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Family Offices Share Allocation Models, Manager Selection Processes, and What They Look for in Emerging Managers
EMERGING MANAGER INVESTOR SUMMIT
June 12th, 2017 | NYC
THE EMERGING MANAGER SUMMITFordham University School of Law | June 12th
Dear Colleague,Our focus for this year's events is to promote a collaborative, relationship-building environment where family offices and institutional investors can share insights and resources, partner together on deals, and improve their operations with the help of their peers. We are hosting The Emerging Manager Investment Summit in New York City at Fordham University. The Emerging Manager Summit is your chance to network with 25+ family office speakers and 200+ attendees.
WHO WILL BE SPEAKING:The Emerging Manager Investor Summit features only those investors that are looking for younger or smaller managers that are eager to prove their potential. The speakers will share how they evaluate potential GPs, what they look for in an emerging manager, and what drives their allocation decisions.
WHO WILL BE ATTENDING:Our conferences attract institutional investors, family office executives, private equity dealmakers, investment fund managers, high-net-worth individuals, and a variety of family office industry participants. As always, family office executives are welcome to attend and take advantage of the free admission policy. Qualified family offices can sign up to attend for free here: http://FamilyOffices.com/FO
BENEFITS OF ATTENDING:The Emerging Manager Summit is your annual opportunity to meet family offices, network with peers in the family office industry, gain valuable insights on the market, and build real relationships that move the needle in your business.
• Build Your Network of Investors: Quickly add another dozen allocators to your relationship networkthrough the conference sessions, networking breaks, catered meals, and post-event cocktail hour.
• Hear from the Investors Who Allocate to Emerging Managers: Learn how institutional investors,family offices, institutional investment consultants and fund of funds evaluate fund managers and how youcan stand out to these LPs as an emerging manager.
• Focus on the Right Investor: Don’t waste your energy meeting LPs that won’t consider any emergingmanagers or have overly strict criteria. Spend your time at the only event featuring investors dedicated tofunding emerging managers and start-up funds.
WHY REGISTER TODAY?Our events sell out and seating is limited so register today to guarantee your spot. You can register online at http://FamilyOffices.com/Emerging or by giving us a call (305) 503-9077.
I look forward to seeing you at the event,
Richard C. Wilson Founder & CEO The Family Office Club | Wilson Conferences (305) 503-9077328 Crandon Blvd. Ste. #223Key Biscayne, Florida 33149
www.FamilyOffices.com/EmergingReservations (305) 503-9077
150 W 62nd St, New York, NY 10023
THE EMERGING MANAGER SUMMITFordham University School of Law | June 12th
SPEAKERS 150 W 62nd St, New York, NY 10023
Chris ReeseFermont Capital
Theodore O'BrienThe Miami Family Office
Michael Sury Indorus Holdings
Abigail LauferFerguson Family Office
David S. Upson IIICTC | myCFO
Christopher "Kit" Boyatt Lazard Asset Management
Paul GabrielSelect Investment Group
Richard BeleutzAlternative Investment
Resource
Geoff Keegan Creciente Partners
Simon Littlewood Li Family Office
David ZilkhaPrivate Family Office
John Sinclair Infusion Global Partners
Temple FennelKeller Enterprises
Richard C. WilsonThe Miami Family Office
Paul KangAltaCap
Michael NelsonEagle Bay Advisors
THE EMERGING MANAGER SUMMITFordham University School of Law | June 12th
SPEAKERS 150 W 62nd St, New York, NY 10023
Katherine BoasCarl Marks & Co.
David SachsStable Asset Management
Federico BenavidesBeamonte Investments
Michael FelmanMSF Capital Advisors
Candice BeaumontL Investments
Nathan McDonaldKeiretsu Capital
Anthony AnninoPerspecta Trust
Rebwar BerzinjiPericles Capital Advisors
Fadi EphtimiosGroup RMC
THE EMERGING MANAGER SUMMITFordham University School of Law | June 12th
AGENDA150 W 62nd St, New York, NY 10023
9:30 am
Check-In, Catered Breakfast & Open Networking
Opening RemarksRichard C. Wilson, Founder & CEO, The Family Office Club
Manager Selection and Portfolio Strategy in Emerging and Frontier Market Christopher "Kit" Boyatt, Director, Portfolio Manager/Analyst, Lazard Asset Management
Is Bigger Always Better? A Discussion on Fund Fees, Size, and PerformancePanelists: Geoff Keegan (Creciente Partners); Simon Littlewood (Li Family Office); David Zilkha (Private Family Office); John Sinclair (Infusion Global Partners); Richard Beleutz (Alternative Investment Resource)
An Analytical Approach to Selecting and Evaluating Alternative Managers Temple Fennel, Board Member, Investment Committee, Keller Enterprises
A Few Bad Apples: Selecting Strong Managers while Avoiding the Duds Panelists: David S. Upson III (CTC | myCFO); Paul Kang (AltaCap); Paul Gabrail (Select Investment Group)
Catered Lunch & Open Networking
Emerging Manager Infrastructure: Investor Feedback on Critical Infrastructure and Essential Services to Have in Place Regardless of Size Panelists: Michael Nelson (Eagle Bay Advisors); Chris Reese (Fermont Capital); Theodore O'Brien (The Miami Family Office)
Institutional Expectations: How Fund Managers Can Better Satisfy LPsMichael Sury, Executive Director, INDORUS Holdings
Fund Manager Seeding: How to Raise Seed Capital and Partner with Early-Stage InvestorsPanel Moderator: Abigail Laufer (Ferguson Family Office)Panelists: Katherine Boas (Carl Marks & Co.); Federico Benavides (Beamonte Investments); David Sachs (Stable Asset Management)
Breaking Through: What it Takes to Win Commitments and Achieve Escape VelocityPanelists: Michael Felman (MSF Capital Advisors); Candice Beaumont (L Investments); Nathan McDonald (Keiretsu Capital); Anthony Annino (Perspecta Trust)
9:45 am
10:00 am
10:45 am
11:00 am
12:00 pm
1:00 pm
1:45 pm
2:00 pm
2:45 pm
3:45 pm
5:45pm
8:30 am
Closing Remarks, Cocktail Reception & Open Networking
Close of Day
BOOKING FORM
DELEGATE 1
DELEGATE 2
BOOKING DETAILS
PAYMENT DETAILS
www.FamilyOffices.com
Charter Membership PassIncludes admission to all of our conferences and more benefits. ($299 Monthly)
The Emerging Manager Summit
Fordham University
NYC
June 12th
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Single Admission
2017 Event Series
Other Ways to RegisterYou can register online at FamilyOffices.com/Emerging or by contacting us at (305) 503-9077.
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1 Delegate - $995 3 Delegates - $2,650
2 Delegates - $1,795 5 Delegates - $3,975
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The Emerging Manager Summit | June 12th | NYC