Private Investor Summit

Family Office Club Event Content

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Event Recording

London, England – April 30, 2019 1 Recording

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Private Investor Summit London

Dallas, Texas – May 31st, 2019 9 Recordings

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Opening Remarks and Standalone presentation

Panel #1 – The Texas Investor Environment: How is the investor & investment landscape in Texas changing and what to expect next.

Panel #2 – Real Estate Investment Firm Showcase: Hear from top real estate sponsors & funds on what is working right now

Panel #3 – Co-Investing: How to Partner with a Family Office to Close Your Deal

Standalone Presentation

Panel #4 – Private Investor Insights: Hear the top requests, investment mandates, and challenges facing 5 private investors

Panel #5 – Rapid Reaction: Real-Time Investment Feedback from Investors for Those Raising Capital

Panel #6 – Emerging Managers: Who is Allocating to Sub-$100M Fund Managers & Why?

Panel #7 – Multi-Family Office & Wealth Management Firm Investors: How is the industry changing and learn which firms are winning over clients fastest and why

San Fransisco, California – July 25, 2019 12 Recordings

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Opening Remarks – Richard C. Wilson

How High? The Three Reasons to make a private Placement in Cannabis Today – Colin Lake and Michael Scott

Advanced Tax Savings Strategies for 2019 – David Babinski

Panel #1 – Private Investor Headache: A discussion on the top problems, time wasters and frustrations of active private investors.

Panel #2 – What makes a spin-out and emergin manager attractive to investors?

Panel #3 – Resilient Real Estate investment strategies: A discussion of strategies that are built to survive a turn down.

The Anatomy of a Secondary Transaction into a PrelPO Tech Unicorn – Matt Oguz

Life Science Impact Investments: An often overlooked opportunity for Family Offices – Dr. Christian Apfel

Panel #4 – Closing deals with wealth advisiors and Multi Family Offices: Best practices and case studies of what works

Panel #5 – Sourcing High Income, Debt, Lending and Royalty Deals. Exampels of what is working today and often overlooked.

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New York City, New York – September, 2019 12 Recordings

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Opening Remarks – Richard C. Wilson

Panel #1: Private Investor Preferences – What Legal structures, fees, and models are preferred right now?

Advanced Tax Savings Strategies for 2019 – David Babinski, True North Resources

Panel #2: Income Investment – A Debt, Lending, and Royalty Deal Discussion

Identifying Unicorn Opportunities – Alex Konanykhin, Transparent Business Inc.

Panel #3: Real Estate Allocations – A discussion of mandates, trends, and late cycle strategies that are working

Modernizing Family Office Direct Investing – Michael Ryan, Bullet Point Network

Panel #4: Co-Investing, Club Deals & JV Equity – Hear Creative ways to close more deals from investors

Ground Leasing and Bifurcation as Wealth Management and Estate Planning – Anthony Palazzo

Panel #5: Investor First Impressions – See Investors rate audience investment firm brands in real time

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