ACG NY Family Office Breakfast Meeting

Share:
Image
ACG NY Family Office Breakfast Meeting

Event Details

When:

January 30, 2020 8:30 AM - 10:30 AM EST

Where:
Location Name
Midtown NYC; Disclosed after Approval
Add to Calendar

Overview

Body

Invite Only Event

TOPIC: Family Office investing in 2020:  Opportunities in Healthcare and Technology
Come join us on January 30th, 2020 for a focused roundtable discussion on Private Equity healthcare and technology trends and opportunities for family offices.  These two areas remain very active with potentially very attractive investment opportunities.  Come hear from investment bankers on the front line with business owners as well as from single family offices active in these sectors.  This is a great opportunity to connect with other deal professionals in an area of interest but also to find out what you have been missing if you have stayed on the sidelines.

We look forward to a lively and engaging discussion with deal experts.  This is one of the most effective venues to mingle with your peers while also hearing more about recent trends, recent deals and what to expect in 2020.

We hope you can join us.
 
Family Offices in Attendance:
Abbhi Capital                                Alpha Venture Partners                     Declaration Partners                     
Dorilton Capital                            Eden Capital                                       HQ Capital
JEGI                                               Kendell Ventures                                Mercury Capital Advisors            
MSF Capital Advisors                  New Zephyr                                        Nottingham Spirk
S.I. Williams                                  SWAT Capital Administrator LLC     Trident                                         
Vesta VFO                                    Wildcat Capital Management, LLC

Speakers

Image
Dina Said

Dina Said Dwyer

Founder & Managing Partner
Eden Capital

Dina Said Dwyer is the Founder, Chief Executive Officer and Chief Investment Officer of Eden Capital Management LLC, and a member of Eden’s Investment Committee. Ms. Dwyer has more than twenty years of experience in the private equity industry. Prior to founding Eden, she served as a Managing Director at Unifund SA and was responsible for sourcing and executing transactions and oversight of Unifund’s portfolio companies. Prior to Unifund, Ms. Dwyer was an Analyst at the Blackstone Group in New York and trained at the Carlyle Group in London. She serves on the Board of Directors of Wall Street Prep, Edcetera, and White Cup. Additionally, Ms. Dwyer serves on the Advisory Board of the Children’s Rights Division for Human Rights Watch and is a member of the Board of Advisors of Columbia University’s Mailman School of Public Health. Ms. Dwyer received a Bachelor of Science degree in Finance from the Wharton School of the University of Pennsylvania and an MBA from Columbia Business School.

Image
Brian Talbott

Brian Talbott

Dorilton Capital
Business Development

Brian leads the business development and deal sourcing efforts at Dorilton Capital, where he is responsible for building intermediary relationships and sourcing investment opportunities on behalf of the firm. Dorilton Capital is a single family office based in New York City with a focus on acquiring lower middle market businesses in the industrial services and healthcare services sectors. Prior to Dorilton, Brian worked at Axial, a tech platform for the private capital markets, where he worked with intermediaries and C-suite executives to connect them to sponsors and investors in the lower middle market. Previously, Brian was an Associate Relationship Manager with PNC Wealth Management. Brian holds a B.A. from the University of Miami as well as his Series 7 and Series 66 licenses. He lives in Manhattan and has been a member of the ACG New York Family Office Committee since 2018.

Image
Michael Felman

Michael Felman

MSF Capital Advisors
President & CEO

Michael Felman is President and CEO of MSF Capital Advisors, a global multi-family office.  Besides his own family office, his firm advises other family offices and a select group of high net worth individualsMr. Felman began his investment career as an Angel Investor. He invested in real estate, film projects, technology companies and a restaurant. Mr. Felman received his B.A from Clark University and J.D. from Pace University. Winner of  Acquisition International 2013, 2014, 2015, 2016, 2017 Global Multi-Family Office award.  Winner of Wealth & Finance International 2014 Global Multi-Family Office Award. A member of the NYU Stern Family Office Council. He is a frequent speaker at family office, hedge fund and emerging markets conferences.

Image
EC

Eric Coburn

Duff & Phelps
Managing Director, Healthcare Mergers and Acquisitions

Eric Coburn is a Managing Director in the New York office of Duff & Phelps and a member of the Healthcare M&A practice. He has more than 30 years of experience advising a broad array of healthcare payors and providers throughout the U.S. He has worked with private, publicly-traded, not-for-profit and provider-sponsored companies as well as private equity firms and state agencies. He has served as an advisor on many innovative and complex transactions. His experience includes M&A, strategic and capital advisory services, financial advisory and monitoring services, valuations, fairness opinions, restructuring and capital raising.

Eric has extensive experience in managed care (commercial, Medicaid, Medicaid, dental/vision, care management) and outsourced clinical services, where most recently he has been especially active in physician related transactions. His experience includes home health, laboratory, behavioral health, hospitals and long-term care/senior living. Eric has written and is a speaker on a variety of healthcare industry topics.

Prior to joining Duff & Phelps in 2016, Eric spent almost his entire career at various iterations of the same firm. He joined Raymond James in 2012 following the acquisition of Morgan Keegan, which he joined in 2007. Eric spent most of his career with Shattuck Hammond Partners, which was acquired by Morgan Keegan.

Eric received a M.B.A. from the Graduate School of Business at the University of Chicago and a B.A., Phi Beta Kappa, from Wesleyan University.

Image
Amir Akhavan

Amir Akhavan

JEGI Capital
Managing Director

As a Managing Director, Mr. Akhavan advises technology, interactive, data, information and marketing services companies in mergers, acquisitions, divestitures, recapitalizations, and capital raises. He is known for delivering high-value strategic advice to entrepreneurs, private equity and venture capital firms, and strategic corporations, as they evaluate and seek to stay at the forefront of rapidly changing markets.

Mr. Akhavan is also a member of JEGI Capital, the firm’s PE fund, which provided a strong return to investors and had successful exits, including Aprimo (board observer, acquired by Teradata) and I-Behavior (acquired by WPP). Prior to joining JEGI in 2005, he was at Deloitte Corporate Finance in the media and entertainment M&A investment banking group and also worked with Deloitte Consulting on strategy engagements. Previously, Mr. Akhavan worked in EY’s Assurance and Advisory Business Services practice, focusing on Tech, Media and Telecom.

Mr. Akhavan earned his Master’s degree from the University of Virginia as an Ernst & Young YMP Scholar, and his BS in Corporate Finance from the University of Southern California (USC). He is a member of the USC Board of Governors and received the USC Alumni Association’s Presidents Award. Mr. Akhavan is a certified FINRA representative, a CPA, and a Big Brothers Big Sisters of New York mentor.

Image
Angela Raitzin

Moderator, Angela Raitzin

First Republic Investment Management
Managing Director & Wealth Manager

In her role as Managing Director, Ms. Raitzin provides comprehensive wealth management, investment management, and retirement plan services for high-net-worth individuals, foundations and companies. Ms. Raitzin joined First Republic Investment Management in 2015 following her tenure at Constellation Wealth Advisors as a Principal. Prior to her role at Constellation, Ms. Raitzin headed the New York office of Morton Capital Management.

Ms. Raitzin has been in the finance business since 2000. Ms. Raitzin serves in leadership roles in Golden Seeds, Association for Corporate Growth and on the Executive Board of the Cox School of Business. Additionally, Ms. Raitzin works with a small group of entrepreneurs helping them maximize value in their companies, including offering "Coaching to Exit" assistance.

Ms. Raitzin graduated with honors from the University of Texas with a Bachelor of Arts, where she was named an Outstanding Student and a Dean's Distinguished Graduate in the College of Liberal Arts. She earned her MBA in from the Cox School of Business, which later named her an Outstanding Young Alum. While earning her MBA, Ms. Raitzin interned at the Federal Reserve Bank of NY in their Bank Analysis Group. Prior to graduate school, Ms. Raitzin worked in both public accounting and corporate finance.

Hosted by: ACG
Chapter
New York
Share:

Event Materials

Event Materials

Click here to view photos from the event!