The annual Emerging Manager Investor Summit features 20+ investors who allocate to emerging fund managers and realize the value of investing in earlier stage or smaller size niche investment manager strategies.  The speakers will share how they evaluate potential GPs, what they look for in an emerging manager, and what drives their allocation decisions.

One of the hardest parts of being an emerging manager or a fundless sponsor is finding the right investors that actually allocate to your offering and then understanding the criteria they use to make those allocation decisions. The Emerging Manager Investor Summit features only those investors that are looking for younger or smaller managers that are eager to prove their potential. Attendees enjoy panel discussions on term sheets, evaluation criteria, investor preferences and, of course, plenty of live networking over cocktails and catered meals.

Date: June 12th, 2017constantino-room

Agenda: View Here

Venue: The Constantino Room | Fordham University School of Law | 150 West 62nd Street | New York, NY 10023


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Emerging Manager Summit Speakers:

Geoff Keegan
Creciente Partners
(Fund of Funds)

Katherine Boas
Carl Marks & Co.
(Single Family Office)

Christopher “Kit” Boyatt
Lazard Asset Management
(Hedge Fund Investor)

Anthony Annino
Perspecta Trust
($1B+ Family Office)

David S. Upson
($12B+ Family Office)

John Sinclair
Infusion Global Partners
(Hedge Fund Investor)

Federico Benavides
Beamonte Investments
(Single Family Office)

David Zilkha
Private Family Office
(Single Family Office)

Simon Littlewood
Li Family Office
(Single Family Office)

Chris Reese
Fermont Capital
(Hedge Fund Investor)

Richard C. Wilson
Miami Family Office
(Single Family Office)

Michael Nelson
Eagle Bay Advisors
(Multi-Family Office)

Paul Kang
Alta Capital
(Single Family Office)

Theodore O’Brien
Miami Family Office
(Single Family Office)

Paul Gabrail
Select Investment Group
(Single Family Office)

Michael Felman
MSF Capital Advisors
(Multi-Family Office)

Abigail Laufer
Ferguson Family Office
(Single Family Office)

Rebwar Berzinji
Pericles Capital Advisors

Richard Beleutz
Alternative Investment Resource

Candice Beaumont
L Investments
(Single Family Office)

David Sachs
Stable Asset Management
(Hedge Fund Investor)

Nathan McDonald
Keiretsu Capital
(Angel Investor)

Nathan McDonald
Group RMC

Michael Sury
Indorus Holdings
(Single Family Office)

David DeWitt
DeWitt Capital Management

Benefits of Attending

      1. Build Your Network of Investors: Quickly add another dozen allocators to your relationship network through the conference sessions, networking breaks, catered meals, and post-event cocktail hour.
      2. Hear from the Investors Who Allocate to Emerging Managers: Learn how institutional investors, family offices, institutional investment consultants and fund of funds evaluate fund managers and how you can stand out to these LPs as an emerging manager.
      3. Focus on the Right Investor: Don’t waste your energy meeting LPs that won’t consider any emerging managers or have overly strict criteria. Spend your time at the only event featuring investors dedicated to funding emerging managers and start-up funds.

Attendees: Pension funds, endowment funds, single and multi-family offices, high-net-worth individuals, fund of funds, hedge funds, private equity sponsors, real estate sponsors, and other investment firms.

Venue Photo 3Risk-Free Offer: If you attend any of our full-day conferences and find that you don’t get at least $2,000 of value, Wilson Conferences will give you 100% of your money back on admissions paid. You will also be able to keep any books, digital recordings, or conference materials distributed at the event for your trouble. At our last 2-day conference in Miami with 850 participants we had an exact refund rate of 0% due to unhappy guests.


NAPLIA Paul Smith –

American Airlines

Paul Swartz –

Benesch Law Jim Hill –

FourteenPlus, LLC

Douglas Fullaway –

Harris Bay

Jake Harris –



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Questions? Call us at (305) 503-9077

We look forward to meeting you at this Emerging Manager Investor Summit.

Richard-C-WilsonRichard C. Wilson
CEO & Founder
The Family Office Club | Wilson Conferences
(305) 503-9077
328 Crandon Blvd. Ste. #223
Key Biscayne, Florida 33149