Come hear from 25 investors in a single day at this fast-paced summit in downtown Chicago on the 28th of March.
Family offices are constantly in pursuit of excellent direct investment opportunities and our annual Family Office Private Investor Summit is the only conference that brings together family investors with off-market deal flow. For one day only, family offices, dealmakers, and private businesses will connect for one singular pursuit: to get a deal done. Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.
Date: March 28th, 2019
Location: Wyndham Grand Chicago Riverfront | 71 E Upper Wacker Dr, Chicago, IL 60601
Benefits of Attending
- Build Your Family Office Co-Investment Network: Network with peers in the industry, build and reinforce strategic relationships and gain personal connections. Rapidly expand your relations with family offices who are looking for direct investments, co-investments and club deals.
- Learn How to Structure Deals: Our family office speakers have completed direct investments with some of the largest Fortune 100 companies in the world, and together have conducted well over $1B in direct investments, hold over 1,000 total patents, and represent billions in capital.
- Deal Flow & Due Diligence Best Practices: Discover step-by-step how family offices are attracting deal flow while still being discreet and private, and what standards are being followed while conducting due diligence on potential acquisition targets.
Admission to the Family Office Private Investor Summit is limited to the first 175 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page.
JPR Manager, LLC
JPR Manager, LLC is a sponsor of customizable real estate transactions, including private offerings, as well as partnerships to fit our investors’ needs and risk tolerance. Upon the purchase of either our Property company or a membership interest in our Property Company, our investors will have the option to develop a parcel of land, hold it for long term investment, or to conserve the land, which could provide investors with a significant tax savings under IRS tax code 170(h). Not only can you reduce your tax liability with this option, but you can also help the environment. Visit our website at jprcapitalllc.com
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.
Mainstar Trust is an innovative leader in specialized retirement custodial services that diversify and maximize long-term objectives for IRA account holders and financial advisors. Mainstar Trust is centered on trust, Innovation, and Flexibility. Mainstar Trust reflects nearly 40 years’ experience of specializing in providing retirement, custodial services by delivering confidence, wisdom, and quality to its customers. Innovation: Mainstar Trust exudes a visionary stance in the industry, always looking for new and progressive ways to utilize emerging opportunities in the retirement wealth accumulation scene and offering solutions for forward-thinking individuals. Mainstar Trust offers unique and dynamic services that easily adapt to individual choices with alternative investments. The team is dedicated to providing services that are accessible, personable, and reliable. Why Mainstar Trust: Mainstar Trust is the trusted guide for individuals looking for help navigating through investment waters, offering an alternative, cost-effective retirement solutions, excellent services, and prompt, personal client contact.
Senior Living Equity Partners
Senior Living Equity Partners, LLC is a real estate preferred equity fund formed to build a large portfolio of market rate, private pay, service-enriched, senior living communities (SLCs). We are not a blind pool fund. We convert relationships with proven SLC developer/operators into MOUs, then arrange to fund at which time the MOUs become binding investment Agreements. The Agreements create the Fund’s programmatic SLC investment pipeline that gives Fund investors great visibility into the Fund’s investment timing, operator relationships, portfolio make-up, and IRRs. Current MOUs will require a Fund size of over $500 million for 30 projects over the next five years.
Chessica Management Group
Chessica uses index options premium selling strategy based on a proprietary global market momentum analysis model. Using this strategy, the portfolio managers believe that they can exploit inefficiencies in underlying indices and their options. The Fund’ s portfolio is concentrated in short-medium term call and put options in one or more publicly traded index securities, and also includes an S&P 500 index component, which will usually vary between 0% and 50% of the portfolio depending on market conditions. The correlation with the S&P 500 improves the strategy’s performance when the market is going one-directionally upwards and different risk factors don’t allow the portfolio managers to maximize their position naturally. The strategy focuses on maintaining a relatively small overall portfolio delta, frequently near neutral, and strives to find the best ratio between historical index volatility and actual implied volatility.
End Of Petroleum
ARURAS is the premier developer of a breakthrough, non-invasive, oral diagnostic technology that will help healthcare professionals and their patients improve their long-term health. The company has developed a painless saliva test that uses proven bio-chemistry analytics at high sensitivity and specificity to enable early disease risk detection. This early detection of treatable diseases can enhance patient wellness while reducing the cost of healthcare. These salivary tests are based on a strong scientific foundation of NIH-funded research with initial discovery and pre-validation work by Dr. David Wong of UCLA. This product portfolio pipeline is at various stages of pre-commercialization. Our breakthrough genetic testing technology EFIRM stands for electric field induced release and measurement. EFIRM is a core technology that detects the presence of DNA or other biomolecules without the need for amplification or hybridization. The steps involving EFIRM assay affords us the opportunity to develop the future tests for many cancer, genetic, allergy, infectious, cardiac as well as many disease testing.
Attendees: Past attendees have included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, private business owners, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents. This event places an emphasis on direct investments and deal flow, thus participants are typically either representing a deal or looking to invest capital in a new investment.
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%. Our full refund policy can be found here.
Questions? Call us at (305) 503-9077
We look forward to meeting and networking with you at this family office conference and hopefully a few more of our events in 2019.
Richard C. Wilson
CEO & Founder
The Family Office Club
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149
“The diversity of speakers covering different topics was extremely helpful.” – Joy Hou, Solution Financing