Arthur’s RoundTable & Webinar Series

Welcome! We are postponing any in-person gatherings until it’s clear and legal to have gatherings in NYC due to the current COVID-19 epidemic. Probably a good idea!

Meanwhile, we are introducing a webinar series that has demonstrated some promise so far.

Examples here on the Family Office Insights YouTube Channel.

If you would like to apply for a Family Office Insights Investor Virtual Pitch Webinar/Teleconference, simply complete this intake for a faster response or send you pitch deck or executive summary to FOI via email.

Family Office Insights Investor Virtual Pitch Webinar/Teleconference if qualified standard fee: $2,000.00 with some partial subsidies available on a first come basis.

Family Office Insights Public Service Webinar/Teleconference relating to COVID-19: No charge.

Arthur’s RoundTable Series: Family Office Insights Entrepreneur Pitch Days. Impact, FinTech, Blockchain & Healthcare Awards

All entrepreneurs are welcome to apply here.

Arthur’s RoundTable Series: Family Office Insights Entrepreneur Pitch Days. Impact, FinTech, Blockchain & Healthcare Awards

  1. An all-day event in New York City held during the 1st and 3rd week of each month.
  2. 20-30 minutes investor pitch opportunity for each qualifying entrepreneur (only 10 qualifiers assigned per pitch day).
  3. Family Office Insights investor members in attendance (75-100 attending throughout the day).
  4. Qualifiers are welcome to attend for the entire day.
  5. Plenty of networking time with investors.
  6. Investor audience & panel of judges will select a winner for each day.
  7. Winner will be:
    • First place recognition & presented with the Arthur’s RoundTable Award.
    • First place emblem for use on your website and correspondence.
    • Access to the Family Office Insights community by being featured in the Family Office Insights Peer Insights Report Q&A published and emailed to over 22,000 Family Office Insights members.
    • Complimentary attendee ticket to the 2020 “family office only”, September 2020 Family Office Insights Impact Conference in New York City.

*While there is no application fees, if you are selected and would like to pitch, there is a nominal pitch participant fee.

If you would care to submit or nominate an opportunity, apply here. Sadly we cannot reply to all applicants. If you qualify, you will be notified directly via email of:

  1. Dates available for your pitch.
  2. Process in preparation for your pitch.
  3. Provide with a report on recommendations of how to pitch to family offices.

Family Office Insights is a deal flow community with over 22,000 subscribers, 5,000 family office members and HNW investors. 2500 are single family offices, of which 800+ are actively seeking deal flow. We receive more than 200 applications a month that largely comes from the 800 family offices. The community has many great opportunities that they share with their investing peers. The applicants seek to connect with family offices for capital, connectivity, business development and resources. Selection priorities: 1) how they were introduced, and 2) which ones would be most interesting to the FOI investing community. Apply early. Limited capacity.

Family Office Insights 2019

20 years

$110,000,000.00 successful allocations from Family Office Insights members in 2019!

22,000+ subscribers

5000+ Family Office Investors

3000+ Impact Investors

3000+ Block Chain, Digital Asset Investors

5000+ Private Equity Investors

3000+ Real Estate Investors

2000+ Attorneys and Accountants

3000+ Angel, Venture & Early Stage Investors


2500+ private single family offices

800+ private single family offices actively seeking deal flow

2475 applicants seeking to meet family office investors

230 qualifiers

104 pitch luncheons


Join us in 2020


Check out the  Peer Insight Report for Empire

NASDAQ Photo: Empire Software with Family Office Funding Challenge

Matthew Hoffman from Empire Software Taping on the NASDAQ with Family Office Funding Challenge

Matthew Hoffman from Empire Software Taping on the NASDAQ with Jane King and Arthur Bavelas

Empire Luncheon- pitching to Family Offices


“The FOI team put on a great luncheon for us! As inaugural winners for the Family Office Funding Challenge, we were pleasantly surprised how well organized and well-connected Arthur, Simeon and Lindsay were. They have a deep network of connections and were able to match us up with the appropriate people. Numerous attendees have already reached out to us who are interested in either investing or using our platform. Thank you to the FOI team for putting together a successful event. Good luck to the next winners — you’re in good hands! 

Matthew Hoffman & Brittany Nguyen


Family Office Funding Challenge, Winner #2: Breast Defense


Check out the  Peer Insight Report for BreastDefense

NASDAQ Photo: Breast Defense Software with Family Office Funding Challenge

Peter Blaney from Breast Defense Taping on the NASDAQ with Jane King and Arthur Bavelas

Breast Defense Luncheon- pitching to Family Offices

Breast Defense Luncheon- pitching to Family Offices


“Arthur’s team at Family Office Insights are an amazing crew.  They put their heart into their work.   They put me in touch with precisely the right people for my company.  They introduced me to the best strategic fit in North America for private equity investors, no small feat. Thank you sincerely for a fantastic job. 

Peter Blaney CEO SignPost”


Family Office Funding Challenge FAQs:

Who’s presented in the past?

A few Family Office Insights prior qualifiers and presenters.

What is the Family Office Insights model?

Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of over 20,000 family offices and other investors who have qualified for invitations to investor gatherings.

We accelerate the nexus of connectivity to family office investors who invest in your type of offering or opportunity. One can meet all these family offices without a FOI investor gathering. It just may take 2-3 years. We simply convene a group of FOI member family offices who are actively investing in your type of opportunity and choose to be pitched. They attend a private pitch arranged just for you at an intimate luncheon in New York City. We invite over 800+ primarily single-family offices with an invitation which includes a short interview that specifically explains your ask. You are the only presenter during a pitch luncheon from 12-2 PM. There are no other presenters and we provide you with all the contact information for the investors who attend. We are also able to expose your opportunity to 2000+ family offices and the 20,000+ FOI readership via our Peer Insights Report Q&A/short video. Examples here:

We do not accept success fees. We do not offer investment advice. And to be clear, we are not a broker dealer, Registered Investment Advisor or investment advisory firm nor do we accept fees of any kind relating to an investment in opportunities from investors or presenters.

“We strive to create a safe, private, curated environment where investors access deal flow that interests them and learn from their peers.” Arthur Andrew Bavelas, Founder Family Office Insights.

Alert & disclosure: The Coronavirus (COVID-19) has now been identified in New York City. During the outbreak of the virus, in order to protect the health of our friends members and staff, Family Office Insights, BavelasGroup LLC and all affiliates recommends that affected individuals limit their exposure to everyone including fellow members and staff. 

    Affected individuals include members, non-members, guests, general population and staff who exhibit Coronavirus symptoms (including but not limited to fever, cough and shortness of breath), may have been exposed to the Coronavirus, or who have recently traveled to countries affected by the Coronavirus.  Limiting exposure may include self-quarantining, avoiding common areas, and limiting close contact with others as much as possible.

    All are also encouraged to continue to engage in everyday preventative actions, including covering coughs and sneezes with a tissue, washing their hands often with soap and water for at least 20 seconds (or using hand sanitizer), and cleaning frequently touched surfaces and objects daily using a regular household detergent and water. We DO NOT assume or accept any responsibility for the negligence or any action or inaction of anyone. As is our standard policy, we will reschedule any service with best efforts issuing FOI services credit. There is a only services credit policy. Please note your choice to participate or interact in any way with anyone is you choice alone and you assume the responsibility thereof.