5th Annual Single Family Office Summit 2018 | The Family Office Club | 23 March 2018 | The Edison Ballroom, 240 W 47th St, New York, NY 10036, USA

The annual Single Family Office Summit features 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 450+ 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.

2018 Speakers

Jason Young
GIC Special Investment

Mitzi Perdue
Perdue Farms

Avi Gelboim
Scher Capital Management

Neil Wolfson
SF Capital Group

Stephen Goodman
Mid Atlantic Bio Angels

Geoffrey Keegan
Creciente Partners

Katherine Zamsky
Besyata Investment Group

Alan Snyder
Shinnecock Partners

Stephen Wall
Team JMC

Federico Benavides
Beamonte Investments

Paul Kang
Alta Capital Group

Adi Divgi
EA Global

David Zilkha
Private Family Office

David Weiss
Rebel Rebel Capital

Katherine Boas
Carl Marks & Co.

Sasha Bernier
Cheltenham Enterprises

Christopher Harrison
Falconwood Corp.

Armando Soto
Isaac Capital

Vaughn Brock
Veritas

Ziad Moukheiber
Boston Harbor Angels

Wendy Craft
Favara

Fadi Ephtimios
Group RMC

Richard Wilson
The Family Office Club

Skip Motsenbocker
Floris Capital Management

Ira Perlmuter
T5 Equity Partners

Carlos Imery
IP Family Office

Matthias Boizard
Fiducial

Brian DeLucia
Arrivato

Irwin Boris
Heritage Capital Group

Jake Thomas
CTI Partner

Clint Arthur
Clint Arthur

Richard Beleutz
Alternative Investment Resource

Oren Sadiv
TERAGroup

William Schoenbach
AON

Cynthia Thompson
Urban Seed Inc.

Michael Huber
Lavien Group, LLC

Charles Sells
The PIP Group

2018 Sponsors

• Black River Technologies Inc.
• CTI Partner
• Eze Castle Integration
• Alternative Investment Resource
• Clint Arthur
• Benesch
• Lavien
• TeraGroup
• Tricor
• Urban Seed
• American Airlines
• Prototerra
• PIP Group

MEDIA PARTNERS:
• Upstate Capital
• Hedge Connection
• The Land Report
• CAIA