PRIVATE INVESTOR SUMMIT

SAN FRANCISCO| JULY 25TH, 2019

Days
Hours
Minutes

until the event starts

Come hear from 25 investors in a single day
at this fast-paced summit in San Francisco

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: July 25th, 2019

Location: Hyatt Regency San Francisco – 5 Embarcadero Center, San Francisco, CA 94111

Benefits of Attending

  1. 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.
  2. 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.
  3. 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.

Richard Wilson

Richard Wilson

Founder & CEO of Family Office Club

Founder of the Family Office Club, the largest membership-based family office association with over 1,500 registered family office members.

Andres Ospina

Andres Ospina

Director of Charter Memberships

Andres Ospina serves as Charter Membership Representative at the Family Office Club and Wilson Holding Company.

David Babinski

David Babinski

True North
Randy Abeles

Randy Abeles

RSM
Fadi Ephtimios

Fadi Ephtimios

Group RMC
Colin Lake

Colin Lake

Cannapreneur Partners
Michael Scott

Michael Scott

Cannapreneur Partners
Jeff Wallace

Jeff Wallace

Angel Investor
Falon Fatemi

Falon Fatemi

Node
Oleg K.

Oleg K.

Angel Investor
Leo P.

Leo P.

Angel Investor
Amrit S.

Amrit S.

Angel Investor
Daniel G.

Daniel G.

Multi-Family Office
Letitia B.

Letitia B.

Wealth Manager
Jake R.

Jake R.

Angel Investor
John S.

John S.

David B.

David B.

Multi-Family Office
Manny F.

Manny F.

SFO and Angel Investor
Gary P.

Gary P.

Multi-Family Office
Daniel D.

Daniel D.

Wealth Manager
John E. R.

John E. R.

Wealth Advisor
Charlie L.

Charlie L.

Angel Investor
Darren K.

Darren K.

Angel Investor
Shao-Hua W.

Shao-Hua W.

Angel Investor
Phil J.

Phil J.

Corporate Venture
David M.

David M.

Angel Investor
John M.

John M.

Wealth Advisor
Che V.

Che V.

Angel Investor
Nikolai O.

Nikolai O.

Private Investor
Kevin C.

Kevin C.

Multi-Family Office
Matt O.

Matt O.

Single Family Office
Vasco L.

Vasco L.

Single Family Office
Evan R.

Evan R.

Single Family Office
Jake B.

Jake B.

Wealth Management
Sriram K.

Sriram K.

Seed Investor
Alan S.

Alan S.

Single Family Office
Carl W.

Carl W.

Angel Investor
Ajay K.

Ajay K.

Corprate Venture

Group RMC Corporation

Group RMC Corporation (RMC) is a Delaware U.S. registered real estate Co-Investment and management company based in New York City. RMC investsin, sponsors and is the General Partner in undervalued income producing Office properties in secondary and tertiary U.S. markets. RMC currently oversees in the U.S., principally in the Midwest, over 5,700,000 SF representing over USD 1.5 Billion in asset value.

RMC’s principals typically participate with 5% to 25% in each partnership and offer partners the opportunity to co-invest as RMC is seeking like-minded partners not simply ‘clients’. As a consequence, RMC only levies its charges up-front and only in the form of shares in the partnership. RMC does NOT charge ‘back end’, ‘carry’ or even management fees to the partnership as these all serve only to hemorrhage the returns on the partners’ capital.

This structure is unique in both its low pricing and risk sharing. A further and differentiating factor is that RMC and its partners are permanent and patient investors–in other words, real investors as it should be for a long-term asset class like real estate. Exit usually comes in the form of refinancing and/or increasing distributions. Occasionally irresistible offers do occur and RMC will sell, but RMC will never be a forced seller.

TrueNorth

True North Resources is a dynamic real estate company that encompasses mineral, land, and historic building ventures to optimize developmental strategies based on the highest and best use.
True North works to promote economic growth, environmental sustainability, and social responsibility.  The company is passionate about the conservation of natural resources and aligns its developmental strategies with environmental impact studies.
One such strategy includes investment in undeveloped land with the possibility of the conservation easement, a socially responsible investment that helps to conserve natural resources for future generations while also providing tax savings to investors.
Over the past 5 years, True North Resources has saved mineral and undeveloped land investors over $500 million dollars in tax deductions while saving valuable natural resources of the United States.
The leadership of True North encompasses extensive experience in the legal, tax consulting, development, and security industries and are available to address inquiries regarding mineral, land, and historic building ventures.

:https://www.truenorthresources.net/

XA Investments

At XA Investments, we are not innovating simply to be different; we’re innovating to be better. We’re transforming the way financial advisors and their clients access alternatives by building better products with better portfolio outcomes.
XA Investments LLC (XAI) is a Chicago-based investment manager founded by XMS Capital Partners in April 2016 to pursue a single goal: provide investors with access to institutional-caliber alternative investments. As of December 31, 2018 XAI advised funds with approximately $105 million in managed assets.

:xainvestments.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.

Broker

Hughes & Company

Hughes & Company is an independent, Fort Lauderdale based introducing broker that specializes in exceptional client and relationship management. Dedicated to institutional futures and options brokerage, we work with commodity trading advisors, family offices, and professional traders. We assist with setting up accounts that are customized to each specific situation. Every relationship is optimized based on trading, advisor, platform, commission, custodian, and overall goals in mind. Additionally, we assist with master account setups, portfolio margining, risk management, give in/out trading, advisor selection, and serve as a one stop solution for the futures markets.

ALTERNATIVE TO COMMERCIAL REAL ESTATE SYNDICATION

Jointer

A winner of $1M prize for 1st place in a worldwide competition between 4k startups/196 countries. Jointer presents a safer and more profitable alternative to Commercial Real Estate (CRE) syndication and investment. Jointer’s unique approach issues tokens (SAFE notes) pegged to the Dow Jones Global Select REIT Index with 2X leverage, providing investors diversification and liquidity while allowing sponsors to receive faster funding with one check, from one source.

:jointer.io

Custom Real Estate Transactions

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

Uber Real Estate

UBER – UBER REAL ESTATE is an Information Technology Company displacing the Real Estate Industry and Reducing the Cost to Transact.
We are tackling a 7.5T Addressable Market and targeting 50B in market capitalization.
Our team consists of twenty-five senior level Executives and Engineers.  They are presently focused on creating the UberBNB and Uber Real Estate Sales mobile applications.
We own the, “UBER,” Trademark before UberCab even existed.  The UBER brand is presently valued at 16 Billion.   The “UBER,” name is immediately recognized worldwide and is the third best known word in the world.  94,000,000,000+ Monthly Customers use Uber Technologies.   We have the ability, to have our applications placed in the Apple Store and Google Play under, “Uber.” Uber is also third in Search Worldwide with 4,000,000,000+ in search.
Everyone is a potential consumer.

Cannapreneur Partners

Cannapreneur Partners is a Westborough MA-based holding company that identifies the world’s top 1% outliers and infuses smart capital, strategy, and purpose-driven leadership to attain success across cannabis and non-cannabis industries. Backed by a team with deep network resources and successful careers in the financial services and ultra high net worth wealth management space, our proprietary in-depth vetting process for both investors and business operators makes Cannapreneur Partners able to thoughtfully place capital in national and international cannabis projects across all sectors of the legal industry. CP is a values driven company focused on:  Happiness, Integrity, Leadership, Helping Others and Family while creating a profits-with-purpose culture.

:cannapreneurpartners.com

Bullet Point Network

Bullet Point.Network was born out of the family office of Mike Ryan, who was a partner at Goldman Sachs at the time of their IPO and for 8 years afterward, managed $18 billion for Harvard University, and now has a dedicated team of analysts based in NYC and Silicon Valley, leveraging BPN’s patented technology for fundamental investment decision making.

If you make direct investments, you want BPN’s team of fundamental analysts and proprietary software tools working for you. With BPN’s team and technology providing world-class research & analysis, your investment process and portfolio company engagement can be as strong as any professional venture capital or private equity fund. In fact, professional investors work with BPN too, but our roots and our passion is family office investing, and we are fully aligned with your success in each deal.

Andra Capital

Andra Capital is a late-stage, pre-IPO, technology growth fund where investors can choose to invest traditionally with an optional liquidity feature. Our objective is to provide investors with significant capital appreciation over a shorter period of time than commonly found with traditional venture capital funds.

:andracapital.com

Geraci Media

Geraci LLP is a law firm, media, and consulting company catered to the non-conventional lending space. Geraci is the “go to” provider for all lending related matters and is your resource with growing your business. Our legal departments consist of Banking & Finance, Corporate & Securities, and a Litigation & Bankruptcy team. Geraci Media plans four corporate conferences a year, two investor shows, and two educational conferences, along with a monthly loan originator magazine. Geraci Consulting is your resource with finding capital and connecting you with who you need to know.

:geracillp.com

Branded Expert Press

Branded Expert Press specializes in producing books and tools for building businesses by increasing your authority as a best-selling author.
Becoming an international best-selling author with your own book is the most powerful thing you can do to increase your expert status.
Every business is different, so every book needs to be designed to be an exact fit for how you do business and who your clients are to ensure that you get the maximum value from your efforts.
Learn how to monetize your book so that is works for you.
Don’t Die with Your Message Still Inside You

:brandedexpertpublishing.com

SAGEMEDIC

SAGEMEDIC CORP has developed a proprietary next-generation genome-free SAGE Direct Platform to quickly and accurately identify the most effective treatment for the millions of cancer patients where genomic testing fails. This billion dollar market opportunity is accomplished by a patent protected methods that involved the following steps.  1. viable cancer tissue is shipped to SageMedic overnight. 2. Sagemedic creates hundreds of 3D micro-tumors that are similar to the patient’s tissue in the body.  3. These microtumors are then treated with multiple treatment options such as chemotherapies or targeted therapies to 4. directly identify the most effective treatment options for that individual patient within only 1 week.  Based on our analysis this can significantly increase the patient’s chance of a tumor response, increase quality of life, and significantly extend life-expectancy.

:sagemedic.com

SVK Capital

:svkcap.com

Node

Node enables users of business applications to see into the future. Powered by Artificial Intuition™️ technology, Node is the first turnkey AI-as-a-service platform focused on powering predictable business outcomes, which enterprises can use to quickly and seamlessly build advanced AI into both customer-facing and internal applications without investing years and millions of dollars on risky AI experiments. Applications powered by Node can deliver predictions that enable users to make smarter connections and decisions about how to engage with customers, employees, investors, and partners. Node was founded by Google’s youngest employee, Falon Fatemi, and it’s renowned technology team includes the Godfather of Search, Louis Monier who created Alta Vista, and Michael Radovancevich former CTO of Taleo and OpenX. Node is backed by Mark Cuban, NEA, Avalon Ventures, and JetBlue Technology Ventures. Learn more at www.node.io.

:www.node.io

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 $1,000 of value, The Family Office Club will give you 100% of your money back on admissions paid. You will also be allowed to keep a 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
(305) 503-9077
328 Crandon Blvd. Suite #225
Key Biscayne, Florida 33149

 
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Testimonials | Here is what our clients are saying:

 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.