Dallas

January 17th, 2019

Chicago

January 24th, 2019

New York

January 28th, 2019

San Francisco

January 31st, 2019

Join us  for our intensive, fast-paced investor relations and Capital Raising Catalyst Workshop.  For anyone looking to raise capital from family offices and institutional investors, this is a must-attend workshop that will equip attendees with dozens of practical strategies for attracting more investors. Participate in small-group exercises, follow along with your guided workbook, and hear case studies that show how your peers are implementing these strategies.  You will leave this boot camp with a worksheet completed and knowledge on how to execute our 5 Step System to Raising Capital from Private Investors.

“If you are raising capital you will get more value per hour spent at this workshop than any other training you have completed.”

7 Reasons to attend the Capital Raising Catalyst Workshop

 
  1. Develop a System to Attract Investors Like Clockwork:  Let your competitors cold call 60 prospects a day while you set up systems to consistently attract targeted and pre-qualified investors to you every month. During this workshop, we will show you how to accomplish this at zero cost.

  2. Avoid The 7 Most Common $100,000 Mistakes:  Almost everyone who starts out raising capital for a fund or private company makes the same mistakes. What you should do is not always obvious, and worse than that, it is often counter-intuitive.  At this workshop, we will show you why you should reach out to fewer investors and figure out who those investors are. Typically, only one type of investor fits your sandbox, USP, investor funnel, and is making up your investor avatar.  This investor avatar concept alone will save you from hours of fruitless activity, ensuring results through the best possible use of your most valuable resource, time.
  3. Master Best Practices & Emulate Proven Strategies:  Throughout the day you will be completing a Capital Raising Catalyst workbook and by the end of the day you will have an actionable plan that integrates best practices and proven capital raising models for your organization.
  4. Gain a Capital Raising Edge:  When raising capital, second place in a competition can mean no capital allocated, and a consistent third or 10th place can mean you are out of business and have to close shop.  Getting your emails responded to, phone calls are taken, and meetings booked with potential investors is critical, every 1% improvement in doing so can mean more capital raised.
  5. Identify the Fundamental Marketing Materials and Strategic IP Assets you need to create, distribute, and leverage to be taken seriously. If you don’t have your basic marketing materials and tools in place to communicate with investors you will stand out as someone who doesn’t know what they are doing to investors.
  6. Leave with Your Developed Capital Raising Plan:  Regardless of whether you are a independent sponsor, private equity fund, deal broker, real estate professional or investment banker you need to stand out from the competition in a meaningful way. This one-day workshop will teach you exactly how to do it.  You will leave with a plan in hand to execute.
  7. No Risk: We guarantee that you will love the capital raising workshop and get a ton of value out of your experience. If for any reason you do not, we will refund your admission price. There is no doubt in our minds that you will love this event.

The Family Office Club remains the only provider of practical real-world capital raising, investment marketing, and investor lead generation training in the industry.  Successful capital raisers are always in demand and can make or break a firm, even more than the ability to invest well.  Yet despite the critical importance of this skill set, there is a major gap in education on capital raising.  The Family Office Club has been closing this gap in the industry for nearly a decade with live training workshops on capital raising, investor relations, and marketing strategy.  

To hear a few examples of the types of concepts covered during the Capital Raising Catalyst Workshop please explore our 100 sample videos and pieces of valuable content within our blog, download our #1 bestselling book on capital raising for free, or stream a few example videos here, here, here, and here

Some Bestsellers Written by Trainer Richard C. Wilson:

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-FreeRisk 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