna Thornblad, Meridian Fund Managers 
 
“A high class event with the “right” people in the room. People are open and informative but still maintain discrete and tasteful nature that is so vital in the Family Office space.” – Alexander Camargo, Celent
 
 “The family office training workshop provides an opportunity for all industry participants together in a selective group and share ideas, concerns, and network FO issues. For us in the advisory and consulting world, this is an excellent source of knowledge and contacts.” – Isabella Fonseca, Celent
 
“This was a fantastic, educational experience. Incredible content, great perspective and well-chosen speakers. Nice, diverse presentations.” – David Stevens, Southern Asset Management 
 
“Highly valuable education to Family Offices. Great environment to learn and meet. Networking is beneficial.” – Marquita Maria Topovski, The Marquita Group 
 
“A very good conference, worth the special trip from London. The workshop was delivered in a very professional atmosphere and was very good value for the money.” – John Braund, Amscorp Capital Ltd  
 
“Today I have had the opportunity to learn about Family Offices from the masters, which is so inspiring. Thank you Richard!” – Dr. Jerry Drobenko 
 
“I was very impressed with the quality of the presenters and the topics discussed. Looking forward to the next event!!!” – Frank Mariuaro, Moutrose Accounting
 
 “Great event and worth my trip from Beijing.” – Alex Gong 
 
 “Rich insight across a multitude of Family Office challenges and opportunities. Top notch presenters and high energy networking. Well done.” – Jake Rosser 
 
“This was my first family office event and it was great. I met a lot of interesting people and learned a lot. If you don’t know where to start, start here.” – Raymond Gustafson
 
 “Richard presents closed-door information from important contacts that provide powerful insights. Thank you.” – Tony Hartman, Mark Private Capital 

“The diversity of speakers covering different topics was extremely helpful.” – Joy Hou, Solution Financing  

“The presentation was excellent, very practical and worth of its own merit. I know more now than if I was to try and learn this material through other courses. Richard is down to earth in presenting and his advice is doable and real. ” -Dennis E. Carr, BancportCommercial Capital  
 
“The workshop was well worth my time to fly to New York. You gave me a lot of great ideas to raise more capital.” -JaceVernon, Why Lucid FX