Generated by All in One SEO v4.9.8, this is an llms.txt file, used by LLMs to index the site. # Family Office Insights A collaborative, peer-to-peer network of single Family Offices and ultra high net worth investors. ## Sitemaps - [XML Sitemap](https://familyofficeinsights.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Pages - [FOI](https://familyofficeinsights.com/) - [Intro](https://familyofficeinsights.com/intro/) - Family Office Insights Built around qualified relationships. Connect with curated opportunities, share insights, and collaborate with trusted peers in a secure environment. Request to Join [introduction] FIO is a community of single family offices, qualified investors, and institutional investors. Podcasts [scroll down] - [FOI](https://familyofficeinsights.com/foi/) - Family Office Insights Built around qualified relationships. Connect with curated opportunities, share insights, and collaborate with trusted peers in a secure environment. Request to Join [introduction] FIO is a community of single family offices, qualified investors, and institutional investors. Podcasts [scroll down] - [Dashboard](https://familyofficeinsights.com/home/) - [Reviews](https://familyofficeinsights.com/about/reviews/) - Just a few of the many unedited reviews from past participants in FOI gatherings: FAMILY OFFICE INSIGHTS WEBINAR SERIES Are you an extraordinary entrepreneur, business or service? To meet family offices go HERE. Hi Arthur, It’s been great working with you on the webinars over the past year and I’m looking forward to doing - [Meet Family Offices & View Prior Webinars](https://familyofficeinsights.com/arthursrountableseries/) - Family Office Insights -Arthur's Round Table Pitch & Luminary Series Welcome and thank you for kindly visiting today! View prior webinars here: Family Office Insights YouTube Channel We have postponed any in-person gatherings until it's safe and legal to have gatherings in NYC. As it turned out, it was a good idea! For now, here - [About Family Office Insights](https://familyofficeinsights.com/about/) - WHAT IS FAMILY OFFICE INSIGHTS? Private Is Power - Family Office Insights is a private invitation only, collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Why Family Office Insights? RADICAL TRANSPARENCY EVERYONE HAS AN AGENDA “Where one stands, often depends on where one sits” Family Office Insights agenda: to grow - [Say Hello to Family Office Insights](https://familyofficeinsights.com/contact-us/) - 5 Penn Plaza, New York, NY 10001 917.830.5285 Email : Your Name (required) Your Organization Name (required) Your Email (required) Subject Your Message - [Peer Insights Report](https://familyofficeinsights.com/peer-insights-report/) - [Family Office Investor Community in New York City, NY](https://familyofficeinsights.com/home/family-office-investor-gatherings/) - Family Office Insights is here to help. Contact us to learn more about our family office investor community in the New York City NY, area. - [PriceCoin](https://familyofficeinsights.com/pricecoin/) - Thank you for being part of the Family Office Insights family. We are sooo grateful! And you, and us are sooo lucky! Family Office Insights/PriceCoin travel site is live. 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The members of the peer-to-peer investor community are family offices and investors who have voluntarily “opted-in” to the Family Office Insights community often referred by others in the community. How it works: Family Office Insights organizes and hosts facilitated sessions for small private groups, designed to foster meaningful relationships and collaborations between - [Co-Investment Opportunities](https://familyofficeinsights.com/home/co-investment-opportunities/) - For over 15 years Family Office Insights & The Bavelas Group has curated learning environments that have facilitated innumerable relationships among investors and family office peers. It turns out that gathering and sharing ideas that enhance current and future wealth is a good idea. 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("Family Office Insights") operates FamilyOfficeInsights.com and may operate other websites. It is Family Office Insights' policy to respect your privacy regarding any information we may collect while operating our websites. WEBSITE VISITORS Like most website operators, Family Office Insights collects non-personally-identifying information of the sort that web browsers and - [Invitation to Family Office Insights](https://familyofficeinsights.com/private-invitation/) - WHAT IS FAMILY OFFICE INSIGHTS? Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Feel free to explore Family Office Insights community as you wish. Welcome! Your friends at Family Office Insights - [Log In](https://familyofficeinsights.com/log-in/) - Log InForgot Password?[wppb-login][wppb-recover-password] - [Gathering Inquiry](https://familyofficeinsights.com/gathering-inquiry/) - If you care to discover if the Family Office Insights community would be interested in your firm as a solo presenter at an investor gathering, make sure your listing is complete and then submit the form below. - [View Listing](https://familyofficeinsights.com/home/view-listing/) - [Edit Account](https://familyofficeinsights.com/home/account/) - [wppb-edit-profile form_name="others-edit"] - [Registration Approval](https://familyofficeinsights.com/registration-approval/) - Thank you for your submission. Your registration is being reviewed. You will not have full investor access on Family Office Insights until your account has been approved by an administrator. You will be notified by email when your account status changes. ## RSVP Events - [Form:Default](https://familyofficeinsights.com/rsvpmaker/formdefault/) - First Name: Last Name: Email: Note: - [Meet NeuroRx. Recognized as startup of the year by the Israeli Biotechnology Association and Israel’s Office of the Chief Scientist.](https://familyofficeinsights.com/rsvpmaker/meet-neurorx-recognized-as-startup-of-the-year-by-the-israeli-biotechnology-association-and-israels-office-of-the-chief-scientist-2017-6-6/) - Who should attend: Single Family Office investors and HNW investors, and strategic investors. What: Opportunity to participate in preferred stock financing. More than $11 million has already been funded in this round, including lead head fund investor, C-Health led by the former President of Teva, and other family offices and HNW individuals. NeuroRx was recognized as startup of the year by the Israeli Biotechnology Association and Israel’s Office of the Chief Scientist. - [Family Office Insights luncheon. 5.18.2017. Carii presenting.](https://familyofficeinsights.com/rsvpmaker/family-office-insights-luncheon-5-18-2017-carii-presenting-2017-5-18/) - Carii. The first end-to-end digital platform for creating branded connected communities and deepening engagement and relationships – on both web and mobile apps." Who: Single Family Office investors, HNW investors, Institutional and Strategic investors. - [Family Office Insights luncheon - ECHO Payment Systems](https://familyofficeinsights.com/rsvpmaker/family-office-insights-luncheon-echo-payment-systems-2017-3-29/) - What: This is an opportunity to participate in a Series-A-Round financing for a Fintech payment company with conservatively projected net revenue of over $100MM in five years. The company is actively sought out by financial institutions, global foreign exchange companies, check cashers, tax preparation services, and Fintech innovators all looking for ECHO to help them create the next “PayPal” or “Venmo” market breakthrough. ECHO is an established Financial Technology (Fintech) company with a world class executive team that is uniquely qualified to help organizations develop customized physical, virtual and mobile payment applications. Who should attend: Single Family Office investors, HNW investors, Institutional and Strategic investors. - [Family Office Insights luncheon with Brabble](https://familyofficeinsights.com/rsvpmaker/family-office-insights-luncheon-with-brabble-2017-3-23/) - Brabble, an Internet technology company that combines a social media platform with e-commerce via intellectual property. Who Should Attend: Single Family Office investors, HNW investors, Institutional and Strategic investors. What: Opportunity to participate in a round of Capital Financing of common stock. Almost $8 million has been raised to date privately. The current investment opportunity is for a new round of capital where we have begun to raise privately, as well as our first institutional investment group which has issued an LOI of $500k to join in this round in addition to them referring their network of family offices and HNW individuals to us. We are seeking an additional $4 million that will directly impact our growth and revenue over the next twelve months. - [Reminder: Family Office Insights Luncheon](https://familyofficeinsights.com/rsvpmaker/reminder-family-office-insights-luncheon-2017-1-19/) - Who should attend: Single Family Office investors, HNW investors, Institutional and Strategic investors. What: Opportunity to participate in preferred stock financing. CogWellin is 6 months away from its launching its phase 1 trial for its Alzheimer’s disease drug. The founder has over 30 years of experience treating Alzheimer’s and has run all the clinical trials for Alzheimer’s drugs in the past 20 years, which allows CogWellin to complete the phase 1 proof-of-concept at a large discount. CogWellin is a privately held clinical stage pharmaceutical company developing an effective drug and diagnostic to treat Alzheimer’s disease and other inflammatory-related ailments. Alzheimer’s disease is a significant, difficult-to-diagnose medical need, and a breakthrough disease-modifying Alzheimer’s drug could have a market over $20 billion. Alzheimer’s disease is the sixth leading cause of death in the United States, costing the nation $236 billion in 2016. Arthritis affects more than 50 million people in the nation, and is characterized by inflammation. A product pipeline targeting both Alzheimer’s and inflammation could capture a multibillion dollar market. - [Reminder: Family Office Insights Lifestyle Investor gathering](https://familyofficeinsights.com/rsvpmaker/reminder-family-office-insights-lifestyle-investor-gathering-2016-12-13/) - What: Opportunity to invest in Vanguard Moto Inc. $10.7 million Series A Preferred Equity raise. Vanguard Moto Inc. is a premium motorcycle design and manufacturing company looking to disrupt the premium motorcycle market with a contemporary design and a modular assembly process. The Company is based in the Brooklyn Navy Yard where its motorcycles are designed and assembled. Who Should Attend: Single and Multi-Family Office investors, HNW investors, Institutional and Strategic investors. - [Reminder: Lung Therapeutics leverages $27M in non-dilutive NIH grant funding to develop game-changing solutions for lung-related fibrosis](https://familyofficeinsights.com/rsvpmaker/reminder-lung-therapeutics-leverages-27m-in-non-dilutive-nih-grant-funding-to-develop-game-changing-solutions-for-lung-related-fibrosis-2016-12-8/) - Who should attend: Single Family Office investors, HNW investors, Institutional and Strategic investors What: Opportunity to participate in Series B round of funding of up to $9M. $3.2M has already been funded in this round primarily by Series A investors, including lead investor Bios Partners and an SPV made up mostly of family offices and HNW individuals. Lung Therapeutics leverages more than $27M in non-dilutive NIH grant funding and has significant interest from big pharma for its fibrosis related assets. Fibrosis is one of the hottest areas in pharma right now, with increasing M&A activity related to promising drugs, even at an early stage. - [Reminder First Look Opportunity: “Access Tomorrow’s Equity Today.”](https://familyofficeinsights.com/rsvpmaker/reminder-first-look-opportunity-access-tomorrows-equity-today-2016-11-10/) - Who should attend: Single Family Office investors, HNW investors, Institutional and Strategic investors What: Opportunity to invest in the Vistia-managed real estate vehicle (capped at $60mm) as well as participate in $1.5mm investment round in the Vistia Group LLC operating company. - [Family Office Insights Investor Luncheon, learn how to capitalize on mispricing in the life insurance industry to create wealth generation strategies and above market fixed income returns.](https://familyofficeinsights.com/rsvpmaker/family-office-insights-investor-luncheon-learn-how-to-capitalize-on-mispricing-in-the-life-insurance-industry-to-create-wealth-generation-strategies-and-above-market-fixed-income-returns-2016-9-13/) - What: Capitalize on mispricing in the life insurance industry to create wealth generation strategies and above market fixed income returns. Who Should Attend: Single Family Office investors, HNW investors - [Investor Luncheon with J. Todd Morley, founder and Chairman of G2 Investment Group](https://familyofficeinsights.com/rsvpmaker/investor-luncheon-with-j-todd-morley-founder-and-chairman-of-g2-investment-group-2016-7-12/) - What: Opportunity to invest in G2 Investment Group Holding Company’s Series A. Use of proceeds is to capitalize new and existing growth opportunities. In addition, we will offer a $15mm friends and family round in our SaaS driven investment platform. Who Should Attend: Single Family Office investors, HNW investors, Institutional and Strategic investors. - [Investor Luncheon with  income real estate veteran, Amit Goenka of Nisus Finance](https://familyofficeinsights.com/rsvpmaker/investor-luncheon-with-income-real-estate-veteran-amit-goenka-of-nisus-finance-2016-7-7/) - Who Should Attend: Single Family Office investors, HNW investors, fixed income, real estate and strategic investors. What: First time unique opportunity for US investors to invest in India Yield Max Fund, a portfolio of senior secured short and medium term hard cash loan bonds and covered bonds issued by reputed real estate development firms in India. Bonds are securitized by over 2x in free cash flows and 2x in liquid-able assets of late state residential projects in key micro markets in India. Limited participation window for global investors to co-invest into a diversified bond portfolio with an average tenure of 2 years, fixed IRRs of nearly 18% p.a.in INR (fully hedged USD IRR of ~14%) with high collateral value. - [Investor Luncheon with Broad Reach Retail Partners, LLC](https://familyofficeinsights.com/rsvpmaker/investor-luncheon-with-broad-reach-retail-partners-llc-2016-6-30/) - Who Should Attend: Single Family Office investors, HNW investors, real estate and strategic investors. What: Opportunities to invest with Broad Reach Retail Partners, LLC, a fully integrated commercial real estate firm specializing in acquiring and creating value in Necessity Anchored Shopping Centers located on the east coast and Midwestern markets. We are excited to welcome Broad Reach Retail Partners, LLC. - [Investor Luncheon with Silicon Valley Associates Impact I Fund](https://familyofficeinsights.com/rsvpmaker/investor-luncheon-with-silicon-valley-associates-impact-i-fund-2016-6-16/) - Who Should Attend: Single and Multi-Family Office investment decision makers What: Opportunity to participate in a new venture fund, Silicon Valley Associates Impact I Fund with an investment mandate of Socially Responsible Investments (SRI) in market segments with breakaway dynamics and having a positive global social impact. Family Office Insights Investor Luncheon to be held on Thursday, June 16th at the offices of RSM US LLP 1185 Avenue of the Americas Suite 500, New York, NY. We are excited to welcome Garrett Van Wagoner, General Partner Silicon Valley Associates. - [Investor Luncheon with Celebrated 40 Year Real Estate Veteran, Nelson C. Rising, Rising, LLC. a Fully Integrated Commercial Real Estate Firm](https://familyofficeinsights.com/rsvpmaker/family-office-insights-investor-luncheon-with-celebrated-40-year-real-estate-veteran-nelson-of-rising-llc-a-fully-integrated-commercial-real-estate-firm-2016-6-9/) - Who Should Attend: Single Family Office investors, HNW investors, real estate and strategic investors. What: Opportunities to invest in Rising, LLC, a fully integrated commercial real estate firm specializing in finding and investing in value-add opportunistic deals in coastal California markets. - [Investor Luncheon with Forever, Inc., the world’s first and only permanent online media storage and sharing service.](https://familyofficeinsights.com/rsvpmaker/investor-luncheon-with-forever-inc-the-worlds-first-and-only-permanent-online-media-storage-and-sharing-service-2016-5-24/) - Who Should Attend: Single and Multi-Family Office and middle to later stage investors What: Opportunity to participate in the $12.2 million Series B-1 fundraise ($7.5 million already closed) with final closing by June 30th. Transformative global consumer internet platform play with substantial market traction and proven Founder & CEO. - [Investor luncheon with Engineered Tax Services, Inc.](https://familyofficeinsights.com/rsvpmaker/investor-luncheon-with-engineered-tax-services-inc-2016-5-18/) - Gain a better understanding of specialty tax opportunities designed to maximize return on investment for commercial real estate investors. - [Opportunity to invest with Zootly, a technology company that is addressing a number of challenges facing the traditional moving and logistics business.](https://familyofficeinsights.com/rsvpmaker/opportunity-to-invest-with-zootly-2016-4-14/) - Meet George Colwell, CEO of Zootly to discuss how this technology company is transforming the traditional moving and logistics industry with a collaborative economy model powered by innovative technology– greatly improving the customer service experience while solving the moving industry’s underutilization issues. - [Opportunity to participate in the early stage fundraise of an enterprise SaaS company now in beta, WealthRamp, Inc., raising up to $2M](https://familyofficeinsights.com/rsvpmaker/opportunity-to-participate-in-the-early-stage-fundraise-of-an-enterprise-saas-company-now-in-beta-wealthramp-inc-raising-up-to-2m-2016-4-7/) - Who Should Attend: Single and Multi-Family Office and early stage investors. - [Opportunistic Multifamily Development Fund](https://familyofficeinsights.com/rsvpmaker/opportunistic-multifamily-development-fund-2015-10-7/) - Rescore: Opportunistic Multifamily Development Fund Sponsored by Encore Capital Management ("Encore"), a vertically integrated real estate development and investment firm. - [OCSiAl (Single-Walled Carbon Nanotubes)](https://familyofficeinsights.com/rsvpmaker/ocsial-single-walled-carbon-nanotubes-2015-12-8/) - Who should attend: UHNW individuals, Accredited Investors, Single Family Offices , materials companies, PE and Hedge Funds. What: Investment opportunity in OCSiAl, a Luxembourg-registered global disruptive technology company producing Single-Walled Carbon Nanotubes at previously unprecedented quantity, quality and price, poised to transform the global materials industries. - [Tax-Efficient Investing -- How Ultra-Affluent U.S. Tax Payers Are Positioning Their Assets in the Current Tax Environment](https://familyofficeinsights.com/rsvpmaker/tax-efficient-investing-how-ultra-affluent-u-s-tax-payers-are-positioning-their-assets-in-the-current-tax-environment-2015-9-17/) - Winged Keel Group Principals Michael Liebeskind and Aaron Abrahms on Tax-Efficient Investing -- How Ultra-Affluent U.S. Tax Payers Are Positioning Their Assets in the Current Tax Environment Who Should Attend: Single and Multi-Family Office Investors What: An opportunity to hear an introduction to Private Placement Variable Annuities (PPVA) and Private Placement Variable Universal Life (PPVUL) Investment Accounts as well as the rules around Insurance-Dedicated Funds (IDFs). Winged Keel Group Principals Michael Liebeskind and Aaron Abrahms will lead the presentation and accompanying dialogue. - [Eastern Point Capital Management](https://familyofficeinsights.com/rsvpmaker/eastern-point-capital-management-2015-9-10/) - What: Opportunity to invest with Eastern Point Capital Management, a global emerging market equity manager that specializes in sourcing small local emerging market equity funds. Ethan Spencer, Founder and PM, will be presenting Who Should Attend: Single and Multi-Family Office investors - [Worth Venture Partners](https://familyofficeinsights.com/rsvpmaker/worth-venture-partners-2014-1-14/) - Emerging manager selection optimized via hybrid structure of: -direct investment founder share classes -experienced operations and due diligence talent -principle protection option available -single fee layer Summary · NY-based February 2014 hedge fund launch founded by Abby Flamholz and David Wertentheil · Principals have strong backgrounds in building and managing successful businesses. · Offers a - [RD Legal Capital](https://familyofficeinsights.com/rsvpmaker/rd-legal-capital-2014-1-28/) - Featured Presenter: Founder of RD Legal Capital, Roni Dersovitz, JD & Katarina Markovic Attached firm & strategy detail. Who should Attend? Qualified Investors, Single Family Offices, Multi Family Offices interested in learning about RD legal Partners. - [Investing in New Urban America](https://familyofficeinsights.com/rsvpmaker/investing-in-new-urban-america-2015-9-9/) - Family Office Insights Manager Luncheon, Investing in New Urban America, Kite & Key Realty Group, Tuesday September 9th 2014: 12pm to 2pm. Torreya Partners Townhouse - [Arel Capital](https://familyofficeinsights.com/rsvpmaker/arel-capital-2015-4-4/) - Subject: Family Office Insights Tuesday March 4th, 2014 Manager Luncheon. Buying mid-sized real-estate multifamily residential properties, Arel Capital - [Thor Equities](https://familyofficeinsights.com/rsvpmaker/thor-equities-2015-3-24/) - Who Should Attend: Single and Multi-Family Office investors. What: Opportunities to invest with Thor Equities LLC, a multifaceted international real estate development company that specializes in value-added investments in mixed-use urban developments in the United States, Europe, and Latin America. Ike Sutton Presenting. Ike Sutton is brother in law to Joe Sitt, Thor Equities CEO. Ike is responsible for overseeing the teams that manage all our high net worth and family office investors at Thor. Ike will be giving an exciting presentation on Thor, a Global Industry leader in Real Estate. - [Driskill Energy Partners of Dallas Texas](https://familyofficeinsights.com/rsvpmaker/driskill-energy-partners-of-dallas-texas-2015-4-2/) - Who Should Attend: Single and Multi-Family Office investors. What: Direct investment opportunities with Driskill Energy Partners is a group based in Dallas Texas that has created a partnership focused purely on special situations investing in the E&P space. - [Malabar Investments](https://familyofficeinsights.com/rsvpmaker/malabar-investments-2015-5-13/) - Who Should Attend: Single and Multi-Family Office investors. What: Opportunities to invest with Malabar Investments LLC, an India based and focused public equity manager. Malabar specializes in making investments in small and mid-sized Indian equities and follows a ‘value’ approach. - [RealConnex](https://familyofficeinsights.com/rsvpmaker/realconnex-2015-5-28/) - Who Should Attend Single and Multi-Family Office investors. PE Funds & Investors What: An opportunity to learn about and invest in RealConnex - one of the industries stars. - [Gideon Rothschild. Esq.](https://familyofficeinsights.com/rsvpmaker/gideon-rothschild-esq-2015-6-25/) - Who Should Attend: High Net Worth Clients of Single and Multi-Family Offices What: An opportunity to learn about the effective uses and benefits of dynasty trusts to preserve family wealth Overview: Traditional estate planning is focused on tax minimization and fails to adequately consider preserving and protecting the wealth from the ravages of divorce. litigation and predators. This session will explore how the modern day uses of trusts can provide such protection and, most importantly, provide flexibility in their administration. - [Dot Capital](https://familyofficeinsights.com/rsvpmaker/dot-capital-2015-7-9/) - Who Should Attend: Single and Multi-Family Office investors. What: Opportunity to invest with an experienced VC investor in a tried and true technology enabled business called Lyric Financial. - [Anato Investment Group, LLC](https://familyofficeinsights.com/rsvpmaker/anato-investment-group-llc-2015-8-11/) - Who Should Attend: Single and Multi-Family Office investors and asset allocators. What: Opportunity to invest in Anato Opportunity Fund I, LP, a California based fund, managed by Anato Advisory Services, LLC (“Anato”). Anato is an innovative, alternative investment management company focusing on extracting value from anomalies within the structured product markets. Anato specializes in identifying and creating asymmetric opportunities and capitalizing on inefficiencies. Anato’ s comprehensive analysis of deal structure, asset cash-flows (past and postulated future) and legal intricacies provides greater insight in the identification of opportunities. One such example is the collapsing of seasoned mortgage-backed securitizations with the goal of recognizing an arbitrage between the cost of calling the deal and the value of the underlying assets. Equanimous is the extraction of deal arbitrage from mis-valued, mis-modeled or un-modeled assets. Bret Ackerman presenting: Bret founded Anato and is the Fund’s portfolio manager. Bret is part of Anato’ s investment team and wears the hat of risk manager. Bret will be sharing his insights on taking a ‘banking’ approach to investing in structured products. - [Rescore](https://familyofficeinsights.com/rsvpmaker/rescore-2014-10-7/) - Who should attend: Qualified Investors, Single Family Offices, Multi Family Offices. Rescore: Opportunistic Multifamily Development Fund - [Zeo Capital Advisors](https://familyofficeinsights.com/rsvpmaker/zeo-capital-advisors-2014-6-24/) - Manager luncheon for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. Zeo aims to provide an absolute return risk profile that seeks to beat inflation by an attractive margin in a straightforward portfolio. - [Arel Capital](https://familyofficeinsights.com/rsvpmaker/arel-capital-2014-3-4/) - Manager luncheon for Qualified Investors, SFO's and MFOs Buying real-estate assets, with an emphasis on mid-sized ($10-$50 million) multifamily residential properties, Arel Capital - [Strategic Group of Companies](https://familyofficeinsights.com/rsvpmaker/family-office-insights-thursday-march-13th-2014-luncheon-understanding-tax-mitigation-alternatives-that-are-green-sustainable-socially-responsible-ricky-b-novak-managing-partner-of-the-strategic-2014/) - Luncheon for Qualified Investors, SFO's and MFOs, CPA's, Attorney's and other HNW Advisors Understanding Tax Mitigation Alternatives that are Green, Sustainable & Socially Responsible Ricky B. Novak Managing Partner of the Strategic Group of Companies - [Women Entrepreneur Business Opportunity Fund](https://familyofficeinsights.com/rsvpmaker/women-entrepreneur-business-opportunity-fund-2014-6-17/) - SPRINGBOARD FUND: Women Entrepreneur Business Opportunity Fund. Presentation with Kay Koplovitz: Founder, USA Network, sold for $4.5 billion in 1998 - [LIQS Cocktail Shot](https://familyofficeinsights.com/rsvpmaker/liqs-cocktail-shot-2014-12-10/) - Direct Deal Cocktail Reception Who should attend: Accredited Investors, Single Family Offices, Multi Family Offices. What: LIQS Cocktail Shot is the world’s first premium, portable liquor shot. Founded in January 2013 by Harley Bauer and Michael Glickman, the mission is to combine the essence of a fresh cocktail with the convenience of a ready-to-drink shot that provides consumers with a high-quality, naturally flavored 'Cocktail Shot' that can be enjoyed anywhere, anytime. The brands tagline is "No Bartender? No Problem!" - [Varadero Treetop Affordable Communities Fund](https://familyofficeinsights.com/rsvpmaker/varadero-treetop-affordable-communities-fund-2014-12-2/) - Who should attend: Accredited Investors, Single Family Offices, Multi Family Offices. What: Varadero Treetop Affordable Communities Fund, a private equity fund which will invest in HUD Project-Based Section 8 properties, a Socially Responsible Investment which will benefit the impacted communities. - [Armadillo Financial Fund LP](https://familyofficeinsights.com/rsvpmaker/armadillo-financial-fund-lp-2014-9-18/) - Manager presentation, for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. Investing in direct lending strategy which primarily provides financing to plaintiff law firms engaged in medical mass tort litigation. - [Wellesley Pharmaceuticals, LLC](https://familyofficeinsights.com/rsvpmaker/wellesley-pharmaceuticals-llc-2014-9-12/) - Direct deal presentation, for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. - [Paxerol™ Introduction - An Unmet Medical Need](https://familyofficeinsights.com/rsvpmaker/paxerol-introduction-an-unmet-medical-need-2014-8-28/) - Direct deal presentation, for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. Located at Torreya Partners Townhouse (Our friend John Bradley kindly hosting) - [Pacific GeneTech](https://familyofficeinsights.com/rsvpmaker/pacific-genetech-2014-6-12/) - Direct Deal presentation, for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. - [EJF Capital LLC](https://familyofficeinsights.com/rsvpmaker/ejf-capital-llc-2014-6-10/) - The EJF Financial Services Manager Wine Reception and Presentation. - [The Baobab Fund](https://familyofficeinsights.com/rsvpmaker/the-baobab-fund-2014-6-3/) - Manager luncheon for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. The Baobab Fund invests in long/short emerging and frontier market natural resource ideas. - [Vontobel Swiss Wealth Advisors](https://familyofficeinsights.com/rsvpmaker/vontobel-swiss-wealth-advisors-2014-5-20/) - Manager Luncheon. Dedicated to US investors, Vontobel Swiss Wealth Advisors represents one of the select few Swiss financial institutions which was specifically established to meet the legal and regulatory requirements of investors who are US citizens or residents. - [Terra Verde Capital](https://familyofficeinsights.com/rsvpmaker/2-20-2014-manager-luncheon-sustainability-infrastructure-water-environmental-terra-verde-capital-2014-2-20/) - Manager luncheon for Qualified Investors, SFO's and MFOs Sustainability, Infrastructure, Water & Environmental, Terra Verde Capital - [Ironshield Capital Management LLP](https://familyofficeinsights.com/rsvpmaker/family-office-insights-friday-march-14th-2014-manager-luncheon-buying-liquid-stressed-and-distressed-european-corporate-credit-ironshield-capital-management-llp-seeing-strong-inflows-from-us-singl-201/) - Manager luncheon for Qualified Investors, SFO's and MFOs Buying liquid stressed and distressed European corporate credit, Ironshield Capital Management LLP, Seeing strong inflows from US single and multi-family offices. - [Atlantic Creek Real Estate Partners, LLC](https://familyofficeinsights.com/rsvpmaker/family-office-insights-thursday-march-27th-2014-manager-luncheon-commercial-real-estate-opportunistic-and-special-situations-fund-targeting-off-market-office-ap-2014-3-27/) - Manager luncheon for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. Commercial real estate “opportunistic” and “special situations” fund targeting off market, office, apartment, and retail property assets located in high barrier-to-entry markets. - [Key Property Services](https://familyofficeinsights.com/rsvpmaker/family-office-insights-tuesday-april-8th-2014-manager-luncheon-buying-distressed-homes-rehabilitating-them-leasing-them-and-selling-them-key-property-services-has-raised-and-liquidated-9-previou-2014/) - Manager luncheon for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. Buying distressed homes, rehabilitating them, leasing them, and selling them. Key Property Services has raised and liquidated 9 previous funds, generating 71.3% returns (IRR) on average. - [Calixto Global Master Fund](https://familyofficeinsights.com/rsvpmaker/calixto-global-master-fund-2014-5-8/) - Manager luncheon for Qualified Investors, SFO's and MFOs, pensions, endowments and institutional wealth managers. You are welcome as our guest. Calixto Global Investors was founded by Eduardo Costa. His investment philosophy and processes have been honed at institutions including Lazard Asset Management, Shumway Capital, Carlyle and most recently as Director of Research at JAT Capital Management ## Forms - [RSVP Now! button template](https://familyofficeinsights.com/rsvpmaker_form/rsvp-now-button-template/) - RSVP Now! ## RSVP Email Newsletters and Notifications - [Confirmation:523](https://familyofficeinsights.com/rsvpemail/confirmation523/) - Thank you! - [Confirmation:466](https://familyofficeinsights.com/rsvpemail/confirmation466/) - Thank you! - [Confirmation:479](https://familyofficeinsights.com/rsvpemail/confirmation479/) - Thank you! - [Confirmation:485](https://familyofficeinsights.com/rsvpemail/confirmation485/) - Thank you! - [Confirmation:490](https://familyofficeinsights.com/rsvpemail/confirmation490/) - Thank you! - [Confirmation:529](https://familyofficeinsights.com/rsvpemail/confirmation529/) - Thank you! - [Confirmation:464](https://familyofficeinsights.com/rsvpemail/confirmation464/) - Thank you! 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- [Confirmation:9505](https://familyofficeinsights.com/rsvpemail/confirmation9505/) - Thank you! - [Confirmation:Default](https://familyofficeinsights.com/rsvpemail/confirmationdefault/) - Thank you! ## Downloads - [PIR Vol 2 Issue 2 - Seven Principles for Investment Managers Who Want to Attract Family Office Investors](https://familyofficeinsights.com/download/pir-vol-2-issue-2-seven-principles-for-investment-managers-who-want-to-attract-family-office-investors/) - [04 03 - Kwang Peng Sim of KPS Advisors LLC](https://familyofficeinsights.com/download/04-03-kwang-peng-sim-of-kps-advisors-llc/) - [04 05 - Myk Likhov of Modern OM](https://familyofficeinsights.com/download/04-05-myk-likhov-of-modern-om/) - [04 04 - Richard Leibovich of Arel Capital](https://familyofficeinsights.com/download/04-04-richard-leibovich-of-arel-capital/) - [03 29 - Adam Tantleff of Madison Realty Capital](https://familyofficeinsights.com/download/03-28-adam-tantleff-of-madison-realty-capital/) - [03 27 - Henley Smith of Vanderbilt Avenue Asset Management](https://familyofficeinsights.com/download/03-27-henley-smith-of-vanderbilt-avenue-asset-management/) - [03 20 - Q&A with Maximilian Kogler of Da Vinci Media Ventures](https://familyofficeinsights.com/download/03-20-qa-with-maximilian-kogler-of-da-vinci-media-ventures/) - [03 28 - Danielle Grace Warren & Wickham Boyle of Just Shea](https://familyofficeinsights.com/download/03-28-danielle-grace-warren-wickham-boyle-of-just-shea/) - [03 26 - Q&A with Melissa Rubin Real Estate Expert](https://familyofficeinsights.com/download/03-26-qa-with-melissa-rubin-real-estate-expert/) - [03 25 - Q&A with Seol Park of SPARK+](https://familyofficeinsights.com/download/03-25-qa-with-seol-park-of-spark/) - [03 21 - Q&A with Howard Geller at Hudson Peak Group](https://familyofficeinsights.com/download/03-21-qa-with-howard-geller-at-hudson-peak-group/) - [03 23 - Q&A with Bob Lorenzo at Tiger 21](https://familyofficeinsights.com/download/03-23-qa-with-bob-lorenzo-at-tiger-21/) - [03 22 - Q&A with Mary Kopczynski Founder of 8of9](https://familyofficeinsights.com/download/03-22-qa-with-mary-kopczynski-founder-of-8of9/) - [03 19 - Q&A with Joan Hornig Founder of Joan Hornig Jewelry](https://familyofficeinsights.com/download/03-19-qa-with-joan-hornig-founder-of-joan-hornig-jewelry/) - [03 12 - Q&A with Roy Abrams CEO of RealConnex](https://familyofficeinsights.com/download/03-12-qa-with-roy-abrams-ceo-of-realconnex/) - [03 16 - Q&A with Ethan Spencer Founder of Eastern Point Capital Management](https://familyofficeinsights.com/download/03-16-qa-with-ethan-spencer-founder-of-eastern-point-capital-management/) - [03 18 - Q&A with Kim Normand Feinberg CEO Tomorrow Trust](https://familyofficeinsights.com/download/03-18-qa-with-kim-normand-feinberg-ceo-tomorrow-trust/) - [03 17 - Q&A with Daniella Russo CEO of Think Beyond Plastic](https://familyofficeinsights.com/download/03-17-qa-with-daniella-russo-ceo-of-think-beyond-plastic/) - [03 15 - Q&A with Eric Saucedo, partner of Tricap Partners & Co.](https://familyofficeinsights.com/download/03-15-qa-with-eric-saucedo-partner-of-tricap-partners-co/) - [03 14 - Q&A with Andrew Corn CEO of E5A Integrated Marketing](https://familyofficeinsights.com/download/03-14-qa-with-andrew-corn-ceo-of-e5a-integrated-marketing/) - [03 13 - Q&A with Gideon Rothschild Partner at Moses & Singer LLP](https://familyofficeinsights.com/download/03-13-qa-with-gideon-rothschild-partner-at-moses-singer-llp/) - [03 11 - Q&A with Tom Davidow: Thomas D. Davidow & Associates](https://familyofficeinsights.com/download/03-11-qa-with-tom-davidow-thomas-d-davidow-associates/) - [03 10 - Q&A with Denny Chared: Founder & CEO of DC Finance](https://familyofficeinsights.com/download/03-10-qa-with-denny-chared-founder-ceo-of-dc-finance/) - [03 09 - Q&A with Rob Elliot: Vice Chairman of Market Street Trust Company](https://familyofficeinsights.com/download/03-09-qa-with-rob-elliot-vice-chairman-of-market-street-trust-company/) - [03 08 - Q&A with Silvia Christmann: Executive Growth Coach](https://familyofficeinsights.com/download/03-08-qa-with-silvia-christmann-executive-growth-coach/) - [03 07 - Q&A with Akshay Mansukhani: Partner of Malabar Investments](https://familyofficeinsights.com/download/03-07-qa-with-akshay-mansukhani-partner-of-malabar-investments/) - [03 06 - Q&A with Kay Koplovitz: Founder of USA Network and Springboard Enterprises](https://familyofficeinsights.com/download/03-06-qa-with-kay-koplovitz-founder-of-usa-network-and-springboard-enterprises/) - [03 05 - Q&A with Matthew Moniot: Chief Investment Officer, Elanus Capital Management](https://familyofficeinsights.com/download/03-05-qa-with-matthew-moniot-chief-investment-officer-elanus-capital-management/) - [03 04 - Q&A with Alberto Baco: Secretary of Economic Development & Commerce of Puerto Rico](https://familyofficeinsights.com/download/03-04-qa-with-alberto-baco-secretary-of-economic-development-commerce-of-puerto-rico/) - [03 01 - Q&A with Helen Dayen: Executive Coach, The Dayen Group](https://familyofficeinsights.com/download/pir-vol-3-issue-01-qa-with-helen-dayen-executive-coach-the-dayen-grou/) - [03 03 - Q&A with Elizabeth Smith Kulik: Founder and Senior Managing Member at ProHatch](https://familyofficeinsights.com/download/03-03-qa-with-elizabeth-smith-kulik-founder-and-senior-managing-member-at-prohatch/) - [03 02 - Q&A with Oscar Vasquez: Chief Operating Officer, Encore Capital Management](https://familyofficeinsights.com/download/03-02-qa-with-oscar-vasquez-chief-operating-officer-encore-capital-management/) - [PIR Vol 1 Issue 2 - Seven Family Office Rules For Financial Security, Antifragility, and Growth](https://familyofficeinsights.com/download/pir-vol-1-issue-2-seven-family-office-rules-for-financial-security-antifragility-and-growth/) ## FOI Q&A - [Adil Abdulali of Samara Alpha Management](https://familyofficeinsights.com/pir-qa/adil-abdulali-of-samara-alpha-management/) - [Why Great Companies Still Struggle to Raise Capital. Understanding How Sophisticated Investors Evaluate Private Investment Opportunities](https://familyofficeinsights.com/pir-qa/why-great-companies-still-struggle-to-raise-capital-understanding-how-sophisticated-investors-evaluate-private-investment-opportunities/) - [Deanna Brown of Hudson Lewis Group](https://familyofficeinsights.com/pir-qa/deanna-brown-of-hudson-lewis-group/) - [Investment Pattern Intelligence™. Why Family Office Investment Committees May Need a Different Kind of Intelligence](https://familyofficeinsights.com/pir-qa/investment-pattern-intelligence-why-family-office-investment-committees-may-need-a-different-kind-of-intelligence/) - [Philip Falcone of Digix, Inc.](https://familyofficeinsights.com/pir-qa/philip-falcone-of-digix-inc/) - [Alexander Fredericks of ToneWell](https://familyofficeinsights.com/pir-qa/alexander-fredericks-of-tonewell/) - [Shaler Houser of Founderville.vc](https://familyofficeinsights.com/pir-qa/shaler-houser-of-founderville-vc/) - [Thomas Bencivengo and Jake Baker of North Field Capital](https://familyofficeinsights.com/pir-qa/thomas-bencivengo-of-north-field-capital/) - [Bob Vanech of Solace Lifesciences DBA NuCalm](https://familyofficeinsights.com/pir-qa/bob-vanech-of-solace-lifesciences-dba-nucalm/) - [Jerome McEntee of Broadway Strategic Return Fund](https://familyofficeinsights.com/pir-qa/jerome-mcentee-of-broadway-strategic-return-fund/) - [Andy Bernard of Left Lane Development](https://familyofficeinsights.com/pir-qa/andy-bernard-of-left-lane-development-2/) - [Grant Johnson of FlyHouse Investment via Benevolent Capital](https://familyofficeinsights.com/pir-qa/grant-johnson-of-flyhouse-investment-via-benevolent-capital/) - [Surajit Dhara of Episteme Prognostics Inc](https://familyofficeinsights.com/pir-qa/surajit-dhara-of-episteme-prognostics-inc/) - [Jeremy Bergstein of Postpals Media Inc.](https://familyofficeinsights.com/pir-qa/jeremy-bergstein-of-postpals-media-inc/) - [Travis Owen of CareAtlas Inc.](https://familyofficeinsights.com/pir-qa/travis-owen-of-careatlas-inc/) - [Elena Panaritis of Panel Group Thought For Action](https://familyofficeinsights.com/pir-qa/elena-panaritis-of-panel-group-thought-for-action/) - [Rob Bralver of Altitude IP Holdings](https://familyofficeinsights.com/pir-qa/rob-bralver-of-altitude-ip-holdings/) - [Ryan Duff of C Port Equity](https://familyofficeinsights.com/pir-qa/ryan-duff-of-c-port-equity/) - [Vishal Pathak of Interpolitan Money Plc](https://familyofficeinsights.com/pir-qa/vishal-pathak-of-interpolitan-money-plc/) - [Shraddha Chaugule of Astro Health Inc](https://familyofficeinsights.com/pir-qa/shraddha-chaugule-of-astro-health-inc-2/) - [Tim Silman of Lonely Whale](https://familyofficeinsights.com/pir-qa/tim-silman-of-lonely-whale/) - [Suman Talukdar of AiSproutsVC](https://familyofficeinsights.com/pir-qa/suman-talukdar-of-aisproutsvc-2/) - [Yishan Wong of Terraformation](https://familyofficeinsights.com/pir-qa/yishan-wong-of-terraformation/) - [Joe Siprut of Kerberos Capital Management.](https://familyofficeinsights.com/pir-qa/joe-siprut-of-kerberos-capital-management-2/) - [Ronnie Hale of Caldwell Companies](https://familyofficeinsights.com/pir-qa/sydney-swiggart-of-caldwell-companies/) - [Dr. Jeremy Krell of Revere Partners](https://familyofficeinsights.com/pir-qa/dr-jeremy-krell-of-revere-partners-2/) - [Alex Huff of DAFshare](https://familyofficeinsights.com/pir-qa/alex-huff-of-dafshare-2/) - [John Dunavan of Scout Network, LLC](https://familyofficeinsights.com/pir-qa/john-dunavan-of-scout-network-llc/) - [Brad Mindich of Inveniem](https://familyofficeinsights.com/pir-qa/brad-mindich-of-inveniem/) - [Glen Hirsh of Starlight Investments](https://familyofficeinsights.com/pir-qa/glen-hirsh-of-starlight-investments/) - [Landon Ainge of Between The Coasts Ventures](https://familyofficeinsights.com/pir-qa/landon-ainge-of-between-the-coasts-ventures/) - [Nick Edwards of Champion Ventures Partners (CVP)](https://familyofficeinsights.com/pir-qa/nick-edwards-of-champion-ventures-partners-cvp-2/) - [Press Release: X Announces Groundbreaking Partnership with "Going Public," Set to Transform Financial Media](https://familyofficeinsights.com/pir-qa/press-release-x-announces-groundbreaking-partnership-with-going-public-set-to-transform-financial-media/) - [Suman Talukdar of AiSproutsVC](https://familyofficeinsights.com/pir-qa/suman-talukdar-of-aisproutsvc/) - [Joseph Jordan for Sirius Films](https://familyofficeinsights.com/pir-qa/joseph-jordan-for-sirius-films/) - [Nick Edwards of Champion Ventures Partners (CVP)](https://familyofficeinsights.com/pir-qa/nick-edwards-of-champion-ventures-partners-cvp/) - [Eric Phillipps of 3P Diversified Ventures, LLC](https://familyofficeinsights.com/pir-qa/eric-phillipps-of-3p-diversified-ventures-llc/) - [Jeff Pomeranz of Right Side Capital Management](https://familyofficeinsights.com/pir-qa/jeff-pomeranz-of-right-side-capital-management-4/) - [Tom Bishop of Paleblue](https://familyofficeinsights.com/pir-qa/tom-bishop-of-paleblue-2/) - [Arthur Andrew Bavelas, of Family Office Insights](https://familyofficeinsights.com/pir-qa/arthur-andrew-bavelas-of-family-office-insights-5/) - [Kelly Winget of Alternative Wealth Partners](https://familyofficeinsights.com/pir-qa/kelly-winget-of-alternative-wealth-partners/) - [Gregory McHale of ImmediateNOW](https://familyofficeinsights.com/pir-qa/gregory-mchale-of-immediatenow/) - [Jonathan Kim of Terraformation](https://familyofficeinsights.com/pir-qa/jonathan-kim-of-terraformation/) - [Marco Scabia of SmartAirTech](https://familyofficeinsights.com/pir-qa/marco-scabia-of-smartairtech-2/) - [Adam Freund of Arda Therapeutics](https://familyofficeinsights.com/pir-qa/adam-freund-of-arda-therapeutics/) - [Jason Fernandez of CRECI Ventures](https://familyofficeinsights.com/pir-qa/jason-fernandez-of-creci-ventures/) - [Dr. Frank Glatz of Contact Organics](https://familyofficeinsights.com/pir-qa/dr-frank-glatz-of-contact-organics-2/) - [Toufi of HyperCycle](https://familyofficeinsights.com/pir-qa/toufi-of-hypercycle/) - [Dr. Frank Glatz of Contact Organics](https://familyofficeinsights.com/pir-qa/dr-frank-glatz-of-contact-organics/) - [Tom Bishop of Paleblue](https://familyofficeinsights.com/pir-qa/tom-bishop-of-paleblue/) - [Mike Marburg of Simply Shenandoah](https://familyofficeinsights.com/pir-qa/mike-marburg-of-simply-shenandoah/) - [Julie Tallman, Christion Sadler & Arthur Andrew Bavelas](https://familyofficeinsights.com/pir-qa/julie-tallman-christion-sadler-arthur-andrew-bavelas/) - [Danny Bigel, David Dinerstein & Michael Mailer of Amaya Pictures](https://familyofficeinsights.com/pir-qa/danny-bigel-of-amaya-pictures/) - [Arthur Andrew Bavelas. What Are Single Family Offices Investing in Today?](https://familyofficeinsights.com/pir-qa/arthur-andrew-bavelas-what-are-single-family-offices-investing-in-today/) - [Eric Dobson of Sheltowee Venture Fund II, LP](https://familyofficeinsights.com/pir-qa/eric-dobson-of-sheltowee-venture-fund-ii-lp/) - [Paul Hutchinson of Child Liberation Foundation, Bridge Investment Group (retired 2017)](https://familyofficeinsights.com/pir-qa/paul-hutchinson-of-child-liberation-foundation-bridge-investment-group-nyse-brdg/) - [Todd Bendell of Amphibian Capital](https://familyofficeinsights.com/pir-qa/todd-bendell-of-amphibian-capital/) - [Stewart Skomra of Tier 1 Solar, Inc.](https://familyofficeinsights.com/pir-qa/stewart-skomra-of-tier-1-solar-inc-2/) - [Brad Moss of Enhanced Ai](https://familyofficeinsights.com/pir-qa/brad-moss-of-enhanced-ai/) - [Darren Schuback of The Whiskey Project Group](https://familyofficeinsights.com/pir-qa/darren-schuback-of-the-whiskey-project-group-2/) - [Teddy Blank of First Star Ventures](https://familyofficeinsights.com/pir-qa/teddy-blank-of-first-star-ventures/) - [Claire Smith of Beyond Impact Fund II](https://familyofficeinsights.com/pir-qa/claire-smith-of-beyond-impact-fund-ii/) - [Jesse James of Outlaw TV](https://familyofficeinsights.com/pir-qa/jesse-james-of-outlaw-tv/) - [Stewart Skomra of Tier 1 Solar, Inc.](https://familyofficeinsights.com/pir-qa/stewart-skomra-of-tier-1-solar-inc/) - [Joseph Schottland of EV+ Charging](https://familyofficeinsights.com/pir-qa/joseph-schottland-of-ev-charging-2/) - [Darren Schuback of The Whiskey Project Group](https://familyofficeinsights.com/pir-qa/darren-schuback-of-the-whiskey-project-group/) - [Robert Hefty of Cobalt Investment Partners](https://familyofficeinsights.com/pir-qa/robert-hefty-of-cobalt-investment-partners/) - [Suman Talukdar of AiSprouts VC](https://familyofficeinsights.com/pir-qa/suman-talukdar-of-aisprouts-vc/) - [Joseph Schottland of EV+ Charging](https://familyofficeinsights.com/pir-qa/joseph-schottland-of-ev-charging/) - [Captarget](https://familyofficeinsights.com/pir-qa/captarget/) - [Nikhil Nayab of Copperwire Systems, Inc.](https://familyofficeinsights.com/pir-qa/nikhil-nayab-of-copperwire-systems-inc/) - [Adriana Zalucka of MyFoTech](https://familyofficeinsights.com/pir-qa/adriana-zalucka-of-myfotech/) - [Jamie Ritchie of BlockBar](https://familyofficeinsights.com/pir-qa/jamie-ritchie-of-blockbar/) - [Andrew Hoppin of ChainLink Capital Management](https://familyofficeinsights.com/pir-qa/andrew-hoppin-of-chainlink-capital-management/) - [Mark Hinds of Kenobi](https://familyofficeinsights.com/pir-qa/mark-hinds-of-kenobi-2/) - [Rene Anand of Neurxstem Inc.](https://familyofficeinsights.com/pir-qa/rene-anand-of-neurxstem-inc-3/) - [Michael Roll of C&R Capital](https://familyofficeinsights.com/pir-qa/michael-roll-of-cr-capital-2/) - [Philip Falcone of Madison Technologies, Inc.](https://familyofficeinsights.com/pir-qa/philip-falcone-of-madison-technologies-inc/) - [Nick Janicki of GeniusX](https://familyofficeinsights.com/pir-qa/nick-janicki-of-geniusx-2/) - Founder of True REST franchising, scaled the business to the Top Float Spa Franchise in the world. Voted #7 best new franchise in the category in the 2019 Entrepreneur magazine and one of the top 5,000 private companies in Inc., 2020—a lead of several non-profit organizations. Focuses range from ending the 20-year persecution of Falun - [Michael Anderson of PREIshare](https://familyofficeinsights.com/pir-qa/michael-anderson-of-preishare-2/) - [Michael Roll of C&R Capital](https://familyofficeinsights.com/pir-qa/michael-roll-of-cr-capital/) - [Rob Mallernee of Eton Solutions](https://familyofficeinsights.com/pir-qa/rob-mallernee-of-eton-solutions-2/) - [Mark Hinds of Kenobi](https://familyofficeinsights.com/pir-qa/mark-hinds-of-kenobi/) - [Nick Janicki of GeniusX](https://familyofficeinsights.com/pir-qa/nick-janicki-of-geniusx/) - [Michael Anderson of PREIshare](https://familyofficeinsights.com/pir-qa/michael-anderson-of-preishare/) - [Rene Anand of Neurxstem Inc.](https://familyofficeinsights.com/pir-qa/rene-anand-of-neurxstem-inc-2/) - [Peter Pergola of Preface Global](https://familyofficeinsights.com/pir-qa/peter-pergola-of-preface-global/) - [Kelly Roman of Fisher Wallace Laboratories](https://familyofficeinsights.com/pir-qa/kelly-roman-of-fisher-wallace-laboratories/) - [Rob Mallernee of Eton Solutions](https://familyofficeinsights.com/pir-qa/rob-mallernee-of-eton-solutions/) - [Amber Allen of Double A Labs](https://familyofficeinsights.com/pir-qa/amber-allen-of-double-a-labs-2/) - [Kevin Hershberger of Lumicell, Inc.](https://familyofficeinsights.com/pir-qa/kevin-hershberger-of-lumicell-inc/) - [Amber Allen of Double A Labs](https://familyofficeinsights.com/pir-qa/amber-allen-of-double-a-labs/) - [Paul Lucek of Ridgedale Advisors LP](https://familyofficeinsights.com/pir-qa/paul-lucek-of-ridgedale-advisors-lp/) - [Nicole Loftus of Fund Services Company](https://familyofficeinsights.com/pir-qa/nicole-loftus-of-fund-services-company/) - [Marshall Johnson of Northspring Partners](https://familyofficeinsights.com/pir-qa/marshall-johnson-of-northspring-partners/) - [Steve Ham of Altmore Capital](https://familyofficeinsights.com/pir-qa/steve-ham-of-altmore-capital/) - [Andrew Woodruff of Black Lotus Capital](https://familyofficeinsights.com/pir-qa/andrew-woodruff-of-black-lotus-capital-2/) - [Ben Freeberg of Oncology Ventures](https://familyofficeinsights.com/pir-qa/ben-freeberg-of-oncology-ventures/) - [Nikolai Yinger of Helge Capital](https://familyofficeinsights.com/pir-qa/nikolai-yinger-of-helge-capital-2/) - [Andrew Woodruff of Black Lotus Capital](https://familyofficeinsights.com/pir-qa/andrew-woodruff-of-black-lotus-capital/) - [Zach Resnick of Unbounded Capital](https://familyofficeinsights.com/pir-qa/zach-resnick-of-unbounded-capital/) - [John Hall of Molecular International Research, Inc.](https://familyofficeinsights.com/pir-qa/john-hall-of-molecular-international-research-inc/) - [Neil Keegan of Marlinspike](https://familyofficeinsights.com/pir-qa/neil-keegan-of-marlinspike/) - [Florence Nalepka of Context365 by Apex Miami 2023](https://familyofficeinsights.com/pir-qa/florence-nalepka-of-context365-by-apex-miami-2023-3/) - [Jim Vitalie of Tactive](https://familyofficeinsights.com/pir-qa/jim-vitalie-of-tactive/) - [Joshua Sigel of SHŌ Group](https://familyofficeinsights.com/pir-qa/joshua-sigel-of-sho-group-2/) - [Jaden Risner of Family Proud](https://familyofficeinsights.com/pir-qa/jaden-risner-of-family-proud/) - [Florence Nalepka of Context365 by Apex Miami 2023](https://familyofficeinsights.com/pir-qa/florence-nalepka-of-context365-by-apex-miami-2023-2/) - [Nikolai Yinger of Helge Capital](https://familyofficeinsights.com/pir-qa/nikolai-yinger-of-helge-capital/) - [Florence Nalepka of Context365 by Apex Miami 2023](https://familyofficeinsights.com/pir-qa/florence-nalepka-of-context365-by-apex-miami-2023/) - [Joshua Sigel of SHŌ Group](https://familyofficeinsights.com/pir-qa/joshua-sigel-of-sho-group/) - [Arthur Bavelas introducing the Family Office Insights EASY APP](https://familyofficeinsights.com/pir-qa/arthur-bavelas-introducing-the-family-office-insights-easy-app/) - [Ben Orthlieb of 2.12 Angels](https://familyofficeinsights.com/pir-qa/ben-orthlieb-of-2-12-angels/) - [Steve Loyd of Latitude Recovery](https://familyofficeinsights.com/pir-qa/steve-loyd-of-latitude-recovery/) - [Richard Leibovitch of Arel Capital](https://familyofficeinsights.com/pir-qa/richard-leibovitch-of-arel-capital/) - [John Hall Molecular of International Research, Inc.](https://familyofficeinsights.com/pir-qa/john-hall-molecular-of-international-research-inc/) - [Richard Wilson of InvestorResidences.com, LLC](https://familyofficeinsights.com/pir-qa/richard-wilson-of-investorresidences-com-llc/) - [Michael Calvo Elhauge of Pactum Partners](https://familyofficeinsights.com/pir-qa/michael-calvo-elhauge-of-pactum-partners/) - [Paul Fletcher of Greater Share](https://familyofficeinsights.com/pir-qa/paul-fletcher-of-greater-share/) - [Andrew Romans of 7BC Venture Capital](https://familyofficeinsights.com/pir-qa/andrew-romans-of-7bc-venture-capital/) - [Ian Rubenstein of Exchangelodge](https://familyofficeinsights.com/pir-qa/ian-rubenstein-of-exchangelodge/) - [Sakis Kotsantonis of RGS](https://familyofficeinsights.com/pir-qa/sakis-kotsantonis-of-rgs/) - [Jason Brents of OneDoor Studios](https://familyofficeinsights.com/pir-qa/jason-brents-of-onedoor-studios/) - [Chris Baratta of The Marque](https://familyofficeinsights.com/pir-qa/chris-baratta-of-the-marque/) - [Lauren Garan of Confirmed360](https://familyofficeinsights.com/pir-qa/lauren-garan-of-confirmed360/) - [Richard Dwyer of Liquid Mining Inc](https://familyofficeinsights.com/pir-qa/richard-dwyer-of-liquid-mining-inc/) - [Andrew Alfano of Retro Fitness](https://familyofficeinsights.com/pir-qa/andrew-alfano-of-retro-fitness-2/) - [Mike Dershowitz of 15toknow](https://familyofficeinsights.com/pir-qa/alison-davis-of-15toknow/) - [Matt Henderson of RxHearing](https://familyofficeinsights.com/pir-qa/matt-henderson-of-rxhearing/) - [Scott Gordon of Silver Spike Capital](https://familyofficeinsights.com/pir-qa/scott-gordon-of-silver-spike-capital/) - [John J. Lee, Jr., of OneDoor Studios](https://familyofficeinsights.com/pir-qa/john-j-lee-jr-of-onedoor-studios/) - [Gregory McHale of LetsAllDoGood](https://familyofficeinsights.com/pir-qa/gregory-mchale-of-letsalldogood/) - [Andrew Wessels of The Marque](https://familyofficeinsights.com/pir-qa/andrew-wessels-of-the-marque-2/) - [Andrew Pignanelli of Velvet](https://familyofficeinsights.com/pir-qa/andrew-pignanelli-of-velvet/) - [John Lykouretzos, CEO and Co-founder of FocusGrowth Asset Management](https://familyofficeinsights.com/pir-qa/john-lykouretzos-ceo-and-co-founder-of-focusgrowth-asset-management-2/) - [Art Gurwitz of Noble Life](https://familyofficeinsights.com/pir-qa/art-gurwitz-of-noble-life/) - [Gary Bender of Carneros Bay](https://familyofficeinsights.com/pir-qa/gary-bender-of-carneros-bay/) - [Harry Glorikian of Scientia Ventures](https://familyofficeinsights.com/pir-qa/harry-glorikian-of-scientia-ventures/) - [Reza Ghaffari of XIRA](https://familyofficeinsights.com/pir-qa/reza-ghaffari-of-xira/) - [Joseph Gissy of Tactive](https://familyofficeinsights.com/pir-qa/joseph-gissy-of-tactive-2/) - [Jeffrey Hayzlett of C-Suite Network](https://familyofficeinsights.com/pir-qa/jeffrey-hayzlett-of-c-suite-network/) - [Derren Burrell of Veteran Ventures Capital](https://familyofficeinsights.com/pir-qa/derren-burrell-of-veteran-ventures-capital-2/) - [John Lykouretzos, CEO and Co-founder of FocusGrowth Asset Management](https://familyofficeinsights.com/pir-qa/john-lykouretzos-ceo-and-co-founder-of-focusgrowth-asset-management/) - [Ashraf "Riz" Rizvi of Gilded](https://familyofficeinsights.com/pir-qa/ashraf-riz-rizvi-of-gilded/) - [Samah Addin of Reactify](https://familyofficeinsights.com/pir-qa/samah-addin-of-reactify/) - [Andrew Alfano of Retro Fitness](https://familyofficeinsights.com/pir-qa/andrew-alfano-of-retro-fitness/) - [Walter Groteke of MyMedicalHUB](https://familyofficeinsights.com/pir-qa/walter-groteke-of-mymedicalhub/) - [Farhad Parhami, Ph.D., M.B.A of MAX BioPharma Inc.](https://familyofficeinsights.com/pir-qa/farhad-parhami-ph-d-m-b-a-of-max-biopharma-inc/) - [Tracy Chadwell of 1843 Capital](https://familyofficeinsights.com/pir-qa/tracy-chadwell-of-1843-capital/) - [Joseph Gissy of Tactive](https://familyofficeinsights.com/pir-qa/joseph-gissy-of-tactive/) - [Steve Taplin of Sonatafy Technology](https://familyofficeinsights.com/pir-qa/steve-taplin-of-sonatafy-technology-2/) - [Dr. Peter Anselmo of Socorro Ventures](https://familyofficeinsights.com/pir-qa/dr-peter-anselmo-of-socorro-ventures/) - [Richard Schatzberg of Viscardii, Inc.](https://familyofficeinsights.com/pir-qa/richard-schatzberg-of-ncta/) - [Eleni D. Janis of Equivico by NCRC](https://familyofficeinsights.com/pir-qa/eleni-d-janis-of-equivico-by-ncrc/) - [Jose Torres of Monllor Capital Partners LLC](https://familyofficeinsights.com/pir-qa/jose-torres-of-monllor-capital-partners-llc/) - [Ezzedeen Soleiman of Latitude World](https://familyofficeinsights.com/pir-qa/ezzedeen-soleiman-of-latitude-world/) - [John Tilak of ThinkSuite Inc](https://familyofficeinsights.com/pir-qa/john-tilak-of-thinksuite-inc/) - [Stuart Bullard of Fly Air Inc](https://familyofficeinsights.com/pir-qa/stuart-bullard-of-fly-air-inc-2/) - [Casey Whalen of Truvvo Partners](https://familyofficeinsights.com/pir-qa/casey-whalen-of-truvvo-partners/) - [Peter Troob of Troob Capital Management](https://familyofficeinsights.com/pir-qa/peter-troob-of-troob-capital-management/) - [Ben Hilgers of Ashford Securities](https://familyofficeinsights.com/pir-qa/ben-hilgers-of-ashford-securities/) - [Paola Origel of ChainLink Capital Management, LLC](https://familyofficeinsights.com/pir-qa/paola-origel-of-chainlink-capital-management-llc/) - [Marc Jarrett of Emjay Consultancy Ltd](https://familyofficeinsights.com/pir-qa/marc-jarrett-of-emjay-consultancy-ltd/) - [David Siegel of New Metaverse Venture Fund](https://familyofficeinsights.com/pir-qa/david-siegel-of-new-metaverse-venture-fund/) - [Paul Hutchinson of The Child Liberation Foundation](https://familyofficeinsights.com/pir-qa/paul-hutchinson-of-the-child-liberation-foundation-3/) - [Paul Ducheyne of XeroThera, Inc.](https://familyofficeinsights.com/pir-qa/paul-ducheyne-of-xerothera-inc/) - [Jeff Pomeranz of Right Side Capital Management](https://familyofficeinsights.com/pir-qa/jeff-pomeranz-of-right-side-capital-management-2/) - [Dr Doug Given of Health2047 Capital Partners](https://familyofficeinsights.com/pir-qa/dr-doug-given-of-health2047-capital-partners/) - [John, Stephen, and Jay of The Calculated Movie](https://familyofficeinsights.com/pir-qa/john-stephen-and-jay-of-the-calculated-movie/) - [Brian Christensen of Blockcities, Inc.](https://familyofficeinsights.com/pir-qa/brian-christensen-of-blockcities-inc/) - [Shlomo Chopp and Josh Poag of ShopFulfill Corp](https://familyofficeinsights.com/pir-qa/shlomo-chopp-and-josh-poag-of-shopfulfill-corp/) - [Anthony Scaramucci of SkyBridge Capital](https://familyofficeinsights.com/pir-qa/anthony-scaramucci-of-skybridge-capital/) - [Dan Chung of Alger](https://familyofficeinsights.com/pir-qa/dan-chung-of-alger-2/) - [Lars Johansson of E8 Ventures](https://familyofficeinsights.com/pir-qa/lars-johansson-of-e8-ventures/) - [Jeff Pomeranz of Right Side Capital Management](https://familyofficeinsights.com/pir-qa/jeff-pomeranz-of-right-side-capital-management/) - [Rachel Cash of Elroi Enterprise Inc](https://familyofficeinsights.com/pir-qa/rachel-cash-of-elroi-enterprise-inc/) - [Sam Payrovi of ArkHAUS](https://familyofficeinsights.com/pir-qa/sam-payrovi-of-arkhaus/) - [Dan Chung of Alger](https://familyofficeinsights.com/pir-qa/dan-chung-of-alger/) - [Bud Michael of TrueSpace](https://familyofficeinsights.com/pir-qa/bud-michael-of-truespace/) - [Shana Vida Gavron of Endangered Wildlife OÜ](https://familyofficeinsights.com/pir-qa/shana-vida-gavron-of-endangered-wildlife-ou/) - [Mike Reed of TestZone](https://familyofficeinsights.com/pir-qa/mike-reed-of-testzone/) - [Paul Hutchinson of The Child Liberation Foundation](https://familyofficeinsights.com/pir-qa/paul-hutchinson-of-the-child-liberation-foundation-2/) - [Paul Hutchinson of The Child Liberation Foundation](https://familyofficeinsights.com/pir-qa/paul-hutchinson-of-the-child-liberation-foundation/) - [Stuart Bullard of Fly Air Inc.](https://familyofficeinsights.com/pir-qa/stuart-bullard-of-fly-air-inc/) - [Kenneth Estes of Diffuse Inc](https://familyofficeinsights.com/pir-qa/kenneth-estes-of-diffuse-inc/) - [Grant Schuster of Accelerant Manufacturing](https://familyofficeinsights.com/pir-qa/grant-schuster-of-accelerant-manufacturing/) - [Daniel C. Chung of Alger](https://familyofficeinsights.com/pir-qa/daniel-c-chung-of-alger/) - [Rene Anand of Neurxstem Inc](https://familyofficeinsights.com/pir-qa/rene-anand-of-neurxstem-inc/) - [Shawn Badlani of Honest Capital](https://familyofficeinsights.com/pir-qa/shawn-badlani-of-honest-capital/) - [M. Damian Billy of The Econophy Group LLC](https://familyofficeinsights.com/pir-qa/m-damian-billy-of-the-econophy-group-llc/) - [Andrew Page of Axle Workout Inc](https://familyofficeinsights.com/pir-qa/andrew-page-of-axle-workout-inc/) - [Scott Cohen of Jaxon, Inc](https://familyofficeinsights.com/pir-qa/scott-cohen-of-jaxon-inc/) - [Jared Hutchings of PEER Venture Partners](https://familyofficeinsights.com/pir-qa/jared-hutchings-of-peer-venture-partners/) - [Gabe Galvez of CapTarget](https://familyofficeinsights.com/pir-qa/gabe-galvez-of-captarget/) - [Betty Cohen of Hearts & Minds Media, LLC](https://familyofficeinsights.com/pir-qa/betty-cohen-of-hearts-minds-media-llc/) - [Steve Taplin of Sonatafy Technology](https://familyofficeinsights.com/pir-qa/steve-taplin-of-sonatafy-technology/) - [Robert Krause of Demand Derivatives](https://familyofficeinsights.com/pir-qa/robert-krause-of-demand-derivatives/) - [Lizzie Horvitz of Finch](https://familyofficeinsights.com/pir-qa/lizzie-horvitz-of-finch/) - [Quinn Tran of FinixDLT](https://familyofficeinsights.com/pir-qa/quinn-tran-of-finixdlt/) - [David S. Rose of The US Real Estate Market](https://familyofficeinsights.com/pir-qa/david-s-rose-of-the-us-real-estate-market/) - [David Siegel of the Giordano Bruno Institute](https://familyofficeinsights.com/pir-qa/david-siegel-of-the-giordano-bruno-institute-3/) - [Brad J. Buscher of Triopsy Medical, Inc.](https://familyofficeinsights.com/pir-qa/brad-j-buscher-of-triopsy-medical-inc/) - [Brian E. Ruszczyk of Earth First Food Ventures](https://familyofficeinsights.com/pir-qa/brian-e-ruszczyk-of-earth-first-food-ventures/) - [Brad Neuman of Alger](https://familyofficeinsights.com/pir-qa/brad-neuman-of-alger/) - [Don Previti of ACE IT Solutions](https://familyofficeinsights.com/pir-qa/don-previti-of-ace-it-solutions/) - [Jose A. Torres of Monllor Capital Partners](https://familyofficeinsights.com/pir-qa/jose-a-torres-of-monllor-capital-partners/) - [Andi Lee Carter of OPPY Theatre Project](https://familyofficeinsights.com/pir-qa/andi-lee-carter-of-oppy-theatre-project/) - [Eric Noll of Context Capital Partners](https://familyofficeinsights.com/pir-qa/eric-noll-of-context-summits/) - [Sasha Cucuz - Society Living & Greybrook Realty Partners](https://familyofficeinsights.com/pir-qa/sasha-cucuz-society-living-greybrook-realty-partners/) - [David Siegel of the Giordano Bruno Institute](https://familyofficeinsights.com/pir-qa/david-siegel-of-the-giordano-bruno-institute-2/) - [Jeff Pomeranz, Right Side Capital Management](https://familyofficeinsights.com/pir-qa/jeff-pomeranz-right-side-capital-management-2/) - [Brian Maccaba of Refana Inc](https://familyofficeinsights.com/pir-qa/brian-maccaba-of-refana-inc/) - [Kyle Buckett of Fortisᴺ Partners](https://familyofficeinsights.com/pir-qa/kyle-buckett-of-fortisᴺ-partners/) - [Anthony Scaramucci of SkyBridge](https://familyofficeinsights.com/pir-qa/anthony-scaramucci-of-skybridge/) - [Patrick Furlotti of You Rip](https://familyofficeinsights.com/pir-qa/patrick-furlotti-of-you-rip/) - [Jeffrey Wahl of MIDAS Healthcare Solutions](https://familyofficeinsights.com/pir-qa/jeffrey-wahl-of-midas-healthcare-solutions/) - [Jeff Pomeranz, Right Side Capital Management](https://familyofficeinsights.com/pir-qa/jeff-pomeranz-right-side-capital-management/) - [Anthony Scaramucci of SkyBridge Bitcoin Fund & SkyBridge Capital](https://familyofficeinsights.com/pir-qa/anthony-scaramucci-of-skybridge-bitcoin-fund-skybridge-capital/) - [David Siegel of The Giordano Bruno Institute](https://familyofficeinsights.com/pir-qa/david-siegel-of-the-giordano-bruno-institute/) - [Arthur Andrew Bavelas-This One Goes to Eleven-The Bavelas Index (TBI)™ Family Office Investor Sentiment Index™](https://familyofficeinsights.com/pir-qa/arthur-andrew-bavelas-this-one-goes-to-eleven-the-bavelas-index-tbi-family-office-investor-sentiment-index/) - [Darren Marble of Crush Capital Inc.](https://familyofficeinsights.com/pir-qa/darren-marble-of-crush-capital-inc/) - [David Siegel of the Giordano Bruno Institute for Science](https://familyofficeinsights.com/pir-qa/david-siegel-of-the-giordano-bruno-institute-for-science/) - [Pascal Lauria, CoinAnalyst](https://familyofficeinsights.com/pir-qa/pascal-lauria-coinanalyst/) - [Keith Singer of Singer Wealth Advisors](https://familyofficeinsights.com/pir-qa/keith-singer-of-singer-wealth-advisors/) - [Richard Johnson of Texture Capital](https://familyofficeinsights.com/pir-qa/richard-johnson-of-texture-capital/) - [Leonard Way of Beach Real Estate Funds LLC, an affiliate of The Beach Company](https://familyofficeinsights.com/pir-qa/leonard-way-of-beach-real-estate-funds-llc-an-affiliate-of-the-beach-company/) - [Heather Potters of PharmaJet](https://familyofficeinsights.com/pir-qa/heather-potters-of-pharmajet/) - [Robert Thomas of Saltaire Hotels](https://familyofficeinsights.com/pir-qa/robert-thomas-of-saltaire-hotels/) - [Pascal Lauria, Cogia Intelligence](https://familyofficeinsights.com/pir-qa/pascal-lauria-cogia-intelligence/) - [Lara Stein of Boma Global](https://familyofficeinsights.com/pir-qa/lara-stein-of-boma-global/) - [Sanjay C. 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Webinar/Teleconference invitation.](https://familyofficeinsights.com/pir-qa/justin-tabb-of-amplify-exchange-webinar-teleconference-invitation/) - [Corey Apirian of Davinci](https://familyofficeinsights.com/pir-qa/corey-apirian-of-davinci/) - [Tom C. 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