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 Keiretsu Family Office Forum: Optimizing Your Structure – Utilizing Family Office Best Practices

 

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.

07 Mar 2019
9:00am - 4:00pm PST

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  • 1325 6th Ave, Seattle, WA 98101, USA
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