Keiretsu Family Office Forum

The Keiretsu Family Office Forum brings together thought leaders and Family Office investors to share their investment experiences, best practices and solutions to solve for key "pain points" that private investors  experience including:

• Creating a long term plan to for your alternative / entrepreneurial investing
• Building your investment support team
• Accessing deal flow and due diligence resources for direct investing
• Building your co-investment network for follow on funding and liquidity
• Finding the right support to fit your investment strategy and goals

We are pleased to welcome over 20 family office speakers from across the country who will be joining us to share their wisdom and experience on the following topics through panel discussions and keynote presentations.

Parking Instructions

Afternoon Agenda: 
Noon - 01:00 PM - Power Matching Lunch + Welcome & Registration
12:45 PM - 1:00 PM Introduction and Event Overview: Nathan McDonald, Keiretsu Family Office
01:00 PM - 01:25 PM - Opening Keynote: Dana Frank, Frank Family Properties - "Lessons on Creating Legacy & Wealth"
01:25 PM - 02:00 PM - NextGen Family Office Panel: Michael Loeb, Loeb Enterprises; Bridget Kilroy, The Global 51; Robert Holmes, THG; Nick Rodrigues, Inverted Ventures
02:00 PM - 02:20 PM - Syndication Showcase Block 1 - OtoNexus; Shoplift.AI; Seneca Therapeutics
02:20 PM - 02:40 PM - Keynote Speaker: Matthew Le Merle , Blockchain Coinvestors & Fifth  Era - "Future of FinTech & Blockchain Investments"
02:40 PM - 03:15 PM - Family Office Investment Outlook Panel: Jim Reed Jr.,  Lee & Associates & SWAN Venture Group; James Hussey, Seneca Therapeutics; Erica Lill, Family Office Advisor Loeb.nyc; Bryant Hayward, De La Prym Family Office; Philip Benjamin, Benjamin Family Office
03:15 PM - 03:35 PM - Syndication Showcase Block 2: Inverted Ventures; Glytch; PreFix
03:35 PM - 03:55 PM - Concluding Keynote Speaker: Karim Nurani, Linqto - "The State of Private Market Liquidity"
03:55 PM - 04:00 PM - Collect Gold Sheets & Adjourn to Reception
04:00 PM - 07:00 PM - VIP Reception & Networking (Offsite)

Keynote speakers and panelists will be confirmed shortly and added above. Please reach out to Nathan McDonald, at Nathan@KeiretsuFamilyOffice.com or 206-255-8870 with any questions.

Sponsors: 

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Questions? Please call (206) 529-3687 or email lenin@k4northwest.com.