The 7th annual Single Family Office Summit featured more single family offices on stage and in attendance than any other conference held anywhere in 2019

The annual Single Family Office Summit featured 30+ family office speakers sharing insights, best practices, investment models, direct investment strategies, and allocation trends among other critical issues facing single family office executives today. This is your annual chance to meet with the top single-family offices, leading institutional investment firms and 250+ attendees including institutional investors, family office executives, private equity deal-makers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants.

Benefits of Attending

  1. Build Your Single Family Office Relationship Network: Quickly add another dozen single family offices to your relationship network, learn how they like to partner with other wealthy families and investment managers, and become more effective in quickly navigating the single family office industry.
  2. Hear from Single Family Offices on Co-Investing, Risk Management, and Portfolio Management:  Gain insights from multiple $1B+ family offices and several single family offices on risk management, portfolio management; and how they buy operating businesses and source deals for co-investments.
  3. Single Family Office Best Practices:  Learn directly from single family offices instead of lawyers, fund managers, and consultants, our speaking faculty is made up of 90%+ family offices, that is what makes our events unique and valuable.

Venue

The Westin New York at Times Square |  270 W 43rd St, New York, NY 10036

Attendees
Attendees included wealthy families looking to form a family office, single family offices, multi-family offices, real estate investment professionals, hedge fund and private equity fund managers, investment bankers, private banking professionals, CPAs, attorneys, placement agents, third party marketers, and insurance agents.

Institutional Investor

Armando S.

Armando Soto is a sophisticated institutional investor. Currently, he is a managing director at Isaac Capital Group, a single family office based in Las Vegas, Nevada; where he spends most of his time reviewing, financing and structuring investments since 2013. Armando has extensive experience in alternative direct investments (PE, VC, HF), private markets, public equity markets, debt markets. Armando spends most of his time evaluating and structuring direct investments and working directly with the Isaac family.

Prior to working with Isaac mr. Soto worked in private equity buy-outs at YenniCapital, a lower middle market private equity firm. He also worked at distressed debt and equity swap hedge fund WHC Capital as a vice president. Prior to his experience working with institutions, he worked in investment banking at boutique firms. Mr. Sotostarted his finance career at Merrill Lynch

Single-Family Office

Christopher H.

Christopher S. Harrison has acted as a consultant to The Falconwood Corporation since 2011 and currently serves as its Chief Investment Officer. Prior to Falconwood, Chris served as Co-Head of the asset management M&A practice of Schulte Roth & Zabel, where he focused on the consolidation and acquisition of investment management companies by private equity and financial institutions. He structured transactions involving investment firms with more than $100 billion in assets under management. He is the author of Make the Deal: Negotiating Mergers & Acquisitions, which was published by Bloomberg Press in 2016 and ranked as the #1 in New Release in both Corporate Finance and M&A on Amazon. For nine years, he has been teaching popular courses on M&A at New York University School of Law, from whose J.D. program he graduated cum laude in 2000. Mr. Harrison is also the founding principal at Sterlington Professional Corporation, a legal technology firm focused on improving legal efficiency in the financial services markets.

The Falconwood Corporation is a Single-Family Office based out of Gramercy Park, New York. The Falconwood Corporation is the family office of Dr. Henry G. Jarecki, andserves as an institutional-grade asset manager and technology incubator. Past business ventures include highly successful Wall Street finance and technology enterprises such as Interactive Brokers (now the largest U.S. electronic brokerage based on daily average revenue), Mocatta (grew to be the largest gold and silver trading enterprise worldwide), Gresham Investment Management (world’s largest institutional commodities asset manager), Moviefone (a consumer technology platform sold to AOL at the top of the dot com bubble in 1999) and PsychoGenics (a drug discovery biotech company applying big data and AI techniques to phenotypic screening, with several psychiatric drug candidates in the pipeline).

Investor

Dan K.

Angel Investor

Jonathan H.

Family Office

Josh C.

Josh Colter is currently the director of acquisitions and finance for Robbins,a family office and owner/operator with a $1.8 billion portfolio of multifamily apartments, hotels and restaurants throughout the U.S. Heis a seasoned investment professional with expertise in a wide range of asset classes across three continents, including experience with acquisitions, asset management, JV structuring and direct investment capabilities. He completed a double master’s degree program in quantitative finance and risk in Paris and London and has an extensive background in private equity, mergers & acquisitions, transaction sourcing, and fundraising, with a successful track record in business development. In his spare time, he is an avid triathlete and has competed in 13Ironmans,10 half-Ironmans, and several ultra-marathons around the world.

Family Office

Mitzi P.

Mitzi Perdue combines the experiences of two longtime family businesses. Her father Ernest Henderson co-founded the Sheraton Hotel Chain and her late husband Frank Perdue was the second generation in the poultry company that today operates in more than 100 countries. She loves to point out that the Henderson family business began in 1890 with the Henderson Estate Company. If you combine the 126 years since it began, and the 96 years that Perdue Farms has been in business, she represents 222 of family history. Mitzi is also a businesswoman in her own right. She started the family wine grape business, now one of the larger suppliers of wine grapes in California. Her career has also included growing rice, and she is a past president of the 35,000-member American Agri-Women, the oldest and largest farm women’s organization in the United States. When Frank and Mitzi met back in 1988, they decided that chicken and rice go well together! She is a cum laude graduate of Harvard and holds an MPA from the George Washington University. Her career spans decades as a syndicated columnist, first for California’s Capitol News and then for Scripps Howard. She also hosted and produced more than 400 televisions shows for Sacramento’s KXTV and for two years, her program Mitzi’s Country Magazine was syndicated to more than 75 stations nationwide. Mitzi Perdue likes nothing better than to share tips for what worked from her two long-running families.

SF Capital Group

Neil W.

Prior to joining SF Capital Group, Neil spent five years as Chief Investment Officer and President of Wilmington Trust Investment Management, a $40 billion investment management firm. He was also President and CEO of the Wilmington Funds, a $10 billion mutual fund family. Prior to Wilmington Trust, Neil served for eight years as a Partner at KPMG LLP and National Partner in Charge of KPMG’s Investment Consulting Practice. Neil also spent over a decade at Kidder, Peabody & Co. where he ran the managed money area, founded the Analytical Investment Strategies Group, was a senior portfolio manager for Kidder Peabody Asset Management and ran the firm’s PRIME Asset Consulting Group. Prior to Kidder, he developed a multi-factor security system currently employed by a number of investment management firms. He started his career developing financial futures and options contracts for commodity exchange. Neil holds an MBA in Finance and a BS in Management from New York University where he graduated magna cum laude and received NYU’s Dean’s Honor Key. He was a University Honors Scholar, having graduated in the top five percent of his class. He is a CFA charter holder and a member of the CFA Institute and New York Society of Security Analysts.

Single Family Office

Vincent P.

Vincent Pica is Managing Partner, Business Development.

Since joining Safanad in 2009, Vin has led transaction efforts in the US, with a particular focus on the Safanad senior care investments in both real estate and private equity.

Prior to Safanad, Mr. Pica was Managing Partner and President of ARC Global. Mr. Pica joined ARC Global through ARC’s acquisition of Neuwing Real Estate Ventures LLC, the successor firm to Longwing, a $250 million real estate fund. Mr. Pica managed Longwing from late 2002to May 2006 as its Chief Executive Officer. Previously, Mr. Pica was a Group President at Prudential Securities Inc. and a member of its Board of Directors. Mr. Pica received his BBA from Iona College and was awarded his MS in Business Policy from Columbia University Graduate School of Business.

Single Family Office

Matthias B.

Matthias is a managing director at Fiducial, a principal investor specializing in roll-ups of business services companies and commercial real estate investing in Europe and the US. In that capacity, he assists Fiducial’s owner and CEO in formulating and executing the group’s investment strategy. Since he joined in 2011, he has been responsible for the various aspects of the investment process, including origination, structuring, and execution, as well as turnaround management and implementation of growth strategies. Before joining Fiducial, Matthias practiced law for a decade with Cleary Gottlieb and Skadden. He graduated in both philosophy and law and holds a Ph.D. from the London School of Economics. He lives in London with his wife and three young boys.

Family Office

Carlos I.

Single Family Office

Naim F.

With over 17 years of finance experience, Naim has successfully managed and led teams in corporate finance –from the treasury, sales finance, revenue management, and financial planning and analysis. Prior to joining the family office, Naim spent 9.5 years at PepsiCo where he moved through the finance ranks leaving as an executive on the beverage side of the business. Additionally, Naim started his professional career working for 5 years at Ford Motor Company in their finance organization. Naim holds an MBA from the Kellogg School at Northwestern University and a BA in Economics from the University of Michigan.

Family Office

Thomas H.

Thomas J. Haug is the founder of Aspen Tree, LLC (founded in 2015). Mr. Haug currently sits as Head of Family Office Co-Investment and Advisory for three NYC based family offices, two of which are multi-billion dollar families. Mr. Haugoperates as an internal trusted advisor on all facets of asset allocation, co-investments and structuring of current and contemplated holdings. His primary focus is to foster productive relationships with fellow family offices and ultra-high net worth individuals. Mr. Haug takes pride in building lasting relationships atop a foundation of performance and integrity. Mr. Haug decided to capitalize on this void he observed in the community as a trusted advisor to over 31 single family offices thought his career as an advisor and banker. This venture follows a two-year stint at Fieldpoint Private, as Managing Director and Senior Advisor following a seven-year career with First Republic Bank, as Managing Director where he provided advisory services to families on wealth management, banking, trust, and lending. He is personally responsible for the oversight of $280MM in advisory assets and has been involved with over $900MM in real estate debt financing and equity investments. His clients include ultra-high net worth individuals, family offices, hedge fund, private equity, and venture capital firms. Prior to joining the First Republic, Mr. Haug served as a private banker at North Fork Bank, N.A. His early career included positions with Discount Funding and Concord Mortgage Corporation.

A New York native grew up on Long Island, Mr. Haug lives in Merrick with his wife Allison, young daughter Serafina and Shih-Tzu Parker. He currently sits on the Steering Committee of the Alzheimer’s Drug Discovery Foundation, supports Hedge Funds Care/Help for Children and served as a rescue worker in Ground Zero, following the September 11th attacks on the World Trade Towers.

Angel Investor

Teresa E.

As Managing Director of the Silicon Pastures Angel Investment Network, General Partner of an early stage venture capital fund, and manager of the private equity strategy for a multi-family office, Ms. Esser invested in 37 early stage companies and realized nine exits which provided investors with between 2X and 20X their initial investment.

Over the last eighteen years, Ms. Esser syndicated numerous deals with angel networks, family offices and professional VC funds throughout the Midwest and South Korea. She has served as a technology scout for Korea-based Hansol Chemical, which spun off of Samsung, and participated in a co-GP relationship with a Korean sovereign wealth fund.

Ms. Esser’s book, The Venture Cafe, was turned into a global foundation that hosts weekly networking events in eight cities around the world, including Miami, Boston, and Tokyo.

Angel Investor

Sandy W.

Sandy Wollman is the Co-Founder and Managing Director of the Westchester Angels. He is also on the Executive Committee for the Veridian Member’s Fund and member of the ARC Angels and has reviewed well over 1000 pitches in the past year. He knows what works and what doesn’t! Sandy is starring in ”Break Through the Crowd” a new TV show which features startups pitching to investors to get to the next round where the winner receives a large crowdfunding prize. The show combines elements of Shark Tank and The Apprentice and is being televised on Zee Tv in the USA, Canada, and the Caribbean.

In addition, Sandy created and leads the New York Area Angel Group Leaders Initiative which brings the Directors of the largest Angel Groups in the Tri-State Area together to share deal flow. Being intimately involved in his community Sandy serves on the Westchester County Taskforce for innovation and created a non-profit to help small business owners succeed. He is an accomplished distance athlete having competed 3 IronmanTriathlons, The Swim Around Manhattan and was the 470th individual to successfully swim the English Channel.

Angel Investor

Doug D.

Doug Doan founded Hivers and Strivers, an angel investment group which invests exclusively in military veterans and particularly graduates of the US Military Academies(West Point, Annapolis, Air Force, and Coast Guard Academies). All of the theH&S portfolio companies were launched by military veterans over the past four years and are now growing rapidly. The Hivers and Strivers portfolio consists of 10 different vets led companies. Doug also serves as the General Partner for the $10m Hivers and Strivers Co-Investment Fund.

Doug is a 1979 graduate of the United States military academy at West Point. He also attended the Defense LanguageInstituteand holds a Master’s Degree in Public Administration from the John F. Kennedy School at Harvard University and a Master’s Degree in Strategic intelligence from the Defense IntelligenceCollege.

Doug currently serves on the Board of Visitors for the National Defense University which provides oversight and review for the National War College, Joint Forces Staff College and Eisenhower School for National Security. He also serves on the Board of Directors of Distributed Energy Management Inc, lettrs, Fliptuandon the Board of the West Point Association of Graduates Development Committee. Doug is a member of the Angel Capital Association (ACA)

Multi-Family Office

Paul K.

Angel Investor

Wan Z.

Family Office

Robert S.

Single Family Office

David J.

Family Office

Henry L.

Transparent Business

Alex Konanykhin

Alex Konanykhin, CEO, TransparentBusiness As reported by the Wall Street Journal, “Mr. Konanykhinwas a whiz-kid physics student who became a pioneering Russian capitalist in early 1990s, building a banking and investment empire valued at an estimated $300 million all by his mid-20s. He was a member of President Boris Yeltsin’s inner circle.” In 1992, Alex Konanykhin immigrated to the United States and has received international acclaim for innovations in Internet technologies. In 2015, Alex founded TransparentBusiness which Citigroup designated as “the Top People Management Solution” and EY, Google, Microsoft, ADP, Facebook, SAP, and Cisco selected as a partner.

Sovereign Residential

Russ Krivor

Mr. Krivor developed an interest in real estate at a young age. He spent his teenage summers working at his uncle’s high-rise and commercial construction sites in Chicago. While studying Economics at Northwestern University, he observed an incredible demand for affordable single-family homes in south Florida.  Eager to take advantage of the market opportunity, Russ, took a break from college at 19 and founded his first homebuilding company in 2004. The firm initially set out to build 5-10 homes annually. By the end of 2006, they had built and sold over 200 homes. 

Recognizing the trend away from home ownership in 2008, Russ wanted to transform the firm into a powerhouse for multifamily development-with a strong focus on upscale suburbs with difficult zoning laws. He approached a family friend for equity and invested a great deal of his own money. In 2010 Dolce Living Mansfield, Mr. Krivor’s first rental community opened its doors. Since then, under his various brands, Russ has developed nearly 5,000 apartments across five markets in the United States. Today, Mr. Krivor’s firm Sovereign Residential has over $150 million in capital under management and constructs and owns multifamily developments throughout the American southeast.  

Single Family Office

Marco S.

Angel Investor

Yaniv S.

CIO

Angela L.

Investor

David F.

True North

David P. Babinski

David P Babinski has 25 years’ experience in investment advisory and capital raising. He has raised in excess of $250,000,000 for real estate and alternative investment programs with HNW Individuals and Family Offices.

Mr. Babinski has extensive experience with real estate syndications, Private Placements, co-investment structures, as well as advanced tax planning strategies. Mr. Babinski not only brings his extensive knowledge of private, direct and alternative investments but also his experience owning and managing entrepreneurial companies.

He has previously built a successful financial advisory firm that was sold to a NYSE traded company and also developed franchise territories with Industry innovators like 1-800-GOT-JUNK and Mr. Handyman.

He was a long time member of YEO (Young Entrepreneur’s Organization) and a 2005 graduate of their BOG (Birthing of Giants) Program. The Birthing of Giants is a very competitive, limited enrollment 3 year Entrepreneurial Executive Leadership Program held at Massachusetts Institute of Technology (MIT). This program has exposed Mr. Babinski to some of the most cutting-edge business methods as well as established his network with industry leaders.

Group RMC

Fadi Ephtimios

A consistently high achiever with over 20 years experience in the Financial Industry, Fadi Ephtimios has demonstrated leadership in delivering the best possible service for his valued clients. Fadi joined Richardson GMP in 2015 to bring clients a wider universe of investment options and greater transparency regarding costs and reporting. Careful assessment of an investor’s risk tolerance and return objectives, allows Fadi and his team to build and monitor a solid investment plan in order for clients to expect a more predictable result. Over the past 15 years, Fadi has co-invested alongside the principals of Group RMC in real estate properties in Canada and the US. 

Bullet Point Network

Mike Ryan

Mike Ryan is the Co-Founder and CEO of Bullet Point Network. An active private investor, entrepreneur, and board member, Mike has almost 30 years of investment, capital markets, and management experience.  
 
Mike has been the CIO of MDR Capital, his family office, since 2009. Before founding Bullet Point Network, Mike served as Head of Public Equity and Absolute Return at the Harvard endowment, Head of Global Securities (overseeing equities, fixed income, currencies & commodities) at Credit Suisse, and Partner and Head of Global Equity Products at Goldman Sachs, where he spent the first 18 years of his career.   
 
Mike has served as a director, committee chair, and board chair on numerous corporate and non-profit boards. He graduated summa cum laude from Yale University with a B.A. in economics and was an Academic All-American in basketball. 

Regal Healthcare Capital Partners

Jon Santemma

Jon Santemma is Co-Founder and General Partner of Regal Healthcare Capital Partners, a healthcare services focused growth equity and buyout fund. 

Prior to the formation of Regal, Jon was one of the leading healthcare investment bankers on Wall Street, having completed over 100 healthcare services transactions over the course of his twenty year career.  As Global Head of Healthcare Investment Banking at Jefferies LLC, Jon led the largest healthcare investment team in the world.   Prior to Jefferies, Jon was a Managing Director in the Healthcare Investment Banking Group of UBS, including a six year stint in London where he helped build out UBS’ European Healthcare Investment Banking business.  Mr. Santemma began his healthcare investment banking career with Citigroup/Smith Barney in 1995, after practicing law in the Mergers & Acquisitions Group of Skadden, Arps, Slate, Meagher & Flom.   He completed his undergraduate studies at Hamilton College with a B.A and earned a JD/MBA from Fordham University in 1991. 

 

Multi-Family Office

Michael F.

Single Family Office

Kamil H.

Investor

Andrew K.

Drill Baby Drill, LLC

Mark Nazarini

Mark Nazariniis The Founder and President of Drill Baby Drill, LLC (established 2011) which specializes in raising capital in the oil and gas industry with a focus on capital preservation, legacy growth and income, and tax advantages such as 1031 exchanges from any real property to mineral rights ownership. Mark is a serial entrepreneur who has had several successful business ventures across a broad spectrum of industries including Commercial Real Estate, Oil and Gas, Self Storage, and Commercial Construction. Currently, Drill Baby Drill, LLC raises capital exclusively with their strategic partner Hay Mineral Resources. Since 2015 the team combined has completed several capitals raises from $1MM -$30MM with three successful exits resulting in 2X-4X return to investors.

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.

EzeCastle

For more than two decades, EzeCastle Integration has been the premier provider of managed services and technology solutions to the investment management industry, servicing hedge funds, private equity firms and other financial services organizations. We support more than 650 clients around the world –a true testament to the global network of clients and partners we have connected with. Our IT and cloud services are industry-leading (just look at our awards shelf!), and we pride ourselves on providing the highest quality levels of service and support to our clients each and every day, 24x7x365.

But we consider ourselves more than just a technology or cloud service provider. Technology is not just what we do –it’s who we are.

We take innovation seriously and were the driving force behind the adoption of cloud services in the investment industry. What started as an alternative infrastructure for one client in 2005 has evolved into a global platform supporting more than 400 firms and continuing to grow every day. Read below for more background on the birth of the first alternative investment management cloud.

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.

Netrex Capital Markets, LLC

Netrex Capital Markets, LLC is an independent investment banking firm offering debt advisory and capital arranging services to middle market companies and private equity firms.

Transparent Business

Designated by Citigroup as the Top People Management Solution, TransparentBusiness is best-positioned to achieve dominance in that category. We boost the efficiency of computer-based work by making it transparent to managers and clients while enhancing the privacy of the workers. We have partnerships with Google, Microsoft, SAP, Cisco, ADP, Facebook, and EY. Legislators in twelve states have introduced our bill designed to make transparent verification of billable hours mandatory, positioning TransparentBusiness for explosive growth. We just announced a $10M raise and, as discussed atwww.TransparentBusiness.com/invest, the return for investors may exceed 90,000%

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.

E-Commerce

Tamgy

Nikolay Volper, Founder & CEO of Tamgy, has unique experience in E-commerce for over 11 years.Selling a wide range of products ranging from 2-4M in sales annually per year.TamgyInc. started in 2016 with a vision to help companies strategically evolve their business online on our E-commerce platform. Our latest project is about the mobile app. whichprovidesa platform for customers to be aware of what’s going on in the vicinity.They will be able to locate local businesses as well as purchase products with the touch of a button. They will have the ability to receive notification’s on new products and services, as well astake partof any events they are willing to attend. Users will benefit by being informed on what is going on based on their purchase pattern, browsing history, interests, as well as location.

Global Investments

Everflow Inc.

EVERFLOW INC IS A ‘ONE STOP SHOP’ FOR GLOBAL INVESTMENTS USING DIGITAL ASSET-BACKED-SECURITIES ON BLOCKCHAIN. SERVICES INCLUDE MARKETING, DIGITAL ISSUANCE, ASSET MANAGEMENT, AND LIQUIDITY, WITH COMPLIANCE AND SECURITY.

Everflowowners combines track record in capital market and tech: over 15 years’ experience of raising capital, securitizing and listing illiquid global asset-backed-securities on traditional stock exchange amounted US$2B, with blockchain pioneering including digital assets issuance and trading platform management in dozens of sites and project worldwide for the last 5 years.

Multi-Family Investments

Sovereign Properties

Sovereign Properties offers fully-integrated investment opportunities in the multi-family development arena. Since 2004, Principal Russ Krivor has been engaged in the concept, development, and project management of roughly 5,000apartments across the United States. Sovereign specializes in ground-up development across high-growth markets across the Sunbelt region where population growth and job gains continue to significantly outpace the broader United States. Our Class A rental communities are situated in niche suburbs with top-rated school districts, high median incomes, and difficult zoning.

Family Office Accounting

Asset Vantage

Asset Vantage was developed in 2011 by family offices to address the unique accounting, performance reporting and data aggregation needs of family offices and their accounting and financial advisors.

Asset Vantage provides comprehensive portfolio reporting, partnership accounting and full Portfolio Accounting including tracking and reporting on Capital Calls, Commitments, Subscriptions, Redemptions, Marketable Securities, Cash Management and all distributions.

Asset Vantage is currently used by nearly 150 different single and multi-family offices and accounting and financial advisory firms across North America, the Middle East, and India.

Real Estate Investment Firm

APEX Capital Group

APEX Capital Group is New Jersey’s premier real estate investment firm specializing in the acquisition, rehabilitation, and disposition of distressed residential properties in emerging and affluent residential markets.

APEX’s competitive advantage lies in its formulaic approach, speed and ability to source deeply discounted off-market deals and then efficiently bring it to market and realize significant profits and ROI for their investors.

APEX founders Shomail and Farhan Malik brings 26 years of combined real estate experience having raised and managed over $50M of private capital and completed over 600 real estate transactions. Both founders completed their undergraduate studies at Rutgers University and their MBA from Rutgers Business School.

Investment Management Firm

Kazmarck Capital

Kazmarck Capital is a boutique, alternative investment management firm that offers a flagship investment program in futures and options on futures as an NFA registered Commodity Trading Advisor. Founded and managed by Alex Kazmarck, the Opportunities Program is an actively managed, discretionary, global macro absolute return strategy that utilizes fundamental, technical, and sentiment analysis to find opportunistic investment opportunities to target above-average returns in any type of market, whether rising, falling, or stagnant

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. 

Regal Healthcare Capital Partners

Regal Healthcare Capital Partners (Regalhcp.com) seeks to partner with leading-edge healthcare entrepreneurs who are in need of financial investment and strategic, operational and managerial expertise.   Our Co-Founders, Dr. David Kim, and Jon Santemma, bring a unique combination of operational and transactional experience to healthcare services companies seeking to realize their growth potential.  Regal’s LP investors include some of the world’s most successful healthcare executives and entrepreneurs. Our current portfolio is comprised of companies in the dental, autism, fertility, dermatology, ER management, and revenue cycle sectors. 

Dr. Kim, a serial healthcare services entrepreneur,  co-founded Premier Care Urgent Care, which he merged with CityMd and helped grow into the leading urgent care company in the Northeast.  He also co-founded Dental365, the leading branded retail dental chain in the tri-state market, as well as Progressive Emergency Physicians, the largest independent emergency room management company in the Northeast.  Jon Santemma was Global Head of Healthcare Investment Banking at Jefferies, the largest healthcare team in the world, and brings a wealth of transaction experience and industry insights to Regal. 

Regal seeks to invest in healthcare services businesses with at least $15 million of revenue that we can help grow significantly and become leaders in their sector. 

True North Resources

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 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 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.   

 

 

Hay Mineral Resources

Drill Baby Drill, LLC

Drill Baby Drill, LLC raises capital exclusively with their strategic partner Hay Mineral Resources. Since 2015 the team combined has completed several capital raises from $1MM -$30MM with three successful exits resulting in 2X-4X return to investors.The Founder and President of Drill Baby Drill, LLC, Mark Nazarini, is a continual entrepreneur who has had several successful business ventures across a broad spectrum of industries including Commercial Real Estate, Oil and Gas, Self Storage, and Commercial Construction. Hay Mineral Resources is led by Monte Lynn Hay, P.G, a Registered Geologist, who is 4thGeneration Oil and Gas, the Largest Owner of Mineral Rights in his region, the Operator of 300+ wells, and is credited with discovering The Homer Field.Together Drill Baby Drill and Hay Mineral Resources specialize in real estate projects in the oil and gas industry with a focus on capital preservation, legacy growth and income, and tax advantages such as 1031 exchanges from any real property to mineral rights ownership.

Syndication Attorneys PLLC

Syndication Attorneys PLLC helps entrepreneurs create successful investment companies by providing them with the legal tools they need to raise money from high net worth investors, family offices and private equity funds. Its founding attorney, Kim Lisa Taylor, has been the responsible attorney for over 300 securities offerings, including numerous joint ventures and crowdfunded offerings. The firm holds free monthly teleseminars (with live Q&A) on a variety of topics related to raising money from private investors and its website at www.SyndicationAttorneys.com hosts a library containing numerous articles, podcasts and recorded teleseminars.

Attendees: Past attendees of our events and workshops have included investment funds, real estate and private equity independent sponsors, private bankers and wealth managers, capital raising consultants and third-party marketers, investment industry service providers who want to position themselves and their firms, and investment bankers and M&A brokers looking to get more deals done every year. Wealthy families with multiple operating entities looking for a marketing and investor relations edge.

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%. 

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 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.