Join us for the Keiretsu Family Office Forum event!
Topics focus on solutions to solve for key "pain points" that our Keiretsu Forum members experience including:
- What is a family office and why would I benefit from having one?
- Creating a sustainable plan to support your alternative / entrepreneurial investing
- Helping portfolio companies with follow on funding and exit
- Tracking and managing receipt of consistent updates/communications from portfolio companies
- Managing their overall portfolio of investments dashboard
- Finding the right support to fit your investment strategy and goals
We are please to welcome over 20 family office speakers from across the country who will be joining us to share their wisdom and experience. Check back shortly for a list of topics and speakers.
Agenda of Topics and Presenters
9:00 AM – 9:45 AM Registration/Coffee
9:45 AM – 10:15 AM Introduction and Overview, Keiretsu Family Office Forum
Family Office Direct Investments Strategies and Future Trends
Nathan McDonald, Keiretsu Capital, CEO
10:15 AM - 11:00 AM Case Study: Building Family Office Networks
Andrew Schneider, Family Office Networks, Founder/CEO
11:00 AM – 11:45 PM Family Office Real Estate Investment Panel
Moderator: Barry Heninger, Keiretsu Capital Real Estate Access Fund
Randy Williams, Keiretsu Forum, Founder
Mike Hubbell, Portland Development Group, CEO
Tom Hoban, Hoban Family Office, Chairman & Co-Founder
Mark Khuri, Aeriel Investment Management, Managing Partner
Jonathan Lewis, JLJ Capital, CEO
11:45 PM– 12:05 PM Lunch Break
12:05 PM – 12:45 PM For Family Office Investors: Trends & Predictions for 2019
Mark Anderson, CEO, Strategic News Service
12:45 PM – 1:45 PM Family Office Co-Investment Panel: Meet the Family Offices
Moderator: Nathan McDonald, Keiretsu Capital, CEO
Colin Wallace, Lionheart Holdings, Inc., President
Aljit Joy, CIRQUARE, Founder and Managing Director
Armando Viteri, Ameritage Technology, Partner
Bill Cory, Phytonix, Independent Director
Andrew Schneider, Family Office Networks, Founder/CEO
Doreen Benson, Benson Funds, President
1:45 PM – 2:15 PM Family Office Innovation Showcase
Sammy Wahab, Mozzaz, CEO
Brian Heather, SolTerra, Founder & CEO
Marc Coluccio, SolTerra, COO
John McMahon, Mitre Medical, CEO
2:15 PM – 2:45 PM Family Office Investing Strategies for Fintech and Blockchain
Ian Lee, IDEO CoLab Ventures, Managing Director
Marryanne Morrow, 9th Gear Technologies, CEO
Neil Bergquist, CoinMe, CEO
Nicholas Capp, LINQTO, CEO & Managing Partner
2:45 – 3:15 PM Maximizing Portfolio Returns: Burners vs Earners
Presenter: Stuart Read, Willamette University
Richard Samuelson, Keiretsu Capital, Advisor
Mary Jo Potter, Healthcare Angels, CEO & Managing Director
3:15- 4:00 PM Keynote: The Shiny Penny: How to Maximize the M&A Value of Your Company
Steve Kirshner, Package Perfect Ltd., Chairman
4:00 PM – 4:15 PM Collect Gold Sheets and Adjourn
Location:
Washington Athletic Club - Noble Room
1325 6th Ave
Seattle, WA 98101
For further inquiries regarding partnership or sponsorship opportunities, please contact Xoe Heeney at (206) 529-3687 or via email to xoe@keiretsuforum.com or Maggie Templeton at (206) 294-1065 or via email to maggie@keiretsucapital.com
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Questions? Please call (206) 529-3687 or email xoe@keiretsuforum.com.
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