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.
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.
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.
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.
Gain a better understanding of specialty tax opportunities designed to maximize return on investment for commercial real estate investors.
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.
Who Should Attend: Single and Multi-Family Office and early stage investors.
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.
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
