ACG OC - SoCal Capital Summit

So Cal Capital Summit

Event Details


November 21, 2019 4 PM - 7 PM PST


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This exclusive forum designed for C-Suite and senior finance executives and service providers, examines investment strategy and how the capital markets are impacting them with a specific emphasis on how family offices invest and what resources they use outside of equity.  
Capital market trends of three of Southern California’s most dynamic economic sectors will also be addressed in separate breakout sessions.
We begin with a keynote panel on Family Offices with representatives from prominent family offices. A series of concurrent, industry-specific breakout sessions follow – then a reception and networking.
3:30 pm – 4:00 pm – Registration/Networking
4:00 pm – 5:00 pm – Panel: Family Offices
5:00 pm – 6:00 pm – Industry Breakout Panels
  • Aerospace & Defense
  • Healthcare
  • Real Estate Finance
6:00 pm - 7:00 pm – Reception
Family Office Panel
  • Lloyd Miller, West Region, Private Equity, RSM US, (moderator)
  • Alex Bhathal, Managing Partner, and Founder, RAJ Capital Management
  • Christian MacCarron, Managing Director, Taubman Capital
  • Tom Petroff, Portfolio Manager, The Agnew Company,

Event Secondary Body

Hosted by: ACG
Orange County

RSVP by:
RSVP Deadline
November 21, 2019 11pm

Event Materials

Event Materials