Session Details
Family offices continue to explore new ways to access investment opportunities, build relationships with management teams, and deploy capital directly. This panel will examine the latest direct investing and co-investing trends and how family offices are approaching opportunities in today’s market. Panelists will discuss current direct investment strategies, preferred deal structures, investment sizes, co-investment opportunities, and the types of transactions family offices are pursuing. The conversation will offer practical insight into what investors are seeing in the market and how direct investing strategies are evolving.
Speakers
JOHN BAGGE
JOE CALDWELL
BEAU HARALSON
BRAD SCHOLTZ