The agenda covers investing in funds and direct opportunities, and structuring and governance of the family office
The agenda covers investing in funds and direct opportunities, and structuring and governance of the family office
Our main format is hollow-square round table dialogues led by a family office moderator and at least two other SFO speakers. For us the best content is where families are exchanging experiences and ideas with each other, at times joined by outside speakers and experts.
Principal Investment Themes
Private Equity
Venture Capital
Fixed income and credit
Real assets
Specialty finance
Liquid strategies
Digital assets
Hedge funds
Portfolio allocation
Risk management
Macro
Principal Non-Investment Themes
Governance and succession
Philanthropy
SFO, trust, company, and fund structuring
Compensation and HR
Accounting, tax, and investment reporting
Technology
Cyber security
Benchmarking
“Agenda was timely and on-point on a variety of topics from family office governance and structure to investing/themes across asset classes.”
CEO, Single Family Office
