ACG NY Virtual Meet: Family Office Reception

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Family Office Reception

Event Details

When:

August 27, 2020 5 PM - 6:30 PM EDT

Cost:
Free
Where:
Location Name
Zoom Call Details to Follow with Registration
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Overview

Body
ONLY OPEN TO: Single Family Office members and invited Single Family Office non member guests.

Please contact Vikash Magdani with any questions or to find out if you qualify to attend.

Agenda
5:00 - 5:05 PM Welcome by Rodrigo Braga, Director, Braga Investment & Advisory
5:05 - 5:50 PM Fire side chat & Audience Q&A

Moderator: 
Marcia Nelson, Managing Director, ShareNett 
Guest Speaker: P
aul Carbone, President & Managing Partner, Pritzker Private Capital

6:00 - 6:30 PM Break out room networking – A chance to intimately meet other family office executives and member guests.

Speakers

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paul

Paul Carbone

Pritzker Private Capital
President and Managing Partner

Paul Carbone has been the President and Managing Partner of Pritzker Private Capital and its predecessor, Pritzker Group Private Capital, since 2012. Pritzker Private Capital partners with entrepreneur‐ and family‐owned middle‐market companies with leading positions in the manufactured products, services and healthcare sectors. For the prior 13 years, Paul was the Director and Managing Partner of the Private Equity Group of Robert W. Baird & Co., which makes venture capital, growth equity and buyout investments in smaller, high‐potential companies in the US, Europe and Asia. Prior to 1999, Paul was the Co‐Director of Investment Banking responsible for Robert W. Baird & Co.’s Mergers and Acquisitions Advisory practice. Prior to joining Robert W. Baird & Co. in 1994, Paul was Senior Vice President in the Investment Banking Group at Kidder, Peabody & Co.

Paul is on the board of directors of several civic, cultural and charitable organizations, including the  Shedd Aquarium (Executive Committee and Chair of the Finance Committee), University of Chicago Medical Center (Executive Committee and Chair of the Finance Committee) and The Art Institute of Chicago. He also advises the Misericordia Endowment Fund and is a member of the Commercial Club of Chicago and the Economic Club of Chicago.

In 2016, Paul received the Stanley C. Golder Award from the Illinois Venture Capital Association in recognition of his contributions to the private equity industry in Illinois. Paul has served as an EY Entrepreneur of the Year regional judge as well as national judge for the Family Business category. In 2020, Family Capital magazine named Paul one of the Top 100 most influential people among family investors and family enterprises.

Paul is a Phi Beta Kappa graduate of The College of the University of Chicago. He received his MBA from Harvard Business School.

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Marcia

Moderator, Marcia nelson

Triple C Advisory / Sharenett LLC
Founding Partner / Managing Director

Marcia is a Managing Director at Sharenett, a members-only global network of professional investors collaborating on curated, quality investment opportunities. Marcia has spent a large portion of her career working in and for family offices and private dealmakers. She was previously at Alberleen Family Office Solutions, an independent investment advisory firm backed by family offices, and she formerly worked for an ultra-high-net-worth philanthropic family as well as a sports and entertainment family. Over the last 20 years, she has developed a strong network of private families, institutional investors, and advisers who are increasingly seeking access to quality direct deal flow from trusted, experienced partners.

Triple C Advisory is a business life cycle consulting firm Marcia co-founded. Working off three pillars – Customer Acquisition, Consulting and Capital – the firm works with early stage companies as an advisor and board member to prepare them to receive institutional-grade investments.

Marcia serves on the boards of several industry-related organizations, including: as President of ACG-NY (Association for Corporate Growth), which focuses on driving middle-market investments; as a  board member of VentureCapitall.Org, a non-profit early-stage start up accelerator; and with the investment committee for University Impact, a donor-advised fund. She is also an advisor to a Utah-based Single Family Office. 

Marcia was named one of the 2020 Most Influential Women in Mid-Market M&A by Mergers & Acquisitions magazine, was listed as one the 2018 Who’s Who In Impact Investing by the Denver Business Journal and was honored with the 2017 ACG-NY Women of Leadership Award. 

She received her BA from Southern Utah State College and her MBA from the Gabelli School at Fordham University. Marcia holds Series 7 and 63 licenses. 

Event Secondary Body

REGISTRATION NOW CLOSED


Hosted by: ACG
Chapter
New York
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