Join your Single Family Office peers for a morning of candid discussions, relationship building, industry insights and best practice sharing at DealMAX.
Invitation-Only: Single Family Office Peer Forum
Agenda
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?
Projecting…
1
Private Equity Professionals
1
Investment Bankers
$1B
Total Business Professionals
$1B
of Dealmakers Are Senior-Level
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