Liquidity Event ThumbnailThe Liquidity Event is a conference focused on exploring growth capital and financing options for family businesses.  This is an intimate gathering of family business owners and executives to discuss important topics such as succession planning, growth capital, valuing your business, and more.  

Agenda: The brochure for this year’s Liquidity Event is available via PDF here: Download the Brochure

Admission Price: Free (only for family business owners)

Featured Presenters

Joel Peck
Joel Peck
Joel Peck & Associates
William J. Kidd
William J. Kidd
Kidd & Company, LLC
Richard C. Wilson
Richard C. Wilson
Billionaire Family Office
Carl Sheeler
Carl Sheeler
Berkeley Research Group, LLC

Robin Coady Smith
Robin Coady Smith
Privatus CI3O Services, LLC

Gary Brooks
Gary Brooks
BMD Advisors

Jonathan Flaks
Jonathan Flaks
JFCA Executive Coaching

Jeff Savlov
Jeff Savlov
Blum & Savlov, Inc.

Jane Beddall
Jane Beddall
Dovetail Resolutions, LLC

Benefits of Attending the Liquidity Event

CEO Training DownloadsGain Confidence in your financial decisions through in-depth presentations and panel discussions from business owners and industry experts.  The Liquidity Event tackles all of the most important choices you face and we will arm you with the latest statistics, best intel, and guidance from other successful entrepreneurs. 

CEO Training DownloadsPrivate Networking with Qualified Peers: Unlike other events you may have attended, the Liquidity Event is only for business owners.  You won’t have to sit through service pitches from vendors, you will be in a room full of your equals: business owners who can relate to your challenges and share insights on how to accelerate your business.

CEO Training DownloadsAccess to $5 Billion in Growth Capital:  Attendees will have the opportunity to access more than $5 billion in growth capital financing from institutional investors and capital partners.

Liquidity Agenda

Harvard Club of New YorkVenue: Harvard Club of New York, 35 W 44th St, New York, NY 10036

Who Should Attend? The Liquidity Event is an exclusive gathering of family business owners and executives.  If you own or operate a family business and would like to gain insights in legacy planning, liquidity events, and working with capital partners, this is an excellent educational forum to discuss these important topics experts and other family business owners.

“As a small boutique firm in the family office space, the Family Office Club 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

Capital Raising WorkshopRisk 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 allowed to keep the copy of the family office book and handouts for your trouble.  At our last conference series in NYC with 450 participants we had a refund rate of exactly 0%.

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Limited Seating: To reserve a seat for yourself or for your entire team at any of our events please complete our reservation form.

Event Calendar: To see all of our upcoming events please view our Event Calendar.

We look forward to meeting and networking with you at the Liquidity Event.

AAA Signature

Wilson-Capital-1004Richard C. Wilson
(212) 729-5067
CEO & Founder
Wilson Holding Company