Single Family Offices

Invitation-Only: Single Family Office Peer Forum

Join your Single Family Office peers for a morning of candid discussions, relationship building, industry insights and best practice sharing at DealMAX.


Tuesday, May 9, 2023
8 a.m. – 12 p.m. PT
Open Only to Single Family Offices

Time (PT) Event
8:00 a.m. Family Office Networking Breakfast
9:00 a.m. Opening Fireside Chat: The Future of Family Office Investing
9:30 a.m. Single Family Office Investments & Opportunities
Dina Said Dwyer, Founder & Managing Partner, Eden Capital
Marcia Nelson, Family Office President, Freedom Capital Markets
Vishal Verma, Managing Partner, Edgewood Ventures
Morgan Yaping Wang, Venture Partner, BHR Partners
10:30 a.m. Family Office Networking
11:00 a.m. Co-Investments: Strategies & Trends for 2023 and Beyond
(Optional) Open to SFOs, Independent Sponsors and Co-Investors
David Acharya, Managing Partner, Acharya Capital
Mike Shein, Founder & Managing Partner, CHIEF Capital
Andy Baldridge, Founder & Partner, Westward Partners
David Gershman, Partner and General Counsel, Trivest Partners
Rush Harvey, Director of Private Capital Advisory, Raymond James

All topics are subject to change. View the full DealMAX schedule at a glance.

Outside of this peer forum, experience the full power of DealMAX by building new relationships and efficiently sourcing new deal opportunities. Plan your connections in advance through ACG Access or find them in-person during the many sessions dedicated to dealmaking.

Package Details

  • $2,399 for ACG members
  • $2,949 for non-members*

So, who's going to be there?

Private Equity Professionals
Investment Bankers
Total Business Professionals
of Dealmakers Are Senior-Level

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