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Family Office Direct Investing – Strategies and Tactics
- Why are Family Offices focusing more and more on direct investments?
- How can Family Offices benefit from Direct Investments?
- Best Advice on how Family Offices can get started with direct investments?
- How do you source opportunities?
- How do you develop a best in class investment team?
- Analyzing your long term goal for direct private equity portfolio
- Best methods to partner with other Deal Professionals
A PANEL OF EXPERTS: Click for bios
Moderator
Richard Martin
Senior Director
Merrill Corporation
Steffianna Claiden
Founder
Family Office Review
Scott Earthy
Managing Partner
Fremont Private Holdings
Sarah Overbay
Director
Marron Capital

Charles Tollinche
Director
MSD Capital
The registration fee for this online event has been waived.

Tuesday, March 31, 2015
1:00pm - 2:00pm EST
Register for the Webinar >
Make sure you download the meeting to your outlook calendar

Family Offices are becoming more acquisitive in sourcing and acquiring companies with the expectations of long-term appreciation and returns. Join ACG New York and Merrill Datasite in bringing together 3 leading family office investment professionals to discuss the strategies and tactics involved in both acquiring and selling portfolio companies.
KEY DISCUSSION POINTS:- Why are Family Offices focusing more and more on direct investments?
- How can Family Offices benefit from Direct Investments?
- Best Advice on how Family Offices can get started with direct investments?
- How do you source opportunities?
- How do you develop a best in class investment team?
- Analyzing your long term goal for direct private equity portfolio
- Best methods to partner with other Deal Professionals
A PANEL OF EXPERTS: Click for bios

Moderator
Richard Martin
Senior Director
Merrill Corporation

Founder
Family Office Review

Scott Earthy
Managing Partner
Fremont Private Holdings

Sarah Overbay
Director
Marron Capital

Charles Tollinche
Director
MSD Capital
The registration fee for this online event has been waived.

Tuesday, March 31, 2015
1:00pm - 2:00pm EST
Register for the Webinar >
Make sure you download the meeting to your outlook calendar
ACG New York-www.acgnyc.org-212.489.8700
Hosted by: ACG
Chapter
New York