ACG NY VIP Family Office Series: Niche VC & PE Investments


Event Details


June 7, 2021 5 PM - 6:30 PM EDT

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Niche VC & PE Investments

More and more Family Offices are channeling their attention to VC investments to compliment their PE portfolios. This session will focus on:
"Preferred LP" / "Anchor Investor" structure
Certain family office investors don't think of their early-stage VC investment as an LP investment, but more a partnership where the VC becomes their source for deal flow, due diligence, etc. Depending on terms, the family offices get priority direct follow-on Co-Investment rights in Series A, B, etc. to double down directly on winners.
Inefficiencies of the micro-PE market
At a certain scale there is a mass market of potential buyers for companies. Below that scale, there is a mass supply of differentiated small businesses (1-5M EBITA) with massive growth potential, just waiting to be found by strategic buyers operating in this opaque market.
Issues with matching emerging manager VC/PE funds with LPs
There is a vast supply of emerging manager VCs and micro PE strategies (unique structures, search funders, etc.) and at the same time, there is a vast supply of family offices and UHNW investors seeking access to those quality managers. How do they connect?
Early stage VC focused outside of the major markets
It's no secret that the vast majority of VCs are focused on a handful of large markets. However, the proliferation of entrepreneurs and founders outside of these markets continues to expand. Is there an edge to be gained by seeking early-stage investment outside of the traditional VC hotbeds?



Bob Reese

Moderator, Robert Reese

Aditum Group
Founder and CEO

Bob Reese is the Founder and CEO of Aditum Group.  Aditum Group is a premier platform matching discerning investors with select private investment opportunities. On the investor side, Adtitum works with family offices, high-net-worth individuals and families, and Registered Investment Advisors. From the investment manager side, Aditum is focused on working with institutional quality and emerging managers across real estate, venture capital, private equity and other non-market-correlated strategies.  Aditum is the Latin term meaning "access."   Bob's previous professional experience spans professional service financial consulting, S&P 500 market-making and volatility trading, and private wealth.  Aditum Group is affiliated with Secure Capital Research LLC is a FINRA/SIPC registered Broker Dealer offering access to private placement investments. 


Marina Hadjipateras

Founder and General Partner

Marina Hadjipateras is the Founder and General Partner of TMV - a leading early stage holding company overseeing two venture funds and three investment vehicles all focused on ideas that will transform industries and inspire new ones.  Marina has led many of TMV’s early investments, including Nautilus Labs, in addition to heading up the firm’s work around reimagined sustainable solutions, transportation and supply chain, amongst other core sectors.

Prior to TMV, Marina served as VP of Investor Relations for Dorian LPG, where she led the in-house roadshow for a $135M raise on behalf of the 150-year-old maritime business (NYSE: LPG). Marina also spearheaded restructuring at Dorian and oversaw key areas of operations pertaining to company scale, compliance and private-to-public transition. Marina formed Filotimo Partners, in order to build out the private investment arm for her family, which included creating a next-gen investment plan and deploying a multitude of venture investments on behalf of the company.

For more than 8 years, she has served as vice chair of the INTERTANKO Environmental Committee, where she works closely with the IMO to create enduring, innovative solutions that positively impact the ocean and environment. In 2018, Marina received the NYOT Innovators and Disruptors award for venture capital and she also serves as a mentor for Endeavor: a leading high-impact entrepreneurship movement around the world and is an advisor for Hatchub which connects emerging innovators to solve global problems. She is a board member of Welcome Baby and sits on the board of the North American Marine Environmental Protection Agency, where she has been an active member since 2010.

Marina is a graduate of the United States Merchant Marine Academy’s STCW program and holds a BA from Georgetown University. As an investor and business leader, she is an avid champion of LGBTQ+ rights and is passionate about helping build the next generation of companies committed to building a brighter, more diverse and sustainable tomorrow.

Steve Kim

Steven Kim

Verdis Investment Management
Partner, Investment Strategy and Risk Management

Steve Kim is a partner at Verdis Investment Management, directing investment strategy and risk management for the family office. He is an active member of the Investment Committee and has been with the firm since inception. With a focus on buyouts, marketable securities and venture capital, he has been behind investments in over 60 fund managers globally.

Beyond his investment background, he brings more than 30 years of experience building and implementing operating infrastructures for venture capital and private equity firms, as well as public and private companies. Before becoming a family office investor, he helped build and lead the technology development and service delivery organizations at Orcom Solutions/Alliance Data Systems, Peopleclick, Clear Communications, Alcatel, Fujitsu and Daleen Technologies.

Steve began his career at the Walt Disney Company, serving on the information technology team that helped open what is now Disneyland Paris. He earned his bachelor’s degree from the University of Central Florida and serves on the Board of Governors for the The International Baccalaureate.

Nick Moran

Nick Moran

New Stack Ventures
General Partner

Prior to New Stack, Nick worked for Danaher (NYSE: DHR) in M&A and Product Management. There he developed one of the most successful products in the company's history -- an analytical device for testing compounds in drinking water at nano scale. In addition to investing, Nick founded the 1st Venture Capital podcast, The Full Ratchet.

Matt Zucker

Matthew Zucker

ETA Equity

Matt’s career has spanned multiple fields including technology, management consulting, family offices, and private equity. He has led many transactions, as large as $250 million, and successfully raised capital for multiple investment opportunities. Matt has actively invested in search funds and their acquisitions since 2008. Prior to ETA Equity, he was an investor in 17 search funds which returned a 38% IRR and 4.8x MOIC. 

Matt has volunteered as a high school basketball coach for over 10 years and recently helped lead the Yavneh Academy of Dallas to a Texas State Basketball Championship, the first state championship ever won by a Jewish high school. 

Matt is an MBA graduate in Entrepreneurial Management from the Wharton School of Business, and he holds a BBA in Management Information Systems from The University of Texas at Austin.

Event Secondary Body

The VIP Family Office Series of events and programs is a strictly Single Family Office peer-to-peer series of meetings for ACG NY members and invited SFO guests. Participants can share and discuss Family Office best practices while developing relationships in a convenient, enjoyable setting.





March 9, 2021 aPRIL 29, 2021 may 19, 2021 June 7, 2021


Hosted by: ACG
New York

Event Materials

Event Materials

As a registered attendee, you will receive a passcode to view the playback of this event.

Please contact ACG New York for more information.

ACG NY Virtual Events Terms & Conditions


Complimentary for ACG NY Members

$25 for Non-members